金风科技涨超4% 绿色氢氨醇应用空间广阔 风机价格有望继续小幅回升
Zhi Tong Cai Jing·2025-12-23 02:16

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (金风科技), with its stock price increasing by over 4% and reaching HKD 14.36, with a trading volume of HKD 106 million [1] - The global largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, officially commenced production on December 16, which is expected to enhance the investment value of the green hydrogen and ammonia industry chain [1] - Longjiang Securities notes the broad application potential of green hydrogen and ammonia in sectors such as chemicals, transportation, and metallurgy, indicating a favorable outlook for investments in this area [1] Group 2 - Dongxing Securities reports that the bidding prices for wind turbine main engines have stabilized and begun to rise since April this year, with the average bidding price for wind turbine units in September 2025 being RMB 1,610 per kW, showing a significant recovery from previous lows [1] - Factors contributing to the expected continued slight increase in wind turbine prices include enhanced reliability and full-cycle service requirements from owners, a slowdown in the trend of larger turbine units, and policies promoting "anti-involution" [1]