金风科技盘中撬开跌停，成交额超48亿元，目前跌超5%。 ...

智通财经APP获悉，根据2026年1月16日披露数据，钧达股份（02865）、中庆股份（01855）、山东墨 龙（00568）港股通持股占比增加值最大，分别增加5.42%、2.68%、2.46%；华夏恆生科技（03088）、 南京熊猫电子股份（00553）、金风科技（02208）港股通持股占比减少值最大，分别减 少-2.04%、-1.53%、-1.30%。 在最近有统计数据的5个交易日内，钧达股份（02865）、百奥赛图-B（02315）、昭衍新药（06127）港 股通持股占比增加值最大，分别增加22.16%、4.78%、4.66%；华夏恆生科技（03088）、恆生中国企业 （02828）、广发証券（01776）港股通持股占比减少值最大，分别减少-14.19%、-8.71%、-6.25%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 钧达股份(02865) | +5.42% | 49.28% | | 中庆股份(01855) | +2.68% | 10.34% | | 山东墨 ...

Investment Rating - The report does not provide a specific investment rating for the industry [4] Core Insights - The State Grid Corporation of China plans to invest 4 trillion yuan during the 14th Five-Year Plan period, which represents a 40% increase compared to the previous plan, aimed at developing a new power system and enhancing the supply chain [21][22] - The global lithium-ion battery shipment is expected to reach 2,280.5 GWh in 2025, with a growth rate of 47.6% year-on-year, driven by demand in the energy storage sector [14] - The report highlights significant developments in the energy storage sector, including a 2.2 GW independent energy storage project in Hohhot and a 10 GWh energy storage system factory to be built by Sungrow in Egypt [18][19] Summary by Sections Lithium Battery Sector - Container Technology signed a major procurement agreement with CATL to supply 3.05 million tons of lithium iron phosphate materials from Q1 2026 to 2031, with a total sales value exceeding 120 billion yuan [12] - The report recommends focusing on companies like CATL and EVE Energy, as well as new technology directions such as solid-state batteries [6] Energy Storage Sector - Hohhot's independent energy storage project will have a construction scale of 2.2 GW, expected to be operational by the end of 2027 [18] - Sungrow will invest in a 10 GWh energy storage system factory in Egypt, marking a significant step in localizing battery storage system manufacturing [19][20] Power Equipment Sector - The State Grid's investment plan aims to support the construction of a new power system, with a focus on renewable energy integration and enhancing grid capabilities [21][22] - The report suggests monitoring companies involved in ultra-high voltage projects and power equipment exports [6] Photovoltaic Sector - The report notes stable prices for silicon materials and an increase in silicon wafer production, with expectations for a slight rise in production in January [24][25] - The demand for photovoltaic components remains under pressure due to high prices, but there is an anticipated upward trend in component prices [27][28] Wind Power Sector - The report highlights significant offshore wind projects in both domestic and international markets, with recommendations to focus on leading cable and turbine manufacturers [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 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 公司關於股票交易異常波動的公告》，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 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、股票交易异常波动的情况介绍 金风科技股份有限公司（下称"公司"或"本公司"）（证券简称： 金风科技，证券代码：002202）股票交易价格连续 3 个交易日内（2026 年 1 月 14 日、2026 年 1 月 15 日、2026 年 1 月 16 日）日收盘价格 ...

Core Viewpoint - The commercial aerospace sector has become a major focus in the A-share market since the beginning of 2026, with prominent investor Chen Xiaoqun playing a significant role in driving stock prices, but recent regulatory actions have led to a sharp decline in this sector, causing controversy around Chen Xiaoqun's trading activities [1][4][8]. Group 1: Market Dynamics - The commercial aerospace sector was previously experiencing a surge, driven by speculative trading, but has recently faced a significant downturn due to regulatory measures aimed at cooling the market [8][9]. - On January 16, multiple stocks in the commercial aerospace sector, including Shenglu Communication and Haige Communication, hit their daily limit down, indicating a rapid sell-off [5][8]. - Regulatory actions included raising margin requirements to 100%, suspending certain trading accounts, and conducting investigations into specific stocks, which collectively aimed to temper the overheated market [8][9]. Group 2: Chen Xiaoqun's Trading Activities - Chen Xiaoqun's trading style, characterized by emotional cycles and strict discipline, has garnered significant attention, with his past performance reportedly yielding a 20-fold return over a year and three months [4]. - On January 15, Chen's seat bought shares worth 5.4219 billion yuan in Huasheng Tiancai, and on January 16, he sold 5.126 billion yuan of the same stock, indicating a rapid exit from the market [5][6]. - Chen's heavy investments in leading stocks within the commercial aerospace sector, such as Aerospace Development and Jinfeng Technology, have left him with substantial holdings that are now under pressure due to the market's downturn [6][7]. Group 3: Investor Sentiment and Reactions - The market sentiment has turned negative, with many retail investors expressing dissatisfaction towards Chen Xiaoqun, whom they had previously idolized as a "stock god" [5][8]. - Some investors believe that the criticism directed at Chen stems from those who followed his trades and subsequently faced losses, highlighting a lack of independent judgment among retail investors [8][9]. - Analysts suggest that the current situation reflects a broader issue in the market, where speculative trading can lead to significant volatility, and emphasize the importance of aligning investment strategies with policy directions and industry trends [9].

证券代码：002202 股票简称：金风科技 公告编号：2026-008 4、公司无控股股东、无实际控制人。公司及公司第一大股东不存 对于公司股票交易异常波动的情况，公司对有关事项进行了核查， 并书面问询了公司第一大股东，现就有关情况说明如下： 金风科技股份有限公司 关于股票交易异常波动的公告 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、股票交易异常波动的情况介绍 1、公司前期披露的信息不存在需要更正、补充之处； 3、近期公司经营情况及内外部经营环境未发生重大变化； 金风科技股份有限公司（下称"公司"或"本公司"）（证券简称： 金风科技，证券代码：002202）股票交易价格连续 3 个交易日内（2026 年 1 月 14 日、2026 年 1 月 15 日、2026 年 1 月 16 日）日收盘价格跌 幅偏离值累计超过 20%。根据深圳证券交易所的有关规定，公司股票 交易属于异常波动的情况。 二、公司关注并核实的相关情况 2、未发现近期公共传媒报道了可能或已经对本公司股票交易价格 产生较大影响的未公开重大信息； 3、公司郑重提醒广大投资者：《证券时报》、 ...

Core Viewpoint - The company, Goldwind Technology, announced that its stock price has experienced an abnormal fluctuation, with a cumulative decline of over 20% in closing prices over three consecutive trading days in 2026 [1] Group 1: Stock Performance - The stock price decline is classified as an abnormal fluctuation due to the cumulative drop exceeding 20% [1] - The first major shareholder has not engaged in buying or selling the company's stock during the period of abnormal fluctuation [1] Group 2: Company Disclosure - The company confirmed that there are no significant changes in its recent operations or external environment that would require correction or supplementation of previously disclosed information [1] - Goldwind Technology plans to disclose its 2025 Annual Report on a specific date in 2026 [1] - Investors are advised to refer to designated media for disclosed information and to invest rationally [1]

Investment Rating - The report indicates a positive outlook for the power equipment industry, particularly in the renewable energy sector, with significant investments and technological advancements expected to drive growth [1][2][4]. Core Insights - The report highlights that the State Grid's investment during the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, marking a 40% increase compared to the previous plan [2]. - The report emphasizes the stability in polysilicon prices and the continuous rise in battery component prices, with N-type battery prices increasing to 0.40 yuan per watt [15][16]. - The report identifies three key areas of focus: supply-side reform leading to price increases in the industry chain, long-term growth opportunities from new technologies, and industrialization opportunities from perovskite GW-level layouts [16]. Summary by Sections 1. New Energy Generation 1.1 Photovoltaics - Polysilicon prices remain stable, while battery component prices are on the rise, with N-type battery prices reaching an average of 0.40 yuan per watt [15]. - The report notes that leading component companies are responding to industry self-discipline by raising component prices, with distributed sales prices reaching 0.72 yuan per watt [15][16]. - Key companies to watch include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar [16]. 1.2 Wind Power & Grid - The UK AR7 offshore wind auction results exceeded expectations, with a total scale of approximately 8.4GW, validating the upward trend in European offshore wind [17]. - The State Grid's investment is expected to enhance transmission capacity significantly, addressing bottlenecks in renewable energy delivery [18]. - Companies to focus on include Goldwind, Yunda Wind Power, Mingyang Smart Energy, and Sany Heavy Energy [18]. 1.3 Hydrogen & Energy Storage - By 2025, the production and sales of fuel cell vehicles in China are projected to reach 7,797 units, reflecting a 44% year-on-year increase [20]. - The report anticipates that new energy storage installations will reach 58.6GW/175.3GWh by 2025, with significant growth expected in the energy storage sector [21]. - Key players in the hydrogen sector include Shuangliang Energy, Huadian Heavy Industries, and Shenghui Technology [20]. 2. New Energy Vehicles - Solid-state batteries are gaining traction, with several automakers making progress towards mass production by 2026 [29]. - Companies such as BYD, Changan Automobile, and Chery are expected to achieve significant milestones in solid-state battery technology [29]. - The report suggests monitoring companies like Xiamen Tungsten, Hailiang Co., and Nanjing Advanced Lithium Battery [29]. 3. Industry Trends - The report notes a 0.4% increase in the new energy equipment sector from January 12 to January 16, 2026, with a cumulative increase of 5.3% since the beginning of the year [12]. - The photovoltaic equipment sector saw a 3.52% increase, while the wind power equipment sector experienced a decline of 1.28% during the same period [13].

Group 1 - The core viewpoint is that while the production cost of green hydrogen has become affordable due to technological advancements, challenges remain in scaling transportation and making it a viable energy source through global trade [2] - Haide Hydrogen, a green hydrogen solution provider, has partnered with major energy companies such as Shell, Total, Sinopec, and Goldwind, and is involved in the electrolytic technology for Maersk's Inner Mongolia green fuel project [2] - The levelized cost of hydrogen (LCOH) from Haide Hydrogen's electrolytic water technology has dropped to 14 yuan per kilogram, with expectations to decrease to 10.5 yuan by 2028 and 7.7 yuan by 2030, while the industry average production cost is around 20 yuan per kilogram [2] Group 2 - Goldwind Technology has announced plans to invest 18.92 billion yuan in a wind power hydrogen ammonia project in Inner Mongolia, with a total capacity of 1 million tons, and is also planning a green methanol project with a revised capacity of 850,000 tons [2] - The shipping industry is entering a phase of substantial execution for fuel decarbonization, with the EU Maritime Fuel Regulation set to take effect on January 1, 2025, aiming to reduce carbon emissions from ships over 5,000 tons [3] - Over 400 new green methanol/ammonia fuel ships are being built globally, which will create a demand for 10 million tons of green fuel annually [3] Group 3 - Green hydrogen is expected to be first applied in the transportation sector, including shipping and aviation, before expanding into industrial decarbonization [4] - The initial investment wave in green hydrogen has shifted towards the actual demand for green fuels, as the commercial viability of green hydrogen was not fully considered during the initial investment phase [5] - Despite the low production costs of green hydrogen, its competitiveness compared to other fuels remains weak [5] Group 4 - The commercialization of storage and transportation for hydrogen remains unresolved, with potential delivery challenges for some hydrogen orders, as various companies are exploring pipeline, rail, and road transport methods [6]

Core Insights - The top three companies with the highest short positions as of January 9 are Vanke Enterprises (02202), Dongfang Electric (01072), and COSCO Shipping Holdings (01919), with short ratios of 18.74%, 17.39%, and 16.49% respectively [1][2] - The companies with the largest absolute increase in short positions are Goldwind Technology (02208), Zhaoyan New Drug (06127), and Jingtai Holdings (02228), with increases of 6.84%, 2.14%, and 1.85% respectively [1][2] - The companies with the largest absolute decrease in short positions are COSCO Shipping Energy (01138), Sanhua Intelligent Control (02050), and Huahong Semiconductor (01347), with decreases of -1.77%, -0.80%, and -0.71% respectively [1][3] Top 10 Short Positions - Vanke Enterprises (02202) has a short position of 413 million shares, representing a short ratio of 18.74% [2] - Dongfang Electric (01072) has a short position of 70.93 million shares, with a short ratio of 17.39% [2] - COSCO Shipping Holdings (01919) has a short position of 475 million shares, with a short ratio of 16.49% [2] - Other notable companies in the top 10 include Heng Rui Medicine (01276) at 15.19% and Ping An Insurance (02318) at 14.74% [2] Largest Increases in Short Positions - Goldwind Technology (02208) saw its short ratio increase from 4.35% to 11.18%, an increase of 6.84% [2] - Zhaoyan New Drug (06127) increased from 6.65% to 8.79%, an increase of 2.14% [2] - Jingtai Holdings (02228) increased from 3.34% to 5.19%, an increase of 1.85% [2] Largest Decreases in Short Positions - COSCO Shipping Energy (01138) decreased from 7.11% to 5.34%, a decrease of -1.77% [3] - Sanhua Intelligent Control (02050) decreased from 6.52% to 5.72%, a decrease of -0.80% [3] - Huahong Semiconductor (01347) decreased from 4.85% to 4.13%, a decrease of -0.71% [3]