转自：证券时报 人民财讯9月9日电，据金风科技消息，9月5日，在土耳其中部Çankırı省的Çerkes 36MW风电扩容项目， 金风科技顺利完成土耳其首台GWH182-7.2MW风电机组吊装。该机组是当前土耳其单机容量最大、叶 轮直径最长的风电机组。 ...

（文章来源：每日经济新闻） 金风科技（002202.SZ）9月9日在投资者互动平台表示，风匠平台已迭代至3.0版本，并通过国内、国际 双认证，评估能力达行业领先水平。目前已推广服务全球千余项目，效率与精度获客户验证。 每经AI快讯，有投资者在投资者互动平台提问：作为一个风电从业者，特别期盼公司的风匠能商业 化，可以推广开来，现在市场完全被国外软件垄断，他们涨价不停，希望公司能承担起国内风电行业的 领军者责任，努力把风匠平台商业化推广。 ...

智通财经APP获悉，瑞银发布研报称，目前对于金风科技(02208)风机业务复苏前景有更大信心，相信出 口增长将加快，国内产品平均售价料回升，驱动利润率改善，因此将目标价从8.5港元上调至15.5港元， 仍列为风电板块首选股，重申"买入"评级，并将2025至2027年风机业务毛利预测上调13%、22%及 26%，维持大致持平的销量预测。 ...

瑞银发布研报称，目前对于金风科技（002202）(02208)风机业务复苏前景有更大信心，相信出口增长 将加快，国内产品平均售价料回升，驱动利润率改善，因此将目标价从8.5港元上调至15.5港元，仍列为 风电板块首选股，重申"买入"评级，并将2025至2027年风机业务毛利预测上调13%、22%及26%，维持 大致持平的销量预测。 ...

Group 1 - UBS has increased confidence in the recovery prospects of Goldwind's wind turbine business, expecting accelerated export growth and a rebound in average domestic product prices, which will drive margin improvement [1] - The target price for Goldwind has been raised from HKD 8.5 to HKD 15.5, maintaining its status as a preferred stock in the wind power sector and reiterating a "Buy" rating [1] - Gross profit forecasts for the wind turbine business have been adjusted upward by 13%, 22%, and 26% for the years 2025 to 2027, while sales volume forecasts remain largely unchanged [1]

Core Viewpoint - The company, Goldwind Technology, reported a significant increase in external sales capacity for wind turbine units, projecting a total of 10,641.44 MW for the first half of 2025, representing a year-on-year growth of 106.60% [1] Sales Capacity Breakdown - The sales capacity of units 6 MW and above is projected to be 8,671.59 MW, accounting for 81.5% of total sales [1] - The sales capacity for units between 4 MW (inclusive) and 6 MW is expected to be 1,947.35 MW, making up 18.3% of total sales [1] - The sales capacity for units below 4 MW is anticipated to be 22.50 MW, which represents 0.2% of total sales [1]

附件二：投资者关系活动记录表格式 2025年6月末，公司风机在手订单情况？ 答：截至2025年6月30日，外部待执行订单总量为41,395.88MW，分别为： 4MW以下机组601.12MW，4MW(含）-6MW机组6,712.13MW，6MW及以上机组 34,082.63MW；公司外部中标未签订单为10,415.59MW，包括4MW(含）-6MW 机组1,155.60MW，6MW及以上机组9,259.99MW；公司在手外部订单共计 51,811.47MW，同比增长45.58%；其中海外订单量为7,359.82MW，同比增长 42.27%；此外，公司另有内部订单3,023.37MW。 2025年上半年，公司针对陆上、海上机组产品的研发进展？ 答：公司围绕"产品与技术领先战略"，坚持创新驱动、质量第一、平准 化度电成本（LCOE）领先，持续优化产品平台。针对国内陆上市场，GWH204 Ultra平台作为公司新一代的技术典范，深度融合了乡村风电、山地及极限 风速等多维复杂场景的极限需求，通过激光雷达、叶根载荷等智能控制技 术及高性能设计，显著提升单机黄金风速下高价值电量。针对国内海上市 场，GWHV20平台的GW ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 1.43% to 25,417.98 points, the Hang Seng China Enterprises Index up by 1.34%, and the Hang Seng Tech Index rising by 1.95% [1][2]. Technology Sector - Major technology stocks saw significant gains, with Kuaishou rising over 4%, Tencent Holdings up more than 2%, and JD Group, Meituan, Alibaba, NetEase, and Baidu all increasing by over 1% [2][3]. Wind Power Sector - Wind power stocks led the market with Goldwind Technology surging over 18%, followed by other companies like Longyuan Power and Datang Renewable Energy also showing gains [5][6]. Semiconductor Sector - Semiconductor and chip stocks strengthened, with Horizon Robotics increasing over 9%, and other companies like Globalfoundries and SMIC also experiencing gains [6][7]. Gold Sector - Gold stocks rose, with Tongguan Gold increasing nearly 6%, and other companies such as Shandong Gold and Zijin Mining also showing positive performance [8][9]. Lithium Battery Sector - The lithium battery sector was active, with Zhongchuang Innovation rising over 18%, and companies like Tianqi Lithium and Ningde Times also seeing significant increases [10][11]. Pharmaceutical Outsourcing Sector - The pharmaceutical outsourcing sector rebounded, with Zhaoyan New Drug rising nearly 9%, and other firms like Kanglong Chemical and Tigermed also reporting gains [12][13]. Solar Energy Sector - Solar energy stocks surged, with GCL-Poly Energy increasing over 26%, and other companies like Sunshine Energy and New Special Energy also performing well [14][15]. Agricultural Products Sector - The agricultural products sector declined, with Hualian International dropping nearly 30%, and other related stocks also experiencing losses [16][17]. Company Performance - Ark Health recently reported a revenue of 1.494 billion, a year-on-year increase of 12.9%, and a net profit turnaround to 12.5 million, reflecting significant progress in its main business [21].

| 2025 年 09 月 05 日 | | | --- | --- | | 评级 | 买入 | | 评级变动 | 维持 | | 交易数据 | | | 当前价格（元） | 11.11 | | 52 周价格区间（元） | 7.92-11.95 | | 总市值（百万） | 44591.00 | | 流通市值（百万） | 37277.57 | | 总股本（万股） | 422506.76 | | 流通股（万股） | 412888.96 | 涨跌幅比较 % 1M 3M 12M 金风科技 15.73 18.82 34.99 风电设备 7.68 19.47 53.88 -6% 14% 34% 54% 74% 2024-09 2024-12 2025-03 2025-06 2025-09 金风科技 风电设备 袁玮志 分析师 执业证书编号:S0530522050002 yuanweizhi@hnchasing.com 相关报告 1 金风科技（002202.SZ）2024 年年报点评：在 手订单创新高，海外市场表现亮眼 2025-04-03 2 金风科技（002202.SZ）2024 年三季报点评： 盈利能力逐步修复，在手订单大 ...

Group 1: Market Overview - The Hang Seng Index rose by 0.62%, while the Hang Seng Tech Index increased by 0.82%, with a total turnover of HKD 124.6 billion in the morning session [1] - The Hang Seng Biotechnology Index surged by 3.1%, driven by optimism in the innovative drug sector ahead of the 2025 World Lung Cancer Conference, indicating potential for valuation recovery [1] Group 2: Company Performances - Three-Six Pharmaceutical (01530) saw a significant increase of 9.6% [1] - Hengrui Medicine-B (02142) rose by 5.82% [1] - Hutchison China MediTech (00013) increased by 6% [1] - United Laboratories (03933) gained 5% [1] - WuXi Biologics (02269) rose by 4.17% [1] Group 3: Other Notable Stocks - Chow Tai Fook (06168) surged over 13% as the gold consumption market enters a peak season, with expectations of inclusion in the Hong Kong Stock Connect [2] - FunPlus (09890) increased by over 5% after completing a name change and upgrading its overseas brand integration, with a higher proportion of overseas revenue in the first half [2] - Lehua Entertainment (02306) rose by 16%, with a nearly 90% year-on-year increase in interim profit attributable to shareholders, expanding monetization channels for its trendy IP [3] - UBTECH Robotics (09880) increased by 3%, with humanoid robot orders reaching CNY 400 million and securing a USD 1 billion strategic investment from a Middle Eastern fund [4] - Mobi Development (01860) surged over 12%, hitting a historical high with a cumulative increase of over 110% this year [5] - Goldwind Technology (02208) rose over 10%, reaching a new high as the wind power sector experiences accelerated growth, leading the industry in gross margin improvement [5] - Zhongshen Jianye (02503) experienced a significant drop, falling over 74% to a historical low, with a loss of CNY 11.81 million in the first half [5]