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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.
Market Participants Recognise Jiangsu Haili Wind Power Equipment Technology Co., Ltd.'s (SZSE:301155) Revenues
Haile Wind Power (301155.SZ): Received a government subsidy of 49.37 million yuan.
On February 5, Gelonghui reported that Hailey Wind Power (301155.SZ) announced that the company recently received government subsidy funds of 49.37 million yuan, accounting for 56.07% of the absolute value of the Net income attributable to the shareholders of the listed company for the most recent audited period. As of the announcement disclosure date, the aforementioned subsidy funds have been received.
Haili Wind Power: 2024 Annual Performance Forecast
GF SEC: Under the background of high bidding, the certainty of 2025 being a big year for wind power installation is high.
The persistence of offshore wind power is expected to exceed expectations, and domestic equipment manufacturers have seen a significant increase in overseas Orders.
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.