China Galaxy Securities: New energy installations exceed thermal power, and the decline in thermal power generation is expanding.
During the interest rate down cycle, hydropower and Nuclear Power, which have strong dividend attributes, possess long-term allocation value, while Nuclear Power also has high long-term growth potential.
Goldwind Science& Technology (02208.HK) will release its Earnings Reports on March 28.
$Goldwind Science& Technology (02208.HK) will release its Earnings Reports on March 28, and investors are encouraged to pay attention. Futubull reminder: 1. There are no strict regulations on the fiscal year division for companies listed on the Hong Kong and US stock markets; it is completely decided by the companies themselves, so each earnings report period can serve as the cutoff date for the company's annual report, rather than being based on the calendar year as the fiscal year. 2. Generally, the company will hold an earnings report meeting on the scheduled release date or around that date, where company management will discuss the latest quarterly earnings report data and operation situation, and communicate with investors, analysts, media, and others.
Hong Kong stocks fluctuate | Goldwind Science& Technology (02208) rose more than 4% during the trading session. In 2024, China's wind power exports reached a historical high, with the company's export capacity accounting for almost half.
Goldwind Science& Technology (02208) rose over 4% during the trading session. As of the time of publication, it increased by 4.1%, priced at 3.74 Hong Kong dollars, with a transaction amount of 66.7972 million Hong Kong dollars.
Goldwind Science& Technology (02208.HK) plans to hold a Board of Directors meeting on March 28 to approve the annual performance.
According to Gelonghui on March 18, Goldwind Science& Technology (02208.HK) announced that the Board of Directors meeting will be held on March 28, 2025 (Friday) to review and consider approving (including) the consolidated performance of the company and its subsidiaries for the year ending December 31, 2024, and whether to recommend the declaration of a final dividend (if any).
GOLDWIND: DATE OF BOARD MEETING
Cailian Press Venture Capital: In February, the financing in the Carbon Neutrality sector reached 1.835 billion yuan, an increase of 13.98% month-on-month. New Stoneware completed 1 billion yuan in Series C+ financing.
According to data from the financial news agency Venture Capital Tong, in February, there were a total of 52 private equity investment events in the Carbon Neutrality sector, a decrease of 24.64% compared to last month's 69 events; The total disclosed financing amount was approximately 1.835 billion yuan, an increase of 13.98% compared to last month's 1.61 billion yuan.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Tianfeng: The wind turbine Sector is set to undergo a value reassessment.
Tianfeng states that in the context of demand for wind power exceeding expectations, the current logic of the wind turbine industry has undergone significant changes, and the wind turbine sector will face a revaluation of its value.
Tianfeng: Price stabilization combined with profits bottoming out creates a resonance in domestic and foreign wind turbine demand.
The recovery of profitability in the wind turbine Business is a lengthy process, and it's expected that 2025 will be the year when the Industry turns a profit, with domestic demand expected to grow beyond expectations.
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.
Goldwind Science&Technology (SZSE:002202) Shareholders Have Endured a 35% Loss From Investing in the Stock Three Years Ago
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.
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.
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."
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."
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...
Is Goldwind Science&Technology Co., Ltd.'s (SZSE:002202) Stock Price Struggling As A Result Of Its Mixed Financials?
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.
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.
Investors Met With Slowing Returns on Capital At Goldwind Science&Technology (SZSE:002202)