（原标题：明阳智能等在河南成立智慧能源公司，注册资本2亿元） 企查查APP显示，近日，河南天成智慧能源有限公司成立，法定代表人为韩冰，注册资本为2亿元，经 营范围包含：供电业务；发电业务、输电业务、供（配）电业务；风力发电技术服务；太阳能发电技术 服务；储能技术服务等。企查查股权穿透显示，该公司由明阳智能（601615）全资子公司明阳智慧能源 集团北京科技有限公司、信阳豫东南数智综合能源服务有限公司共同持股。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 风电龙头明阳智能披露收购德华公司的进展。 明阳智能近日发布公告称，公司正与交易各方积极沟通交易方案，有序推进交易相关工作，交易涉及资产的相关审 计、评估等工作正在有序推进中。 明阳智能在回复上交所问询函时承认，德华公司相关产品尚处于产业化初期，销售收入较小，短期内不具备持续稳 定盈利能力。德华公司的高效空间太阳能电池芯片、砷化镓柔性电池芯片等产品，和近期大热的太空光伏有关。但 明阳智能恐怕短期内难以从德华公司获利。 然而，德华公司的实控人为张超，她正是明阳智能董事长张传卫之女。张传卫的这次交易，是拉女儿一把，还是蹭 太空光伏热度？ 对于这次收购的风险，分析人士认为，这笔交易短期内给明阳智能带来的财务压力是多方面的。德华处于亏损状 态，收购完成后，其亏损将直接并入上市公司报表，对明阳智能的净利润产生直接的负向拖累。在德华公司短期无 法贡献利润的情况下，会导致明阳智能每股收益被稀释，对现有股东的利益造成摊薄。 左手倒右手，只为千亿目标？ 春节假期后第一个工作日，也就是2月24日下午，明阳集团董事长张传卫在中山市高质量发展大会上高调宣布，20 ...

Group 1 - Tongce Medical's chairman and executives plan to increase their shareholding by 6 to 12 million yuan within six months, following recent purchases totaling approximately 1.34 million yuan [1] - Luxshare Precision has repurchased 9.9006 million shares for nearly 500 million yuan, representing 0.14% of its total share capital [2] - Jintai Construction's subsidiary won a project in Malaysia worth approximately 281 million yuan, accounting for 1.53% of the company's audited revenue for 2024 [3] Group 2 - Kela Co. announced the removal of independent director Jing Naiquan due to loss of independence and failure to fulfill duties [4] - Mingyang Smart Energy is planning to acquire 100% of Zhongshan Dehua Chip Technology Co., with ongoing audits and evaluations [5] - BGI Genomics intends to sell a subsidiary's equity for approximately 50 million USD and adjust licensing agreements [6] Group 3 - Guotou Capital reported that valuation adjustments at Guotou Ruijin Fund are expected to impact 2026 net profit by less than 5% [7] - Donghong Co. won a bid for a pressure steel pipe project worth 353 million yuan [9] - Yashi Chuangneng's major shareholder's shares, amounting to 2.9165% of total shares, will be auctioned, but it will not affect the company's operations [10] Group 4 - Frontier Biotech signed an exclusive licensing agreement with GlaxoSmithKline, receiving an upfront payment of 40 million USD and potential milestone payments totaling up to 950 million USD [11] - Kede CNC's major shareholders committed not to reduce their holdings for the next six months [12] - Richen Co. reported a 31.87% increase in net profit for 2025, driven by market expansion and operational efficiency [13] Group 5 - Jiayou International's PPP project in Zambia has officially commenced commercial operations and charging [14] - Junxin Co. updated its H-share listing application, pending approvals from regulatory bodies [15] - Shuangliang Energy's subsidiary won a bid for a 100 million yuan project in the Middle East [16][17] Group 6 - Baili Tianheng's drug candidate achieved primary endpoints in a Phase III clinical trial for triple-negative breast cancer [18] - ST Jinglan announced a significant stock price increase of 86.90% without major changes in performance, warning of potential stock suspension if prices continue to rise [19] - *ST Huiteng projected a revenue of 330 to 400 million yuan for 2025, with negative net profit expected [20]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601615 证券简称：明阳智能公告编号：2026-022 明阳智慧能源集团股份公司 关于发行股份及支付现金购买资产并募集配套资金 一、本次交易的基本情况 明阳智慧能源集团股份公司（以下简称"公司"）正在筹划通过发行股份及支付现金方式购买中山德华芯 片技术有限公司100%的股权并募集配套资金暨关联交易事项（以下简称"本次交易"）。根据《上市公 司重大资产重组管理办法》等有关规定，本次交易构成关联交易，预计不构成重大资产重组。 二、本次交易的进展情况 根据上海证券交易所的相关规定，经公司申请，公司股票（证券简称：明阳智能，证券代码：601615） 自2026年1月13日（星期二）开市起开始停牌，停牌时间不超过10个交易日，具体内容详见公司于2026 年1月13日在指定信息披露媒体上披露的《关于筹划发行股份及支付现金购买资产并募集配套资金暨关 联交易事项的停牌公告》（公告编号：2026-004）。 2026年1月22日，公司召开第三届董事会第三十次会议，审议通过了《关于〈明阳智慧能源集团股份公 司发行股份及支付现金购买资产并募集配套资金暨关联交易预案〉及 ...

明阳智能公告称，公司正筹划通过发行股份及支付现金购买中山德华芯片技术有限公司100%股权并募 集配套资金，预计不构成重大资产重组。公司股票于2026年1月13日起停牌，不超10个交易日。1月22 日，公司董事会审议通过交易预案相关议案，股票1月23日开市起复牌。当日公司收到上交所问询函，2 月6日已回复并修订预案。截至公告披露日，交易相关审计、评估工作正有序推进，且交易尚需多项审 批，存在不确定性。 ...

证券代码：601615 证券简称：明阳智能 公告编号：2026-022 明阳智慧能源集团股份公司 关于发行股份及支付现金购买资产并募集配套资金 暨关联交易事项的进展公告 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。 一、本次交易的基本情况 明阳智慧能源集团股份公司（以下简称"公司"）正在筹划通过发行股份及 支付现金方式购买中山德华芯片技术有限公司 100%的股权并募集配套资金暨关 联交易事项（以下简称"本次交易"）。根据《上市公司重大资产重组管理办法》 等有关规定，本次交易构成关联交易，预计不构成重大资产重组。 二、本次交易的进展情况 根据上海证券交易所的相关规定，经公司申请，公司股票（证券简称：明 阳智能，证券代码：601615）自2026年1月13日（星期二）开市起开始停牌，停 牌时间不超过10个交易日，具体内容详见公司于2026年1月13日在指定信息披露 媒体上披露的《关于筹划发行股份及支付现金购买资产并募集配套资金暨关联交 易事项的停牌公告》（公告编号：2026-004）。 经向上海证券交易所申请，公司股票（证券简称 ...

Core Viewpoint - The domestic wind power market in China continues to thrive in 2025, with significant growth in installed capacity and a clear differentiation between onshore and offshore wind development [3][4]. Group 1: Installed Capacity Growth - In 2025, China added 18,272 wind turbines, resulting in a new installed capacity of 130 million kilowatts, marking a historical high with a year-on-year growth of 49.9%, significantly surpassing the 9.6% growth in 2024 [3]. - Onshore wind power remains the dominant force, contributing 125 million kilowatts, which accounts for 95.8% of the total new installations, an increase of 2.3 percentage points from 2024 [3]. - Offshore wind power saw a decline in new installations, with a capacity of 5.56 million kilowatts, down 2.3% year-on-year, representing only 4.2% of the total new capacity [3]. Group 2: Technological Advancements - The average capacity of newly installed wind turbines in 2025 reached 7,160 kilowatts, reflecting an 18.3% increase year-on-year, driven by cost control and efficiency improvements post-grid parity [4]. - Onshore wind turbines had an average capacity of 7,069 kilowatts, up 20.1%, while offshore turbines saw a slight increase to 10,054 kilowatts, entering the mature stage of 10 MW+ models [5]. Group 3: Market Concentration - The number of wind turbine manufacturers with new installations decreased from 13 to 10, with the top seven companies accounting for 91.8% of the market share, indicating a strengthening of oligopoly effects in the industry [5]. - Goldwind Technology led the market with 25.9 million kilowatts, representing 19.8% of the total, followed by other major players like Envision Energy and Mingyang Smart Energy, forming a stable first tier with a combined share of 73.4% [5]. Group 4: Export Growth - In 2025, China exported 1,175 wind turbines with a total capacity of 7.734 million kilowatts, achieving a year-on-year growth of 48.9%, setting a new historical record [6]. - By the end of 2025, the cumulative export capacity reached 28.522 million kilowatts, with significant markets in developing countries such as Vietnam and Saudi Arabia [6]. - The export market is also dominated by leading companies, with Goldwind Technology accounting for 386.2 million kilowatts, representing nearly half of the total exports [6]. Group 5: Global Market Opportunities - The global wind power market is expected to see profound changes, with a forecast of 1.06 billion kilowatts of new installations by 2030, while many regions lack the local industry capabilities to meet this demand [7]. - Chinese wind power manufacturers are becoming key suppliers in emerging markets due to their competitive advantages in cost, delivery speed, and engineering capabilities [7]. - The strategy of Chinese wind power companies is shifting from mere product exports to establishing localized production and service bases in over 20 countries, including India and Germany [7][8].

Group 1 - The domestic wind power market in China is expected to maintain high prosperity in 2025, with a record new installed capacity of 130 million kilowatts, a year-on-year increase of 49.9% [1] - Onshore wind power remains the absolute mainstay of growth, accounting for 95.8% of new installations, while offshore wind power saw a decline in new capacity by 2.3% [1] - The increase in installed capacity is driven by developers pushing onshore projects ahead of policy adjustments, aiming for over 50% renewable energy in their generation assets by the end of 2025 [1] Group 2 - The average capacity of newly installed wind turbines in China reached 7160 kilowatts, an 18.3% year-on-year increase, reflecting a trend towards larger turbine sizes [2] - The number of wind turbine manufacturers with new installations decreased from 13 to 10, with the top seven companies accounting for 91.8% of the market share [2] - Goldwind Technology leads the market with 25.9 million kilowatts, representing 19.8% of the total, followed by other major players [2] Group 3 - The export of Chinese wind turbines reached a historical high with 1175 units and a capacity of 773.4 million kilowatts, a 48.9% increase year-on-year [3] - Major markets for exports include developing countries, with Goldwind Technology dominating the export market [3] - The global wind power market is undergoing significant changes, providing opportunities for Chinese companies to become key suppliers in emerging markets due to their competitive advantages [4] Group 4 - Chinese wind power companies are transitioning from product exports to localized production and service layouts in over 20 countries [4] - The industry is moving towards a "deep cultivation" phase, establishing localized operations rather than merely responding to orders [5] - The focus is on integrating global resources and adapting to local environments to serve the global market effectively [5]

Group 1 - The core viewpoint of the articles highlights the significant growth and transformation of China's wind power industry, particularly in its overseas expansion and local production capabilities [1][5] - In 2025, China's domestic wind power market is expected to maintain high prosperity, with a record installation of 1.3 million kilowatts, a year-on-year increase of 49.9%, significantly surpassing the 9.6% growth rate of 2024 [1] - The onshore wind power sector remains the dominant force in domestic growth, accounting for 95.8% of new installations, while offshore wind power faces challenges, with a 2.3% decline in new capacity [1] Group 2 - The trend towards larger wind turbine capacities is evident, with an average new installation capacity of 7160 kilowatts in 2025, reflecting an 18.3% year-on-year increase [2] - The concentration of the wind turbine manufacturing industry is increasing, with the number of companies with new installations decreasing from 13 to 10, and the top seven companies capturing 91.8% of the market share [2] - Leading companies such as Goldwind Technology, with 2590 megawatts and a 19.8% market share, dominate the sector, while smaller brands are rapidly exiting the market [2] Group 3 - The overseas market is becoming a crucial growth area for Chinese wind power companies, with a record export of 773.4 megawatts in 2025, a 48.9% increase year-on-year [3] - The export market is also led by major companies, with Goldwind Technology accounting for nearly 54% of offshore wind turbine exports [3] - The global wind energy market is undergoing significant structural changes, presenting opportunities for Chinese companies to leverage their competitive advantages in cost, delivery speed, and engineering capabilities [4] Group 4 - Chinese wind power companies are shifting from simple product exports to localized production and service layouts in over 20 countries, including India and Germany [5] - The industry is moving towards a "deep cultivation" phase, focusing on integrating global resources and adapting to local environments amid geopolitical uncertainties [5]

海上风电与海外市场双领跑 日前，彭博新能源财经最新数据显示，2025年中国风电新增吊装容量为126GW，创造历史新高，相较于2024年上 升47%。其中，陆上风电新增120GW，同比增长51%；海上风电新增6GW。前六大整机制造商合计占据了91%的市 场份额，为历史最高水平，显示中国风电整机行业集中度进一步提升。 在行业高景气与集中度持续提升的双重背景下，作为全球海上风电领军企业，明阳智能（601615.SH）2025年实现 超过18.9GW的风电新增吊装容量，占据国内超15%的市场份额，在2025年中国风电新增吊装容量榜单中排名上升 两位，升至第二，公司表现尤为亮眼。 | 排名 | 风电整机制造商 | 2025年新增吊装容量 | 2025年中国市场份额 | | --- | --- | --- | --- | | 1 | 金风科技 | 25.9 | 21% | | 2 | 明阳智能 | 18.9 | 15% | | 3 | 运达股份 | 18.4 | 15% | | ব | 远景能源 | 16.1 | 13% | | 5 | 东方电气 | 13.5 | 11% | | 6 | 三一重能 | Bloomberg ...