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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.
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.
Painful Week for Retail Investors Invested in Ming Yang Smart Energy Group Limited (SHSE:601615) After 7.5% Drop, Institutions Also Suffered Losses
Ming Yang Smart Energy (601615.SH): Overseas corporate Bonds have completed principal and interest payments.
Glory Network on December 16th丨Ming Yang Smart Energy (601615.SH) announced that its wholly-owned overseas subsidiary Ming Yang Smart Energy (BVI) Ltd. acted as the issuer of the overseas corporate bonds and completed the issuance of 0.2 billion USD corporate bonds (hereinafter referred to as "this USD bond") on December 14, 2021. This USD bond has a coupon rate of 1.60%, pays interest semi-annually, has a maturity period of 3 years, and the bond maturity date is December 16, 2024 (the original principal and interest repayment date was December 14, 2024, but it was postponed to December 16, 2024 due to holidays). As of 2024,
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.
ubs group: Maintains a "buy" rating for goldwind science& technology, with the target price raised to 9.5 Hong Kong dollars.
UBS Group released a research report stating an optimistic outlook for China's turbine original equipment manufacturers. Their analysis shows that considering various factors, including supply and demand dynamics, returns on wind power projects, and geopolitical risks, the Middle East and Africa as well as the ASEAN region are the most favorable markets for China's turbine manufacturers. The preference for turbine manufacturers is ranked as follows: Goldwind Science & Technology (02208), Ming Yang Smart Energy (601615.SH), and SANY Heavy Energy (688349.SH). The target price for Goldwind Science & Technology is raised from 6 HKD to 9.5 HKD, maintaining a 'buy' rating. The bank explained.
Capital Allocation Trends At Ming Yang Smart Energy Group (SHSE:601615) Aren't Ideal
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