Group 1 - China High-Speed Transmission (00658) saw a late trading surge of over 6%, closing up 4.69% at HKD 1.34, with a trading volume of HKD 10.77 million [1] - The company reported a mid-term performance indicating a loss attributable to shareholders of approximately RMB 528.7 million for the same period last year, and it is expected to record a loss of about RMB 136 million for the first half of 2025 [1] - The reduction in losses is attributed to the absence of impairment provisions for trade business during the period, whereas significant impairment provisions were made for trade receivables in the same period last year; additionally, revenue and profit from wind power and industrial gear transmission equipment increased compared to the previous year [1] Group 2 - Everbright Securities noted that the wind power industry is generally performing well, with continuous improvement in profitability for complete machine enterprises [1] - The gross margin of wind turbines is a key indicator in the interim and third-quarter reports of wind turbine manufacturers; if it continues to improve, it may serve as an important catalyst for market trends [1] - Attention should also be paid to the actual scale of wind power bidding in various provinces under Document No. 136 and related policies aimed at reducing competition, which are expected to drive the valuation transition of the wind power sector to 2026 [1]

智通财经APP获悉，中国高速传动(00658)尾盘涨超6%，截至发稿，涨4.69%，报1.34港元，成交额 1077.14万港元。 消息面上，中国高速传动发布中期业绩，相比去年同期的公司拥有人应占亏损约人民币5.287亿元，预 计2025年上半年将录得公司拥有人应占亏损约为人民币1.36亿元。公告称，亏损减少主要因为期间并无 就贸易业务计提减值拨备，去年同期则就贸易业务的应收款项计提重大减值拨备；及期间风电及工业齿 轮传动设备业务所产生的收入及溢利较去年同期增加。 光大证券认为，风电行业景气度整体较好，整机企业盈利亦持续改善。在风电整机公司的中报和三季报 中，风机毛利率是关键指标，若其持续改善，或将成为行情重要催化剂。此外，也需重点关注136号文 各省竞价中的风电实际规模、反内卷相关政策文件，以上有望推动风电板块估值年份切换至26年。 ...

光大证券发布研报称，截至25年6月底，金风科技在手外部订单共51.8GW，同比+45.58%，风机及零部 件销售毛利率同比+4.22pct，以上数据表明风电行业景气度整体较好，整机企业盈利亦持续改善。该行 认为在风电整机公司的中报和三季报中，风机毛利率是关键指标，若其持续改善，或将成为行情重要催 化剂。此外，汇丰研究指出，相信尽管利润率相对离岸及海外市场较低的中国内地陆上风电产品订单交 付下半年占比增加，但金风科技制造业务的基本面将继续改善，主要由于未来几年利润率较高的强劲海 外订单。 智通财经APP获悉，金风科技(02208)再涨超3%，截至发稿，涨3.05%，报9.84港元，成交额7927.27万港 元。 消息面上，近日，金风科技发布截至2025年6月30日止6个月中期业绩，该集团取得收入人民币 284.94亿元(单位下同)，同比增加41.46%；公司股东应占利润14.88亿元，同比增加7.26%；每股盈利 0.34元。报告期内，公司风力发电机组及零部件销售收入为218.52亿元，同比增长 71.15%，占公司营业 收入的比重为76.69%；2025年1-6月实现机组对外销售容量10,641.44MW，同 ...