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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.
Zhongji United (605305.SH): The company's main lifting products hold a market share of about 70% in the domestic wind power Industry.
On January 15, Gelonghui reported that Zhongji United (605305.SH) stated during a recent institutional investor research meeting that the company's products are mainly used in the wind power Industry, holding the number one market share in the wind power segment. Currently, the company's main lifting products have a market share of about 70% in the domestic wind power Industry; in the international market, the market share of the company's main products also exceeds 30%; and the market share of the climbing aids in the international market is close to 100%.
Zhongji United (605305.SH): Orders from domestic and overseas markets each account for about 50%.
On January 15, Gelonghui reported that Zhongji United (605305.SH) recently stated during a meeting with institutional investors that from the new signed Orders for the period of January to December 2024, there is approximately a 35% growth compared to the same period last year, with domestic and overseas markets each accounting for about 50%, and the growth rate of Orders in the overseas market is faster than that in the domestic market.
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.
Zhongji United (605305.SH): The products sold in the European market are mainly elevator products.
Gelonghui reported on December 30 that Zhongji United (605305.SH) recently stated during a research meeting with Institutional investors that the products sold in the European market mainly consist of elevator products, primarily applied in newly developed markets.
Zhongji United (605305.SH): The Business in the Brazilian market involves both new and existing markets.
Glory Exchange, December 30丨Zhongji United (605305.SH) recently stated during a meeting with institutional investors that the company's Business in the Brazilian market involves both new markets and existing markets, with customers primarily consisting of turbine manufacturers and wind power companies.
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