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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.
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.
Ming Yang Smart Energy Group (SHSE:601615) Has Debt But No Earnings; Should You Worry?
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%.
Mingyang Intelligence: Third Quarter Report 2024
Third Quarter Report 2024
Capital Allocation Trends At Ming Yang Smart Energy Group (SHSE:601615) Aren't Ideal
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