The Zhitong Finance App learned that Goldwind Technology (02208) rose by more than 5%. As of press release, it had risen 5.23% to HK$10.26, with a turnover of HK$153 million.
According to the news, CITIC Securities believes that with the continuous accumulation of project bidding and operation experience, and the sharp rise in mechanical electricity prices and electricity volumes in some provinces in 2027, leading to a recovery in project yield expectations, the bank expects to improve in 2026H2, and developers' enthusiasm for bidding and construction of new projects is expected to improve. At present, the bottom of expectations for the wind power industry has been consolidated, and the bottom of performance is expected to become clear as the 2027 interim report is released one after another; as the signs of industry recovery become stronger, it is recommended to focus on the industrial chain profit improvement and valuation repair opportunities brought about by the acceleration of domestic wind power tenders and construction.
Huatai Securities pointed out 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.