海外成长
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研报掘金丨华泰证券:维持海大集团“买入”评级,海外持续高成长
Ge Long Hui· 2026-01-28 11:45
Group 1 - The core viewpoint of the report is that Haida Group has raised its dividend payout ratio for the years 2025-2027 from 30% to 50% and has submitted an application for the spin-off of its overseas business for listing on the Hong Kong Stock Exchange [1] - The current market expectations for Haida Group's domestic business dividend value and overseas growth potential remain optimistic, with the company expected to further amplify its competitive advantage in the domestic feed business by 2025 [1] - The company is experiencing sustained high growth in its feed exports, and the Hong Kong listing is anticipated to accelerate its overseas capacity layout and streamline overseas management and incentive strategies [1] Group 2 - Haida Group is highlighted as a rare asset with long-term excess advantages transitioning into dividend value, alongside high profitability and growth in overseas operations, maintaining a "buy" rating [1]
民生证券给予金风科技“推荐”评级,风机盈利修复,海外成长可期
Sou Hu Cai Jing· 2025-09-15 08:16
Group 1 - The core viewpoint of the report is that Minsheng Securities has given a "recommended" rating to Goldwind Technology (002202.SZ) with a latest price of 12.35 yuan [1] - The report highlights key future aspects including the recovery of wind turbine profitability and the potential for growth in overseas markets [1] - The company has released its semi-annual report for 2025, which is a significant event for investors [1]