智通财经网·2025-09-26 02:06Core Viewpoint - Goldwind Technology (02208) has seen a significant stock price increase, with a recent rise of over 6%, currently trading at 13.47 HKD, with a transaction volume of 1.44 billion HKD [1] Group 1: Project Announcement - Goldwind Technology announced plans to initiate a 3GW wind-hydrogen-ammonia integrated project in Urat Qianqi, with a total investment of approximately 18.92 billion RMB [1] - The project aims to construct 3GW of wind power, with over 80% of the generated electricity used for electrolysis to produce green hydrogen, resulting in the production of 600,000 tons of green methanol and 400,000 tons of green ammonia annually [1] Group 2: Market Analysis - According to Ping An Securities, the hydrogen-ammonia-methanol business is essentially an extension of the power station business [1] - In light of the implementation of Document No. 136, there were initial concerns regarding the development prospects of wind turbine companies' power station businesses; however, with policy support for green liquid fuels and increased investments in hydrogen-ammonia-methanol, the outlook for wind turbine companies' power station businesses has improved [1] - The firm believes that wind turbine manufacturers are currently experiencing a turning point in profitability for domestic wind turbine manufacturing, are about to realize performance gains from overseas expansion, and are benefiting from the incremental growth in hydrogen-ammonia-methanol within the power station business, creating a favorable investment opportunity for wind power equipment manufacturers [1]