【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.
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.