研报掘金丨国信证券:维持金风科技“优于大市”评级,通过绿色甲醇打造第二成长曲线
Ge Long Hui A P P·2025-10-09 07:58

Core Viewpoint - Guosen Securities report highlights Goldwind Technology as a leading global wind power solution provider, successfully collaborating with Maersk and Herbert to promote green energy transition [1] Group 1: Company Strategy - The successful commissioning of green methanol production capacity lays a solid foundation for the company's strategic shift from wind power solutions to green energy solutions [1] - The company is expected to seize long-term market opportunities in global wind power while creating a second growth curve through green methanol [1] Group 2: Financial Projections - The firm maintains its original profit forecast, expecting the company to achieve net profit attributable to shareholders of 2.698 billion, 3.673 billion, and 4.496 billion yuan for the years 2025-2027, representing year-on-year growth of 45%, 36%, and 22% respectively [1] - Earnings per share (EPS) are projected to be 0.64, 0.87, and 1.06 yuan for the same period, with dynamic price-to-earnings ratios (PE) of 23.4, 17.2, and 14.1 times [1]