风电及工业齿轮传动设备

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中国高速传动尾盘涨超6% 上半年亏损同比显著收窄 风电行业景气度整体较好
Zhi Tong Cai Jing· 2025-08-26 07:37
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]
港股异动 | 中国高速传动(00658)尾盘涨超6% 上半年亏损同比显著收窄 风电行业景气度整体较好
智通财经网· 2025-08-26 07:33
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。 ...
中国高速传动发盈警 预期上半年公司拥有人应占亏损约为1.36亿元
Zhi Tong Cai Jing· 2025-08-25 04:36
中国高速传动(00658)公布,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 年将取得公司拥有人应占亏损约为人民币1.36亿元。有关亏损的预期减少的主要原因是由于本期间贸易 业务暂停,本期间并无就贸易业务计提减值拨备,而去年同期则就贸易业务的应收款项计提重大减值拨 备;及本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。 ...
中国高速传动(00658.HK)预计上半年净亏损1.36亿元 亏损同比大幅减少
Ge Long Hui· 2025-08-25 04:28
有关亏损的预期减少的主要原因是(i)由于该期间贸易业务暂停,期间并无就贸易业务计提减值拨备,而 去年同期则就贸易业务的应收款项计提重大减值拨备;及(ii)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。 格隆汇8月25日丨中国高速传动(00658.HK)公布,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。 ...