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港股异动 | 风电股盘中上扬 前三季度国内风电招标体量明显 海外需求共振放量

Hong Kong stocks fluctuated | Wind power stocks rose during the day, with a significant volume of domestic wind power tenders in the first three quarters, and overseas demand resonated with a substantial increase.

Zhitong Finance ·  Nov 18 11:10

Wind power stocks rose during trading; as of the time of publication, Goldwind Science & Technology (02208) is up 4.35%, priced at 6.24 HKD; China Longyuan (00916) is up 3%, priced at 6.87 HKD; China Suntien (00956) is up 2.68%, priced at 3.45 HKD; Datang Renew (01798) is up 1.99%, priced at 2.05 HKD.

According to the Zhichun Finance APP, wind power stocks rose during trading; as of the time of publication, Goldwind Science & Technology (02208) is up 4.35%, priced at 6.24 HKD; China Longyuan (00916) is up 3%, priced at 6.87 HKD; China Suntien (00956) is up 2.68%, priced at 3.45 HKD; Datang Renew (01798) is up 1.99%, priced at 2.05 HKD.

Regarding the news, it has recently been reported that China's offshore wind installed capacity is expected to exceed 45 million kilowatts this year, making it the world's leader for four consecutive years. In the first three quarters of this year, 2.47 million kilowatts of new offshore wind capacity was added, bringing the total grid-connected capacity to 39.1 million kilowatts. As of the third quarter of this year, China's cumulative offshore wind installed capacity has remained the highest in the world for three consecutive years, surpassing the combined offshore wind grid-connected capacity of countries ranked 2nd to 5th. Sinolink believes there is a clear signal of expansion in the wind power industry under the resonance of domestic and overseas demand, with sustained improvements in machine profitability. The third quarter has seen a recovery in offshore wind installations, while onshore wind installations have grown steadily; bidding for turbines is robust, and tender prices remain stable, suggesting potential improvements in the industry's price competition.

According to a research report from Zhongtai International, it was pointed out that recently, the East Anglia 2 offshore wind project in the United Kingdom has completed the procurement of core equipment such as offshore wind turbines and monopile foundations. The Prime Minister of the United Kingdom has proposed providing temporary subsidies to offshore wind developers in industrial centers, coastal areas, and oil & gas communities investing in the UK. Turkey has launched a roadmap for 5GW offshore wind development by 2035, indicating an upward trend for overseas offshore wind projects. Key domestic offshore wind projects are gradually starting construction, making next year's outlook promising. The 2.65GW project in Jiangsu has made significant progress, with clear information on starting construction within the year. The 500kV submarine cable for the Fan Stone I project has been awarded the bid, the environmental assessment for Fan Stone II has been recently approved, and the bidding for tower tubes in Qingzhou VII has started. In addition, other key projects are tendering and construction is proceeding in an orderly manner, suggesting a noticeable increase in delivery volume by 2025; it is recommended to pay attention to Goldwind Science & Technology among others.

The translation is provided by third-party software.


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