智通财经APP获悉，中金发表研究报告指，金风科技(02208)第三季业绩表现符合市场预期，收入同比升 25.41%，按季增2.86%，而纯利则同比升170.64%，按季增19.31%。该行上调金风科技今明两年盈测 7.8%及12.5%，分别至33.1亿和47.4亿元人民币，该行续予公司跑赢行业评级，H股目标价升56.5%至 17.39港元。 ...

花旗发表报告，维持对金风科技"买入"评级，目标价由11港元上调至17港元，反映盈利增长与现金流改 善。报告指，公司2025年第三季业绩表现好过预期，风力发电机组销量大幅增长且利润率提升，同时投 资收益增加。该行将金风科技2026至2027年净利预测上调11%至12%，考量因素包括订单量充足，将风 机销量从原预期按年增长15%和10%，上调至增长20%及15%；销售管理费用控制得宜，支出将减少。 ...

花旗发表报告，维持对金风科技"买入"评级，目标价由11港元上调至17港元，反映盈利增长与现金流改 善。报告指，公司2025年第三季业绩表现好过预期，风力发电机组销量大幅增长且利润率提升，同时投 资收益增加。 该行将金风科技2026至2027年净利预测上调11%至12%，考量因素包括订单量充足，将风机销量从原预 期按年增长15%和10%，上调至增长20%及15%；销售管理费用控制得宜，支出将减少。 ...

Investment Rating - The report maintains a "Recommended" rating for the company [5] Core Views - The company reported a revenue of 48.147 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 34.34%. The net profit attributable to shareholders was 2.584 billion yuan, up 44.21% year-on-year [1] - In Q3 2025, the company achieved a revenue of approximately 19.610 billion yuan, a year-on-year increase of 25.40% and a quarter-on-quarter increase of 2.86%. The net profit attributable to shareholders for the same quarter was 1.097 billion yuan, showing a significant year-on-year growth of 170.64% [1] - The company has actively expanded its overseas business, with a cumulative installed capacity of 11,214.62 MW in international markets by the end of Q3 2025 [3] Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved a gross margin of approximately 13.00% and a net margin of about 5.98% [1] - The company expects revenues of 77.81 billion yuan, 88.14 billion yuan, and 95.91 billion yuan for 2025, 2026, and 2027, respectively, with growth rates of 37%, 13%, and 9% [3][4] - The projected net profit attributable to shareholders for the same years is 3.36 billion yuan, 4.28 billion yuan, and 4.98 billion yuan, with growth rates of 80%, 27%, and 16% [3][4] Business Segments - In the wind turbine manufacturing segment, the company sold approximately 18.45 GW of wind turbines in the first three quarters of 2025, a year-on-year increase of 90%. The sales in Q3 2025 were about 7.81 GW, reflecting a year-on-year growth of approximately 71% [2] - The company has a total order backlog of 52.5 GW, with 41,553 MW of orders for units of 6 MW and above, accounting for 83% of the total [2] Overseas Expansion - The company has made significant strides in international markets, with installed capacity exceeding 3 GW in Asia (excluding China) and over 2 GW in both South America and Oceania [3] - By the end of Q3 2025, the company had approximately 7.16 GW of external orders in overseas markets, up from 5.54 GW in the same period last year [3]

中金发表研究报告指，金风科技第三季业绩表现符合市场预期，收入按年升25.41%、按季增2.86%，而 纯利则按年升170.64%、按季增19.31%。该行上调金风科技今明两年盈测7.8%及12.5%，分别至33.1亿 和47.4亿元，续予"跑赢行业"评级，H股目标价上调56.5%至17.39港元。 ...

每经AI快讯，金风科技(02208.HK)今早高开低走，现跌逾4%，年内累计涨幅仍高达107%。截至发稿， 跌4.06%，报13.26港元，成交额3.15亿港元。 （文章来源：每日经济新闻） ...

消息面上，金风科技公布2025年前三季度业绩，营业收入约481.47亿元，同比增长34.34%；归属于上市 公司股东的净利润约25.84亿元，同比增长44.21%；基本每股收益0.5969元。公告称，营收增长主要系 公司风机及零部件销售规模增加。 净利增长主要系毛利额及公允价值变动收益增加，减去投资收益减 少等。 智通财经APP获悉，金风科技(02208)今早高开低走，现跌逾4%，年内累计涨幅仍高达107%。截至发 稿，跌4.06%，报13.26港元，成交额3.15亿港元。 ...

金风科技（002202）(02208)今早高开低走，现跌逾4%，年内累计涨幅仍高达107%。截至发稿，跌 4.06%，报13.26港元，成交额3.15亿港元。 消息面上，金风科技公布2025年前三季度业绩，营业收入约481.47亿元，同比增长34.34%；归属于上市 公司股东的净利润约25.84亿元，同比增长44.21%；基本每股收益0.5969元。公告称，营收增长主要系 公司风机及零部件销售规模增加。净利增长主要系毛利额及公允价值变动收益增加，减去投资收益减少 等。 ...

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Summary by Category Increased Holdings - China Aluminum International (02068) saw an increase of 4.32%, bringing its latest holding percentage to 20.94% [2]. - Shandong Molong (00568) experienced a 2.69% increase, with a current holding of 63.27% [2]. - Beijing Beichen Industrial Holdings (00588) increased by 2.59%, now holding 41.93% [2]. - In the last five trading days, Shandong Molong (00568) had the highest increase at 8.40%, with a holding of 63.27% [3]. - Other notable increases in the last five days include Ying En Bio-B (09606) at 7.65% and Derin Holdings (01709) at 5.55% [3]. Decreased Holdings - Dreamland (01119) reported a decrease of 1.69%, with a current holding of 13.11% [2]. - Chifeng Jilong Gold Mining (06693) decreased by 0.71%, now at 46.23% [2]. - Jiufang Zhitu Holdings (09636) saw a reduction of 0.55%, with a holding of 17.45% [2]. - In the last five trading days, Haotian International Investment (01341) had the largest decrease at -7.78%, now holding 51.05% [3]. - Other significant decreases include Ocean Park (02255) at -5.92% and Goldwind Technology (02208) at -3.19% [3]. Long-term Trends - Over the past 20 days, Canggang Railway (02169) had the highest increase at 31.12%, with a holding of 43.18% [4]. - The largest decrease over the same period was seen in Haotian International Investment (01341) at -9.50%, with a holding of 51.05% [4].

Group 1: Company Performance Highlights - Ecovacs Robotics reported a significant increase in Q3 2025 revenue of 4.201 billion yuan, up 29.26% year-on-year, and a net profit of 438 million yuan, up 7160.87% [1] - Deep South Housing A achieved a revenue of approximately 898.85 million yuan in the first three quarters of 2025, a year-on-year increase of 331.66%, with a net profit of about 145.12 million yuan, up 2791.57% [1] - Antong Holdings reported Q3 2025 revenue of 2.152 billion yuan, an 18.85% increase year-on-year, and a net profit of 152 million yuan, up 2155.18% [2] - Sichuan Changhong's Q3 2025 revenue was 25.184 billion yuan, down 2.69% year-on-year, but net profit increased to 507 million yuan, up 690.83% [2] - Zhenghai Magnetic Materials reported a revenue of approximately 4.973 billion yuan for the first three quarters of 2025, a 30.54% increase, with a net profit of about 228 million yuan, up 20.46% [3] - Gold Mountain reported Q3 2025 revenue of 3.372 billion yuan, up 66.39% year-on-year, and a net profit of 951 million yuan, up 140.98% [4] Group 2: Corporate Actions and Strategic Moves - Yiyi Co. plans to acquire 100% equity of Gao Ye Jia, with the stock resuming trading on October 27 [6][8] - Ying Tang Zhi Kong is planning to issue shares to acquire assets, leading to a stock suspension starting October 27 [18][35] - Dream Jie Co. faced dissent from board member Chen Jie regarding the Q3 2025 report, raising concerns about its accuracy and completeness [9] - Drugmaker WuXi AppTec intends to sell 100% equity of two subsidiaries for 2.8 billion yuan to focus on its CRDMO business model [20][21] - Huayi Technology is planning to invest in a new project with a budget of approximately 266.65 million yuan for advanced manufacturing capabilities [22]