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].

Group 1 - The company completed the registration change and received a new business license after reducing its registered capital due to the repurchase and cancellation of 75,000 restricted stocks held by three former employees [1][2] - The total number of shares after the repurchase changed from 1,030,416,250 shares to 1,030,341,250 shares, and the registered capital decreased from 1,030,416,250 yuan to 1,030,341,250 yuan [1][2] - The company’s updated business information includes a unified social credit code, type as a listed joint-stock company, and a registered capital of 1,030,341,250 yuan [2] Group 2 - The company announced the resignation of its sales head, Zhu Hengsheng, effective immediately upon receipt of his resignation report [3][4] - Zhu Hengsheng confirmed that there were no disagreements with the board or management and that he had completed the necessary work handover [4] - The board expressed gratitude for Zhu Hengsheng's contributions during his tenure [4]

证券代码：603218 证券简称：日月股份 公告编号：2026-002 日月重工股份有限公司 姓名 离任职务 离任时间 原定任期 到期日 离任原因 是否继续在上 市公司及其控 股子公司任职 具体职 务（如 适用） 是否存在 未履行完 毕的公开 承诺 朱恒盛 销售负责 人 2025 年 12 月 31 日 2026年 7 月 31 日 个人职业 规划 否 不适用 否 一、高级管理人员离任情况 关于公司高级管理人员离任的公告 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。 日月重工股份有限公司（以下简称"公司"）董事会于 2025 年 12 月 31 日收 到公司销售负责人朱恒盛先生递交的辞职报告。具体情况如下： 二、高级管理人员离任对公司的影响 根据《中华人民共和国公司法》《日月重工股份有限公司章程》及相关规定， 朱恒盛先生的辞职不会影响公司的正常运作及经营管理，其辞职报告自送达董事 会之日起生效。朱恒盛先生确认与公司董事会及管理层无任何意见分歧，亦没有 任何其他事项须提请公司及公司股东注意，并已按照公司有关规定做好工作交接。 ...

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 10 月 29 日召开第六 届董事会第十六次会议，审议通过了《关于减少注册资本并修订公司章程的议 案》。根据公司《2023 年限制性股票激励计划》及相关法律法规的规定，鉴于首 次授予的 3 名激励对象因个人原因已离职，已不符合《2023 年限制性股票激励计 划》有关激励对象的规定。上述人员持有的尚未解除限售的限制性股票合计 75,000 股，由公司进行回购注销。上述回购注销完成后，公司股份总数由 1,030,416,250 股 变 更 为 1,030,341,250 股 ， 公 司 注 册 资 本 也 相 应 由 1,030,416,250 元减少为 1,030,341,250 元。具体内容详见公司于 2025 年 10 月 30 日在上海证券交易所网站及同日于指定披露媒体披露的《关于减少注册资本并 修订公司章程的公告》（公告编号：2025-052）。 中国证券登记结算有限责任公司上海分公司对上述股份已于 2025 年 1 ...

南财智讯1月4日电，日月股份公告，公司董事会于2025年12月31日收到销售负责人朱恒盛先生递交的辞 职报告。朱恒盛先生因个人职业规划原因辞去销售负责人职务，辞职报告自送达董事会之日起生效。朱 恒盛先生不再继续在上市公司及其控股子公司任职，不存在未履行完毕的公开承诺。 ...

Group 1 - The core viewpoint of the news is that Riyue Co., Ltd. experienced a decline in stock price, closing at 13.21 yuan per share, with a market capitalization of 13.611 billion yuan [1] - Riyue Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on December 13, 2007, with its listing date on December 28, 2016 [1] - The company's main business involves the research, development, production, and sales of large heavy machinery castings, with the revenue composition being 87.51% from ductile iron products, 8.06% from others, 1.71% from supplementary items, 1.67% from molds, and 1.05% from alloy products [1] Group 2 - Among the top ten circulating shareholders of Riyue Co., Ltd., a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 51,100 shares in the third quarter [2] - The Southern CSI 1000 ETF (512100) has a current scale of 76.63 billion yuan and has achieved a return of 29.2% this year, ranking 1850 out of 4195 in its category [2] - The fund manager, Cui Lei, has been in charge for 7 years and 55 days, with the fund's total asset size at 122.76 billion yuan, achieving a best return of 200.55% and a worst return of -15.93% during the tenure [2]

（编辑 任世碧） 证券日报网讯 12月29日，日月股份发布公告称，根据全国高新技术企业认定管理工作领导小组办公室 于2025年12月26日发布的《对宁波市认定机构2025年认定报备高新技术企业进行备案的公告》，公司及 全资孙公司宁波明凌科技有限公司被列入宁波市认定机构2025年认定报备的高新技术企业备案名单。公 司及宁波明凌科技有限公司本次高新技术企业认定系原高新技术企业证书有效期满后进行的重新认定。 ...

公司及宁波明凌科技有限公司本次高新技术企业认定系原高新技术企业证书 有效期满后进行的重新认定。 根据《中华人民共和国企业所得税法》及《高新技术企业认定管理办法》等相 关规定，公司及宁波明凌科技有限公司自通过高新技术企业认定当年起连续三个会 计年度（即 2025 年度、2026 年度、2027 年度）可享受国家关于高新技术企业的相 关税收优惠政策，即按 15%的税率缴纳企业所得税。 本次认定事项不会对公司当期经营业绩产生重大影响，敬请广大投资者注意投 资风险。 日月重工股份有限公司 关于公司及子公司通过国家高新技术企业认定的公告 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。 根据全国高新技术企业认定管理工作领导小组办公室于 2025 年 12 月 26 日发 布的《对宁波市认定机构 2025 年认定报备高新技术企业进行备案的公告》，日月 重工股份有限公司（以下简称"公司"）及全资孙公司宁波明凌科技有限公司被列 入宁波市认定机构 2025 年认定报备的高新技术企业备案名单。具体情况如下： | 序号 | 企业名称 | 证书编号 | ...