Core Viewpoint - The company has announced its profit distribution plan for the fiscal year 2024, which includes a cash dividend to shareholders [1][2]. Summary by Sections Profit Distribution Plan - The profit distribution plan was approved at the shareholders' meeting held on June 30, 2025, with undistributed profits carried forward to the next year [1]. - A cash dividend of 0.600000 RMB per 10 shares will be distributed to all shareholders, with specific tax treatments for different categories of investors [1]. Tax Implications - For investors holding shares for different durations, the tax implications vary: - For shares held for 1 month or less, a tax of 0.120000 RMB per 10 shares is applicable - For shares held between 1 month and 1 year, a tax of 0.060000 RMB per 10 shares is applicable - No tax is required for shares held for over 1 year [2]. Key Dates - The record date for the distribution is set for August 19, 2025, and the ex-dividend date is August 20, 2025 [2]. Distribution Recipients - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [2]. Adjustments to Issuance Parameters - Following the profit distribution, adjustments will be made to the issuance price and total fundraising amount for the company's specific stock issuance plan, with timely disclosures to follow [2].

证券代码：300129 证券简称：泰胜风能 公告编号：2025-038 泰胜风能集团股份有限公司 2024 年年度权益分派实施公告 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。 泰胜风能集团股份有限公司（以下简称"公司"）2024 年年度利润分配方案已获 2025 年 6 月 30 日召开的 2024 年年度股东大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案的情况 1．公司 2024 年年度股东大会审议通过的利润分配方案为：以公司现有总股本 934,899,232 股为基数，向全体股东每 10 股派发现金股利人民币 0.60 元（含税），剩余 未分配利润结转下一年度。 2．自分配方案披露至实施期间公司股本总额未发生变化。 3．本次实施的分配方案与股东大会审议通过的分配方案一致。 4．本次权益分派距离 2024 年年度股东大会审议通过利润分配方案的时间未超过两 个月。 二、本次实施的利润分配方案 1．公司 2024 年年度权益分派方案为：以公司现有总股本 934,899,232 股为基数， 向全体股东每 10 股派 0.600000 ...

Core Insights - The stock price of Taisheng Wind Power (300129) closed at 7.7 yuan, up 2.12% as of August 11, 2025, with a trading volume of 388,700 lots and a transaction amount of 297 million yuan [1] - The company reported a total operating revenue of 795 million yuan for Q1 2025, representing a year-on-year growth of 21.01%, while net profit attributable to shareholders decreased by 17.47% to 45.1 million yuan [1] Financial Performance - Total operating revenue for Q1 2025: 795 million yuan, up 21.01% year-on-year [1] - Net profit attributable to shareholders: 45.1 million yuan, down 17.47% year-on-year [1] - Non-recurring net profit: 43.2 million yuan, down 16.06% year-on-year [1] - Current ratio: 1.718 [1] - Quick ratio: 1.197 [1] - Debt-to-asset ratio: 51.14% [1] Market Activity - Main capital inflow: 28.79 million yuan, accounting for 9.69% of transaction volume [1] - Large single net inflow: 14.5 million yuan, accounting for 4.88% of transaction volume [1] - Large order net inflow: 14.3 million yuan, accounting for 4.81% of transaction volume [1] - Medium order net outflow: 9.18 million yuan, accounting for 3.09% of transaction volume [1] - Small order net outflow: 19.62 million yuan, accounting for 6.6% of transaction volume [1] Company Overview - Taisheng Wind Power Group Co., Ltd. was established in 2001 and is located in Shanghai [2] - The company primarily engages in the manufacturing of railway, shipping, aerospace, and other transportation equipment [2] - Registered capital: 934.9 million yuan; paid-in capital: 324 million yuan [1] - Legal representative: Li Weitao [1] Investment and Intellectual Property - The company has invested in 27 enterprises and participated in 196 bidding projects [2] - Intellectual property includes 73 trademark registrations and 124 patents [2] - The company holds 135 administrative licenses [2]

Group 1 - The stock price of Taisheng Wind Power reached 7.54 yuan as of August 8, 2025, with an increase of 1.75% compared to the previous trading day [1] - The opening price on the same day was 7.40 yuan, with a highest point of 7.69 yuan and a lowest point of 7.37 yuan, resulting in a trading volume of 513,531 hands and a transaction amount of 390 million yuan [1] - Taisheng Wind Power specializes in the manufacturing of wind power equipment, including onshore and offshore wind tower structures, and is listed on the ChiNext board with its registered location in Shanghai [1] Group 2 - On August 8, the net outflow of main funds was 21.36 million yuan, accounting for 0.43% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 12.79 million yuan, representing 0.26% of the circulating market value [1]

Group 1 - Wind power equipment experienced significant price increases, with Electric Wind Power reaching a new high during trading [1] - Feiwo Technology saw a 20% limit-up increase, indicating strong market interest [1] - Other companies such as Yunda Co., China Shipbuilding Technology, Zhenjiang Co., Taisheng Wind Energy, and Tianneng Heavy Industry also experienced upward movement in their stock prices [1]

Investment Rating - The report maintains a "Buy" rating for several companies including Jin Feng Technology, Daikin Heavy Industries, and Yun Da Co., while recommending "Hold" for others like Tai Sheng Wind Energy and Jin Lei Co. [1][4] Core Insights - The report highlights a significant increase in offshore wind power grid connections, with a year-on-year growth of 200% in the first half of 2025, indicating a positive trend in the industry [2][3][4] - The National Development and Reform Commission emphasizes the need to eliminate "involution" competition and promote reforms in the bidding system, which is expected to stabilize and potentially increase wind turbine prices [2][4] - The report notes that the wind power sector is experiencing accelerated construction and a strong demand for large-scale products, which is expected to enhance profitability for key players [4][7] Industry Dynamics - The report outlines that in the first half of 2025, the total installed capacity of wind power reached 572.60 million kW, with a year-on-year increase of 22.70% [25][30] - The total new installed capacity for wind power in the first half of 2025 was 51.39 GW, representing a 98.88% increase compared to the same period in 2024 [25][28] - The average bidding price for offshore wind turbines has shown a downward trend, currently averaging 3266.17 yuan/kW [3][53] Market Performance - The wind power equipment index reported a TTM price-to-earnings ratio of 33.17 and a market-to-book ratio of 1.69 [14][21] - The wind power equipment sector outperformed the broader market, with a weekly increase of 1.86%, ranking 12th among 124 sub-sectors [14][17] Company Performance - Key companies such as Jin Feng Technology and Yun Da Co. are highlighted for their strong market positions and expected benefits from the ongoing industry trends [4][7] - The report identifies specific companies for investment based on their market advantages and growth potential, including Daikin Heavy Industries and Tai Sheng Wind Energy [7]

金融界7月30日消息，有投资者在互动平台向泰胜风能提问：董秘你好！贵公司有些事情很令人费解： 1，大股东广东凯得的定增资金已经将近半年了未到位，虽然在证监会批复后12个月内到位都算合规合 法，但这跟大多数公司大股东在定增获批后资金急速到账形成较大反差，毕竟时间就是金钱，效率就是 生命；2，贵司去年的分红至今也未发放。请问：大股东和贵司现在是否都面临资金紧张的局面，或者 遇到较大资金缺口的问题？请董秘正面如实回复，以解除广大投资者的质疑和疑虑。谢谢！ 公司回答表示：公司已于2025年6月30日召开2024年年度股东大会，审议通过2024年度利润分配方案， 公司将在2个月内完成利润分配实施。公司经营正常，不存在资金紧张的局面。根据公开平台披露的 《广州凯得投资控股有限公司2025年第一季度报告》，公司控股股东广州凯得不存在财务状况不佳或资 金不足的情况。谢谢关注。 来源：金融界 ...

Core Viewpoint - The company is addressing investor concerns regarding the delayed capital injection from its major shareholder, which has raised questions about the shareholder's financial stability [1] Group 1: Company Response - The company has received approval from the China Securities Regulatory Commission (CSRC) for its 2024 stock issuance to specific investors, which is valid for 12 months from the date of approval [1] - The major shareholder will proceed with the issuance based on its strategic planning and timing [1] - The company appreciates investor suggestions and will communicate these to its management team [1]

Investment Rating - The report maintains a "Buy" rating for several companies in the wind power sector, including Jin Feng Technology, Daikin Heavy Industries, and Yunda Co., Ltd. [1][4] Core Insights - The wind power sector has seen significant growth, with 51.39 GW of new wind power installations in the first half of 2025, representing a year-on-year increase of 98.88% compared to the same period in 2024 [2][27]. - The report highlights the rising prices of key raw materials, including medium-thick plates, rebar, and casting pig iron, which may impact overall costs in the industry [2][37]. - The report notes a shift in the market dynamics with the introduction of new pricing mechanisms for renewable energy in Liaoning Province, which could influence future project developments [2][13]. Summary by Sections 1. Industry Dynamics - Liaoning Province has released proposals for market-oriented pricing reforms for renewable energy, which include a mechanism price of 0.3749 yuan/kWh for existing projects [2][13]. - The wind power sector has experienced fluctuations in stock performance, with notable gains from companies like Shangwei New Materials and Electric Wind Power, while Jin Feng Technology and others faced declines [2][20]. 2. Wind Power Market Review - The wind power equipment index has a TTM price-to-earnings ratio of 32.75 and a market-to-book ratio of 1.67 [3][17]. - The report indicates that the wind power equipment sector underperformed compared to the broader market indices, with a weekly increase of only 1.24% [3][17]. 3. Macro Data and Wind Power Industry Tracking - The GDP for the first half of 2025 was reported at 66.05 trillion yuan, reflecting a growth of 5.3% year-on-year [3][28]. - The total electricity consumption in the first half of 2025 was 48,418 billion kWh, marking a 3.7% increase from the previous year [3][25]. 4. Investment Recommendations - The report suggests that with the acceleration of wind power construction in coastal provinces, the sector is expected to outperform the broader market [4].

Investment Rating - The report maintains a "Buy" rating for companies such as Jin Feng Technology, Daikin Heavy Industries, and Yun Da Co., while recommending "Hold" for companies like Tai Sheng Wind Energy and Jin Lei Co. [1][1][1] Core Insights - The report highlights the acceleration of wind power construction in coastal provinces, driven by the release of key project lists and favorable regulations [3][6][6] - The report notes significant growth in wind power installations, with a 134.21% year-on-year increase in new installations from January to May 2025, totaling 46.28 GW [1][24][24] - The report emphasizes the positive impact of new regulations in the UK and ongoing projects in China, which are expected to boost the wind power sector [6][10][10] Industry Dynamics - The Hainan Power Trading Center has released draft guidelines for the sustainable development pricing mechanism for new energy projects, applicable to projects commissioned after June 1, 2025 [1][10][10] - The report tracks stock performance, noting that companies like Shangwei New Materials and Zhongji United have seen significant stock price increases, while others like Guoda Special Materials have experienced declines [1][18][21] Market Performance - The wind power equipment index has a TTM price-to-earnings ratio of 32.59 and a market-to-book ratio of 1.64, indicating a stable valuation environment [2][20][20] - The report indicates that the wind power equipment sector underperformed compared to the broader market, with a decline of 0.54% in the wind power equipment index [2][13][13] Installation Data - As of May 2025, the cumulative installed capacity of wind power in China reached approximately 567.49 million kW, reflecting a year-on-year growth of 23.10% [24][30][30] - The report details that the first quarter of 2025 saw 13.64 GW of new land-based wind power installations, a decrease of 7.90%, while offshore installations increased by 42.03% to 0.98 GW [24][28][28] Material Prices - The report notes fluctuations in raw material prices, with increases in medium-thick plates and rebar, while prices for copper and aluminum have decreased [33][37][37]