Group 1 - The core viewpoint of the article highlights the positive outlook for Goldwind Technology (02208), with its stock price rising over 8% due to favorable industry developments and government policies [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 a stabilization and potential increase in wind turbine prices [1] - The domestic wind power construction is accelerating, with good production and shipment performance in the supply chain since the first quarter, and a significant year-on-year increase in offshore wind power grid connection expected in the first half of 2025 [1] Group 2 - Citigroup recently reiterated a "buy" rating for Goldwind Technology, predicting 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, higher than Citigroup's previous forecast of 90 GW, indicating strong market demand [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]