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Capital Allocation Trends At Windey Energy Technology Group (SZSE:300772) Aren't Ideal
Guosheng Securities' strategy for the wind power Industry in 2025: A new round of high demand for wind power, with dual seas, complete machines, and large MW as the main focus.
After experiencing intense competition, the current host prices are expected to stabilize and rebound in terms of price and profitability, and overseas wind power demand is increasing. The high profitability overseas is expected to improve the profit structure of the domestic wind turbine Industry Chain.
Windey Energy Technology Group (300772.SZ): As the emphasis on the quality and reliability of wind turbines continues to rise within the Industry, it is expected that the bidding prices for wind turbines will remain stable.
On December 26th, Gelonghui reported that Windey Energy Technology Group (300772.SZ) stated during an investor relations activity that the prices of wind turbine units are influenced by various factors such as product type, market environment, and project conditions. At the Wind Energy Exhibition in Peking in October 2024, 12 domestic manufacturers signed the "Self-Discipline Agreement for Maintaining Fair Competition in the China Wind Energy Industry," focusing on addressing issues such as Low Stock Price vicious competition and unfair contract terms. Meanwhile, as the industry's emphasis on the quality and reliability of wind turbines continues to increase, it is expected that turbine tender prices will remain stable. The company insists on high-quality products and services.
CICC: It is expected that the newly installed capacity of domestic wind power in 2025 will reach a historical high.
CICC expects that by 2025, new domestic wind power installations will likely reach 110-120 GW, and the current rush to install is less affected by policies, with continued demand for new installations possible in 2026.
Is Windey Energy Technology Group Co., Ltd.'s (SZSE:300772) Recent Stock Performance Influenced By Its Fundamentals In Any Way?
Windey Energy Technology Group (300772.SZ): plans to establish Zhaoyun New Materials Company to invest in the construction of Taiping Bay blade production base.
On December 6, Gefanhui reported that windey energy technology group (300772.SZ) announced that in order to reduce the cost of wind turbines and ensure the safety of the supply chain, the company plans to jointly establish windey energy technology group and Zhao Yun (liaoning) new energy fund co., ltd. (hereinafter referred to as "Zhao Yun company") to set up windey Zhao Yun North (liaoning) new materials co., ltd. (tentative name, subject to approval by industrial and commercial review; hereinafter referred to as "Zhao Yun new materials company"), with the company holding 80% and Zhao Yun company holding 20%; and invest in the construction of the Taipingwan blade production base as the main investment of Zhao Yun new materials company, with a total project investment of 519.72 million yuan. Due to the company's director and general manager Cheng Chen.
Investors Holding Back On Windey Energy Technology Group Co., Ltd. (SZSE:300772)
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