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) 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 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: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 773,572,399 | | 0 | ...

大和发表报告指，据上交所信披，蓝箭航天科创板IPO申请已获受理，公司计划集资75亿元。金风科技 对蓝箭航天具重大持股。蓝箭航天上市前估值逾200亿元，市场对其上市后估值估算介乎600亿至1000亿 元，大和估算市场对金风的估值溢价达10%(现时金风估值约900亿元)。此外，该行预期任何蓝箭航天科 创板IPO的正面进展，以及内地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。该行予金风科技港股"持有"评级。 ...

金风科技成交额达100亿元，现涨9.90%。 ...

Core Viewpoint - The news highlights the significant impact of Blue Arrow Aerospace's acceptance for IPO on the Science and Technology Innovation Board, leading to a collective surge in stock prices of several related companies in the A-share market [1] Group 1: Stock Market Reaction - On January 5, following the IPO news, stocks of companies with stakes in Blue Arrow Aerospace experienced substantial increases, with Jin Feng Technology hitting the daily limit, Nova Star Cloud opening at the daily limit, and Srey New Materials rising over 13% at one point [1] - Other companies such as Century Huato, Rongsheng Development, and Zhangjiang Hi-Tech also saw notable stock price increases, with gains of over 8%, 7%, and 3% respectively during the trading session [1] Group 2: Blue Arrow Aerospace IPO Details - Blue Arrow Aerospace's IPO was officially accepted by the Shanghai Stock Exchange on December 31, 2025, marking a significant milestone for the company [1] - The company specializes in the research, development, and production of liquid oxygen-methane engines and launch vehicles, providing commercial rocket launch services [1] - Blue Arrow Aerospace aims to raise 7.5 billion yuan through this IPO, with all net proceeds allocated to projects aimed at enhancing reusable rocket production capacity and technology [1]

Group 1 - The commercial aerospace sector is experiencing significant activity, with companies such as Leike Defense, Galaxy Electronics, Goldwind Technology, and Fenghuo Communication reaching their daily trading limits [1] - Other companies showing notable gains include Yunhan Xincheng, Feiwo Technology, Heshun Electric, and China Satellite Communications [1]

龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日涨幅偏离值达7%上榜龙虎榜1 次，买卖居前营业部中，机构净卖出1.28亿元，营业部席位合计净买入10.13亿元。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.31 | 0.99 | 12.77 | -4.69 | | 2025.12.30 | -6.74 | 20.37 | -297819.95 | | 2025.12.29 | 10.01 | 6.57 | 62830.91 | | 2025.12.26 | 2.71 | 10.46 | -50804.58 | | 2025.12.25 | 9.98 | 7.95 | 85737.24 | | 2025.12.24 | 2.23 | 4.55 | 17055.04 | | 2025.12.23 | 0.95 | 5.80 | -3439.61 | | 2025.12.22 | 4.26 | 4.76 | 9140.56 | | 2025.12.19 | -2.0 ...

Core Viewpoint - The commercial aerospace concept stocks experienced a significant surge in the previous trading day but have shown a notable decline today, indicating volatility in the sector [1] Company Performance - Goldwind Technology (02208.HK) fell by 8.82%, trading at 14.79 HKD [1] - Asia-Pacific Satellite (01045.HK) decreased by 5.61%, with a current price of 3.53 HKD [1] - Aerospace Holdings (00031.HK) dropped by 4.23%, now priced at 0.68 HKD [1] - AVIC Industry (02357.HK) saw a decline of 2.59%, trading at 4.13 HKD [1]

Group 1 - The market opened strong on the first trading day of 2026, with the ChiNext Index rising over 1.00% and the Shanghai Composite Index increasing by 0.45%, reaching a high of 3994.77 points during the session [1] - Sectors such as brain-computer interfaces, oil and gas, precious metals, and commercial aerospace showed significant gains, with nearly 3400 stocks in the Shanghai and Shenzhen markets rising [1] - Precious metals and gaming sectors led the gains, while the commercial aerospace concept stocks opened high, with companies like Goldwind Technology and Aerospace Science & Industry Corporation hitting the daily limit [3] Group 2 - Blue Arrow Aerospace's IPO was accepted, aiming to become the "first commercial rocket stock," with plans to raise 7.5 billion yuan for projects related to reusable rocket capacity and technology enhancement [4] - Market sentiment was reflected in stocks like Fenglong Co., which hit the daily limit for the sixth time, and other commercial aerospace stocks such as Shenkong Co. and China Satellite, which opened significantly higher [7] - Other sectors like robotics and digital currency also saw varied performances, with some stocks opening lower despite the overall market strength [7]

Group 1 - The commercial aerospace concept stocks experienced a significant drop after a previous surge, with notable declines in companies such as Goldwind Technology down 8.82% to HKD 14.79, Asia-Pacific Satellite down 5.61% to HKD 3.53, Aerospace Holdings down 4.23% to HKD 0.68, and AVIC Aerospace down 2.59% to HKD 4.13 [1] - Blue Arrow Aerospace has submitted its prospectus for an IPO on the Sci-Tech Innovation Board, aiming to raise CNY 7.5 billion, with CNY 2.77 billion allocated for reusable rocket capacity enhancement and CNY 4.73 billion for technology improvements in reusable rockets [1] - Guolian Minsheng Securities has released a report indicating that by 2026, domestic and international rocket manufacturers are expected to go public, with accelerated launches of low-orbit satellite constellations and the potential for space computing to achieve a "0-1" breakthrough [1] Group 2 - The report suggests focusing on leading companies in the rocket component sector, such as rocket engines and structural components, which may benefit from the financing of rocket manufacturers and the acceleration of technology iteration and capacity expansion [1] - Companies involved in downstream satellite equipment and operations are expected to benefit from the increased launch capacity of private rockets, leading to reduced launch costs and an accelerated process for low-orbit satellite networking [1]

Group 1 - The commercial aerospace concept stocks experienced a significant drop after a previous surge, with notable declines in companies such as Goldwind Technology (down 8.82% to HKD 14.79), Asia-Pacific Satellite (down 5.61% to HKD 3.53), Aerospace Holdings (down 4.23% to HKD 0.68), and AVIC (down 2.59% to HKD 4.13) [1] - Blue Arrow Aerospace has submitted its prospectus for an IPO on the Sci-Tech Innovation Board, aiming to raise CNY 7.5 billion, with CNY 2.77 billion allocated for enhancing reusable rocket production capacity and CNY 4.73 billion for improving reusable rocket technology [1] - Guolian Minsheng Securities released a report indicating that by 2026, domestic and international rocket manufacturers are expected to go public, with accelerated launches of low-orbit constellations and the potential for space computing to achieve a "0-1" breakthrough [1] Group 2 - The report suggests focusing on leading companies in the rocket components sector, such as rocket engines and body structures, which may benefit from the financing acceleration of rocket manufacturers' IPOs, leading to technological iterations and capacity expansion [1] - Companies involved in downstream satellite equipment and operations are expected to benefit from the increased launch capacity of private rockets, which will lower launch costs and accelerate the deployment of low-orbit satellite networks [1]