2025-12-29 14:28:42

The recent new highs of leading players in the overseas wind power sector are worth paying attention to.

I mentioned this company's movements as early as September last year, when it just completed the bidding for a large-scale wind power project in Australia. By the third quarter of 2025, the scale of overseas projects had reached 7,161.72MW, and more importantly, the overseas gross profit margin remained at a high level—this indicates that going overseas is not only about scale expansion but also maintaining stable profitability.

This company's vision is indeed forward-looking. It is not only leading in the wind power field but also seizing opportunities in multiple frontier areas. Take green alcohol as an example; the company first achieved a complete industrial chain closed-loop of wind power—green hydrogen—green alcohol/green ammonia in Inner Mongolia, and has signed long-term supply agreements with Maersk and Hapag-Lloyd for 500,000 tons and 250,000 tons annually, respectively. These are solid commercial orders.

They also have a layout in the commercial aerospace sector, holding shares related to Blue Arrow Aviation. From wind power to green hydrogen and then to aerospace, the industry matrix is becoming clearer. Such companies are entirely driven by fundamentals. The implementation of industry analysis data in 2024 makes valuation support more concrete.

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DeFiDoctor

· 9h ago

The consultation records show that this company's stable overseas gross profit margin is what truly warrants attention — it's not just a symptom of scale.

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DegenWhisperer

· 9h ago

Offshore wind power of 7161MW can still maintain high profitability, now that's a truly impressive story.

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wrekt_but_learning

· 10h ago

Green hydrogen + green alcohol + aerospace, this pattern is indeed fierce. The profit margin from going overseas has also remained stable, indicating it's not a money-burning strategy to gain scale.

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NFTregretter

· 10h ago

Uh... the green alcohol industry chain closed-loop is indeed solid, and Maersk signing the contract is no small matter.

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liquidation_watcher

· 10h ago

This company does have some real substance; I understand the closed-loop logic of green hydrogen and green alcohol. --- Export of 7,161MW still maintaining gross profit margin, this is true strength. --- Wait, Blue Arrow Aviation? Wind power crossing into aerospace? That's a bit far-fetched... --- Maersk and Hapag-Lloyd's orders are solidified, not just PPT pie-in-the-sky. --- The industry matrix is clear and well-organized, but could being too greedy cause setbacks? --- Last year's Australian project showed that this company is playing a big chess game. --- Green hydrogen is truly the future, but the key now is whether mass production and stable supply can be achieved. --- Fundamentals are the real driver; those who tell stories will eventually face a backlash. --- Inner Mongolia wind power and green hydrogen integration... this combo punch is indeed excellent. --- The question is, how do they maintain gross profit margins? With such fierce overseas competition, can they really stay steady?

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LiquidityNinja