股票代码：002202 股票简称：金风科技 公告编号：2025-112 金风科技股份有限公司 关于持股 5%以上股东减持至 5%以下及权益变动触及 1% 整数倍暨披露简式权益变动报告书的提示性公告 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。 特别提示： 合计 3,189.0599 0.754795 本次权益变动 方式（可多选） 通过证券交易所的集中交易 ■ 通过证券交易所的大宗交易 □ 其他 □（请注明） 3.本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 股份性质 本次变动前持有股份 本次变动后持有股份 股数(万股) 占总股本的比例 (%) 股数(万股) 占总股本的比 例(%) 合计持有股份 24,314.3890 5.754793 21,125.3291 4.999998 其中：无限售条件 股份 24,314.3890 5.754793 21,125.3291 4.999998 有限售条件股份 - - - - 4.承诺、计划等履行情况 本次 ...

金风科技公告称，持股5%以上股东和谐健康于2025年12月19日至22日，通过集中竞价减持3189.0599万 股，占总股本0.754795%。减持后，和谐健康持股降至21125.3291万股，占比4.999998%，不再是持股 5%以上股东，权益变动触及1%及5%整数倍。此次减持符合法规，公司无控股股东和实控人，权益变动 不影响公司控制权、治理结构和持续经营。 ...

港股风电股持续活跃，其中，金风科技涨超5%，东方电气、瑞风新能源涨超3%，京能清洁能源涨 1.3%，龙源电力跟涨。 本文源自：金融界AI电报 ...

Core Viewpoint - The Hong Kong wind power stocks are experiencing significant activity, with notable increases in share prices for several companies, driven by positive industry outlook and government support for renewable energy growth [1][2]. Group 1: Market Performance - Goldwind Technology (金风科技) shares rose by 5.21% to 14.530 HKD [2] - Dongfang Electric (东方电气) shares increased by 3.59% to 24.840 HKD [2] - Ruifeng New Energy (瑞风新能源) shares climbed by 3.33% to 0.620 HKD [2] - Jingneng Clean Energy (京能清洁能源) shares went up by 1.29% to 2.360 HKD [2] - Longyuan Power (龙源电力) shares saw a 0.90% increase to 6.750 HKD [2] Group 2: Industry Outlook - The National Energy Administration's Deputy Director, Gui Xiaoyang, stated that China's wind and solar installed capacity needs to grow by approximately 200 million kilowatts annually over the next decade, maintaining a high growth rate from an already substantial base [1] - Zheshang Securities noted that domestic land wind bidding prices are continuously recovering, with bidding volumes remaining high [1] - Global long-term demand for wind power is expected to grow steadily, with traditional installation regions being China, Europe, and the Americas, while Latin America, the Middle East, India, and other Asia-Pacific regions are experiencing rapid growth [1] - The firm forecasts that global new wind power installations could reach 186.2 GW in 2026, representing a year-on-year growth of 14.0% [1]

Group 1 - The core viewpoint of the news highlights the active performance of wind power stocks in the Hong Kong market, with notable increases in share prices for companies like Goldwind Technology, Dongfang Electric, and others [1] - The National Energy Administration's Deputy Director, Gui Xiaoyang, stated that China's wind and solar installed capacity needs to grow by approximately 200 million kilowatts annually over the next decade, indicating a sustained high growth rate from an already high base [1] - Zheshang Securities noted that domestic land wind bidding prices are continuously recovering, with high bidding volumes maintained, and global wind power demand is expected to grow steadily, particularly in traditional regions like China, Europe, and the Americas, as well as rapidly growing areas such as Latin America, the Middle East, India, and other Asia-Pacific regions [1] Group 2 - The forecast for global wind power new installations in 2026 is expected to reach 186.2 GW, representing a year-on-year growth of 14.0% [1]

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (金风科技), with its stock price increasing by over 4% and reaching HKD 14.36, with a trading volume of HKD 106 million [1] - The global largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, officially commenced production on December 16, which is expected to enhance the investment value of the green hydrogen and ammonia industry chain [1] - Longjiang Securities notes the broad application potential of green hydrogen and ammonia in sectors such as chemicals, transportation, and metallurgy, indicating a favorable outlook for investments in this area [1] Group 2 - Dongxing Securities reports that the bidding prices for wind turbine main engines have stabilized and begun to rise since April this year, with the average bidding price for wind turbine units in September 2025 being RMB 1,610 per kW, showing a significant recovery from previous lows [1] - Factors contributing to the expected continued slight increase in wind turbine prices include enhanced reliability and full-cycle service requirements from owners, a slowdown in the trend of larger turbine units, and policies promoting "anti-involution" [1]

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology (02208), with its stock price increasing by over 4% and reaching HKD 14.36, with a trading volume of HKD 106 million [1] - The world's largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, officially commenced production on December 16, indicating significant advancements in the green hydrogen sector [1] - Longjiang Securities emphasizes the broad application potential of green hydrogen and ammonia in industries such as chemicals, transportation, and metallurgy, suggesting a strong investment value in the green hydrogen and ammonia industry chain [1] Group 2 - Dongxing Securities reports that the bidding prices for wind turbine main units have stabilized and begun to rise since April this year, with the average bidding price for wind turbine units in September 2025 being RMB 1,610 per kW, showing a significant recovery from previous lows [1] - Factors contributing to the expected continued slight increase in wind turbine prices include enhanced reliability and full-cycle service requirements from owners, a slowdown in the trend of larger turbine units, and policies promoting "anti-involution" [1]

Group 1 - The core viewpoint emphasizes the need for non-electric utilization to address the consumption issues of renewable energy, with recent policies highlighting this approach [1][27] - The National Energy Administration has proposed expanding the utilization pathways for renewable energy, including incorporating green methanol into the renewable energy non-electric consumption assessment system [1][27] - The investment in power generation has significantly outpaced that in the grid during the early stages of the 14th Five-Year Plan, but grid investment is expected to accelerate in the later stages to improve renewable energy consumption [1][26] Group 2 - Wind turbine manufacturers are transitioning their business models from asset turnover to full-chain operations, with companies like Goldwind and Envision investing in wind-to-hydrogen and methanol projects [2] - The long-term trend of carbon reduction is confirmed despite delays in the implementation of the IMO net-zero framework, with rising carbon prices expected to enhance the comparative advantage of wind-to-green methanol production [2][36] - The demand for offshore wind energy in Europe is anticipated to increase, with supply constraints in cables and infrastructure favoring Chinese manufacturers [3] Group 3 - The wind power industry is experiencing significant growth, with cumulative installed capacity reaching 590 million kW by October 2025, a year-on-year increase of 21.4% [5] - The average single-unit capacity of newly installed wind turbines has increased to 6046 kW, reflecting a slowdown in the pursuit of larger turbine sizes [13] - The financial performance of wind power equipment companies has generally improved, with 37 out of 42 selected companies reporting revenue growth year-on-year [16] Group 4 - The investment in non-electric utilization is expected to drive value reconstruction for manufacturers, with a focus on green hydrogen and methanol production [4][29] - Major projects in green hydrogen and methanol production are being developed, such as Goldwind's 500,000-ton green methanol project in Inner Mongolia [29] - The overall cash flow from operating activities for wind power equipment has shown significant improvement, indicating a positive trend in financial health [20]

| 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 15.50 | 275.59 | 17.78 | 5.27 | 银泰证券有限责任公司苏州 | 国融证券股份有限公 | | | | | | 华山路证券营业部 | 司大连分公司 | 两融数据显示，该股最新融资余额为16.32亿元，近5日增加1.69亿元，增幅为11.57%。 据天眼查APP显示，金风科技股份有限公司成立于2001年03月26日，注册资本422506.7647万人民币。 （数据宝） 12月22日金风科技大宗交易一览 金风科技12月22日大宗交易平台出现一笔成交，成交量15.50万股，成交金额275.59万元，大宗交易成交 价为17.78元，相对今日收盘价溢价5.27%。该笔交易的买方营业部为银泰证券有限责任公司苏州华山路 证券营业部，卖方营业部为国融证券股份有限公司大连分公司。 证券时报·数据宝统计显示，金风科技今日收盘价为16.89元，上涨4.26%，日换手 ...

Core Viewpoint - The rare earth market is experiencing a mixed price trend, with praseodymium and neodymium products seeing price increases, while dysprosium and terbium products are declining. The overall market activity is increasing, particularly in the praseodymium and neodymium segment, suggesting a potential for continued price growth in the near term [1]. Price Trends - Praseodymium oxide averages at 590,600 CNY/ton, up by 15,200 CNY/ton - Neodymium metal averages at 714,300 CNY/ton, up by 15,500 CNY/ton - Dysprosium oxide averages at 1,360,000 CNY/ton, down by 26,700 CNY/ton - Terbium oxide averages at 6,065,000 CNY/ton, down by 35,000 CNY/ton [1]. Market Activity - The tightening supply of praseodymium and neodymium products has led to tentative price increases by suppliers, despite stable purchasing conditions from downstream buyers - Market activity has significantly increased, with an expectation for the upward trend in praseodymium and neodymium prices to continue [1]. A-Share Market Performance - Stock performance of rare earth permanent magnet concept stocks on December 22, 2025: - Guangsheng Youse (600259) latest price: 55.97 CNY, up by 5.81%, trading volume: 1.48 billion CNY - Yahua Group (002497) latest price: 23.68 CNY, up by 4.83%, trading volume: 1.22 billion CNY - Goldwind Technology (002202) latest price: 16.89 CNY, up by 4.26%, trading volume: 2.68 billion CNY - Zhongkuang Resources (002738) latest price: 68.55 CNY, up by 4.05%, trading volume: 1.99 billion CNY - Tongcheng New Materials (603650) latest price: 46.48 CNY, up by 4.03%, trading volume: 1.20 billion CNY [1].