董事兼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： 董事兼高级管理人员持股的基本情况 截至本公告披露日，日月重工股份有限公司（以下简称"公司"）董事兼副 总经理张建中先生持有公司股份 627,920 股，占公司现有股份总数的 0.0609%， 上述股份来源于公司股权激励授予及股份转增。 减持计划的主要内容 自本公告发布之日起 15 个交易日后 3 个月内，张建中先生拟通过集中竞价 方式减持其所持有的公司无限售条件流通股合计不超过 156,900 股，约占公司股 份总数的 0.0152%。若减持计划实施期间公司有派息、送股、资本公积金转增股 本、增发、配股等除权除息事项，上述拟减持股份数量将相应进行调整。 证券代码：603218 证券简称：日月股份 公告编号：2025-048 日月重工股份有限公司 公司于 2025 年 10 月 15 日收到张建中先生《关于计划减持日月重工股份有 限公司股份的告知函》，现将有关情况公告如下： | 股东名称 | 张建中 | | | | -- ...

(本文来自第一财经) 日月股份公告，公司董事兼副总经理张建中拟自本公告发布之日起15个交易日后3个月内，通过集中竞 价方式减持其所持有的公司无限售条件流通股合计不超过156900股，约占公司股份总数的0.0152%。 ...

日月股份10月15日晚间公告，公司董事兼副总经理张建中计划自2025年11月6日起3个月内，通过集中竞 价方式减持公司股份不超过15.69万股，占公司总股本的0.0152%。减持股份来源于股权激励授予及转增 股份，减持原因为自身资金需求。本次减持不设价格区间。 ...

南财智讯10月15日电，日月股份公告，公司董事兼副总经理张建中先生计划自2025年11月6日至2026年2 月5日，通过集中竞价方式减持其持有的不超过15.69万股公司股份，占公司总股本的比例不超过 0.0152%。此次减持原因为个人资金需求。张建中先生当前持有公司62.792万股，占公司总股本的 0.0609%，股份来源于股权激励授予及股份转增。公司强调，本次减持计划不会对公司的治理结构和持 续经营产生重大影响，且公司将监督相关股东遵守相关法律法规，并及时履行信息披露义务。 ...

Core Insights - The wind power equipment sector saw a 0.7% increase on October 15, with Zhonghuan Hailu leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Wind Power Equipment Sector Performance - Zhonghuan Hailu (301040) closed at 24.07, up 6.08% with a trading volume of 95,900 shares and a transaction value of 227 million [1] - Electric Wind Power (688660) closed at 20.40, up 4.29% with a trading volume of 339,800 shares and a transaction value of 677 million [1] - Tai Sheng Wind Energy (300129) closed at 8.45, up 3.94% with a trading volume of 506,100 shares and a transaction value of 421 million [1] - Other notable performers include Jin Lei Co. (300443) up 3.87%, Shuangyi Technology (300690) up 3.56%, and Changyou Technology (301557) up 3.10% [1] Capital Flow Analysis - The wind power equipment sector experienced a net outflow of 320 million from institutional investors and 210 million from retail investors, while retail investors saw a net inflow of 531 million [2] - The capital flow for individual stocks indicates that Tai Sheng Wind Energy had a net inflow of 35.63 million from institutional investors, while it faced a net outflow of 42.72 million from retail investors [3] - Other stocks like He Wang Electric (603063) and Tian Shun Wind Energy (002531) also showed mixed capital flows, with varying net inflows and outflows from different investor categories [3]

证券代码：603218 证券简称：日月股份 公告编号：2025-047 日月重工股份有限公司 关于选举职工董事的公告 附件：简历 虞洪康，男，1964 年出生，中国国籍，无境外永久居留权，中共党员，大专 学历。历任鄞县马铁厂生产科副科长，宁波纺织机械厂鄞县铸造分厂生产科副科长， 宁波日月机械铸造公司生产科副科长，宁波日月集团有限公司生产科长、副总经理、 监事，宁波日星铸业有限公司监事，宁波日月铸造有限公司董事，宁波宁动日月铸 造有限公司董事，宁波教育实业集团有限公司董事。现任公司职工董事、副总经理。 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。 日月重工股份有限公司（以下简称"公司"）于 2025 年 9 月 17 日召开 2025 年第一次临时股东大会，审议通过了《关于取消监事会并修订<公司章程>的议案》。 根据修订后的《公司章程》规定，公司设职工董事 1 名，由公司职工通过职工代表 大会、职工大会或者其他形式民主选举产生。 公司于 2025 年 9 月 30 召开公司职工代表大会，经与会职工代表选举并审议， 同意选举虞洪 ...

Group 1 - Wind power equipment sector increased by 2.26% on September 26, with Weili Transmission leading the gains [1] - Shanghai Composite Index closed at 3828.11, down 0.65%, while Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Notable stock performances include Weili Transmission up 20.00% to 79.27, Jixin Technology up 10.10% to 5.67, and Mingyang Smart Energy up 9.99% to 15.53 [1] Group 2 - The wind power equipment sector saw a net inflow of 717 million yuan from main funds, while retail investors experienced a net outflow of 483 million yuan [2] - Key stocks with significant main fund inflows include Mingyang Smart Energy with 340 million yuan and Jixin Technology with 132 million yuan [3] - Retail investors showed notable outflows in stocks like Weili Transmission and Jixin Technology, with outflows of 396 million yuan and 814 million yuan respectively [3]

Core Viewpoint - The A-share market experienced a downturn on September 26, with all three major indices closing lower, while the wind power equipment index rose by 2.67%, indicating a divergence in sector performance amid broader market challenges [1] Industry Summary - On September 24, China announced a new round of national contribution targets, aiming for wind and solar power generation capacity to exceed six times the 2020 levels by 2035, targeting a total of 3.6 billion kilowatts [1] - As of the end of August this year, China's total installed capacity for wind and solar power surpassed 1.69 billion kilowatts, creating new growth opportunities for the wind power industry [1]

Core Viewpoint - The wind power equipment sector in the A-share market has seen a strong rally, with significant increases in stock prices for key companies, driven by favorable government policies and growth projections for renewable energy [1][2]. Industry Summary - As of September 26, the wind power equipment index rose by 4.5%, with companies like Weili Transmission, Jixin Technology, Mingyang Smart Energy, and Riyue Co. reaching their daily price limits [1][2]. - The Chinese government has announced a new round of national contributions, aiming for non-fossil energy consumption to account for over 30% of total energy consumption by 2035, with wind and solar power capacity expected to reach six times the 2020 levels, targeting 3.6 billion kilowatts [3]. - Current installed capacity for wind and solar energy in China exceeds 1.69 billion kilowatts, indicating substantial growth potential for the wind power industry [3]. - To meet the 2035 targets, an average annual installation of nearly 200 gigawatts (GW) of wind and solar capacity is required, with wind power expected to grow by approximately 65 GW annually over the next decade [3]. - A report by Wood Mackenzie forecasts that global annual new wind power installations will exceed 170 GW over the next five years, with a peak of 200 GW expected by 2034 [4]. Company Summary - The wind power industry is experiencing a positive development phase characterized by rising prices and increased installation volumes. In the first five months of 2025, domestic new wind power installations reached 46.28 GW, a year-on-year increase of 134% [4]. - Wind turbine prices are recovering, with the average bidding price for onshore wind turbines reaching 1,552 yuan per kW in the first seven months of 2025, a 9% increase from the previous year [4].

Core Viewpoint - The wind power equipment sector has shown significant strength, with multiple companies experiencing substantial stock price increases, indicating a positive market sentiment towards the industry [1] Group 1: Market Performance - Jixin Technology (601218) has achieved two consecutive trading limits, while Riyue Co. (603218), Mingyang Smart Energy (601615), and Weili Transmission (300904) have reached their daily price limits [1] - Other companies such as Tianneng Heavy Industry (300569) and Pangu Intelligent (301456) have seen stock price increases exceeding 10% [1] - Companies like Tongyu Heavy Industry (300185), Tianshun Wind Energy (002531), Xinqianglian (300850), Dajin Heavy Industry (002487), and Feiwo Technology (301232) have also experienced upward trends in their stock prices [1] Group 2: Industry Insights - Ping An Securities highlights that the hydrogen and ammonia business is essentially an extension of the power station business [1] - Following the implementation of Document No. 136, there were initial concerns regarding the development prospects of wind turbine companies' power station businesses [1] - With policy support for green liquid fuels and increased investments by wind turbine companies in hydrogen and ammonia, the potential for power station business has expanded [1] - The current environment presents a threefold resonance for wind turbine companies, including an upward turning point in domestic wind turbine manufacturing profitability, upcoming performance realization from overseas markets, and an increase in hydrogen and ammonia contributions to power station businesses [1] - The outlook for investment opportunities in wind power equipment manufacturers is positive [1]