Core Viewpoint - The wind power sector in Hong Kong is experiencing a significant upward trend, driven by favorable policies, installation growth, technological advancements, and expansion into overseas markets, indicating a robust development momentum in the industry [1]. Group 1: Stock Performance - Longyuan Power has seen a 6% increase, reaching a new high with four consecutive days of gains [2]. - Goldwind Technology has risen over 5% [2]. - China High-Speed Transmission has increased by 4.6% [2]. - Datang New Energy has grown nearly 2% [2]. - Xintian Green Energy has seen an approximate 1% rise [2]. Group 2: Industry Growth Indicators - The wind power industry has recently received a series of positive news, including policy support, explosive installation data, and significant technological breakthroughs [1]. - From January to August 2025, the national wind power new installed capacity surged by 2424% year-on-year [1]. - As of the end of August, the cumulative installed capacity has increased by 22.1% year-on-year [1]. Group 3: Future Outlook - The industry is entering a new phase of high prosperity, supported by the "dual carbon" goals, with strong growth in domestic installation data, policy support for deep-sea wind power, major breakthroughs in core technologies, and rapid expansion into overseas markets [1].
风电股继续上涨 龙源电力涨6%录得4连涨 金风科技涨超5%