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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.
Cautious Investors Not Rewarding Sany Renewable Energy Co.,Ltd.'s (SHSE:688349) Performance Completely
GF SEC: The restrictions on offshore wind have been lifted + high bidding, the wind power Industry may see a bottom reversal and valuation switch in 2025.
Since Q3 of 2024, the constraints on offshore wind have gradually been lifted, and the domestic offshore wind sector is experiencing multiple catalysts, with a promising recovery in industry demand expected; moreover, under the 14th Five-Year Plan, the offshore wind development goals of various provinces and cities are firm, making it bullish on significant increases in offshore wind bidding and installation in 2025, with installed capacity expected to reach 12-15 GW by 2025.
Sany Renewable Energy (688349.SH): No company shares repurchased by the end of December.
On January 3, Gelonghui reported that SANY Heavy Energy (688349.SH) announced that in December 2024, the company repurchased its shares through the centralized bidding trading method via the Shanghai Exchange trading system. As of December 31, 2024, the company has cumulatively repurchased 12,556,431 shares through the Shanghai Exchange trading system, accounting for 1.0238% of the total share capital of 1,226,404,215 shares, with the highest purchase price being 29.32 yuan/share, the lowest price being 22.23 yuan/share, and the total amount of funds paid being 32 million yuan.
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 Renewable Energy Co.,Ltd. (SHSE:688349) Looks Inexpensive But Perhaps Not Attractive Enough
