未来风电行业的发展及全产业链各环节的降本仍需依靠关键技术突破带动。 此轮板块异动的直接催化，部分来自于近期行业重磅利好的集中释放。 消息面上，据中国可再生能源学会风能专业委员会消息，正在举行的2025北京国际风能大会暨展览会 （CWP 2025）上，全球1000多家风能企业的代表联合发布《风能北京宣言2.0》，明确了风电产业中长 期发展目标以及需要采取的行动。 《风能北京宣言2.0》设定了清晰的增量路径：提出到中国风电"十五五"期间年新增装机容量应不低于 1.2亿千瓦，相比2020年提出的装机目标，年均装机量翻番。 10月22日盘中，风电设备板块（801736）表现活跃，截至早盘收盘，该板块上涨2.85%。风电整机制造 企业电气风电（688660.SH）以14.99%的涨幅领涨，新强联（300850.SZ）、运达股份（300772.SZ）、 大金重工（002487.SZ）等核心零部件及整机企业均跟涨超过5%。 该宣言对海上风电给予了重点强调，要求其年新增装机容量不低于1500万千瓦，确保2030年中国风电累 计装机容量达到13亿千瓦，到2035年累计装机不少于20亿千瓦，到2060年累计装机达到50亿千瓦。 ...

Market Overview - The Shanghai Composite Index is at 3907.95 points, slightly down by 0.21%, and is above the five-day moving average [1] - The total trading volume of A-shares today is 137.8 billion yuan [1] Stocks Performance - A total of 537 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Wanda Bearings with a deviation rate of 9.53% and a daily increase of 12.27% [1] - Electric Wind Power with a deviation rate of 9.42% and a daily increase of 13.35% [1] - Tianwo Technology with a deviation rate of 8.10% and a daily increase of 10.00% [1] Detailed Stock Data - The following stocks have notable performance metrics: - Wanda Bearings (Code: 920002): Latest price 115.99 yuan, five-day moving average 105.89 yuan, daily turnover rate 9.75% [1] - Electric Wind Power (Code: 688660): Latest price 22.08 yuan, five-day moving average 20.18 yuan, daily turnover rate 3.60% [1] - Tianwo Technology (Code: 002564): Latest price 9.02 yuan, five-day moving average 8.34 yuan, daily turnover rate 5.08% [1]

Core Viewpoint - The wind power equipment sector is experiencing significant activity, with notable stock price increases among key companies [1] Group 1: Company Performance - Electric Wind Power has seen its stock price rise by over 14% [1] - Companies such as Xinqianglian, Weili Transmission, and Dajin Heavy Industry are also witnessing stock price increases [1]

Group 1 - The wind power sector experienced a significant rally, with companies like Electric Wind Power and Weili Transmission seeing gains of over 10% [1] - Other companies such as New Strong Union, Yunda Co., Daikin Heavy Industry, and Haile Wind Power also followed the upward trend [1]

Group 1 - The wind power equipment sector is active, with significant gains observed in related stocks [1] - Electric Wind Power shares increased by over 14%, indicating strong market interest [1] - Other companies such as Xinqianglian, Weili Transmission, and Dajin Heavy Industry also experienced upward movement in their stock prices [1]

Group 1: Shareholder Reductions - Lihe Micro plans to reduce its holdings by no more than 3% [1] - Yiyadi Holdings intends to reduce its stake by no more than 1% [1] - Tongji Technology plans to repurchase no more than 441.55 million shares [1] - Tuoshan Heavy Industry's actual controller plans to reduce holdings by no more than 2.82% [1] - Special Friend Service's Longxin Construction and Jiaxing Chuangze plan to collectively reduce holdings by no more than 2% [1] - Tongyuan Environment's Yuantong Investment plans to reduce holdings by no more than 3% [1] - Huaxiang Co., Ltd.'s controlling shareholder Huaxiang Industry plans to reduce holdings by no more than 3% [1] - Eastern Airlines Investment has cumulatively reduced 9.3975 million shares of Juneyao Airlines [1] - National Integrated Circuit Fund has cumulatively reduced 3.0197 million shares of Zhongjia Port [1] - Shanghai Electric has reduced 13.3333 million shares of Electric Wind Power [1] - Yingqi Management has reduced 799,500 shares of Dagang Holdings [1] - Shareholder Sequoia Capital has cumulatively reduced 1.1739% of Longxun Co., Ltd. [1] - Philips has cumulatively reduced 1.35% of Chuangye Huikang [1] Group 2: Financial Performance - Laimei Pharmaceutical reported a net loss of 45.917 million yuan in the first three quarters [1] - Chuangye Gaisi reported a net loss of 24.9295 million yuan in the first three quarters [1]

Core Viewpoint - The announcement details the completion of a share reduction plan by the controlling shareholder, Shanghai Electric Group, which has reduced its stake in Shanghai Electric Wind Power Group from 62.00% to 61.00% through the sale of 13,333,334 shares, representing 1.00% of the total share capital [2][3]. Summary by Sections Shareholder's Basic Situation - Prior to the reduction plan, Shanghai Electric directly held 818,666,636 shares, accounting for 61.40% of the total share capital, with 792,000,000 shares acquired before the IPO and 26,666,636 shares purchased through the stock exchange [2]. - Shanghai Electric Investment, a wholly-owned subsidiary of Shanghai Electric, held 8,000,000 shares, representing 0.60% of the total share capital, making the combined holdings of Shanghai Electric and its subsidiary 826,666,636 shares, or 62.00% of the total [2]. Implementation of the Reduction Plan - The reduction plan was announced on September 9, 2025, with a maximum reduction of 13,333,334 shares, not exceeding 1.00% of the total share capital, scheduled between September 30, 2025, and December 29, 2025 [2]. - The actual reduction occurred between September 30, 2025, and October 21, 2025, with Shanghai Electric successfully reducing its holdings by 13,333,334 shares, bringing its total ownership down to 61.00% [3]. Other Relevant Information - The reduction was conducted in compliance with relevant regulations and did not trigger a mandatory tender offer, nor did it affect the control structure of the company [5]. - The company will continue to ensure compliance with disclosure obligations related to share changes and will monitor the situation to protect investor interests [5].

Core Viewpoint - The article highlights the advancements and strategic collaborations of Shanghai Electric in the wind energy sector, emphasizing the launch of new technologies and partnerships aimed at enhancing the reliability and sustainability of wind power solutions [6][10][20]. Group 1: Strategic Initiatives - On October 20, Shanghai Electric's Vice President Wang Yong, along with industry leaders, jointly released the "Wind Energy Beijing Declaration 2.0," focusing on achieving 50 billion kilowatts of wind power installations as part of national contributions to climate governance [5][6]. - The company participated in the CWP 2025 Entrepreneurs Forum, discussing integrated innovation development models for wind power in China, showcasing a commitment to cross-industry collaboration [8][9]. Group 2: Technological Developments - The launch of the new generation deep-sea wind turbine EW18.0-300 was announced, which aims to address deep-sea challenges with enhanced reliability and intelligence, marking a significant step in high-quality offshore wind power development [18]. - Shanghai Electric's deep-sea turbine has received certification from the China Quality Certification Center (CQC), validating its design and reliability [27]. Group 3: Collaborative Efforts - A strategic cooperation agreement was signed with Beijing Jianheng Certification Center to develop a reliability standard system for the entire lifecycle of wind power, aiming to elevate industry quality standards [20]. - Collaborations with Xuzhou Rothe Erde and China General Nuclear Power Corporation were established to focus on core component innovation and the recycling of retired wind power equipment, respectively, promoting a circular economy in the wind energy sector [22][24]. Group 4: International Engagement - The exhibition attracted numerous international clients and professionals, facilitating in-depth discussions on the application and cooperation prospects of "wind-solar-hydrogen-storage" system solutions, indicating a strong global interest in Shanghai Electric's offerings [15].

Group 1 - The core point of the article is that Electric Wind Power (688660.SH) announced the completion of a share reduction plan by its controlling shareholder, Shanghai Electric, which was communicated on October 21, 2025 [1] - Shanghai Electric's share reduction plan was triggered by a change in equity that reached the 1% threshold, indicating significant movements in ownership [1] - The notification regarding the completion of the reduction plan was issued after the reduction began on September 3, 2025, highlighting the timeline of the equity change [1]

上海电气风电集团股份有限公司 证券代码：688660 证券简称：电气风电 公告编号：2025-034 本次减持计划实施前，上海电气风电集团股份有限公司（以下简称"公司"） 控股股东上海电气集团股份有限公司（以下简称"上海电气"）直接持有公司股 份 818,666,636 股，占公司总股本的 61.40%，其中 792,000,000 股为在公司首 次公开发行股票前取得（以下简称"IPO 前取得"）的股份，26,666,636 股为通 过证券交易所集中竞价交易买入取得的股份。上海电气投资有限公司（以下简称 "电气投资"）持有公司 8,000,000 股，均为在 IPO 前取得，占公司总股本的 0.60%。 电气投资作为上海电气的全资子公司，因股权控制关系构成一致行动人。上海电 气合并持有公司股份 826,666,636 股，占公司总股本的 62.00%。上述股份均为 无限售条件流通股。 减持计划的实施结果情况 本公司董事会、全体董事及相关股东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： 控股股东持股的基本情况 关于控股股东权益 ...