东方电气（01072）发布公告，于2025年9月18日（交易时段前），公司与独家配售代理订立配售协议，据此，独家配售代理已有条件同意作为公司独家配售代理按尽力基准促使不少于六名承配 假设于本公告日期至完成日期期间已发行股份数目并无变动，配售事项下的6800万股配售股份相当于本公告日期现有已发行H股数目的约20.00%及现有已发行股份数目的约2.01%，以及经配发 假设所有配售股份均获悉数配售且待完成后，预计配售事项所得款项总额及所得款项净额（经扣除配售事项佣金及配售事项的其他相关成本及开支后）将分别约为10.83亿港元及10.75亿港元。 责任编辑：卢昱君 ...

证券代码：600875 股票简称：东方电气 编号：2025-044 东方电气股份有限公司 关于根据一般性授权配售新 H 股的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 2025 年 9 月 17 日，东方电气股份有限公司（以下简称公司）召开了董事会 十一届十三次会议，审议通过了《关于公司行使一般性授权在香港联合交易所有 限公司主板配售股份的议案》，同意根据一般性授权在香港联交所配售新 H 股（以 下简称本次配售）。现将有关事项公告如下： | 股 A | 指 | 公司股本中每股面值人民币 元的内资普通股，于上海 1.00 | | --- | --- | --- | | | | 证券交易所上市交易 | | 中国 | 指 | 中华人民共和国（仅就本公告而言，不包括香港、澳门特 | | | | 别行政区及台湾） | | 香港 | 指 | 中国香港特别行政区 | | 中国证监会 | 指 | 中国证券监督管理委员会 | | 中国证监会备 案 | 指 | 就配售事项及根据配售协议拟进行的交易向中国证监会提 交的备案报告（包括 ...

每经AI快讯，9月18日，东方电气（600875）在港交所公告，拟配售6800万股新H股，配售价为15.92港 元，筹资10.82亿港元。 ...

假设于本公告日期至完成日期期间已发行股份数目并无变动，配售事项下的6800万股配售股份相当于本 公告日期现有已发行H股数目的约20.00%及现有已发行股份数目的约2.01%，以及经配发及发行配售股 份扩大后已发行H股数目的约16.67%及已发行股份数目的约1.97%。 假设所有配售股份均获悉数配售且待完成后，预计配售事项所得款项总额及所得款项净额(经扣除配售 事项佣金及配售事项的其他相关成本及开支后)将分别约为10.83亿港元及10.75亿港元。据此，每股股份 净发售价将约为15.81港元。 东方电气（600875）(01072)发布公告，于2025年9月18日(交易时段前)，公司与独家配售代理订立配售 协议，据此，独家配售代理已有条件同意作为公司独家配售代理按尽力基准促使不少于六名承配人(他 们及他们的最终实益拥有人将为独立第三方)购买6800万股配售股份，配售价为每股配售股份15.92港 元，相当于较2025年9月17日(即最后交易日)于香港联交所所报每股H股收市价17.30港元折让约7.98%。 ...

智通财经APP讯，东方电气(01072)发布公告，于2025年9月18日(交易时段前)，公司与独家配售代理订 立配售协议，据此，独家配售代理已有条件同意作为公司独家配售代理按尽力基准促使不少于六名承配 人(他们及他们的最终实益拥有人将为独立第三方)购买6800万股配售股份，配售价为每股配售股份15.92 港元，相当于较2025年9月17日(即最后交易日)于香港联交所所报每股H股收市价17.30港元折让约 7.98%。 假设于本公告日期至完成日期期间已发行股份数目并无变动，配售事项下的6800万股配售股份相当于本 公告日期现有已发行H股数目的约20.00%及现有已发行股份数目的约2.01%，以及经配发及发行配售股 份扩大后已发行H股数目的约16.67%及已发行股份数目的约1.97%。 假设所有配售股份均获悉数配售且待完成后，预计配售事项所得款项总额及所得款项净额(经扣除配售 事项佣金及配售事项的其他相关成本及开支后)将分别约为10.83亿港元及10.75亿港元。据此，每股股份 净发售价将约为15.81港元。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 本公告或其任何副本概不得直接或間接於美國境內或有關刊發或派發 屬 違 法 的 任 何 其 他 司 法 權 區 刊 發 或 派 發。本 公 告 僅 作 參 考 用 途，並 不 構 成 收 購、購 買 或 認 購 本 公 司 任 何 證 券 之 邀 請 或 要 約。 本公告並不構成或組成於美國境內或有關發售屬違法的任何其他司法 權 區 出 售 或 購 買 或 認 購 證 券 的 任 何 要 約 或 招 攬 的 一 部 分。本 公 告 所 述 本公司股份並無亦不會根據1933年 美 國 證 券 法（經 修 訂）（「美國證券法」） 登 記，且 不 得 於 美 國 境 內 提 呈 發 售 或 出 售，惟 根 據 美 國 證 券 法 登 記 規 定 進 行 登 記 者 或 獲 豁 免 遵 守 該 等 登 記 規 定 者 除 外。本 公 司 無 意 ...

联系邮箱：jyzjz@samr.gov.cn 附件下载： 公示日期：2025年9月17日至2025年9月26日 ...

Investment Rating - The report does not explicitly provide an investment rating for the wind power industry Core Insights - The wind power industry is experiencing rapid growth, with Chinese companies dominating the global market, holding six out of the top ten positions among wind turbine manufacturers [3][4] - In 2024, global wind turbine manufacturers installed a record 127 GW of capacity, with Chinese companies leading the way [3][4] - The report highlights the importance of a strong domestic market, integrated supply chains, technological innovation, and supportive policies as key factors for the success of Chinese wind turbine manufacturers [8][12] Summary by Sections Global Wind Power Market - In 2024, the top four wind turbine manufacturers globally are all Chinese companies, with Goldwind leading at 20.5 GW and a market share of 16.2% [4][5] - Chinese manufacturers installed 5.458 GW of wind turbines overseas in 2024, with 94% of their installations still concentrated in the domestic market [4][11] Advantages of Chinese Wind Power Manufacturers - The strong domestic market provides scale advantages, with China accounting for approximately 70% of global new wind installations in 2024 [8][12] - China has become the largest manufacturing base for wind power equipment, with significant shares in blade, gearbox, and generator production [8][12] - Technological advancements include breakthroughs in floating wind technology and larger turbine capacities, with notable projects achieving capacities of up to 26 MW [9][12] Maintenance and Operations Market - The wind power operation and maintenance (O&M) market in China is projected to grow significantly, with services expected to reach 663 billion yuan by 2025 [26][30] - The shift towards predictive maintenance is highlighted as a key trend, utilizing IoT and AI technologies to enhance operational efficiency and reduce costs [22][27] - The competitive landscape includes wind power developers, turbine manufacturers, and third-party service providers, all vying for market share in the O&M sector [26][27]

Core Viewpoint - The China Eastern Electric Group held its ninth Science and Technology Innovation Conference, focusing on the theme of "Open Integration, Moving Towards 'New'" and announced ten latest technological achievements in advanced power equipment [1][3]. Group 1: Conference Overview - The conference was attended by seven academicians from the Chinese Academy of Engineering, leaders from various government departments, and over 400 representatives from state-owned enterprises, research institutions, and universities [3]. - The meeting summarized the technological innovation efforts of the China Eastern Electric Group and the work of the Central Enterprise Advanced Power Equipment Innovation Consortium [3]. Group 2: Technological Achievements - Ten new technological achievements were announced, including a new generation of coal power overall technical solutions, fully autonomous series heavy gas turbines, and a 20 MW domestically produced natural gas pipeline compressor unit [3][4]. - Other notable innovations include a modular "hydrogen-oxygen thermal" multi-supply system and an intelligent drilling machine for offshore artificial islands [3]. Group 3: Strategic Initiatives - The China Eastern Electric Group aims to enhance original innovation capabilities and contribute to national energy security and the construction of a strong technological nation [4]. - A strategic cooperation agreement was signed with Lanzhou University, and a new batch of innovation consortium tasks was established [4][5]. Group 4: Innovation Consortium Impact - The Central Enterprise Advanced Power Equipment Innovation Consortium, established in 2024, includes over 60 enterprises, universities, and research institutions, focusing on nine major directions such as wind power and nuclear energy [5]. - The consortium has made significant progress in overcoming key technologies affecting national energy security and has been recognized for its contributions to high-quality industry development [5].

Core Insights - The 2025 World Clean Energy Equipment Conference (WCCEE 2025) will take place from September 16 to 18 in Deyang, focusing on global energy transition and featuring over 40 foreign guests from 12 countries [3] - The conference will cover the entire clean energy equipment industry chain, including hydro, wind, solar, nuclear, hydrogen, and new energy storage [4] - Deyang has established itself as a leading clean energy equipment industrial cluster in China, with over 1,500 enterprises and significant contributions to national energy production [8][9] Group 1: Conference Details - The conference will include a main opening ceremony, a high-end equipment exhibition, and 19 specialized meetings covering various topics in clean energy [4] - Key standards and technological breakthroughs will be announced, including the "National Clean Energy Equipment Top Ten Standards" and significant innovations in nuclear and gas turbine technologies [4] - The exhibition will showcase ten major equipment industry chain sectors, providing a comprehensive view of the clean energy equipment landscape [5] Group 2: Deyang's Industrial Strength - Deyang is home to 70% of gas turbine units, 60% of nuclear power units, and 50% of large power station castings in China, highlighting its industrial capabilities [8] - The city has produced significant equipment, including the world's largest 26 MW offshore wind turbine and the "Hualong One" nuclear power unit, contributing to a cumulative power generation capacity of over 700 million kW [8] - Deyang's international presence includes over 200 service institutions abroad, with products reaching 64 countries along the Belt and Road Initiative [9] Group 3: Future Developments - Deyang aims to become a world-class clean energy equipment manufacturing base, leveraging its strong industrial foundation and strategic initiatives [11] - The city is focusing on hydrogen energy as a key area for future growth, with significant advancements in hydrogen production technology and cost reduction [12] - Five major initiatives will be implemented to enhance the clean energy equipment industry, including fostering leading enterprises, building development platforms, and promoting technological innovation [12]