明阳智慧能源集团股份公司 关于使用闲置募集资金进行现金管理的进展公告 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。 重要内容提示： 公司本次购买的是安全性高、流动性好、具有合法经营资格的金融机构销售 的保本型产品，但仍不排除因市场波动、宏观金融政策变化等原因引起的影响收 益的情况。提醒广大投资者注意投资风险。 一、委托理财基本情况 证券代码：601615 证券简称：明阳智能 公告编号：2025-066 | 产品名称 | 中国建设银行广东省分行单位人民币定制型 | | --- | --- | | | 结构性存款 | | 受托方名称 | 中国建设银行股份有限公司中山市分行（以下 简称"建行中山分行"） | | 购买金额 | 50,000.00 万元 | | 产品期限 | 21 天 | | 特别风险提示（如有请勾选） | 其他：不适用_ | 基本情况 风险提示 （二）使用闲置募集资金进行现金管理赎回的情况 公司前期以闲置募集资金进行现金管理的赎回情况如下： （一）使用闲置募集资金进行现金管理的额度预计情况 明阳智慧能源集团股份公司 ...

证券之星消息，10月9日风电设备板块较上一交易日上涨3.88%，运达股份领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。风电设备板块个股涨跌见下表： 从资金流向上来看，当日风电设备板块主力资金净流入10.57亿元，游资资金净流入375.68万元，散户资 金净流出10.61亿元。风电设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002202 | 金风科技 | 3.91Z | 12.44% | -8248.90万 | -2.63% | -3.08 Z | -9.81% | | 601615 | 明阳智能 | 1.75 Z | 8.12% | -5900.75万 | -2.74% | -1.16 Z | -5.38% | | 300850 | 新强联 | 9830.75万 | 6.52% | 4395.68万 | 2.91% | - ...

格隆汇10月9日｜A股市场风电股走强，其中，运达股份涨超10%，金风科技10CM涨停，吉鑫科技涨超 7%，明阳智能涨超6%，天能重工、天顺风能涨超5%。 消息面上，国内海风市场9月迎来招中标高峰 期，海外海风市场已现拐点信号，欧洲海风装机规模今年提升至4.5吉瓦以上；中国首个国家级海上风 电试验基地即将投运，可开展目前世界最大容量风电机组和最长尺寸风机叶片的检测试验，以及多领域 国际前沿技术研究。 ...

风电出海和风机&光伏历史相对底部的组件会有什么叙事？ 20251006 摘要 欧洲海风市场需求旺盛，塔筒和海缆订单预计在下半年陆续出现，为 2027 年业绩增长提供支撑。金风科技受益于国内订单价格回暖和海外 出海逻辑，值得重点关注。 光伏组件板块目前处于股价底部，性价比较高。硅料价格上涨空间有限， 组件环节的反内卷成为关注重点。底部光伏中的组件是四季度重点关注 方向。 风电行业受多重因素催化，包括山东风电电价高于光伏、欧洲招标超预 期、国内海风开工加速及深远海政策支持。看好风机和两海（特别是出 海）两条主线。 国内风机招标量虽同比下降，但仍处于高位。国际招标量大幅增长，表 明出口景气度高。陆风价格持续回暖，且幅度超预期，运营商更注重风 场全生命周期成本。 金风科技毛利率连续两个季度超预期，净利润环比提升。预计今年收入 约 550 亿元，明年达 670 亿元，净利润今年 6.5 亿元，明年 63 亿元， 是重点推荐标的。 Q&A 风电板块的主要投资方向是什么？ 风电板块的投资方向主要集中在两个方面：海风出海和风机板块。首先，国内 市场在 9 月份迎来了招标高峰期，每周有三四个吉瓦的量分布在不同环节，预 计国内三 ...

摘要及投资建议 国信证券近日发布风电产业链双周度跟踪：根据国家能源局数据，2025年8月我国新增 风电装机4.17GW，同比+13%；1-8月新增装机容量57.84GW，同比+72.1%；截至2025年8月 末我国累计风电装机579.01GW，占发电装机总容量的15.7%。近两周铜价格价格上涨 3.2%，环氧树脂和玻纤价格环比持平。 以下为研究报告摘要： 【行业要闻】 海风方面，25年上半年江苏、广东重大项目陆续迎来开工。二季度进入交付旺季；25年 是国管海风开发元年，预计规划、竞配、招标、政策下半年有望落地。"十五五"期间年均海 风装机有望超20GW，远超"十四五"水平。陆风方面，25年行业装机有望达100GW创历史新 高，年初以来零部件企业迎来量价齐增，全年业绩有望大幅增长；上半年主机企业国内制造 盈利磨底，随着涨价后订单的陆续交付，三季度交付端将迎来单价和毛利率双重修复。中国 风机出海方兴未艾，25-26年新增订单保持高增，进一步提供利润弹性。 【投资建议】 根据采招网统计，2025年至今，全国风机累计公开招标容量71.7GW（-13%），其中陆 上风机公开招标容量66.4GW（-12%），海上风机公开 ...

Core Insights - The wind power sector has shown strong performance in 2023, with nearly 60 wind power concept stocks averaging a price increase of 33.65% year-to-date, while only 7 stocks have recorded declines [1] - Institutions are optimistic about the long-term growth prospects of the wind power sector, predicting that several stocks will continue to experience high growth in net profits in 2025 and 2026, with a consensus forecast of over 20% growth for these years [1] Summary by Company - **Oriental Cable (603606)**: Received ratings from 32 institutions, with predicted net profit growth of 58.83% in 2025 and 31.56% in 2026 [3] - **Dajin Heavy Industry (002487)**: Rated by 28 institutions, with a forecasted net profit growth of 37.31% in 2026 [3] - **Goldwind Technology (002202)**: Rated by 19 institutions, with a projected net profit growth of 27.80% in 2026 [3] - **Haili Wind Power (301155)**: Rated by 16 institutions, with an expected net profit growth of 40.31% in 2026 [3] - **Tianwang Electric (603063)**: Rated by 15 institutions, with a forecasted net profit growth of 20.89% in 2026 [4] - **China National Materials (002080)**: Rated by 13 institutions, with a predicted net profit growth of 29.99% in 2026 [4] - **Mingyang Smart Energy (601615)**: Rated by 12 institutions, with a projected net profit growth of 37.78% in 2026 [4] - **Taisheng Wind Energy (300129)**: Rated by 12 institutions, with an expected net profit growth of 36.87% in 2026 [4] - **Jinlei Co., Ltd. (300443)**: Rated by 11 institutions, with a forecasted net profit growth of 31.77% in 2026 [4] - **Tianshun Wind Energy (002531)**: Rated by 10 institutions, with a predicted net profit growth of 58.06% in 2026 [4]

Investment Rating - The investment rating for the wind power industry is "Outperform the Market" (maintained rating) [1] Core Viewpoints - The offshore wind sector is expected to see significant project launches in Jiangsu and Guangdong in the first half of 2025, marking the beginning of a new era for national offshore wind development. The average annual installed capacity for offshore wind during the 14th Five-Year Plan period is projected to exceed 20GW, significantly surpassing the previous plan's levels. The onshore wind sector is anticipated to reach a historical high of 100GW in installed capacity in 2025, with component manufacturers experiencing simultaneous increases in volume and price, leading to substantial annual performance growth. The domestic manufacturing profitability for main engine companies is expected to recover in the third quarter as orders are delivered following price increases, providing profit elasticity through new orders from 2025 to 2026 [4][5]. Summary by Sections Industry News - The wind power sector has generally risen over the past two weeks, with the top three performing segments being complete machines (+15.1%), towers (+13.4%), and submarine cables (+10.2%). The top three individual stocks in terms of growth are Mingyang Smart Energy (+26.3%), Dongfang Cable (+22.7%), and Xinqianglian (+22.7%) [3]. Industry Data - As of August 2025, China's newly installed wind power capacity reached 4.17GW, a year-on-year increase of 13%. The cumulative installed capacity reached 579.01GW, accounting for 15.7% of total power generation capacity. The average bidding price for onshore wind turbines (excluding towers) in 2025 is 1,533 CNY/kW [7][39]. Investment Suggestions - Three main investment directions are recommended: 1) Leading companies in export layouts for pipe piles and submarine cables; 2) Domestic complete machine leaders with bottoming profits and accelerating exports; 3) Component manufacturers with opportunities for simultaneous volume and profit growth in 2025. Suggested companies include Goldwind Technology, Dongfang Cable, Guoda Special Materials, Zhongji United, Dajin Heavy Industry, Riyue Co., Times New Materials, Hewei Electric, and Jinlei Co. [5]

近日，今年第18号台风"桦加沙"登陆广东阳江，登陆时中心附近最大风力13级（40米/秒）。疾风骤雨 之后，东平镇村民发现，沿海数台风力发电机组倒塌。 图片来源：每 经记者 孔泽思 摄 经记者 孔泽思 摄 据网络上流传的视频，受损风机上印有"中国华能"字样，所在地为华能雷平风电场，有倒塌风机的设备 制造商为明阳智能（SH601615，股价16.19元，市值367.76亿元）。 多名风电行业人士向《每日经济新闻》记者表示，此次风电场实录最大风速达到75米/秒，强度远超风 机设计标准极限，且风机运营年限较长，倒塌的确属于不可抗力。 行业人士表示实属天灾 据阳江当地媒体报道，华能雷平风电场总装机容量17.85万千瓦，为东平、新洲一带的沿海山地风电 场，项目分四期建设，共有109台机组。项目首台风机于2012年3月19日并网，至2022年底累计上网电量 约30亿千瓦时。 针对本次事故，有业内人士告诉《每日经济新闻》记者，涉事风场采用陆上风电1.5MW（兆瓦）机 型，单机容量较小，其叶片长度、塔筒高度等参数均低于当前主流陆上风机水平，建设成本相对较低。 该风场2012年投运后，已持续安全运行13年，制造商质保期于2017 ...

Group 1 - The core mission of Shugen Technology is to drive industrial progress through data, aiming to support China's participation in the new global industrial revolution [1][2] - Shugen Technology has been recognized in the Gartner Magic Quadrant for six consecutive years, highlighting its position as a leading technology player in the Asia-Pacific region [1] - The company focuses on transforming manufacturing through data-driven solutions, contributing to the high-quality development of China's manufacturing sector [1][2] Group 2 - Shugen Technology was founded in 2016 with the goal of providing remote monitoring and control solutions for large engineering machinery, expanding its services from after-market support to smart manufacturing [2][3] - The company has developed a cloud platform that connects over 2.5 million high-value industrial devices, supporting more than 1,100 industrial protocols [3][4] - Shugen Technology's services have expanded beyond heavy industry to various sectors, including intelligent scheduling systems in logistics and AI management in agriculture [5][6] Group 3 - The company is committed to innovation in the industrial intelligence field, aiming to enhance operational efficiency and reduce costs for traditional manufacturing [6][7] - Shugen Technology's platform integrates vast data assets to create an "enterprise brain," significantly improving organizational management and operational efficiency [6][7] - The company is focused on building a flexible and intelligent ecosystem to address challenges in the manufacturing sector, promoting smart manufacturing practices [6][7] Group 4 - Mingyang Smart Energy has established itself as a leader in offshore wind power, achieving significant milestones in the development of large-scale wind turbines [17][18] - The company has transitioned from relying on imported wind turbines to becoming a major player in the global offshore wind market, ranking second in new installations [19][20] - Mingyang's innovations include the world's first floating wind turbine with a capacity of 5.5MW and the largest floating wind platform at 16.6MW, showcasing its commitment to advancing offshore wind technology [20][21] Group 5 - The company is actively pursuing deep-sea wind power development, addressing challenges related to water depth and distance from shore [20][21] - Mingyang is transforming from a traditional wind turbine manufacturer to a smart energy service provider, integrating renewable energy generation, storage, and consumption [21] - The company is involved in various projects aimed at building a comprehensive energy ecosystem, including hydrogen production and green energy initiatives [21]

Group 1: Tree Root Technology - Tree Root Technology has been recognized in Gartner's Magic Quadrant for Industrial IoT Platforms for six consecutive years, highlighting its strong position in the Asia-Pacific region [3] - The company aims to empower intelligent manufacturing and support industrial progress, connecting over 2.5 million high-value industrial devices across more than 120 countries [3][4] - The Root Cloud platform, developed by Tree Root Technology, is compatible with over 1,100 industrial protocols, facilitating data mining and integration across various industries [4][6] Group 2: Manufacturing Innovations - Tree Root Technology has expanded its services from after-market support to smart manufacturing and intelligent management, focusing on creating standardized products and solutions [4][5] - The company has implemented smart operations in SANY Heavy Industry's factory, utilizing over 1,540 sensors and 200 interconnected robots to generate more than 30TB of data daily [5] - The integration of industrial data into a digital twin system allows for real-time synchronization between physical and virtual factories, enhancing operational efficiency [6] Group 3: Nasta Development - Nasta has evolved from a small ink cartridge manufacturer to a leading player in the laser printer industry, becoming the fourth-largest laser printer manufacturer globally [7][8] - The company launched China's first self-developed laser printer in 2010, marking a significant milestone in the domestic printing industry [9][11] - Nasta's chip subsidiary, Jihai Microelectronics, has expanded its chip technology applications beyond printing, targeting industrial control and new energy vehicles [12][13] Group 4: Mingyang Smart Energy - Mingyang Smart Energy has successfully navigated the challenges posed by Typhoon Haikui, demonstrating the resilience of its offshore wind turbines [15] - The company has transitioned from a follower to a leader in the wind energy sector, with significant advancements in technology and cost efficiency [16] - Mingyang's deep-sea wind turbine projects, including the world's largest floating wind platform, reflect its commitment to innovation and sustainability in the energy sector [18][19]