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.

Zhitong FinanceJan 2 15:27

Haili Wind Power (301155.SZ): Some fundraising projects have been completed and the remaining raised funds will be permanently used to supplement working capital.

On December 30, Glonghui announced that Haili Wind Power (301155.SZ) held the sixth meeting of the third Board of Directors and the sixth meeting of the third Supervisory Board on December 30, 2024, to review and approve the proposal regarding the completion of part of the fundraising investment projects and the permanent supplementation of surplus fundraising funds into working capital. The fundraising investment project "SSE High-End Equipment Manufacturing 60 Index (Phase 1)" has been completed and reached the designated usable status, and the company agreed to conclude this project and permanently supplement the surplus fundraising funds into working capital; meanwhile, in the initial fundraising investment project, the funds will be used to "repay bank loans" and "supplement working capital."

Gelonghui FinanceDec 30, 2024 16:52

Guosheng Securities' strategy for the wind power Industry in 2025: A new round of high demand for wind power, with dual seas, complete machines, and large MW as the main focus.

After experiencing intense competition, the current host prices are expected to stabilize and rebound in terms of price and profitability, and overseas wind power demand is increasing. The high profitability overseas is expected to improve the profit structure of the domestic wind turbine Industry Chain.

Zhitong FinanceDec 30, 2024 11:17

CICC: It is expected that the newly installed capacity of domestic wind power will reach a historic high in 2025.

Zhongjin expects that by 2025, the newly installed capacity of wind power in the country is likely to reach 110-120 GW, and this round of rush for installations is less affected by policies, with new installation demand possibly continuing in 2026.

Zhitong FinanceDec 25, 2024 14:34

Express News | Soochow Securities: The demand for land and sea wind installation resonates, Bullish on the long-term growth of the Sector.

BreakingsDec 12, 2024 07:22

Express News | Soochow: In Q3, downstream deliveries gradually increased, and the gross margin of wind turbines improved compared to the previous period.

BreakingsNov 29, 2024 07:31