MSXJGST@EC2610A

LEOCH INT'L

STARGLORY HLDGS

INTELLIMARK W27

BEST FOOD HLDG

GAOYU FINANCE

EXTREME VISION

TIAN TU CAPITAL

HSC RESOURCES

EPI (HOLDINGS)

LAP KEI ENGRG

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Hong Kong's Hang Seng Index experienced a decline of 201 points, closing at 24,750 points with a trading volume of 285.4 billion HKD. According to Ming Pao, the geopolitical situation in Iran showed signs of escalation over the weekend. Despite this, Asian stock markets generally demonstrated resilience, initially dropping but later stabilizing, indicating positive development. Goldwind Technology (2208) is benefiting from the surge in oil prices due to its renewable energy concept. Additionally, its stake in Blue Arrow could leverage SpaceX's public listing for short-term speculative gains.

CoinLive

GOLDWIND

Hang Seng Index

China Southern Hang Seng ETF

Goldwind

STOCKS | Hong Kong's Hang Seng Index Declines Amid Global Tensions

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Goldwind Science And Technology Profit Up 49%, Revenue Rises 29%

marketscreener

ChinaAMC Green Electricity ETF

E Fund CSI Green Power ETF

Goldwind Science And Technology Profit Up 49%, Revenue Rises 29%

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Goldwind announced its performance for the fiscal year 2025, with revenue of 72.782 billion RMB, an increase of 28.8% year-on-year; gross profit of 10.24 billion RMB, an increase of 32.7%. It recorded a net profit of 2.774 billion RMB, a growth of 49.1%, with earnings per share of 0.64 RMB. A final dividend of 0.20 RMB was declared

AASTOCKS

Penghua SSE STAR New Energy ETF

GF CSI All Share Power Public Service ETF

Bosera CSI All Share Electric Utilities ETF

"Performance" Goldwind Technology's annual net profit of 2.774 billion RMB increased by 49%, with a final dividend of 0.20 RMB

Goldwind Science&Technology Co., Ltd. Reports Earnings Results for the Full Year Ended December 31, 2025

Goldwind Science&Technology Co., Ltd. Reports Earnings Results for the Full Year Ended December 31, 2025

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Goldwind Proposes RMB 0.2 Final Dividend for 2025, Details Pending

Tip Ranks

ChinaAMC CSI Grid Equipment Thematic ETF

Goldwind Proposes RMB 0.2 Final Dividend for 2025, Details Pending

Goldwind Science & Technology 2025 net profit up 49.1% Y/Y

Goldwind Science & Technology 2025 net profit up 49.1% Y/Y

BABX

KBAB

Alibaba (9988) stock price rose nearly 2% this morning against the market trend, as major institutions are optimistic about its AI technology chain and application ecosystem. Attention can be paid to Alibaba call options with an exercise price of HKD 150.09, expiring in August 2026, with an actual leverage of 5.5 times. Goldwind (2208) saw its stock price rise against the market trend driven by the wind power theme, holding equity in Blue Arrow Aerospace, which may enhance its potential listing valuation. Attention can be paid to Goldwind call options with an exercise price of HKD 21.08, expiring in July 2026, with an actual leverage of 3.9 times

𣾀豐輪證點評

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

Alibaba

BABA-W

[Technology] Hong Kong stock technology stocks Alibaba and Goldwind are performing strongly against the market trend, looking forward to Alibaba call 26604/Goldwind call 24668

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On March 12, the three major indices of the Hong Kong stock market consolidated at high levels, with the Hang Seng Index, Technology Index, and National Enterprises Index all experiencing slight pullbacks, indicating a weakening of the previously strong momentum. The oil and gas exploration sector performed strongly due to increased energy demand, with CNOOC rising 4.7% against the trend. The internet and retail sectors showed mixed performance, with Tencent Holdings and Alibaba facing slight pressure. Overall market trading was active, with funds focusing on energy and semiconductor stocks, while sentiment became cautious ahead of the upcoming macroeconomic indicators

- On March 12, Hong Kong's stock indices are experiencing slight declines, with the Hang Seng Index at 25,709.1, down 0.73%.  
- The oil and gas exploration sector leads gains due to increased energy demand, while the internet and retail sectors show mixed performance amid cautious investor sentiment.  
- Key economic indicators such as forex reserves and retail sales are under scrutiny as the global macroeconomic environment influences market risk appetite.

Market Heartbeat

TENCENT

CNOOC

JD-SW

KINGSOFT CLOUD

LI AUTO-W

JIAXIN INTL RES

Hong Kong stock market intraday | The Hang Seng Index fell 0.73%, with the oil and gas sector leading the gains, CNOOC rose 4.7% against the trend

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Chinese wind turbine manufacturers dominated the global market in 2022, occupying the top six positions for new installed capacity, according to BloombergNEF. China's wind power capacity surged 51% to 126 GW, leading global installations of 169 GW. Goldwind, Envision, and Ming Yang topped the list, surpassing Vestas for the first time. Chinese firms are expanding overseas, reducing domestic reliance from 99% to 93%. This shift includes localized production strategies, as seen in Envision's agreement with Brazilian developers. The report highlights China's growing influence in the global wind energy sector.

Yicai

TK NEW ENERGY

MYSE

Chinese Wind Turbine Makers Take Top Six Global Market Share Spots, BloombergNEF Says

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As of noon on March 11, the three major Hong Kong stock indices collectively rose slightly, with the Hang Seng TECH Index leading with a 0.26% increase. The internet content sector remained stable, with leading company Tencent Holdings rising 0.45%; the communication equipment sector faced pressure, with Changfei Optical Fiber dropping 3.90%. The market overall oscillated and consolidated below previous highs, with NEWBORNTOWN performing strongly, rising over 13%, and capital flows still dominated by heavyweight stocks

- As of midday on March 11, Hong Kong's three main indices showed slight gains, indicating stable market sentiment, with the Hang Seng Index at 25,981.42, up 0.08%.  
- The technology sector saw limited movements, while communication equipment struggled, led by a significant decline in related stocks, reflecting profit-taking pressure.  
- Investors remain cautious amidst economic recovery concerns, closely monitoring macro data, suggesting the necessity to watch key economic indicators for potential systemic risks.

YOFC

NEWBORNTOWN

ZHAOJIN MINING

SUNNY OPTICAL

GIGADEVICE

Tianhong Hang Seng TECH ETF(QDII)

FL2 CSOP HSI

CAM HS TECH

FI CSOP HSI

Hang Seng TECH ETF I

Dacheng Hang Seng Technology ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Tencent Holdings Limited

ChinaAMC Hang Seng Technology ETF(QDII)

Tencent

HSTECH ETF

CSOP HS TECH

FI2 CSOP HSI

Hang Seng TECH Index

Hong Kong Stock Midday Review | Hang Seng Index up 0.26%, Tencent leads, Newborntown surges 13%

The intensification of conflict in the Middle East has heightened Europe's strategic anxiety over energy security. As Europe's domestic supply chains show signs of fatigue in the face of urgent demand, even facing the embarrassment of core suppliers having their contracts terminated, China's wind power equipment supply chain, with its advantages in cost, scale, and delivery certainty, has become a "substitute" in this energy restructuring

- In March 2026, amid concerns over disrupted shipping in the Strait of Hormuz and supply issues from Qatari LNG facilities, China's Goldwind Heavy Industries signed an agreement with Poland's Szczecin Wulkan shipyard to supply core components for the Nordseecluster B offshore wind project in Germany.  
- The ongoing conflicts in the Middle East have heightened Europe's energy security concerns, leading to a shift in priorities for offshore wind investments from a carbon-neutral option to an energy security necessity.  
- As European supply chains strain under demand, Chinese firms are poised to fill gaps, enhancing their competitive edge through cost, scale, and delivery reliability.

Wallstreetcn

Harvest CSI Guoxin Central-SOEs Modern Energy ETF

E Fund CSI New Energy ETF

SEWPG

DONGFANG ELEC

CECWPC

DEC.LTD

Windey

In the Middle East, when a war breaks out, China's wind power orders go crazy

As of the close on March 4th, prices have shifted downwards in the middle of the range, with clear tug-of-war throughout the day and a calm sentiment for chasing prices. After a slight rise in the morning, prices fell back, with rapid switching between buy and sell orders, indicating that existing stock games are dominant, and the short-term rhythm remains focused on observation. In terms of capital, trading volume fluctuates with the temperature of the sector, with general willingness to chase higher prices, and decent support during pullbacks. Technically, the back-and-forth testing near the edge of the range is often seen as a "grinding period" before a directional choice, with right-side trading requiring confirmation; repeated unsuccessful attempts to break out may easily lead to a return to oscillation within the range. A unique observation is that with the two sessions' time window approaching, the market is closely watching statements on energy transition and offshore wind power, with installation pace and grid connection efficiency becoming focal points of discussion. Last week, discussions heated up regarding bidding prices and material costs in the wind power industry chain, with fluctuations in steel and copper prices prompting a reassessment of gross profit elasticity. In terms of sector linkage, the trends of complete machines and components are diverging, with leading companies showing converging elasticity, and capital is more inclined to patiently wait for policy statements to materialize, raising short-term confirmation requirements for "stable prices and increased volume." From a technical perspective, the authenticity of volume near the upper edge of the range is crucial; if volume and price do not synchronize, it may be interpreted as "false bullishness." If there is continuous volume after today's opening, with prices breaking above the edge of the range and completing a pullback without breaking, the effectiveness of the breakout significantly increases; conversely, if there is a high without volume or a rapid intraday pullback, the probability of a false breakout rises, and the rhythm may slow down again. The risk warning is that if raw materials rise again or bidding prices continue to press down, profit expectations may be squeezed, and the valuation recovery space for complete machine enterprises may be constrained

Technical Forecast

Morning Trend | Goldwind (2208.HK) Approaches the Upper Bound of the Range, True Breakthrough or False Signal?

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JP Morgan's report points out that the space solar energy boom is rising in China's new energy sector, with an expected expansion of related manufacturing by 200 gigawatts. Related stocks have risen by 21% since November 2025. The market size of space solar energy is expected to be three times that of ground solar energy in 2025 by 2030, but its feasibility is in doubt. GCL TECH's rating has been upgraded to "Buy," while GOLDWIND and MYSE's ratings have been downgraded to "Sell."

GCLSI

GCL TECH

"Big Banks" JP Morgan: The space solar energy craze sweeps through China's new energy sector, GCL TECH rating "Overweight"

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Hong Kong's commercial aerospace sector saw a notable uptick in the afternoon trading session. According to Jin10, shares of Junda Co., Ltd.rose by over 4%, while Lens Technology Co., Ltd.experienced an increase of more than 3%. Other companies, such as Goldwind Science & Technology Co., Ltd.and Asia-Pacific Satellite, also followed the upward trend.

APT SATELLITE

Lens

DRINDA

Hong Kong Commercial Aerospace Stocks Strengthen in Afternoon Trading

The Hong Kong stock market is now a tale of two extremes. Mixue Group is exploding directly, this wave of beverages really gives a bull market feeling. However, cyclical stocks like oil services, such as BQE Petroleum Services, fell nearly 10% in a single day, not even enough time to cut losses.Those two in new energy and biotech (Goldwind Science &amp; Technology, Giant Biogene), seem to have no presence, just floating along passively.RoboSense pulled up a bit, the smart vehicle track still has some popularity.Now, we can only watch and choose, continue to endure...

ROBOSENSE

PETRO-KING

MIXUE GROUP

GIANT BIOGENE

MSXJGST@EC2610A(27943.HK)

MSXJGST@EC2610A Stock Performance Chart

STOCKS | Hong Kong's Hang Seng Index Declines Amid Global Tensions

Goldwind Science And Technology Profit Up 49%, Revenue Rises 29%

"Performance" Goldwind Technology's annual net profit of 2.774 billion RMB increased by 49%, with a final dividend of 0.20 RMB

Goldwind Science&Technology Co., Ltd. Reports Earnings Results for the Full Year Ended December 31, 2025

Goldwind Proposes RMB 0.2 Final Dividend for 2025, Details Pending