Core Points - The "2025 (Second) New Energy and Energy Storage Engineering Forum" will be held from October 24 to 26, 2025, in Changsha, Hunan, focusing on the theme of "Disciplinary Talent Support, Industry-Academia Integration Development, and Energy Low-Carbon Transition" [1][3] - The forum aims to address hot issues, technological frontiers, industrial development, and disciplinary construction in the new energy and energy storage engineering fields [3] Forum Structure - The forum will include 8 academic sub-forums, 1 industry forum, 1 disciplinary construction sub-forum, and 1 talent sub-forum [2] - Academic sub-forums will cover topics such as lithium-ion batteries, sodium-ion batteries, solar cells, hydrogen energy, and energy metal resource extraction, gathering over 900 leading talents in the field, including more than ten academicians and nearly a hundred national-level talents [2] - The industry forum will focus on new energy materials, battery cells, energy storage systems, and new power systems, featuring reports from leading companies like Greeenmei, Zijin New Energy, and others, linking over 300 representatives from leading enterprises and more than 20 top investors [2] Objectives - The forum aims to showcase foundational, strategic, and forward-looking new ideas, results, technologies, products, and equipment in the new energy and energy storage engineering fields [3] - It seeks to promote the construction of disciplines, talent cultivation, technological advancement, and industrial development, serving the national "dual carbon" strategy and innovation-driven strategy [3]

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。 关于全资子公司金风国际为全资子公司金风巴西提 供担保的公告 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 公司關於全資子公司金風國際為全資子公司金風巴西提供擔保的公告》，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 北京，2025年10月9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 股票代码：002202 股票简称：金风科 ...

股票代码：002202 股票简称：金风科技 公告编号：2025-084 金风科技股份有限公司 关于全资子公司金风国际为全资子公司金风巴西提 供担保的公告 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。 特别提示：本次拟担保的被担保对象 Goldwind Equipamentos e Soluções em Energia Renovável Ltda.资产负债率超过 70%，请投资者 充分关注担保风险。 一、担保情况概述 金风科技（下称"公司"）的全资子公司金风国际控股（香港） 有限公司（下称"金风国际"）的全资子公司 Goldwind Equipamentos e Soluções em Energia Renovável Ltda.（下称"金风巴西"）与 Centrais Eólicas Imburana Macho S.A.签署《风机供货和安装协议》，由金风巴 西为其提供风机的供货、内陆运输、吊装及安装、调试和试运行以及 质保等服务。 金风国际与 Centrais Eólicas Imburana Macho S.A.签署《母公司担 保协议》，为金风巴西 ...

Group 1 - The core viewpoint of the article highlights that Goldwind Technology is a leading global wind power solution provider, successfully collaborating with Maersk and Herbert to promote the transition to green energy [1] - The successful commissioning of green methanol production capacity lays a solid foundation for the company's strategic shift from wind power solutions to green energy solutions [1] - The company is expected to seize long-term market opportunities in global wind power development while creating a second growth curve through green methanol, opening up vast space for participation in the global green energy market [1] Group 2 - The report maintains the original profit forecast, projecting the company's net profit attributable to shareholders to reach 2.698 billion, 3.673 billion, and 4.496 billion yuan for the years 2025-2027, representing year-on-year growth of 45%, 36%, and 22% respectively [1] - The expected EPS for the same period is 0.64, 0.87, and 1.06 yuan, with dynamic PE ratios of 23.4, 17.2, and 14.1 times [1] - The rating remains "outperform the market" [1]

Core Viewpoint - Guosen Securities report highlights Goldwind Technology as a leading global wind power solution provider, successfully collaborating with Maersk and Herbert to promote green energy transition [1] Group 1: Company Strategy - The successful commissioning of green methanol production capacity lays a solid foundation for the company's strategic shift from wind power solutions to green energy solutions [1] - The company is expected to seize long-term market opportunities in global wind power while creating a second growth curve through green methanol [1] Group 2: Financial Projections - The firm maintains its original profit forecast, expecting the company to achieve net profit attributable to shareholders of 2.698 billion, 3.673 billion, and 4.496 billion yuan for the years 2025-2027, representing year-on-year growth of 45%, 36%, and 22% respectively [1] - Earnings per share (EPS) are projected to be 0.64, 0.87, and 1.06 yuan for the same period, with dynamic price-to-earnings ratios (PE) of 23.4, 17.2, and 14.1 times [1]

Core Viewpoint - The A-share market for wind power stocks has shown strong performance, with several companies experiencing significant gains amid positive developments in both domestic and international offshore wind markets [1] Group 1: Market Performance - Wind power stocks in the A-share market have seen notable increases, with Yunda Co. rising over 10%, Goldwind Technology hitting a 10% limit up, Jixin Technology increasing over 7%, and Mingyang Smart Energy up over 6% [1] - Tianeng Heavy Industries and Tianneng Wind Power both rose over 5% [1] Group 2: Market Developments - The domestic offshore wind market experienced a peak in bidding and contract awards in September [1] - The overseas offshore wind market has shown signs of a turning point, with Europe’s offshore installation capacity increasing to over 4.5 gigawatts this year [1] - China is set to launch its first national offshore wind power testing base, which will conduct tests on the world's largest capacity wind turbines and the longest wind turbine blades, as well as research on cutting-edge international technologies across multiple fields [1]

Core Viewpoint - Wind power stocks are experiencing a strong upward trend, with companies like Goldwind Technology hitting the daily limit, and others such as Yunda Co., Guangda Special Materials, Sany Heavy Industry, Daikin Heavy Industries, and Jixin Technology seeing increases of over 5% [1] Industry Summary - The domestic offshore wind market in China is witnessing a peak in bidding and contract awards in September [1] - The overseas offshore wind market has shown signs of a turning point, with Europe’s offshore wind installation capacity increasing to over 4.5 gigawatts this year [1] - China is set to launch its first national offshore wind power testing base, which will conduct tests on the world's largest capacity wind turbine units and the longest wind turbine blades, as well as research on cutting-edge technologies across multiple fields [1]

机构：国信证券 研究员：王蔚祺 事项： 据企业公众号报道，日前金风绿能化工兴安盟绿氢制50 万吨绿色甲醇项目气化炉一次投料成功，顺利 完成气化炉工艺现场验证，气化装置运行稳定，甲醇合成装置已经完成接气，目前该项目流程已经全线 贯通，并成功产出绿色甲醇。 投资建议： 维持盈利预测， 维持优于大市评级。我们预计公司2025-2027 年实现归母净利润 26.98/36.73/44.96 亿元，同比+45%/+36%/+22%，EPS 为0.64/0.87/1.06 元，动态PE 为23/17/14 倍。 风险提示：公司绿色甲醇生产与销售进展低于预期，风机需求低于预期。 评论： 2025 年9 月国家能源局发布通知，公布了全国绿色液体燃料技术攻关和产业化试点项目（第一批）名 单。 经争取，兴安盟金风科技绿氢制50 万吨绿色甲醇（一期25 万吨/年）项目位列其中，成为全国首批绿色 液体燃料技术攻关和产业化试点之一。 该项目被列为试点后，将优先纳入制造业中长期贷款、优先推荐纳入"两重""两新"等支持范围，项目技 术装备优先纳入能源领域首台（套）重大技术装备，享受相关支持政策。国家能源局将加强对绿色液体 燃料试点工作的指 ...

Core Viewpoint - The article discusses the successful verification of the gasification process for a green methanol project in Inner Mongolia, which utilizes corn straw as feedstock and aims to produce 50,000 tons of green methanol annually, with plans for future expansions [3][5][6]. Group 1: Project Overview - The project has successfully completed the gasification of corn straw, achieving a gas yield of over 70% [3][5]. - The gasification technology used is developed by Beijing Qingchuang Jinhua Technology Co., with a gasification pressure of 3.0 MPa and a production capacity of 70,000 Nm³/h of synthesis gas [5]. - The first phase of the project, managed by Jin Feng Green Energy Chemical (Inner Mongolia) Co., aims for an annual production of 25,000 tons of green methanol, primarily for zero-carbon marine fuel [5][6]. Group 2: Future Expansion Plans - Following the successful verification of the gasification process, investment agreements for the second and third phases of the project have been signed, targeting a total annual capacity of 145,000 tons of green methanol by the end of 2027 [5][6]. - The first phase's production capacity has been increased from 50,000 tons/year to 85,000 tons/year, with the second phase contributing an additional 60,000 tons/year [6]. Group 3: Project Milestones - Significant milestones include the successful installation of key equipment such as the methanol synthesis desulfurization unit and the biomass gasification system [6]. - Various contractors have been awarded contracts for different project components, including the comprehensive installation and engineering services [7][8].

Group 1 - The green power concept in the Hong Kong stock market is experiencing significant strength, with Shanghai Electric rising nearly 14% [1] - Goldwind Technology increased by over 7%, while Dongfang Electric and Flat Glass both rose by over 5% [1] - China Power, China General Nuclear Power, and New Energy Technology saw an increase of 4% [1]