Research Reports on Goldwind Science& Technology: Huayuan Securities initiates a "Buy" rating for Goldwind Science& Technology, driven by both wind turbines and wind power development.

Huayuan Securities' Research Reports pointed out that Goldwind Science& Technology is the leader in China's wind turbine manufacturing, driven by both turbine production and wind power development. In 2024, performance is expected to rebound, with a net income attributable to the parent company of 1.79 billion yuan in the first three quarters, an increase of 42.14% year-on-year. In recent years, due to intensified competition and other factors, the price of complete machines and the gross margin level of complete manufacturers have continued to decline, but profitability is expected to improve in the future. Like other operators, the company also faces a shortfall issue, estimated at about 6.7-10.7 billion yuan, which is expected to be resolved, significantly alleviating the company's financial pressure. In addition, the mechanism of electricity prices is expected to prompt operators to focus more on the whole life cycle costs.

Gelonghui Finance04:00 ET

Goldwind Science&Technology (SZSE:002202) Shareholders Have Endured a 35% Loss From Investing in the Stock Three Years Ago

Simply Wall StMar 8 20:04 ET

Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.

At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.

cls.cnMar 6 19:12 ET

CICC: The newly added installation capacity for wind power has reached a two-year high, raising the forecast for China's newly added wind power installation in 2025.

Recently, the Wind Power Committee of the China Renewable Energy Society (CWEA) released data on the newly installed capacity of wind power in China for 2024, indicating that the newly installed capacity for wind power in China in 2024 will be 87.0GW, setting a historical high for the second consecutive year.

Zhitong FinanceFeb 26 01:48 ET

Hong Kong stock Concept tracking | Six departments issued "Guiding Opinions on Promoting the Scaled Utilization of Ocean Energy" Wind power Industry valuation welcomes overall improvement (including Concept stocks)

Six departments jointly issued the "Guiding Opinions on Promoting the Large-Scale Utilization of Ocean Energy."

Zhitong FinanceFeb 25 00:10 ET

Hong Kong stock Concept tracking | Offshore Wind Power is bullish, domestic offshore wind projects continue to advance, Wind Power Equipment companies enter the profit recovery stage (including Concept stocks).

Recently, the Ministry of Natural Resources, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, the Chinese Academy of Sciences, and the National Energy Administration jointly issued the "Guiding Opinions on Promoting the Large-Scale Utilization of Marine Energy."

Zhitong FinanceFeb 24 18:39 ET

Goldwind Science& Technology (02208) provides guarantees for its wholly-owned subsidiary Goldwind Australia.

Goldwind Science& Technology (02208) announced that its wholly-owned subsidiary Goldwind International Holdings (Hong Kong) Limited (to...

Zhitong FinanceFeb 24 04:45 ET

Is Goldwind Science&Technology Co., Ltd.'s (SZSE:002202) Stock Price Struggling As A Result Of Its Mixed Financials?

Simply Wall StFeb 18 19:31 ET

Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.

According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.

cls.cnFeb 13 22:37 ET

Hong Kong stocks fluctuated | Goldwind Science& Technology (02208) fell over 3%, with the stock price hitting a new low in more than four months. Morgan Stanley indicated that its profits last year might not have met expectations.

Goldwind Science& Technology (02208) fell over 3%, reaching a new low of 5.22 HKD since September of last year. As of writing, it has dropped 3.48%, priced at 5.27 HKD, with a transaction amount of 16.2771 million HKD.

Zhitong FinanceFeb 3 01:20 ET

Investors Met With Slowing Returns on Capital At Goldwind Science&Technology (SZSE:002202)

Simply Wall StJan 31 17:12 ET

Bank of America Merrill Lynch: Last year, the defensive yields from thermal and hydro power performed exceptionally well in the Utility Sector, upgrading HUANENG POWER (00902) rating to "Buy."

The MSCI China Utilities Index rose about 17% last year, performing in line with the market. Among them, defensive yields like thermal and hydro power have performed exceptionally well within the Sector. It is recommended that investors choose defensive stocks this year and add to positions when individual quality Beta stocks experience price corrections.

Zhitong FinanceJan 17 03:56 ET

Hong Kong stock Concept tracking | In 2024, China's new installed capacity of wind power sets a new high, and recently, the prices of wind power Electric Machines have rebounded (with Concept stocks attached).

Many leading domestic wind turbine manufacturers began to see a recovery in performance last year.

Zhitong FinanceJan 16 20:45 ET

According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.

According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.

cls.cnJan 14 18:53 ET

We Think Goldwind Science&Technology (SZSE:002202) Is Taking Some Risk With Its Debt

Simply Wall StJan 13 19:20 ET

China Securities Co.,Ltd.: The demand for green electricity in AI Datacenters is expected to bring additional doubling space for the Energy Storage Industry Chain within three years.

Datacenters open up further growth space for light storage, and the pairing of datacenters with storage is expected to become an industry trend. It is recommended to pay attention to competitive leading energy storage system suppliers and energy storage PCS manufacturers.

Zhitong FinanceJan 12 18:41 ET

GF SEC: The restrictions on offshore wind have been lifted + high bidding, the wind power Industry may see a bottom reversal and valuation switch in 2025.

Since Q3 of 2024, the constraints on offshore wind have gradually been lifted, and the domestic offshore wind sector is experiencing multiple catalysts, with a promising recovery in industry demand expected; moreover, under the 14th Five-Year Plan, the offshore wind development goals of various provinces and cities are firm, making it bullish on significant increases in offshore wind bidding and installation in 2025, with installed capacity expected to reach 12-15 GW by 2025.

Zhitong FinanceJan 9 02:43 ET

Hong Kong stocks movement | Goldwind Science& Technology (02208) up more than 4%, wind turbine gross margin is expected to continue improving with high growth in international and offshore wind turbine shipments.

Goldwind Science& Technology (02208) rose over 4%, as of the time of writing, it increased by 4.34%, trading at 6.49 Hong Kong dollars, with a transaction amount of 40.5351 million Hong Kong dollars.

Zhitong FinanceJan 6 02:15 ET

Caixin Securities: A milestone year for Wind Power Equipment delivery, focus on the "Two Seas" and diversification of components.

Overall, the demand side of the Wind Power Equipment Industry is expected to significantly improve by 2025, leading the industry to switch from a passive destocking phase to an active restocking phase, and a major delivery year is anticipated.

Zhitong FinanceJan 2 02:27 ET

Goldwind Science& Technology (02208) provides guarantees for its wholly-owned subsidiaries Goldwind International and Goldwind Turkey.

Goldwind Science& Technology (02208) announced that its wholly-owned subsidiary Goldwind International Holdings (Hong Kong) Limited (to...

Zhitong FinanceDec 30, 2024 06:06 ET