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