GDTC(SH:688186) Zheng Quan Shi Bao Wang·2025-06-25 02:27Company Summary - Guangda Special Materials (688186) expects to achieve approximately 2.5 billion yuan in revenue for the first half of 2025, representing an increase of about 619 million yuan or 32.91% year-on-year [2] - The company anticipates a net profit attributable to shareholders of around 200 million yuan, an increase of approximately 157 million yuan or 367.51% year-on-year [2] - The improvement in profitability is attributed to optimized product structure and cost-reduction measures, leading to enhanced overall gross margin [2] Industry Trends - The wind power industry in China is experiencing significant growth, with newly approved wind power projects totaling 68.4 GW from January to May 2025, a year-on-year increase of 72% [3] - The wind turbine sector is expected to see a turning point in profitability as bidding prices stabilize and rise, indicating the start of a new upward cycle [3] - Analysts highlight three major trends in the wind power industry: continuous exceedance of approval and bidding data expectations, recovery in wind turbine prices, and a significant increase in offshore wind power construction [4] - The newly installed capacity for offshore wind power in China is projected to exceed 14 million kW in 2025, with major installations occurring in provinces like Shandong, Guangdong, Hainan, and Jiangsu [4]