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风电行业2026年年度策略报告:风电行业维持高景气度,看好风机及零部件、双海投资机会-20251210
Western Securities· 2025-12-10 13:08
Group 1 - The wind power industry maintains a high level of prosperity, with expectations for wind turbine and component sales to rebound in profitability due to rising bidding prices and increased demand for domestic and overseas installations [1][3][28] - The average bidding price for onshore wind turbines increased by 6.86% year-on-year to 1618 RMB/kW, while the average price including towers rose by 9.78% to 2096 RMB/kW, indicating a recovery in sales profitability for turbine manufacturers [1][41] - Domestic wind turbine shipments are expected to exceed expectations in 2026, with a significant increase in bidding and approval volumes for wind projects, indicating strong future demand [1][30][39] Group 2 - The domestic offshore wind projects are progressing smoothly, with significant growth potential in deep-sea wind energy, supported by favorable policies and planning in regions like Zhejiang, Shanghai, and Guangdong [2][3] - The European offshore wind market is projected to add 8.40 GW of new installations in 2026, highlighting the potential for export opportunities in multiple segments of offshore wind energy [2][3] - The report identifies two main investment themes: (1) the recovery of wind turbine profitability and the potential for increased installation demand, and (2) the synchronized growth of domestic and international offshore wind demand, suggesting investment opportunities in related sectors such as submarine cables and foundation piles [3][28][29] Group 3 - The report emphasizes the importance of focusing on wind turbine manufacturers and components, recommending companies like Goldwind Technology, Mingyang Smart Energy, and Sany Heavy Energy for investment [3][29] - The offshore wind sector is expected to see significant growth, with recommendations for companies involved in submarine cables and foundation piles, such as Dongfang Cable and Zhongtian Technology [3][29] - The overall valuation of the power equipment industry is expected to grow in 2025, with the wind power sector presenting substantial investment opportunities due to favorable market conditions and increasing demand [28][15]
三峡能源:公司是金风科技第三大股东

Zheng Quan Ri Bao Wang· 2025-12-08 12:13
证券日报网讯12月8日,三峡能源(600905)在互动平台回答投资者提问时表示,截至今年9月末,公司 持有金风科技(002202)股份有限公司38690.97万股股份,占比9.16%,是金风科技第三大股东。 ...
金风科技全资子公司累计减持1228.48万股金力永磁股份
Zhi Tong Cai Jing· 2025-12-08 10:24
金风科技(002202)(002202.SZ)公告,公司全资子公司金风投资在2025年10月13日至2025年12月5日期 间通过集中竞价和大宗交易的方式合计减持金力永磁(300748)股份1228.48万股,减持交易金额约4.59 亿元。 ...
金风科技:子公司减持金力永磁1228.48万股,预计获得投资收益约2.15亿元
Xin Lang Cai Jing· 2025-12-08 10:21
Core Viewpoint - JinWind Technology announced a significant reduction in its holdings of Jinli Permanent Magnet shares, which is expected to positively impact its financial performance in 2025 [1] Group 1: Share Reduction Details - From October 13, 2025, to December 5, 2025, JinWind Investment, a wholly-owned subsidiary, reduced its holdings by 12.2848 million shares through centralized bidding and block trading, with a total transaction amount of approximately 459 million yuan [1] - As of December 5, 2025, JinWind Investment holds 25.1508 million shares of Jinli Permanent Magnet, representing 1.83% of the total share capital [1] Group 2: Financial Impact - The company estimates that it will gain an investment income of approximately 215 million yuan (before income tax), which accounts for about 11.53% of the audited net profit attributable to shareholders of the listed company for the fiscal year 2024 [1] - This investment income is expected to have a positive effect on the company's performance in 2025 [1]
金风科技(002202.SZ)全资子公司累计减持1228.48万股金力永磁股份
智通财经网· 2025-12-08 10:20
智通财经APP讯,金风科技(002202.SZ)公告,公司全资子公司金风投资在2025年10月13日至2025年12月 5日期间通过集中竞价和大宗交易的方式合计减持金力永磁股份1228.48万股,减持交易金额约4.59亿 元。 ...
金风科技(002202.SZ):本次减持金力永磁股份,公司可获得投资收益约2.15亿元
Ge Long Hui A P P· 2025-12-08 10:14
Core Viewpoint - Jin Feng Technology (002202.SZ) announced a reduction in its holdings of Jinli Permanent Magnet shares, indicating a strategic move to optimize its investment portfolio and enhance financial performance [1] Summary by Sections Share Reduction Details - From October 13, 2025, to December 5, 2025, Jin Feng Investment reduced its holdings by a total of 12,284,835 shares of Jinli Permanent Magnet, with a transaction amount of approximately 459 million yuan [1] - As of December 5, 2025, Jin Feng Investment holds 25,150,779 shares of Jinli Permanent Magnet, representing 1.83% of the total share capital [1] Financial Impact - The proceeds from this reduction are expected to be included in the company's current profit and loss statement [1] - The estimated investment income from the share reduction is approximately 215 million yuan (before tax), which accounts for about 11.53% of the audited net profit attributable to shareholders for the fiscal year 2024 [1] - This transaction is anticipated to have a positive impact on the company's performance in 2025 [1]
金风科技:本次减持金力永磁股份,公司可获得投资收益约2.15亿元


Ge Long Hui· 2025-12-08 10:09
本次减持所获收益计入公司当期损益。本次金风投资合计减持金力永磁股份12,284,835股,经公司初步 测算,公司可获得投资收益约2.15亿元(所得税前),约占2024年度经审计归属于上市公司股东净利润 的11.53%,将对公司2025年业绩产生积极影响。 格隆汇12月8日丨金风科技(002202.SZ)公布,2025年10月13日至2025年12月5日,金风投资通过集中竞 价和大宗交易的方式合计减持金力永磁股份12,284,835股,减持交易金额约4.59亿元。截至2025年12月5 日,金风投资持有金力永磁25,150,779股,占金力永磁股本总数的1.83%。金风投资将根据市场情况, 继续减持所持金力永磁股份,并根据后续收益情况持续披露进展公告。 ...
金风科技(002202) - 关于全资子公司减持金力永磁股份的进展公告


2025-12-08 10:01
关于全资子公司减持金力永磁股份的进展公告 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、交易背景 金风科技股份有限公司(以下简称"公司"或"金风科技")第七届 董事会第九次会议和2019年度股东大会审议通过了《关于授权金风投 资董事会处置江西金力永磁科技股份有限公司股份的议案》,同意授 权全资子公司金风投资控股有限公司(以下简称"金风投资")董事会 根据市场变化和业务发展灵活把握交易机会,适时选择交易方式和交 易规模处置所持有江西金力永磁科技股份有限公司(以下简称"金力 永磁")剩余53,595,757股股份。具体内容详见公司于2020年4月29日 及2020年6月24日在深交所指定媒体《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《关于授权金风投资董事会处置 江西金力永磁科技股份有限公司股份的公告》(公告编号:2020-027)、 《2019年度股东大会议决议公告》(公告编号:2020-042)。 公司分别于2020年 ...
金风科技:金风投资减持金力永磁股份1228.48万股
Xin Lang Cai Jing· 2025-12-08 09:59
金风科技公告,金风投资于2025年10月13日至2025年12月5日通过集中竞价和大宗交易的方式合计减持 金力永磁股份1228.48万股,减持交易金额约4.59亿元。截至2025年12月5日,金风投资持有金力永磁 2515.08万股,占金力永磁股本总数的1.83%。本次减持所获收益计入公司当期损益,公司可获得投资收 益约2.15亿元(所得税前),约占2024年度经审计归属于上市公司股东净利润的11.53%,将对公司2025 年业绩产生积极影响。 ...