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)
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.
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.
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.
We Think Goldwind Science&Technology (SZSE:002202) Is Taking Some Risk With Its Debt
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.
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.
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.
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.
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...
[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.
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.
Take Care Before Diving Into The Deep End On Goldwind Science&Technology Co., Ltd. (SZSE:002202)