Di Yi Cai Jing·2026-01-06 08:31Group 1 - The recent rise in the stock price of Goldwind Technology is fundamentally linked to the market hype surrounding "commercial aerospace," which has been transmitted to the stock price through its equity investments [1][2] - On January 6, Goldwind Technology's stock hit the daily limit and closed at 24 CNY per share, marking the third limit-up in seven trading days and achieving a historical high, with the company's total market value surpassing 100 billion CNY for the first time [1][2] - The stock surge was primarily driven by the overall strong performance of the commercial aerospace sector in the afternoon [2] Group 2 - As of the first three quarters of 2025, Goldwind Technology reported revenue of 48.147 billion CNY, a year-on-year increase of 34.34%, and a net profit attributable to shareholders of 2.584 billion CNY, up 44.21% year-on-year [3] - In the third quarter of 2025, the company achieved a net profit of 1.097 billion CNY, with a year-on-year growth rate of 170.64%, attributed to product structure optimization and the delivery of high-margin overseas orders [3] - The gross profit margin for the third quarter increased from 7.97% in the first half of 2025 to 13% [3] - As of September 30, 2025, Goldwind Technology had a total external order backlog of 49.87 GW, including 7 GW of overseas external orders [3]