2月4日，外交部发言人林剑主持例行记者会。 法新社记者提问，欧盟宣布对中国风电巨头金风科技股 份有限公司展开调查，原因是担忧该公司从政府补贴中获益，"扭曲"欧盟市场竞争。外交部对此有何评 论？ "你问到的具体情况建议向中方的主管部门了解。"林剑指出，欧盟频繁动用单边经贸工具，对中 国企业采取歧视性、限制性的措施，发出的是保护主义信号，损害的是欧盟形象，影响的是中国企业赴 欧投资的信心。 林剑强调，我们敦促欧方恪守市场开放承诺和公平竞争原则，停止滥用单边经贸工 具，为各国企业提供公平、透明、非歧视的营商环境。中方坚定维护中国企业的正当合法权益。 ...

欧方称，金风科技是全球主要的风电设备制造商之一，通过其子公司（如德国Vensys）在欧盟市场开展 业务。此次调查由欧盟委员会于2024年4月主动发起，在收集初步信息后决定升级为深入阶段。调查最 终可能以接受企业补救承诺、实施矫正措施或认定无异议等方式结束。 欧盟中国商会对欧盟频频动用FSR调查工具多次表达严正立场。 据欧盟中国商会消息，2026年2月3日，欧委会宣布依据《外国补贴条例》（FSR）对金风科技在欧盟市 场的经营活动启动深入调查。这是欧方在FSR下再次向中企采取FSR深度调查。 欧委会称，此次调查旨在审查金风科技在欧盟境内生产、销售风力发电机组以及提供相关服务时，是否 受益于可能的外国补贴，称其"初步审查后表示关切"，认为金风科技可能获得包括政府直接赠款、税收 优惠措施以及优惠性质贷款在内的补贴。 ...

Core Viewpoint - The European Commission has initiated an in-depth investigation into Chinese wind power company Goldwind Technology, claiming it received government subsidies that distort the EU market, despite objections from China [1][5]. Group 1: Investigation Details - The investigation is based on the Foreign Subsidies Regulation (FSR), which came into effect in July 2023, allowing the European Commission to scrutinize companies receiving external support from non-EU governments [1][2]. - Initial findings suggest that Goldwind may have benefited from foreign subsidies, including government grants, tax incentives, and preferential loans, prompting the formal investigation [1][5]. - The investigation is expected to conclude by autumn 2027 and could result in three outcomes: commitments from the company, corrective measures imposed by the Commission, or a determination that no distortion occurred [4]. Group 2: Broader Implications - The European Commission has indicated that it may expand its investigations to other Chinese wind power companies, signaling ongoing scrutiny of the market [2]. - The frequent investigations by the EU are causing significant operational disruptions for Chinese companies, leading to potential losses amounting to billions of euros [5]. - The FSR's application is seen as a tool that could exacerbate tensions between the EU and China, with implications for various sectors, including telecommunications and critical industries like steel and cement [5][6].

Core Insights - The U.S. and Japan are actively seeking to reduce their dependence on rare earth elements, with Japan conducting successful trials for rare earth mud extraction in the Pacific Ocean [1] - Japan currently relies on China for over 70% of its rare earth imports, prompting increased focus on domestic development following China's export restrictions [1] - The U.S. plans to initiate a critical mineral reserve program with an initial funding of $12 billion to decrease reliance on China for rare earth resources [1] - China maintains a dominant position in rare earth resources, extraction technology, and downstream applications, making it challenging for other countries to rebuild their rare earth supply chains [1] Industry Performance - The A-share rare earth sector showed strong performance, with the sector rising by 3.80%, led by companies like Longhua Technology, which increased by 11.46% [3] - Analysts highlight a supply-demand resonance in the rare earth market, with increasing supply concentration and growing demand from sectors like new energy and high-end manufacturing [3] - The strategic value of rare earth resources is becoming more pronounced globally, with many countries emphasizing the importance of critical mineral reserves [3] Company Highlights - Shenghe Resources is a significant player in the domestic rare earth industry, involved in mining, refining, and recycling, with projected earnings growth exceeding 339% by 2025 [5] - Northern Rare Earth is one of the largest rare earth production and processing bases in China, benefiting from resource advantages and stable product supply [5] - Jieneng Permanent Magnet is a high-tech enterprise specializing in rare earth permanent magnet materials, positioned to benefit from the growing demand in sectors like electric vehicles and wind power [5]

MACD金叉信号形成，这些股涨势不错！ 2026年1月6日，公司回购H股股份的数量为1万股(约占公司总股本的0.0002%)，回购成交的最高价为 14.510港元/股，最低价为14.500港元/股，成交均价为14.505港元/股，成交总金额(不含交易费用)为14.51 万港元。 金风科技(02208)发布公告，根据《上市公司股份回购规则》、《深圳证券交易所上市公司自律监管指 引第9号——回购股份》等有关规定，公司在回购期间应当在每个月的前3个交易日内披露截至上月末的 回购进展情况。截至2026年1月31日，公司尚未回购A股股份。 ...

股票代码：002202 股票简称：金风科技 公告编号：2026-013 金风科技股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 一、关于回购 A 股股份的进展情况 金风科技（以下简称"公司"）第八届董事会第三十二次会议、 第八届监事会第十六次会议于 2025 年 4 月 25 日审议通过了《关于公 司以集中竞价交易方式回购公司 A 股股份的议案》，并经 2025 年 5 月 20 日召开的 2025 年第一次临时股东大会、2025 年第一次 A 股类 别股东会议及 2025 年第一次 H 股类别股东会议审议通过。 公司于 2025 年 5 月 21 日披露了《关于以集中竞价交易方式回购 公司股份的回购报告书》，公司拟使用自有资金通过深圳证券交易所 以集中竞价交易方式回购公司 A 股股票，本次回购的股份将全部予 以注销并减少公司注册资本，实施期限自公司 2025 年第一次临时股 东大会、2025 年第一次 A 股类别股东会议及 2025 年第一次 H 股类 别股东会议审议通过回购股份议案之日不超过 12 个月。回购的资金 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 金風科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02208 | 說明 H股 | | | | | | | | 已發行股份（不包括庫存股份）數目 | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | 773,572,399 | | 0 | | 773,572,399 | | 增加 / 減少 (-) | | -10,000 | | 10,000 | | | | 本月底結存 | | 773,562,399 | | 10,000 | | 773,572,399 | 足夠公眾持股量的 ...

Core Viewpoint - The company JinWind Technology (002202) has announced its share repurchase progress, indicating that as of January 31, 2026, it has not repurchased any A-shares, while it has made a minor repurchase of H-shares [1] Group 1: Share Repurchase Details - The company has repurchased 10,000 H-shares, which accounts for approximately 0.0002% of its total share capital [1] - The highest price for the repurchased shares was 14.510 HKD per share, while the lowest price was 14.500 HKD per share, with an average transaction price of 14.505 HKD per share [1] - The total amount spent on the repurchase, excluding transaction fees, was 145,100 HKD [1]

Core Viewpoint - The successful installation of the 20MW offshore wind turbine by Goldwind Technology and the Three Gorges Group marks a significant advancement in offshore wind energy technology, achieving 100% localization of key components and setting new records in capacity and rotor diameter. Group 1: Technological Achievements - The 20MW turbine features a rotor diameter of 300 meters and a swept area exceeding 70,000 square meters, equivalent to 10 standard football fields, making it the largest installed offshore turbine in terms of capacity and rotor size in real marine environments [1] - The turbine can generate 20,000 kilowatt-hours at full capacity, with an estimated annual output exceeding 80 million kilowatt-hours, sufficient to meet the annual electricity needs of approximately 44,000 households [1] Group 2: Reliability and Testing - Goldwind Technology has leveraged its experience from over 1,000 offshore wind installations to develop the 20MW turbine, addressing reliability and economic challenges in deep-sea wind energy [3] - The turbine underwent over 4,000 condition simulations using the self-developed GTSim simulation platform and completed more than 2,000 tests at experimental platforms, ensuring a robust reliability baseline [3] - The turbine is designed to withstand extreme wind conditions, with experimental data showing it can endure instantaneous wind speeds of 80 m/s, equivalent to typhoon levels above 17 [3] Group 3: Design and Efficiency - The 20MW turbine is designed to be "deep-sea friendly," enhancing installation efficiency by 15% compared to previous models, while also adapting to existing marine engineering capabilities [5] - It incorporates Goldwind's direct current coupling technology, enabling stable grid operation even in extreme weak grid environments, thus supporting the safe and reliable operation of large-scale offshore wind farms [5] Group 4: Economic Impact - The 20MW turbine can reduce the number of required installation points by 25% compared to 16MW turbines, thereby saving space and lowering development costs, facilitating the economic viability of deep-sea wind energy [6] - The GW147 blades, made from high-modulus carbon fiber, improve aerodynamic efficiency and, combined with an intelligent control system, enhance energy generation efficiency by 5%, reducing the cost per kilowatt-hour by 5-8% [6] - The blades are the first high-performance, ultra-long flexible blades to pass all type tests in one go, ensuring their aerodynamic efficiency through rigorous wind tunnel testing [6]

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份內容 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。 GOLDWIND SCIENCE&TECHNOLOGY CO., LTD.* 金風科技股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司 ) (Stock Code: 02208) 海外監管公告 股票代码：002202 股票简称：金风科技 公告编号：2026-013 金风科技股份有限公司 关于回购公司股份的进展公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列金風科技股份有限公司在深圳證券交易所網站刊登的《金風科技股份有限 公司關於回購公司股份的進展公告》，僅供參閱。 承董事會命 金風科技股份有限公司 馬金儒 公司秘書 北京，2026年2月3日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高建軍先生、楊 麗迎女士及張旭東先生；公司獨立非執行董事為曾憲芬先生、劉登清先生及苗兆光先生；及 公司職工代表董事為余寧女士。 *僅供識別 本公司及董事 ...