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Caixin Securities: A milestone year for Wind Power Equipment delivery, focus on the "Two Seas" and diversification of components.
Overall, the demand side of the Wind Power Equipment Industry is expected to significantly improve by 2025, leading the industry to switch from a passive destocking phase to an active restocking phase, and a major delivery year is anticipated.
Ningbo Orient Wires & Cables (603606.SH): Total bid for a project worth 1.275 billion yuan.
On December 31, Gelonghui reported that Ningbo Orient Wires & Cables (603606.SH) announced that it has successively received relevant bidding notifications, confirming the company as the successful bidder for related projects: 1. The 220kV and 66kV submarine cable project at the Peninsula North L site for CHINA BEST's ShanDong branch, with a bid amount of approximately 0.985 billion yuan; 2. The EPC project for the 66kV submarine cable at the Qingshou Qihai offshore wind farm by the upper survey institute, with a bid amount of approximately 0.29 billion yuan. The total bid amount for the above projects is approximately 1.275 billion yuan, and the performance of these contracts will have a positive impact on the company's future operational performance, although it will not affect the company's operational independence.
The Returns On Capital At Ningbo Orient Wires & CablesLtd (SHSE:603606) Don't Inspire Confidence
CICC: It is expected that the newly installed capacity of domestic wind power in 2025 will reach a historical high.
CICC expects that by 2025, new domestic wind power installations will likely reach 110-120 GW, and the current rush to install is less affected by policies, with continued demand for new installations possible in 2026.
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.
Market Still Lacking Some Conviction On Ningbo Orient Wires & Cables Co.,Ltd. (SHSE:603606)
Ningbo Orient Wires & Cables Co.,Ltd. Just Missed EPS By 14%: Here's What Analysts Think Will Happen Next
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