GOLDWIND News

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

[Bay Area Early Reference] State Council: The capital ratio for special bond projects is increased to 30%, and the scope is expanded to include digital economy and other areas.

I. Market News 1. The State Council: The capital contribution ratio for special bond projects is raised to 30%, expanding the scope to the digital economy and others. The State Council issued an opinion draft stating that the ratio of special bonds used as project capital contributions is to be increased. For provinces, the upper limit of special bonds that can be used as project capital contributions is raised from 25% of the special bond scale used for project construction in that province to 30%. The opinion draft indicates that the scope of special bonds used as project capital contributions will be expanded to include infrastructure in XINXINGCHANYE such as information technology, New Materials, biological manufacturing, digital economy, low-altitude economy, quantum Technology, life sciences, commercial spaceflight, BeiDou, and computing power equipment and supporting facilities.

Jingwu Financial NewsDec 26, 2024 19:20 ET

CICC: It is expected that the newly installed capacity of domestic wind power in 2025 will reach a historical high.

CICC expects that by 2025, new domestic wind power installations will likely reach 110-120 GW, and the current rush to install is less affected by policies, with continued demand for new installations possible in 2026.

Zhitong FinanceDec 25, 2024 01:34 ET

Take Care Before Diving Into The Deep End On Goldwind Science&Technology Co., Ltd. (SZSE:002202)

Simply Wall StDec 24, 2024 20:00 ET

【Hong Kong Stock Connect】Goldwind Science& Technology (02208) sells wind farm operator for 99.3 million Australian Dollar.

Jingwo Financial News | Goldwind Science& Technology (02208) announced the sale of its wholly-owned subsidiary Mukniushan Holding Company to Atmos for 99.3 million Australian Dollar. The Mukniushan Holding Company is engaged in wind farm operations, etc. According to the announcement, the sale includes the repayment of shareholder loans of 39.468 million Australian Dollar for Mukniushan Holding Company, the 100% equity of Mukniushan Holding Company, as well as adjustments to the "Wind Farm Project Operation and Maintenance Agreement" signed by Goldwind International's wholly-owned subsidiary Goldwind Tasmania with the project company in which it holds a 20% stake, regarding the terms related to guaranteed power generation, and will continue to provide operation and maintenance services for the project.

Jingwu Financial NewsDec 19, 2024 20:11 ET

Goldwind Science& Technology (002202.SZ): Goldwind Muniushan Hong Kong Company intends to transfer 100% equity of Muniushan Holdings Company to Australia's Atmos Company.

On December 19, Gelonghui reported that Goldwind Science & Technology (002202.SZ) announced that on December 17, 2024, the second meeting of the eighth Board of Directors reviewed and approved the proposal regarding Goldwind's subsidiary in Hong Kong transferring 100% equity of Wild Cattle Hill Holding Company to Atmos Company in Australia. It was agreed that Goldwind International Holdings (Hong Kong) Limited, a wholly-owned subsidiary of Goldwind Science & Technology, would collaborate with Atmos Cwt Pty Ltd.

Gelonghui FinanceDec 19, 2024 04:54 ET

Goldwind Science& Technology (002202.SZ) granted 39.4 million restricted stocks to 460 first-time incentive recipients.

Goldwind Science& Technology (002202.SZ) released an announcement regarding the restrictions set forth by the restricted stock incentive plan for 2024...

Zhitong FinanceDec 13, 2024 06:06 ET

Research Reports Goldmine | The Pacific Securities: Goldwind Science& Technology's performance is expected to achieve rapid growth, initiating a "Buy" rating.

Pacific Securities Research Reports indicate that with the recovery of profitability in the turbine Business, combined with the contributions from wind farm investment and development, as well as wind power service Business, Goldwind Science& Technology (002202.SZ) is expected to achieve rapid growth in performance. The initial coverage gives a 'Buy' rating. Goldwind Science& Technology has maintained the top market share in the domestic wind power market for 13 consecutive years since 2011; however, in recent years, its market share has declined under the strong competitive pressure from emerging second-tier turbine companies. As market concentration increases in the future, Goldwind Science& Technology, as a leader, is expected to increase its share. By the end of the third quarter of 2024, the company has external Orders of 41.38GW and is well-prepared.

Gelonghui FinanceDec 13, 2024 01:21 ET

Soochow Securities: The demand for onshore and offshore wind installations will resonate in 2025, bullish on the growth potential of offshore wind.

In 2025, offshore wind power installation will experience rapid growth, showing long-term growth potential; onshore wind power installation will benefit from improved demand, and the wind turbine sector will gain from stable prices and cost optimization to achieve a profit reversal. The casting sector and others have the basis for price increases and enjoy significant profit elasticity.

Zhitong FinanceDec 10, 2024 01:00 ET

Goldwind Science&Technology (SZSE:002202) Shareholders Have Endured a 36% Loss From Investing in the Stock Three Years Ago

Simply Wall StDec 4, 2024 18:03 ET

Citic Securities: The construction of a new electrical utilities system promotes the sustainable development of the power grid. It is expected that the investment growth rate of the power grid in 2025 will maintain double-digit growth.

In 2025, electrical utilities construction will continue to focus on the long-term requirements of "dual carbon" transformation and the construction of new power systems, continuing the trend of balancing the main grid and the distribution side of electrical utilities.

Zhitong FinanceDec 1, 2024 20:45 ET

Haitong sec: Onshore wind turbine bidding is strong, and offshore wind will usher in a new growth cycle.

The fan bidding remains strong, with sustained high demand.

Zhitong FinanceNov 29, 2024 01:52 ET