股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2024年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 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) FF301 | 1. 股份分類 | 普通股 | 股份類別 | H | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02208 | 說明 | H股 | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | 已發行股份總數 | | | 上月底結存 | | | 773,572,399 | 0 | | 773,572,399 | | 增加 / 減少 (-) | | | | | | | | 本月底結存 | | | 773,572,399 | 0 | | 773,572,399 | | 2. 股份分類 | 普通股 | | 股份類別 | A | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | -- ...

2024年上半年，公司自营风电场装机及发电情况？ 答：截至2024年6月底，全球累计权益并网装机容量8,143.06MW，权益在 建风电场容量3,689.21MW；公司风电项目实现发电收入347,157.41万元， 较上年同期增加3.72%；公司国内合并报表范围内风电资产已覆盖全国23 个省份，公司国内合并报表范围发电量74.54亿kWh，上网电量72.84亿 kWh。2024年上半年，国内机组平均发电利用小时数1,268小时，超全国风 电机组平均水平134小时。 公司在可回收风机叶片方面有哪些研发或应用进展？ 附件二：投资者关系活动记录表格式 证券代码： 002202 证券简称：金风科技 金风科技股份有限公司投资者关系活动记录表 | | 编号： | | | | --- | --- | --- | --- | | 投资者关系活动 类别 | □特定对象调研 □分析师会议 | | | | | □媒体采访 | | □业绩说明会 | | | □新闻发布会 | | 路演活动 | | | □现场参观 | | | | | □其他 （请文字说明其他活动内容） | | | | 参与单位名称及 | 花旗银行 刘显达 | 美银证 ...

Investment Rating - The report maintains a "Buy" rating for the company [1][3]. Core Views - The company reported a year-on-year revenue growth of 10.83% in the first half of 2024, with total revenue reaching RMB 20.20 billion and net profit attributable to shareholders at RMB 1.39 billion, reflecting a 10.83% increase [3][5]. - The company's gross margin improved by 0.98 percentage points to 18.25%, while the net profit margin increased by 0.03 percentage points to 7.11% [3][5]. - The internationalization strategy is accelerating, with overseas sales revenue growing by 83.88% to RMB 4.78 billion, accounting for 23.65% of total revenue [3][5]. Financial Performance Summary - In H1 2024, the company achieved a revenue of RMB 20.20 billion, a 6.32% increase from the previous year, and a net profit of RMB 1.39 billion, up 10.83% [3][5]. - The company’s sales of wind turbines and components generated RMB 12.77 billion in revenue, with a gross margin of 3.75%, an increase of 6.29 percentage points [3][5]. - The company’s overseas order volume reached 5,173.12 MW, a year-on-year increase of 12.44% [3][5]. Earnings Forecast - The earnings per share (EPS) for 2024-2026 are adjusted to RMB 0.47, 0.62, and 0.74 respectively, with corresponding price-to-earnings ratios of 17.8, 13.6, and 11.3 [3][4]. - The company’s projected revenue for 2024 is RMB 62.30 billion, with a growth rate of 23.5% [4][6]. Market Position - The company is positioned to benefit from the increasing demand for wind energy and the ongoing trend of larger wind turbine models, with sales capacity for turbines of 6MW and above rising by 97.05% [3][5]. - The total market capitalization of the company is approximately RMB 35.58 billion [1]. Shareholder Information - The major shareholder is Hong Kong Central Clearing Limited, holding 18.28% of the shares [2]. - The total number of shares issued is 4,225.07 million, with 4,167.80 million shares in circulation [2].

Investment Rating - Buy rating, first coverage [1] Core Views - The company's performance has significantly improved in H1 2024, with revenue of 20.202 billion yuan, up 6.32% YoY, and net profit attributable to the parent company of 1.387 billion yuan, up 10.83% YoY [4] - Q2 2024 saw a remarkable YoY and QoQ growth in net profit, with a net profit attributable to the parent company of 1.054 billion yuan, up 6251.60% YoY and 216.94% QoQ [4] - The company's profitability has improved due to a decrease in expense ratio and lower steel costs [4] - The sales price of wind turbines has rebounded, and the revenue from wind farm development has grown rapidly [5] - The gross margin of wind turbines and components has significantly recovered, driven by optimized product structure and lower steel prices [6] - Overseas revenue has grown significantly, with international business contributing 47.79 billion yuan, up 83.88% YoY [6] Financial Performance - Revenue for 2024E is projected to be 59 billion yuan, with net profit attributable to the parent company of 2.207 billion yuan [3] - EPS for 2024E is expected to be 0.52 yuan, with a P/E ratio of 15.24x [3] - The company's gross margin for H1 2024 was 18.25%, up 5.13 ppts YoY, and the net margin was 7.11%, up 0.03 ppts YoY [4] - The gross margin for wind turbines and components in H1 2024 was 3.75%, up 6.29 ppts YoY [6] Market and Industry Comparison - The company's stock price has outperformed the wind power equipment industry, with a 1-month increase of 3.51% compared to the industry's decline of 9.64% [2] - The company's 12-month performance shows a decline of 13.29%, while the wind power equipment industry declined by 34.27% [2] Future Outlook - The company has external orders totaling 35.6GW as of June 30, 2024, up 26.4% YoY, with 65% of orders for 6MW and above units [6] - Revenue for 2025E and 2026E is projected to be 65.5 billion yuan and 72.5 billion yuan, respectively, with net profit attributable to the parent company of 2.634 billion yuan and 3.141 billion yuan [3] - The target price range is 6.2-9.3 yuan, based on a 10-15x P/E ratio for 2025E [6] Business Segments - Wind turbine and component sales accounted for 12.768 billion yuan in H1 2024, up 0.21% YoY, with sales volume of 5.15GW, down 10.9% YoY [5] - Wind farm development revenue was 4.401 billion yuan, up 31.49% YoY, with 1.01GW of new installed capacity in H1 2024 [5] - Overseas revenue contributed 4.779 billion yuan, up 83.88% YoY, with international business covering 42 countries and cumulative installed capacity of 7,421MW [6]

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its stock performance [2][4]. Core Views - The company reported steady revenue growth in the first half of 2024, with total revenue reaching 20.202 billion yuan, a year-on-year increase of 6.32%, and a net profit attributable to shareholders of 1.387 billion yuan, up 10.83% year-on-year [2]. - The sales and order scale of large megawatt products continue to improve, leading to significant profitability enhancements in the complete machine business [2]. - The company is focusing on international and offshore business, which, along with cost reduction and efficiency improvement measures, has led to a notable increase in gross profit margin for wind turbine and component sales [2]. Summary by Sections Financial Performance - In H1 2024, the company achieved a revenue of 20.202 billion yuan, with a net profit of 1.387 billion yuan, and a non-recurring net profit of 1.373 billion yuan, reflecting a year-on-year growth of 33.01% [2]. - For Q2 2024, revenue was 13.223 billion yuan, a decrease of 1.59% year-on-year, while net profit surged by 6251.60% year-on-year to 1.054 billion yuan [2]. Sales and Orders - The company sold 5150.72 MW of turbine capacity in H1 2024, a decrease of 10.94% year-on-year, primarily due to a slowdown in domestic wind power construction [2]. - The order backlog reached 38,357.84 MW by the end of June 2024, with external orders increasing by 26.40% year-on-year [2]. Profitability - Despite increasing competition, the company's gross profit margin for wind turbine and component sales improved by 6.29 percentage points to 3.75% in H1 2024 [2]. - The company’s focus on wind power services and wind farm investments is expected to support its annual performance [2]. Future Outlook - The report projects net profits for 2024-2026 to be 2.218 billion, 2.757 billion, and 3.192 billion yuan respectively, with corresponding EPS of 0.52, 0.65, and 0.76 yuan [2]. - The current A/H share prices correspond to a PE ratio of 16 and 8 times for 2024 [2].

附件二：投资者关系活动记录表格式 附件清单（如 证券代码： 002202 证券简称：金风科技 2024年上半年，公司风机在手订单情况？ 答：2024年上半年，公司在手订单保持稳步增长。截至2024年6月30日， 外部待执行订单总量为24,597.87MW，分别为：4MW以下机组766.92MW， 4MW(含）-6MW机组10,062.80MW，6MW及以上机组13,768.15MW；公司外部 中标未签订单为10,991.36MW，包括4MW(含）-6MW机组1,591.00MW，6MW及 以上机组9,400.36MW；公司在手外部订单共计35,589.23MW，同比增长 26.40%；其中海外订单量为5,173.12MW，同比增长12.44%；此外，公司另 有内部订单2,768.61MW。 2024年上半年，公司自营风电场装机及转让等情况？ 答：截至2024年6月底，公司国内外自营风电场权益装机容量合计 8,143MW，其中38%位于西北地区，23%位于华东地区，20%位于华北地区， 9%在南方地区，4%位于东北地区，国际地区占比6%。2024年1-6月，公司 国内外风电项目新增权益并网装机容量1,079MW ...

股票代码：002202 股票简称：金风科技 公告编号：2014-065 债券代码：112060 债券简称：12 金风 01 新疆金风科技股份有限公司 关于公司全资子公司 Goldwind International Holdingds (HK) Limited 开展外汇套期保值业务的公告 本议案无须提交公司股东大会审议。 四、风险分析 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。 新疆金风科技股份有限公司（下称"公司"）于 2014 年 12 月 22 日召开的第五届董事会第十二次会议审议通过《关于公司全资子公司 Goldwind International Holdingds (HK) Limited 开展外汇套期保 值业务的议案》，同意其开展外汇套期保值业务，具体情况如下： 一、开展套期保值业务目的 公司全资子公司Goldwind International Holdingds (HK) Limited的（以下简称"金风国际"）贸易回款币种主要以澳元、欧元、 美元为主，预测2015年澳元、欧元、美元兑人民币汇率波动大，因此， 为减少汇率波动对财务状况造成 ...

电力设备及新能源 2024 年 08 月 26 日 金风科技(002202.SZ) 风机盈利水平持续改善，海风市占份额提升 推荐（维持） 事项： 股价：7.39 元 主要数据 | --- | --- | |---------------------|------------------------------| | 行业 | 电力设备及新能源 | | 公司网址 | www.goldwind.com | | 大股东/持股 | 香港中央结算(代理人)有限公司 | | | /18.28% | | 实际控制人 | | | 总股本(百万股) | 4,225 | | 流通 A 股(百万股) | 3,394 | | 流通 B/H 股(百万股) | 774 | | 总市值（亿元） | 284 | | 流通 A 股市值(亿元) | 251 | | 每股净资产(元) | 8.64 | | 资产负债率(%) | 71.8 | 行情走势图 证券分析师 皮秀 投资咨询资格编号 S1060517070004 PIXIU809@pingan.com.cn 公司发布 2024 年半年报，实现营收 202.02 亿元，同比增长 6.32%，归 ...

股票代码：002202 股票简称：金风科技 公告编号：2024-053 金风科技股份有限公司 解除证券质押登记证明。 特此公告。 金风科技股份有限公司 二、股东股份累计质押的基本情况 截至公告披露日，上述股东所持质押股份情况如下： 股东名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次解除质押股 数（股） 占其所持股 份比例 占公司总 股本比例 起始日期 解除日 期 质权人 新疆风能 有限责任 公司 是 4,500,000 0.90% 0.11% 2008 年 11 月 20 日 2024 年 8 月 22 日 中国建设 银行股份 有限公司 新疆维吾 尔族自治 区分行 合计 - 4,500,000 0.90% 0.11% - - - 一、股东股份解除质押的基本情况 | | | | | | | 已质押股份情况 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 占其所 | 占公司 | | | 情况 | | | 股东名 | 持股数量 | 持股比 | 累计质押 | 持股份 | 总股本 | ...

股票代码：002202 股票简称：金风科技 公告编号：2017-021 新疆金风科技股份有限公司 关于为全资公司 White Rock Solar Farm Pty Ltd 提供担保的公告 新疆金风科技股份有限公司（下称"公司"或"金风科技"）全 资子公司金风国际控股（香港）有限公司（下称"金风国际"）、White Rock Solar Farm Pty Ltd（下称"白石太阳能公司"，为金风国际全 资子公司）与澳大利亚可再生能源局（下称"ARENA"）签订融资合同， ARENA向白石太阳能公司提供540万澳元的政府拨款，金风国际就该项 政府拨款为白石太阳能公司提供不超过540万澳元的连带责任担保， 期限为融资合同签订之日起至项目完工后三年期满为止。 协议签署日期：2017 年 4 月 20 日 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。 一、担保情况概述 签署地点：澳大利亚 二、被担保人基本情况 公司名称：White Rock Solar Farm Pty Ltd 成立时间：2016 年 3 月 4 日 注册地点：悉尼 主营业务：太阳能电厂开发及售后服务 ...