●江苏吉鑫风能科技股份有限公司（以下简称"公司"）董事会于近日收到 公司董事杨扬女士的书面辞职报告，因公司治理结构调整，杨扬女士申请辞去公 司董事职务，辞职后仍担任公司财务总监、董事会秘书职务。该辞职自辞职报告 送达公司董事会之日起生效。 ●根据公司 2025 年第一次临时股东会审议通过的《公司章程》，公司董事会 设职工代表董事一名。公司已召开职工代表大会选举怀刚强先生为公司第六届董 事会职工代表董事。 一、董事离任情况 (一) 提前离任的基本情况 证券代码：601218 证券简称：吉鑫科技 公告编号：2025-042 江苏吉鑫风能科技股份有限公司 关于公司董事离任及选举职工代表董事的公告 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： | 姓名 | 离任职务 | 离任时间 | | | 是否继续在 离任原因 | | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 原定任期 | 上市公司及 | 具体职务 | 未履行完 | | | ...

格隆汇12月25日丨吉鑫科技(601218.SH)公布，公司董事会于近日收到公司董事杨扬女士的书面辞职报 告，因公司治理结构调整，杨扬女士申请辞去公司董事职务，辞职后仍担任公司财务总监、董事会秘书 职务。该辞职自辞职报告送达公司董事会之日起生效。 ...

Core Viewpoint - The Chinese wind power casting industry is experiencing significant development opportunities due to the acceleration of global energy transition and the booming wind power industry, with a strong correlation between market size and new installed wind power capacity [1][15]. Industry Overview - Wind power castings are specialized castings used in wind turbines, accounting for approximately 10% of the total cost of wind turbines, with demand steadily increasing as the wind turbine industry grows [3][9]. - The industry has seen substantial advancements in technology, production capacity, and product quality, establishing China as a dominant force in the global wind power casting supply [1][15]. Market Size and Growth - The market size of China's wind power casting industry is projected to reach 20.64 billion yuan in 2024, representing a year-on-year growth of 13.16%, and is expected to grow to 23.37 billion yuan by 2025 [1][15]. - The global wind power casting market is anticipated to reach $4.482 billion in 2024, with a year-on-year growth of 8.61%, and is expected to increase to $5.158 billion by 2025 [14]. Production Capacity - China's wind power casting capacity is expected to grow from 2.02 million tons in 2021 to 2.69 million tons in 2024, with a compound annual growth rate of 10.02%, and is projected to reach 2.91 million tons by 2025 [16]. Key Enterprises - Major companies in the Chinese wind power casting industry include Jixin Technology, Riyue Heavy Industry, Hongde Co., and Haomai Technology, among others, which have established significant market positions through technological advancements and production capabilities [2][17]. - Jixin Technology focuses on manufacturing components for large wind turbines and has reported a revenue increase of 27.33% for its main products in the first half of 2025 [18]. - Riyue Heavy Industry has a production capacity of 700,000 tons of castings and has seen a revenue increase of 66.06% for its ductile iron products in the first half of 2025 [19]. Industry Trends - The industry is moving towards large-scale and lightweight casting development to meet the demands of high-capacity wind turbines, with a focus on optimizing structural design and using new high-strength materials [20]. - Innovations in materials and casting processes are driving technological upgrades, enhancing the mechanical performance and fatigue life of castings [21]. - The integration of smart manufacturing and green production practices is becoming a core development direction, aiming to improve efficiency and reduce environmental impact [22].

Core Viewpoint - The acquisition of New Energy Bearings by the company is strategically aligned with its existing wind power business, focusing on enhancing its competitive advantage in the wind power core component sector [1] Group 1: Acquisition Details - The core products of New Energy Bearings include yaw bearings, pitch bearings, and main shaft bearings for wind turbine units, which have a high strategic synergy with the company's current wind power operations [1] - The company aims to expand production capacity, upgrade technology, and integrate resources in the wind power bearing product line following the acquisition [1] Group 2: Future Plans - The company currently has no plans for production layout in the robotics bearing business in the short term [1]

Group 1 - The construction of a financial powerhouse is essential for achieving a modern socialist strong nation, as finance is a crucial component of national economic strength and competitiveness [3] - The relationship between building a financial powerhouse and achieving socialist modernization is one of local serving the overall goal, emphasizing that a strong financial system is necessary for the modernization process [3] Group 2 - Multiple stocks have been flagged for trading risks due to significant short-term price increases, indicating potential irrational speculation [4][26] - External institutions like Morgan Stanley and UBS are optimistic about the A-share market, predicting an earnings growth rate of 8% for 2026, driven by improved nominal GDP growth and policy support [5][6] - The A-share market is expected to see further valuation increases due to macro policies, accelerated earnings growth, and sustained inflows of long-term capital [6] Group 3 - IBM's CEO expressed skepticism about the current data center construction trend, stating that the high costs make it unlikely for tech giants to achieve returns on such investments [14] - The company estimates that building a 1 GW data center requires an investment of approximately $80 billion [14] Group 4 - The stock of Chen'an Technology will resume trading after a change in its controlling shareholder to a state-owned entity, which is expected to enhance collaboration and support [15] - The stock of *ST Zhengping will resume trading after a significant price increase, which raised concerns about trading risks [16] Group 5 - The Ningbo Port expects a 10.8% year-on-year increase in container throughput for November 2025, indicating growth in shipping activities [30] - Yutong Bus reported a production increase of 11.21% and sales increase of 8.62% in November 2025, reflecting positive trends in the bus manufacturing sector [31]

Group 1 - The company, Jixin Technology, announced that as of the disclosure date, its director and CFO, Ms. Yang Yang, holds approximately 91,100 unrestricted circulating shares, accounting for 0.0094% of the total share capital [1] - Due to personal financial needs, Ms. Yang plans to reduce her holdings by up to approximately 22,800 shares, representing 0.0023% of the total share capital, during the period from December 24, 2025, to March 23, 2026, with the selling price determined by market conditions [1] - The reduction plan will be adjusted accordingly if there are any changes in share capital due to dividend distributions or capital increases during the implementation period [1]

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-041 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 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： 董事、高级管理人员持股的基本情况：截至本公告披露日，江苏吉鑫风 能科技股份有限公司（以下简称"公司"）董事兼财务总监、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。 一、减持主体的基本情况 上述减持主体无一致行动人。 1 二、减持计划的主要内容 | 股东名称 | 杨扬 | | | | | | --- | --- | --- | --- | --- | --- | | 计划减持数量 | 不超过：22,764 股 | | | | | | 计划减持比例 | 不超过：0.0023% | | | | | | 减持方式及对应减持数量 | 股 集中竞价减持，不超过：22,764 | | | | | | 减持期间 | 年 日～2026 月 2025 ...

南财智讯12月2日电，吉鑫科技公告，公司董事兼财务总监、董事会秘书杨扬女士因个人资金需求，拟 于2025年12月24日至2026年3月23日期间，通过集中竞价方式减持公司股份不超过22,764股，占公司总 股本比例不超过0.0023%。上述股份来源于股权激励取得。减持价格将按市场价格确定。若在减持期间 公司发生派发红利、转增股本等事项，减持数量将相应调整。公司将督促其严格遵守相关减持规定，并 及时履行信息披露义务。 ...

Core Viewpoint - The announcement from Jixin Technology indicates that the controlling shareholder, Mr. Bao Shijin, has completed the pledge registration cancellation for 36,500,000 unrestricted circulating shares with Zhongyuan Trust Co., Ltd. on November 25, 2025 [1] Group 1 - Jixin Technology received a notification from its controlling shareholder regarding the pledge cancellation [1] - The number of shares involved in the pledge cancellation is 36,500,000 [1] - The pledge registration was processed through China Securities Depository and Clearing Co., Ltd. [1]

Group 1 - The company, Jixin Technology, stated that as of September 30, 2025, the total number of shareholders will be 111,912 [2]