No Data
Express News | The China Electricity United Microelectronics Power Equipment and Supply Chain Association issued a proposal: strengthen self-discipline in the Electrical Utilities equipment Industry and resist "involution-style" vicious competition.
Soochow Securities: In 2025, the resonance of land and sea wind installation demand is anticipated, Bullish on the growth potential of offshore wind.
In 2025, offshore wind power installation will experience rapid growth, showing long-term growth potential; onshore wind power installation will benefit from improved demand, and the wind turbine sector will gain from stable prices and cost optimization to achieve a profit reversal. The casting sector and others have the basis for price increases and enjoy significant profit elasticity.
Jiangsu Zhongtian Technology (600522.SH): Has not yet started the fifth phase of repurchasing shares.
Gelonghui December 3rd | jiangsu zhongtian technology (600522.SH) announced that as of November 30, 2024, the company has not yet started the fifth phase of the share repurchase plan through centralized competitive trading.
Haitong sec: Onshore wind turbine bidding is strong, and offshore wind will usher in a new growth cycle.
The fan bidding remains strong, with sustained high demand.
Express News | Jiangsu Zhongtian Technology's energy storage company increased its capital to around 2.03 billion yuan, with an increase of about 24%.
Soochow: In Q3 2024, downstream delivery is gradually increasing, and the wind turbine gross margin is improving compared to the previous period.
It is estimated that the offshore wind power will install 7-8GW in 2024 and 13-15GW in 2025, with year-on-year increases of 25% and 100% respectively.
