证券代码：688660 证券简称：电气风电 公告编号：2026-001 上海电气风电集团股份有限公司 2025 年年度业绩预亏公告 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。 重要内容提示： 公司2025年度经营业绩出现亏损，预计2025年度归属于上市公司股东的 净利润为人民币-89,000万元至-109,000万元，扣除非经常性损益后归属于上市 公司股东的净利润为人民币-93,000万元至-113,000万元。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1、经公司财务部门初步测算，2025 年度公司归属于上市公司股东的净利润 将出现亏损，预计归属于上市公司股东的净利润为人民币-89,000 万元至 -109,000 万元，扣除非经常性损益后归属于上市公司股东的净利润为人民币 -93,000 万元至-113,000 万元。 2、本次业绩预告未经会计师事务所审计，注册会计师亦未出具对公司本期 业绩预告的专项说明。 二、上年同期业绩情况 ...

Core Viewpoint - The company Electric Wind Power (688660.SH) forecasts a net loss attributable to shareholders of between -8.90 billion to -10.90 billion yuan for the fiscal year 2025, compared to a net loss of -7.85 billion yuan in the previous year [1] Group 1: Financial Performance - The projected net loss for 2025 is significantly higher than the previous year's loss, indicating a worsening financial situation [1] - The company is facing increased competition in the offshore wind power market, leading to a decline in wind turbine sales prices [1] - The delay in project construction has resulted in slower order delivery, further impacting revenue [1] Group 2: Cost and Margin Issues - Rising prices of certain components have contributed to a decrease in gross profit margins year-on-year [1] - Some sales orders have costs exceeding the realizable income, prompting the company to recognize losses on contracts, which further reduces operating profit [1]

电气风电公告，预计2025年度归属于上市公司股东的净亏损为8.9亿元至10.9亿元，上年同期为净亏损 7.85亿元。 ...

开年启航，电气风电（688660.SH）以"开局即冲刺"的姿态，接连在项目中标、履约、交付等多个关键节点，用实干与担当绘就"开门红"画卷，为全年高 质量发展注入强劲动能。 首单告捷！中标聊城181.25MW风电项目 开年首捷，电气风电成功中标山东聊城181.25MW风电项目，为2026年发展强势开篇。该项目由山能（冠县）风电有限公司投资建设，选址山东省聊城市 冠县，一期规划安装29台单机容量6.25MW的电气风电风力发电机组，配套29台箱式变压器，同步建设1座220kV升压站及运行管理中心，并铺设约16km 送出工程。 据悉，2025年度电气风电在国内外上百个项目中累计中标容量突破1300万千瓦。此次新年市场拓展"第一单"，不仅是市场对电气风电技术实力与服务能力 的双重认可，也为全年高质量发展强势开局。 此次并网赢得了业主的高度认可，以"极寒高效履约"诠释了电气风电"客户至上"的服务理念与卓越的项目执行力，为后续全面建设奠定坚实基础。 14小时全场并网！华能吉林洮南如意项目跑出冲刺加速度 -30℃极寒攻坚！京能内蒙锡林浩特项目完成首台并网 京能内蒙锡林浩特10万千瓦项目团队直面巴彦宝力格苏木零下30℃的严寒低 ...

Core Insights - The article discusses the centralized procurement of wind turbine generators and associated equipment for 11 wind power projects in Huanghua City, Hebei, totaling 1950.5 MW capacity [1][8]. Group 1: Project Overview - The procurement consists of 6 bidding sections, with sections 5 and 6 being offshore wind projects [1][8]. - The bidding announcement is scheduled for October 20, 2025 [1][8]. Group 2: Bidding Results for Section 1 - Section 1 includes projects such as a 100 MW wind power project in Huanghua City and a 100 MW integrated wind and fire project in Bohai New Area [4][12]. - The top bidders for Section 1 are: - First: SANY Heavy Energy Co., Ltd. with a bid of 470.88 million yuan - Second: Yunda Energy Technology Group Co., Ltd. with a bid of 494.60 million yuan - Third: CRRC Shandong Wind Power Co., Ltd. with a bid of 479.00 million yuan [4][12]. Group 3: Bidding Results for Section 2 - Section 2 includes the 100 MW wind power project in Gaoyi and a 200 MW wind power project in Nanhe [5][13]. - The top bidders for Section 2 are: - First: CRRC Shandong Wind Power Co., Ltd. with a bid of 480.00 million yuan - Second: Yunda Energy Technology Group Co., Ltd. with a bid of 480.10 million yuan - Third: Dongfang Electric Wind Power Co., Ltd. with a bid of 492.00 million yuan [6][14]. Group 4: Bidding Results for Section 3 - Section 3 includes the 137.5 MW wind power project in Wuchuan and the 100 MW wind farm project in Sanjiang [6][14]. - The top bidders for Section 3 are: - First: Dongfang Electric Wind Power Co., Ltd. with a bid of 403.375 million yuan - Second: Yunda Energy Technology Group Co., Ltd. with a bid of 434.625 million yuan - Third: CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. with a bid of 414.125 million yuan [7][15].

Group 1 - The core viewpoint of the news is that Electric Wind Power's stock has experienced fluctuations, with a recent decline of 2.00% and a total market value of 22.867 billion yuan [1] - As of January 7, the stock price is reported at 17.15 yuan per share, with a trading volume of 386 million yuan and a turnover rate of 1.67% [1] - The company has seen a net outflow of 42.181 million yuan in principal funds, with significant selling pressure from large orders [1] Group 2 - As of September 30, the number of shareholders for Electric Wind Power has increased by 38.54% to 41,400, while the average circulating shares per person decreased by 27.82% to 32,218 shares [2] - For the period from January to September 2025, Electric Wind Power reported a revenue of 4.262 billion yuan, reflecting a year-on-year growth of 35.96%, but a net profit attributable to shareholders of -732 million yuan, a decrease of 53.51% year-on-year [2] - The company has distributed a total of 153 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [2]

(记者 刘志远 魏官红) 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自 担。 上期（总第227期）A股绿色周报显示，共有4家上市公司在近期暴露了环境风险。 每经AI快讯，"A股绿色报告"项目监控到的数据显示，电气风电（688660）间接控股子公司义县之恒新 能源有限公司鑫泽锰业6.25MW分散式风电项目环评审批获同意。该项目总投资额达3793.55万元。该审 批信息于2025年12月16日被相关监管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在 让上市公司环境信息更加阳光透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境 监管数据，筛选监控上市公司及其旗下公司（包括分公司、参股公司和控股公司）的环境表现，加以专 业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周报，定期动态更 新上市公司环境风险榜。 ...

Group 1 - Wind power equipment sector increased by 0.56% on December 31, with Feiwo Technology leading the gains [1] - Shanghai Composite Index closed at 3968.84, up 0.09%, while Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Feiwo Technology's stock price rose by 17.91% to 168.37, with a trading volume of 127,100 shares and a transaction value of 2.013 billion [1] Group 2 - Major stocks in the wind power equipment sector showed varied performance, with notable increases in Electric Wind Power (up 4.81%) and Taisheng Wind Energy (up 4.60%) [1] - The sector experienced a net outflow of 326 million from main funds, while retail investors saw a net inflow of 391 million [2][3] - The detailed fund flow indicated that Taisheng Wind Energy had a net inflow of 101 million from main funds, while Electric Wind Power had a net inflow of 81.84 million [3]

Group 1 - The core viewpoint of the news is that Electric Wind Power has shown a positive stock performance, with a 1.11% increase, reaching a price of 16.41 yuan per share, and a total market capitalization of 21.88 billion yuan [1] - Shanghai Electric Wind Power Group Co., Ltd. was established on September 7, 2006, and went public on May 19, 2021. The company specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1] - The main revenue composition of the company includes product sales at 92.60%, service provision at 5.29%, electricity sales at 1.42%, and other supplementary income at 0.68% [1] Group 2 - From the perspective of fund holdings, one fund under Huatai-PineBridge has Electric Wind Power as a significant investment, with the Sci-Tech 200 fund (588230) holding 441,000 shares, accounting for 1.19% of the fund's net value, making it the sixth-largest holding [2] - The Sci-Tech 200 fund was established on December 16, 2024, with a current scale of 858 million yuan. It has achieved a year-to-date return of 60.69%, ranking 351 out of 4189 in its category, and a one-year return of 55.17%, ranking 393 out of 4188 [2] Group 3 - The fund manager of Sci-Tech 200 is Li Muyang, who has been in the position for 4 years and 361 days. The total asset scale of the fund is 29.768 billion yuan, with the best return during his tenure being 153.27% and the worst return being -39.9% [3]

Market Overview - The wind power equipment sector experienced a decline of 2.45% on December 30, with C Xihua leading the drop [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Stock Performance - Notable stock performances in the wind power equipment sector included: - Shuangyi Technology (300690) closed at 34.29, up by 2.54% with a trading volume of 185,400 shares and a transaction value of 625 million yuan [1] - Guangda Special Materials (688186) closed at 23.03, up by 0.92% with a trading volume of 71,100 shares and a transaction value of 163 million yuan [1] - Daqian Vehicle (002487) closed at 53.15, up by 0.83% with a trading volume of 135,700 shares and a transaction value of 719 million yuan [1] - Other stocks like Zhongchuan Technology (600072) and Jinlei Co., Ltd. (300443) saw slight declines of 0.26% and 0.28% respectively [1] Capital Flow - The wind power equipment sector saw a net outflow of 3.528 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.508 billion yuan [2] - The capital flow for specific stocks included: - Guangda Special Materials (688186) had a net inflow of 19.84 million yuan from institutional investors [3] - Zhenjiang Co., Ltd. (603507) saw a net inflow of 17.58 million yuan from institutional investors [3] - Tian Shun Wind Energy (002531) experienced a net inflow of 8.86 million yuan from institutional investors [3]