JPMorgan's Industry Predictions: JPMorgan forecasts a policy-driven consolidation in the polysilicon industry by 2026, with an Overweight rating on GCL TECH and DAQO New Energy.
GOLDWIND's Market Performance: GOLDWIND's shares surged significantly in early January 2026, attributed to expectations surrounding its stake in Landspace, although JPMorgan cautions that this rally may be overvalued.
SIEYUAN ELEC and CATL Partnership: A three-year energy storage cooperation between SIEYUAN ELEC and CATL aims for a total capacity of 50GWh, potentially generating annual revenues of around RMB20 billion.
Market Reactions and Recommendations: JPMorgan suggests investors consider ORIENT WIRES & CABLES for upstream wind power investments, as they assess the current market dynamics and valuations.
Wall Street analysts forecast 02208 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 02208 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast 02208 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 02208 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 14.880
Low
Averages
High
Current: 14.880
Low
Averages
High
Daiwa
Daiwa
Hold
to
Outperform
upgrade
$13 -> $17
Al Analysis
2026-01-08
Reason
Daiwa
Daiwa
Price Target
$13 -> $17
Al Analysis
2026-01-08
upgrade
Hold
to
Outperform
Reason
The analyst rating for GOLDWIND (02208.HK) was upgraded from Hold to Outperform by Daiwa due to several factors. The potential investment returns are expected to support the company's short-term earnings performance and drive an interim valuation re-rating. Additionally, the company's unexecuted share buyback plan is anticipated to bolster its share price. As a result, Daiwa also raised its target price for GOLDWIND's H-shares from $13 to $17.
Daiwa
Hold
maintain
2026-01-05
Reason
Daiwa
Price Target
2026-01-05
maintain
Hold
Reason
The analyst rating for GOLDWIND (02208.HK) is a "Hold" based on expectations that positive developments in the IPO of Chinese private rocket company LandSpace on the STAR market, along with favorable news regarding China's commercial aerospace policy, could serve as catalysts for a potential re-rating of GOLDWIND's share price.
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Daiwa
Hold
maintain
2025-12-12
Reason
Daiwa
Price Target
2025-12-12
maintain
Hold
Reason
Daiwa maintained a Hold rating on GOLDWIND (02208.HK) due to its view that the recent 10% rally in the stock price is an event-driven short-term fluctuation. The broker noted that the rally might be linked to market speculation regarding SpaceX's potential IPO and rumors about GOLDWIND's significant stake in a Chinese private rocket company, Landspace, which is planning an IPO.
JPMorgan
JPMorgan
Neutral
maintain
$12
2025-11-12
Reason
JPMorgan
JPMorgan
Price Target
$12
2025-11-12
maintain
Neutral
Reason
The analyst rating for GOLDWIND's H-shares was maintained at Neutral by JPMorgan due to a combination of factors. While the company showed strong earnings performance with a year-on-year increase of 44.2% and stable average prices, there are concerns regarding potential challenges from policy changes affecting the operation and sale of wind farms, which could lead to impairment risks. Despite raising earnings forecasts for 2026-2027 by 8-10% and increasing the target price by 17%, the overall outlook remains cautious, prompting the Neutral rating. In contrast, the rating for GOLDWIND's A-shares was kept at Overweight, reflecting a more favorable view on that segment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
