Group 1 - The core viewpoint of the article highlights the positive outlook for Goldwind Technology (金风科技) due to recent policy changes and market dynamics in the wind energy sector [1] - The National Development and Reform Commission's emphasis on breaking "involution" competition is expected to promote reforms in the bidding system for industries including wind power, leading to stabilization and potential increase in wind turbine prices [1] - The domestic wind power construction has accelerated, with good production and shipment performance in the supply chain since the beginning of the year, and a significant year-on-year increase in offshore wind power grid connection expected in the first half of 2025 [1] Group 2 - Citigroup has reiterated a "buy" rating for Goldwind Technology, forecasting that China's new wind power installations will exceed expectations, with an anticipated year-on-year growth of 38% to 120 GW for the year [1] - The grid connection volume is also expected to surpass 100 GW, exceeding Citigroup's previous forecast of 90 GW [1] - Citigroup anticipates a 10% increase in wind turbine bidding prices within the year, projecting Goldwind's sales gross margin to improve from 4% in 2024 to 7% and 10% in the following two years, raising the target price from 7.5 HKD to 9 HKD [1]

花旗指出，基于最新行业数据，认为中国风电新增装机量超出预期，全年按装机口径计算预料按年增长 38%至120GW，电网并网量亦预料突破100GW，高于该行此前预测的90GW。该行表示，憧憬风机投标 价格年内将上涨10%，预计金风的销售毛利率可从2024年的4%提升至今明两年的7%及10%，另外亦看 好市场替换需求将成新增长点。 智通财经APP获悉，金风科技(02208)涨超4%，截至发稿，涨3.85%，报7.28港元，成交额4261.21万港 元。 长城证券发布研报称，2025年1-6月，全国风电新增装机51.39GW，同比2024年同期增长98.88%；全国 风电发电量5533亿千瓦时，占全社会用电量11.43%。该行认为，随着大型化趋势和新技术的应用打开 整机发展空间，产业链零部件企业也将受益于海风建设提速和海外市场拓展的需求提振。 ...

长城证券（002939）发布研报称，2025年1-6月，全国风电新增装机51.39GW，同比2024年同期增长 98.88%；全国风电发电量5533亿千瓦时，占全社会用电量11.43%。该行认为，随着大型化趋势和新技 术的应用打开整机发展空间，产业链零部件企业也将受益于海风建设提速和海外市场拓展的需求提振。 花旗指出，基于最新行业数据，认为中国风电新增装机量超出预期，全年按装机口径计算预料按年增长 38%至120GW，电网并网量亦预料突破100GW，高于该行此前预测的90GW。该行表示，憧憬风机投标 价格年内将上涨10%，预计金风的销售毛利率可从2024年的4%提升至今明两年的7%及10%，另外亦看 好市场替换需求将成新增长点。 金风科技（002202）(02208)涨超4%，截至发稿，涨3.85%，报7.28港元，成交额4261.21万港元。 ...