截至11月10日，天顺风能股东户数8.09万，较上期增加1.86%；人均流通股22074股，较上期减少 1.83%。2025年1月-9月，天顺风能实现营业收入37.23亿元，同比增长4.56%；归母净利润6970.78万元， 同比减少76.10%。 11月17日，天顺风能跌0.67%，成交额1.59亿元。两融数据显示，当日天顺风能获融资买入额1285.73万 元，融资偿还1603.87万元，融资净买入-318.14万元。截至11月17日，天顺风能融资融券余额合计2.61 亿元。 融资方面，天顺风能当日融资买入1285.73万元。当前融资余额2.60亿元，占流通市值的1.95%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，天顺风能11月17日融券偿还100.00股，融券卖出4100.00股，按当日收盘价计算，卖出金额 3.04万元；融券余量10.75万股，融券余额79.66万元，低于近一年10%分位水平，处于低位。 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 ...

分红方面，天顺风能A股上市后累计派现14.26亿元。近三年，累计派现1.71亿元。 机构持仓方面，截止2025年9月30日，天顺风能十大流通股东中，广发多因子混合（002943）位居第三 大流通股东，持股1819.93万股，为新进股东。香港中央结算有限公司位居第四大流通股东，持股 1625.13万股，相比上期减少127.91万股。汇丰晋信中小盘股票（540007）位居第五大流通股东，持股 1401.93万股，为新进股东。华夏复兴混合A（000031）位居第六大流通股东，持股1042.89万股，持股 数量较上期不变。南方宝元债券A（202101）位居第八大流通股东，持股901.30万股，持股数量较上期 不变。南方转型增长灵活配置混合A（001667）位居第十大流通股东，持股850.00万股，相比上期减少 150.00万股。兴全合丰三年持有混合（009556）、南方中证1000ETF（512100）退出十大流通股东之 列。 责任编辑：小浪快报 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 ...

Market Overview - The wind power equipment sector experienced a decline of 0.66% on November 14, with Delijia leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Changyou Technology (301557) saw a significant increase of 7.78%, closing at 110.80 with a trading volume of 16,700 lots and a transaction value of 182 million [1] - Pangu Intelligent (301456) rose by 4.20%, closing at 31.50 with a trading volume of 74,300 lots and a transaction value of 229 million [1] - Other notable performers included Hongde Co. (301163) with a 1.30% increase and Zhonghuan Hailu (301040) with a 0.84% increase [1] Declining Stocks - Delijia (603092) led the decline with a drop of 4.92%, closing at 62.48 with a trading volume of 73,200 lots and a transaction value of 46.4 million [2] - Other stocks that declined included Weili Transmission (300904) down 2.36% and Mingyang Smart Energy (601615) down 2.03% [2] Capital Flow - The wind power equipment sector saw a net outflow of 157 million from institutional investors, while retail investors contributed a net inflow of 36.27 million [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed some interest [2] Individual Stock Capital Flow - Hewei Electric (603063) had a net inflow of 89.62 million from institutional investors, but a net outflow of 72.91 million from retail investors [3] - Pangu Intelligent (301456) experienced a net inflow of 14.43 million from institutional investors, while retail investors showed a net outflow of 1.33 million [3] - Overall, the capital flow data reflects varying levels of investor confidence across different stocks within the sector [3]

Company Overview - TianShun Wind Power (SZ 002531) announced that as of the date of the announcement, Shanghai TianShun has pledged approximately 237 million shares, accounting for 44.75% of its total holdings [1] Financial Performance - For the first half of 2025, TianShun Wind Power's revenue composition is as follows: wind power equipment accounts for 63.07%, power generation accounts for 31.66%, and other businesses account for 5.26% [1] Market Capitalization - As of the report, TianShun Wind Power has a market capitalization of 13.3 billion yuan [1]

证券代码：002531 证券简称：天顺风能 公告编号：2025-071 天顺风能（苏州）股份有限公司 关于控股股东部分股份解质押及质押展期的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记 载、误导性陈述或者重大遗漏。 天顺风能（苏州）股份有限公司（简称"公司"）近日接到控股股东上海天 神投资管理有限公司（简称"上海天神"）的通知，上海天神将其所持公司 1.45% 的股份办理了质押展期业务，质权人分别为中信证券股份有限公司（简称"中信 证券"）、中国中金财富证券有限公司（简称"中金财富"）；将其所持公司 0.08%的股份办理了解除质押业务，质权人为中国银河证券股份有限公司（简称 "银河证券"）、东吴证券股份有限公司（简称"东吴证券"）、国联民生证券 股份有限公司（简称"国联民生"）。具体情况如下： | | 是否为控 | 本次质 押展期 | 占其 | 占公 | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股股东或 | 股份数 | 所持 | 司总 | 是否 ...

Core Viewpoint - The announcement reveals that the controlling shareholder, Shanghai Tianshen Investment Management Co., Ltd., has engaged in a pledge extension for 0.82% of its shares in the company, while also releasing a pledge on 0.08% of its shares [1] Summary by Relevant Sections - **Share Pledge Details** - Shanghai Tianshen has pledged a total of 44.75% of its holdings, which corresponds to 13.21% of the company's total share capital [1] - The pledge extension involves Citic Securities and CICC Wealth as the pledgees [1] - **Share Release Details** - The release of the pledge on 0.08% of shares involves pledgees including Galaxy Securities, Dongwu Securities, and Guolian Minsheng [1]

Core Insights - The wind power equipment sector experienced a rise of 1.17% on November 13, with Hewei Electric leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Stock Performance - Hewei Electric (603063) closed at 32.17, with a gain of 5.23% and a trading volume of 466,200 shares, amounting to a transaction value of 1.484 billion [1] - Changyou Technology (301557) closed at 102.80, up 4.44%, with a trading volume of 11,000 shares [1] - Jixin Technology (601218) closed at 5.99, gaining 2.74% with a trading volume of 1,334,800 shares [1] - Goldwind Technology (002202) closed at 15.35, up 2.47%, with a trading volume of 898,400 shares [1] - Other notable stocks include Tiensun Wind Power (002531) and Daqian Heavy Industry (002487), with respective gains of 1.50% and 1.39% [1] Capital Flow - The wind power equipment sector saw a net outflow of 66.1885 million from institutional investors, while retail investors contributed a net inflow of 249 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Hewei Electric experienced a net inflow of 18.7 million from institutional investors but saw a net outflow of 112 million from speculative funds [3] - Daqian Heavy Industry had a net inflow of 57.5975 million from institutional investors, while speculative funds saw a net outflow of 41.7643 million [3] - Jixin Technology had a net inflow of 21.1361 million from institutional investors, with a net outflow of 39.1975 million from speculative funds [3]

Core Viewpoint - TianShun Wind Power's stock has experienced fluctuations, with a current price of 7.46 CNY per share, reflecting a year-to-date decline of 5.45% and a recent 20-day drop of 12.75% [1][2] Financial Performance - For the period from January to September 2025, TianShun Wind Power reported a revenue of 3.723 billion CNY, representing a year-on-year growth of 4.56%. However, the net profit attributable to shareholders decreased by 76.10% to 69.71 million CNY [2] - Cumulative cash dividends since the A-share listing amount to 1.426 billion CNY, with 171 million CNY distributed over the past three years [3] Shareholder Structure - As of November 10, 2025, the number of shareholders increased to 80,900, with an average of 22,074 circulating shares per shareholder, a decrease of 1.83% [2] - The top ten circulating shareholders include new entrants such as GF Multi-Factor Mixed Fund and HSBC Jintrust Small Cap Fund, indicating changes in institutional holdings [3] Market Activity - The stock's trading volume reached approximately 93.86 million CNY, with a turnover rate of 0.70% [1] - The main capital flow showed a net outflow of 894,300 CNY, with significant selling pressure compared to buying [1] Business Overview - TianShun Wind Power, established in 2005 and listed in 2010, specializes in the production and sales of wind towers and components, wind turbine blades, and related products, with a revenue composition of 53.62% from onshore wind equipment and 31.66% from power generation [1] - The company operates within the electric equipment sector, specifically focusing on wind power equipment and components [1]

Core Insights - The global offshore wind foundation market is experiencing robust growth, with a projected market size of 31.9 billion yuan in 2024 and an expected increase to 42.4 billion yuan in 2025 [1][8] - The monopile foundation segment dominates the market, accounting for 81.19% of the total market size in 2024 and is expected to decrease to 71.70% by 2025 [1][8] - China's offshore wind power industry is poised for explosive growth, with an anticipated new installed capacity of 5.62 GW in 2024 and 7.7 GW in 2025 [6][9] Offshore Wind Foundation Industry Definition and Classification - Offshore wind foundations are critical structures that support wind turbines and connect to the tower, categorized into monopile, jacket, suction bucket, and floating foundations [2][4] - Monopile foundations are the most widely used and hold a significant market share in the offshore wind sector [10] Industry Development Environment - Subsidy Policies - China's offshore wind power has entered a crucial development phase, with various provinces setting ambitious installation targets for the 14th Five-Year Plan, totaling 57.99 GW [4][6] Current Industry Status - The global offshore wind foundation market is driven by energy transition and carbon neutrality goals, with a new installed capacity of 8 GW in 2024 and an expected 16.3 GW in 2025 [6][8] - In China, the offshore wind foundation market is projected to reach 8.9 billion yuan in 2024 and 11.8 billion yuan in 2025 [9][10] Industry Value Chain - The upstream of the offshore wind foundation industry includes raw materials like steel, flanges, and cables, while the midstream focuses on design, manufacturing, and installation [10] - The downstream involves operation and maintenance services for offshore wind farms, catering to developers and operators [10] Competitive Landscape - Major companies in the offshore wind foundation sector include Jiangsu Haili Wind Power Equipment Technology Co., Ltd., Dajin Heavy Industry Co., Ltd., and Tiensun Wind Power [10][11] - Haili Wind Power is a leading player in the domestic market, focusing on monopile and tower production [11][12] - Dajin Heavy Industry has a significant market presence in Europe, with a market share increase from 18.5% in 2024 to 29.1% in the first half of 2025 [12] Industry Development Trends - The offshore wind foundation maintenance is transitioning from experience-driven to data-driven and intelligent approaches, enhancing operational efficiency and safety [14] - Future developments will focus on smart, unmanned, and sustainable solutions as nearshore resources become saturated [14]

Group 1 - The company TianShun Wind Power reported that as of November 10, the total number of shareholders is 80,947 [2]