Workflow
风力发电机组及零部件
icon
Search documents
伊科姆(河北)机械科技有限公司成立 注册资本1000万人民币
Sou Hu Cai Jing· 2025-09-25 22:18
Company Overview - Icom (Hebei) Machinery Technology Co., Ltd. has been recently established with a registered capital of 10 million RMB [1] - The legal representative of the company is Wang Jinbo [1] Business Scope - The company is engaged in the sales of various machinery and equipment, including agricultural machinery, bearings, gears, and transmission components [1] - It also specializes in high-speed precision heavy-load bearings, high-speed rail equipment and accessories, generators and generator sets, wind turbine units and components, and lubricants [1] - Additional services include packaging, technical services, development, consulting, exchange, transfer, and promotion, provided that they do not require prior approval [1]
金溢科技等在深圳成立新公司,含海上风力发电相关业务
Qi Cha Cha· 2025-09-24 06:28
Core Viewpoint - A new company named Shenzhen Jinxuan Wind Energy Technology Co., Ltd. has been established in Shenzhen, focusing on offshore wind power generation and related services [1] Company Summary - The new company has a registered capital of 10 million yuan [1] - The legal representative of the company is Liu Yongping [1] - The business scope includes wind power generation technology services, sales of wind turbine units and components, sales of offshore wind turbine units, battery manufacturing, and battery sales [1] - The company is jointly owned by Jinyi Technology (002869) and Xuan Tie Wind Energy (Shenzhen) Technology Co., Ltd. through Jinyi Technology's wholly-owned subsidiary Shenzhen Jinyi Smart City Technology Co., Ltd. [1]
金风科技等成立新公司 含海洋能发电机组销售业务
人民财讯9月17日电,企查查APP显示,近日,浙江润熙泰圆新能源科技有限公司成立,法定代表人为 刘黎,注册资本1960万元,经营范围包含风力发电技术服务;海上风力发电机组销售;风力发电机组及 零部件销售;海洋能发电机组销售等。企查查股权穿透显示,该公司由金风科技(002202)旗下天润启 航投资管理有限公司、浙江正泰新能源开发有限公司共同持股。 ...
白银有色、中信集团在上海成立新能源公司 注册资本约22亿元
人民财讯9月11日电,企查查APP显示,近日,上海中新汇科新能源有限公司成立,法定代表人为程雪 峰,注册资本约为22亿元,经营范围包含:风力发电技术服务;新能源原动设备销售;风力发电机组及 零部件销售;发电机及发电机组销售等。企查查股权穿透显示,该公司由中国中信集团有限公司、白银 有色(601212)间接共同持股。 ...
金风科技涨超4% 瑞银看好公司风机业务复苏前景 上调目标价至15.5港元
Zhi Tong Cai Jing· 2025-09-10 07:08
Core Viewpoint - UBS has increased its confidence in the recovery prospects of Goldwind Technology's wind turbine business, leading to a target price adjustment from 8.5 HKD to 15.5 HKD, maintaining a "Buy" rating and identifying it as a preferred stock in the wind power sector [1] Financial Performance - In the first half of the year, Goldwind Technology achieved a revenue of 28.494 billion RMB, representing a year-on-year increase of 41.46% [1] - The company's net profit attributable to shareholders was 1.488 billion RMB, an increase of 7.26% year-on-year [1] - Revenue from the sales of wind turbines and components reached 21.852 billion RMB, a year-on-year growth of 71.15%, accounting for 76.69% of total operating revenue [1] Market Outlook - UBS forecasts an acceleration in export growth and a rebound in the average selling price of domestic products, which will drive profit margin improvements [1] - The gross profit forecast for the wind turbine business has been raised by 13%, 22%, and 26% for the years 2025 to 2027, while maintaining a roughly stable sales volume forecast [1]
港股异动 | 金风科技(02208)涨超4% 瑞银看好公司风机业务复苏前景 上调目标价至15.5港元
智通财经网· 2025-09-10 07:07
Core Viewpoint - UBS has increased its confidence in the recovery prospects of Goldwind Technology's wind turbine business, raising the target price from HKD 8.5 to HKD 15.5, while maintaining a "Buy" rating and identifying it as a preferred stock in the wind power sector [1] Financial Performance - In the first half of the year, Goldwind Technology achieved revenue of RMB 28.494 billion, representing a year-on-year increase of 41.46% [1] - The company's net profit attributable to shareholders was RMB 1.488 billion, an increase of 7.26% year-on-year [1] - Revenue from the sale of wind turbines and components reached RMB 21.852 billion, a year-on-year growth of 71.15%, accounting for 76.69% of total revenue [1] Market Outlook - UBS anticipates accelerated growth in exports and a rebound in the average selling price of domestic products, which will drive margin improvement [1] - The gross profit forecast for the wind turbine business has been raised by 13%, 22%, and 26% for the years 2025 to 2027, while maintaining a roughly stable sales volume forecast [1]
电气风电成立新能源装备公司
Group 1 - A new company, Shanghai Electric (Ruichang) New Energy Equipment Co., Ltd., has been established with a registered capital of 10 million yuan [1] - The company's business scope includes wind power generation technology services, sales of onshore and offshore wind turbine units, sales of wind turbine units and components, and manufacturing of generators and generator sets [1] - The company is wholly owned by Shanghai Electric Wind Power [1]
金风科技(002202):2025年半年报点评:上半年业绩表现亮眼,风机盈利能力改善
Dongguan Securities· 2025-08-26 07:59
Investment Rating - The report maintains a "Buy" rating for the company, indicating an expectation that the stock will outperform the market index by more than 15% in the next six months [3][6][8]. Core Insights - The company has shown impressive performance in the first half of 2025, with revenue reaching 28.54 billion yuan, a year-on-year increase of 41.26%, and a net profit attributable to shareholders of 1.49 billion yuan, up 7.26% year-on-year [5][6]. - The sales revenue from wind turbines and components amounted to approximately 21.85 billion yuan, reflecting a significant year-on-year growth of 71.15%, with an improved gross margin of 7.97%, up 4.22 percentage points [5][6]. - The company has a strong order backlog, with total external orders amounting to 51.81 GW, a year-on-year increase of 42.27%, ensuring sustained business growth [5][6]. Summary by Sections Financial Performance - In Q2 2025, the company achieved revenue of 19.07 billion yuan, a 44.18% increase year-on-year, but the net profit decreased by 12.80% to 919 million yuan [5][6]. - The overall gross margin for the first half of 2025 was 15.35%, down 2.90 percentage points, while the net margin was 5.83%, down 1.28 percentage points [5][6]. Market Position - The sales volume of large wind turbine units (6MW and above) has significantly increased, with a sales capacity of 8.67 GW, representing a year-on-year growth of 187.01% [5][6]. - The company has successfully maintained its leading position in the mixed tower industry, with new domestic orders increasing by 50% and international project orders reaching 3 GW [5][6]. Future Outlook - The company is expected to see EPS of 0.63 yuan, 0.79 yuan, and 0.91 yuan for 2025, 2026, and 2027 respectively, with corresponding PE ratios of approximately 18 times, 15 times, and 13 times [6][7].
东莞市跃格腾机械设备有限公司成立 注册资本10万人民币
Sou Hu Cai Jing· 2025-08-26 06:26
Group 1 - Dongguan Yuegeteng Machinery Equipment Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Zhang Zhiqiang [1] - The company's business scope includes sales of machinery equipment, mechanical parts, electronic products, and specialized equipment for rail transit [1] Group 2 - The company is involved in the sales of high-speed rail equipment and components, as well as wind turbine generators and their parts [1] - The company is permitted to conduct business activities independently based on its business license, except for projects that require approval [1]
全国用电猛增,北京风电龙头赚超10亿
3 6 Ke· 2025-08-26 03:49
Core Viewpoint - Goldwind Technology (002202.SZ) has experienced a significant stock price increase, reaching a 10.04% rise on August 25, 2025, marking its first trading halt in over three years, driven by strong financial performance and growth in the wind energy sector [1] Financial Performance - In the first half of 2025, Goldwind reported revenue of 28.537 billion yuan, a year-on-year increase of 41.26%, and a net profit attributable to shareholders of 1.488 billion yuan, up 7.26% [1] - The company's wind turbine and component sales generated revenue of 21.852 billion yuan, a 71.15% increase, accounting for 76.58% of total revenue, with external sales capacity reaching 10.64 GW, up 106.60% [2] - The wind farm development segment, while having a high gross margin of 57.47%, saw a revenue decline of 27.93% to 3.172 billion yuan [2] Market Dynamics - China's electricity demand has been growing, with total electricity consumption reaching 48,418 billion kWh in the first half of 2025, a 3.7% increase [1] - The cumulative installed wind power capacity in China reached approximately 573 million kW, a year-on-year increase of 22.7% [1] Order Backlog and International Sales - As of June 30, 2025, Goldwind had an external order backlog of 41.40 GW, with total external orders increasing by 45.58% to 51.81 GW, including 7.36 GW from overseas, up 42.27% [2] - International sales revenue reached 8.379 billion yuan, a 75.34% increase, contributing 29.36% to total revenue, with a gross margin of 18.74% [3] Investment and Strategic Moves - Despite strong revenue growth, Goldwind's investment income significantly decreased by 77.92% to 246 million yuan in the first half of 2025 [4] - The company has benefited from investments in Jinli Permanent Magnet, which has seen a surge in stock performance following new regulations in the rare earth sector [4][5] Future Outlook - Analysts are optimistic about Goldwind's wind turbine business profitability, with several brokerages raising target prices and maintaining buy ratings [3] - The company is expected to see increased order deliveries in the second half of 2025, with a focus on high-margin overseas orders [3]