Investment Rating - The report maintains a "Strong Buy" rating for the wind power sector, indicating a positive outlook for the industry [5]. Core Insights - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration jointly issued a plan to stabilize growth in the power equipment industry for 2025-2026, aiming for a 6% annual revenue growth for traditional power equipment and steady growth for new energy equipment [3][12]. - The report highlights significant growth in wind power installations, with a 79.50% year-on-year increase in new installations from January to July 2025, totaling 53.67 GW [3][27]. - The average bidding price for offshore wind turbines has shown a downward trend, with an average of 3266.17 RMB/kW in 2023 [44]. Summary by Sections 1. Industry Dynamics - The report outlines the government's focus on high-quality development in the wind power sector, emphasizing the need for innovation and international collaboration [3][12]. - Key projects include the announcement of a 3GW offshore wind power project in Qingdao [3]. 2. Market Performance - The wind power equipment sector experienced a decline of 2.04% in the week of September 8-12, 2025, underperforming compared to the broader market indices [15][18]. - The TTM price-to-earnings ratio for the wind power equipment index is reported at 35.19, with a market-to-book ratio of 1.93 [7][15]. 3. Installation Data - As of July 2025, the cumulative installed capacity of wind power reached approximately 574.87 million kW, reflecting a year-on-year growth of 22.10% [27][28]. - The report notes that land-based wind power installations accounted for 48.90 GW in the first half of 2025, a 95.52% increase year-on-year [4][27]. 4. Investment Recommendations - The report recommends companies such as Goldwind Technology and Yunda Co., which are expected to benefit from the acceleration of domestic wind power construction and overseas market expansion [8]. - It highlights the importance of large megawatt products and new technologies in enhancing profitability and competitive advantage within the industry [8].

（编辑 楚丽君） 证券日报网讯 9月15日晚间，中际联合发布公告称，2025年半年度利润分配方案为每股派发现金红利 0.37元（含税），股权登记日为2025年9月22日，除权（息）日及现金红利发放日均为2025年9月23日。 ...

证券代码：605305 证券简称：中际联合 公告编号：2025-063 中际联合（北京）科技股份有限公司 2025年半年度权益分派实施公告 重要内容提示： 每股分配比例 A 股每股现金红利0.37元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/9/22 | － | 2025/9/23 | 2025/9/23 | 差异化分红送转： 否 一、通过分配方案的股东会届次和日期 本次利润分配方案经中际联合（北京）科技股份有限公司（以下简称"公司"） 2025 年 9 月 8 日的2025年第一次临时股东会审议通过。 二、分配方案 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。 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公 司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本21 ...

Group 1 - A total of 67 stocks experienced block trading on September 15, with a total transaction value of 2.22 billion yuan [1] - The top three stocks by transaction value were Hangzhou Steel (2.5 billion yuan), Guangqi Technology (2.23 billion yuan), and Demingli (2.04 billion yuan) [1] - Among the stocks, 10 were traded at par, 4 at a premium, and 53 at a discount; Zhejiang Meida, SF Holding, and HNA Technology had the highest premium rates of 9.04%, 7.06%, and 1.35% respectively [1] Group 2 - The top stocks by institutional buying were Hangzhou Steel (250 million yuan), Jiangsu Leili (198 million yuan), and Haiguang Information (106 million yuan) [2] - Other notable institutional purchases included Caida Securities (63.6 million yuan), BGI (25 million yuan), and Ningde Times (20.9 million yuan) [2] Group 3 - The top stocks by institutional selling included Xinyi Technology (21 million yuan), Ningde Times (20.9 million yuan), and BYD (20.8 million yuan) [3]

9月15日，中际联合大宗交易成交12.73万股，成交额470.61万元，占当日总成交额的1.7%，成交价36.98 元，较市场收盘价37.51元折价1.41%。 | 2025-09-15 | 中隊联合 | 605305 | 36.98 470.61 | 12.73 | 机构专用 | 华泰证券股份有限 conce concess: concer concess of | No | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 证券简称 | | 证券代码 | 成交价(元) 成交盒额(万元) 成交量(*) 买入营业部 | | | 要出营业部 公司杭州学院路证 | 是否为变场 | ...

Investment Rating - The report maintains a "Buy" rating for companies such as Goldwind Technology, Yunda Co., and Daikin Heavy Industries, while recommending "Hold" for companies like Taisheng Wind Energy and Jinlei Co. [1][4] Core Insights - The wind power sector is experiencing accelerated construction, with significant growth in offshore wind power connections in the first half of 2025. The reform of the bidding system is expected to drive wind turbine prices upward. [4][55] - The report highlights the increasing demand for large-scale wind turbines and the application of new technologies, which are expected to enhance the development space for the entire industry. [4][55] Industry Dynamics - Zhejiang and Beijing have released proposals for market-oriented pricing reforms for renewable energy, with specific pricing set at 0.4153 CNY/kWh for existing projects. [2][12] - The wind power sector saw a significant increase in installed capacity, with 53.67 GW added in the first seven months of 2025, representing a 79.50% year-on-year growth. [27][28] - The average price for offshore wind turbines has shown a downward trend, currently at 3266.17 CNY/kW. [3][47] Stock Performance - The wind power equipment sector index increased by 3.28% in the week of September 1-5, 2025, outperforming the broader market indices. [21][22] - Key stocks such as Goldwind Technology and Yunda Co. led the gains with increases of 18.46% and 18.22%, respectively. [21][25] Macro Data and Wind Power Industry Tracking - The GDP for the first half of 2025 was reported at 66.05 trillion CNY, with a growth rate of 5.3%. [23][26] - The total electricity consumption in the first seven months of 2025 was 58633 billion kWh, reflecting a 4.5% increase year-on-year. [23][26] Investment Recommendations - The report suggests focusing on companies that are well-positioned to benefit from the accelerating offshore wind power construction and the expansion of overseas markets. [55][56] - Specific recommendations include Goldwind Technology and Yunda Co. for the main turbine segment, Daikin Heavy Industries and Taisheng Wind Energy for tower and pile segments, and Jinlei Co. and Riyue Co. for casting and forging segments. [55][56]

Core Viewpoint - Zhongji United's stock has shown significant volatility, with a year-to-date increase of 38.06% but a recent decline in the last five and twenty trading days [1][2] Group 1: Stock Performance - As of September 12, Zhongji United's stock price was 38.49 CNY per share, with a market capitalization of 8.18 billion CNY [1] - The stock experienced a net outflow of 554.59 thousand CNY in principal funds, with large orders showing a buy of 1.55 million CNY and a sell of 1.61 million CNY [1] - The stock has fluctuated with a 60-day increase of 45.08% and a 20-day decrease of 5.55% [1] Group 2: Financial Performance - For the first half of 2025, Zhongji United reported revenue of 818 million CNY, representing a year-on-year growth of 43.52%, and a net profit of 262 million CNY, up 86.61% [2] - The company has distributed a total of 330 million CNY in dividends since its A-share listing, with 205 million CNY in the last three years [3] Group 3: Shareholder Information - As of September 10, the number of shareholders increased by 5.04% to 22,700, with an average of 9,355 circulating shares per shareholder, down 4.80% [2] - Notable institutional shareholders include Baodao Huitai Preferred Mixed A and Hong Kong Central Clearing Limited, both of which are new entrants among the top ten circulating shareholders [3]

9月10日，中际联合盘中下跌2.05%，截至10:36，报38.64元/股，成交1.23亿元，换手率1.47%，总市值 82.12亿元。 中际联合所属申万行业为：机械设备-工程机械-工程机械整机。所属概念板块包括：小盘、工程机械、 海上风电、风能、专精特新等。 中际联合今年以来股价涨38.59%，近5个交易日涨5.63%，近20日跌0.69%，近60日涨40.31%。 机构持仓方面，截止2025年6月30日，中际联合十大流通股东中，博道惠泰优选混合A（016840）位居 第五大流通股东，持股376.61万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持股 316.68万股，为新进股东。交银趋势混合A（519702）位居第十大流通股东，持股233.66万股，相比上 期减少40.92万股。 今年以来中际联合已经1次登上龙虎榜，最近一次登上龙虎榜为7月16日。 责任编辑：小浪快报 截至8月29日，中际联合股东户数2.16万，较上期增加3.03%；人均流通股9826股，较上期减少2.95%。 2025年1月-6月，中际联合实现营业收入8.18亿元，同比增长43.52%；归母净利润2.62亿元，同比增长 86 ...

Group 1 - The company announced the election of Ms. Gu Yu as the employee representative director of the fourth board of directors during the third employee representative meeting of 2025 [2]

责任编辑：小浪快报 第1笔成交价格为39.54元，成交50.00万股，成交金额1,977.00万元，溢价率为-1.40%，买方营业部为国 联民生证券股份有限公司无锡盛岸西路证券营业部，卖方营业部为华泰证券股份有限公司杭州学院路证 券营业部。 进一步统计，近3个月内该股累计发生9笔大宗交易，合计成交金额为1.82亿元。该股近5个交易日累计 上涨7.33%，主力资金合计净流入5912.91万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月8日，中际联合收涨3.62%，收盘价为40.10元，发生1笔大宗交易，合计成交量50万股，成交金额 1977万元。 ...