Group 1 - China High-Speed Transmission (00658) saw a late trading surge of over 6%, closing up 4.69% at HKD 1.34, with a trading volume of HKD 10.77 million [1] - The company reported a mid-term performance indicating a loss attributable to shareholders of approximately RMB 528.7 million for the same period last year, and it is expected to record a loss of about RMB 136 million for the first half of 2025 [1] - The reduction in losses is attributed to the absence of impairment provisions for trade business during the period, whereas significant impairment provisions were made for trade receivables in the same period last year; additionally, revenue and profit from wind power and industrial gear transmission equipment increased compared to the previous year [1] Group 2 - Everbright Securities noted that the wind power industry is generally performing well, with continuous improvement in profitability for complete machine enterprises [1] - The gross margin of wind turbines is a key indicator in the interim and third-quarter reports of wind turbine manufacturers; if it continues to improve, it may serve as an important catalyst for market trends [1] - Attention should also be paid to the actual scale of wind power bidding in various provinces under Document No. 136 and related policies aimed at reducing competition, which are expected to drive the valuation transition of the wind power sector to 2026 [1]
中国高速传动尾盘涨超6% 上半年亏损同比显著收窄 风电行业景气度整体较好