2025年度公司持续严控费用，期间费用率较上年同期下降4个百分点。同时，公司投资的联营企业本期 盈利较好，使得本期确认的投资收益较上年同期大幅增加。虽然公司着力控费增效，但由于海上风电市 场竞争加剧，本年度公司海上风机产品销售价格同比有所下降，叠加部分海上风电项目建设进度延期， 导致海上风机销售订单交付放缓，未能按计划转化为销售收入。同时受年内市场装机高峰影响，部分零 部件价格上涨，供应链降本不及预期。以上因素共同导致本年度产品毛利率同比下降，营业利润相应减 少。 格隆汇2月27日丨电气风电(688660.SH)公布2025年度业绩快报，经公司初步核算，本报告期公司营业总 收入为136.81亿元，较上年同期增加31.07%；归属于母公司所有者的净利润为-9.89亿元。 ...

格隆汇2月27日丨电气风电(688660.SH)公布2025年度业绩快报，经公司初步核算，本报告期公司营业总 收入为136.81亿元，较上年同期增加31.07%；归属于母公司所有者的净利润为-9.89亿元。 2025年度公司持续严控费用，期间费用率较上年同期下降4个百分点。同时，公司投资的联营企业本期 盈利较好，使得本期确认的投资收益较上年同期大幅增加。虽然公司着力控费增效，但由于海上风电市 场竞争加剧，本年度公司海上风机产品销售价格同比有所下降，叠加部分海上风电项目建设进度延期， 导致海上风机销售订单交付放缓，未能按计划转化为销售收入。同时受年内市场装机高峰影响，部分零 部件价格上涨，供应链降本不及预期。以上因素共同导致本年度产品毛利率同比下降，营业利润相应减 少。 ...

证券代码：688660 证券简称：电气风电 公告编号：2026-002 上海电气风电集团股份有限公司 2025 年度业绩快报公告 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、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为公司初步核算数据，未经会计师事务所 审计，具体数据以公司2025年年度报告为准，提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：万元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度(%) | | --- | --- | --- | --- | | 营业总收入 | 1,368,119.42 | 1,043,802.05 | 31.07 | | 营业利润 | -103,893.98 | -90,666.53 | 不适用 | | 利润总额 | -103,710.29 | -90,204.82 | 不适用 | | 归属于母公司所有者的净利润 | -98,891.53 | -78,478.54 | 不适用 | | 归属于母公司所有者的扣除非经常性损 益的净利润 | -101,047.43 | ...

格隆汇2月27日｜电气风电发布业绩快报，2025年度公司营业总收入为136.81亿元，同比增长31.07%； 净利润亏损9.89亿元，上年同期亏损7.85亿元。2025年度公司持续严控费用，期间费用率较上年同期下 降4个百分点。同时，公司投资的联营企业本期盈利较好，使得本期确认的投资收益较上年同期大幅增 加。虽然公司着力控费增效，但由于海上风电市场竞争加剧，本年度公司海上风机产品销售价格同比有 所下降，叠加部分海上风电项目建设进度延期，导致海上风机销售订单交付放缓，未能按计划转化为销 售收入。 ...

天眼查App显示，近日，大唐(揭阳)绿色能源有限公司成立，法定代表人为赵刚，注册资本500万人民 币，经营范围含发电业务、输电业务、供(配)电业务，供电业务，输电、供电、受电电力设施的安装、 维修和试验，化工产品生产等，由中国大唐集团有限公司、揭阳市投资控股集团有限公司、电气风电 (688660)共同持股。 ...

大唐（揭阳）绿色能源有限公司 南方财经2月26日电，天眼查App显示，近日，大唐（揭阳）绿色能源有限公司成立，法定代表人为赵刚，注册资本500万人民币，经营范围含发电业务、输 电业务、供（配）电业务，供电业务，输电、供电、受电电力设施的安装、维修和试验，化工产品生产等，由中国大唐集团有限公司、揭阳市投资控股集团 有限公司、电气风电（688660）共同持股。 《 在 用 的 商 业 查 询 工 具 家中小企业发展子基金旗下机构 查老板 查关系 查风险 查公司 | 基本信息 14 | 法律诉讼 | 经营风险 | 经营信息 | | --- | --- | --- | --- | | 工商信息 ● | | | | | 工商信息 历史工商信息0 | | | | | 企业名称 | 大唐（揭阳）绿色能源有限公司 | | | | 法定代表人 | 産 赵刚 捻关联企业 8 | 登记状态 ② | 存续 | | | | 成立日期 | 2026-02-1 | | 统一社会信用代码 2 | 91445224MAK7UUF35N | 注册资本 2 | 500万人民 | | 工商注册号 | 445224000112291 | 纳税人识别号 ...

电气风电股价在近期呈现反弹态势。根据实时行情数据，截至2026年2月13日09:37，公司股价报14.31 元，当日上涨2.51%，5日累计涨幅2.65%，但年初至今仍下跌15.87%。资金流向方面，当日主力净流入 329.86万元，超大单净流入392.81万元，显示短期资金关注度提升。公司所属风电设备板块同期下跌 0.69%，大盘指数则小幅调整。股价表现可能与新订单利好及市场对新能源板块的情绪回暖相关。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近期电气风电在订单获取方面表现活跃，多项海上风电和分散式风电项目取得进展。根据相 关报道，2月6日公司再获申能海南CZ2海上风电示范项目二期两个标段的中标候选人资格，总容量 576MW。2月9日公司"海神平台"18MW产品完成风场验证并中标福建华电长乐项目，提供31台机组， 为2026年已开标项目中单机容量最大订单。2月11日公司通过全资子公司签约柳江区80MW分散式风电 项目，总投资5亿元。2月13日公司预中标国家电投2.75GW风电集采项目，规模636.25MW，位列第一。 这些订单事件凸显了公司在风电技术和大项目获取上的领先地位。 股票近期走势 ...

Core Insights - The National Power Investment Corporation has announced the results of the fourth batch of large-scale procurement for wind turbine generators for the year 2025, with a total scale of 2752.5 MW [1] - Electric Wind Power has successfully pre-bid for 636.25 MW, ranking first among seven winning manufacturers [1] Group 1 - The total scale of the bidding project is 2752.5 MW [1] - Electric Wind Power secured a pre-bid of 636.25 MW, making it the top bidder [1] - There are seven winning manufacturers in this bidding process [1]

Group 1 - The core viewpoint of the news is the signing of an investment agreement for a distributed wind power project in Liujiang District, with a total investment of 500 million yuan [1][2][3] - The project is developed by Shanghai Zhiheng New Energy Co., Ltd., which is a wholly-owned subsidiary of Electric Power Wind [2][3][6] - The project will be located in Chuan Mountain Town, Li Gao Town, and Tu Bo Town, and will consist of 16 wind turbines, each with a capacity of 5 megawatts, totaling approximately 80 megawatts [2][3][6] Group 2 - Upon completion, the project is expected to generate an annual electricity output of approximately 184 million kilowatt-hours [2][3][6] - The anticipated annual revenue from the project is over 60 million yuan, with total tax contributions (value-added tax and corporate income tax) exceeding 7 million yuan annually [2][3][6]

Core Insights - The marine engineering industry has experienced a surge in order announcements since February, indicating strong growth driven by technological upgrades and market demand [1][4] - A variety of A-share listed companies are involved in sectors such as offshore wind power equipment manufacturing, shipbuilding, and marine engineering construction, with order values ranging from hundreds of millions to tens of billions [1] Group 1: Company Announcements - TianShun Wind Power announced new contracts totaling approximately 870 million yuan for offshore wind projects, including significant orders for foundation structures [1] - Shanghai Electric Wind Power Group secured a major contract for a 550,000 kW offshore wind project, marking a strong start to the year with a total capacity of 576 MW [2] - China State Construction Engineering Corporation's subsidiary won a contract worth about 524 million yuan for the construction and installation of wind turbine foundations [2] - China Shipbuilding Industry Corporation's subsidiary signed a contract for the construction of 16 container ships, with a total transaction value between 736 million and 896 million USD [2] Group 2: Industry Trends - The recent order announcements reflect a comprehensive coverage of the entire industry chain, from core equipment like wind turbines and foundation structures to shipbuilding and engineering construction [3] - There is a clear trend towards high-end and large-scale products, with large-capacity wind turbines and heavy-duty foundations becoming mainstream orders, aligning with industry technological advancements [3] - The market is expanding both domestically and internationally, with orders from coastal provinces in China as well as breakthroughs in overseas shipbuilding and marine product deliveries [3] Group 3: Expert Opinions - Experts suggest that the surge in marine engineering orders is a result of dual drivers: domestic renewable energy planning and global marine economic development [4] - The integration of marine engineering with other sectors, such as marine aquaculture, is creating new growth opportunities by diversifying product applications [4] - The industry's competitiveness is increasingly reliant on technological capabilities and production capacity, with a focus on large-scale and high-end equipment [4]