证券时报·数据宝统计，截至今日上午10:29，上证综指3876.98点，收于年线之上，涨跌幅为0.17%，A 股总成交额为7861.86亿元。到目前为止，今日有193只A股价格突破了年线，其中乖离率较大的个股有 益民集团、美联新材、禾望电气等，乖离率分别为9.76%、7.37%、6.07%；城发环境、德冠新材、光正 眼科等个股乖离率较小，刚刚站上年线。 （文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 600824 | 益民集 团 | 10.11 | 7.10 | 4.46 | 4.90 | 9.76 | | 300586 | 美联新 材 | 11.21 | 6.15 | 9.97 | 10.71 | 7.37 | | 603063 | 禾望电 气 | 6.79 | 7.73 | 30.86 | 32.73 | 6.07 | | 603777 | 来伊份 | 10.01 ...

Group 1 - Wind power equipment sector increased by 0.77% on December 17, with He望电气 leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up 1.19%, while the Shenzhen Component Index closed at 13224.51, up 2.4% [1] - He望电气's closing price was 30.65, reflecting a rise of 5.36% with a trading volume of 238,100 shares and a transaction value of 708 million yuan [1] Group 2 - The wind power equipment sector saw a net outflow of 376 million yuan from institutional investors, while retail investors had a net inflow of 444 million yuan [2] - The trading data for various companies showed that He望电气 had a net inflow of 80.12 million yuan from institutional investors, while retail investors had a net outflow of 78.23 million yuan [3] - Other companies like 运达股份 and 德力佳 also experienced varying degrees of net inflows and outflows from different investor types [3]

证券日报网讯12月16日，禾望电气（603063）在互动平台回答投资者提问时表示，公司风电、光伏和储 能业务均计入新能源电控业务，新能源电控业务收入未单独拆分。 ...

证券日报网讯12月16日，禾望电气（603063）在互动平台回答投资者提问时表示，公司2025年回购方案 的实施期限为2025年4月12日至2026年4月11日。 ...

禾望电气（603063.SH）12月16日在投资者互动平台表示，投资者您好，公司的储能变流器支持构网型 功能和毫秒级一次调频功能，储能产品数据包含在新能源电控业务中，未进行单独拆分，感谢您的关 注！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司的储能变流器是否支持构网型模式和毫秒级一次 调频功能？公司储能变流器大约占整体营业收入的比重？前三季度储能变流器的收入增速和毛利率情 况？ ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司数据中心电源研发业务预计2026年能部分达 成营收吗？ 禾望电气（603063.SH）12月16日在投资者互动平台表示，投资者您好，关于数据中心业务，公司目前 已有相关产品在研发。感谢您的关注！ ...

证券之星消息，12月15日风电设备板块较上一交易日上涨0.28%，飞沃科技领涨。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301040 | 中环海陆 | 30.67 | -4.48% | 9.18万 | 2.84亿 | | 688660 | 电气风电 | 16.46 | -3.97% | 18.42万 | 3.05亿 | | 603063 | 禾望电气 | 30.70 | -1.41% | 16.41万 | 5.05亿 | | 301155 | 海力风电 | 81.15 | -1.39% | 2.09万 | 1.71亿 | | 300185 | 通裕重工 | 2.94 | -1.34% | 80.86万 | 2.39 乙 | | 603985 | 恒润股份 | 14.55 | -1.15% | 8.04万 | 1.18亿 | | 301456 | 盘古智能 | 2 ...

Group 1: Core Insights - The report highlights a new growth cycle for energy storage, projecting significant increases in installed capacity and demand in both domestic and international markets [2][5][32] - Domestic energy storage demand is driven by capacity pricing and innovative business models, with a projected installed capacity of 163 GWh in 2025, a 47% year-on-year increase, and 265 GWh in 2026, a 60% increase [2][32] - Internationally, the U.S. is experiencing a surge in demand due to AI data centers, while Europe and emerging markets are also showing strong growth potential [2][34] Group 2: Domestic Market Dynamics - In the domestic market, the introduction of capacity pricing subsidies by local governments has significantly boosted the internal rate of return (IRR) for energy storage projects, with IRR rates ranging from 6% to 12% [2][13] - The report notes that from January to November 2025, domestic energy storage bidding reached 190 GWh, a 138% increase year-on-year, with a total of 175 GWh awarded [2][27] - The cumulative installed capacity of domestic energy storage reached 72 GWh from January to October 2025, marking a 42% increase year-on-year [2][27] Group 3: International Market Trends - The U.S. is expected to see a demand for approximately 53 GWh of new energy storage installations in 2025, driven by AI data centers and peak load shortages [2][34] - In Europe, the energy storage market is projected to grow significantly, with an expected installation of 20 GWh in 2025, a 131% increase year-on-year, and 42 GWh in 2026, a 109% increase [2][34] - Emerging markets, particularly in the Middle East, Australia, Southeast Asia, and South America, are anticipated to contribute to a combined installation of 34 GWh in 2025, a 220% increase year-on-year [2][34] Group 4: Industry Chain and Competitive Landscape - The global demand for energy storage batteries is projected to reach 628 GWh in 2025, a 91% increase, and 663 GWh in 2026, a 61% increase [2][6] - The report indicates that leading companies in the energy storage sector, such as Tesla and BYD, are expected to strengthen their market positions as battery prices stabilize and production capacity increases [2][6] - The integration of large battery cells is expected to reduce system costs by 10-15%, enhancing the competitive advantage of leading firms [2][6] Group 5: Investment Recommendations - The report recommends strong investment in large-scale energy storage companies, including Sungrow Power Supply, CATL, and BYD, as they are positioned to benefit from the anticipated growth in the market [2][6] - It also highlights the potential for growth in residential and commercial energy storage sectors, suggesting companies like DeYe and Airo Energy as promising investment opportunities [2][6]

证券之星消息，12月12日风电设备板块较上一交易日上涨1.08%，飞沃科技领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301232 | 飞沃科技 | 109.50 | 9.28% | 11.41万 | | 12.07亿 | | 688186 | 广大特材 | 23.35 | 8.10% | 21.00万 | | 4.82 Z | | 603063 | 禾望电气 | 31.14 | 7.01% | 42.65万 | | 13.09亿 | | 301040 | 中环海陆 | 32.11 | 5.18% | 16.59万 | | 5.36亿 | | 603507 | 振江股份 | 24.82 | 3.37% | 10.48万 | | 2.58亿 | | 301456 | 盘古智能 | 29.12 | 2.97% | 2.46万 | | 7156.9 ...

关于公司完成工商变更登记的公告 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。 深圳市禾望电气股份有限公司（以下简称"公司"）于 2025 年 11 月 11 日、 2025 年 11 月 28 日分别召开 2025 年第六次临时董事会会议和 2025 年第二次临 时股东会会议，审议通过了《关于取消监事会并修订<公司章程>的议案》，同意 取消监事会，《监事会议事规则》相应废止，对《公司章程》部分条款进行修订， 并办理工商登记手续。具体内容详见公司分别于 2025 年 11 月 12 日、2025 年 11 月 29 日在上海证券交易所网站披露的《深圳市禾望电气股份有限公司关于取消 监事会并修订<公司章程>及修订、制定部分治理制度的公告》（公告编号： 2025-097）、《深圳市禾望电气股份有限公司 2025 年第二次临时股东会决议公告》 （公告编号：2025-101）。 公司于 2025 年 11 月 28 日召开职工代表大会，经全体与会职工代表表决， 选举李小康先生为公司第四届董事会职工代表董事，具体内容详见公司于 2025 ...