11月13日，电气风电盘中上涨2.04%，截至13:16，报18.55元/股，成交1.77亿元，换手率0.73%，总市值 247.33亿元。 分红方面，电气风电A股上市后累计派现1.53亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，电气风电十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1171.49万股，相比上期减少41.31万股。南方中证1000ETF（512100）位居第五大流通股 东，持股487.89万股，为新进股东。 责任编辑：小浪快报 今年以来电气风电已经10次登上龙虎榜，最近一次登上龙虎榜为9月23日，当日龙虎榜净买入3623.08万 元；买入总计1.16亿元 ，占总成交额比8.97%；卖出总计7994.48万元 ，占总成交额比6.17%。 资料显示，上海电气风电集团股份有限公司位于上海市徐汇区漕宝路115号，成立日期2006年9月7日， 上市日期2021年5月19日，公司主营业务涉及风力发电设备设计、研发、制造和销售以及后市场配套服 务。主营业务收入构成为：销售产品92.60%，提供服务5.29%，电力销售1.42%，其他(补充)0.68%。 电气风 ...

Group 1 - The stock price of Shanghai Electric Wind Power fell by 5.19% to 18.28 CNY per share, with a trading volume of 326 million CNY and a turnover rate of 1.29%, resulting in a total market capitalization of 24.373 billion CNY [1] - Shanghai Electric Wind Power, established on September 7, 2006, and listed on May 19, 2021, specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1] - The company's revenue composition includes 92.60% from product sales, 5.29% from service provision, 1.42% from electricity sales, and 0.68% from other sources [1] Group 2 - Huatai Bairui Fund has one fund heavily invested in Shanghai Electric Wind Power, with the Kexin 200 (588230) holding 441,000 shares, accounting for 1.19% of the fund's net value, making it the sixth-largest holding [2] - The Kexin 200 fund was established on December 16, 2024, with a current scale of 858 million CNY and has achieved a year-to-date return of 52.14%, ranking 519 out of 4216 in its category [2] Group 3 - The fund manager of Kexin 200 is Li Muyang, who has been in the position for 4 years and 311 days, managing total assets of 29.856 billion CNY, with the best fund return during his tenure being 145.13% and the worst being -34.5% [3]

Core Viewpoint - The stock of Electric Wind Power has experienced a decline of 2.07% on November 11, with a current price of 18.88 CNY per share, despite a year-to-date increase of 109.78% [1] Group 1: Stock Performance - As of November 11, Electric Wind Power's stock price is 18.88 CNY, with a market capitalization of 25.173 billion CNY [1] - The stock has seen a net outflow of 13.6756 million CNY in principal funds, with significant buying and selling activity [1] - Year-to-date, the stock has risen by 109.78%, but has declined by 3.58% over the last five trading days [1] Group 2: Financial Performance - For the period from January to September 2025, Electric Wind Power reported revenue of 4.262 billion CNY, a year-on-year increase of 35.96%, but a net profit loss of 732 million CNY, a decrease of 53.51% compared to the previous year [2] - The company has not distributed any dividends in the last three years, with a total payout of 153 million CNY since its A-share listing [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Electric Wind Power has increased by 38.54% to 41,400 [2] - The average number of circulating shares per shareholder has decreased by 27.82% to 32,218 shares [2] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 11.7149 million shares, a decrease of 413,100 shares from the previous period [3]

Core Insights - The company reported a total of 8,397.85 MW in new orders as of September 30, 2025, representing a year-on-year increase of 17.49% [1] - The cumulative backlog of orders reached 22,200.20 MW, which is a 52.41% increase compared to the same period last year [1] - Among the total orders, 3,512.05 MW are awarded but not yet contracted, while 3,592.45 MW are still pending contract signing [1]

Core Viewpoint - The company is committed to high-quality development, focusing on core business operations while expanding market scale and enhancing technological innovation capabilities [1] Group 1 - The management team aims to improve operational management comprehensively, enhancing the quality and efficiency of operations [1] - The company implements performance-based assessments for its management, with a focus on value contribution as the guiding incentive target [1] - A scientific and effective incentive and constraint mechanism has been established to support the management's performance [1]

Core Viewpoint - The wind power equipment sector experienced a slight increase of 0.07% on November 7, with N Delijia leading the gains, while the overall stock indices showed a decline [1]. Market Performance - The Shanghai Composite Index closed at 3997.56, down 0.25% - The Shenzhen Component Index closed at 13404.06, down 0.36% [1]. Individual Stock Performance - N Delijia (603092) saw a significant increase of 51.07%, closing at 70.52 with a trading volume of 238,600 shares and a transaction value of 1.85 billion - Haile Wind Power (301155) increased by 4.22%, closing at 88.60 with a trading volume of 55,800 shares and a transaction value of 494 million - Electric Wind Power (688660) rose by 3.29%, closing at 20.10 with a trading volume of 330,500 shares and a transaction value of 666 million - Other notable performers include Mingyang Smart Energy (601615) up 1.74% and Shuangyi Technology (300690) up 1.67% [1]. Capital Flow Analysis - The wind power equipment sector saw a net inflow of 197 million from institutional investors, while retail investors experienced a net outflow of 597 million - Speculative funds had a net inflow of 400 million [2]. Detailed Capital Flow for Key Stocks - N Delijia had a net inflow of 502.1 million from institutional investors, accounting for 27.12% of its trading volume, while retail investors had a net outflow of 755 million, representing 40.82% - Mingyang Smart Energy recorded a net inflow of 95.28 million from institutional investors, with a net outflow of 56.95 million from retail investors [3].

Group 1 - The core viewpoint of the news is that Shanghai Electric Wind Power has seen a significant increase in its stock price, rising by 5.4% to 20.51 CNY per share, with a trading volume of 336 million CNY and a market capitalization of 27.347 billion CNY [1] - Shanghai Electric Wind Power, established on September 7, 2006, and listed on May 19, 2021, specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1] - The company's revenue composition is primarily from product sales (92.60%), followed by service provision (5.29%), electricity sales (1.42%), and other supplementary income (0.68%) [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in Shanghai Electric Wind Power, with the Penghua Science and Technology Innovation Board 200 ETF holding 145,300 shares, accounting for 1.16% of the fund's net value, making it the sixth-largest holding [2] - The Penghua Science and Technology Innovation Board 200 ETF, established on February 13, 2025, has a current scale of 290 million CNY and has achieved a return of 33.91% since inception [2] - The fund manager, Yu Zhanchang, has been in position for 3 years and 25 days, overseeing assets totaling 14.818 billion CNY, with the best fund return during his tenure being 64.36% and the worst being -3.47% [2]

Core Points - The announcement details the resignation of Ms. Qin Lei as the securities affairs representative due to work relocation, effective upon the delivery of her resignation report to the board [1] - The board of directors convened on November 6, 2025, and unanimously approved the appointment of Mr. Yan Zhiwei as the new securities affairs representative [1] Group 1 - Ms. Qin Lei submitted her resignation on November 6, 2025, which is effective immediately [1] - The board held a temporary meeting on the same day to discuss and approve the appointment of Mr. Yan Zhiwei [1] - Mr. Yan Zhiwei's resume is attached to the announcement, indicating his qualifications and current roles within the company [4][5] Group 2 - Mr. Yan Zhiwei is currently the head of the securities affairs department and the deputy head of the strategic investment department [5] - His educational background includes a master's degree in science and he holds the title of senior economist [4]

Group 1 - The company announced the appointment of Mr. Yan Zhiwei as the representative for securities affairs [1]

Group 1 - The company announced the resignation of its securities affairs representative, Qin Lei, due to job relocation, and appointed Yan Zhiwei as the new representative [1] - For the year 2024, the company's revenue composition is heavily weighted towards the wind power industry, accounting for 99.38%, while other businesses contribute only 0.62% [1] Group 2 - The company's market capitalization is reported to be 25.9 billion yuan [2]