新强联2025年净利预增1093.07%至1307.21%！

Core Viewpoint - The wind power industry in China is experiencing a significant recovery, driven by increased demand and improved competition dynamics, leading to enhanced profitability across the sector [2][3][4]. Company Performance - Luoyang Xinqianglian's projected net profit for 2025 is estimated to be between 780 million to 920 million yuan, representing a year-on-year growth of 1093.07% to 1307.21% [2]. - Dajin Heavy Industry anticipates a net profit of 1.05 billion to 1.2 billion yuan for 2025, reflecting a growth of 121.58% to 153.23% [3]. Industry Trends - The National Energy Administration reported that from January to November 2025, the newly installed wind power capacity in China reached 82.5 GW, a year-on-year increase of 59.5% [3]. - As of November 2025, the cumulative installed wind power capacity in China reached 600 million kW, marking a 22.4% year-on-year growth [3]. - The wind power industry is shifting from a focus on scale expansion to value enhancement, with expectations of improved overall profitability across the industry [3][4]. Technological Advancements - Chinese wind power companies are focusing on innovation, promoting larger and lighter wind turbine units, and enhancing digital and intelligent applications across the entire process from R&D to production and operation [4]. - The industry is leveraging industrial IoT, big data, and smart algorithms to boost its innovation capabilities and overall competitiveness [4]. Market Dynamics - The offshore wind power market is projected to see significant growth, with over 350 GW of new installed capacity expected globally from 2025 to 2034, and China is anticipated to contribute 80 GW of this total [4][5]. - The Chinese wind power industry is accelerating its global expansion, capitalizing on its cost-effectiveness and supply chain advantages, particularly in the offshore segment [5]. - The industry is entering a new development cycle characterized by simultaneous increases in both volume and price, with expectations of accelerated recovery in the performance of listed companies within the sector [5].