As the three quarterly reports of A-share companies were revealed one after another, signs of profit recovery in the wind power industry chain gradually became apparent. Among them, the gross margin and net profit of leading OEM companies were the first to improve, and the performance of some parts companies continued to grow. Meanwhile, since entering the third quarter, demand in the wind power industry has picked up at an accelerated pace. Market participants believe that with the gradual clearance of low-price orders, stabilization of fan prices, and restoration of tendering and installed demand, the profitability of enterprises in the wind power industry is expected to return to an upward channel. In terms of the secondary market, the agency believes that the current wind power equipment sector may be at the bottom of both the performance cycle and the valuation cycle.

As the three quarterly reports of A-share companies were revealed one after another, signs of profit recovery in the wind power industry chain gradually became apparent. Among them, the gross margin and net profit of leading OEM companies were the first to improve, and the performance of some parts companies continued to grow. Meanwhile, since entering the third quarter, demand in the wind power industry has picked up at an accelerated pace. Market participants believe that with the gradual clearance of low-price orders, stabilization of fan prices, and restoration of tendering and installed demand, the profitability of enterprises in the wind power industry is expected to return to an upward channel. In terms of the secondary market, the agency believes that the current wind power equipment sector may be at the bottom of both the performance cycle and the valuation cycle.