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中国风电:强劲盈利增长下的复苏-ANCHOR REPORT_ China wind_ Turnaround with strong earnings growth
2025-10-19 15:58
ANCHOR REPORT Global Markets Research 14 October 2025 Eyes on margin recovery and offshore wind We believe China's wind power sector has turned a corner after years of price competition, as evidenced by the YTD recovery of wind turbine prices. We expect the demand for wind power to stay resilient over 2026-27F, as we believe the returns for wind power projects are likely to be relatively less impacted by the new power tariff policy due to better utilization rates. We believe the key supply-chain players are ...
X @Bloomberg
Bloomberg· 2025-09-24 10:40
Germany saw its second-highest participation ever in an onshore wind auction, as firms rushed to lock in projects ahead of the government’s plan to cut subsidies https://t.co/ncmnSlRjZX ...