Zhi Tong Cai Jing·2025-09-05 02:12Group 1 - Goldwind Technology (002202) shares rose over 11%, reaching a new high of 9.9 HKD, with a trading volume of 1.31 billion HKD [1] - According to Guojin Securities, the wind power sector achieved revenue of 104.7 billion CNY in the first half of the year, a year-on-year increase of 45.6%, and a net profit attributable to shareholders of 4.23 billion CNY, up 15.5% year-on-year [1] - In Q2 2025, the wind power sector generated revenue of 66.4 billion CNY, a year-on-year increase of 52.4%, and a net profit of 2.9 billion CNY, up 19% year-on-year, marking the highest quarterly performance in 23 years [1] Group 2 - Everbright Securities reported that as of June 2025, the company's external orders increased by 45.58% to 51.81 GW, with overseas orders rising by 42.27% to 7.36 GW [2] - Domestic wind turbine prices are showing signs of recovery, and the company is focusing on international and offshore business while continuing to implement cost reduction and efficiency improvement measures [2] - The gross profit margin for wind turbines and components sales increased by 4.22 percentage points to 7.97% year-on-year, indicating a significant improvement in profitability [2]