金风科技（002202）(02208)发布公告，截至2025年11月30日，公司尚未回购A股股份。截至2025年11月 30日，公司尚未回购H股股份。 ...

智通财经APP讯，金风科技(02208)发布公告，截至2025年11月30日，公司尚未回购A股股份。截至2025 年11月30日，公司尚未回购H股股份。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 GOLDWIND SCIENCE&TECHNOLOGY CO., LTD.* 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 ) (Stock Code: 02208) 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列金風科技股份有限公司在深圳證券交易所網站刊登的《金風科技股份有限 公司關於回購公司股份的進展公告》，僅供參閱。 承董事會命 金風科技股份有限公司 馬金儒 公司秘書 北京，2025年12月3日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高建軍先生、楊 麗迎女士及張旭東先生；公司獨立非執行董事為曾憲芬先生、劉登清先生及苗兆光先生；及 公司職工代表董事為余寧女士。 *僅供識別 股票代码：002202 股票简称：金风科技 公告编号：2025-106 金风科技股份有限公司 关于回购公司股份的进展公告 本公司及董 ...

Core Points - The stock price of Goldwind Technology (002202) closed at 15.29 yuan on December 3, 2025, down 2.42% from the previous trading day, with a total market capitalization of 64.601 billion yuan [1] - The stock opened at 15.52 yuan, reached a high of 16.39 yuan, and a low of 15.1 yuan, with a trading volume of 3.269 billion yuan and a turnover rate of 6.18% [1] - The company announced the completion of a share transfer for stock awards on November 4, 2025, involving 2,828,173 A-shares at a transfer price of 3.95 yuan per share [1] - Following this transfer, the total number of A-shares increased from 3,448,667,075 to 3,451,495,248, while the number of treasury shares decreased accordingly [1] - The total registered capital of the company remains at 4,225,067,647 yuan, with the number of H-shares unchanged at 773,572,399 [1]

Core Points - The National Energy Group has announced the public bidding results for the second batch of wind turbine procurement for 2025, with a total of 11 wind power projects amounting to 1153.75 MW [1][2][21] - The leading candidate for the bids in packages two, three, and five is Goldwind Technology [1][2][12] Group 1: Project Overview - The total scale of the procurement is 2153.75 MW, divided into five packages and 16 wind power projects, with individual turbine capacities ranging from 5 MW to 10.X MW [2][21] - The projects include various locations in Hebei and Shaanxi provinces, with specific details on turbine capacities and installation requirements [3][4][5][6][9][10] Group 2: Bidder Information - The first candidate for package two is Goldwind Technology, with a bid price of 98,109.88 thousand yuan, while the second candidate for the same package is SANY Heavy Energy with a bid of 95,275 thousand yuan [12][16] - In package three, Goldwind Technology is also the leading candidate, with a bid price of 88,760.64 thousand yuan, while the second candidate is Envision Energy with a bid of 88,726.40 thousand yuan [12][16] Group 3: Delivery Timeline - The delivery timeline for the projects spans from January 2026 to May 2026, with specific milestones for the delivery of turbine components such as towers, main units, and blades [3][4][5][6][7][9][10] - For example, the delivery for the first batch of turbines is scheduled to start on January 1, 2026, with full capacity supply expected to be completed by May 30, 2026 [3][6][10]

Core Insights - The energy storage industry is experiencing a market-driven spring due to multiple factors such as policy relaxation, market empowerment, and cost reduction [1] - Global energy storage companies are accelerating capacity expansion and technological collaboration to seize market opportunities [1] Group 1: Market Trends and Predictions - According to Guoxin Securities, the global energy storage installed capacity is expected to reach 221 GWh, 191 GWh, and 190 GWh from 2025 to 2027, corresponding to a market value of approximately 178.7 billion, 155 billion, and 153.3 billion yuan [1] - The demand for energy storage in North America is driving LG Energy Solution to increase its total battery capacity target from 30 GWh to 50 GWh, representing an increase of over 60% [5] Group 2: Company Collaborations and Projects - GG Industries has signed a strategic cooperation agreement with Goldwind Technology to establish a battery energy storage system (BESS) production line with an annual capacity of 5 GWh, primarily for commercial and grid storage [2][4] - LG Energy Solution has a pending order of approximately 120 GWh for energy storage batteries as of the end of Q3 [5] Group 3: Global Capacity Expansion - The global expansion of energy storage capacity is evident from various companies, including CATL and Stellantis, which are establishing a battery factory in Spain with a planned capacity of 50 GWh [7] - Samsung SDI plans to increase its energy storage battery capacity in the U.S. to 30 GWh by the end of 2026 [8] Group 4: Regional Developments - In Europe, companies like Cegasa Energía and Skeleton Technologies are actively expanding their production capacities, with Cegasa planning an initial capacity of 600 MWh and Skeleton investing in a 1 GW super battery factory [10][12] - The current global energy storage capacity construction is characterized by regional decentralization, large-scale expansion, and technological collaboration [12]

Group 1 - The core viewpoint of the article emphasizes the opportunities in the energy storage industry driven by market reforms and digitalization, with a focus on collaboration among leading companies to compile a report on the future of the power market and energy storage [2][3] - The global energy storage market is projected to see significant growth, with new installed capacity expected to reach 221 GWh in 2025, generating a market value of approximately 178.7 billion yuan [4] - Companies like LG Energy Solution are expanding their production capacity significantly, increasing their energy storage battery capacity target from 30 GWh to 50 GWh, driven by rising demand in North America [10] Group 2 - GG Industries has partnered with Goldwind Technology to establish a battery energy storage system (BESS) production line with an annual capacity of 5 GWh, aimed at both local and export markets [5][8] - The production line is set to begin trial production in January and officially start commercial operations in March, focusing on localizing advanced energy storage solutions [9] - The global expansion of energy storage capacity is evident, with companies accelerating their production layouts across various regions, indicating a trend of widespread growth and technological collaboration [11] Group 3 - The battery manufacturing sector is witnessing rapid global expansion, with companies like CATL and EVE Energy planning significant production capacities in Europe and India [12][13] - In the system integration segment, projects are emerging in Southeast Asia and the U.S., with companies like Fluence and Kelu planning new manufacturing facilities [14][15] - European companies are also actively building local production capacities, with several new factories announced to support the growing demand for energy storage solutions [17][19] Group 4 - The overall trend in global energy storage capacity construction is characterized by regional diversification, large-scale projects, and technological collaboration, with companies leveraging joint ventures and local partnerships to enhance their market presence [20]

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 | 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 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 773,572,399 | RMB | | 1 RMB | | 773,572,399 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 773,572,399 | RMB | | 1 RMB | | 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Insights - The wind power equipment sector experienced a slight increase of 0.03% on December 2, with Tai Sheng Wind Energy leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance Summary - Tai Sheng Wind Energy (300129) closed at 8.28, up 4.55% with a trading volume of 484,400 shares and a transaction value of 395 million [1] - Goldwind Technology (002202) closed at 15.67, up 4.19% with a trading volume of 1,363,400 shares and a transaction value of 2.1 billion [1] - Other notable performers include Feiwo Technology (301232) at 58.29, up 1.98%, and Tongyu Heavy Industry (300185) at 2.89, up 0.70% [1] Capital Flow Analysis - The wind power equipment sector saw a net outflow of 22.55 million from institutional investors and 41.38 million from retail investors, while there was a net inflow of 63.93 million from individual investors [2] - The capital flow for key stocks indicates that Goldwind Technology had a net inflow of 216 million from institutional investors, while Tai Sheng Wind Energy experienced a net outflow of 25.95 million from retail investors [3]

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11月30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) 呈交日期: 2025年12月2日 I. 法定/註冊股本變動 | 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 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 773,572,399 | RMB | | 1 RMB | | 773,572,399 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 773,572,399 | RMB | | 1 RMB | | 773,572,399 | | 2. 股份 ...