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Express News | Ping An Securities: Focus on investment opportunities in the wind power, photovoltaic, and energy storage sectors.
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.
Guosen: The demand for power supply in Datacenters is expected to continue upgrading, and the investment in the power grid remains prosperous.
With the accelerated advancement of the Global digitalization process and the continued prosperity of the Datacenter market, the demand for Datacenter power is expected to continue upgrading, and the investment in the power grid remains robust.
Daiwa Securities Upgrades Ningbo Orient Wires & Cables to Outperform From Hold; Price Target Is 60 Yuan
Express News | Daiwa Securities SMBC Co., Ltd.: Initiated a rating of Outperform for Goldwind Science& Technology A shares. Initiated a Buy rating for Ming Yang Smart Energy with a Target Price of 14 yuan. Raised the rating for Hainan Jinpan Intelligent Technology Co.,