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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.
Sany Heavy Energy (688349.SH): Planning to launch a restricted stock incentive plan for 21.75 million shares.
Gelonghui, December 23丨 Sany Heavy Energy (688349.SH) announced its 2024 Restricted Stock Incentive Plan, which proposes to grant 21.75 million shares of restricted stock to incentive recipients, accounting for approximately 1.77% of the company's total equity of 1,226.404215 million shares at the time of the announcement of this incentive plan draft. The grant price for the first grant of restricted stock to incentive recipients is set at 16.45 yuan per share, and the total number of incentive recipients for this initial grant does not exceed 95, accounting for approximately 1.76% of the total workforce of the company as of June 30, 2024, including the company's announcement of this incentive.
Sany Renewable Energy Co.,Ltd.'s (SHSE:688349) Stock Is Going Strong: Is the Market Following Fundamentals?
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.
Sany Heavy Energy (688349.SH): did not repurchase company shares in October.
On November 4, Gelonghui reported that Sany Heavy Energy (688349.SH) announced that in October 2024, the company failed to repurchase its shares through Shanghai Stock Exchange trading system by centralized bidding trading method. As of October 31, 2024, the company has cumulatively repurchased 12,556,431 shares through Shanghai Stock Exchange trading system by centralized bidding trading method, accounting for 1.0238% of the total share capital of 1,226,404,215 shares. The highest and lowest prices for the repurchase transactions were 29.32 yuan/share and 22.23 yuan/share respectively, with a total amount paid of 3 Chinese yuan.
Sany Renewable Energy Co.,Ltd. (SHSE:688349) Looks Inexpensive But Perhaps Not Attractive Enough
