Core Viewpoint - The company is actively promoting its commercial aerospace business, focusing on production line transformation, team building, expert recruitment, and market research, although it currently has no substantial orders [1] Group 1: Company Developments - The company has been engaged in preliminary work for its commercial aerospace business, including production line modifications and team development [1] - There is a close monitoring of the development trends in rocket recovery technology, which is still in the research and testing phase domestically [1] Group 2: Market Performance - On September 24, the company's stock rose by 0.52%, closing at 7.7 yuan per share, with a total market capitalization of 7.199 billion yuan [1]

Core Viewpoint - The company is actively promoting its commercial aerospace business but currently has no substantial orders [1] Group 1: Company Developments - The company is focusing on the development of rocket recovery technology, which is still in the research and testing phase domestically [1] - The company plans to closely monitor the trends in rocket recovery technology to continuously enhance its technical reserves [1]

Market Overview - The wind power equipment sector experienced a decline of 0.49% on September 22, with Xin Qiang Lian leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Notable gainers in the wind power equipment sector included Hengrun Co. (603985) with a closing price of 16.24, up 3.18%, and Changyou Technology (301557) at 78.05, up 2.59% [1] - Conversely, Xin Qiang Lian (300850) saw a significant decline of 3.12%, closing at 38.75 [2] Trading Volume and Capital Flow - The total trading volume for the wind power equipment sector indicated a net outflow of 306 million yuan from institutional investors, while retail investors saw a net inflow of 206 million yuan [2] - The trading data showed that major stocks like Daqian Heavy Industry (002487) and Hewei Electric (603063) had varying levels of net capital inflow and outflow [3] Individual Stock Analysis - Daqian Heavy Industry (002487) had a net inflow of 65.14 million yuan from major investors, while retail investors experienced a net outflow of 78.41 million yuan [3] - Hengrun Co. (603985) reported a net inflow of 9.48 million yuan from major investors, but a significant outflow of 35.53 million yuan from retail investors [3]

Core Viewpoint - 泰胜风能 is actively exploring zero-carbon business opportunities, particularly in wind farm development and operation, with plans to commence construction on new projects by 2026 [1] Company Overview - 泰胜风能 was established in 2001 and is headquartered in Shanghai, making it one of the oldest companies in China's wind power equipment manufacturing industry [1] - The company went public on the Shenzhen Stock Exchange's Growth Enterprise Market in 2010 [1] - Over the years, 泰胜风能 has developed into a globally influential manufacturer of onshore and offshore wind power equipment, as well as high-end marine engineering equipment, characterized by large-scale production, diversified product lines, and integrated services [1] Project Development - The company is advancing preliminary work on wind farm projects in regions such as Xinjiang, Guangxi, Heilongjiang, Inner Mongolia, and Shaanxi [1] - Construction of these projects is expected to begin in 2026 [1]

9月19日15:00 - 17:00，泰胜风能以网络形式召开业绩说明会，董事长黎伟涛、董事兼总裁邹涛、首席财 务官朱华、董事会秘书李鎔伊等接待了社会公众的调研。此次调研围绕公司风电场项目进展、海外市场 拓展、商业航天业务等多方面展开。 风电场项目与海外市场进展 泰胜风能积极探索风电场开发与运营等零碳业务，在新疆、广西、黑龙江、内蒙古、陕西等地推进风电 场项目前期工作，2026年有望开工建设。 海外业务是公司发展重点之一，产品覆盖40余个国家和地区。2025年，泰胜蓝岛基地携手重要客户承接 荷兰V236海上风电项目，该机组是全球领先的商业化风电机组之一，其塔架制造代表行业顶尖标准。 近期，泰胜扬州基地获批为维斯塔斯陆上塔筒合格供应商，为开拓欧洲市场奠定基础。 商业航天与海洋工程装备业务 在商业航天业务方面，公司虽一直积极推动，开展产线改造、团队搭建等前期工作，但截至目前尚未入 围航天科工二院备选供应商名单。 其他业务与财务相关问题 公司计划布局的高端生产基地覆盖管桩、导管架等海上风电产品，事项正在推进，如有重大进展将及时 披露。创新业务方面，坚持改革创新，投入高端智能制造研发与供应链能力提升。 在应对原材料价格 ...

证券代码：300129 泰胜风能集团股份有限公司-投资者关系活动记录 泰胜风能集团股份有限公司 投资者关系活动记录表 | 时间 | 地点 网络 2025 年 9 月 19 日 15:00 – 17:00 | | --- | --- | | 参与单位及 人员 | 社会公众 | | 活动类别 | □特定对象调研 □分析师会议 □媒体采访 ■业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（投资者电话交流会） | | 接待人员 | 董事长黎伟涛先生、董事兼总裁邹涛先生、首席财务官朱华先生、董事会秘书李鎔伊女士 | | | 1、公司风电场的项目有新进展吗？能具体讲一下吗？谢谢 | | | 公司积极探索风电场开发与运营等零碳业务，在新疆、广西、黑龙江、内蒙古、陕西等地区积 | | | 极推进风电场项目的前期工作，2026 年有望开工建设。谢谢关注。 | | | 2、请问公司海外市场有新进展吗？特别是欧洲市场有打开新篇章吗？ | | | 海外业务是公司业务发展的重点之一，公司产品覆盖 40 余个国家和地区。2025 年，公司泰胜 | | | 蓝岛基地携手重要客户，承接了具有里程碑意义的荷兰 V236 海上风电项目 ...

Group 1 - The company is actively promoting the development of its commercial aerospace business [1] - Initial efforts include production line transformation, team building, expert recruitment, and market research [1] - The product that is currently being advanced at a faster pace is the storage tank [1]

每经AI快讯，有投资者在投资者互动平台提问：请问火箭箭体结构、贮箱产品及火箭发射、回收设施 这4类产品中，推进速度较快的是哪块？推进较慢的是哪块？ （文章来源：每日经济新闻） 泰胜风能（300129.SZ）9月17日在投资者互动平台表示，公司正在积极推动商业航天业务的开拓，开展 产线改造、团队搭建、专家引进、市场调研等初步开拓工作，目前推进速度较快的产品是贮箱。 ...

Core Viewpoint - 泰胜风能's stock has shown a positive trend with a year-to-date increase of 10.01%, reflecting strong market interest and performance in the wind energy sector [1][2]. Financial Performance - For the first half of 2025, 泰胜风能 reported revenue of 2.299 billion yuan, marking a year-on-year growth of 38.83% [2]. - The company's net profit attributable to shareholders was 119 million yuan, which represents a year-on-year decrease of 8.08% [2]. Stock Market Activity - As of September 17, 泰胜风能's stock price was 7.69 yuan per share, with a market capitalization of 7.189 billion yuan [1]. - The stock experienced a trading volume of 1.07 billion yuan and a turnover rate of 2.18% [1]. - The net inflow of main funds was 4.9287 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, the number of 泰胜风能's shareholders increased to 50,700, up by 1.96% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 1.92% to 12,743 shares [2]. Dividend Distribution - Since its A-share listing, 泰胜风能 has distributed a total of 648 million yuan in dividends, with 150 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, 南方中证1000ETF was the fifth largest circulating shareholder, holding 6.0733 million shares, an increase of 1.1745 million shares from the previous period [3].

Investment Rating - The report maintains a "Strong Buy" rating for the wind power sector, indicating a positive outlook for the industry [5]. Core Insights - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration jointly issued a plan to stabilize growth in the power equipment industry for 2025-2026, aiming for a 6% annual revenue growth for traditional power equipment and steady growth for new energy equipment [3][12]. - The report highlights significant growth in wind power installations, with a 79.50% year-on-year increase in new installations from January to July 2025, totaling 53.67 GW [3][27]. - The average bidding price for offshore wind turbines has shown a downward trend, with an average of 3266.17 RMB/kW in 2023 [44]. Summary by Sections 1. Industry Dynamics - The report outlines the government's focus on high-quality development in the wind power sector, emphasizing the need for innovation and international collaboration [3][12]. - Key projects include the announcement of a 3GW offshore wind power project in Qingdao [3]. 2. Market Performance - The wind power equipment sector experienced a decline of 2.04% in the week of September 8-12, 2025, underperforming compared to the broader market indices [15][18]. - The TTM price-to-earnings ratio for the wind power equipment index is reported at 35.19, with a market-to-book ratio of 1.93 [7][15]. 3. Installation Data - As of July 2025, the cumulative installed capacity of wind power reached approximately 574.87 million kW, reflecting a year-on-year growth of 22.10% [27][28]. - The report notes that land-based wind power installations accounted for 48.90 GW in the first half of 2025, a 95.52% increase year-on-year [4][27]. 4. Investment Recommendations - The report recommends companies such as Goldwind Technology and Yunda Co., which are expected to benefit from the acceleration of domestic wind power construction and overseas market expansion [8]. - It highlights the importance of large megawatt products and new technologies in enhancing profitability and competitive advantage within the industry [8].