金風科技股份有限公司（「公司」）董事會（「董事會」）在此宣佈，公司將於 2025年8月22日（星期五）舉行董事會會議，藉以審議及批准（其中包括）公司 及其子公司截至2025年6月30日止六個月之中期業績。 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 ) 股份代號：02208 董事會會議召開日期 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8月12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 ( ...

格隆汇8月12日丨金风科技(02208.HK)宣布，公司将于2025年8月22日（星期五）举行董事会会议，藉以 审议及批准（其中包括）公司及其子公司截至2025年6月30日止六个月的中期业绩。 ...

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 ) 股份代號：02208 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。 金風科技股份有限公司（「公司」）董事會（「董事會」）在此宣佈，公司將於 2025年8月22日（星期五）舉行董事會會議，藉以審議及批准（其中包括）公司 及其子公司截至2025年6月30日止六個月之中期業績。 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8月12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 ( 董事會會議召開日期 ...

资料显示，该公司由中国中煤能源集团有限公司旗下中煤电力有限公司（95%）、金风科技旗下宁波天 朔新能源投资有限公司（5%）共同持股。（来源：天眼查）#电力快讯# | 工商信息 ● | | | | | 印度的 | ●天眼查 | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 中爆电力(88密伊州区) 清洁能源有限公司 | | | | | | | 法症代表人。 | 要 张丹林 | 量记状态(1) | 序层 | 天殿早分 | 83 = | | | | | 成立日期 | 2025-08-01 | | | | | 使一社会值用代码(1) | 91650500MAERQE779E | 注册资本() | 5000万人民币 | 女性出车 | | | | 工同注册号 | 650590029009487 | 房税人明则看《 | 91650500MAERQE779E | 组织机构代码 1 | MAERQE77-9 | | | 電 亞電視 | 2025-08-01 至 无固定期限 | 修服人資園 | | 股權日期 | a | | | 企业类型 | 有限责任公司(国有控股) | ...

Core Viewpoint - Goldwind Technology (02208) is experiencing a strong performance in its wind turbine manufacturing business, with positive developments in offshore wind power and overseas deliveries, although sales may be impacted by uncertainties in electricity pricing policies [1] Group 1: Financial Performance - Goldwind Technology's stock rose over 3%, reaching HKD 8.45, with a trading volume of HKD 117 million [1] - HSBC forecasts a 12% quarter-on-quarter increase in net profit for the second quarter, excluding investment income effects, while projecting a 14% year-on-year decline in net profit for the first half to RMB 1.2 billion [1] Group 2: Market Sentiment and Stock Performance - Since the announcement of first-quarter results, Goldwind's H-shares have increased by 74%, compared to a 13% rise in the Hang Seng Index during the same period, driven by improved profit outlook and inflow of southbound capital [1] - HSBC maintains a "Buy" rating for Goldwind Technology, raising the target price from HKD 7.4 to HKD 9, anticipating continued improvement in the fundamentals of the wind turbine manufacturing business in the coming years [1]

金风科技是全球可信赖的清洁能源战略合作伙伴，致力于推动能源变革，让人人可负担、可靠、可持续 的能源惠及全球，构建"可持续 更美好"的未来。金风科技深度聚焦能源开发、能源装备、能源服务、 能源应用四大领域，以强大科研创新和最佳业务实践，将可再生能源的效率提升至新高度。 【纠错】 【责任编辑:陈延特 】 金风科技持续推进能源变革 该榜单由《财富》（中文版）与中金公司合作编制，所依据数据来自上市公司在各证券交易所正式披露 信息，是衡量中国上市企业实力与业绩的权威榜单，备受国内外瞩目。 自2013年首次入选《财富》中国500强以来，金风科技已经连续10年上榜。2021年，金风科技2021年实 现营业收入505.71亿元，归母净利润34.57亿元，经营业绩实现稳步增长。 根据彭博新能源财经统计，2021年公司国内新增装机容量达11.38GW，全球新增装机12.04GW。公司市 场占有率已连续11年保持国内第一、连续7年位列全球前三。 近日，财富中文网正式发布2022年《财富》中国500强排行榜。金风科技已连续10年登陆该榜单，今年 再度以505.71亿元的营业收入成功入围《财富》中国500强，位列第255位。 金风科技 ...

Group 1: Policy Changes and Market Impact - Zhangjiakou City has shifted wind power projects from an approval system to a filing system, marking the first local wind power filing policy [1] - The wind power concept index rose from 902.39 points to 956.21 points, a 5.96% increase over three trading days from August 15 to August 17 [1] - On August 17, 14 wind power concept stocks, including Baota Industry and Chuanrun Co., reached their daily limit [1] Group 2: Development of Distributed Wind Power - Distributed wind power is lagging behind onshore and offshore wind power, with only about 10 million kW installed by the end of 2021, representing a low proportion of total wind power capacity [2] - The "Three North" regions accounted for 84% of new wind power installations in the first half of the year, indicating a significant focus on centralized wind power [2] - Cost reduction is crucial for the large-scale promotion of distributed wind power projects due to their smaller scale and higher costs [2] Group 3: Advantages and Future Potential - Distributed wind power has advantages such as proximity to the electricity market, which can reduce or eliminate transmission costs [3] - The flexibility of installation and ease of power consumption make distributed wind power economically viable as costs decrease and efficiency improves [3] - Wind and solar power are expected to account for 65% to 70% of the new energy system in the future, indicating significant growth potential for wind power [3] Group 4: Industry Opportunities and Company Strategies - The "Thousand Villages and Ten Thousand Towns Wind Action" plan aims to adjust the energy structure and promote renewable energy development [4] - The shift to a filing system is expected to simplify the approval process for distributed wind power projects, attracting more companies to participate [4] - Estimates suggest that the annual demand for wind turbines could increase from 50 GW to 60-70 GW during the 14th Five-Year Plan period, with growth rates rising from 10% to 25% from 2023 to 2025 [4] Group 5: Company Engagement in Distributed Wind Power - Several listed companies in the wind power industry are actively engaging in distributed wind power projects, with Yunda Co. expressing optimism about future prospects [5] - By the end of 2021, 13 turbine manufacturers had added distributed wind power installations, with Goldwind Technology leading at 2.672 million kW, accounting for 33.3% of the total [5] - Companies like Dongfang Cable and Xinqianglian are expected to benefit from the rapid growth in new wind power installations [5]

Core Viewpoint - Goldwind Technology (金风科技) is experiencing a strong performance in its wind turbine manufacturing business, with positive developments in offshore wind power and overseas deliveries, although sales from wind farms may be impacted by uncertainties in electricity pricing policies [1] Group 1: Financial Performance - Goldwind's stock price has increased by 74% since the announcement of its first-quarter results, compared to a 13% rise in the Hang Seng Index during the same period [1] - The company is expected to report a 12% quarter-on-quarter increase in net profit for the second quarter, excluding the impact of investment income [1] - For the first half of the year, net profit is projected to decline by 14% year-on-year to 1.2 billion RMB [1] Group 2: Market Outlook - HSBC maintains a "Buy" rating for Goldwind Technology, raising the target price from 7.4 HKD to 9 HKD [1] - The outlook for the wind turbine manufacturing business is expected to improve in the coming years, driven by anticipated growth in overseas orders and higher business profit margins [1] - The company is projected to potentially return to profitability in its wind turbine business during the first half of the year [1]

消息面上，金风科技拟于8月23日举行董事会会议以审批中期业绩。汇丰发布研报称，金风科技风机制 造业务势头强劲，海上风电及海外交付进展顺利，但风电场销售可能受电价政策不确定性影响而逊预 期，目前预测第二季纯利将环比增长12%，当中未计及期内的投资收益影响，上半年纯利预期按年下跌 14%至12亿元人民币。 智通财经APP获悉，金风科技(02208)午后涨超3%，截至发稿，涨3.05%，报8.45港元，成交额1.17亿港 元。 汇丰指出，金风H股股价自首季业绩公布后累升74%，对比同期恒指累计升幅为13%，相信是受到盈利 前景改善及南向资金流入的推动。憧憬海外订单增长及业务利润率较高，预期风机制造业务基本面将在 未来几年持续改善，维持对公司盈利预测基保不变，预期风机业务可能于上半年扭亏。汇丰研究维持金 风科技的"买入"评级，目标价由7.4港元上调至9港元。 ...

Investment Rating - The report maintains a "Buy" rating for the photovoltaic and wind power sectors, indicating a positive outlook for these industries in the near to medium term [4][5]. Core Insights - The photovoltaic industry is undergoing a "de-involution" movement at the national strategic level, focusing on capacity integration in the silicon material segment and strengthening price regulation across the supply chain. The industry is currently at the bottom of the cycle, with future policy strength being a key variable influencing its trajectory. In the medium to long term, the photovoltaic sector is expected to enter a phase of high-quality development, with technological upgrades and market structure optimization becoming core competitive factors [4]. - The wind power sector in China has a strong global competitive advantage, with a relatively reasonable supply-demand structure and robust profitability among companies. The year 2025 is anticipated to be a significant year for offshore wind power development in China, with accelerated construction and favorable export trends [4]. Weekly Market Review - From August 4 to August 8, 2025, the Shanghai Composite Index rose by 2.11%, while the Shenzhen Component Index and the ChiNext Index increased by 1.25% and 0.49%, respectively. The Shenwan Electric Power Equipment Index rose by 1.94%, outperforming the CSI 300 by 0.71 percentage points. Within sub-sectors, photovoltaic equipment, wind power equipment, batteries, and grid equipment experienced changes of +1.29%, +4.50%, +0.99%, and +3.08%, respectively [12][18]. Key Sector Tracking - **Photovoltaic Sector**: The report highlights a significant project where JA Solar is the candidate for a 50MW photovoltaic component procurement project in Tibet, with a bid amount of approximately 36 million CNY and a unit price of 0.7215 CNY/W [3][21]. - **Wind Power Sector**: The report emphasizes the strong profitability of domestic wind power companies in the first half of the year and suggests focusing on leading companies such as Goldwind Technology and Dongfang Cable [4]. Investment Recommendations - **Photovoltaic**: Focus on segments that have undergone sufficient corrections, such as silicon materials, glass, and battery cells. Recommended companies include Aiko Solar, Flat Glass Group, GCL-Poly Energy, and Junda Technology [4]. - **Wind Power**: Maintain a positive outlook on the domestic wind power supply chain, with recommendations for companies like Goldwind Technology and Zhongtian Technology [4]. - **New Energy Vehicles**: The sector continues to grow rapidly, with recommendations to focus on battery and structural components benefiting from low upstream raw material prices, including companies like CATL and EVE Energy [5]. Industry Price Data - The report includes price trends for key materials in the photovoltaic supply chain, indicating fluctuations in silicon material, battery cell, and module prices, which are critical for assessing market dynamics [35][36][38].