Group 1 - Goldwind Technology (金风科技) shares increased by over 11%, reaching a new high of 9.9 HKD, with a trading volume of 1.31 billion HKD [1] - The wind power sector achieved a 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's revenue reached 66.4 billion CNY, a year-on-year increase of 52.4%, with a net profit of 2.9 billion CNY, marking a 19% increase and the highest quarterly profit in 23 years [1] Group 2 - Everbright Securities reported a 45.58% year-on-year increase in external orders to 51.81 GW, with overseas orders growing 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 implementing cost reduction and efficiency improvement measures [2] - The gross profit margin for wind turbine and component sales increased by 4.22 percentage points to 7.97%, indicating significant improvement in profitability [2]
港股异动 | 金风科技(02208)再涨超11%创新高 上半年风电景气加速上行 公司毛利率提升幅度行业领先