GF SEC: The restrictions on offshore wind have been lifted + high bidding, the wind power Industry may see a bottom reversal and valuation switch in 2025.
Since Q3 of 2024, the constraints on offshore wind have gradually been lifted, and the domestic offshore wind sector is experiencing multiple catalysts, with a promising recovery in industry demand expected; moreover, under the 14th Five-Year Plan, the offshore wind development goals of various provinces and cities are firm, making it bullish on significant increases in offshore wind bidding and installation in 2025, with installed capacity expected to reach 12-15 GW by 2025.
Kaiyuan Securities: CPO is one of the evolutionary directions for AI intelligent computing centers in optical interconnection, currently in the early stage of industrialization, with significant development potential.
The development potential of CPO is considerable, but its commercial implementation still requires industrial collaboration.
Does Hengtong Optic-Electric (SHSE:600487) Have A Healthy Balance Sheet?
The chief engineer of Hengtong Optic-Electric (600487.SH), Shi Huiping, has resigned.
Hengtong Optic-Electric (600487.SH) issued a notice that the Board of Directors received a report submitted by Chief Engineer Ms. Shi Huiping...
Hengtong Optic-Electric Boosts Stake in Subsidiary for 304 Million Yuan
Haitong sec: Onshore wind turbine bidding is strong, and offshore wind will usher in a new growth cycle.
The fan bidding remains strong, with sustained high demand.
Hengtong Optic-Electric (600487.SH): plans to acquire 3.9111% of Hengtong Huahai shares.
On November 28th, Glonghui reported that hengtong optic-electric (600487.SH) announced that the company signed a "Share Transfer Agreement" with the National Development Manufacturing Industry Transformation and Upgrading Fund (Limited Partnership) (referred to as the "National Development Fund"), to acquire 21.25 million shares of its subsidiary Jiangsu Hengtong Huahai Technology Co., Ltd. (referred to as "Hengtong Huahai" or the "symbol company", formerly known as Jiangsu Hengtong Marine Optical Network System Co., Ltd.), held by the National Development Fund, which accounts for 3.9111% of Hengtong Huahai's total share capital for a transaction amount of 304.31 million yuan. After the completion of this transaction, the company's shareholding ratio in Hengtong Huahai will increase to 75.
Soochow Securities: Downstream deliveries in 24Q3 gradually increased, with a month-on-month improvement in wind turbine gross margin.
It is expected that the installed capacity of Haifeng will be 7-8GW in 2024, and 13-15GW in 2025, with an increase of 25% and 100% respectively.
Hengtong Optic-Electric Invests in 300 Million Yuan Partnership Fund
hengtong optic-electric (600487.SH) intends to participate in the investment of Su Chuang Gongrong private equity fund
Hengtong Optic-Electric (600487.SH) announced that the company has partnered with ICBC Capital Management Co., Ltd. (referred to as "ICBC Capital..."
Returns On Capital At Hengtong Optic-Electric (SHSE:600487) Have Stalled
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Hengtong optic-electric (600487.SH) granted 21.5535 million restricted stocks with a grant price of 7.64 yuan per share.
Hengtong Optic-Electric (600487.SH) announced that the restricted stock incentive plan for 2024 stipulates the restricted stocks...
Huachuang Securities: The tender volume for wind turbines in Q1-3 increased significantly year-on-year. Q3 saw a surge in submarine cable and complete machine delivery, leading to profit improvement.
The wind power prosperity continues to rebound, with an additional wind power installed capacity of 39.1GW in 2024 Q1-3, a year-on-year increase of +16.8%, of which offshore/onshore increased by 2.5/36.7GW respectively, with year-on-year growth of +72.7%/+14.4%.
Hengtong Optic-Electric Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Hengtong Optic-Electric's Q3 Profit Increases 27%
Hengtong Optoelectronics: Hengtong Optoelectronics Report for the Third Quarter of 2024
Hengtong Optoelectronics Report for the Third Quarter of 2024
Hengtong Optic-Electric's (SHSE:600487) One-year Earnings Growth Trails the Respectable Shareholder Returns
Hengtong Optic-Electric (600487.SH): The annual bonus fund for 2023 was implemented by purchasing company stocks through reits.
On October 10, Gelonhui announced that from September 30, 2024, to October 10, 2024, apart from retaining necessary expenses, Huaneng Reits•hengtong optic-electric employee incentive service trust purchased a total of 5,565,200 shares of the company through the Shanghai Stock Exchange's stock trading system, accounting for approximately 0.23% of the total share capital of the company, totaling the use of the incentive fund at 95,242,432.60 yuan. The implementation of the purchase of stocks using the incentive fund for the fiscal year 2023 has been completed.