Heavy Electrical Equipment

Goldwind

JPMorgan Increases Stake in Goldwind by 1.06M Shares on May 13, Holding Ratio Rises to 7.12%

JPMorgan Updates Mainland Renewable Energy Stock Model: Prefers Goldwind & Sungrow, Downgrades Longi Green Energy

JPMorgan Chase reduced holdings in Goldwind by approx 6.1064 million HKD on May 11

Goldwind Science & Technology Wins 300MW Wind Power Project from China Datang Group International Trading

Wind Industry Profit Growth Drives Significant Revenue Increase for Multiple Listed Companies in Q1

Goldwind Technologies Wins Procurement Bid for Qinzhou Guangjin New Energy Wind Project

Goldwind to Hold Extraordinary General Meeting to Deliberate on Concentrated Competitive Bidding Repurchase of A-shares Proposal

Goldwind Technologies Wins Bidding for Guizhou YueDian Congjiang Wind Power Equipment Procurement Project

UOB Kay Hian Maintains Buy Rating on Xinjiang Goldwind Science & Technology

Goldwind plans to repurchase A-shares worth 300 to 500 million RMB

Citi Raises GCL New Energy Target Price to HKD 20, Reiterates Buy Rating

Goldwind and HKUST Reach Strategic Cooperation to Promote Integration of AI Meteorology and New Energy

Goldwind's stock surges after quarterly report release

Ginga Technology's Board Approves Plan to Issue Long-Term Equity-Linked Medium-Term Notes

Goldwind Reports 59.65% Net Profit Growth in Q1 2026

PreView Energy Analyzes Sany Heavy Energy's Performance Divergence

Goldwind released FY2026 Q1 earnings on April 24 After-Market (BJT), actual revenue CNY 15.48 B (forecast CNY 13.84 B), actual EPS CNY 0.208 (forecast CNY 0.1832)

BlackRock Increases Stake in Goldwind by 11.5446 million shares

Goldwind to Release FY2026 Q1 Earnings on April 24 After-Market (BJT), Forecast Revenue CNY 13.84 B, EPS CNY 0.1832

Goldwind Tech Subsidiaries Sign Wind Power Equipment Supply & Installation Agreement

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JPM updated its model post-1Q results for mainland renewable energy stocks, favoring GOLDWIND and ORIENT WIRES & CABLES in wind power, while SUNGROW POWER leads in energy storage. The bank maintains Overweight ratings on GCL TECH and CGN POWER, citing strong demand and tariff improvements. It assigns Underweight ratings to LONGI GREEN ENERGY and others due to industry downcycles. Differences in tariff policies are expected to persist, with YANGTZE POWER as a top defensive yield pick.

AASTOCKS News

CGN Power

CGN POWER

GOLDWIND

GCL TECH

Sungrow Power Supply

Deye

Daqo New Energy

CYPC

MYSE

LONGi

Tongwei Co.,Ltd

Maxwell

CHINA LONGYUAN

DATANG RENEW

Daqo Energy

JPM: Preferred Renewable Energy H Shrs GOLDWIND , GCL TECH  and CGN POWER

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Citi has raised its target price for GOLDWINDfrom HKD18 to HKD20, maintaining a Buy rating. The company reported a 59.6% YoY increase in net profit to RMB907 million in Q1 2026 and aims for a gross margin of 9% to 10% for wind turbine sales. Despite rising production costs, particularly for copper and petrochemical components, the unit cost of bearings remains stable. Citi also increased its net profit forecasts for 2026 and 2028 by 8% to 9%, driven by investment income from wind farm disposals. The green hydrogen project is set to begin trial operations in Q3 2026.

E Fund CSI Green Power ETF

GF CSI All Share Power Public Service ETF

Penghua SSE STAR New Energy ETF

ChinaAMC CSI Grid Equipment Thematic ETF

Bosera CSI All Share Electric Utilities ETF

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citi Raises GOLDWIND  TP to HKD20, Bullish on Upcycle

BofAS has raised the target price for GOLDWINDfrom HKD17.6 to HKD18.5, maintaining a Buy rating. The company reported a 60% YoY increase in net profit to RMB907 million in Q1, driven by higher wind turbine shipments and resumed wind farm sales. However, overall gross margin declined by 5 percentage points YoY. The broker also adjusted earnings forecasts for 2026-2028 upwards by an average of 3%, anticipating a 35% growth this year, despite a decline in wind turbine margin to 10.8%.

BofAS Raises GOLDWIND  TP to HKD18.5; 1Q Net Profit Beats

Goldwind's stock surged nearly 10% after announcing a 60% increase in net profit for the first quarter. The company reported a revenue of RMB15.485 billion, a 63.5% year-on-year rise, driven by increased sales of wind turbines and components. The stock opened 5.33% higher and reached an intraday peak of HKD17.45, currently trading at HKD17.3 with a turnover of HKD262 million. Net profit attributable to shareholders was RMB907 million, with earnings per share of RMB0.2091.

Goldwind  Jumps Nearly 10% as 1Q Net Profit Surges 60%

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Goldwind Completes First Tranche of 2026 Green Technology Innovation Bonds

Tip Ranks

ChinaAMC Green Electricity ETF

Goldwind Completes First Tranche of 2026 Green Technology Innovation Bonds

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Hong Kong's Hang Seng Index experienced a decline of 201 points, closing at 24,750 points with a trading volume of 285.4 billion HKD. According to Ming Pao, the geopolitical situation in Iran showed signs of escalation over the weekend. Despite this, Asian stock markets generally demonstrated resilience, initially dropping but later stabilizing, indicating positive development. Goldwind Technology (2208) is benefiting from the surge in oil prices due to its renewable energy concept. Additionally, its stake in Blue Arrow could leverage SpaceX's public listing for short-term speculative gains.

CoinLive

Hang Seng Index

China Southern Hang Seng ETF

STOCKS | Hong Kong's Hang Seng Index Declines Amid Global Tensions

Goldwind announced its performance for the fiscal year 2025, with revenue of 72.782 billion RMB, an increase of 28.8% year-on-year; gross profit of 10.24 billion RMB, an increase of 32.7%. It recorded a net profit of 2.774 billion RMB, a growth of 49.1%, with earnings per share of 0.64 RMB. A final dividend of 0.20 RMB was declared

AASTOCKS

"Performance" Goldwind Technology's annual net profit of 2.774 billion RMB increased by 49%, with a final dividend of 0.20 RMB

Goldwind Proposes RMB 0.2 Final Dividend for 2025, Details Pending

Goldwind Proposes RMB 0.2 Final Dividend for 2025, Details Pending

BABX

KBAB

Alibaba (9988) stock price rose nearly 2% this morning against the market trend, as major institutions are optimistic about its AI technology chain and application ecosystem. Attention can be paid to Alibaba call options with an exercise price of HKD 150.09, expiring in August 2026, with an actual leverage of 5.5 times. Goldwind (2208) saw its stock price rise against the market trend driven by the wind power theme, holding equity in Blue Arrow Aerospace, which may enhance its potential listing valuation. Attention can be paid to Goldwind call options with an exercise price of HKD 21.08, expiring in July 2026, with an actual leverage of 3.9 times

𣾀豐輪證點評

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

Alibaba

BABA-W

[Technology] Hong Kong stock technology stocks Alibaba and Goldwind are performing strongly against the market trend, looking forward to Alibaba call 26604/Goldwind call 24668

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Chinese wind turbine manufacturers dominated the global market in 2022, occupying the top six positions for new installed capacity, according to BloombergNEF. China's wind power capacity surged 51% to 126 GW, leading global installations of 169 GW. Goldwind, Envision, and Ming Yang topped the list, surpassing Vestas for the first time. Chinese firms are expanding overseas, reducing domestic reliance from 99% to 93%. This shift includes localized production strategies, as seen in Envision's agreement with Brazilian developers. The report highlights China's growing influence in the global wind energy sector.

Yicai

TK NEW ENERGY

Chinese Wind Turbine Makers Take Top Six Global Market Share Spots, BloombergNEF Says

Goldwind(002202.SZ)

JPM: Preferred Renewable Energy H Shrs GOLDWIND , GCL TECH and CGN POWER

Citi Raises GOLDWIND TP to HKD20, Bullish on Upcycle

BofAS Raises GOLDWIND TP to HKD18.5; 1Q Net Profit Beats

Goldwind Jumps Nearly 10% as 1Q Net Profit Surges 60%

Goldwind Completes First Tranche of 2026 Green Technology Innovation Bonds

STOCKS | Hong Kong's Hang Seng Index Declines Amid Global Tensions

"Performance" Goldwind Technology's annual net profit of 2.774 billion RMB increased by 49%, with a final dividend of 0.20 RMB

Goldwind Proposes RMB 0.2 Final Dividend for 2025, Details Pending

[Technology] Hong Kong stock technology stocks Alibaba and Goldwind are performing strongly against the market trend, looking forward to Alibaba call 26604/Goldwind call 24668

Chinese Wind Turbine Makers Take Top Six Global Market Share Spots, BloombergNEF Says