Core Viewpoint - The 2026 China Wind Energy New Year Tea Party highlighted the achievements of Shanghai Electric Wind Power Group Co., Ltd., which won multiple awards for its contributions to industry expansion and technological innovation in the past year [1] Group 1: Awards and Recognition - Shanghai Electric Wind Power Group Co., Ltd. received the "Pioneer Award," "Youth Pioneer Award," and "Advanced Worker Award" at the event, showcasing external recognition of its achievements in zero-carbon technology research and talent development [1]

Core Viewpoint - The wind power equipment sector experienced a decline of 0.93% on January 26, with Tai Sheng Wind Energy leading the drop. The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1]. Group 1: Stock Performance - Mingyang Smart Energy saw a significant increase of 10.02%, closing at 23.82 with a trading volume of 119,500 shares and a transaction value of 285 million yuan [1]. - Yunda Co., Ltd. increased by 5.76%, closing at 21.47 with a trading volume of 331,900 shares and a transaction value of 708 million yuan [1]. - Xihua Technology rose by 5.35%, closing at 25.00 with a trading volume of 173,300 shares and a transaction value of 425 million yuan [1]. - Tai Sheng Wind Energy dropped by 10.11%, closing at 14.94 with a trading volume of 1,259,200 shares [2]. - Jin Feng Technology decreased by 3.99%, closing at 28.40 with a trading volume of 5,769,700 shares [2]. Group 2: Capital Flow - The wind power equipment sector experienced a net outflow of 2.561 billion yuan from main funds, while retail investors saw a net inflow of 1.886 billion yuan [2]. - Main funds showed a net inflow of 74.5242 million yuan into Mingyang Smart Energy, while retail investors had a net outflow of 37.4484 million yuan [3]. - Xihua Technology had a net inflow of 25.6344 million yuan from main funds, but retail investors experienced a net outflow of 38.3442 million yuan [3].

1月26日，电气风电跌5.06%，截至发稿，报15.40元/股，成交3.34亿元，换手率1.60%，总市值205.33亿 元。 截至发稿，崔蕾累计任职时间7年82天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 259.87%， 任职期间最差基金回报-15.93%。 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 从电气风电十大流通股东角度 数据显示，南方基金旗下1只基金位居电气风电十大流通股东。南方中证1000ETF（512100）三季度新 进十大流通股东，持有股数487.89万股，占流通股的比例为0.37%。根据测算，今日浮亏损失约400.07 万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最 ...

证券日报网讯 1月20日，电气风电在互动平台回答投资者提问时表示，公司高度重视投资者沟通交流， 已通过多种渠道加强与投资者互动，包括设立投资者热线、邮箱及上证e互动平台等，并由专人负责接 听或回复投资者关切事项。对于上证e互动平台投资者提问，公司根据提问的时间顺序进行回复。 （编辑 任世碧） ...

Group 1 - The core point of the article highlights the performance of the Zhongzheng 2000 ETF Enhanced (159556), which opened down 0.85% at 1.290 yuan on January 16 [1] - The fund's performance benchmark is the Zhongzheng 2000 Index return, managed by Ping An Fund Management Co., with a return of 30.45% since its establishment on December 27, 2023, and a return of 10.31% over the past month [1] Group 2 - The top holdings of the Zhongzheng 2000 ETF Enhanced include Huajian Group, which opened down 0.43%, Dekeli down 0.74%, Xuguang Electronics up 0.22%, Beihua Co. down 1.20%, and others showing mixed performance [1] - Notable stock movements include Electric Wind Power up 0.37%, Xinke Materials up 0.96%, Jiayuan Technology up 0.09%, Hongjing Technology down 2.49%, Yongding Co. up 1.03%, and Furui Electronics up 0.83% [1]

Core Viewpoint - The company aims to optimize its revenue structure by increasing the proportion of orders and deliveries from offshore and overseas markets while driving cost reduction and efficiency through core technological innovation [1] Group 1: Revenue Optimization - The company will focus on enhancing the order acquisition and resource development capabilities to expand revenue scale while maintaining effective cost control and efficiency optimization [1] - The strategy includes a commitment to platformization, modularization, and large-scale development [1] Group 2: Project Management - The company plans to implement meticulous management to control costs across the entire process of sales order projects [1] - There is an emphasis on steadily advancing the construction and operation of wind farm resource projects to generate tangible benefits for shareholders [1]

Group 1 - The stock price of Shanghai Electric Wind Power fell by 5.04% to 16.20 CNY per share, with a trading volume of 319 million CNY and a turnover rate of 1.45%, resulting in a total market capitalization of 21.6 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, along with 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 - Southern Fund's Southern CSI 1000 ETF (512100) entered the top ten circulating shareholders of Shanghai Electric Wind Power, holding 4.879 million shares, which is 0.37% of the circulating shares, with an estimated floating loss of approximately 4.1958 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a latest scale of 76.63 billion CNY, achieving a year-to-date return of 8.72% and a one-year return of 44.06% [2] Group 3 - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has a total asset scale of 122.76 billion CNY and has been in the position for 7 years and 71 days, with the best fund return during the tenure being 234.52% and the worst being -15.93% [3]

Group 1 - The stock of Shanghai Electric Wind Power fell by 5.04% to 16.20 CNY per share, with a trading volume of 319 million CNY and a turnover rate of 1.45%, resulting in a total market capitalization of 21.6 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, along with 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 - The Industrial Bank of China Credit Fund holds 44,100 shares of Shanghai Electric Wind Power, representing 1.18% of the fund's net value, making it the fifth-largest holding [2] - The fund, named Science and Technology Innovation 200 ETF (ICBC), has a total size of 86.1 million CNY and has achieved a year-to-date return of 14.81%, ranking 283 out of 5,525 in its category [2] - Since its inception, the fund has delivered a return of 34.23% [2] Group 3 - The fund manager, He Shun, has been in position for 2 years and 89 days, managing assets totaling 8.558 billion CNY, with the best fund return during his tenure being 75.8% and the worst being 6.45% [3]

Group 1 - The core event is the 2025 "Wind Power Leader" Technology Innovation Forum and Award Ceremony held in Beijing, where Shanghai Electric Wind Power Group has participated for five consecutive years and won six awards, showcasing its comprehensive strength in high-end wind power equipment and intelligent services [1] - Shanghai Electric Wind Power's AI-based technology for health monitoring and fault diagnosis of ultra-large wind turbine blades won the Best Innovative Product Award, achieving over 95% accuracy in early anomaly detection and has been applied in multiple wind farms [4] - The EW6.25-220 platform won the Best Onshore Unit Award, demonstrating significant advantages in reliability and efficiency, particularly in low-wind-speed markets, and has previously been recognized in the "Top 50 of China's Wind Power Industry" [5][7] Group 2 - The EW12.6-270 and EW25.0-310 platforms won the Best Offshore Unit Awards, with the former designed for mid-low wind speed areas and the latter capable of withstanding extreme weather conditions, enhancing adaptability for various offshore scenarios [7] - The S68.5 blade extension and intelligent yaw system received the Best Service Product Award, significantly improving energy generation performance and operational reliability while reducing long-term maintenance costs [8][10] - Shanghai Electric aims to drive high-quality development in the renewable energy equipment industry through technological innovation, focusing on strategic emerging industries and contributing to the new energy system and carbon neutrality goals [10]

Core Viewpoint - The "AI and Manufacturing" integration is being actively explored, with Shanghai Electric taking a leading role in developing AI applications for the manufacturing sector [1][6]. Group 1: Event Overview - The "2026 Innovation Conference" themed "AI's Intelligence, Crafting Manufacturing's Quality" was held in Shanghai, attended by government officials, industry representatives, and media [1]. - The conference aimed to explore new pathways for the integration of AI and manufacturing [1]. Group 2: Shanghai Electric's Initiatives - Shanghai Electric is leveraging its position as a chain leader to address common challenges in high-end equipment manufacturing, such as insufficient intelligent R&D and the need for improved precision in complex manufacturing [3]. - The company announced the establishment of an application pilot base in collaboration with ecological partners, aiming to create three major high grounds: industrial AI applications, high-end product innovation, and public service [3]. Group 3: AI Application Scenarios - The conference introduced a "Scene 50" demand list covering R&D design, production, supply chain management, and humanoid robot applications, with 10 pilot enterprises set to create national demonstration benchmarks [5]. - Shanghai Electric contributed six high-value AI application scenarios, including intelligent conversion of nuclear power design documents and smart scheduling for precision grinding machines, showcasing its capability to transform complex industrial knowledge into actionable solutions [5]. Group 4: Achievements and Recognition - The "2025 Shanghai AI + Manufacturing Development White Paper" was released, documenting Shanghai Electric's multidimensional achievements in the AI + manufacturing sector [6]. - Shanghai Electric's wind power group has reduced the design and manufacturing cost of high-end wind turbine units by 10%, setting an industry benchmark [6]. - The company has been recognized as a member of the Shanghai AI + Manufacturing Industry Alliance and has several subsidiaries listed as key players in the "AI + Manufacturing" sector [6]. Group 5: Future Directions - Shanghai Electric is committed to a development strategy focused on "high-end, green, and intelligent" manufacturing, aiming to build an AI innovation ecosystem and contribute to the practical implementation of AI in manufacturing [7].