证券之星消息，10月24日风电设备板块较上一交易日上涨1.97%，大金重工领涨。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002487 | 大金重工 | 53.50 | 7.02% | 35.55万 | | 18.44亿 | | 300443 | 金雷股份 | 32.46 | 6.08% | 40.73万 | | 13.37亿 | | 301232 | 飞沃科技 | 43.46 | 5.92% | 10.69万 | | 4.69 乙 | | 300129 | 泰胜风能 | 8.51 | 5.58% | 91.01万 | | 7.79亿 | | 603218 | 日月股份 | 14.84 | 4.51% | 37.81万 | | 5.61亿 | | 002202 | 金风科技 | 15.83 | 3.80% | 177.93万 | | 27.80亿 ...

10月23日，泰胜风能涨1.51%，成交额2.49亿元。两融数据显示，当日泰胜风能获融资买入额2799.27万 元，融资偿还2719.68万元，融资净买入79.59万元。截至10月23日，泰胜风能融资融券余额合计2.87亿 元。 融资方面，泰胜风能当日融资买入2799.27万元。当前融资余额2.86亿元，占流通市值的4.93%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，泰胜风能10月23日融券偿还3500.00股，融券卖出1700.00股，按当日收盘价计算，卖出金额 1.37万元；融券余量13.44万股，融券余额108.33万元，超过近一年80%分位水平，处于高位。 资料显示，泰胜风能集团股份有限公司位于上海市徐汇区龙耀路175号星扬西岸中心40楼，成立日期 2001年4月13日，上市日期2010年10月19日，公司主营业务涉及陆上与海上风电装备、海洋工程装备制 造、销售等业务。主营业务收入构成为：陆上风电装备(含混凝土塔筒)81.87%，海上风电及海洋工程装 备15.80%，创新及其他业务1.81%，零碳业务0.52%。 截至6月30日，泰胜风能股东户数5.07万，较上期增加1.96%；人均 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301232 | 飞沃科技 | 1.4416 | 21.00% | -1.02 Z | -14.79% | -4271.95万 | -6.21% | | 300850 | 新强联 | 8587.22万 | 11.36% | 1549.74万 | 2.05% | -1.01亿 | -13.41% | | 301456 | 盘古智能 | 3986.89万 | 11.74% | 1285.55万 | 3.79% | -5272.44万 | -15.53% | | 300690 | 双一科技 | 1886.65万 | 1.55% | 4130.51万 | 3.39% | -6017.16万 | -4.93% | | 688186 广大特材 | | 1392.49万 | 2.69% | -553.00万 | -1.07% | -839.49万 | -1.62% | | 3005 ...

Core Insights - The wind power equipment sector saw a 0.7% increase on October 15, with Zhonghuan Hailu leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Wind Power Equipment Sector Performance - Zhonghuan Hailu (301040) closed at 24.07, up 6.08% with a trading volume of 95,900 shares and a transaction value of 227 million [1] - Electric Wind Power (688660) closed at 20.40, up 4.29% with a trading volume of 339,800 shares and a transaction value of 677 million [1] - Tai Sheng Wind Energy (300129) closed at 8.45, up 3.94% with a trading volume of 506,100 shares and a transaction value of 421 million [1] - Other notable performers include Jin Lei Co. (300443) up 3.87%, Shuangyi Technology (300690) up 3.56%, and Changyou Technology (301557) up 3.10% [1] Capital Flow Analysis - The wind power equipment sector experienced a net outflow of 320 million from institutional investors and 210 million from retail investors, while retail investors saw a net inflow of 531 million [2] - The capital flow for individual stocks indicates that Tai Sheng Wind Energy had a net inflow of 35.63 million from institutional investors, while it faced a net outflow of 42.72 million from retail investors [3] - Other stocks like He Wang Electric (603063) and Tian Shun Wind Energy (002531) also showed mixed capital flows, with varying net inflows and outflows from different investor categories [3]

Core Viewpoint - 泰胜风能's stock performance shows a decline with significant financing activity, indicating potential liquidity concerns and market sentiment shifts [1][2]. Financing Summary - On September 30, 泰胜风能 experienced a financing buy-in of 34.71 million yuan, while financing repayment amounted to 54.10 million yuan, resulting in a net financing outflow of 19.39 million yuan [1]. - The total financing and margin trading balance for 泰胜风能 reached 228 million yuan, with the financing balance accounting for 3.91% of the circulating market value, indicating a high level compared to the past year [1]. - The company had a margin trading repayment of 21,200 shares and a margin selling of 2,400 shares, with a margin balance of 758,700 yuan, which is below the 30th percentile of the past year [1]. Business Performance - For the first half of 2025, 泰胜风能 reported a revenue of 2.299 billion yuan, reflecting a year-on-year growth of 38.83%, while the net profit attributable to shareholders decreased by 8.08% to 119 million yuan [2]. - The company's main business revenue composition includes 81.87% from onshore wind power equipment, 15.80% from offshore wind power and marine engineering equipment, 1.81% from innovation and other businesses, and 0.52% from zero-carbon businesses [1]. Shareholder Information - As of June 30, 2025, 泰胜风能 had 50,700 shareholders, an increase of 1.96% from the previous period, with an average of 12,743 circulating shares per person, a decrease of 1.92% [2]. - The company has distributed a total of 648 million yuan in dividends since its A-share listing, with 150 million yuan distributed over the past three years [3]. - Among the top ten circulating shareholders, 南方中证1000ETF increased its holdings by 1.1745 million shares, totaling 6.0733 million shares [3].

Core Insights - The wind power sector has shown strong performance in 2023, with nearly 60 wind power concept stocks averaging a price increase of 33.65% year-to-date, while only 7 stocks have recorded declines [1] - Institutions are optimistic about the long-term growth prospects of the wind power sector, predicting that several stocks will continue to experience high growth in net profits in 2025 and 2026, with a consensus forecast of over 20% growth for these years [1] Summary by Company - **Oriental Cable (603606)**: Received ratings from 32 institutions, with predicted net profit growth of 58.83% in 2025 and 31.56% in 2026 [3] - **Dajin Heavy Industry (002487)**: Rated by 28 institutions, with a forecasted net profit growth of 37.31% in 2026 [3] - **Goldwind Technology (002202)**: Rated by 19 institutions, with a projected net profit growth of 27.80% in 2026 [3] - **Haili Wind Power (301155)**: Rated by 16 institutions, with an expected net profit growth of 40.31% in 2026 [3] - **Tianwang Electric (603063)**: Rated by 15 institutions, with a forecasted net profit growth of 20.89% in 2026 [4] - **China National Materials (002080)**: Rated by 13 institutions, with a predicted net profit growth of 29.99% in 2026 [4] - **Mingyang Smart Energy (601615)**: Rated by 12 institutions, with a projected net profit growth of 37.78% in 2026 [4] - **Taisheng Wind Energy (300129)**: Rated by 12 institutions, with an expected net profit growth of 36.87% in 2026 [4] - **Jinlei Co., Ltd. (300443)**: Rated by 11 institutions, with a forecasted net profit growth of 31.77% in 2026 [4] - **Tianshun Wind Energy (002531)**: Rated by 10 institutions, with a predicted net profit growth of 58.06% in 2026 [4]

南方财经9月29日电，风电设备板块反复活跃，吉鑫科技3连板，威力传动涨超10%，通裕重工、金风科 技、明阳智能、新强联、泰胜风能跟涨。 ...

Core Viewpoint - The company is focusing on the production of fuel storage tanks in its commercial aerospace segment and is not planning to develop technology or market for rocket shells at this time [2]. Group 1: Company Developments - The company's wholly-owned subsidiary, Taisun Aerospace, is advancing quickly in the commercial aerospace sector, particularly with fuel storage tanks [2]. - Taisun Aerospace is actively working on production line construction, expert recruitment, team expansion, and market development [2]. - There are currently no plans for Taisun Aerospace to engage in the technology or market development related to rocket shells [2].

Core Viewpoint - The company is actively promoting its commercial aerospace business, focusing on production line transformation, team building, expert recruitment, and market research, with a current team size of approximately 10 people [1]. Group 1 - The company is engaged in a rocket project and is inquiring about the specific location of its base [1]. - The current team size dedicated to the rocket project is approximately 10 people [1]. - The company is undertaking preliminary work for its aerospace business, including production line transformation and market research [1].

Core Viewpoint - The wind power sector is experiencing a strong rally, with companies like Mingyang Smart Energy and Jixin Technology hitting the daily limit up, while others like Tianneng Heavy Industry and Daikin Heavy Industries also see significant gains. This surge is driven by a positive outlook from Wood Mackenzie regarding global wind power capacity growth [1]. Industry Summary - Wood Mackenzie's latest report projects that the global annual新增风电装机容量 will exceed 170 gigawatts over the next five years. This growth is expected to accelerate further after 2028, reaching a peak of 200 gigawatts by 2034 [1].