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BOC International: Demand from offshore and overseas markets continues to drive sustained growth in the wind power industry, while domestic grid investment remains at a high level of prosperity.
The demand for 'sea and overseas' injects continued growth momentum into the wind power industry; the high prosperity of domestic main grid investment is expected to continue.
Hong Kong stock concept tracking | Portugal proposes to achieve a 2GW offshore wind power installed capacity by 2030, and the wind power equipment enjoys a high prosperity for going global. (Attached concept stocks)
Multiple factors may drive a new cycle of prosperity in the European wind power industry.
Goldwind Science & Technology (002202.SZ): The sale of 16 MW units by the company does not require payment to Three Gorges.
Goldwind Science & Technology (002202.SZ) stated on the investor interactive platform on July 19 that it does not need to pay any fees to Three Gorges for the sale of 16 MW units.
GOLDWIND: POLL RESULTS OF THE EXTRAORDINARY GENERAL MEETING
The Ministry of Finance has issued tax policies on digital and intelligent transformation for special equipment for energy conservation, water conservation, environmental protection, and safety production.
During the period from January 1, 2024 to December 31, 2027, the investment in the digital and intelligent transformation of special equipment incurred by the enterprise shall not exceed 50% of the original taxable basis of the purchased special equipment, and can be offset against the enterprise's current year's tax payable at a rate of 10%. If the enterprise's current year's tax payable is insufficient to offset, it can be carried forward to the following years, but the maximum carrying forward period shall not exceed five years.
Hong Kong stock concept tracking | Institutions bullish on China's export opportunities as Europe faces supply bottlenecks in wind turbine foundations (with concept stocks)
Zheshang Securities research reports pointed out that the wind power industry has great export potential. Quantity: Since the second quarter, the previous problems in the domestic wind power industry have gradually improved. The release of offshore wind farms' project approval and bidding has significantly increased the certainty of offshore wind power construction. Considering the delivery schedule issue, it is expected that the quantity aspect will gradually be reflected in the second half of the year. Profitability: The bidding price for wind turbines as a whole is currently under pressure due to industry competition, affecting the profitability of the industry chain. Currently, the wind turbine prices have gradually entered a stabilization period. With the acceleration of the "Large-scale + Deep-sea + Overseas" process, the market competition pattern for the wind turbine industry chain is expected to further optimize, and the profitability is expected to improve. China Securities Co., Ltd.
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