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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.
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