In 2024, the electric wind power sector reported a loss of 0.785 billion yuan, a reduction in loss compared to the previous year.
1. The electrical wind power indicates that in 2024, the company will reduce product costs by promoting product large-scale production and lowering supply chain costs, leading to improved gross margin on sales orders, with a reduction in Net income for 2024; 2. Regarding income by region, in 2024, the company's foreign wind turbine sales revenue was 1.309 billion yuan, accounting for 12.62% of the main Business revenue.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
The competition in the wind power industry has reached the component sector, and Tongyu Heavy Industry expects to incur losses in the peak season of Q4 last year. | Interpretations
On the evening of the 21st, Tongyu Heavy Industry announced that it expects a significant decline in performance of about 80% in 2024. According to the company's forecast data, there will be losses in the normally busy fourth quarter. The company stated that intensified competition in the wind power industry and falling product prices have greatly impacted its performance.
Intensified competition puts pressure on gross margin, Luoyang Xinqianglian Slewing Bearing expects a significant decline in performance for the 2024 fiscal year | Interpretations
① In 2024, the competition pressure in the wind power industry is being passed upstream, leading to performance pressure for wind power component companies. Luoyang Xinqianglian Slewing Bearing expects a significant decline in the company's performance year-on-year in 2024; ② Some industry insiders have indicated to reporters from Cai Lian She that there are signs of easing in the internal competition of the wind power industry.
Speculating on the "computing power" hotspot and controlling the rhythm of information disclosure! Former Director of Jiangyin Hengrun Heavy Industries, Cheng Lixin, and others manipulated stock prices and were fined 0.14 billion.
① The China Securities Regulatory Commission imposed penalties exceeding 0.14 billion yuan on Jiangyin Hengrun Heavy Industries' former Chairman Cheng Lixin and Ding Jian, Zhang Yazhou, and took measures to ban them from the securities market. ② The three manipulated stock prices through means such as failure to disclose the establishment of a computing power subsidiary, share acquisition agreements, server procurement, and global strategy cooperation framework agreements, exaggerating or falsely promoting the company's Business.
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.