Xin Lang Cai Jing·2025-09-19 02:45Group 1 - Goldwind Technology (02208) has seen its stock price increase by over 120% since April, with a current price of 12.5 HKD and a trading volume of 1.25 billion HKD [1] - The company is benefiting from strong demand for cumulative orders, with new wind power installations expected to reach 51.4 GW in the first half of 2025, a year-on-year increase of 98.9% [1] - The revenue for the wind power sector is projected to be 229.81 billion CNY in the first half of 2025, reflecting a year-on-year growth of 24.27%, while net profit attributable to shareholders is expected to be 12.69 billion CNY, up 15.01% year-on-year [1] Group 2 - International sales revenue for Goldwind Technology in the first half of 2025 is projected to be 8.379 billion CNY, a year-on-year increase of 75.34%, with an overseas order backlog of 7,359.82 MW, up 42.27% [2] - The company has expanded its business globally, operating in 47 countries across six continents, with installed capacity 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, leading to a year-on-year increase in gross margin for wind turbine and component sales by 4.22 percentage points to 7.97% [2]