02208 GOLDWIND
- 7.380
- +0.350+4.98%
GOLDWIND News
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.
Hong Kong stocks movement | Goldwind Science & Technology (02208) rises over 4% again, the wind power installation has not been fully anticipated by the market, and the industry’s short to medium-term prosperity remains relatively high.
Goldwind Science & Technology (02208) rose by over 4% again, as of the time of writing, up 4.41%, priced at 7.34 Hong Kong dollars, with a trading volume of 34.0394 million Hong Kong dollars.
Hong Kong stock concept tracking | The Haifeng project has recently been launched intensively. Haifeng is expected to achieve performance realization in the first half of 2025 (with concept stocks).
It is rumored that the groundbreaking ceremony has been slightly delayed. According to institutions, the construction progress of the jiangsu project is normal, mainly delayed due to construction permit procedures.
Hongde Co., Ltd. (301163.SZ): The main customers in the wind power sector include Siemens Gamesa, Enercon, goldwind science& technology, and NGC.
On November 28, Gelonghui reported that Hongde Co., Ltd. (301163.SZ) recently indicated in an investor relations activity that the main clients in the wind power sector include Siemens Gamesa, Enercon, goldwind science& technology, and NGC; clients in the medical instruments sector include Siemens Healthineers and Neusoft Medical; clients in the power equipment sector include hitachi ltd sponsored adr and sieyuan electric; clients in the dkm injection machine sector include Engel and kraussmaffei; and clients in the pump and valve sector include Grundfos.
China Securities Co., Ltd. Power Equipment New Energy Fund 25-year investment strategy: grasp three types of assets, energy storage dominates the whole year.
china securities co.,ltd. is most bullish on energy storage in the new energy fund sector of the power equipment sector.
[Hong Kong Stock Connect] Goldwind Science & Technology (02208) rises 7.41% against the trend. In October, domestic wind power installations increased by 74% year-on-year.
Gold Finance News | Goldwind Science & Technology (02208) performed strongly against the market trend, as of the time of publication, up 7.41% to 6.23 yuan, with a turnover of 82.48 million yuan. On the news front, on November 22, the National Energy Administration released national electrical utilities statistics for January-October. In October, wind power added installations of 6.68GW, with installation growth accelerating. By the end of October 2024, wind power installed capacity was approximately 0.49 billion kilowatts, up by +20.3% year-on-year. From January to October 2024, domestic wind power added installations reached 45.80GW, up by +23% year-on-year. In October 2024, domestic wind power added installations.
China Logs 15% Rise in Installed Power Generation in January-October
Trending Industry Today: FLAT GLASS Leads Losses In Electrical Equipment Stocks
Goldwind Science & Technology (02208) provides guarantees for its subsidiary Goldwind New Energy South Africa.
Goldwind Science& Technology (02208) announced that its wholly-owned subsidiary Goldwind International Holdings (Hong Kong) Limited (hereinafter referred to as...
[Brokerage Focus] Citigroup: Chinese wind turbine generator manufacturers benefiting from sales growth.
Kingwu Financial News | Recent research reports from Citigroup pointed out that chinese wind turbine generator (WTG) manufacturers will significantly benefit from sales growth in 2024. With the continuous growth of China's wind power installations, it is expected to achieve a year-on-year growth of 19-32% in 2024, reaching 90-100GW, including 8-10GW of offshore wind power. In addition, the market price of Chinese WTG has reached a bottom, with a slight increase of 100-200 yuan per kilowatt recently, and the export volume of WTG increased by 60% year-on-year in 2023, reaching 3.7GW. The growth momentum is expected to continue in 2024.
Hong Kong stocks movement | Wind power shares surged during trading. In the first three quarters, the domestic wind power bidding volume was obviously significant, and overseas demand resonated and expanded.
Wind power stocks rose during the trading session. As of the time of publication, Goldwind Science& Technology (02208) increased by 4.35% to HKD 6.24; China Longyuan (00916) rose by 3% to HKD 6.87; China Suntien (00956) rose by 2.68% to HKD 3.45; Datang Renew (01798) rose by 1.99% to HKD 2.05.
[Brokerage Focus] Zhongtai International: Key domestic offshore wind projects are gradually starting construction, and the wind power sector is expected to see a recovery in both volume and price.
Kingold financial information | Zhongtai International issued a research report, indicating that wind power demand is gradually increasing, and is expected to usher in a recovery in both volume and price. Recently, the UK's East Anglia 2 offshore wind project has completed the procurement of core equipment such as offshore wind turbines and monopile foundations. The UK Prime Minister has proposed temporary subsidies for offshore wind developers investing in industrial centers, coastal areas, and oil & gas communities in the UK. Turkey has launched a 5GW offshore wind development roadmap for 2035, with optimism in the overseas offshore wind sector. Key domestic offshore wind projects are gradually commencing construction, with promising prospects for next year. The 2.65GW project in Jiangsu has made significant progress, and clear information on the start of construction within the year is available, including Fan Shi One.
No more 'selling by the catty'! Wind power self-discipline convention 'full moon' industry chain companies see the dawn.
① One month after signing the industry self-discipline convention, several recent projects have been awarded to bidders who did not offer the lowest price, and the bidding party has begun to modify the rules, indicating that the wind power industry is showing signs of breaking away from intense competition; ② Industry insiders indicate that all links of the wind power industry chain still need to continue making efforts, considering the economic benefits generated throughout the entire lifecycle rather than short-term costs, solidifying the results of breaking out of the intense competition.
Goldwind Science&Technology Co., Ltd. (SZSE:002202) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?
Goldwind Science & Technology (002202.SZ): The repurchase plan has been completed, with a total repurchase of 42.2282 million shares.
On November 15, GeLongHui reported that goldwind science& technology (002202.SZ) announced that as of November 15, 2024, the company has repurchased a total of 42,228,173 A-shares through a repurchase special securities account in a centralized bidding manner, accounting for approximately 0.99947% of the total share capital. The highest fill price was 11.01 yuan/share, the lowest fill price was 9.49 yuan/share, and the total trade amount was RMB 442,384,531.66 (excluding transaction costs). The amount of shares repurchased by the company has reached the lower limit of the total amount repurchased in the repurchase plan and has not exceeded the upper limit.
On November 15, Goldwind Science & Technology (02208.HK) spent 3.1457 million yuan to repurchase 0.3 million A-shares.
Gelonghui, November 15th | Goldwind Science & Technology (02208.HK) announced that on November 15, 2024, it spent 3.1457 million RMB to repurchase 0.3 million shares of A-shares, at a repurchase price of 10.38-10.5 yuan per share.
Goldwind Science& Technology (002202.SZ): As of September 30, the total external orders overseas reached 5536MW.
Gelonghui, November 12th- Goldwind Science& Technology (002202.SZ) held a roadshow on November 12, 2024, focusing on 'The progress of the company's overseas market expansion in the first three quarters of 2024.' The company stated that since the beginning of this year, the company has achieved business breakthroughs in markets such as Morocco, the Philippines, Georgia, and Namibia among other markets; up to now, the company's business has expanded to 6 continents and 42 countries globally. By the end of the third quarter of 2024, the cumulative installed capacity of international business reached 8,051MW, with installation capacities exceeding 1GW in North America, Oceania, and South America, and in the Asian region.
Huachuang Securities: The tender volume for wind turbines in Q1-3 increased significantly year-on-year. Q3 saw a surge in submarine cable and complete machine delivery, leading to profit improvement.
The wind power prosperity continues to rebound, with an additional wind power installed capacity of 39.1GW in 2024 Q1-3, a year-on-year increase of +16.8%, of which offshore/onshore increased by 2.5/36.7GW respectively, with year-on-year growth of +72.7%/+14.4%.
gtja: The electrical utilities assets are expected to usher in a new round of value reassessment opportunities with the verification of electricity price stability. Maintain a "shareholding" rating for the industry.
gtja released research reports stating that it maintains a "shareholding" rating for the electrical utilities industry.
Hong Kong stock concept tracking | Wind power industry strengthens self-discipline, third quarter wind power companies achieve positive growth in performance (concept stock attached)
12 wind turbine manufacturers jointly signed the "China Wind Power Industry Maintenance Market Fair Competition Environment Self-Discipline Convention", aiming to jointly resist the behavior of low stock price malicious competition.
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