Group 1 - Wind power equipment sector increased by 1.78% on September 25, with Jixin Technology leading the gains [1] - Shanghai Composite Index closed at 3853.3, down 0.01%, while Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Jixin Technology's stock price rose by 10.04% to 5.15, with a trading volume of 520,900 shares [1] Group 2 - The wind power equipment sector saw a net inflow of 165 million yuan from institutional investors, while retail investors experienced a net outflow of 120 million yuan [2][3] - Jixin Technology had a net inflow of 129 million yuan from institutional investors, accounting for 48.67% of its trading volume [3] - Other notable stocks included Yunda Co. with a 5.12% increase and Goldwind Technology with a 4.92% increase [1]

Core Viewpoint - Jinpeng Technology's stock rose by 5.15% on September 25, reaching 14.10 CNY per share, with a trading volume of 1.977 billion CNY and a turnover rate of 4.31%, resulting in a total market capitalization of 59.573 billion CNY [1] Group 1: Company Overview - Jinpeng Technology Co., Ltd. is located in Beijing and was established on March 26, 2001, with its listing date on December 26, 2007 [1] - The company's main business includes the development, manufacturing, and sales of wind turbines, wind power services, investment and development of wind farms, and water services [1] - The revenue composition of the main business is as follows: sales of wind turbines and components account for 76.58%, wind farm development 11.12%, wind power services 10.15%, and others 2.16% [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Jinpeng Technology, a fund under Southern Fund holds a significant position [2] - The Southern CSI 500 ETF (510500) reduced its holdings by 4.743 million shares in the second quarter, now holding 30.7289 million shares, which represents 0.74% of the circulating shares [2] - The estimated floating profit from this position is approximately 21.2029 million CNY [2] Group 3: Fund Manager Profile - The fund manager of Southern CSI 500 ETF (510500) is Luo Wenjie, who has been in the position for 12 years and 160 days [3] - The total asset size of the fund is 138.999 billion CNY, with the best fund return during his tenure being 145.85% and the worst being -47.6% [3]

Group 1 - The stock price of Goldwind Technology (002202) has increased over 76%, reaching a high of 13.01 HKD, the highest since August 2022, with a year-to-date price doubling [1] - As of the report, the stock is up 7.3%, trading at 13.08 HKD, with a transaction volume of 254 million HKD [1] - Guoyuan Securities indicates that the supply-demand structure of China's wind power industry chain is relatively reasonable, and the profitability of enterprises is good [1] Group 2 - The wind power industry remains in a high boom, with favorable pricing and bidding conditions in the industry chain [1] - Domestic offshore wind construction is continuously advancing, and the export situation for wind power is showing positive trends [1] - Guotai Junan Securities notes that the company's wind turbine business gross margin has significantly improved year-on-year in the first half of this year, primarily due to faster growth in the higher-margin export wind turbine business [1] Group 3 - It is anticipated that as the profitability of domestic wind turbine business gradually recovers, the gross margin of the wind turbine business may further increase [1]

Group 1 - The stock price of Goldwind Technology (02208) has increased over 76%, reaching a new high of 13.01 HKD since August 2022, with a year-to-date price doubling [1] - As of the report, the stock is up 7.3%, trading at 13.08 HKD, with a trading volume of 254 million HKD [1] - Guoyuan Securities indicates that the supply-demand structure of China's wind power industry chain is relatively reasonable, and the profitability of enterprises is good [1] Group 2 - The wind power industry remains in a high boom, with favorable pricing and bidding conditions in the industry chain, and ongoing construction of offshore wind projects across the country [1] - The export situation for wind power is also showing positive trends, leading to a continued optimistic outlook for the domestic wind power industry chain, with a recommendation to focus on companies like Goldwind Technology [1] - According to Guotai Junan Securities, the company's wind turbine business gross margin has significantly improved year-on-year in the first half of this year, primarily due to faster growth in the higher-margin export wind turbine business [1]

Group 1: Market Performance - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 6.47% with a transaction volume of 529 million yuan [3] - Over the past month, the average daily transaction volume of the Rare Earth ETF reached 505 million yuan, ranking first among comparable funds [3] - The fund's scale increased by 1.716 billion yuan in the last month, also ranking first among comparable funds [3] - The number of shares for the Rare Earth ETF increased by 90.5 million shares this month, leading among comparable funds [3] - In the last 18 trading days, the fund attracted a total of 454 million yuan [3] - The net value of the Rare Earth ETF has risen by 105.55% over the past year, placing it in the top 11.10% among index equity funds [3] Group 2: Industry Outlook - The implementation of the "Rare Earth Management Regulations" in October 2024 will strengthen industry control, while the interim measures for total quantity control of rare earth mining and smelting will further tighten supply [4] - Leading companies like Northern Rare Earth will gain enhanced pricing power due to these regulations [4] - The rare earth industry is entering a new era of high-quality and standardized development, driven by growing demand from sectors such as electric vehicles, air conditioning, and consumer electronics [4] - The supply-demand gap for praseodymium and neodymium oxide is expected to reach 5.8% and 4.6% in 2025 and 2026, respectively, indicating a potential upward trend in price [4] - The performance of the rare earth industry chain is expected to improve quarter by quarter in the second half of the year, highlighting strategic allocation value [4] Group 3: Key Stocks - The top ten weighted stocks in the CSI Rare Earth Industry Index account for 62.15% of the index, with Northern Rare Earth and China Rare Earth being the top two [3] - Notable stock performances include Northern Rare Earth with a rise of 2.47% and China Rare Earth with an increase of 1.16% [6] - Investors can also access rare earth investment opportunities through the Rare Earth ETF Jiashi connecting fund (011036) [6]

（编辑 任世碧） 证券日报网讯 9月24日晚间，金风科技发布公告称，公司于2025年9月24日召开第九届董事会第六次会 议，审议通过了《关于向激励对象授予预留限制性股票的议案》，确定以2025年9月24日为预留授予 日，向符合条件的52名预留授予激励对象授予限制性股票282.8173万股，授予价格为3.95元/股。 ...

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 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《北京市競天公誠 律師事務所關於金風科技股份有限公司 2024 年限制性股票激勵計劃調整及預留 授予相關事項的法律意見書》，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24日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高 建軍先生、楊麗迎女士及張旭東先生；公司獨立非執行董事為曾憲芬先生、劉 登清先生及苗兆光先生；及公司職工代表董事為余寧女士。 *僅供識別 G 中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 3 ...

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 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《上海榮正企業諮 詢服務（集團）股份有限公司關於金風科技股份有限公司 2024 年限制性股票激 勵計劃預留授予相關事項之獨立財務顧問報告》，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24日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高 建軍先生、楊麗迎女士及張旭東先生；公司獨立非執行董事為曾憲芬先生、劉 登清先生及苗兆光先生；及公司職工代表董事為余寧女士。 | 一、释义 | 3 | | --- | --- | | ...

2024年限制性股票激励计划预留授予激励对象名单 （预留授予日） 一、激励对象获授的限制性股票分配情况 本次激励计划预留授予的限制性股票在各激励对象间的分配情况如下表所示： | | | 获授的权 | 占本次授予 | 占本激励计划 | | --- | --- | --- | --- | --- | | 序号 姓名 | 职务 | 益数量（万 | 权益总数的 | 公告日公司股 | | | | 股） | 比例 | 本总额的比例 | | 中层管理人员、核心骨干员工（52 | 人） | 282.8173 | 100% | 0.07% | | 预留授予合计（52 | 人） | 282.8173 | 100% | 0.07% | 注：1、本激励计划的激励对象不包括外部董事（含独立董事）、单独或合计持有公司 5% 以上股份的股东及其配偶、父母、子女； 2、本激励计划中任何一名激励对象在有效期内的股权激励计划所获授的限制性股票数量累 计未超过本激励计划草案公告时公司股本总额的 1%； 金风科技股份有限公司 金风科技股份有限公司董事会 2025年9月24日 1 ...

相关事项的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 2025 年 9 月 24 日，金风科技（以下简称"公司"）第九届董事 会第六次会议审议通过了《关于调整 2024 年限制性股票激励计划相 关事项的议案》。根据公司《2024 年限制性股票激励计划（草案）》 （以下简称"《激励计划（草案）》"或"本次激励计划"）的规定 和公司 2024 第四次临时股东大会的授权，公司董事会对本次激励计 划的授予价格进行了调整。现将有关事项说明如下： 股票代码：002202 股票简称：金风科技 公告编号：2025-079 金风科技股份有限公司 关于调整 2024 年限制性股票激励计划 5、2024 年 12 月 12 日，公司召开第八届董事会薪酬与考核委员 会第十次会议，审议通过了《关于调整 2024 年限制性股票激励计划 相关事项的议案》《关于向激励对象首次授予限制性股票的议案》， 并提交董事会审议。 6、2024 年 12 月 13 日，公司召开第八届董事会第二十八次会议、 第八届监事会第十四次会议，审议通过了《关于调整 2024 年限制性 股票激励计划相关事项 ...