The Zhitong Finance App learned that Goldwind Technology (02208) rose more than 4%. As of press release, it had risen 4.31% to HK$10.17, with a turnover of HK$186 million.
According to the news, the National Development and Reform Commission and the National Energy Administration issued the “Fifteenth Five-Year Plan for Renewable Energy Development”, which mentions that during the “15th Five-Year Plan” period, the country will start an additional 100 million kilowatts of offshore wind power, and the cumulative installed capacity will reach more than 100 million kilowatts in 2030. Guoxin Securities believes that domestic wind power installations will enter peak season in the second half of the year. The cumulative installed capacity growth rate is expected to continue to increase in the next few months, and the revenue and profitability of the wind power industry chain will also gradually improve as shipments increase month-on-month.
Huatai Securities said that Goldwind Technology is the global leader in wind power equipment. Domestic Lu Fenglong has a stable position. Sea Wind and overseas markets are expanding at an accelerated pace, and they are optimistic that wind power volume and price restoration will support the beta-improvement of the industry. The company has taken the lead in achieving profit recovery with an overseas first-mover advantage, and the alpha advantage is remarkable. The company has a forward-looking layout of the green hydroaminol project, leading industrialization progress, and is expected to contribute to medium- to long-term growth. In recent years, the company's dividend per share has gradually increased and maintained an active repurchase strategy, which is also expected to support a return in value.