Goldwind Technology (02208) rose more than 6% in the afternoon. As of press release, it had risen 6.17% to HK$3.96, with a turnover of HK$790.32,800.
The Zhitong Finance App learned that Goldwind Technology (02208) rose more than 6% in the afternoon. As of press release, it had risen 6.17% to HK$3.96, with a turnover of HK$790.32,800.
According to the news, on May 7, the candidate that won the bid for Guodian's fan collection was announced. Judging from the results, the fan price internal volume was mitigated in this tender, and the price of the complete onshore engine (including the tower cylinder) returned to the 2,000 yuan/kw era. According to Goldwind Technology statistics, the average tender for fans in March 2024 was 1,563 yuan/kw. After two consecutive years of fan price competition from 22-23, the profit pressure on OEMs increased sharply, and fan prices showed signs of bottoming out and stabilizing in 24 years.
Guoxin Securities believes that the first quarter is the traditional low season for wind power. Sales prices of mainframe engines continued to fall, and the general performance of wind power companies was under pressure. However, since entering April, domestic ocean wind tenders have clearly begun. At the same time, the country launched the “Thousand Villages Wind Management Campaign” to promote decentralized wind power development in rural areas, which not only promotes domestic wind power development, but also combines green and low carbon with rural revitalization. Looking ahead to the second quarter, the bank expects wind power hoisting demand to gradually heat up, the performance of the submarine cable and pipe pile sector is expected to improve month-on-month, and the profitability of the mainframe and components sector will gradually bottom out, gradually breaking out of the bottom of the valuation range.