（文章来源：第一财经） | 公告日期 | 2026-01-07 | 异常期间 无 | | | | | --- | --- | --- | --- | --- | --- | | 金风科技 (002202) | | 成交量 | 680,173,149 份/股 | 成交金额 | 16,845,815,443 元 | | 日价格涨幅偏离值达到9.89% | | | | | | | 买 | 会员营业部名称 | 买入金额 | 卖出金额 | | --- | --- | --- | --- | | | | (元) | (元) | | 买1 | 深股通专用 | 633,135,376 | 725,714,054 | | 买2 | 国泰海通证券股份有限公司宜昌沿江大 道证券营业部 | 204,143,519 | 94,684,926 | | 买3 | 国泰海通证券股份有限公司上海长宁区 江苏路证券营业部 | 197,789,492 | 45,924,073 | | 买4 | 国泰海通证券股份有限公司北京知春路 证券营业部 | 160.856.470 | 184.025.680 | | જુર | 机构专用 | 138,590, ...

Group 1 - Morgan Stanley reports a significant increase in solar wafer and battery prices by December 2025, primarily due to rising costs of key materials such as polysilicon and silver paste, along with some influence from anti-involution policies [1] - The establishment of a polysilicon industry consolidation platform is expected in early December 2025, with policy-driven industry consolidation anticipated to occur in 2026 [1] - The firm has given "overweight" ratings to GCL-Poly Energy (03800) and Daqo New Energy (DQ.US) [1] Group 2 - Goldwind Technology (02208) H-shares and A-shares saw price increases of 17% and 18% respectively from December 31, 2025, to January 6, 2026, while the Hang Seng China Enterprises Index rose by 4% and the Shenzhen Component Index by 3% [1] - The price surge is attributed to market expectations regarding the value release of Goldwind's 4.14% stake in Blue Arrow Aerospace, which has IPO plans [1] - Since December 31, 2025, Goldwind's market capitalization has increased by approximately 14 billion RMB, with an estimated valuation multiple for Blue Arrow Aerospace reaching 88 times the 2024 fiscal year price-to-book ratio [1] Group 3 - Siyuan Electric (002028.SZ) has signed a three-year memorandum of understanding for energy storage cooperation with CATL (03750), with a total scale of 50GWh [2] - This collaboration demonstrates Siyuan Electric's ambition to develop its energy storage system business, which could support annual revenues of approximately 20 billion RMB once fully operational [2] - Preliminary estimates suggest that this 50GWh partnership may provide over 10% upside to Siyuan Electric's market consensus earnings forecast for the fiscal years 2027 to 2028 [2]

Group 1 - Morgan Stanley reports a significant increase in solar wafer and battery prices by December 2025, driven by rising costs of key materials such as polysilicon and silver paste, along with policies against internal competition [1] - The establishment of a polysilicon industry consolidation platform is expected by early December 2025, with policy-driven consolidation anticipated to occur in 2026 [1] - The firm maintains an "overweight" rating on GCL-Poly Energy (03800) and Daqo New Energy (DQ.US) [1] Group 2 - Goldwind Technology (02208) H-shares and A-shares saw price increases of 17% and 18% respectively from December 31, 2025, to January 6, 2026, outperforming the Hang Seng Index and Shenzhen Component Index [1] - The market's expectation of value release from Goldwind's 4.14% stake in Blue Arrow Aerospace, which has IPO plans, is believed to be a key factor in this price surge [1] - Goldwind's market capitalization increased by approximately 14 billion RMB since December 31, 2025, with an estimated valuation multiple for Blue Arrow Aerospace reaching 88 times the 2024 fiscal year price-to-book ratio [1] Group 3 - Siyuan Electric (002028.SZ) signed a three-year memorandum of understanding for energy storage cooperation with CATL (03750), with a total scale of 50GWh [2] - This collaboration indicates Siyuan Electric's ambition to develop its energy storage system business, potentially supporting annual revenues of around 20 billion RMB upon full capacity [2] - The partnership is expected to provide over a 10% upside to Siyuan Electric's market consensus earnings forecast for the fiscal years 2027 to 2028 [2]

大和近期表示，任何蓝箭航天科创板IPO的正面进展，以及商用航天政策正面消息，都可以为金风带来 进一步股价正面催化剂，及对金风带来估值重评的机会。小摩则认为金风科技股价因蓝箭航天而上涨或 反应过度。 智通财经APP获悉，金风科技(02208)A股尾盘快速拉升并封涨停，H股由跌转涨逾3%。截至发稿，H股 涨1.91%，报16港元，成交额17.94亿港元。 消息面上，近期，蓝箭航天科创板IPO申请获受理，有望冲刺科创板"商业航天第一股"。本次IPO蓝箭 航天拟募资75亿元，用于可重复使用火箭产能提升项目、可重复使用火箭技术提升项目。招股书显示， 金风科技通过旗下江瀚资产持有蓝箭航天4.1412%股权，位列第六大股东。 ...

消息面上，近期，蓝箭航天科创板IPO申请获受理，有望冲刺科创板"商业航天第一股"。本次IPO蓝箭 航天拟募资75亿元，用于可重复使用火箭产能提升项目、可重复使用火箭技术提升项目。招股书显示， 金风科技通过旗下江瀚资产持有蓝箭航天4.1412%股权，位列第六大股东。 大和近期表示，任何蓝箭航天科创板IPO的正面进展，以及商用航天政策正面消息，都可以为金风带来 进一步股价正面催化剂，及对金风带来估值重评的机会。小摩则认为金风科技股价因蓝箭航天而上涨或 反应过度。 金风科技（002202）(02208)A股尾盘快速拉升并封涨停，H股由跌转涨逾3%。截至发稿，H股涨 1.91%，报16港元，成交额17.94亿港元。 ...

（文章来源：证券时报网） 数据宝统计，截至14:01，金风科技成交额136.80亿元，超上一日全天。最新股价上涨2.79%，换手率 16.60%。上一交易日该股全天成交额为136.64亿元。（数据宝） ...

（文章来源：证券时报网） 数据宝统计，截至14:33，金风科技成交额144.83亿元，创上市以来新高。最新股价上涨3.08%，换手率 17.56%。上一交易日该股全天成交额为136.64亿元。（数据宝） ...

小摩发布研报称，金风科技AH股近期明显跑赢市场，可能归因于市场对其持有的蓝箭航天4.14%股权 价值释放的预期。该行认为金风科技股价因蓝箭航天而上涨或反应过度。自2025年12月31日以来，金风 科技的市值增加约140亿元人民币。根据该行的测算，这意味著蓝箭航天的估值倍数将达到88倍2024财 年市净率。 金风科技（002202）(02208)回落逾4%，截至发稿，跌3.63%，报15.13港元，成交额9.44亿港元。 消息面上，2025年12月31日，蓝箭航天正式提交上市申请并获得受理，有望成为"商业航天第一股"。蓝 箭航天招股书显示，金风科技子公司江瀚资产持有蓝箭航天4.14%的股份。金风科技近期表示，对蓝箭 航天的持股作为非上市权益工具的投资。 ...

小摩发布研报称，金风科技AH股近期明显跑赢市场，可能归因于市场对其持有的蓝箭航天4.14%股权 价值释放的预期。该行认为金风科技股价因蓝箭航天而上涨或反应过度。自2025年12月31日以来，金风 科技的市值增加约140亿元人民币。根据该行的测算，这意味著蓝箭航天的估值倍数将达到88倍2024财 年市净率。 智通财经APP获悉，金风科技(02208)回落逾4%，截至发稿，跌3.63%，报15.13港元，成交额9.44亿港 元。 消息面上，2025年12月31日，蓝箭航天正式提交上市申请并获得受理，有望成为"商业航天第一股"。蓝 箭航天招股书显示，金风科技子公司江瀚资产持有蓝箭航天4.14%的股份。金风科技近期表示，对蓝箭 航天的持股作为非上市权益工具的投资。 ...

Core Viewpoint - The heat of commercial aerospace has been reignited at the beginning of 2026, particularly with the acceptance of Blue Arrow Aerospace's IPO application, marking a significant moment for the industry [3][16]. Group 1: Company Developments - Blue Arrow Aerospace has officially launched its IPO application on the Sci-Tech Innovation Board, aiming to become the "first stock in commercial aerospace" [3][16]. - Goldwind Technology, through its subsidiary Jianghan Asset, holds a 4.14% stake in Blue Arrow Aerospace, which has recently gained attention as its stock price surged, pushing its market capitalization above 100 billion yuan [5][18]. - On January 6, 2026, Goldwind Technology's stock hit a historical high of 24 yuan, with a total market value reaching 937.86 billion yuan, reflecting strong investor interest [6][19]. Group 2: Investment Insights - Goldwind Technology's investment in Blue Arrow Aerospace dates back to 2018 during the latter's B+ round financing, a time when commercial aerospace was not a frequent topic in capital markets [9][21]. - The estimated value of Goldwind's stake in Blue Arrow Aerospace has exceeded 800 million yuan based on the latter's valuation of 20 billion yuan [21]. - Goldwind's broader investment strategy spans multiple sectors, including new energy and manufacturing, with its equity investment value reaching 3.337 billion yuan as of mid-2025 [10][24]. Group 3: Market Reactions - The acceptance of Blue Arrow Aerospace's IPO has triggered a rally in the secondary market, with stocks related to commercial aerospace, including Goldwind Technology, experiencing significant price increases [9][27]. - The stock price of Goldwind Technology has been positively influenced by the overall market sentiment surrounding commercial aerospace, showcasing a butterfly effect from past investments [27].