Group 1 - The core viewpoint of the article highlights that Goldwind Technology (02208) has seen a significant increase in its stock price, rising over 4% to 12.2 HKD, with a trading volume of 100 million HKD [1] - According to Guotai Junan Securities, the gross margin of the wind turbine business for the first half of the year has significantly improved year-on-year, primarily due to the faster growth of the higher-margin export wind turbine business [1] - UBS expresses increased confidence in the recovery prospects of Goldwind's wind turbine business, anticipating accelerated export growth and a rebound in the average selling price of domestic products, which will drive margin improvement [1] Group 2 - UBS has raised its target price for Goldwind Technology from 8.5 HKD to 15.5 HKD, maintaining its position as a preferred stock in the wind power sector [1]
港股异动 | 金风科技(02208)涨超4% 机构看好风机业务毛利率有望进一步提升