Investment Rating - The report maintains a "Positive" outlook for the wind power industry, expecting the industry index to outperform the market index by over 5% in the next six months [3][37]. Core Insights - The wind power industry is experiencing a recovery in profitability and an optimization of its structure, driven by stabilizing wind turbine prices, accelerated onshore wind installations, and favorable offshore wind policies. Long-term benefits are anticipated from breakthroughs in deep-sea technology and global expansion [3]. - The first quarter of 2025 saw a domestic public tender capacity for wind power units reach 28.6 GW, representing a year-on-year increase of 22.7%. The average bidding price for 3MW wind turbines in Q3 2025 was 1610 RMB/KW, up 9.2% year-on-year [22][3]. Summary by Sections Wind Power Sector Weekly Market Review - During the week of March 9-13, 2026, the Shanghai Composite Index increased by 0.19%, while the Shenwan Electric Equipment Index rose by 4.55%, ranking second among 31 industry indices. The wind power equipment index surged by 11.74%, outperforming other sectors [12][15]. - Notable performers in the wind power equipment sector included Tongyu Heavy Industry, Shuangyi Technology, and Dajin Heavy Industry, while Haigang Co., Feiwo Technology, and Xiangdian Co. saw significant declines [19][3]. Raw Material Prices and Tender Information - The report indicates fluctuations in raw material prices, with iron ore futures closing at 811.5 RMB/ton, up 39.5 RMB/ton, and casting pig iron at 3110 RMB/ton, up 70 RMB/ton. The price of epoxy resin increased significantly to 19166.67 RMB/ton, up 3566.67 RMB/ton [25][2]. - The average bidding price for 3MW wind turbines reflects a positive trend, indicating a healthy demand in the market [22]. Company and Industry Events - The report highlights key projects under China's 14th Five-Year Plan, focusing on the development of major energy bases and the promotion of clean energy. Specific projects in Guangdong and Zhejiang provinces are set to enhance offshore wind capacity significantly, with investments totaling over 500 billion RMB [31][32][33][35].

证券代码：601218 证券简称：吉鑫科技 公告编号：2026-007 江苏吉鑫风能科技股份有限公司 关于股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●江苏吉鑫风能科技股份有限公司（以下简称"公司"）股票于 2026 年 3 月 12 日、3 月 13 日、3 月 16 日连续 3 个交易日收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 况。 ●根据 wind 数据，2026 年 3 月 16 日，公司股票换手率达 25.86%，连续 3 个交易日累计换手率达 61.84%。公司敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 ●公司于 2026 年 1 月 14 日披露了《持股 5%以上股东减持股份计划公告》， 张毅洁女士因个人资金需要计划自 2026 年 2 月 5 日至 5 月 5 日期间以集中竞价 交易方式合计减持公司股份不超过 9,690,335 股，即不超过公司总股本的 1%。截 至 2026 年 3 月 1 ...

证券代码：601218 证券简称：吉鑫科技 公告编号：2026-006 江苏吉鑫风能科技股份有限公司 持股 5%以上股东减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 大股东持股的基本情况 本次减持计划实施前，张毅洁女士持有江苏吉鑫风能科技股份有限公司（以 下简称"公司"）无限售条件流通股 58,350,000 股，占公司总股本的 6.02%。 减持计划的实施结果情况 公司于 2026 年 1 月 14 日披露了《持股 5%以上股东减持股份计划公告》（公 告编号：2026-002），张毅洁女士因个人资金需要计划自 2026 年 2 月 5 日至 2026 年 5 月 5 日期间以集中竞价交易方式合计减持公司股份不超过 9,690,335 股，即 不超过公司总股本的 1%。 2026 年 3 月 16 日，公司收到张毅洁女士出具的《减持股份计划结果告知函》， 张毅洁女士已通过集中竞价方式减持公司股份 9,690,335 股，占公司总股本的 1%， 减持计划实施完毕。 1 上述减持主体无 ...

Core Viewpoint - Jixin Technology (吉鑫科技) experienced a significant stock price increase of 3.89% on March 16, with a trading volume of 17.92 billion yuan and a market capitalization of 6.987 billion yuan, indicating strong investor interest and activity in the stock [1][6]. Trading Activity - The stock was listed on the "龙虎榜" (Dragon and Tiger List) due to a cumulative price deviation of 20% over three consecutive trading days [1][6]. - Total buying amounted to 344 million yuan, while total selling reached 206 million yuan, resulting in a net buying of 137 million yuan [1][6]. - Major buying firms included Guotai Junan Securities (国泰海通证券) with 202.05 million yuan and 42.21 million yuan from its headquarters, and Dongfang Caifu Securities (东方财富证券) with 34.28 million yuan [1][2][6]. Company Overview - Jixin Technology, established on December 19, 2003, and listed on May 6, 2011, specializes in the research, production, and sales of components for large wind power generators [3][8]. - The company's main revenue sources are: hubs and bases (82.16%), wind power (17.17%), and other (0.66%) [3][8]. - It operates within the electric equipment sector, specifically in wind power equipment and components, and is associated with concepts like green power and offshore wind energy [3][8]. Financial Performance - As of September 30, 2025, Jixin Technology reported a revenue of 1.076 billion yuan, reflecting a year-on-year growth of 19.14%, and a net profit attributable to shareholders of 114 million yuan, which is a remarkable increase of 213.98% [9][4]. - The number of shareholders increased by 104.61% to 111,900, while the average circulating shares per person decreased by 51.13% to 8,658 shares [9][10]. Dividend Information - Since its A-share listing, Jixin Technology has distributed a total of 469 million yuan in dividends, with 156 million yuan distributed over the past three years [10].

证券代码：601218 证券简称：吉鑫科技 公告编号：2026-005 江苏吉鑫风能科技股份有限公司 高级管理人员减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 高级管理人员持股的基本情况 | 持股比例 | 0.0094% | | --- | --- | | 当前持股股份来源 | 股权激励取得：91,058股 | 上述减持主体无一致行动人。 二、减持计划的实施结果 (一)高级管理人员因以下事项披露减持计划实施结果： 本次减持计划实施前，江苏吉鑫风能科技股份有限公司（以下简称"公司"） 财务总监、董事会秘书杨扬女士持有本公司无限售条件流通股 91,058 股，占公 司总股本的 0.0094%。股份来源为公司股权激励取得的股份。 减持计划的实施结果情况 公司于 2025 年 12 月 3 日披露了《江苏吉鑫风能科技股份有限公司董事、高 级管理人员减持股份计划公告》（公告编号：2025-041），公司财务总监、董事会 秘书杨扬女士拟于 2025 年 12 月 24 日至 2026 年 3 ...

Core Viewpoint - Jixin Technology (601218) has announced a significant increase in expected net profit for 2025, with stock price fluctuations and high financing balance observed [1] Group 1: Performance Overview - For the year 2025, Jixin Technology expects net profit attributable to shareholders to be between 115 million to 169 million yuan, representing a year-on-year increase of 277.15% to 454.09% [2] - The expected net profit after deducting non-recurring items is projected to be between 101 million to 155 million yuan, indicating a year-on-year growth of 639.88% to 1034.32% [2] - The performance improvement is attributed to better wind conditions in the wind power business, increased demand for castings, and a decrease in raw material costs [2] Group 2: Stock Performance - As of January 30, 2026, Jixin Technology's stock closed at 5.44 yuan, down 2.68% from the previous week [3] - During the week, there was a net outflow of 22.89 million yuan from major funds, while retail funds saw a net outflow of 23.23 million yuan, and speculative funds had a net inflow of 46.11 million yuan [3] - The stock price fluctuated between 5.33 yuan and 5.89 yuan [3] Group 3: Financing Trends - On February 3, 2026, the financing amount for Jixin Technology was 17.08 million yuan, with a financing balance of 254 million yuan, accounting for 4.82% of the circulating market value, which is at a relatively high level [4] - The margin balance was 0.3695 million yuan, also at a high level, with a total financing and margin balance of 255 million yuan [4] Group 4: Recent Performance - The company's Q3 2025 report shows a revenue of 1.076 billion yuan for the first three quarters, reflecting a year-on-year increase of 19.14% [5] - The net profit attributable to shareholders for the same period was 114 million yuan, a year-on-year increase of 213.98% [5] - The net profit for Q3 alone saw a staggering year-on-year growth of 1065.54%, primarily due to increased sales in the casting segment [5]

Group 1 - Pei Mingshan appointed as Deputy Secretary and Director of China Railway Construction Group Co., Ltd., nominated as General Manager candidate, relieved of his position as Standing Committee member of China Communications Construction Group Co., Ltd., and no longer serves as Deputy General Manager of China Communications Construction Group Co., Ltd. [1] - Hou Xiao appointed as Deputy Secretary and Director of China Guoxin Holdings Co., Ltd., nominated as General Manager candidate. [2] - Dong Baoliang appointed as Deputy Secretary and Director of China Railway Communication Signal Group Co., Ltd., nominated as General Manager candidate, and no longer serves as External Director of China Automotive Technology Research Center Co., Ltd. [3] Group 2 - Zheng Weili appointed as Standing Committee member of China Coal Technology and Engineering Group Co., Ltd., nominated as Chief Accountant candidate. [4] - Zhang Deyong appointed as Standing Committee member of China Electrical Equipment Group Co., Ltd., nominated as Chief Accountant candidate. [5] - Qu Xiaoli appointed as Standing Committee member of China CNR Corporation Limited, relieved of his position as Standing Committee member of China National Building Material Group Corporation, and no longer serves as Deputy General Manager of China National Building Material Group Corporation. [6] Group 3 - Hu Naimin relieved of his position as Standing Committee member of China Energy Conservation and Environmental Protection Group Co., Ltd., no longer serves as Deputy General Manager, and is retiring. [7] - Ma Shizhi relieved of his position as Standing Committee member of China Coal Energy Group Co., Ltd., no longer serves as Deputy General Manager, and is retiring. [8] - Wu Xiangong relieved of his position as Standing Committee member of China Chemical Engineering Group Co., Ltd. and is retiring. [9] - Wang Shiqi relieved of his positions as Deputy Secretary and Standing Committee member of China Railway Engineering Group Co., Ltd. and is retiring. [10] - Sun Lixia relieved of her positions as Standing Committee member and Discipline Inspection Secretary of China Poly Group Co., Ltd. and is retiring. [11]

证券代码：601218 证券简称：吉鑫科技 公告编号：2026-004 江苏吉鑫风能科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 投资者张毅洁女士保证向本公司提供的信息真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | 权益变动方向 | 比例增加□ | 比例减少 | | --- | --- | --- | | 权益变动前合计比例 | 6.02% | | | 权益变动后合计比例 | 5.85% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否 | | 是否触发强制要约收购义务 | 是□ | 否 | | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | 其他 5%以上大股东及其一致行动人 | | | □合并口径第一大股东及其一致行动人 | | | □其他______________（请注明） | 2.信息披露义务人信息 信息披露义务人名称 投 ...

Group 1 - The core point of the article is that Zhang Yijie has reduced her shareholding in Jixin Technology (601218.SH) by 1.6392 million shares, which is 0.17% of the total share capital, decreasing her ownership from 6.02% to 5.85% [1] Group 2 - The share reduction occurred between February 5, 2026, and February 9, 2026, through centralized bidding [1] - The change in equity triggered a notification as it touched the 1% threshold [1]

Group 1 - The core viewpoint of the news is that Jixin Technology experienced a decline in stock price and significant changes in financing activities on January 30, with a net financing outflow of 11.40 million yuan [1] - On January 30, Jixin Technology's stock price fell by 2.33%, with a trading volume of 232 million yuan [1] - The total financing and securities lending balance for Jixin Technology reached 259 million yuan as of January 30, indicating a high level of financing activity [1] Group 2 - As of September 30, Jixin Technology had 111,900 shareholders, an increase of 104.61% compared to the previous period [2] - For the period from January to September 2025, Jixin Technology reported a revenue of 1.076 billion yuan, representing a year-on-year growth of 19.14%, and a net profit attributable to shareholders of 114 million yuan, up 213.98% year-on-year [2] - Jixin Technology has distributed a total of 469 million yuan in dividends since its A-share listing, with 156 million yuan distributed in the last three years [2]