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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.
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