来源：市场资讯 （来源：快查一企业中标了） 快查APP显示，龙源电力相关公司海南国能龙源新能源有限公司于2025年9月29日发布一则招标信息， 项目名称为龙源电力海南国能龙源新能源有限公司海南东方CZ8场址50万千瓦海上风电环境监测及竣工 环保验收项目招标公告，预算金额为560000.00万元。 快查股权穿透数据显示，该公司由龙源电力持股，出资比例为60%。 ...

Core Viewpoint - Morgan Stanley has raised the profit forecast for Longyuan Power for the fiscal years 2025 to 2027, reflecting the wind power trends and operational performance in the second quarter of this year [1] Group 1: Financial Projections - The new target for wind and solar capacity by 2035 has been set at 3600 GW, enhancing Longyuan Power's long-term outlook [1] - The target price for Longyuan Power has been increased by 16% to HKD 8.8, based on a target price-to-book ratio of 0.85, up from the previous 0.75 [1] Group 2: Regulatory Environment - Uncertainties regarding electricity price regulation and power rationing may improve as regulators seek to attract capital expenditure [1]

Core Viewpoint - Longyuan Power has shown a positive stock performance with a year-to-date increase of 14.65% and a recent uptick of 2.01% in its share price, indicating strong market interest and potential growth opportunities in the renewable energy sector [1][2]. Group 1: Stock Performance - As of September 29, Longyuan Power's stock price reached 17.75 CNY per share, with a trading volume of 94.14 million CNY and a market capitalization of 148.39 billion CNY [1]. - The stock has increased by 6.29% over the last five trading days, 6.86% over the last 20 days, and 7.17% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Longyuan Power reported a revenue of 15.66 billion CNY, a year-on-year decrease of 17.09%, and a net profit attributable to shareholders of 3.38 billion CNY, down 11.82% from the previous year [3]. - The company has distributed a total of 5.98 billion CNY in dividends since its A-share listing, with 4.75 billion CNY distributed over the last three years [4]. Group 3: Shareholder Structure - As of June 30, 2025, Longyuan Power had 41,000 shareholders, an increase of 1.18% from the previous period [3]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 3.87 million shares, an increase of 174,100 shares [4].

Group 1 - Wind power stocks collectively rose, with notable increases: Goldwind Technology up 4.57% to 13.970, Longyuan Power up 4.45% to 8.220, and Jingneng Clean Energy up 3.72% to 2.510 [1] - From January to August, China's newly installed wind power capacity reached 57.84 GW, an increase of 24.24 GW year-on-year [1] - According to Wood Mackenzie, global wind power capacity is expected to reach a record high of 170 GW in 2025, with annual additions exceeding 170 GW over the next five years, peaking at 200 GW by 2034 [1] Group 2 - Ping An Securities reported the commencement of a 1 million kW wind power project in Ningxia Huadian, indicating a shift from older 1.5 MW units to larger capacities, which suggests significant potential for demand growth in land-based wind power [2]

Core Viewpoint - Wind power stocks in Hong Kong experienced a collective rise on September 29, with notable increases in share prices for several companies in the sector [1] Company Summaries - China High-Speed Transmission (00658.HK) saw a share price increase of 5.17%, reaching HKD 1.83 [1] - Longyuan Power (00916.HK) reported a 4.57% rise in share price, reaching HKD 8.23 [1] - Goldwind Technology (02208.HK) experienced a 4.12% increase, with shares priced at HKD 13.91 [1]

每经AI快讯，9月29日，港股风电股继续上涨行情，龙源电力涨6%刷新阶段新高，并且录得4连涨行 情，金风科技涨超5%，中国高速传动涨4.6%，大唐新能源涨近2%，新天绿色能源涨约1%。 ...

Group 1 - Wind power stocks collectively rose, with China High-Speed Transmission up 5.17% to HKD 1.83, Longyuan Power up 4.57% to HKD 8.23, and Goldwind Technology up 4.12% to HKD 13.91 [1] - From January to August, China's newly installed wind power generation capacity reached 57.84 GW, an increase of 24.24 GW year-on-year [1] - According to Wood Mackenzie, global new wind power installations are expected to reach 170 GW in 2025, setting a historical record, with average annual new installations exceeding 170 GW over the next five years [1] Group 2 - The "large replaces small" wind power project in Ningxia Huadian has commenced, indicating a shift from older 1.5 MW models to larger capacities, which suggests significant potential for demand growth in onshore wind power [1] - The historical dominance of the 1.5 MW model in China's wind power market creates substantial room for replacement and capacity enhancement under the "large replaces small" strategy [1]

Group 1 - Wind power stocks collectively rose, with China High-Speed Transmission (00658) up 5.17% to HKD 1.83, Longyuan Power (00916) up 4.57% to HKD 8.23, and Goldwind Technology (02208) up 4.12% to HKD 13.91 [1] - According to the National Energy Administration, from January to August, the newly installed wind power capacity in China reached 57.84 GW, an increase of 24.24 GW year-on-year [1] - A report by Wood Mackenzie forecasts that global wind power installations will reach 170 GW in 2025, setting a historical record, with an average annual increase exceeding 170 GW over the next five years, peaking at 200 GW by 2034 [1] Group 2 - Ping An Securities noted the commencement of the "large replaces small" 1 million kW wind power project by Ningxia Huadian in Haichuan County, indicating a shift from older 1.5 MW models to larger capacities [1] - The transition from older 1.5 MW models, which have historically been dominant in the domestic market, presents significant opportunities for capacity replacement and growth in land-based wind demand [1]

Core Viewpoint - The wind power sector in Hong Kong is experiencing a significant upward trend, driven by favorable policies, installation growth, technological advancements, and expansion into overseas markets, indicating a robust development momentum in the industry [1]. Group 1: Stock Performance - Longyuan Power has seen a 6% increase, reaching a new high with four consecutive days of gains [2]. - Goldwind Technology has risen over 5% [2]. - China High-Speed Transmission has increased by 4.6% [2]. - Datang New Energy has grown nearly 2% [2]. - Xintian Green Energy has seen an approximate 1% rise [2]. Group 2: Industry Growth Indicators - The wind power industry has recently received a series of positive news, including policy support, explosive installation data, and significant technological breakthroughs [1]. - From January to August 2025, the national wind power new installed capacity surged by 2424% year-on-year [1]. - As of the end of August, the cumulative installed capacity has increased by 22.1% year-on-year [1]. Group 3: Future Outlook - The industry is entering a new phase of high prosperity, supported by the "dual carbon" goals, with strong growth in domestic installation data, policy support for deep-sea wind power, major breakthroughs in core technologies, and rapid expansion into overseas markets [1].

Core Viewpoint - The wind power sector in Hong Kong continues to experience an upward trend, driven by a series of favorable developments including policy support, installation growth, technological advancements, and overseas market expansion, indicating a strong growth momentum in the industry [1] Group 1: Stock Performance - Longyuan Power has seen a 6% increase, reaching a new high and marking four consecutive days of gains [1] - Goldwind Technology has risen over 5% [1] - China High-Speed Transmission has increased by 4.6% [1] - Datang New Energy has grown nearly 2% [1] - Xintian Green Energy has seen an approximate 1% rise [1] Group 2: Industry Developments - The wind power industry has experienced explosive growth in installation data, with a year-on-year increase of 2424% in new installations from January to August 2025 [1] - As of the end of August, the cumulative installed capacity has grown by 22.1% year-on-year [1] - The industry is entering a new phase of high prosperity, supported by domestic installation data, policy backing for deep-sea wind power, significant breakthroughs in core technologies, and rapid expansion into overseas markets [1]