证券之星消息，8月26日风电设备板块较上一交易日上涨2.45%，电气风电领涨。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。风电设备板块个股涨跌见下表： 从资金流向上来看，当日风电设备板块主力资金净流出3.24亿元，游资资金净流入2.81亿元，散户资金净 流入4367.98万元。风电设备板块个股资金流向见下表： | 代码 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688660 | 电气风电 | 1.38 Z | 7.35% | -4953.67万 | -2.64% | -8862.26万 | -4.71% | | 601615 明阳智能 | | 6815.08万 | 9.51% | -2510.71万 | -3.50% | -4304.37万 | -6.01% | | 002487 | 大全車工 | 4691.14万 | 8.26% | 384.36万 | - 0.6 ...

8月26日盘中科创板股电气风电涨停，截至11:17，股价报22.32元，成交15.70亿元，换手率5.75%，振幅 23.66%。 科创板个股中，截至发稿上涨的共有288只，涨幅在10%以上的共有8只，除电气风电之外，涨停的还有 迈得医疗、开普云等，下跌的有293只，跌幅较大的有井松智能、盛科通信-U、芯原股份，分别下跌 10.84%、9.83%、9.59%。 资金面上，电气风电上一交易日主力资金净流出5178.35万元，近5日净流出1.48亿元。 融资融券数据显示，该股最新（8月25日）两融余额为8.36亿元，其中，融资余额为8.36亿元，较上一个 交易日增加2788.07万元，增幅为3.45%；融券余额为23.81万元，较上一个交易日增加2.22万元，增幅为 10.29%。近10日两融余额合计增加3948.45万元，增幅为4.96%，其间融资余额增长4.93%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

通过天眼查大数据分析，上海电气风电集团股份有限公司共对外投资了121家企业，参与招投标项目 1858次，知识产权方面有商标信息129条，专利信息1173条，此外企业还拥有行政许可55个。 来源：金融界 电气风电最新一期业绩显示，截至2025一季报，公司营业总收入7.70亿元、同比增长64.04%，归属净利 润18733.87万元，同比增长11.61%，扣非净利润19960.10万元，同比增长7.89%，流动比率0.843、速动 比率0.718、资产负债率83.52%。 天眼查商业履历信息显示，上海电气风电集团股份有限公司，成立于2006年，位于上海市，是一家以从 事电力、热力生产和供应业为主的企业。企业注册资本133333.34万人民币，实缴资本80000万人民币。 公司法定代表人为乔银平。 金融界消息 截至2025年8月25日收盘，电气风电（688660）报收于18.6元，上涨0.81%，换手率3.81%， 成交量50.84万手，成交金额9.29亿元。 资金流向方面，今日主力资金净流出5980.66万元，占比成交额6.43%。其中，超大单净流出1881.83万 元、占成交额2.02%，大单净流出4098.8 ...

Core Viewpoint - The Baotou High-end Intelligent Zero-carbon Industrial Park has successfully launched its first 11MW wind turbine, marking a significant step in the development of renewable energy infrastructure in the region [1][3]. Group 1: Project Overview - The Baotou High-end Intelligent Zero-carbon Industrial Park is a collaborative investment by Shanghai Electric Wind Power Group and other partners, progressing in two phases [3]. - The first phase began construction in August last year and is set to gradually commence production this August, with a total production capacity of 200 high-end large wind turbines, 300 large wind power drive chains, and 500 high-end wind power control systems annually upon full operation [3]. Group 2: Economic Impact - Once the first phase reaches full production, the annual output value of wind turbines alone is expected to reach 1 billion yuan, generating tax revenue of 25 million yuan and creating over 100 local jobs [5]. - The project aims to enhance the capacity utilization of upstream and downstream enterprises in the city, strengthen the wind power equipment industry chain, and promote the comprehensive utilization of wind and solar resources, contributing to the green and low-carbon energy transition [5]. Group 3: Regional Development - Baotou City is recognized as one of the richest areas in terms of wind and solar resources in China, and has been actively developing a full industrial chain approach to advance both renewable energy development and equipment manufacturing [7]. - The city has attracted several significant projects and cultivated "lighthouse enterprises," leading to the clustering of high-value supporting industries such as generators, gearboxes, bearings, castings, battery cells, photovoltaic glass, and inverters [7]. Group 4: Partnerships and Agreements - During the investment promotion event, seven companies signed cooperation framework agreements with the Linhe District People's Government, covering key industrial areas such as wind power experimental fields, prefabricated mixed towers, new energy phase adjustment devices, and wind power control systems [9].

上海电气风电集团股份有限公司股东会 2025 年第一次临时会议-会议资料 证券代码：688660 证券简称：电气风电 上海电气风电集团股份有限公司 股东会 2025 年第一次临时会议 1、审议《修订公司章程及其附件的议案》； 2、审议《第三届董事会独立董事津贴的议案》； 3、选举第三届董事会非独立董事； 4、选举第三届董事会独立董事； 5、股东发言； 6、股东现场表决； 7、宣布现场投票结果。 上海电气风电集团股份有限公司股东会 2025 年第一次临时会议-会议资料 上海电气风电集团股份有限公司 股东会 2025 年第一次临时会议议程 会议召开日期和开始时间：2025 年 08 月 26 日 15:00 会议召开地点：上海市徐汇区漕宝路 115 号公司会议室 会议主持人：董事长乔银平先生 会议议程： 会议资料 2025 年 08 月 26 日 上海电气风电集团股份有限公司股东会 2025 年第一次临时会议-会议资料 目 录 | 股东会 2025 年第一次临时会议议程 | | 2 | | --- | --- | --- | | 修订公司章程及其附件的议案 | | 3 | | 第三届董事会独立董事津贴的议案 | ...

Group 1 - The Yunnan Provincial Development and Reform Commission and Energy Bureau announced the second batch of new energy project development plans, involving 206 projects with a total installed capacity of 14.27155 million kilowatts, including 154 photovoltaic projects with an installed capacity of 11.23 million kilowatts, which are required to commence construction by the end of February 2026 [1] - Wind power projects consist of 52 projects with an installed capacity of 3.04155 million kilowatts, which must start construction by the end of July 2026 [1] - This policy accelerates the infrastructure development of new energy, benefiting companies in the photovoltaic and wind power industry chains [1] Group 2 - As of August 20, the Kexin New Energy ETF (588830.SH) rose by 0.55%, and its related index, Kexin New Energy (000692.SH), increased by 0.51% [1] - Major constituent stocks such as Tian Nai Technology rose by 11.00%, Li Yuan Heng by 4.55%, Sany Renewable Energy by 4.32%, Trina Solar by 0.87%, and Jinbo Co., Ltd. by 1.94% [1] Group 3 - Guohai Securities pointed out that the acceleration of offshore wind power construction in Europe will provide export opportunities for Chinese offshore wind equipment manufacturers, as domestic companies possess global competitiveness in wind turbines and submarine cables [1] - Huayuan Securities believes that the approval pace for ultra-high voltage projects is expected to accelerate by 2025, with projects like the Eastern Tibet-South Guangdong-Macao Greater Bay Area already approved, leading to a recovery in the power equipment sector [1] - The demand for new energy power transmission and consumption will continue to drive the development of related industry chains [1]

Core Insights - The report by Shunwei Consulting highlights the organizational efficiency of ten benchmark companies in the wind power equipment sector, which represent 67% of the new installed capacity in China for 2024 [1][10]. Industry Overview - The global GDP growth rate for 2024 is projected at 3.9%, with China's economy showing a positive growth trend. Clean energy's share in the power structure is expected to rise to 37%, with wind power generation reaching 1 trillion kWh, a year-on-year increase of 13% [2][17]. - In 2024, the global wind power market is expected to add 117 GW of new capacity, with China accounting for 68% of this growth, translating to 80 GW of new installations. The compound annual growth rate (CAGR) for the past five years is 25% [2][38]. - The wind turbine market is projected to grow steadily, reaching a scale of 136.6 billion yuan by 2030, with increasing industry concentration as the CR5 rises from 65% in 2020 to 75% in 2024 [2][40]. Organizational Efficiency Analysis - In 2024, benchmark companies experienced a slight revenue decline of 2.1% and a net profit drop of 9.1%. Revenue per employee and net profit per employee fell by 6.4% and 17%, respectively [3]. - The gross profit margin and net profit margin decreased to 13% and 3.4%, indicating squeezed profit margins. The return on equity (ROE) is only 2.9%, with inventory and accounts receivable turnover rates declining [3]. - The market value of these companies decreased by 4.3% year-on-year, reflecting market concerns about their profitability resilience [3]. Competitive Landscape - The wind power industry is characterized by high market concentration, with the top five companies (CR5) controlling 75% of the market by 2024. The competitive dynamics are shifting towards a more consolidated market structure [2][44]. - Chinese wind turbine manufacturers are leading globally, but there remains significant potential for overseas expansion. The offshore wind power sector is expected to add 10 GW by 2025, with cumulative global additions reaching 156 GW from 2025 to 2030 [2][48]. Future Trends - The industry is witnessing trends such as deep-sea extension, larger and lighter wind turbines, and an expansion across the entire industrial chain. Wind turbine prices are expected to stabilize and recover by 2025 [2][30]. - The transition towards a market-oriented pricing mechanism for renewable energy is anticipated to enhance the profitability of wind power projects, especially as the market reforms take effect [24][29].

Market Overview - The Shanghai Composite Index rose by 0.85% on August 18, with 29 out of the 31 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 4.46% and 3.43% respectively [1] - The power equipment sector saw a rise of 1.32%, while the real estate and oil & petrochemical sectors faced declines of 0.46% and 0.10% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 16.057 billion yuan, with 8 sectors seeing net inflows. The electronics sector led with a net inflow of 5.040 billion yuan and a daily increase of 2.48%, followed by the communication sector with a net inflow of 4.904 billion yuan [1] - The non-bank financial sector had the largest net outflow, totaling 7.087 billion yuan, followed by the power equipment sector with a net outflow of 5.090 billion yuan. Other sectors with significant outflows included pharmaceuticals, basic chemicals, and real estate [1] Power Equipment Sector Performance - In the power equipment sector, 288 out of 361 stocks rose, with 9 hitting the daily limit. The sector had a net inflow of funds into 144 stocks, with 8 stocks receiving over 100 million yuan in net inflows. The top stock for net inflow was KOTAI Power, with 352 million yuan, followed by Kehua Data and Megmeet, with inflows of 287 million yuan and 223 million yuan respectively [2] - The sector also saw 13 stocks with net outflows exceeding 100 million yuan, with the largest outflows from Wolong Electric Drive, Shanghai Electric, and Electric Wind Power, amounting to 1.913 billion yuan, 1.011 billion yuan, and 246 million yuan respectively [2][3] Top Gainers in Power Equipment Sector - The top gainers in the power equipment sector included: - KOTAI Power: +20.01%, turnover rate 18.25%, net inflow 352.48 million yuan - Kehua Data: +7.71%, turnover rate 13.66%, net inflow 286.67 million yuan - Megmeet: +9.04%, turnover rate 13.07%, net inflow 222.95 million yuan [2] Top Losers in Power Equipment Sector - The top losers in the power equipment sector included: - Wolong Electric Drive: +7.97%, turnover rate 22.34%, net outflow -1.913 billion yuan - Shanghai Electric: -1.03%, turnover rate 4.74%, net outflow -1.011 billion yuan - Electric Wind Power: -5.37%, turnover rate 6.23%, net outflow -246 million yuan [3]

证券之星消息，8月18日风电设备板块较上一交易日下跌0.32%，电气风电领跌。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300690 | 双一科技 | 41.38 | 6.98% | 46.10万 | | 18.33亿 | | 301232 | 飞沃科技 | 39.65 | 3.17% | 6.41万 | | 2.51亿 | | 600072 | 中脂科技 | 13.37 | 2.37% | 43.01万 | | 5.75亿 | | 301557 | 常友科技 | 76.98 | 2.15% | 1.10万 | | 8411.61万 | | 603985 | 恒润股份 | 18.36 | 2.06% | 20.88万 | | 3.80亿 | | 301040 | 中环海陆 | 30.45 | 1.91% | 8.26万 | | 2.49亿 | | ...

Group 1 - The State Intellectual Property Office of China granted a patent to Shanghai Electric Wind Power Group Co., Ltd. for a device named "removal tool" with authorization announcement number CN223223301U, applied for on October 2024 [1] - The patent relates to the field of removing broken wires from the rectangular pipes of wind turbines, providing a tool that includes positioning fixtures, positioning components, and an installation base, ensuring simple structure and reliable positioning [1] Group 2 - Shanghai Electric Wind Power Group Co., Ltd. was established in 2006 and is located in Shanghai, primarily engaged in the production and supply of electricity and heat [2] - The company has a registered capital of 1,333.33 million RMB and has invested in 121 enterprises, participated in 1,854 bidding projects, and holds 1,173 patents along with 118 trademark registrations [2]