Goldwind Science & Technology Co. Ltd. – Recent Developments and Market Context

Goldwind Science & Technology Co. Ltd. (Goldwind) is a Chinese company headquartered in Urumqi that designs, manufactures, and develops wind power equipment. It is listed on the Hong Kong Stock Exchange, with a 2026‑02‑23 closing price of HK$14.46. The company’s market capitalization is HK$117,876,219,904 and its price‑to‑earnings ratio is 28.585.

Share Price Movement

On 25 February 2026, Goldwind shares rose by 2.49 % to HK$14.82 in the Hong Kong market. The lift contributed to the broader commercial‑space theme that afternoon, which saw several related stocks advance, including satellite‑equipment makers and other wind‑energy firms.

International Order Growth

According to a Wood Mackenzie report referenced by a February 24 article, Goldwind participated in a 66 % increase in international orders for wind turbines during 2025, reaching 23 GW. This represents a more than three‑fold rise from the 7 GW recorded in 2023. The surge is driven by high‑growth markets in the Middle East, India, and Latin America, where large‑capacity (10 MW+) platforms are being deployed rapidly.

Regulatory Environment in Europe

European Union regulators are tightening scrutiny of foreign subsidies in the wind‑power sector. A February 24 article noted that Goldwind is confronting more stringent regulatory controls as it expands its presence in the European market. The company must navigate these regulations without jeopardising its market share.

Inclusion in Rare‑Earth Exchange‑Traded Funds

The rare‑earth ETF (516780) has attracted significant inflows, with a one‑week net purchase of more than HK$4 billion. Goldwind appears as one of the top five holdings of this ETF, alongside other key industry players such as North Rare‑Earth, Xiamen Tungsten, China Aluminum, and GreenMe. The inclusion reflects Goldwind’s position within the broader critical‑materials supply chain.

Market Position and Fundamentals

  • Sector: Industrials
  • Industry: Electrical Equipment
  • Primary Exchange: Hong Kong Stock Exchange
  • Currency: HKD
  • 52‑Week High: HK$18.49 (2026‑01‑08)
  • 52‑Week Low: HK$3.79 (2025‑04‑08)

These figures highlight Goldwind’s valuation context and price volatility. The company’s earnings multiple of 28.585 indicates a premium relative to many peers in the electrical‑equipment sub‑segment.

Summary

Goldwind Science & Technology Co. Ltd. has recently experienced a modest share‑price increase, while its international order book shows strong growth. The company is facing heightened regulatory scrutiny in Europe, but remains a prominent holding in the rare‑earth ETF landscape. These developments position Goldwind as an influential player within the global wind‑power and critical‑materials sectors.