每经AI快讯，有投资者在投资者互动平台提问：公司与GCL在沙特签订了'双排他协议'，并规划了4万 吨出货目标，请问： 1. 截至目前，沙特工厂的实际月出货量是否符合预期？ 2. 所谓'双排他'，在当前 中东市场竞争加剧的背景下，是否有具体的保底采购金额条款？如果没有达到预期，公司有何应对措 施？ （文章来源：每日经济新闻） 振江股份（603507.SH）1月29日在投资者互动平台表示，公司沙特工厂已开始产能爬坡阶段，出货量 也将逐季增加。 ...

格隆汇1月29日丨振江股份(603507.SH)在投资者互动平台表示，公司沙特工厂已开始产能爬坡阶段，出 货量也将逐季增加。 ...

Core Viewpoint - The company has established a strong technical foundation and manufacturing advantages in the fields of wind power and photovoltaic high-end equipment core components, focusing on precision metal processing, lightweight structural design, and high-reliability product development [1] Group 1: Company Expertise - The company has years of experience in the wind power and photovoltaic sectors, leading to significant technological accumulation and manufacturing strengths [1] - The technologies and products developed by the company are primarily applied in wind power and photovoltaic power station scenarios [1] Group 2: Market Exploration - The company acknowledges the distinct requirements of the space photovoltaic field, which differ significantly from ground applications, and notes that this area is still in the early stages of technological exploration and commercialization [1] - The company is committed to monitoring cutting-edge technologies and market developments in the renewable energy sector, expressing interest in pursuing new business opportunities that align with its strategic development and are commercially viable [1] Group 3: Current Product Applications - The company currently sells a small quantity of anti-loosening fasteners annually for use in components such as the umbilical support structure of the Long March series rockets [1]

Core Viewpoint - The company has established a strong technical foundation and manufacturing advantages in the high-end equipment core components for wind and solar energy, focusing on precision metal processing, lightweight structural design, and high-reliability product development [1] Group 1: Company Focus and Expertise - The company has been deeply engaged in the wind and solar energy sectors for many years, developing significant expertise in key areas [1] - The technologies and products developed by the company are primarily applied in wind power and solar power station scenarios [1] Group 2: Space Photovoltaics and Future Opportunities - The company acknowledges that the space photovoltaic field has distinct requirements compared to ground applications, particularly in material performance, extreme environmental adaptability, and precision control [1] - Currently, the space photovoltaic sector is still in the early stages of technological exploration and commercialization [1] - The company is committed to monitoring cutting-edge technologies and market developments in the renewable energy industry and is open to exploring new business opportunities that align with its strategic development and are commercially viable [1]

证券之星消息，1月28日风电设备板块较上一交易日下跌1.04%，振江股份领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。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) | | --- | --- | --- | --- | --- | --- | --- | | 002487 | 大全車工 | 66.22 | 5.19% | | 19.56万 | 12.48亿 | | 300569 | 天能重工 | 6.38 | 1.43% | | 41.67万 | 2.64亿 | | 688349 | 三一重能 | 28.12 | 1.15% | | 4.73万 | 1.32亿 | | 301557 | 常友科技 | 112.95 | 0.09% | | 6673.0 | 7525.60万 | | 603218 | 日月股份 | 14.23 | 0.07% | | 12.45万 | 1.76亿 | | 300185 | 通裕重丁 | 3.08 | 0.00% | | 86.61万 | 2.65亿 | | ...

1月28日，振江股份跌5.02%，截至发稿，报29.34元/股，成交2.47亿元，换手率4.55%，总市值54.07亿 元。 西部利得绿色能源混合A（015927）成立日期2022年11月29日，最新规模924.09万。今年以来收益 8.47%，同类排名2914/8864；近一年收益68.1%，同类排名993/8126；成立以来收益28.38%。 西部利得绿色能源混合A（015927）基金经理为陈保国。 截至发稿，陈保国累计任职时间5年350天，现任基金资产总规模16.1亿元，任职期间最佳基金回报 202.55%， 任职期间最差基金回报-6.71%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，江苏振江新能源装备股份有限公司 ...

Core Viewpoint - The wind power equipment sector experienced a rise of 1.65% on January 27, with HaiLi Wind Power leading the gains, while the overall market indices showed modest increases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4139.9, up 0.18%, and the Shenzhen Component Index closed at 14329.91, up 0.09% [1]. - The wind power equipment sector's individual stock performances are detailed in a table, highlighting significant gains for several companies [1]. Group 2: Stock Performance - HaiLi Wind Power (301155) closed at 92.13, with a rise of 6.83% and a trading volume of 69,500 shares, resulting in a transaction value of 637 million [1]. - Zhenjiang Co. (603507) saw a 6.81% increase, closing at 30.89, with a trading volume of 152,900 shares and a transaction value of 461 million [1]. - Mingyang Smart Energy (601615) increased by 5.79%, closing at 25.20, with a trading volume of 3,321,000 shares and a transaction value of 7.866 billion [1]. - Other notable performers include Jixin Technology (601218) with a 5.05% increase, Feiwo Technology (301232) up 4.87%, and Zhonghuan Hailu (301040) up 4.16% [1]. Group 3: Capital Flow - The wind power equipment sector experienced a net outflow of 90.89 million from institutional investors, while retail investors saw a net inflow of 83.65 million [2]. - The capital flow table indicates that Mingyang Smart Energy had a net inflow of 283 million from institutional investors, while retail investors had a net outflow of 21.6 million [3]. - Other companies like Daqian Heavy Industry (002487) and Feiwo Technology (301232) also showed varied capital flows, with significant net inflows and outflows from different investor types [3].

Core Viewpoint - The company, Zhenjiang Co., Ltd. (603507), is optimistic about its future growth, aiming for a market capitalization of 50 billion yuan over the next 3 to 10 years, supported by a solid order framework of 15.4 billion yuan and ongoing advancements in its core and new business sectors [1] Group 1: Business Strategy - The company is focusing on enhancing its main business operations to improve efficiency and accelerate order conversion and delivery [1] - There is a commitment to increasing market share and profitability in the wind power core components sector [1] - The company is also prioritizing the technological iteration and commercialization of new businesses, such as exoskeleton robots, to cultivate a second growth curve [1] Group 2: Capital Management - The company plans to conduct capital operations and market value management within a compliant framework [1] - Regular communication with investors and optimization of information disclosure are key strategies to ensure the market recognizes the company's value [1] - The management emphasizes that market capitalization reflects long-term operational results, and they are dedicated to maximizing shareholder interests [1]

证券日报网讯1月23日，振江股份（603507）在互动平台回答投资者提问时表示，公司外骨骼机器人 2025年已在国内两三家景区落地，正推进与脑机接口企业的技术协同落地；具有防松螺纹技术的紧固件 已向中航工业送审并在航空航天领域产生少量收入。公司将持续披露新业务进展，以技术突破和业绩兑 现，推动市场重塑对公司"高端装备+硬科技"的价值认知。 ...

Core Viewpoint - The company is actively engaging with long-term funds such as social security and insurance to optimize information disclosure and market value management, aiming to guide value investment and protect shareholder rights [1] Group 1 - The company is responding to investor inquiries on its interactive platform [1] - The company is focusing on compliance while connecting with long-term funding sources [1] - The company emphasizes the importance of value investment and shareholder rights protection [1]