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Shanghai Taisheng Wind Power Equipment's (SZSE:300129) Earnings Growth Rate Lags the 11% CAGR Delivered to Shareholders
While Shanghai Taisheng Wind Power Equipment Co., Ltd. (SZSE:300129) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 13% in
Shanghai Taisheng Wind Power Equipment (300129.SZ): The production task in Yangzhou is relatively full, and the situation of order scheduling is true until November this year.
Shanghai Taisheng Wind Power Equipment (300129.SZ) stated on the investor communication platform on June 13 that the production tasks at its production base in Yangzhou are currently very full, and the orders it has undertaken have been scheduled until November this year.
Shanghai Taisheng Wind Power Equipment Co., Ltd.'s (SZSE:300129) Market Cap Surged CN¥393m Last Week, Retail Investors Who Have a Lot Riding on the Company Were Rewarded
Key Insights Shanghai Taisheng Wind Power Equipment's significant retail investors ownership suggests that the key decisions are influenced by shareholders from the larger public A total of 13 inves
Zhongtai Securities: European offshore wind emissions are expected to benefit domestic pile-foundation leaders
European single pile foundations are expected to have a supply and demand gap around 26-27. Combined with a long period of expansion of single pile production capacity (generally 3-5 years), and relatively full orders from overseas manufacturers, further driving demand spillover, thereby providing external opportunities for domestic pile foundation manufacturers to go overseas.
Open Source Securities: Short-term domestic offshore wind installed growth can be expected, and long-term offshore & offshore will further open up room for growth
According to the current construction situation, it is estimated that the installed capacity of Sea Wind will be more than 10 GW in 2024, 6.8 GW will be added to the grid in 2023, and the year-on-year increase of at least 47% in 2024. To achieve the goals of the “14th Five-Year Plan” plan, there is still a lot of potential for installing Sea Wind in 2025.
Taisheng Wind Energy (300129.SZ): The Yangzhou production base is still in the stages of trial production, supplier certification for important customers, and capacity climbing in 2023
Gelonghui, May 7 | Taisheng Wind Energy (300129.SZ) said on the investor interactive platform that the Yangzhou production base was put into operation in mid-2023 and is still in the stages of trial production, supplier certification for important customers, and capacity climbing in 2023. In 2024, based on the premise of product quality stability, the company will continue to promote an orderly increase in production according to its production situation.
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