证券之星消息，1月22日风电设备板块较上一交易日上涨1.66%，飞沃科技领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。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 | 187.43 | 8.34% | 9.24万 | 16.74亿 | | 002202 | 金风科技 | 26.89 | 5.66% | 430.49万 | 114.02亿 | | 300185 | 通裕車丁 | 3.05 | 2.69% | 143.76万 | 4.36亿 | | 603218 | 日月股份 | 14.11 | 2.25% | 18.65万 | 2.63亿 | | 600072 | 中船科技 | 11.96 | 2.22% | 26.54万 | 3.17亿 | | 300904 | 威力传动 | 71.39 | 2.20% | 2.38万 | 2659"T | | 301163 | 宏德股份 | 3 ...

中核（象山）核能有限公司所在的浙江省宁波市象山县，是浙江金七门核电项目的所在地，该项目一期 工程正在建设中。据智通财经多方了解，这家新成立的公司或为金七门核电后续工程的业主。金七门核 电项目由中核浙能能源有限公司开发建设，项目规划建设6台百万千瓦级压水堆核电机组，总投资约 1200亿元，分三期建设。上述五家非涉核企业，将成为金七门核电后续二期或三期工程的民营股东。 智通财经1月20日查询国家企业信用信息公示系统发现，注册资本为2.5亿元的中核（象山）核能有限公 司当天成立，经营范围含发电业务、输电业务、供（配）电业务；辐射监测；热力生产和供应等。股东 信息显示，该公司由中核浙能能源有限公司、中核核能开发（北京）有限公司、宁波日月集团有限公 司、民生人寿保险股份有限公司、宏润建设集团股份有限公司、上海毅旗网络科技有限公司、雅戈尔集 团有限公司共同持股。 其中，中核浙能能源有限公司、中核核能开发（北京）有限公司均为国内核电运营巨无霸中国核电 （601985.SH）旗下企业；宁波日月集团为主营机械制造的民营企业，拥有上市公司日月股份 （603218.SH）；民生人寿是国内第一家由民营资本为投资主体的全国性寿险公司； ...

Core Viewpoint - The company emphasizes its strategic shift from production-driven to technology-driven operations, highlighting its collaboration with key clients and the development of advanced products in various energy sectors [1] Group 1: Client Relationships - The company identifies Mingyang Smart Energy as an important client rather than a competitor [1] Group 2: Business Development Initiatives - The company is actively expanding into deep-sea wind power business and developing floating platform technologies [1] - The company is advancing in nuclear power, hydropower equipment, and core components, with nuclear can equipment already in the industrialization phase [1] - A strategic cooperation agreement has been established with the Ningbo Institute of Materials Technology and Engineering of the Chinese Academy of Sciences to jointly build a research center for high-strength, corrosion-resistant special alloy precision castings [1]

Core Viewpoint - The company emphasizes its role as a key customer of Mingyang Smart Energy rather than a competitor, and it aims to transition from a production-driven model to a technology-driven one [1] Group 1: Business Strategy - The company is actively expanding into deep-sea wind power business and developing cutting-edge products such as floating platforms [1] - The company is focusing on the development of nuclear power, hydropower equipment, and core components, with nuclear can equipment already in the industrialization phase [1] - A strategic cooperation agreement has been established with the Ningbo Institute of Materials Technology and Engineering of the Chinese Academy of Sciences to jointly build a "Research and Development Center for High-Strength Corrosion-Resistant Special Alloy Precision Castings" in the field of high-temperature alloys [1]

Group 1 - The core viewpoint of the articles highlights the significant advancements in China's offshore wind power sector, particularly in the Yangtze River Delta region, which is expected to have an installed capacity exceeding 19 million kilowatts by the end of 2025, making it the largest offshore wind power area in the country [1] - The total installed capacity of offshore wind power in China is projected to exceed 100 million kilowatts by the end of the 14th Five-Year Plan, providing a solid foundation for achieving carbon neutrality goals [1] - The successful installation of the world's first 20-megawatt offshore wind turbine in Fujian marks a major breakthrough in the application of large-capacity offshore wind power models, showcasing China's capabilities in independent control of the entire industrial chain and 100% localization of key components [2] Group 2 - The "Tuqiang" project, led by the State Power Investment Corporation, is advancing rapidly and aims to develop the first set of ultra-large floating wind turbine foundations suitable for 20-megawatt turbines by the end of 2026, demonstrating the maturity of key technology routes in deep-sea wind power [3] - The offshore wind power installation capacity in China is expected to reach 11.16 gigawatts by 2026, representing a 64% increase compared to 2025 [4] - Companies like China Three Gorges New Energy are actively promoting the development of offshore wind power industrial parks, while Dayue Heavy Industry is leveraging its expertise in ductile iron technology to enhance its competitiveness in the offshore wind power equipment sector [5][6] Group 3 - The expansion of the wind power market and rapid technological iterations are expected to benefit wind turbine manufacturers, core component suppliers, and wind farm operators, leading to increased orders and market share, ultimately resulting in steady performance growth [7]

证券日报网讯 1月13日，日月股份在互动平台回答投资者提问时表示，公司以球墨铸铁厚大断面技术为 依托，产品广泛运用到风电、注塑机、船舶、核电等领域，暂不涉及商业航天。 （文章来源：证券日报） ...

Group 1 - The company, Rihua Co., Ltd. (603218.SH), utilizes ductile iron thick-section technology in its products, which are widely applied in wind power, injection molding machines, shipping, and nuclear power sectors [1] - The company currently does not engage in the commercial aerospace sector [1]

Group 1 - The core view of the report indicates that domestic wind power demand is steadily increasing, with a significant focus on offshore wind development, which is expected to accelerate under the "14th Five-Year Plan" [1][47] - The report anticipates that the installed capacity of wind power during the "14th Five-Year Plan" will reach 130GW annually, with the proportion of wind power in new energy installations expected to rise from 25% to 50% [1][38] - The report highlights that the European offshore wind market is expected to continue its rapid growth, with a total planned capacity of nearly 100GW, supported by government policies and subsidies [2][51] Group 2 - The domestic wind turbine market is experiencing price increases, with an average bidding price for onshore wind turbines rising by approximately 12% in 2025 compared to 2024 [3][13] - The report notes that the domestic turbine manufacturers are gaining market share in overseas markets, with a projected overseas market share of about 14% in 2024 [3][41] - The report emphasizes the importance of high-voltage direct current (HVDC) technology in the domestic submarine cable market, predicting a significant increase in demand for submarine cables due to the growth of offshore wind and power interconnection projects [4][47] Group 3 - The report identifies a turning point in profitability for domestic marine engineering companies, with increased capacity utilization expected to enhance profitability [5][47] - The report suggests that the domestic marine engineering sector is well-positioned to expand in the European market, where demand for offshore wind foundations is high [5][51] - The report highlights the tight supply of offshore wind foundations in Europe, indicating a potential for domestic companies to capture significant market share [5][51] Group 4 - The report recommends focusing on key companies in the wind power sector, including Goldwind Technology, Yunda Co., and Mingyang Smart Energy, among others [6][10] - The report also highlights the importance of companies involved in submarine cables and marine engineering, such as Daikin Heavy Industries and Dongfang Cable [6][10] - The report indicates that component manufacturers, including Delijia and Weili Transmission, are expected to see increased demand due to the growth of the wind power sector [6][10]

Group 1 - The core viewpoint of the news is that 日月股份 (Riyue Co., Ltd.) has shown significant trading activity and financial performance, with a notable increase in revenue but a decrease in net profit [1][2][3] Group 2 - On January 6, 日月股份 experienced a stock price increase of 2.19%, with a trading volume of 202 million yuan. The financing buy-in amount was 29.79 million yuan, while the financing repayment was 25.49 million yuan, resulting in a net financing buy of 4.30 million yuan [1] - As of January 6, the total financing and securities lending balance for 日月股份 was 318 million yuan, which accounts for 2.28% of its circulating market value, indicating a high level of financing compared to the past year [1] - The company reported a total revenue of 4.855 billion yuan for the period from January to September 2025, representing a year-on-year growth of 52.45%. However, the net profit attributable to shareholders decreased by 14.25% to 434 million yuan [2] - Since its A-share listing, 日月股份 has distributed a total of 1.822 billion yuan in dividends, with 849 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders for 日月股份 increased to 48,400, reflecting a 13.10% rise, while the average circulating shares per person decreased by 11.58% to 21,244 shares [2][3]

Core Viewpoint - Dayun Co., Ltd. has shown a mixed performance in stock price and financial results, with a notable increase in revenue but a decline in net profit year-on-year [2][3]. Group 1: Stock Performance - On January 6, Dayun's stock price increased by 2.04%, reaching 13.52 CNY per share, with a trading volume of 146 million CNY and a turnover rate of 1.06%, resulting in a total market capitalization of 13.93 billion CNY [1]. - Year-to-date, Dayun's stock price has risen by 2.04%, with a 1.81% increase over the last five trading days, a 3.52% increase over the last 20 days, and a 9.81% decrease over the last 60 days [1]. - The net inflow of main funds was 5.89 million CNY, with large orders accounting for 20.52% of purchases and 16.48% of sales [1]. Group 2: Financial Performance - For the period from January to September 2025, Dayun reported a revenue of 4.855 billion CNY, reflecting a year-on-year growth of 52.45%, while the net profit attributable to shareholders decreased by 14.25% to 434 million CNY [2]. - Since its A-share listing, Dayun has distributed a total of 1.822 billion CNY in dividends, with 849 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Dayun had 48,400 shareholders, an increase of 13.10% from the previous period, with an average of 21,244 circulating shares per shareholder, down by 11.58% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 46.255 million shares, an increase of 17.2105 million shares from the previous period [3].