Zhi Tong Cai Jing·2025-09-19 02:37Group 1 - JinWind Technology (金风科技) stock has increased over 5%, with a cumulative rise of more than 120% since April, currently trading at 12.5 HKD with a transaction volume of 1.25 billion HKD [1] - In H1 2025, the wind power sector is expected to achieve a new installed capacity of 51.4 GW, a year-on-year increase of 98.9%, with offshore and onshore capacities growing by 200% and 95.5% respectively [1] - The core targets in the wind power sector are projected to generate revenue of 229.81 billion CNY, up 24.27% year-on-year, and a net profit attributable to shareholders of 12.69 billion CNY, up 15.01% year-on-year [1] Group 2 - International sales revenue for JinWind Technology in H1 2025 reached 8.379 billion CNY, a year-on-year increase of 75.34%, with an overseas order backlog of 7359.82 MW, up 42.27% [2] - The company has established operations across six continents and 47 countries, with installed capacities exceeding 2 GW in Asia (excluding China) and South America, and over 1 GW in North America, Africa, and Oceania [2] - The 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, resulting in a year-on-year increase of 4.22 percentage points in gross margin for wind turbines and components, reaching 7.97% [2]