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China Securities Co.,Ltd.: The capacity utilization rate in the heavy asset segment of wind power has improved. Pay attention to leading companies in submarine cables, tower tubes, and the main machine and offshore wind Sector.
In 2025, the Industry catalysis will drive the Sector upwards, it is recommended to focus on leading companies in submarine cables and tower tubes, with a strong recommendation for main engines and offshore wind Sectors.
GF SEC: Under the background of high bidding, the certainty of 2025 being a big year for wind power installation is high.
The persistence of offshore wind power is expected to exceed expectations, and domestic equipment manufacturers have seen a significant increase in overseas Orders.
Guosen: The demand for power supply in Datacenters is expected to continue upgrading, and the investment in the power grid remains prosperous.
With the accelerated progress of Global digitalization and the ongoing prosperity of the Datacenter market, the demand for Datacenter power is expected to continue upgrading, and the investment climate in the power grid remains strong.
Daiwa Securities Upgrades Ningbo Orient Wires & Cables to Outperform From Hold; Price Target Is 60 Yuan
Research Reports Gold Mining | Guosheng Securities: Ningbo Orient Wires & Cables is expected to see significant growth in performance in 2025, maintaining a "Shareholding" rating.
Guosheng Securities Research Reports indicate that Ningbo Orient Wires & Cables (603606.AH) is proactively planning production capacity for deep-sea submarine cables in Guangxi, with strong performance expected in 2025. The company is building a base for deep-sea transmission projects in Guangxi, which will open the market for submarine cables in the region's offshore wind energy sector. Guangxi is rich in wind energy resources, with a potential development scale of over 100GW for onshore wind energy and over 50GW for offshore wind energy, suggesting the company’s market share for submarine cables is likely to increase. The implementation site of the offshore wind energy project in Guangxi is located in the Beibu Gulf maritime area, with a total planned capacity of 13.4GW, divided into two sections. Section I plans for a total installed capacity of approximately 6.9GW, and Section II plans for a total installed capacity of approximately 6.
Ningbo Orient Wires & Cables Eyes Investment in Power Transmission Equipment Project; Shares Down 3%
Ningbo Orient Wires & Cables Co.,Ltd. Just Missed EPS By 14%: Here's What Analysts Think Will Happen Next
