Chang Jiang Shang Bao·2026-01-12 00:24Core Viewpoint - The strong stock performance of Goldwind Technology is linked to its investment in Blue Arrow Aerospace, which is expected to become China's first commercial aerospace IPO, leading to significant market speculation and investor interest [2][4]. Investment Performance - Goldwind Technology's stock has experienced a four-day limit-up streak, with a market capitalization reaching 134.9 billion yuan [2][4]. - The company holds a 4.14% stake in Blue Arrow Aerospace, which is valued at approximately 31.06 million yuan based on the company's fundraising plans [6][7]. - Goldwind's investment strategy has shifted towards later-stage projects with clear technological paths and market prospects, collaborating with major venture capital firms [9]. Financial Performance - In the first three quarters of 2025, Goldwind achieved a net profit of 2.584 billion yuan, a year-on-year increase of about 44% [3][10]. - The company has consistently reported significant investment income, with net investment income exceeding 10 billion yuan annually from 2017 to 2021, and maintaining around 20 billion yuan in subsequent years [10]. - Cumulatively, Goldwind has generated approximately 37.5 billion yuan in profits since its listing in 2007 [11]. Market Position - Goldwind is a leading provider of wind power solutions, with a strong competitive edge in the wind energy sector, holding the top position in domestic and global new wind power installations for several consecutive years [13]. - The company has established a global presence, operating in 47 countries across six continents, with a total installed capacity of 11,214.62 MW outside China [13].