【一线调查】 冬日黄海之滨，寒风凛冽。射阳近海风电基地内，连绵的白色风机叶片划破长空，转动间将阵阵海风转 化为清洁电力，源源不断输入华东电网。这片曾经以"射阳"传说著称的土地，如今正上演着一场规模浩 大的现代"驭风"实践。 1月26日，射阳港经济开发区，天顺海工基地一片繁忙。高达数十米的千吨级龙门吊如同钢铁巨人，稳 稳吊起一节节巨型钢管，缓缓移动间，发出低沉轰鸣。在离地十余米的脚手架上，技工的焊枪触碰钢 铁，迸发出耀眼弧光，井然有序地完成海上风电基础结构——套笼的最后关键拼装。 □ 本报记者倪敏张文婧 2025年，射阳风电装备产业链彰显强劲韧性：55家规上企业实现开票销售134亿元，同比增长15%，产 业集聚效应日益凸显。 增长动能充沛，结构持续优化。亨通海缆、中车叶片、长风海工、大连重工（002204）等龙头企业引领 增长，增速均达两位数；蓝水海工、海洋钢构等重大项目陆续投产，为产业扩张注入新动力。行业正步 入"需求放量、结构优化、盈利修复"新阶段，深远海开发趋势为海缆、塔筒等高附加值环节拓展空间， 海外市场机遇亦逐步显现。 挑战亦不容忽视。射阳港海洋新能源产业园管理办公室副主任罗子伟认为，当前产业正面临双 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002531 | 天顺风能 | 8.59 | 7.64% | 115.26万 | | 9.66亿 | | 601615 | 明阳智能 | 25.68 | 7.63% | 167.07万 | | 41.44亿 | | 002487 | 大全車丁 | 63.40 | 6.77% | 16.03万 | | 9.81亿 | | 002202 | 金风科技 | 27.16 | 5.97% | 324.88万 | | 86.47亿 | | 300129 | 泰胜风能 | 14.29 | 4.31% | 75.06万 | | 10.56亿 | | 603507 | 振江股份 | 29.70 | 3.88% | 9.18万 | | 2.71亿 | | 300569 | 天能重工 | 6.27 | 3.81% | 25.98万 | | 1.61亿 | | 688660 | 电气风电 | 14.39 | 3.60% | 16.46万 | | 2.33亿 ...

（文章来源：证券日报） 证券日报网讯 2月2日，天顺风能在互动平台回答投资者提问时表示，截至2026年1月31日，股东人数为 77429户。 ...

证券之星消息，2月2日风电设备板块较上一交易日下跌1.85%，海力风电领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601615 | 明阳智能 | 23.86 | 2.84% | 146.15万 | | 34.83 Z | | 600072 | 中船科技 | 11.73 | 2.18% | 46.61万 | | 5.56亿 | | 002531 | 天顺风能 | 7.98 | 1.40% | 0 90.88万 | | 7.37亿 | | 603507 | 振江股份 | 28.59 | 0.53% | 6.75万 | | 1.96/Z | | 300129 | 泰胜风能 | 13.70 | 0.07% | 63.27万 | | 8.75亿 | | 601218 | 吉鑫科技 | 5.41 | -0.55% | 30.89万 | | 1.69亿 | ...

2月2日，天顺风能涨5.34%，截至发稿，报8.29元/股，成交3.90亿元，换手率2.69%，总市值148.96亿 元。 资料显示，天顺风能(苏州)股份有限公司位于上海市长宁区长宁路1193号来福士广场T3座1203，成立日 期2005年1月18日，上市日期2010年12月31日，公司主营业务涉及风塔及零部件的生产和销售,风电叶片 及模具的生产和销售,风电海工及相关产品的生产和销售,风电场项目的开发投资、建设和运营业务。主 营业务收入构成为：风电陆上装备53.62%，发电31.66%，风电海工装备9.46%，其他5.26%。 从天顺风能十大流通股东角度 数据显示，广发基金旗下1只基金位居天顺风能十大流通股东。广发多因子混合（002943）三季度新进 十大流通股东，持有股数1819.93万股，占流通股的比例为1.02%。根据测算，今日浮盈赚取约764.37万 元。 广发多因子混合（002943）成立日期2016年12月30日，最新规模172.93亿。今年以来收益4.3%，同类排 名5033/9000；近一年收益43.77%，同类排名2675/8193；成立以来收益481.21%。 广发多因子混合（002943 ...

Summary of Key Points from Conference Call Records Industry Overview - **Industry Focus**: The records primarily discuss the lithium battery, sodium battery, wind power, and photovoltaic sectors, highlighting recent developments and future expectations in these industries. Lithium Battery Sector - **National Capacity Pricing Policy**: The introduction of the national capacity pricing policy is expected to increase the Internal Rate of Return (IRR) for energy storage by over 3%, with more provinces likely to adopt energy storage solutions by 2026 [1] - **Lithium Battery Production**: In February, lithium battery production is projected to decrease by over 10%, indicating that the production season is not as weak as anticipated [1] - **Sodium Battery Testing**: Ningde has initiated winter testing with multiple automotive companies for sodium batteries, with expectations for mass production in Q2 [1] - **Investment Focus**: The preferred investment hierarchy includes energy storage cells (Penghui) > lithium iron phosphate cathodes > energy storage integration (Haibo) > separators (Enjie), copper, and aluminum foil (Nord and Dingsheng) [1] Sodium Battery Sector - **Lithium Carbonate Price Adjustment**: A new round of price increases for lithium carbonate is anticipated following adjustments, with strong downstream purchasing activity observed after recent price drops [2] - **Wind Power Sector Performance**: Recent performance forecasts for the wind power sector have largely fallen short of expectations due to a decline in Q4 shipments and year-end impairments, indicating a confirmed bottom for the main engine sector [2] - **Investment Recommendations**: Recommended stocks include Jinlei Co., Daikin Heavy Industries, and major engine manufacturers (Goldwind, SANY, Yunda, Mingyang) [2] Photovoltaic Sector - **Space Photovoltaics**: The application by SpaceX to deploy 1 million satellites to create a space data center reinforces the logic behind space photovoltaics [3] - **Cost Reduction in Battery Production**: The high silver prices and technological breakthroughs have led to an average cost reduction of over 0.15 CNY/W in copper-based batteries, indicating a potential explosion in the no-silver industrialization [3] - **Investment Focus**: The preferred investment hierarchy includes equipment manufacturers (Liancheng, Lap, Maiwei, Yujing) and battery materials (Bojian, Foster, Kaisheng, Juhua, Dike, Risheng, Junda) [3] AIDC (Artificial Intelligence Data Center) Sector - **New Bidding Opportunities**: The domestic supply chain is entering a new round of bidding, with ByteDance shifting its focus to high-voltage direct current solutions and Nvidia tightening certification for liquid cooling [3] - **Production Increase**: The production capacity of Yingwei's QD is expected to increase by 20 times in Q1, indicating a strong alignment with Nvidia's ecosystem [3]

电新周观点更新：好看太空光伏、储能、锂、钠电 锂电：全国容量电价政策落地，储能爆发确定 #周度变化：1）全国容量电价政策出台，预计储能IRR增加 3%以上，26年会有更多省份储能0-1；2）2月锂电排产 中枢环降10%+，排产淡季不淡；3）钠电宁德开启多个车企冬季测试，Q2有望批量出货。 电新周观点更新：好看太空光伏、储能、锂、钠电 锂电：全国容量电价政策落地，储能爆发确定 #周度变化：1）全国容量电价政策出台，预计储能IRR增加 3%以上，26年会有更多省份储能0-1；2）2月锂电排产 中枢环降10%+，排产淡季不淡；3）钠电宁德开启多个车企冬季测试，Q2有望批量出货。 看好环节排序：储能电芯（鹏辉）＞铁锂正极＞储能集成（海博）＞隔膜（恩捷）、铜铝箔（诺德、鼎胜）、 6F等。 #周度变化：风电板块业绩预告密集落地，受q4出货量下降和年底减值影响，业绩多数不及预期；其中主机板块低 价单已大幅出清，确定性底部已现，预计26Q1毛利率整体开启修复。 看好标的排序：首推金雷股份、大金重工以及主机（金风、三一、运达、明阳）；海风链—塔桩（泰胜、天 顺），海缆（东缆、中天），此外现阶段建议重点关注海力风电。 看好环节排 ...

Core Viewpoint - TianShun Wind Power (002531.SZ) is facing significant financial challenges, with a projected net loss of 190 million to 250 million yuan for 2025, marking a year-on-year decline of 192.94% to 222.29% as the company shifts its focus from onshore to offshore wind power [2][3]. Financial Performance - In 2022, TianShun Wind Power reported revenue of 6.738 billion yuan, a decrease of 17.49% year-on-year, and a net profit of 628 million yuan, down 52.03% year-on-year [3]. - The company experienced a revenue increase in 2023, reaching 7.727 billion yuan, a growth of 14.67% year-on-year, with a net profit of 795 million yuan, up 26.53% year-on-year, attributed to the strategic shift towards offshore wind power [3]. - However, in 2024, revenue fell to 4.860 billion yuan, a decline of 37.10% year-on-year, and net profit plummeted to 204 million yuan, down 74.29% year-on-year [3]. Strategic Shift - The company is actively pursuing a "land-to-sea" strategic transformation, which involves reducing its onshore wind power equipment business and consolidating its operations [4]. - Six wholly-owned subsidiaries will cease operations as part of this strategy to optimize resource allocation and focus on offshore wind power [5][6]. Market Context - The onshore wind power market is becoming increasingly competitive, while the offshore wind power market presents significant growth potential, with over 300 million kilowatts of planned capacity in China [6]. - The global offshore wind power market is also expected to grow rapidly, with annual installations projected to exceed 30 million kilowatts by 2030 [6]. Industry Challenges - Despite the potential profitability of offshore wind projects, the industry is currently facing short-term challenges, including a lack of fully realized construction scale and increased competition that may lead to price wars [7]. - The annual installation capacity has stabilized between 4 to 7 GW following a peak in 2021, indicating a need for further growth to meet market demands [7].

从基金十大重仓股角度 数据显示，平安基金旗下1只基金重仓天顺风能。平安估值优势混合A（006457）四季度持有股数26万 股，占基金净值比例为3.64%，位居第九大重仓股。根据测算，今日浮盈赚取约10.92万元。 1月30日，天顺风能涨5.6%，截至发稿，报7.92元/股，成交7.07亿元，换手率5.16%，总市值142.31亿 元。 资料显示，天顺风能(苏州)股份有限公司位于上海市长宁区长宁路1193号来福士广场T3座1203，成立日 期2005年1月18日，上市日期2010年12月31日，公司主营业务涉及风塔及零部件的生产和销售,风电叶片 及模具的生产和销售,风电海工及相关产品的生产和销售,风电场项目的开发投资、建设和运营业务。主 营业务收入构成为：风电陆上装备53.62%，发电31.66%，风电海工装备9.46%，其他5.26%。 平安估值优势混合A（006457）基金经理为何杰。 截至发稿，何杰累计任职时间7年296天，现任基金资产总规模28亿元，任职期间最佳基金回报 222.53%， 任职期间最差基金回报-5.4%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点， ...

专题：交易提示 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【停牌】 002231 *ST奥维（维权） 300666 江丰电子 300344 *ST立方（维权） 【复牌】 *ST奥维：收到终止上市事先告知书股票于1月30日起停牌 无 【品大事】 美年健康：拟参与棒杰股份预重整 美年健康（002044）公告，公司拟报名参与浙江棒杰控股集团股份有限公司（简称"棒杰股份"）重整投 资人的公开招募，并指定下属全资子公司美年大健康为重整受让主体取得棒杰股份的控制权，成为棒杰 股份重整完成后的控股股东。是否具有参与资格以及最终能否成为重整投资人尚存在不确定性。 白银有色（维权）：公司黄金、白银产品的收入占总营业收入比重较低 白银有色（601212）发布股票交易异常波动及严重异常波动公告称，公司黄金、白银产品的收入占总营 业收入的比重较低。2025年上半年，公司营业收入445.59亿元，销售黄金产品收入83.18亿元，占公司营 业收入的比重18.67%，销售白银产品收入20.23亿元，占公司营业收入的比重4.54%。 天顺风能：决定对六家全资子公司实施长期停产安排 天顺风能（002531）公告 ...