Company Overview - The company is a global leader in the wind power lifting equipment industry, characterized by high growth and profitability attributes, making it an excellent investment choice [1] - The company has seen a significant increase in new orders, with a year-on-year growth of approximately 30% from January to July 2025, and domestic orders growing faster than international ones [1] Industry Insights - The domestic wind power installation capacity continues to grow rapidly, with a reported increase of 21.97 million kilowatts (56% year-on-year) from January to September 2025 [2] - The company holds a dominant market share in the wind power sector, with approximately 70% market share in domestic wind power lifting products and over 30% in international markets [2] - The company is expected to benefit from the high demand in both domestic and international markets, particularly as the U.S. market continues to release renovation demands [2]
【股海拾珠系列1116-20251114】下游风电行业高景气 风电升降设备全球龙头业绩持续释放