（文章来源：证券日报） 证券日报网讯 8月12日晚间，天顺风能发布公告称，公司全资子公司苏州设备为满足日常经营资金需 要，向江苏银行股份有限公司苏州分行申请授信合计15，000万元人民币。公司为上述授信金额以及相 应的利息、违约金、损害赔偿金、实现债权的费用等债务提供连带责任保证担保。截至本公告披露日， 公司及子公司的实际担保额累计为124.1523亿元，占公司2024年度经审计净资产的139.12%，均为公司 合并报表范围内的担保。 ...

证券代码：002531 证券简称：天顺风能 公告编号：2025-054 天顺风能（苏州）股份有限公司 关于为全资子公司提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要提示: 截至本公告披露日，公司实际担保额超过公司 2024 年年度经审计净资产 的 100%； 公司及全资子公司未对合并报表范围外的公司提供担保； 公司及全资子公司未发生逾期担保、涉及诉讼的担保及因担保被判决败 诉而应承担损失的情况。 一、担保情况概述 天顺风能（苏州）股份有限公司（简称"公司"）全资子公司苏州天顺风能 设备有限公司（简称"苏州设备"）为满足日常经营资金需要，向江苏银行股份 有限公司苏州分行申请授信合计 15,000 万元人民币。公司为上述授信金额以及 相应的利息、违约金、损害赔偿金、实现债权的费用等债务提供连带责任保证担 保。 4、注册资本：150,000 万元人民币 5、主营业务：风力发电成套设备及零部件的设计、组装、制造、加工及销 售等； 6、与担保方的关系：公司直接持有其 100%股权。 为苏州设备提供担保的事项已经公司第五届董事会 2025 年第二次会 ...

Core Viewpoint - The low-carbon industry has become a new engine for implementing the new development concept and promoting the construction of a sustainable economic system, with over 260 listed companies in this sector on the Shenzhen Stock Exchange, totaling a market value of over 7 trillion yuan [1]. Group 1: Company Performance - Among the eight companies, the fastest revenue growth was achieved by Dangsheng Technology, with a revenue of 8.258 billion yuan in 2021, representing a year-on-year increase of 159.41%, and a net profit of 1.091 billion yuan, up 183.45% [2]. - Other notable companies include BWS with nearly 10 billion yuan in revenue and Jidian Co. with revenue exceeding 10 billion yuan [2]. - Both Tienswind Energy and Dangsheng Technology reported net profits exceeding 1 billion yuan [2]. Group 2: Competitive Advantages - Tienswind Energy emphasizes quality and customer-first principles, enhancing cost control and maintaining stable revenue and profitability despite rising raw material prices and declining industry installation volumes [3]. - Dangsheng Technology's products have achieved international leading performance, with sales surpassing 47,000 tons in 2021, and the company is expanding its production capacity and resource layout [3]. - BWS leverages membrane technology to maintain a competitive edge in the water purification sector, actively increasing market share through both online and offline strategies [4]. Group 3: Impact of COVID-19 - Companies are accelerating recovery and maintaining confidence in the low-carbon industry despite the pandemic's impact on production and logistics [5]. - Tienswind Energy's chairman expressed confidence in the wind power industry's growth over the next decade, despite some production disruptions due to COVID-19 [5]. - Dangsheng Technology reported that the pandemic has not significantly affected its production or operations, with over 70% of its sales being international [5].

Group 1: Policy Changes and Market Impact - Zhangjiakou City has shifted wind power projects from an approval system to a filing system, marking the first local wind power filing policy [1] - The wind power concept index rose from 902.39 points to 956.21 points, a 5.96% increase over three trading days from August 15 to August 17 [1] - On August 17, 14 wind power concept stocks, including Baota Industry and Chuanrun Co., reached their daily limit [1] Group 2: Development of Distributed Wind Power - Distributed wind power is lagging behind onshore and offshore wind power, with only about 10 million kW installed by the end of 2021, representing a low proportion of total wind power capacity [2] - The "Three North" regions accounted for 84% of new wind power installations in the first half of the year, indicating a significant focus on centralized wind power [2] - Cost reduction is crucial for the large-scale promotion of distributed wind power projects due to their smaller scale and higher costs [2] Group 3: Advantages and Future Potential - Distributed wind power has advantages such as proximity to the electricity market, which can reduce or eliminate transmission costs [3] - The flexibility of installation and ease of power consumption make distributed wind power economically viable as costs decrease and efficiency improves [3] - Wind and solar power are expected to account for 65% to 70% of the new energy system in the future, indicating significant growth potential for wind power [3] Group 4: Industry Opportunities and Company Strategies - The "Thousand Villages and Ten Thousand Towns Wind Action" plan aims to adjust the energy structure and promote renewable energy development [4] - The shift to a filing system is expected to simplify the approval process for distributed wind power projects, attracting more companies to participate [4] - Estimates suggest that the annual demand for wind turbines could increase from 50 GW to 60-70 GW during the 14th Five-Year Plan period, with growth rates rising from 10% to 25% from 2023 to 2025 [4] Group 5: Company Engagement in Distributed Wind Power - Several listed companies in the wind power industry are actively engaging in distributed wind power projects, with Yunda Co. expressing optimism about future prospects [5] - By the end of 2021, 13 turbine manufacturers had added distributed wind power installations, with Goldwind Technology leading at 2.672 million kW, accounting for 33.3% of the total [5] - Companies like Dongfang Cable and Xinqianglian are expected to benefit from the rapid growth in new wind power installations [5]

Group 1: Company Performance - TianShun Wind Energy expects a net profit of 520 million to 600 million yuan for the first half of the year, representing a year-on-year increase of 104.72% to 136.22% [1] - Jiejia Weichuang anticipates a net profit of 736 million to 812 million yuan for the first half of the year, with a year-on-year growth of 45% to 60% [2] - China Nuclear Power reported a cumulative operational power generation of 100.827 billion kWh by the end of June, a year-on-year increase of 5.83% [3] - Pinggao Electric expects a net profit of approximately 332 million yuan for the first half of the year, reflecting a year-on-year growth of around 185% [4] Group 2: Industry Trends - The offshore wind power sector is experiencing rapid growth, with TianShun Wind Energy achieving breakthroughs in offshore wind foundation business and increasing delivery volumes [1] - The market for TOPCon battery planning capacity has exceeded 600 GW, with Jiejia Weichuang benefiting from strong demand and successful equipment deliveries [2] - China Nuclear Power is adopting a dual-drive strategy of nuclear and renewable energy, aiming to increase installed capacity significantly by the end of the "14th Five-Year Plan" [3] - The demand for UHV (Ultra High Voltage) construction is rising due to the growth of wind and solar industries, benefiting companies like Pinggao Electric [4]

Group 1 - The core point of the news is that Shanghai Tianshen Investment Management Co., Ltd. has pledged a total of 92.47 million shares of Tianshun Wind Power, accounting for 5.15% of the total share capital [1] - The details of the share pledges include various amounts pledged to different securities companies, with the largest being 55 million shares pledged to China Galaxy Securities, representing 10.37% of the pledged shares [1] - As of the announcement date, the total pledged shares by Shanghai Tianshen Investment Management Co., Ltd. amount to 240 million shares, which is 45.17% of its total holdings [1] Group 2 - Tianshun Wind Power reported a main revenue of 926 million yuan for Q1 2025, a year-on-year decrease of 12.1% [3] - The net profit attributable to the parent company was 35.65 million yuan, down 75.98% year-on-year, while the net profit after deducting non-recurring items was 30.55 million yuan, a decline of 79.58% [3] - The company has a debt ratio of 60.82%, with investment income reported at -7.49 million yuan and financial expenses at 91.54 million yuan, while the gross profit margin stands at 23.48% [3] - Tianshun Wind Power's main business includes offshore wind power equipment manufacturing, global capacity layout for marine engineering, zero-carbon asset investment and operation services, onshore wind tower manufacturing, and wind blade and mold manufacturing [3]

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。 证券代码：002531 证券简称：天顺风能 公告编号：2025-053 天顺风能（苏州）股份有限公司 关于控股股东部分股份质押及解质押的公告 2025 年 08 月 09 日 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次解除质 押股份数量 （万股） 占其所持 股份比例 占 公 司 总 股本比例 质押起始日 质押解除日 质权人 上海 天神 是 2,800 5.28% 1.56% 2023-7-31 2025-8-7 银河证券 200 0.38% 0.11% 2024-7-15 2025-8-7 240 0.45% 0.13% 2024-8-23 2025-8-7 145 0.27% 0.08% 2024-8-19 2025-8-7 90 0.17% 0.05% 2025-1-8 2025-8-7 470 0.89% 0.26% 2025-2-5 2025-8-7 165 0.31% 0.09% 2025-5-23 2025-8-7 1,353 2.55% 0.75% 2025-5-22 202 ...

Group 1 - The company, TianShun Wind Power, announced the approval of the extension of the second phase of its employee stock ownership plan during the second meeting of the sixth board of directors in 2025 [2]

Group 1 - The company TianShun Wind Power announced the postponement of the second phase of its employee stock ownership plan during its board meeting held on August 4, 2025 [2] - For the year 2024, the revenue composition of TianShun Wind Power is as follows: wind power equipment accounts for 68.71%, power generation accounts for 26.17%, and other businesses account for 5.11% [2]

证券代码：002531 证券简称：天顺风能 公告编号：2025-051 二、第二期员工持股计划延期情况 天顺风能（苏州）股份有限公司 关于第二期员工持股计划存续期延期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 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"）于 2025 年 08 月 04 日召开了 第六届董事会 2025 年第二次会议，审议通过了《关于第二期员工持股计划存续 期延期的议案》，同意将公司第二期员工持股计划（"本次员工持股计划"）的 存续期延长 1 年，即延长至 2026 年 10 月 13 日。现将相关情况公告如下： 一、员工持股计划的基本情况 公司于 2022 年 03 月 02 日召开第四届董事会 2022 年第一次会议、第四届监 事会 2022 年第一次会议，于 2022 年 03 月 18 日召开 2022 年第一次临时股东大 会，审议通过了《天顺风能（苏州）股份有限公司第二期员工持股计划（草案） 及其摘要》《天顺风能（苏州）股份有限公司第二期员工持股计划管理办法》等 员工持股计划相关议案，同意公司实施第二期员工持股计划，具体内容详 ...