Group 1 - The core viewpoint of the article highlights the positive outlook for Goldwind Technology (02208), with its stock price rising over 8% due to favorable industry developments and government policies [1] - The National Development and Reform Commission's emphasis on breaking "involution" competition is expected to promote reforms in the bidding system for industries, including wind power, leading to a stabilization and potential increase in wind turbine prices [1] - The domestic wind power construction is accelerating, with good production and shipment performance in the supply chain since the first quarter, and a significant year-on-year increase in offshore wind power grid connection expected in the first half of 2025 [1] Group 2 - Citigroup recently reiterated a "buy" rating for Goldwind Technology, predicting that China's new wind power installations will exceed expectations, with an anticipated year-on-year growth of 38% to 120 GW for the year [1] - The grid connection volume is also expected to surpass 100 GW, higher than Citigroup's previous forecast of 90 GW, indicating strong market demand [1] - Citigroup anticipates a 10% increase in wind turbine bidding prices within the year, projecting Goldwind's sales gross margin to improve from 4% in 2024 to 7% and 10% in the following two years, raising the target price from 7.5 HKD to 9 HKD [1]

Group 1 - The core viewpoint of the article highlights the positive outlook for Goldwind Technology (金风科技) due to recent policy changes and market dynamics in the wind energy sector [1] - The National Development and Reform Commission's emphasis on breaking "involution" competition is expected to promote reforms in the bidding system for industries including wind power, leading to stabilization and potential increase in wind turbine prices [1] - The domestic wind power construction has accelerated, with good production and shipment performance in the supply chain since the beginning of the year, and a significant year-on-year increase in offshore wind power grid connection expected in the first half of 2025 [1] Group 2 - Citigroup has reiterated a "buy" rating for Goldwind Technology, forecasting that China's new wind power installations will exceed expectations, with an anticipated year-on-year growth of 38% to 120 GW for the year [1] - The grid connection volume is also expected to surpass 100 GW, exceeding Citigroup's previous forecast of 90 GW [1] - Citigroup anticipates a 10% increase in wind turbine bidding prices within the year, projecting Goldwind's sales gross margin to improve from 4% in 2024 to 7% and 10% in the following two years, raising the target price from 7.5 HKD to 9 HKD [1]

Core Insights - China has transformed from a laggard in wind and solar energy in 2000 to a global leader, with significant advancements in installed capacity and technology [1][15][39] - The western region of China is identified as the main battleground for clean energy development, particularly wind and solar power, supported by government policies and resource advantages [1][2][18] Group 1: Development Plans and Capacity - The Chinese government plans to achieve over 1.2 billion kilowatts of wind and solar power capacity by 2030, equivalent to 50 Three Gorges dams [1] - During the 14th Five-Year Plan, nine clean energy bases will be established, with seven located in the western region, focusing on integrated wind, solar, and storage solutions [2][4] - As of mid-2024, China's total installed capacity for solar and wind energy reached 1.18 billion kilowatts, surpassing coal power for the first time [15][18] Group 2: Regional Highlights - Inner Mongolia leads in renewable energy capacity with over 135 million kilowatts, while Xinjiang and Gansu also show significant growth in installed capacity [18][19] - The first batch of 50 "Desert, Gobi, and Wilderness" wind and solar projects has been announced, with 39 located in the western region, accounting for 78% of the total [19][20] Group 3: Infrastructure and Technology - The "Three Exchanges and Nine Directs" plan includes 12 high-voltage transmission lines, with nine originating from the western region to enhance the transport capacity of green electricity [21][22] - The domestic manufacturing of wind and solar equipment has significantly increased, with over 95% of large wind turbines and over 90% of solar equipment now produced in China [28][29] Group 4: Key Players and Innovations - Private enterprises like Trina Solar and Goldwind have played crucial roles in advancing technology and supporting large-scale wind and solar projects in the west [29][32] - Trina Solar leads in global patents for perovskite solar cells, indicating a strong position in next-generation solar technology [30][31] - Goldwind has become a leader in the wind energy sector, with a market share of 22% in domestic installations and 15.9% globally [33]

| | | | | 总股本的比例 | | | | 总股本的比例 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | (%) | | | | | | (%) | | | | 合计持有股份 | | 47,350.5172 | | | 11.2146 | | 46,412.0630 | 10.9923 | | | | 其中：无限售条件股份 | | 47,350.5172 | | | 11.2146 | | | 46,412.0630 | | 10.9923 | | 有限售条件股份 | | - | | | - | | | - | | - | | | 是■ 否□ | | | | | | | | | | | 份的预披露公告》 | | | | | | | | （公告编号：2025-051），和谐健康计划自减持 | | | | 计划公告披露之日起 | 15 个交易日后的 | | | | | 3 | 个月内（2025 | 年 8 | 月 | 1 | | 本次变动是否为履行已 | 2025 年 月 | 日至 | | 10 ...

证券日报网讯 8月6日晚间，金风科技发布公告称，公司全资子公司GoldwindEnergyS.r.l.（下称"金风罗 马尼亚"）与罗马尼亚的能源公司WPDRomaniaWindFarm01S.r.l.及WPDRomaniaWindFarm04S.r.l.分别签 署《风机供货和安装协议》，由金风罗马尼亚分别为WPDRomaniaWindFarm01S.r.l.及 WPDRomaniaWindFarm04S.r.l.提供风机供货至项目现场、风机吊装、调试、试运行及缺陷责任期的服 务。公司签署两份《母公司担保协议》，为金风罗马尼亚在上述《风机供货和安装协议》项下的履约责 任和义务分别提供担保，担保金额分别为10，860，000欧元及7，240，000欧元，折合人民币约为89， 886，048元及59，924，032元。上述两份《母公司担保协议》的签署日期为2025年8月6日，签署地点为 北京。 （文章来源：证券日报） ...

Core Viewpoint - The company, Goldwind Technology (02208), reported a significant reduction in shareholding by Harmony Health, which may impact the company's stock performance and investor sentiment [1] Summary by Relevant Sections Shareholding Changes - Harmony Health reduced its shareholding in Goldwind Technology by 9,384,542 shares from August 1 to August 5, 2025, representing 0.2223% of the company's total share capital after excluding shares in the repurchase account [1] - Following the reduction, Harmony Health's total shares held decreased from 473,505,172 to 464,120,630, resulting in a decrease in ownership percentage from 11.2146% to 10.9923% [1] - The change in equity ownership triggered a notification due to crossing a 1% threshold [1]

Core Viewpoint - Goldwind Technology (002202) announced a share reduction by Harmony Health, which sold a total of 9,384,542 shares between August 1 and August 5, 2025, representing 0.2223% of the company's total share capital after excluding shares in the repurchase account [1] Summary by Category - **Shareholding Changes** - Harmony Health's shareholding in Goldwind decreased from 473,505,172 shares to 464,120,630 shares [1] - The percentage of shares held by Harmony Health fell from 11.2146% to 10.9923% after the reduction [1] - The equity change triggered a 1% threshold adjustment [1]

股票代码：002202 股票简称：金风科技 公告编号：2025-057 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。 2025年7月10日，金风科技（以下简称"公司"）收到股东和谐健 康保险股份有限公司-万能产品（以下简称"和谐健康"）出具的《关 于股份减持计划的告知函》，和谐健康计划自减持计划公告披露之日 起15个交易日后的3个月内（2025年8月1日至2025年10月31日），以集 中竞价方式减持其持有的公司股份不超过42,222,394股（约占剔除回 购专用账户中股份数后公司总股本的1%）。具体内容详见公司于2025 年7月11日在指定媒体《证券时报》、巨潮资讯网（www.cninfo.com.cn） 及香港联合交易所有限公司网站（https://www.hkexnews.hk）披露的 《关于持股5%以上股东减持股份的预披露公告》（编号：2025-051）。 2025年8月6日， ...

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) 关于为全资子公司金风罗马尼亚提供担保的公告 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《金風科技股份有限 公司關於為全資子公司金風羅馬尼亞提供擔保的公告》，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8月6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 股票代码：002202 股票简称：金风科技 公告编号：2025-058 金 ...

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《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。 北京，2025年8月6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 股票代码：002202 股票简称：金风科技 公告编号：2025-057 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 ...