金风科技 - 2025 年上半年风机业务业绩亮眼，大幅超出预期

Goldwind delivered better than expected 156% YoY recurring net profit growth (excluding one offs and wind farm disposal) to Rmb1.0bn in H125 from Rmb402mn in H124, implying 140% YoY net profit growth in Q225 to Rmb 510mn from Rmb212mn in Q224 per out estimation. The solid results were mainly driven by strong turbine business performance with robust volume growth (+107% YoY) and gross margin recovery (+4.2ppt to 8%) led by exports in H125. Order intake stay solid across both domestic and overseas markets. RE ...