No more 'selling by the catty'! Wind power self-discipline convention 'full moon' industry chain companies see the dawn.

① One month after signing the industry self-discipline convention, several recent projects have been awarded to bidders who did not offer the lowest price, and the bidding party has begun to modify the rules, indicating that the wind power industry is showing signs of breaking away from intense competition; ② Industry insiders indicate that all links of the wind power industry chain still need to continue making efforts, considering the economic benefits generated throughout the entire lifecycle rather than short-term costs, solidifying the results of breaking out of the intense competition.

cls.cnNov 18 07:43

Market rotation accelerates the high and low points! The new energy fund track collectively warms up, and the direction of mergers and acquisitions and reorganization strengthens the strong.

Track the entire lifecycle of the main sector.

cls.cnOct 24 09:21

It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.

①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.

cls.cnOct 18 13:13

Sany Heavy Energy: This year, overseas orders will maintain high growth. The wind turbine manufacturing sector is expected to see a "quantity increase and price stability" in the second half of the year. Direct coverage of the earnings conference.

①The company's secretary Zhou Likai stated that in the second half of the year, the construction of wind farms will be accelerated. Compared to the first half of the year, the company will speed up grid connection and transfer pace in the second half of the year; ②Sany Heavy Industry revealed that currently, overseas orders are mainly focused on surrounding belt and road initiative concept countries, while also discussing numerous projects, with prospects of making breakthroughs in more countries in the future.

cls.cnSep 27 16:42

The industry's installed capacity has increased, Sany Heavy Industry's H1 revenue has increased by 30% year-on-year, but the decrease in the number of wind farms sold has led to a decrease in net profit.

1. In terms of profitability, the company's overall gross margin is 16.01%, a 4.82 percentage point increase from the second half of last year, mainly due to a significant increase in the gross margin of wind turbine sales and effective control of costs and expenses; 2. The income from wind turbines and accessories is 4.917 billion yuan, a year-on-year increase of 68.10%. Among them, domestic onshore wind turbines' external sales capacity is 3.3GW, a 121% year-on-year increase.

cls.cnAug 30 10:53

Gross margin halved and investment income is poor luoyang xinqianglian slewing bearing H1 turned to a loss|interpretations

①The decline in revenue year-on-year, the stock price of the investment target dropped, and the assets shrank, causing the star stock luoyang xinqianglian to report a worsened loss in the mid-year report compared to the first quarter; ②In response, the company stated that it will further increase new product technology research and development innovation, and deepen its market expansion and optimization of the supply chain management.

cls.cnAug 29 21:56