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China Securities Co.,Ltd.: The capacity utilization rate in the heavy asset segment of wind power has improved. Pay attention to leading companies in submarine cables, tower tubes, and the main machine and offshore wind Sector.
In 2025, the Industry catalysis will drive the Sector upwards, it is recommended to focus on leading companies in submarine cables and tower tubes, with a strong recommendation for main engines and offshore wind Sectors.
Jinlei Technology (300443.SZ): The overseas Orders for forged spindle products for 2025 have basically been negotiated, and the negotiation results meet the company's expectations.
On January 8, Gelonghui reported that Jinlei Technology (300443.SZ) stated on the investor interaction platform that the foreign Orders for the forged spindle products for 2025 have basically been negotiated, and the negotiation results meet the company's expectations. Domestic Orders for forged spindles are still under negotiation. The company is one of the core suppliers of Vestas forged spindles. Currently, the first Vestas 15MW cast spindle processed by the Dongying factory has passed inspection, and efforts are also being made to promote the comprehensive certification of Vestas qualified suppliers.
Jinlei Technology (300443.SZ): Has cumulatively repurchased 0.88% of its shares.
Gelonghui January 2丨Jinlei Technology (300443.SZ) announced that, as of December 31, 2024, the company has repurchased a total of 2,805,000 shares through a dedicated securities repurchase account via centralized bidding, accounting for 0.88% of the company's current total shares, with the highest Fill Price at 25.23 yuan/share, the lowest Fill Price at 23.06 yuan/share, and a total amount of 67.5151 million yuan (excluding transaction fees).
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.
Returns At Jinlei Technology (SZSE:300443) Appear To Be Weighed Down
Jinlei Technology (300443.SZ) plans to distribute 0.7 yuan for every 10 shares, with the ex-dividend date on December 6.
Jinlei Technology (300443.SZ) announced that the planned equity distribution for all shareholders before the third quarter of 2024 is: to distribute to all shareholders every...