Heavy Electrical Equipment

MYSE

MYSE released FY2025 Q4 earnings on April 28 (BJT), actual revenue CNY 11.79 B, actual EPS CNY -0.0574 (forecast EPS CNY -0.64)

MYSE released FY2025 Annual Earnings on April 28 (BJT), actual revenue CNY 38.09 B (forecast CNY 39.59 B), actual EPS CNY 0.3067 (forecast CNY 0.4183)

MYSE released FY2026 Q1 earnings on April 28 After-Market BJT, actual revenue CNY 8.663 B, actual EPS CNY 0.01

MYSE to Release FY2026 Q1 Earnings on April 29 After-Market (BJT)

MYSE to release FY2025 earnings on April 29, 2026 (BJT), forecast revenue CNY 39.59 B, EPS CNY 0.4183

UK Government Rejects Mingyang Smart's Investment on National Security Grounds

MYSE released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 9.161 B, actual EPS CNY 0.0696 (forecast EPS CNY 0.22)

MYSE released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 26.3 B, actual EPS CNY 0.3399

MYSE to release FY2025 Q3 earnings report on October 31 After-Market BJT, forecast EPS CNY 0.22

MYSE released FY2025 Semi-Annual earnings on August 27 After-Market (BJT), actual revenue CNY 17.14 B, actual EPS CNY 0.27

MYSE released FY2025 Q2 earnings on August 27 After-Market (BJT), actual revenue CNY 9.439 B, actual EPS CNY 0.1402 (forecast EPS CNY 0.17)

MYSE to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

MySE Hydrogen's Global First 30MW Pure Hydrogen Gas Turbine Successfully Delivered

MYEC Chairman Meets CNOOC Chairman to Discuss Offshore Wind Cooperation

Dazhao Yiming New Energy Co., Ltd Established

Myungyang Smart Obtains a New Utility Patent for Small Wind Turbine Pitch Control Ring Installation Structure

MySEnergy Overseas Projects Progressing Well

MySE Deputy Chairman Ge Changxin Resigns for Personal Reasons

Myungyang Smart Establishes New Energy Development Companies in Zhongwei and Zhongning

CITIC Securities Mingyang Smart Energy New Energy REIT Conducts High-level Management Adjustments

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A Chinese wind turbine maker, Ming Yang Smart Energy, claims Ed Miliband blocked a £1.5bn factory in the UK for political reasons, citing national security concerns. The company, which had engaged with UK officials for two years, expressed confusion over the decision, suggesting it was politically motivated. The blockage has led to tensions within the Cabinet and criticism from energy suppliers. Ming Yang is now considering investments in Europe, warning that the decision could increase energy costs for UK households and reduce competition in the wind turbine market.

The telegraph

MOBVISTA

Vestas Wind Systems A/S

Vestas Wind Systems

RWE AG

RWE Aktiengesellschaft

Ørsted A/S

Siemens

Siemens AG

Miliband blocked us for ‘political’ reasons, says Chinese wind farm boss

The spokesperson for China's Ministry of Commerce opposed the UK government's decision not to support the use of MYSE wind turbine products, stating that excluding Chinese products under the guise of "national security" contradicts the UK's long-standing market philosophy of "openness and freedom," may have negative impacts on local economies and public welfare in the UK, and could affect bilateral trade and economic cooperation between China and the UK

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On March 26, institutions bought a total of 19 stocks and sold 22 stocks on the Dragon and Tiger List. The top three net purchases were YOFC (CNY 656.7 million), Zhejiang Provincial New Energy (CNY 103 million), and Shaoneng Co., Ltd. (CNY 86.16 million); the top three net sales were MYSE (CNY 1.218 billion), Huada Technology (CNY 249 million), and Western Materials (CNY 95.56 million)

36Kr

Guotai CSI All Share Communications Equipment ETF

Fullgoal CSI Communication Equipment Thematic ETF

Zhe jiang Provincial New Energy

YOFC

Institutions bought 19 stocks including YOFC today and sold MYSE for 1.218 billion yuan

Labour has banned Chinese wind turbine maker Ming Yang over national security concerns, halting plans for a £1.5bn factory in Scotland that would have created 1,500 jobs. The UK Government stated it cannot support the use of these turbines in offshore projects, emphasizing the need to protect national security. Despite this, officials indicated that Chinese investment is still welcome in the UK. Ming Yang expressed disappointment, stating the decision limits competition in the wind turbine market and pledged to engage with the UK Government on national security matters.

Labour bans Chinese wind turbine-maker over national security concerns

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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

Bosera CSI All Share Electric Utilities ETF

ChinaAMC Green Electricity ETF

E Fund CSI Green Power ETF

GF CSI All Share Power Public Service ETF

Penghua SSE STAR New Energy ETF

TK NEW ENERGY

Goldwind

GOLDWIND

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

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.

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

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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."

AASTOCKS

GCLSI

GCL TECH

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

Ming Yang Smart Energy Group Ltd announced progress on its asset acquisition of Uniwatt Technology Co., Ltd. through share issuance and cash payment, which is classified as a related-party transaction. Trading of its A shares was suspended on January 13, 2026, and resumed on January 23, 2026, after board approval of the acquisition proposal. The company is currently verifying details in response to an inquiry from the Shanghai Stock Exchange. However, a formal transaction agreement has not yet been signed, and multiple approvals are still required before implementation.

London Stock Exchange

REG - Ming Yang Smart Engy - Progress of Asset Acquisition

MYSE(601615.SH)