格隆汇1月7日丨泰胜风能(300129.SZ)在投资者互动平台表示，公司与星河动力签有基于技术研发的战 略合作协议，目前公司火箭液体贮箱产能仍处于建设阶段，尚未向星河动力供货。 ...

格隆汇1月7日丨泰胜风能(300129.SZ)在投资者互动平台表示，公司与星河动力签有基于技术研发的战 略合作协议，目前公司火箭液体贮箱产能仍处于建设阶段，尚未向星河动力供货。 ...

证券之星消息，1月7日风电设备板块较上一交易日上涨1.72%，金风科技领涨。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002202 | 金风科技 | 26.40 | 10.00% | 680.17万 | | 168.46 Z | | 601615 | 明阳智能 | 16.70 | 3.09% | 113.92万 | | 206881 | | 688186 | 广大特材 | 24.04 | 2.34% | 14.95万 | | 3.57亿 | | 301557 | 常友科技 | 123.33 | 1.93% | 1.17万 | | 1.45亿 | | 300129 | 泰胜风能 | 11.66 | 1.92% | 166.06万 | | 18.82亿 | | 603063 | 禾望电气 | 33.62 | 1.76% | 31.39万 | | 10 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002202 | 金风科技 | 24.00 | 9.99% | 617.62万 | | 136.64亿 | | 601615 | 明阳智能 | 16.20 | 9.98% | 120.60万 | | 18.87亿 | | 300129 | 泰胜风能 | 11.44 | 8.03% | 154.92万 | | 16.86 Z | | 301040 | 中环海陆 | 30.64 | 6.06% | 7.00万 | | 2.09亿 | | 688660 | 电气风电 | 17.50 | 5.42% | 41.90万 | | 7.20亿 | | 688349 | 三一重能 | 27.14 | 5.40% | 7.83万 | | 2.08亿 | | 300443 | 金雷股份 | 29.70 | 3.56% | 12.86万 | | 3.76亿 | | 300569 | 天能車工 | 5.98 | 2.93% | 27.28万 | | 1.6 ...

Group 1 - Wind power equipment sector increased by 0.56% on December 31, with Feiwo Technology leading the gains [1] - Shanghai Composite Index closed at 3968.84, up 0.09%, while Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Feiwo Technology's stock price rose by 17.91% to 168.37, with a trading volume of 127,100 shares and a transaction value of 2.013 billion [1] Group 2 - Major stocks in the wind power equipment sector showed varied performance, with notable increases in Electric Wind Power (up 4.81%) and Taisheng Wind Energy (up 4.60%) [1] - The sector experienced a net outflow of 326 million from main funds, while retail investors saw a net inflow of 391 million [2][3] - The detailed fund flow indicated that Taisheng Wind Energy had a net inflow of 101 million from main funds, while Electric Wind Power had a net inflow of 81.84 million [3]

证券代码：300129 证券简称：泰胜风能 公告编号：2026-001 泰胜风能集团股份有限公司 关于签订募集资金三方监管协议的公告 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。 一、 募集资金基本情况 公司已完成上述募集资金存管专户的开设，募集资金已经到账。截至本公告披露日， 上述募集资金专户情况如下： | 泰胜风能集团股份 | 中国工商银行股份有限 公司广州科学城支行 | 3602090729200592569 | 补充流动资金 | | --- | --- | --- | --- | | 账户名称 有限公司 | 开户行 | 银行账号 | 募集资金用途 | 注："中国工商银行股份有限公司广州科学城支行"系隶属"中国工商银行股份有限公司广州 天平架支行"的网点。 1 经中国证券监督管理委员会（以下简称"中国证监会"）出具的证监许可〔2025〕 226 号文批复同意，泰胜风能集团股份有限公司（以下简称"公司"）向特定对象广州 凯得投资控股有限公司发行人民币普通股（A 股）173,954,013 股，每股面值 1 元，发 行价格为 6.76 元/股，募集资金总额 ...

泰胜风能公告称，经证监批复同意，公司向广州凯得投资控股有限公司发行173,954,013股，每股6.76 元，募资总额11.76亿元，净额11.69亿元。2025年11月26日，公司董事会同意在工行广州科学城支行开 设专户用于资金存储与使用，截至2025年，专户余额117,309.89万元。近日，公司与工行广州科学城支 行、广州天平架支行及华泰联合、粤开证券签订《募集资金三方监管协议》，明确各方权利义务，协议 至专户资金支出完毕且督导期结束失效。 ...

证券日报网讯12月30日，泰胜风能（300129）在互动平台回答投资者提问时表示，公司在手订单充足， 根据《2025年第三季度报告》，截至2025年9月30日，公司在执行或待执行的订单共计47.69亿元。公司 会根据各基地产能情况合理分配产能。 ...

Market Overview - The wind power equipment sector experienced a decline of 2.45% on December 30, with C Xihua leading the drop [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Stock Performance - Notable stock performances in the wind power equipment sector included: - Shuangyi Technology (300690) closed at 34.29, up by 2.54% with a trading volume of 185,400 shares and a transaction value of 625 million yuan [1] - Guangda Special Materials (688186) closed at 23.03, up by 0.92% with a trading volume of 71,100 shares and a transaction value of 163 million yuan [1] - Daqian Vehicle (002487) closed at 53.15, up by 0.83% with a trading volume of 135,700 shares and a transaction value of 719 million yuan [1] - Other stocks like Zhongchuan Technology (600072) and Jinlei Co., Ltd. (300443) saw slight declines of 0.26% and 0.28% respectively [1] Capital Flow - The wind power equipment sector saw a net outflow of 3.528 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.508 billion yuan [2] - The capital flow for specific stocks included: - Guangda Special Materials (688186) had a net inflow of 19.84 million yuan from institutional investors [3] - Zhenjiang Co., Ltd. (603507) saw a net inflow of 17.58 million yuan from institutional investors [3] - Tian Shun Wind Energy (002531) experienced a net inflow of 8.86 million yuan from institutional investors [3]

Core Viewpoint - The company reported a significant increase in overseas orders for the first half of 2025, with a total of 947 million yuan, which is a year-on-year doubling, and noted that the gross profit margin for overseas orders is 3-5 percentage points higher than that of domestic orders [1] Group 1 - The company confirmed that it does not have the "Dogger Bank" project, and all orders in the European region are progressing normally in terms of production and delivery [1] - For the fiscal year 2025, some of the newly added overseas orders will be recognized as revenue within the year, with specific details to be provided in the audited annual report [1] - The company was asked if the proportion of high-margin overseas orders could exceed 30% for the entire year of 2025, indicating investor interest in the profitability of these orders [1]