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Huachuang Securities: Europe's sea breeze has entered a period of high-speed growth, and domestic companies are ushering in a new chapter of going global.
Zhì tōng cái jīng APP learned that Huá chuàng zhèng quàn released research reports shows that the overseas single-pile capacity is about 1 million tons this year, after the expansion it will be 1.83 million tons. Based on the newly installed capacity forecasted by GWEC, there is already a supply gap in the overseas single-pile market this year, and if there is no expansion plan in the future, the gap will continue to widen. There is a shortage of local offshore wind supply chain in Europe, and in the future, with further release of demand, domestic leading offshore wind companies may achieve overseas order growth. Along the offshore wind out to sea line, it is recommended to pay attention to the cable/tower pile link. As for the symbol, pay attention to the offshore cable leading industry with overseas historical performance, such as Ningbo Orient Wires & Cables.
Shanghai Taisheng Wind Power Equipment (300129.SZ) has not yet received any offshore photovoltaic orders.
Shanghai Taisheng Wind Power Equipment (300129.SZ) stated on the investor interaction platform on July 9th that the company has not yet undertaken offshore photovoltaic orders.
Shanghai Taisheng Wind Power Equipment (300129.SZ): Annual equity distribution of 10 dividends of 0.5 yuan in 2023. The ex-rights and ex-dividend date is July 17th.
On July 8th, Gelunhui reported that Shanghai Taisheng Wind Power Equipment (stock code: 300129.SZ) announced that the company's annual equity distribution plan for 2023 was based on the existing total share capital of 934,899,232 shares, distributing 0.5 yuan in cash per 10 shares to all shareholders. The registration date for this equity distribution is July 16, 2024, and the ex-dividend date is July 17, 2024.
Shanghai Taisheng Wind Power Equipment (300129.SZ): The production base in Yangzhou mainly focuses on tower products for overseas orders.
Taisheng Wind Power Equipment (300129.SZ) stated on the investor interaction platform on July 5th that the company's Yangzhou production base mainly focuses on tower products for overseas orders, while the Lantau Island production base mainly focuses on offshore wind power and ocean construction equipment. In actual production and operation, the company flexibly arranges production according to orders and the production capacity of each base.
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.
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