金融界消息 截至2025年8月12日收盘，三一重能（688349）报收于28.11元，上涨0.9%，换手率2.23%， 成交量5.23万手，成交金额1.47亿元。 天眼查商业履历信息显示，三一重能股份有限公司，成立于2008年，位于北京市，是一家以从事电气机 械和器材制造业为主的企业。企业注册资本122640.4215万人民币，实缴资本99443.075万人民币。公司 法定代表人为周福贵。 通过天眼查大数据分析，三一重能股份有限公司共对外投资了203家企业，参与招投标项目1026次，知 识产权方面有商标信息1条，专利信息1277条，此外企业还拥有行政许可229个。 来源：金融界 资金流向方面，今日主力资金净流入1338.81万元，占比成交额9.14%。其中，超大单净流入135.09万 元、占成交额0.92%，大单净流入1203.73万元、占成交额8.22%，中单净流出流入1250.19万元、占成交 额8.53%，小单净流出2589.00万元、占成交额17.67%。 三一重能最新一期业绩显示，截至2025一季报，公司营业总收入21.87亿元、同比增长26.58%，归属净 利润19125.60万元，同比减少171 ...

Group 1: Policy Changes and Market Impact - Zhangjiakou City has shifted wind power projects from an approval system to a filing system, marking the first local wind power filing policy [1] - The wind power concept index rose from 902.39 points to 956.21 points, a 5.96% increase over three trading days from August 15 to August 17 [1] - On August 17, 14 wind power concept stocks, including Baota Industry and Chuanrun Co., reached their daily limit [1] Group 2: Development of Distributed Wind Power - Distributed wind power is lagging behind onshore and offshore wind power, with only about 10 million kW installed by the end of 2021, representing a low proportion of total wind power capacity [2] - The "Three North" regions accounted for 84% of new wind power installations in the first half of the year, indicating a significant focus on centralized wind power [2] - Cost reduction is crucial for the large-scale promotion of distributed wind power projects due to their smaller scale and higher costs [2] Group 3: Advantages and Future Potential - Distributed wind power has advantages such as proximity to the electricity market, which can reduce or eliminate transmission costs [3] - The flexibility of installation and ease of power consumption make distributed wind power economically viable as costs decrease and efficiency improves [3] - Wind and solar power are expected to account for 65% to 70% of the new energy system in the future, indicating significant growth potential for wind power [3] Group 4: Industry Opportunities and Company Strategies - The "Thousand Villages and Ten Thousand Towns Wind Action" plan aims to adjust the energy structure and promote renewable energy development [4] - The shift to a filing system is expected to simplify the approval process for distributed wind power projects, attracting more companies to participate [4] - Estimates suggest that the annual demand for wind turbines could increase from 50 GW to 60-70 GW during the 14th Five-Year Plan period, with growth rates rising from 10% to 25% from 2023 to 2025 [4] Group 5: Company Engagement in Distributed Wind Power - Several listed companies in the wind power industry are actively engaging in distributed wind power projects, with Yunda Co. expressing optimism about future prospects [5] - By the end of 2021, 13 turbine manufacturers had added distributed wind power installations, with Goldwind Technology leading at 2.672 million kW, accounting for 33.3% of the total [5] - Companies like Dongfang Cable and Xinqianglian are expected to benefit from the rapid growth in new wind power installations [5]

| 002356 | 赫美集 | 1.26 | 1.76 | 3.20 | 3.22 | 0.72 | | --- | --- | --- | --- | --- | --- | --- | | | 团 | | | | | | | 002813 | 路畅科 | 1.45 | 4.69 | 24.37 | 24.54 | 0.72 | | | 技 | | | | | | | 002150 | 通润装 | 1.54 | 3.86 | 12.47 | 12.55 | 0.64 | | | 备 | | | | | | | 002332 | 仙琚制 | 1.07 | 2.85 | 10.34 | 10.41 | 0.64 | | | 药 | | | | | | | 000875 | 吉电股 | 1.74 | 1.57 | 5.24 | 5.27 | 0.63 | | | 份 | | | | | | | 688276 | 百克生 | 2.69 | 1.71 | 23.88 | 24.03 | 0.61 | | | 物 | | | | | | | 601158 | 重庆水 | 0.64 | 0.20 | 4.70 | 4. ...

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index at 3633.69 points, down by 0.16%, while the total trading volume reaches 1,404.55 billion yuan, indicating a mixed performance among stocks [1]. Group 1: Market Performance - The Shanghai Composite Index is currently at 3633.69 points, above the five-day moving average, with a decline of 0.16% [1]. - The total trading volume in the A-share market is 1,404.55 billion yuan [1]. Group 2: Stock Performance - A total of 375 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1]. - The stocks with the highest deviation rates include: - 深水规院 (Shen Shui Gui Yuan) with a deviation rate of 12.22% and a daily increase of 20.00% [1]. - 设研院 (She Yan Yuan) with a deviation rate of 11.15% and a daily increase of 14.81% [1]. - 三一重能 (San Yi Zhong Neng) with a deviation rate of 8.50% and a daily increase of 11.25% [1]. - Other stocks with lower deviation rates that have just crossed the five-day moving average include 盛德鑫泰 (Sheng De Xin Tai), 测绘股份 (Ce Hui Gu Fen), and 慕思股份 (Mu Si Gu Fen) [1].

| 601139 | 深圳燃 | 0.92 | 0.30 | 6.57 | 6.61 | 0.63 | | --- | --- | --- | --- | --- | --- | --- | | | 气 | | | | | | | 002813 | 路畅科 | 1.36 | 2.69 | 24.37 | 24.52 | 0.63 | | | 技 | | | | | | | 000966 | 长源电 | 0.66 | 0.71 | 4.58 | 4.60 | 0.45 | | | 力 | | | | | | | 601158 | 重庆水 | 0.43 | 0.12 | 4.70 | 4.72 | 0.35 | | | 务 | | | | | | | 000875 | 吉电股 | 1.35 | 0.84 | 5.24 | 5.25 | 0.25 | | | 份 | | | | | | | 002032 | 苏泊尔 | 0.21 | 0.08 | 51.32 | 51.39 | 0.14 | | 002157 | 正邦科 | 0.70 | 0.38 | 2.87 | 2.87 | 0.12 | | | 技 | | ...

Market Overview - The Shanghai Composite Index is at 3636.69 points, slightly down by 0.08%, with a total trading volume of 802.9 billion yuan [1] - 21 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates [1] Stocks with Significant Deviation Rates - *ST Yitong has a deviation rate of 2.59%, with a price increase of 4.74% and a turnover rate of 2.93% [1] - Landun Optoelectronics shows a deviation rate of 1.97%, with a price increase of 6.14% and a turnover rate of 10.07% [1] - Guodian Power has a deviation rate of 1.53%, with a price increase of 1.52% and a turnover rate of 0.48% [1] Stocks with Smaller Deviation Rates - Pumen Technology and Jinlang Technology have just crossed the annual line with minor deviation rates of 0.06% and 0.13% respectively [2] - Longi Green Energy has a deviation rate of 0.20%, with a price increase of 0.25% [2]

Core Insights - The report highlights that non-fossil energy generation has become the main contributor to new installed capacity, with wind and solar power accounting for 82.6% of the total new capacity [1] - The wind power industry faces sustainability challenges, including conflicts between capacity expansion and carbon emissions, as well as difficulties in carbon management throughout the lifecycle of wind turbines [1] - Companies are increasingly establishing ESG committees to promote sustainable development from the top down [1] Group 1: ESG Governance Structure - The company has implemented a three-tier ESG governance structure, led by the chairman, to ensure effective execution of ESG goals [5] - The ESG committee sets annual priorities, which are communicated to all departments for coordinated execution [6] - Each department has designated ESG contacts to facilitate collaboration and ensure compliance with ESG objectives [6] Group 2: Carbon Emission Management - The company focuses on reducing greenhouse gas emissions across Scope 1, 2, and 3, with specific targets and regular assessments of progress [7] - A dual-track approach of "self-generated green electricity + purchased green certificates" is employed to optimize energy use and improve efficiency [7] - Challenges in defining Scope 3 emissions arise from the variability in the operational lifespan of wind turbines, complicating accurate carbon footprint assessments [8] Group 3: Sustainable Supply Chain Practices - A Sustainable Procurement Committee has been established to oversee supply chain management and ensure compliance with ESG standards [10] - Suppliers must adhere to ESG requirements and undergo CSR evaluations to assess their sustainability practices [10] - The company prioritizes collaboration with suppliers that demonstrate strong sustainable development capabilities [10] Group 4: Product Lifecycle and Green Technology - The company is working on environmental product declarations (EPD) to assess the environmental impact of products throughout their lifecycle [11] - Continuous optimization of product design and manufacturing processes is aimed at reducing the carbon footprint of wind turbines [11] Group 5: Global Market Strategies - The tightening of global ESG regulations presents both challenges and opportunities for the wind power industry [11] - The company actively sets scientific carbon targets and promotes green transformation across the value chain to align with international market expectations [11] - These initiatives enhance brand reputation and contribute to market share growth in competitive bidding processes [11]

中国经济网北京8月4日讯三一重能(688349.SH)今日股价下跌，截至收盘报25.12元，跌幅1.61%。该股 目前处于破发状态。 三一重能首次公开发行股票募集资金总额为561,091.43万元，募集资金净额为547,069.86万元。三一重能 实际募资净额比原拟募集资金多243,890.72万元。三一重能于2022年6月17日披露的招股说明书显示，该 公司原拟募集资金303,179.14万元，拟用于"新产品与新技术开发项目""新建大兆瓦风机整机生产线项 目""生产线升级改造项目""风机后市场工艺技术研发项目""三一张家口风电产业园建设项目""补充流动 资金"。 三一重能首次公开发行股票的发行费用合计14,021.58万元(不包含增值税)，其中，保荐及承销费用 11,739.30万元。 本次发行由保荐机构相关子公司跟投，跟投机构为中信证券投资有限公司，获配股数为376.5714万股， 占首次公开发行股票数量的比例为2.00%，获配金额1.12亿元，限售期为24个月。 三一重能于2022年6月22日在上交所科创板上市，发行新股18828.57万股，发行价格为29.80元/股，保荐 机构(主承销商)为中信证券， ...

Investment Projects - The company plans to raise 1.88 billion yuan, with 1.088 billion yuan allocated for the production of 1,000 units of 8MW and above onshore wind turbine gearboxes, and 793 million yuan for the production of 800 units of large offshore wind turbine gearboxes in Shantou [2] - The total investment for the projects amounts to 2.524671 billion yuan, with 1.8808 billion yuan expected to be funded through the raised capital [2] Financial Performance - The company reported revenues of 2.487 billion yuan in the first half of 2025, an increase of 81% compared to 1.372 billion yuan in the same period last year [5] - Net profit for the same period was 393 million yuan, up 67.56% from 235 million yuan year-on-year [5] - The company forecasts revenues between 3.94 billion and 4.07 billion yuan for the first nine months of 2025, representing a growth of 61.39% to 66.92% compared to 2.44 billion yuan in the previous year [5] Historical Financial Data - The company's revenue for 2022, 2023, and 2024 was reported at 3.1 billion yuan, 4.442 billion yuan, and 3.715 billion yuan respectively, with net profits of 540 million yuan, 634 million yuan, and 534 million yuan [3] - Total assets as of December 31, 2024, were 6.662 billion yuan, with a debt-to-asset ratio of 57.20% [4] Ownership Structure - The actual controllers of the company, Liu Jianguo and Kong Jinfeng, hold a combined 41.98% of the shares, with Liu Jianguo directly owning 30.53% and Kong Jinfeng 7.63% [7] - Major shareholders include Nanjing Chenrui with 27.48%, Sany Heavy Energy with 25.2%, and Binjing Investment with 13.74% post-IPO [11] Corporate History - The company was established in 2011 and initially operated under the name Beijing Sany Gearbox Equipment Co., Ltd. It acquired production equipment from Sany Heavy Energy in 2017 to enhance its manufacturing capabilities [6]

证券之星消息，8月1日风电设备板块较上一交易日上涨1.57%，通裕重工领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300185 | 通裕重工 | 2.96 | 6.47% | 267.72万 | | 7.82亿 | | 688660 | 电气风电 | 14.76 | 4.98% | 76.69万 | | 11.31亿 | | 301040 | 中环海陆 | 26.91 | 4.34% | 0 6.42万 | | 2697 | | 688349 | 三一重能 | 25.53 | 3.23% | 5.59万 | | 1.43亿 | | 002487 | 大全車工 | 32.85 | 2.91% | 17.08万 | | 5.58亿 | | 301155 | 海力风电 | 67.99 | 2.19% | 3.31万 | | 2.25亿 | | 30 ...