南方财经12月25日电，天眼查App显示，近日，广东泰胜投资控股有限公司发生工商变更，注册资本由1.94亿人民币增至4.14亿人民币，增幅约113%。该公 司成立于2022年10月，法定代表人为王山东，经营范围为以自有资金从事投资活动、创业投资、企业管理咨询，由泰胜风能（300129）全资持股。 ...

天眼查App显示，近日，广东泰胜投资控股有限公司发生工商变更，注册资本由1.94亿人民币增至4.14 亿人民币，增幅约113%。该公司成立于2022年10月，法定代表人为王山东，经营范围为以自有资金从 事投资活动、创业投资、企业管理咨询，由泰胜风能（300129）全资持股。 ...

证券之星消息，12月24日风电设备板块较上一交易日上涨2.29%，飞沃科技领涨。当日上证指数报收于 3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 301232 | 飞沃科技 | 122.00 | 14.22% | 8.99万 | | 10.22亿 | | 688660 | 电气风电 | 17.80 | 14.10% | 61.54万 | | 10.51亿 | | 603063 | 禾望电气 | 35.02 | 5.17% | 43.80万 | | 15.19亿 | | 300129 | 泰胜风能 | 8.93 | 5.06% | 60.75万 | | 5.37亿 | | 300690 | 双一科技 | 31.49 | 2.67% | 6.86万 | | 2.13亿 | | 300443 | 金雷股份 | 28.63 | 2.25% | 8.94万 | | 2.55亿 | ...

Core Viewpoint - The Zhejiang Provincial People's Congress has passed the "Regulations on Promoting High-Quality Development of Marine Economy," which emphasizes the expansion of offshore wind power into deep waters and the development of various clean energy sources, including nuclear and tidal energy [1] Group 1: Offshore Wind Power Development - The current global offshore wind power costs are now economically viable alternatives to traditional fossil fuels, with a favorable carbon emission profile throughout its lifecycle [1] - Offshore wind power projects are advantageous due to their distance from residential areas, minimizing noise and visual pollution, and the absence of road construction limitations [1] - The ability to select optimal wind conditions and higher capacity factor sites enhances the reliability and efficiency of offshore wind power [1] Group 2: Industry Recommendations - The transition from nearshore to deep offshore wind power is underway, with provinces actively promoting demonstration projects to build experience for future large-scale developments [2] - Companies in the submarine cable segment, such as Dongfang Cable, Zhongtian Technology, and Hengtong Optic-Electric, are recommended for investment [2] - In the offshore wind foundation and marine engineering sector, companies like Dajin Heavy Industry, Haili Wind Power, and Tian Shun Wind Energy are highlighted as potential beneficiaries [2] - For turbine manufacturers with sufficient orders, companies like Goldwind Technology, Yunda Co., and Sany Renewable Energy are suggested for attention [2]

Core Viewpoint - The stock of Taisheng Wind Power has shown a significant increase in price and trading volume, indicating positive market sentiment and potential growth in the wind energy sector. Group 1: Stock Performance - On December 24, Taisheng Wind Power's stock rose by 2.24%, reaching 8.69 yuan per share, with a trading volume of 81.20 million yuan and a turnover rate of 1.44%, resulting in a total market capitalization of 8.12 billion yuan [1] - Year-to-date, the stock price has increased by 24.32%, with a 1.52% rise over the last five trading days, 15.25% over the last 20 days, and 13.45% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Taisheng Wind Power achieved operating revenue of 3.70 billion yuan, representing a year-on-year growth of 25.53%, and a net profit attributable to shareholders of 217 million yuan, up 45.11% year-on-year [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] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Taisheng Wind Power was 44,800, a decrease of 11.66% from the previous period, while the average circulating shares per person increased by 16.36% to 14,828 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder with 10.09 million shares, marking a new entry, while the Southern CSI 1000 ETF holds 5.99 million shares, a decrease of 83,800 shares from the previous period [3]

证券日报网讯 12月23日，泰胜风能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。 （文章来源：证券日报） ...

证券日报网讯12月23日，泰胜风能（300129）在互动平台回答投资者提问时表示，公司积极推动商业航 天业务的开拓，目前正在开展火箭贮箱产线改造、团队搭建、专家引进、市场调研等前期工作，目前暂 未形成订单。公司未对2025年度相关业务设置收入目标或进行任何经营业绩的承诺，请投资者理性辨别 网络信息，注意投资风险。 ...

证券日报网讯 12月23日，泰胜风能在互动平台回答投资者提问时表示，公司控股股东广州凯得作为广 州开发区控股集团旗下优秀的科技投资、资本运营与产业协同平台，依托国资背景和科技投资方面的经 验，在商业航天领域为公司提供多方面的支持，包括战略规划协同、资金支持、行业资源对接、技术合 作联动、人才引进协助等，助力公司加速在商业航天领域的布局。 （文章来源：证券日报） ...

Core Viewpoint - The stock of Taisheng Wind Power has experienced fluctuations, with a recent decline of 2.08% and a year-to-date increase of 21.17%, indicating volatility in the market while showing overall growth in the long term [1]. Group 1: Stock Performance - As of December 23, Taisheng Wind Power's stock price is 8.47 yuan per share, with a market capitalization of 7.919 billion yuan [1]. - The stock has seen a net outflow of 30.74 million yuan in principal funds, with significant selling pressure from large orders [1]. - Over the past five trading days, the stock has decreased by 2.19%, while it has increased by 11.45% over the last 20 days and 10.43% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Taisheng Wind Power achieved a revenue of 3.703 billion yuan, representing a year-on-year growth of 25.53% [2]. - The net profit attributable to shareholders for the same period was 217 million yuan, reflecting a year-on-year increase of 45.11% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Taisheng Wind Power is 44,800, a decrease of 11.66% from the previous period [2]. - The average number of circulating shares per shareholder has increased by 16.36% to 14,828 shares [2]. - The company has distributed a total of 648 million yuan in dividends since its A-share listing, with 150 million yuan distributed in the last three years [3].

Core Viewpoint - The report highlights a decline in China's wind power generation in October 2025, with a year-on-year decrease of 11.9%, while the cumulative production from January to October 2025 shows a growth of 7.6% compared to the previous year [1]. Group 1: Industry Overview - In October 2025, China's wind power generation reached 73.3 billion kilowatt-hours, marking an 11.9% decrease year-on-year [1]. - The cumulative wind power generation from January to October 2025 totaled 841.67 billion kilowatt-hours, reflecting a 7.6% increase compared to the same period last year [1]. Group 2: Companies Involved - Listed companies in the wind power sector include Jinlun Technology (002202), Mingyang Smart Energy (601615), Yunda Co., Ltd. (300772), Shanghai Electric (601727), and others [1].