Group 1 - The core point of the article is that Goldwind Technology (02208.HK) has successfully completed the issuance of its second phase of green technology innovation bonds for the year 2025, with a total issuance amount of 1 billion yuan [1] Group 2 - The bonds were issued on October 29, 2025, and the funds are expected to be received on October 30, 2025 [1]

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。 北京，2025年10月30日 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 ) 股份代號：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 2025 年度第二期綠色科技創新債券發行結果的公告》，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 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：2025-095 金风科技股份有限公司 关于 2025 年度第二 ...

股票代码：002202 股票简称：金风科技 公告编号：2025-095 金风科技股份有限公司 关于 2025 年度第二期绿色科技创新债券发行结果的公告 | | 金风科技股份有限 公司2025年度第二 期绿色科技创新债 | | | | 债券简称 | 金风科技 25 MTN002(科创债) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券名称 | 券 | | | | | | | | | | 债券代码 | 102584552 | | | | 期限 | 年 3+N | | | | | 起息日 | 2025 年 10 | 月 | 30 | 日 | 兑付日 | 2099 年 月 | 12 | 31 | 日 | | 计划发行总额 | 100,000 | 实际发行总 额（万元） | 100,000 | | --- | --- | --- | --- | | （万元） | | | | | 初始基准利率 +发行利差(%) | 2.49 | 发行价（百 元面值） | 100 | | 簿记管理人 | 招商银行股份有限公司 | | | ...

Core Insights - The wind power equipment sector saw a slight increase of 0.51% on October 30, with Yunda Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Wind Power Equipment Sector Performance - Yunda Co., Ltd. (300772) closed at 18.97, up 4.98% with a trading volume of 432,800 shares and a transaction value of 813 million [1] - Feiwo Technology (301232) closed at 43.82, up 4.58% with a trading volume of 77,700 shares and a transaction value of 335 million [1] - Goldwind Technology (002202) closed at 16.38, up 4.53% with a trading volume of 2.3035 million shares and a transaction value of 3.789 billion [1] - Other notable performers include Tianneng Heavy Industry (300569) up 3.23% and Xinsuo Lian (300850) up 2.55% [1] Capital Flow Analysis - The wind power equipment sector experienced a net outflow of 105 million from main funds, while retail funds saw a net inflow of 254 million [2] - The overall retail investors had a net outflow of 149 million [2] Individual Stock Capital Flow - Goldwind Technology had a main fund net inflow of 18.3 million, but retail funds saw a net outflow of 122 million [3] - Feiwo Technology experienced a main fund net inflow of 39.64 million, with retail funds showing a net outflow of 25.05 million [3] - Yunda Co., Ltd. had a main fund net inflow of 32.52 million, while retail funds had a net outflow of 39.30 million [3]

Group 1 - Rare earth concept stocks experienced a significant afternoon rally, with Northern Rare Earth, Goldwind Technology, and China Aluminum rising over 4%, while China Rare Earth, Shenghe Resources, and Greeenmei increased by more than 2% [1] - The Rare Earth ETF saw an approximate increase of 2% due to market influences [1] Group 2 - Several brokerages indicate that rare earths, as core resources for high-end manufacturing and strategic emerging industries, are showing a resonant pattern on both supply and demand sides [2] - The strategic position of the rare earth industry chain is expected to be further solidified against the backdrop of increased supply concentration and upgraded demand structure, providing long-term driving force for high-end manufacturing development [2]

Core Viewpoint - The rare earth permanent magnet concept stocks in the A-share market experienced a collective surge, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Jiuling Technology saw a significant increase of 13.05%, with a total market capitalization of 3.878 billion and a year-to-date increase of 219.82% [1] - Benlang New Materials and Zhongke Magnetic Industry both rose over 6%, with market capitalizations of 3.596 billion and 7.950 billion respectively, and year-to-date increases of 152.40% and 76.90% [1] - Galaxy Magnet, Jinli Permanent Magnet, and Xici Technology all experienced gains exceeding 5%, with market capitalizations of 12.1 billion, 58 billion, and 2.634 billion respectively, and year-to-date increases of 53.74%, 137.23%, and 34.85% [1] Group 2: Market Indicators - The MACD golden cross signal has formed, suggesting a positive trend in these stocks [1]

Core Viewpoint - Goldwind Technology (02208.HK) experienced a significant increase in stock price, rising over 9% in early trading and currently up 6.7% at HKD 13.86, with a trading volume of HKD 364 million [1] Group 1 - The stock price of Goldwind Technology rose by over 9% in early trading [1] - As of the latest update, the stock is up 6.7% at HKD 13.86 [1] - The trading volume reached HKD 364 million [1]

Core Viewpoint - Goldwind Technology (金风科技) shares rose over 9% in early trading, currently up 6.7% at HKD 13.86, with a trading volume of HKD 364 million, driven by positive industry outlook and strong financial performance [1] Industry Summary - The Beijing International Wind Energy Conference released the "Wind Energy Beijing Declaration 2.0" on October 20, proposing an annual new installed capacity of no less than 120 GW during the 14th Five-Year Plan, with offshore wind power accounting for at least 15 GW; by 2030, the cumulative installed capacity is expected to reach 1300 GW [1] - According to Qunyi Securities, the average annual installed capacity of wind power during the 14th Five-Year Plan is expected to double compared to the 13th Five-Year Plan, indicating promising growth for the wind power industry [1] Company Summary - Goldwind Technology reported revenue of approximately CNY 48.147 billion for the first three quarters of 2025, representing a year-on-year increase of 34.34% [1] - The net profit attributable to shareholders was approximately CNY 2.584 billion, up 44.21% year-on-year, with basic earnings per share of CNY 0.5969 [1] - Revenue growth is primarily attributed to increased sales of wind turbines and components, while net profit growth is driven by higher gross profit and changes in fair value, offset by a decrease in investment income [1]

Group 1 - The core viewpoint of the article highlights the positive market response to Goldwind Technology's stock, which saw an increase of over 9% in early trading, reflecting investor optimism following the release of the "Beijing Wind Energy Declaration 2.0" [1] - The "Beijing Wind Energy Declaration 2.0" sets ambitious targets for wind energy installation during the 14th Five-Year Plan, aiming for an annual new installed capacity of no less than 120GW, with offshore wind power accounting for at least 15GW, and a cumulative installed capacity of 1300GW by 2030 [1] - According to Guotai Junan Securities, the average annual installed capacity of wind power during the 14th Five-Year Plan is expected to double compared to the previous plan, indicating strong growth potential for the wind energy industry [1] Group 2 - Goldwind Technology reported its performance for the first three quarters of 2025, with revenue of approximately 48.147 billion yuan, representing a year-on-year increase of 34.34% [1] - The net profit attributable to shareholders was approximately 2.584 billion yuan, reflecting a year-on-year growth of 44.21%, with basic earnings per share at 0.5969 yuan [1] - The revenue growth is primarily attributed to an increase in the sales volume of wind turbines and components, while the net profit growth is driven by higher gross profit and changes in fair value, offset by a decrease in investment income [1]

Group 1 - The green energy ETF (562010) showed active performance on October 30, with an intraday price increase of over 3.1%, currently up 2.44% [1] - Major stocks in the ETF include Arctech, which surged over 11%, and Yongxing Materials, which rose more than 8% [1] - The National Development and Reform Commission proposed that by the end of the 14th Five-Year Plan, new electricity demand will primarily be met by clean energy, promoting the construction of wind and solar bases in Northwest China [1] Group 2 - The Ministry of Finance and other departments extended the VAT exemption for offshore wind power, encouraging resource allocation towards offshore wind energy and promoting the development of submarine cables and wind power equipment [1] - Customs data indicated that from January to September 2025, the export value of power equipment increased by 36.33% year-on-year, with transformers and switches performing well in African and Latin American markets [1] - According to招商证券, the lithium battery production in Q1 2025 is expected to remain strong, benefiting from domestic trade-in policies, with storage demand also showing good growth [1][2] Group 3 - The solid-state battery sector is experiencing frequent catalytic events, boosting the lithium battery sector's recovery and accelerating the industrialization process [2] - The State Grid's investment is projected to exceed 650 billion yuan for the first time, entering a high growth cycle [2] - The wind power industry has set a target of adding no less than 120 million kilowatts of new installed capacity during the 14th Five-Year Plan period, providing guidance for high-quality development [2]