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Research Reports on Goldwind Science& Technology: Huayuan Securities initiates a "Buy" rating for Goldwind Science& Technology, driven by both wind turbines and wind power development.
Huayuan Securities' Research Reports pointed out that Goldwind Science& Technology is the leader in China's wind turbine manufacturing, driven by both turbine production and wind power development. In 2024, performance is expected to rebound, with a net income attributable to the parent company of 1.79 billion yuan in the first three quarters, an increase of 42.14% year-on-year. In recent years, due to intensified competition and other factors, the price of complete machines and the gross margin level of complete manufacturers have continued to decline, but profitability is expected to improve in the future. Like other operators, the company also faces a shortfall issue, estimated at about 6.7-10.7 billion yuan, which is expected to be resolved, significantly alleviating the company's financial pressure. In addition, the mechanism of electricity prices is expected to prompt operators to focus more on the whole life cycle costs.
Goldwind Science&Technology (SZSE:002202) Shareholders Have Endured a 35% Loss From Investing in the Stock Three Years Ago
Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
CICC: The newly added installation capacity for wind power has reached a two-year high, raising the forecast for China's newly added wind power installation in 2025.
Recently, the Wind Power Committee of the China Renewable Energy Society (CWEA) released data on the newly installed capacity of wind power in China for 2024, indicating that the newly installed capacity for wind power in China in 2024 will be 87.0GW, setting a historical high for the second consecutive year.
Hong Kong stock Concept tracking | Six departments issued "Guiding Opinions on Promoting the Scaled Utilization of Ocean Energy" Wind power Industry valuation welcomes overall improvement (including Concept stocks)
Six departments jointly issued the "Guiding Opinions on Promoting the Large-Scale Utilization of Ocean Energy."
Hong Kong stock Concept tracking | Offshore Wind Power is bullish, domestic offshore wind projects continue to advance, Wind Power Equipment companies enter the profit recovery stage (including Concept stocks).
Recently, the Ministry of Natural Resources, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, the Chinese Academy of Sciences, and the National Energy Administration jointly issued the "Guiding Opinions on Promoting the Large-Scale Utilization of Marine Energy."
