Core Viewpoint - The company, Goldwind Technology, reported a significant reduction in shareholding by Harmony Health Insurance Co., Ltd., which has implications for the company's stock ownership structure and potential market perception [1] Group 1: Shareholding Changes - Harmony Health reduced its shareholding in Goldwind Technology by 39,044,391 shares, representing 0.924113% of the total share capital [1] - Following this reduction, Harmony Health's total shareholding decreased from 365,364,817 shares to 326,320,426 shares, lowering its ownership percentage from 8.647550% to 7.723437% [1] - The reduction in shareholding also affected the percentage when excluding shares held in the company's repurchase account, decreasing from 8.653342% to 7.728610% [1]

Core Viewpoint - The company, Goldwind Technology, reported a significant reduction in shareholding by Harmony Health Insurance Co., Ltd., indicating a shift in ownership structure and potential implications for investor sentiment [1] Group 1: Shareholding Changes - Harmony Health reduced its shareholding in Goldwind Technology by 39,044,391 shares, representing 0.924113% of the total share capital [1] - Following this transaction, Harmony Health's total shareholding decreased from 365,364,817 shares to 326,320,426 shares, lowering its ownership percentage from 8.647550% to 7.723437% [1] - The reduction in shareholding also affected the percentage when excluding shares held in the company's repurchase account, decreasing from 8.653342% to 7.728610% [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 GOLDWIND SCIENCE&TECHNOLOGY CO., LTD.* 金風科技股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司 ) (Stock Code: 02208) 海外監管公告 金风科技股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 公司股东和谐健康保险股份有限公司-万能产品保证向本公司 提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列金風科技股份有限公司在深圳證券交易所網站刊登的《金風科技股份有限 公司關於持股 5%以上股東權益變動觸及 1%整數倍的公告》，僅供參閱。 承董事會命 金風科技股份有限公司 馬金儒 公司秘書 北京，2025年9月29日 於本公告日期，公司執行董事為武鋼先生及 ...

合计持有股份 36,536.4817 8.647550 8.653342 32,632.0426 7.723437 7.728610 其中：无限售条件 股份 36,536.4817 8.647550 8.653342 32,632.0426 7.723437 7.728610 有限售条件股份 - - - - - - 4.承诺、计划等履行情况 本次变动是否为履行已 作出的承诺、意向、计 划 不涉及 本次变动是否存在违反 《证券法》《上市公司 收购管理办法》等法律、 行政法规、部门规章、 规范性文件和本所业务 规则等规定的情况 是□否■ 5.被限制表决权的股份情况 按照《证券法》第六十 三条的规定，是否存在 不得行使表决权的股份 是□否■ 6.30%以上股东增持股份的说明（不适用） 7.备查文件 1．中国证券登记结算有限责任公司持股变动明细 ■ 2．相关书面承诺文件 □ 3．律师的书面意见 □ 4．深交所要求的其他文件 ■ 特此公告。 股票代码：002202 股票简称：金风科技 公告编号：2025-083 金风科技股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 公司股东和谐健康保险股份有限公司 ...

Investment Rating - The report rates the wind power industry as "Overweight" indicating a positive outlook for the sector [3][10]. Core Insights - Wind turbine bidding prices are on the rise, with the average bidding price for wind turbine units reaching 1,616 RMB/kW in June 2025, a year-on-year increase of approximately 10.3%, which is expected to significantly enhance profit margins for manufacturers [3]. - The anticipated growth in offshore wind capacity, projected to reach 8.7 GW in 2026 (a year-on-year increase of 107%), is expected to drive a valuation shift in the sector, particularly as market expectations for profit elasticity in turbine manufacturing strengthen [3]. - Key investment recommendations include focusing on companies benefiting from price increases and strong profit elasticity, such as Goldwind Technology, Yunda Co., Sany Heavy Energy, and Dongfang Cable, as well as companies with scarce capacity and significant growth potential like Jinlei Co. and Haili Wind Power [3]. Summary by Sections Wind Power Equipment - The wind power equipment sector is experiencing a recovery phase with increasing bidding prices and profit potential [3]. - The establishment of industry self-regulation mechanisms is contributing to the positive price trend [3]. Market Expectations - The report highlights the synchronization of domestic and global offshore wind expectations, which is likely to enhance market sentiment and valuation for the sector [3]. - The report anticipates that the upcoming quarterly disclosures will further bolster market expectations regarding profit elasticity [3]. Key Companies - The report identifies several key companies for investment consideration, including: - Goldwind Technology - Yunda Co. - Sany Heavy Energy - Dongfang Cable - Jinlei Co. - Haili Wind Power - Other notable mentions include Dajin Heavy Industry, Zhongtian Technology, and Guoda Special Materials [3].

目錄 | 釋義 | 02 | | --- | --- | | 公司資料 | 06 | | 管理層討論與分析 | 07 | | 其他資料 | 29 | | 簡明合併財務報表審閱報告 | 35 | | 簡明合併利潤表及其他全面收益表 | 36 | | 簡明合併財務狀況表 | 38 | | 簡明合併權益變動表 | 40 | | 簡明合併現金流量表 | 42 | | 簡明合併財務報表註釋 | 45 | 01 金風科技股份有限公司 二零二五年中期報告 釋義 本半年報內，除文義另有所指外，以下詞語具有以下含義： | 「2024年度股東會」 | 公司於2025年6月26日舉行的2024年度股東會； | | --- | --- | | 「A股」 | 本公司於深交所發行上市並以人民幣買賣的普通股，每股面值以人民幣計值為 | | | 人民幣1.00元； | | 「A股股東」 | A股的持有者； | | 「《章程》」 | 本公司《章程》，經不時修訂、增補或以其他方式修改； | | 「聯繫人」 | 具有《上市規則》所賦予之含義； | | 「權益容量」 | 代表本集團所佔權益容量，通過本集團在某電力項目中之所有權百分比乘以該 | | ...

| 排名 | 股票代码 | 股票名称 | | --- | --- | --- | | 1 | sz300666 | 江丰电子 | | 2 | sz300316 | 晶盛机电 | | 3 | sz300763 | 锦浪科技 | | 4 | sh600095 | 湘财股份 | | 5 | sz002202 | 金风科技 | | 6 | sz002475 | 立讯精密 | | 7 | sz300827 | 上能电气 | | 8 | sz300014 | 亿纬锂能 | | 9 | sz300475 | 香农芯创 | | 10 | sh688660 | 电气风电 | 【全榜单】专业选手"实战大赛"TOP榜：股票组榜首收益率剑指200% 新浪财经主办、银华基金独家合作的"第二届金麒麟最佳投资顾问评选"活动火热进行中！超3000名专业 投顾模拟组合火热PK中！ 金麒麟最佳投资顾问评选活动旨在为投资顾问提供一个展示形象、扩围服务、提升能力的舞台，为优秀 投资顾问与大众投资人搭建沟通对话的桥梁，助推中国财富管理行业健康发展。 【ETF买入榜】 ETF投资高手实战大赛丨哪些ETF备受"牛人"青睐？9月29日十大买入ETF榜：电池 ...

Market Overview - On September 29, methanol and green methanol concepts surged, with Donghua Technology achieving two consecutive trading limits, and Changhua Chemical and Fuke Environmental Protection hitting the daily limit [1] Policy Developments - On September 25, seven departments including the Ministry of Industry and Information Technology released the "Petrochemical Industry Stabilization Growth Work Plan (2025-2026)", emphasizing the promotion of green ammonia and green alcohol in the marine fuel market and accelerating the improvement of green product certification [2] - The International Maritime Organization (IMO) is set to officially adopt its first industry-wide "IMO Net Zero Framework" in October 2025, which includes mandatory marine fuel standards, emission restrictions, and carbon pricing mechanisms. Starting in 2027, this framework will be enforced for large ocean-going vessels over 5,000 gross tons, which account for approximately 85% of international shipping CO2 emissions, aiming for net-zero emissions in the global shipping industry by 2050 [2] - Goldwind Technology announced on September 9 plans to sign an investment development agreement for a wind power hydrogen ammonia methanol integration project with the People's Government of Bayannaoer City, with a total investment of approximately 18.92 billion yuan. The project plans to build 3GW of wind power, with over 80% of the generated electricity used for electrolysis to produce green hydrogen, resulting in the production of 600,000 tons of green methanol and 400,000 tons of green ammonia annually [2] Institutional Insights - Methanol has advantages over other fuels, including flexible storage and refueling, low cost per unit of heat value, complete storage infrastructure, low ship modification costs, and environmental friendliness, making it a primary choice for long-term green transformation in shipyards. However, short-term supply and cost issues for green alcohol may limit its adoption, with LNG serving as a transitional option. Currently, there are at least 320 orders for methanol-fueled vessels, primarily container ships, with a concentrated delivery period expected to begin in 2026. The global methanol consumption in 2024 is projected to be approximately 140 million tons, with green alcohol demand from marine fuel estimated at 500-600 million tons. If the penetration rate of methanol as marine fuel reaches 10% by 2030, it is expected to drive global methanol demand growth by over 40% [3] - The high growth in green alcohol demand will simultaneously drive green hydrogen consumption, creating opportunities during the supply-demand imbalance. Approximately 300 green methanol-fueled vessels are expected to be operational, which will lead to a demand for about 6.8 million tons of green methanol, corresponding to a green hydrogen consumption of 750,000 to 1.3 million tons. Currently, the operational capacity of green hydrogen projects is around 1.8 million tons, and the commissioning of methanol vessels will consume 42%-72% of this capacity, facilitating downstream applications for green hydrogen [3] - The construction cycle for major green alcohol projects is 1-2 years, aligning with the operational cycle of green methanol vessels (27 years after the IMO net-zero framework policy takes effect). It is anticipated that from the second half of 2025, existing but unstarted green hydrogen ammonia methanol projects will accelerate construction, driving demand for upstream hydrogen production equipment. Additionally, the increased penetration of green hydrogen in other sectors will further boost the demand for green hydrogen equipment, with high elasticity in the equipment segment. Bidding is expected to favor state-owned enterprises and related cooperative enterprises focusing on high-elasticity segments under industry expansion, with green alcohol operators that collaborate with green methanol shipowners and green hydrogen equipment manufacturers set to benefit significantly [4]

数据显示，前海开源基金旗下1只基金重仓金风科技。前海开源清洁能源混合A（001278）二季度持有 股数281.12万股，占基金净值比例为5.54%，位居第十大重仓股。根据测算，今日浮盈赚取约202.41万 元。连续3天上涨期间浮盈赚取342.97万元。 9月29日，金风科技涨5.02%，截至发稿，报15.06元/股，成交16.11亿元，换手率3.26%，总市值636.30 亿元。金风科技股价已经连续3天上涨，区间累计涨幅9.3%。 资料显示，金风科技股份有限公司位于北京市经济技术开发区博兴一路8号,香港铜锣湾礼顿道9-11号合 诚大厦17楼1701室，成立日期2001年3月26日，上市日期2007年12月26日，公司主营业务涉及风力发电 机组开发制造和销售、风电服务、风电场投资与开发、水务业务。主营业务收入构成为：风机及零部件 销售76.58%，风电场开发11.12%，风电服务10.15%，其他2.16%。 从基金十大重仓股角度 前海开源清洁能源混合A（001278）成立日期2015年6月16日，最新规模4.44亿。今年以来收益 40.74%，同类排名1727/8244；近一年收益56.83%，同类排名185 ...

Group 1 - Wind power stocks collectively rose, with China High-Speed Transmission (00658) up 5.17% to HKD 1.83, Longyuan Power (00916) up 4.57% to HKD 8.23, and Goldwind Technology (02208) up 4.12% to HKD 13.91 [1] - According to the National Energy Administration, from January to August, the newly installed wind power capacity in China reached 57.84 GW, an increase of 24.24 GW year-on-year [1] - A report by Wood Mackenzie forecasts that global wind power installations will reach 170 GW in 2025, setting a historical record, with an average annual increase exceeding 170 GW over the next five years, peaking at 200 GW by 2034 [1] Group 2 - Ping An Securities noted the commencement of the "large replaces small" 1 million kW wind power project by Ningxia Huadian in Haichuan County, indicating a shift from older 1.5 MW models to larger capacities [1] - The transition from older 1.5 MW models, which have historically been dominant in the domestic market, presents significant opportunities for capacity replacement and growth in land-based wind demand [1]