本次网上说明会将采用网络远程的方式举行，投资者可登录"约调研"小程序参与互动交 流。出席本次网上业绩说明会的人员有：公司董事长、总经理严俊旭先生，独立董事胡云华先 生，董事、副总经理、董事会秘书朱彬先生，职工董事、副总经理、海工装备事业部生产运营 总经理胡静波先生，财务负责人陈丽娟女士。 为充分尊重投资者，提升交流的针对性，现提前向投资者公开征集问题，广泛听取投资者 的意见和建议，提问通道自发出公告之日起开放。投资者依据提示，授权登录"约调研"小程 序，即可参与交流。 参与方式一：在微信小程序中搜索"约调研"后，点击"网上说明会"，搜索"天顺风能" 参与交流； 证券代码：002531 证券简称：天顺风能 公告编号：2025-061 天顺风能（苏州）股份有限公司 关于举行2025年半年度网上业绩说明会的公告 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 陈述或重大遗漏。 天顺风能（苏州）股份有限公司（"公司"）已于2025年08月22日在巨潮资讯网 （www.cninfo.com.cn）上披露了《2025年半年度报告》《2025年半年度报告摘要》。为便于 广大投资者进一步了解公司 ...

证券代码：002531 简称：天顺风能 公告编号：2025-055 天顺风能（苏州）股份有限公司 第六届董事会 2025 年第三次会议决议公告 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，对公告的虚假 记载、误导性陈述或者重大遗漏负连带责任。 具体内容详见公司同日披露于《证券时报》及巨潮资讯网上的《关于会计估 计变更的公告》（公告编号：2025-056）《关于会计估计变更专项说明的专项审 核报告》。 2、审议通过了《关于 2025 年半年度报告及其摘要的议案》 一、董事会会议召开情况 天顺风能（苏州）股份有限公司（"公司"）于2025年08月20日召开了第六 届董事会2025年第三次会议。会议由董事长严俊旭先生召集主持，以现场结合通 讯表决的方式召开。会议通知及相关议案于2025年08月10日通过邮件、即时通讯 工具等方式发送至各位董事，应出席董事7名，实际出席董事7名，全体高管列席。 会议的召集和召开程序符合《公司法》和《公司章程》的规定。 二、董事会会议审议情况 1、审议通过了《关于会计估计变更的议案》 董事会认为：公司本次会计估计变更符合《企业会计准则第28号--会计政策、 会计估计变更和差错 ...

天顺风能（苏州）股份有限公司 2025 年半年度报告全文 天顺风能（苏州）股份有限公司 2025 年半年度报告 2025-057 2025 年 08 月 1 天顺风能（苏州）股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人严俊旭、主管会计工作负责人严俊旭及会计机构负责人(会计 主管人员)郑丽声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司半年度报告中所涉及未来的战略目标、经营计划、经营目标等前瞻性 陈述，不代表公司的盈利预测，也不构成公司对投资者的实质承诺，请投资 者及相关人士对此保持足够的风险认识，并理解计划、预测与承诺之间的差 异，注意投资风险。 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和应 对措施"描述了公司未来经营中可能面临的风险与对策，敬请广大投资者注 意查阅。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 备查文件目录 一、载有公司负 ...

Market Overview - The Shanghai Composite Index closed at 3766.21 points, above the six-month moving average, with an increase of 1.04% [1] - The total trading volume of A-shares reached 24,484.14 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 93 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xi'an Catering (9.78%) - Fuyao Glass (9.01%) - Sunrise Orient (6.98%) [1] Stocks with Small Deviation Rates - Stocks with minor deviation rates that just crossed the six-month moving average include: - Rui Ming Technology - Fengle Seed Industry - ST Zhongdi [1] Performance of Selected Stocks - Xi'an Catering: - Price change: +10.06% - Turnover rate: 11.89% - Latest price: 9.85 yuan - Deviation rate: 9.78% [1] - Fuyao Glass: - Price change: +10.01% - Turnover rate: 2.85% - Latest price: 61.35 yuan - Deviation rate: 9.01% [1] - Sunrise Orient: - Price change: +10.02% - Turnover rate: 9.10% - Latest price: 10.76 yuan - Deviation rate: 6.98% [1]

Core Insights - The report by Shunwei Consulting highlights the organizational efficiency of ten benchmark companies in the wind power equipment sector, which represent 67% of the new installed capacity in China for 2024 [1][10]. Industry Overview - The global GDP growth rate for 2024 is projected at 3.9%, with China's economy showing a positive growth trend. Clean energy's share in the power structure is expected to rise to 37%, with wind power generation reaching 1 trillion kWh, a year-on-year increase of 13% [2][17]. - In 2024, the global wind power market is expected to add 117 GW of new capacity, with China accounting for 68% of this growth, translating to 80 GW of new installations. The compound annual growth rate (CAGR) for the past five years is 25% [2][38]. - The wind turbine market is projected to grow steadily, reaching a scale of 136.6 billion yuan by 2030, with increasing industry concentration as the CR5 rises from 65% in 2020 to 75% in 2024 [2][40]. Organizational Efficiency Analysis - In 2024, benchmark companies experienced a slight revenue decline of 2.1% and a net profit drop of 9.1%. Revenue per employee and net profit per employee fell by 6.4% and 17%, respectively [3]. - The gross profit margin and net profit margin decreased to 13% and 3.4%, indicating squeezed profit margins. The return on equity (ROE) is only 2.9%, with inventory and accounts receivable turnover rates declining [3]. - The market value of these companies decreased by 4.3% year-on-year, reflecting market concerns about their profitability resilience [3]. Competitive Landscape - The wind power industry is characterized by high market concentration, with the top five companies (CR5) controlling 75% of the market by 2024. The competitive dynamics are shifting towards a more consolidated market structure [2][44]. - Chinese wind turbine manufacturers are leading globally, but there remains significant potential for overseas expansion. The offshore wind power sector is expected to add 10 GW by 2025, with cumulative global additions reaching 156 GW from 2025 to 2030 [2][48]. Future Trends - The industry is witnessing trends such as deep-sea extension, larger and lighter wind turbines, and an expansion across the entire industrial chain. Wind turbine prices are expected to stabilize and recover by 2025 [2][30]. - The transition towards a market-oriented pricing mechanism for renewable energy is anticipated to enhance the profitability of wind power projects, especially as the market reforms take effect [24][29].

通过天眼查大数据分析，天顺风能(苏州)股份有限公司共对外投资了11家企业，参与招投标项目12次， 知识产权方面有商标信息5条，专利信息58条，此外企业还拥有行政许可5个。 来源：金融界 天顺风能最新一期业绩显示，截至2025一季报，公司营业总收入9.26亿元、同比减少12.10%，归属净利 润3564.56万元，同比减少75.98%，扣非净利润3055.11万元，同比减少79.58%，流动比率1.260、速动比 率0.907、资产负债率60.82%。 天眼查商业履历信息显示，天顺风能(苏州)股份有限公司，成立于2005年，位于苏州市，是一家以从事 电气机械和器材制造业为主的企业。企业注册资本179687.8658万人民币，实缴资本179687.8658万人民 币。公司法定代表人为严俊旭。 金融界消息 截至2025年8月19日收盘，天顺风能（002531）报收于6.87元，上涨0.15%，换手率1.38%， 成交量24.64万手，成交金额1.69亿元。 资金流向方面，今日主力资金净流出2168.64万元，占比成交额12.83%。其中，超大单净流出332.04万 元、占成交额1.96%，大单净流出1836.60万 ...

Group 1 - The core viewpoint of the article highlights the decline in electricity generation in Jiangsu Province, with a total generation of 489.8 billion kWh in May 2025, representing a year-on-year decrease of 4.3% [1] - From January to May 2025, Jiangsu's total electricity generation was 2406.5 billion kWh, showing a year-on-year decline of 5.3% [1] - Breakdown of electricity generation by type for January to May 2025: thermal power generation was 1858.5 billion kWh (77.2% of total), down 6.9%; hydropower generation was 16.8 billion kWh (0.7% of total), up 33.3%; nuclear power generation was 212.1 billion kWh (8.8% of total), down 2.5%; wind power generation was 239.5 billion kWh (10% of total), down 3.1%; solar power generation was 79.64 billion kWh (3.3% of total), up 19% [1] Group 2 - The report referenced is the "2025-2031 China Energy Industry Market Research Analysis and Investment Prospect Assessment Report" published by Zhiyan Consulting [1] - The statistical scope of the report includes large-scale industrial enterprises with annual main business income of 20 million yuan and above, ensuring comparability of data year-on-year [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing in-depth industry research reports, business plans, feasibility studies, and customized services [2]

Core Viewpoint - The "Long Palace" marine ranch, constructed by Tian Shun Wind Power and invested by State Power Investment Corporation, has successfully completed its delivery and is heading to the offshore wind farm operation area in Jieyang, Guangdong [1] Group 1: Project Overview - The "Long Palace" marine ranch is a key equipment for the Jieyang marine ranch legged (truss) heavy net cage experimental project [1] - The platform is designed with a pile foundation fixation method, featuring strong resistance to wind and waves, capable of withstanding a level 17 typhoon [1] Group 2: Technological Features - The platform is equipped with multiple functions including automatic feeding, live fish catching, net cleaning, and intelligent monitoring of the fishery [1] - The project emphasizes technological innovation and efficient execution throughout its development [1] Group 3: Design and Construction Achievements - During the design phase, the project was guided by the principle of "technology empowering ecology," establishing a framework that integrates wind energy, fishery, and ecology [1] - The construction team at Jieyang base completed the project in 3 months, setting a record for similar projects with "millimeter-level precision" [1] Group 4: Standards and Efficiency - The acceptance and delivery of the project adhered to dual standards of marine engineering and fishery breeding, efficiently completing the transfer based on precise planning [1]

Group 1: Guizhou Moutai - Guizhou Moutai achieved a net profit of 45.403 billion yuan in the first half of 2025, an increase of 8.89% year-on-year [1] - The company's operating income for the same period was 89.389 billion yuan, reflecting a growth of 9.1% year-on-year [1] - Basic earnings per share were reported at 36.18 yuan per share [1] Group 2: Weixing New Materials - Weixing New Materials reported a net profit of 271 million yuan in the first half of 2025, a decrease of 20.25% year-on-year [1] - The company's operating income was 2.078 billion yuan, down 11.33% year-on-year [1] - The company plans to distribute a cash dividend of 1 yuan per 10 shares [1] Group 3: Jianyuan Trust - Jianyuan Trust's net profit for the first half of 2025 was 40.2897 million yuan, an increase of 13.36% year-on-year [1] - The company achieved an operating income of 15 million yuan, a significant growth of 84.89% year-on-year [1] - Basic earnings per share were reported at 0.0041 yuan per share [1][2] Group 4: Weili - Weili won a bid for a leachate treatment project, expected to generate an annual revenue of approximately 61 million yuan [1] - The project has a total expected revenue of about 610 million yuan over a 10-year operational period [1] - The project includes a 0.5-year construction period followed by a 10-year operational period [1] Group 5: Tianjun Wind Power - Tianjun Wind Power provided a guarantee for a credit line of 150 million yuan for its wholly-owned subsidiary [1] - The guarantee covers the principal amount, interest, penalties, and other related costs [1] - The guarantee period is three years from the maturity of the main contract [1] Group 6: Jiangshan Oupai - Jiangshan Oupai's wholly-owned subsidiary completed the registration for a change in business type [1] - The subsidiary is now classified as a limited liability company [1] Group 7: Ningbo Port - Ningbo Port announced the resignation of independent director Yan Guoqing due to personal reasons [1] Group 8: Yangfan New Materials - Yangfan New Materials reported a net profit of 23.1372 million yuan in the first half of 2025, marking a turnaround from losses [1] - The company's total operating revenue was 473 million yuan, an increase of 47.93% year-on-year [1] Group 9: Zhongguancun - Zhongguancun's subsidiary received a drug registration certificate for a new injection [1] - The company also announced that another product passed the consistency evaluation for generic drugs [1] Group 10: Hengtong Oriental - Hengtong Oriental is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [1] Group 11: Quzhou Development - Quzhou Development plans to acquire 95.46% of Xian Dao Electronics and will resume trading on August 13, 2025 [1] Group 12: Jiangsu Sop - Jiangsu Sop reported a net profit of 102 million yuan in the first half of 2025, a decrease of 13.01% year-on-year [1] - The company's operating income was 3.158 billion yuan, down 1.08% year-on-year [1] Group 13: Fudan Fuhua - Fudan Fuhua's subsidiary plans to invest 48.87 million yuan in a capital increase for another company [1] Group 14: Shaanxi Huada - Shaanxi Huada is planning to acquire 100% of Huajing Microelectronics and has suspended trading [1]

Group 1 - The stock price of TianShun Wind Energy is reported at 6.66 yuan, down 0.04 yuan or 0.60% from the previous trading day, with a trading range of 6.63 to 6.70 yuan and a transaction amount of 1.10 billion yuan [1] - The company has a total market capitalization of 11.967 billion yuan and a price-to-earnings ratio of 83.93 times [1] - TianShun Wind Energy operates in the wind power equipment manufacturing industry, focusing on the production and sales of wind towers and their components, with production bases located in Jiangsu and other regions [1] Group 2 - The latest announcement indicates that TianShun Wind Energy has provided a credit guarantee of 150 million yuan to its wholly-owned subsidiary, Suzhou TianShun Wind Energy Equipment Co., Ltd [1] - As of the announcement date, the total guarantee amount for the company and its subsidiaries has reached 12.415 billion yuan, accounting for 139.12% of the audited net assets for the year 2024 [1] - In the first quarter of 2025, the subsidiary reported an operating income of 245 million yuan, with a net loss of 7.1753 million yuan [1] Group 3 - In terms of capital flow, TianShun Wind Energy experienced a net outflow of 15.4058 million yuan from main funds on the day, with a cumulative net outflow of 183.006 million yuan over the past five days [1]