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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.
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