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、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"）的全资子公司金风国际可再生能源有限 公司（下称"金风国际可再生能源"）与 Rose Valley Wind LP 签署了 《风机供货协议》，由金风国际可再生能源为其提供机组供货及调试 工作。 股票代码：002202 股票简称：金风科技 公告编号：2025-044 金风科技股份有限公司 关于为全资子公司金风国际可再生能源提供担保的公告 1、公司名称：金风国际可再生能源有限公司 2、成立时间：2019 年 12 月 12 日 3、注册地点：香港铜锣湾礼顿道 9-11 号合诚大厦 1701 室 4、法定代表人：吴凯 5、注册资本：201,000,000.129 美金 6、主营业务：风机销售、风电场建设、运行和维护 金风科技与 Rose Valley Wind LP 签署《母公司担保协议》，为金 风国际可再生能源在上述《风机供货协议》项下的履约责任和义务提 供担保，担保金额总计不超过 166,772,200.00 美元 ...

1、担保方及被担保方 担保方：金风科技、金风国际或者金风科技和金风国际联合担保； 被担保方：公司全资子公司金风国际的控股子公司 Goldwind New Energy South Africa Proprietary Limited（以下简称"金风新能源 南非"），或根据项目情况在南非新设立的其它控股子公司（金风国际 控股不低于 70%）。 股票代码：002202 股票简称：金风科技 公告编号：2025-043 金风科技股份有限公司 关于为南非控股子公司提供全额担保和代为开具保函额度 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：本次拟提供担保的被担保对象的资产负债率超过 70%，请投资者充分关注担保风险。 2025 年 6 月 18 日，金风科技（以下简称"公司"）第八届董事会 第三十四次会议审议通过了《关于为南非控股子公司提供全额担保和 代为开具保函额度的议案》，同意金风科技、公司全资子公司金风国 际控股（香港）有限公司（下称"金风国际"）或者金风科技和金风国 际联合为南非设立的控股子公司提供全额担保，并由金风科技或金风 国际代其向银行 ...

股票代码：002202 股票简称：金风科技 公告编号：2025-042 金风科技股份有限公司 | 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。 | 金风科技(以下简称"公司") 于2025年6月6日以电子邮件方式发 出会议通知，于2025年6月18日在北京金风科创风电设备有限公司九 楼会议室以现场和视频相结合方式召开第八届董事会第三十四次会 议，会议应到董事九名，实到董事九名，其中，现场出席八名，董事 高建军先生因工作原因未能出席，委托董事长武钢先生代为出席并行 使表决权，会议由董事长武钢先生主持，公司监事、高级管理人员列 席了本次会议。本次会议的召集、召开符合法律、法规和《公司章程》 的有关规定。 第八届董事会第三十四次会议决议公告 一、审议通过《关于为南非控股子公司提供全额担保和代为开具 保函额度的议案》； 本次会议经审议，形成决议如下： 同意召开公司 2025 年第二次临时股东会，会议通知将于近日另 行公告。 表决结果：9 票赞成，0 票反对，0 票弃权。 特此公告。 金风科技股份有限公司 表决结果：9 票赞成，0 票反对，0 ...

Core Viewpoint - The China Rare Earth Industry Index has shown a recent decline, but it has experienced significant growth year-to-date, indicating a mixed performance in the rare earth sector [1][2]. Group 1: Index Performance - The China Rare Earth Industry Index decreased by 1.08% to 1793.49 points, with a trading volume of 34.123 billion yuan [1]. - Over the past month, the index has increased by 5.22%, by 1.03% over the last three months, and by 14.51% year-to-date [2]. Group 2: Index Composition - The index includes companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of listed companies in the rare earth industry [2]. - The top ten weighted companies in the index are: Northern Rare Earth (14.63%), China Rare Earth (6.14%), Wolong Electric Drive (4.72%), Xiamen Tungsten (4.56%), Lingyi Technology (4.4%), Shenghe Resources (4.32%), Greeenmei (4.27%), Baotou Steel (4.2%), China Aluminum (4.2%), and Goldwind Technology (4.14%) [2]. Group 3: Market and Sector Breakdown - The Shanghai Stock Exchange accounts for 51.34% of the index holdings, while the Shenzhen Stock Exchange accounts for 48.66% [2]. - In terms of industry composition, raw materials make up 66.35%, industrial sectors account for 26.72%, and information technology comprises 6.93% [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, with a sample adjustment limit of 20% [3]. - Public funds tracking the rare earth industry include various ETFs from companies such as Harvest, Huatai-PB, and E Fund [3].

Group 1: Electric Vehicles and Energy Storage - The demand for lithium batteries remains resilient, with solid-state and heavy-duty trucks experiencing increased market activity. In 2024, the global penetration rate of new energy vehicles is expected to reach 19%, with significant growth anticipated in 2025 as major automakers launch new platforms and models, alongside declining battery costs. The total shipments of power, storage, and consumer batteries are projected to reach 1.6 TWh in 2025, an 18% year-on-year increase [4][24][21] - In 2025, the global demand for power batteries is expected to reach 1,173 GWh, a 16% year-on-year growth. The demand for energy storage is driven by improved economic viability and increasing overseas demand, particularly in Europe and the United States [10][17][24] - The domestic market for energy storage is benefiting from the rapid development of wind and solar installations, as well as electricity market reforms. The global energy storage demand is projected to grow significantly, with a focus on peak-valley price differences enhancing economic viability [24][21] Group 2: Wind Power - The wind power industry is experiencing high growth, with significant increases in both volume and price for components. The first quarter of 2025 is expected to see a substantial rise in the output of land-based wind components, while offshore wind projects are anticipated to gain momentum as construction peaks in the second quarter [4][6] Group 3: Photovoltaics - The photovoltaic industry is gradually improving in supply and demand, with a notable increase in component demand driven by policy adjustments and market dynamics. The industry is currently in a critical phase of "supply-demand rebalancing," with short-term improvements observed, although complete resolution of overcapacity will take time [4][6] - The profitability of the photovoltaic sector is expected to improve in the first quarter of 2025, with a focus on leading technology companies in battery production and those benefiting from supply-side reforms [4][6] Group 4: Investment Analysis - The report suggests focusing on three main investment themes for 2025: true growth companies such as CATL and Gotion High-Tech, companies benefiting from cyclical recovery like Hunan Youneng, and new technology firms such as Xiamen Tungsten and Contemporary Amperex Technology [4][6] - The report emphasizes the importance of supply-side reforms and suggests monitoring leading companies in the silicon material and inverter sectors, as well as those with significant export advantages [4][6]

长江商报消息 宣告回购A股股份后，金风科技（002202.SZ，02208.HK）又宣告回购H股股份。 6月2日晚，金风科技公告，拟使用自有资金回购H股股份，回购数量不超过H股总数的10%，预计耗资 也将不超过5亿元。 A股、H股同步回购，金风科技向市场释放信心。 今年4月25日晚间，金风科技公告称，拟使用自有资金不低于3亿元、不超过5亿元，回购A股股票，并 将其注销以减少注册资本。 作为风电龙头企业，金风科技竞争力突出，盈利能力也不俗。 Wind数据显示，2005年以来，金风科技从未出现过年度亏损，2007年上市以来，公司累计盈利354.85亿 元。 今年一季度，公司实现的营业收入、归属于母公司股东的净利润（简称"归母净利润"）分别为94.72亿 元、5.68亿元，同比增长35.72%、70.84%。 金风科技手握大量订单。公司在业绩说明会上表示，截至今年一季度末，公司在手订单51091.24MW， 同比增长51.81%。 拟回购10%H股大涨13% 金风科技A股、H股股份回购将同步推进。 目前，金风科技发行的H股股份总数为7.74亿股，如果以6月2日的收盘价5.87港元/股计算，回购H股股 份数量上限为7 ...

Group 1 - The core viewpoint of the article is that the global energy storage industry is experiencing significant growth, with a projected increase in integrated shipment volumes from 418.3 GWh in 2024 to 550 GWh in 2025, representing a year-on-year growth of 92.7% [1][6]. Group 2 - In 2024, the top 30 companies in global energy storage system integration by shipment volume include Tesla, Sungrow, CRRC Zhuzhou Institute, CATL, Fluence, BYD, Envision Energy, Powin, Nextera, Guoxuan High-Tech, and others [4][5]. - The concentration ratio (CR10) for the top 10 companies in the energy storage system integration market is 64%, indicating a relatively low industry concentration due to the rapid growth phase and the influx of new entrants from various sectors such as photovoltaics, wind power, batteries, and traditional energy [6][8].

Core Insights - The global energy storage industry is experiencing rapid growth, with a projected shipment volume of 418.3 GWh in 2024, representing a year-on-year increase of 92.7%. The forecast for 2025 is set at 550 GWh [1]. Group 1: Market Overview - The top 30 companies in global energy storage system shipments for 2024 include Tesla, Sungrow, CRRC Zhuzhou Institute, CATL, Fluence, BYD, Envision Energy, Powin, Nextera, Guoxuan High-Tech, and others [4][5]. - The concentration ratio (CR10) for the global energy storage system integration market is 64%, indicating a relatively low level of market concentration. This is attributed to the high growth phase of the energy storage integration segment, which is a key battleground for new entrants from various sectors including solar, wind, batteries, and traditional energy [6]. Group 2: Industry Dynamics - The energy storage industry is characterized by intense competition, with numerous new entrants emerging as the market expands. This competitive landscape is expected to intensify in the future [6].

Group 1 - The green tax system in Urumqi's Daban District is acting as a catalyst for enterprises to upgrade and explore new paths for green development, shifting from passive emission reduction to proactive pollution control [1] - Urumqi Bofeng Hengda Water Management Co., Ltd. has established a comprehensive service system for water resource protection and recycling, becoming a benchmark enterprise in the region [1][2] - The company has benefited from tax incentives, with over 330,000 yuan in tax reductions, which have been reinvested into advanced equipment and process upgrades [2] Group 2 - The company plans to continue investing in water supply network upgrades to enhance service quality and water resource recycling efficiency [3] - The Daban District Tax Bureau is actively providing tailored services to green enterprises, helping them understand and apply tax incentives effectively [3][5] - Goldwind Technology Co., Ltd. is implementing a compliance-driven management system to accelerate its low-carbon transformation and enhance its production capabilities [3][4] Group 3 - Goldwind's factory is equipped with a 2 MW wind turbine and a 403 kW integrated rooftop solar system, achieving 100% green electricity self-sufficiency [4] - The company has received significant tax benefits, including over 24 million yuan in tax reductions under the Western Development policy and 8.5 million yuan in VAT refunds, allowing for increased investment in zero-carbon factory construction [4] - The annual production of wind turbines reached 232 units, with sales exceeding 2.8 billion yuan, demonstrating the impact of compliance and policy support on business growth [4] Group 4 - The Daban District Tax Bureau is focusing on the needs of green enterprises and is building a "green enterprise label database" to enhance service mechanisms [5] - The bureau aims to guide more businesses towards ecological prioritization and green development through dynamic tracking and management [5]

Group 1 - The company, Goldwind Technology Co., Ltd., has approved the issuance of long-term, option-containing medium-term notes with a total amount not exceeding RMB 3 billion [1][2] - The issuance plan includes a maximum scale of RMB 1.5 billion, with specific timing based on market conditions and the company's funding needs [1][2] - The board of directors has authorized the management to handle all matters related to the registration and issuance of the notes, including terms, pricing, and necessary legal documents [1][2] Group 2 - The authorization for the issuance of the notes is valid for 24 months starting from June 20, 2023, and allows for the issuance of bonds and asset-backed securities up to a total of RMB 5 billion [2] - The current available amount for the approved bonds and asset-backed securities issuance is RMB 3 billion, which falls within the authorized limit [2] - The issuance of the long-term, option-containing medium-term notes is subject to approval from the China Interbank Market Dealers Association [2]