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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.
The Market Doesn't Like What It Sees From Hengtong Optic-Electric Co., Ltd.'s (SHSE:600487) Earnings Yet
