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0022
Goldwind Science&Technology
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Decarbonization And Electrification Will Fuel Global Wind Transformation
Key Takeaways Goldwind's strong order backlog, leadership in large-capacity turbines, and expanding international presence position it for sustained revenue and margin growth above industry expectations. Favorable green policies, cost-competitive wind energy, and high-margin digital services are set to drive robust, recurring earnings and superior long-term profitability.
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CN¥14.60
FV
24.7% undervalued
intrinsic discount
20.54%
Revenue growth p.a.
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6 days ago
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0022
Goldwind Science&Technology
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Heavy Chinese Exposure Will Undermine Wind Revenue Prospects
Key Takeaways Overdependence on the Chinese market and government policies creates significant risk and earnings volatility amid rising local competition and shifting regulatory incentives. Intensifying price pressures, policy uncertainty, and potential for technological disruption threaten profitability, international expansion, and sustained long-term growth.
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CN¥9.14
FV
20.2% overvalued
intrinsic discount
8.60%
Revenue growth p.a.
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6 days ago
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Shenzhen Inovance TechnologyLtd
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Leveraging Belt And Road Initiative Will Boost Overseas Expansion And Demand
Key Takeaways Inovance's overseas expansion, leveraging the Belt and Road initiative, may significantly boost demand and revenue growth. Strategic focus on high-margin products and key sectors, like New Energy Vehicles, aims to enhance net margins and earnings growth.
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CN¥79.88
FV
6.2% undervalued
intrinsic discount
19.45%
Revenue growth p.a.
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0022
Goldwind Science&Technology
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
China Policy Reforms And Global Trends Will Expand Wind Installations
Key Takeaways Strong government policy support and improved wind energy competitiveness drive Goldwind's sustained revenue growth and strengthen market position. International expansion and enhanced operational efficiency diversify revenue, reduce financial risk, and boost long-term profitability through recurring service streams.
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CN¥12.27
FV
10.4% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
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