Zhitong Finance App learned that wind power stocks were generally rising today. As of press release, China High Speed Transmission (00658) rose 5.09% to HK$2.27; Goldwind Technology (02208) rose 3.46% to HK$3.89; Xintian Green Energy (00956) rose 1.48% to HK$2.75; and Longyuan Electric (00916) rose 1.09% to HK$1.85.
According to the news, Guotai Junan said that wind power installed in the first half of the year fell short of expectations. Considering that the second half of the year is the main season for wind power installations, and that the bid volume for wind power in 2022 is close to 100 GW, under delivery pressure, it is optimistic that the installed volume of wind power will increase in the second half of 2023. It is estimated that 63.3 GW of wind power installed will be achieved throughout 2023. Furthermore, under the trend of fan enlargement and ocean weathering, upstream component manufacturers have fully benefited, achieved a sharp rise in volume and price, and unleashed profitability.