Xinjiang Goldwind Science & Technology Co Ltd Class A
- 거래소
- 선전
- 국가 / 지역
- China
- 상장일
- 2007년 12월 26일
- 직원 수
- 11,890
종합 밸류에이션 구간 · 보수적 ¥13–¥17 / 적정 ¥19–¥24 / 낙관적 ¥28–¥35. ¥18.15 기준, 보수적 구간과 적정 구간 사이.
보고서 발행 시 ¥23（2026년 6월 6일）
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Goldwind Science&Technology Co., Ltd., together with its subsidiaries, provides wind power solutions in China and internationally. It operates through four segments: Wind Turbine Generator Manufacturing and Sale, Wind Power Services, Wind Farm Development, and Others. The company engages in the research and development, manufacture, and sale of wind turbine generators and component; investment, development, sale, and operation of wind farms, which consists of wind power generation services through its wind farms, as well as offers technical services; and development and operation of water treatment plants. it also offers wind power construction, warranty, and asset management services. In addition, the company engages in the supply of wind power equipment and accessories; development and operation of solar power generation projects; energy storage business; and financial leasing business. The company was formerly known as Xinjiang Goldwind Science & Technology Co., Ltd. Goldwind Science&Technology Co., Ltd. was founded in 1998 and is headquartered in Beijing, China.
연혁
Goldwind was founded in 1998 in Xinjiang and is headquartered in Beijing. It listed its A-shares on the Shenzhen exchange in 2007 and its H-shares in Hong Kong in 2010, growing into a leading wind-turbine manufacturer in China and globally. Technologically it began with direct-drive permanent-magnet machines and now runs a dual-track of direct-drive plus medium-speed permanent-magnet platforms. From 2020 to 2023 the industry endured a severe price war: onshore turbine tender prices (excluding towers) fell from roughly RMB 3,000-4,000/kW in mid-2020 to about RMB 1,500/kW by 2023, with low bids dropping below RMB 1,000/kW, and Goldwind's manufacturing-segment gross margin was compressed to just 0.16% in 2023 while net profit attributable to shareholders fell 44% to RMB 1.331 billion. In October 2024 the wind-energy committee organized Goldwind and 11 other turbine makers (12 in total, covering over 99% of capacity) to sign an anti-involution self-discipline pact barring below-cost bidding, after which tender prices stabilized and recovered. Profit then rose for two consecutive years, with net profit attributable to shareholders reaching RMB 1.860 billion in 2024 (+40%) and RMB 2.774 billion in 2025 (+49%), and the manufacturing gross margin recovering stepwise from 0.16% to 5.05% to 8.95%. For FY2025 the company reported revenue of RMB 73.023 billion (+28.79%), and it now operates through three main segments-wind turbine and component sales (about 78% of revenue), wind-farm investment and development (about 12%), and wind-power services (about 8%)-with roughly 11,890 employees.
업계 내 위치
Goldwind is the world's largest wind-turbine manufacturer. Per BloombergNEF, in 2025 it ranked first globally in new installations for the fourth consecutive year with about 29.3GW, well ahead of second-place Envision at 20.9GW, and it topped China's offshore wind turbine market for the first time with a 37.9% share, surpassing Mingyang. In 2025 the global top six turbine makers were all Chinese companies for the first time-Goldwind, Envision, Mingyang, Yunda, Sany and Dongfang Electric-with Vestas falling to seventh, its first time outside the top five since the ranking began in 2013, and Chinese manufacturers held roughly 67% of the global market. Domestically, by CWEA installation data Goldwind led in 2024 with about 21.5% share, ahead of Envision, Mingyang, Yunda and Sany, with the top five totaling about 75%; in global offshore it still ranked second behind Siemens Energy. Its competitive position rests on a combination of manufacturing scale (the largest shipment volume plus 15-plus years of permanent-magnet technology), owned wind-farm operating assets (about 9.95GW of cumulative equity grid-connected capacity and 2.52GW under construction, generating 18.33 billion kWh), and aftermarket operations and maintenance covering over 50GW of capacity, though none of these is a deep barrier given that turbines are a commoditized, cyclical capital good. Internationally, 2025 overseas revenue reached RMB 18.082 billion (+50.59%), about 24.76% of the total, with an overseas turbine gross margin of about 13.8%-more than double the domestic manufacturing level of 5.1%-and cumulative international installations exceeded 12.6GW across 49 countries on six continents, with overseas orders in hand of 9.27GW.
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