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002202: Share Capital Reduction Will Support Margins While Outlook Remains Balanced

Policy Shifts and Market Activity Will Drive Wind Power Expansion Ahead

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002202
AnalystConsensusTarget
Not Invested
Published 15 Dec 2024

Update shared on 08 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
54.6%
7D
13.0%

Analysts have modestly revised their price target on Goldwind Science&Technology upward to CNY 17.37. This reflects fine tuned assumptions on discount rates, revenue growth, profit margins, and future earnings multiples, while keeping fair value broadly unchanged.

What's in the News

  • Extraordinary shareholders meeting scheduled for December 19, 2025 in Beijing to consider key corporate matters and governance issues (company event notice)
  • Board approves changes in registered capital via repurchase and cancellation of 1,279,000 restricted shares, reducing total share capital to 4,223,788,647 shares and requiring amendments to the Articles of Association, subject to shareholder approval (company announcement)
  • Board meeting on October 24, 2025 to review unaudited financial results for the nine months ended September 30, 2025 and to address other business items (company filing)
  • Update on share buyback program for July 1 to September 30, 2025 confirms zero shares repurchased and no cash deployed under the April 25, 2025 authorization (company disclosure)
  • Board meeting on May 30, 2025 to consider registration and issuance of long term option embedded medium term bonds, indicating potential new financing plans (board resolution summary)

Valuation Changes

  • Fair Value Estimate: unchanged at CN¥17.37, indicating no material reassessment of intrinsic equity value.
  • Discount Rate: edged down slightly from 11.75 percent to 11.72 percent, modestly lowering the implied cost of capital used in the valuation model.
  • Revenue Growth: effectively unchanged at about 15.96 percent, signaling stable assumptions for Goldwind Science & Technology's top line trajectory.
  • Net Profit Margin: broadly stable at around 5.63 percent, reflecting no significant shift in expected profitability assumptions.
  • Future P/E: nudged down marginally from 16.89x to 16.88x, suggesting only a minimal adjustment to the valuation multiple applied to forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.