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Soochow Securities: The demand for onshore and offshore wind installations will resonate in 2025, bullish on the growth potential of offshore wind.
In 2025, offshore wind power installation will experience rapid growth, showing long-term growth potential; onshore wind power installation will benefit from improved demand, and the wind turbine sector will gain from stable prices and cost optimization to achieve a profit reversal. The casting sector and others have the basis for price increases and enjoy significant profit elasticity.
Jiangsu Zhongtian Technology (600522.SH): The fifth phase of the share repurchase has not yet started.
Gelonghui, December 3rd丨Jiangsu Zhongtian Technology (600522.SH) announced that as of November 30, 2024, the company has not yet begun the share repurchase plan through centralized bidding trade for the fifth phase.
Jiangsu Zhongtian Technology's (SHSE:600522) 16% CAGR Outpaced the Company's Earnings Growth Over the Same Five-year Period
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.
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.
China Galaxy Securities: AI + computing power boost communication revenue quality, high prosperity is expected to continue.
Looking ahead, although the current fund company tends to focus more on solar module and telecom operator asset allocation, it maintains an optimistic attitude towards exploring emerging sub-industries in the telecommunications industry, and sub-industries with undervalued potential may gradually become favored.
Jiangsu Zhongtian Technology Co., Ltd. (SHSE:600522) Shares Fly 30% But Investors Aren't Buying For Growth
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