300129 Shanghai Taisheng Wind Power Equipment
- 7.75
- +0.14+1.84%
Shanghai Taisheng Wind Power Equipment News
League of Nations Securities: With delivery and bidding, the wind power industry's boom is expected to reverse
Guolian Securities released a research report saying that previously, the wind power sector was at a phased relative bottom, and with deliveries and tenders starting, the industry's boom was in a phase of reversal.
Taisheng Wind Energy (300129): Deepening the marine and land wind export layout, and high-quality export orders continue to grow
Incident: The company released its 2023 annual report and 2024 quarterly report. Revenue in 2023 was 4.8 billion yuan, up 54%; net profit to mother was 290 million yuan, up 6.4%; gross profit margin was 18%, -0.3 pct year on year
Guojin Securities released a research report on April 28 stating that Taisheng Wind Energy (300129.SZ) was given a purchase rating. The main reasons for the rating include: 1) Land Wind and Sea businesses are growing rapidly, and overseas gross margin has
Guojin Securities released a research report on April 28 stating that Taisheng Wind Energy (300129.SZ) was given a purchase rating. The main reasons for the rating include: 1) Land Wind and Sea businesses are growing rapidly, and overseas gross margin has increased dramatically; 2) active orders are relatively full, and new overseas orders in Q1 increased by 298%; 3) the Yangzhou factory is gradually expanding, and the revenue structure is constantly being optimized. (Mainichi Keizai Shimbun)
Taisheng Wind Energy (300129): Continuously promote the “Sea Breeze+Go to Sea” layout with sufficient orders to ensure growth
Incident: The company released its 2023 annual report. In 2023, it achieved revenue of 4.813 billion yuan, an increase of 53.93% over the previous year; achieved net profit of 292 million yuan, an increase of 6.37% over the previous year; net profit not attributable to mother 2.
Taisheng Wind Energy (300129): Short-term profits under pressure during the Q1 off-season
Q1 started the off-season, and short-term profit weighed on the company achieved revenue of 4.813 billion yuan (+53.93% YoY) in 23 years, and net profit to mother of 292 million yuan (+6.37% YoY); 1Q24 achieved revenue
Taisheng Wind Energy (300129): Overseas orders are growing rapidly, and the revenue structure is expected to improve
Performance Overview On April 26, 2024, the company released its annual report and quarterly report. In 2023, it achieved revenue of 4.813 billion yuan, an increase of 53.9% over the previous year; net profit to mother was 292 million yuan, an increase of 6.4% over the previous year. 1
Taisheng Wind Energy (300129.SZ) announced its 2023 annual results, with net profit of 292 million yuan, an increase of 6.37%
Taisheng Wind Energy (300129.SZ) released its 2023 annual report. The company's revenue was 4.813 billion...
Taisheng Wind Energy (300129.SZ): The product does not include wind turbines
Gelonghui, April 15 | Taisheng Wind Energy (300129.SZ) said on the investor interactive platform that the company's main products at this stage are onshore wind power towers, offshore wind power towers, pipe piles, conduit racks, booster station platforms, etc., not including wind turbines.
Tao Can lost money to New Energy, and Zhou Zhishuo lost 1.3 billion dollars on 4 products, and each raised hidden heavy stocks
① Tao Can and Zhou Zhishuo have once again raised hidden heavy stocks; ② Tao Can's New Energy Themed Fund has the biggest annual loss. He believes that the new NEV segment will emerge with investment opportunities; ③ Zhou Zhishuo proposed that the main line is still to find companies with outstanding competitiveness and high risk and return.
The A-share wind power sector rebounded sharply, and Tianshun Wind Energy rose or stopped
Gelonghui, March 6 | Offshore wind power led the way. Tianshun Wind Energy rose or stopped, while Taisheng Wind Energy, Dongfang Cable, Haili Wind Power, Pangu Intelligence, and Daikin Heavy Industries rose more than 5%. According to news, at the beginning of 2024, the pace of commencement, construction, and grid connection of domestic offshore wind power projects accelerated markedly. Not only were seabreeze projects approved by several central state-owned enterprises such as the National Energy Group and China Power Investment Corporation, but major coastal provinces such as Hainan, Fujian, and Shandong announced their 2024 seabreeze project plans one after another. According to Guojin Securities's forecast, in 2024, the domestic market Haifeng tender scale will reach 15 GW, and the installed capacity will reach 10/16 GW, an increase of 67 over the same period last year
Tianfeng Securities: Optimistic that the boom in the sea breeze chain will continue to drive the dual flexibility of performance and valuation
“Two Seas” is still the main line of resilient investment
Deep*Company* Taisheng Wind Energy (300129): Fixed increase plan announced, controlling shareholders' full subscription shows confidence in development
On February 1, the company disclosed the “2024 Stock Issuance Plan to Specific Targets” and the “Shareholder Return Plan for the Next Three Years (2024-2026)”. According to this fixed increase plan, Guangzhou Kaide, the controlling shareholder of the company, will approve
Taisheng Wind Energy (300129.SZ): Proposed capital increase of no more than 1.2 billion yuan from the controlling shareholder
On February 1, Ge Longhui | Taisheng Wind Energy (300129.SZ) announced plans to issue shares to specific targets in 2024. The number of shares issued by the company to specific targets this time is no more than 174,672,489 shares (including 174,672,489 shares), which is no more than 30% of the company's total share capital before this issuance. The price of issuing shares to specific targets this time is 6.87 yuan/share. The current issuance target of shares to specific targets is Guangzhou Kaide, the controlling shareholder of the company. Guangzhou Kai was able to subscribe in cash for all shares issued to specific targets. On the day the board resolution was announced after deducting the current board resolution
The wind power sector pulls up the flyover and rises and stops in a straight line
Gelonghui, January 30 | The wind power sector fluctuated and picked up, and the flyover lifted in a straight line, and Zhenjiang Co., Ltd., Zhongji Union, Taisheng Wind Energy, and Baosheng Renewable Energy followed suit. According to the news, according to an analysis by the Global Wind Energy Association (GWEC), the global landwind is expected to add 122 gigawatts of installed capacity in 2027, with a compound growth rate of 5.9% in 2023-2027. In terms of offshore wind power, it is estimated that in 2027, the new installed capacity of global offshore wind power will reach 35.5 gigawatts, and the installed capacity of global offshore wind power will be close to 130 gigawatts in 2023-2027, with a five-year compound growth rate of 14.5%.
Taisheng Wind Energy (300129.SZ): Qinzhou Taisheng New Energy has not yet started production of photovoltaic brackets
Gelonghui, January 25 | Taisheng Wind Energy (300129.SZ) said on the investor interactive platform that Qinzhou Taisheng New Energy Technology Co., Ltd. is a holding subsidiary of Taisheng South China (Zhuhai) Wind Energy Equipment Co., Ltd. The company will be put into operation in 2023. The main business is the manufacture and sale of metal components such as wind power and photovoltaic structural components. Currently, the products mainly involve wind power structural components, and the production of photovoltaic brackets has not yet been carried out.
Taisheng Wind Energy (300129.SZ): The concrete tower business was laid out in 2023, and production base layout work is being carried out in many places
Gelonghui, January 24: An investor asked Taisheng Wind Energy (300129.SZ) on the investor interactive platform, “Does your company produce concrete towers?” The company replied that the company set up the concrete tower business in 2023 and is carrying out production base layout work in many places. Currently, a small number of project orders have been delivered.
Wind power stocks fell, and Haili Wind Power fell nearly 8%
Gelonghui, January 5 | Haili Wind Power fell nearly 8%, Taisheng Wind Energy fell more than 6%, and Jinlei, Daikin Heavy Industries, Zhenjiang, and Shuangyi Technology followed suit.
Taisheng Wind Energy (300129): Focus on “sea breeze+going out to sea” logical resonance to help growth
Taisheng Wind Energy has been deeply involved in the wind power equipment industry for many years, focusing on the R&D and manufacture of wind power towers, pipe piles and other products. The company was founded in 2001 and changed to a state-owned holding company in 2022. The actual controller is the Guangzhou Economic and Technological Development Zone Management Committee
Pacific Securities's 24-year wind power strategy: Haifeng is expected to welcome domestic and overseas resonance and focus on related parts companies
As domestic and foreign sea breezes enter a new cycle of high growth in 2024, demand for sea breeze-related festivals such as sea cables and pipe piles is strong.
Mecca Core Color (603062.SH): We have received orders for wind power tower coatings from Taisheng Wind Energy and TBEA this year
Glonghui, December 14|Some investors asked Mecca Xincai (603062.SH) on the investor interactive platform. “Are there any orders in the tower and ship sector now?” The company said that the company has received orders for wind power tower coatings from Taisheng Wind Energy, TBEA, China Construction Wuzhou, and China Energy Construction Hunan Lead this year; in the field of marine coatings, the company has not yet sold marine paint.
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