Core Viewpoint - The controlling shareholder of Taisheng Wind Power has completed a private placement, raising 1.176 billion yuan to enhance liquidity and solidify its controlling position in the company [2][3][5]. Group 1: Private Placement Details - Taisheng Wind Power announced that its controlling shareholder, Guangzhou Kaide Investment Holdings, fully subscribed to 174 million shares at a price of 6.76 yuan per share, raising a total of 1.176 billion yuan [3][4]. - Following the private placement, Guangzhou Kaide's shareholding increased from 26.93% to 38.39%, further consolidating its control over the company [3][5]. - The funds raised will be used entirely to supplement the company's working capital, with the net amount from the placement being 1.169 billion yuan [5]. Group 2: Stock Performance - Taisheng Wind Power's stock price surged by 46.85% from January 5 to January 9, rising from 10.46 yuan to 15.36 yuan per share, coinciding with the commercial aerospace concept trend [2][6]. - The company is actively developing its rocket storage tank business, with plans to establish a production base by the end of 2025 [6][7]. Group 3: Financial Performance - For the first three quarters of 2025, Taisheng Wind Power reported a revenue of 3.703 billion yuan, a year-on-year increase of 25.53%, and a net profit attributable to shareholders of 217 million yuan, up 45.11% [7]. - The company has a total of 4.769 billion yuan in executed and pending orders, with significant contributions from both onshore and offshore wind power equipment [7].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The commercial aerospace sector is experiencing robust growth driven by policy support, indicating a critical turning point in commercialization. Satellite frequency and orbital resources are scarce strategic assets globally, with developed countries like the US leveraging early investments and SpaceX's advantages to secure significant frequency resources. China has recognized commercial aerospace as a vital strategic area, intensifying policy support to accelerate satellite network deployment [3][8] - Solar photovoltaic (PV) technology is the primary long-term energy source for satellites, with current applications focused on communication satellites. The global solar PV market is projected to reach between 80 billion to 120 billion yuan, assuming the price of gallium arsenide batteries is approximately 200,000 yuan per square meter and an annual launch of 4,000 to 6,000 satellites, each with solar wings of 100 square meters. Elon Musk's plan to deploy 100GW of computing power annually by 2030 could transition space PV from "satellite auxiliary power" to "large-scale energy infrastructure," potentially expanding the market from a hundred billion to a trillion yuan scale [4][8][9] Summary by Sections Section 1: Electric New Energy - The solar PV market is set to expand significantly, driven by the unique energy demands of satellites and large-scale space data centers. The technology is evolving from multi-junction gallium arsenide to P-type HJT and perovskite/silicon tandem cells, which are better suited for the harsh conditions of space. P-type HJT batteries offer advantages such as radiation resistance, lightweight, high efficiency, and cost-effectiveness, making them ideal for space applications [9] - The market for HJT technology is expected to grow as it moves away from competitive pressures in the terrestrial PV market, positioning it as a mainstream technology globally [9][10] Section 2: Investment Recommendations - Key companies recommended for investment include Maiwei Co., Jin Feng Technology (H), and Zhongji Anruike. Companies related to equipment such as Jiejia Weichuang and Aotewei are suggested for attention, along with battery and module companies like Dongfang Risheng, Junda Co., Jinko Solar, Trina Solar, and Mingyang Smart Energy. Other companies in the commercial aerospace supply chain include Jin Feng Technology (A), Jiufeng Energy, Xinle Energy, Guoci Materials, Jing Shan Light Machine, Saiwu Technology, Jinjing Technology, and Taisheng Wind Energy [10]

Group 1 - On January 10, a total of 5 companies in the A-share market announced related plans for private placements [1] - Among these, 2 companies disclosed new private placement proposals, 1 proposal was approved by the shareholders' meeting, and 1 proposal was approved by the exchange [1] - The highest proposed fundraising amounts were from Tongfu Microelectronics and Meilan New Materials, with plans to raise no more than 4.4 billion and 1.0 billion respectively [1] Group 2 - Since the beginning of the year, 5 companies have announced completed private placement plans, with 3 companies raising over 1.0 billion [1] - The companies with the highest fundraising amounts were Shuneng Electric, Shenzhen Sanda A, and Taisheng Wind Energy, raising a total of 1.649 billion, 1.2 billion, and 1.176 billion respectively [1]

Group 1 - The core point of the news is that Guangzhou Kaide Investment Holding Co., Ltd. has increased its stake in Taisheng Wind Power by subscribing to a private placement of shares, raising its ownership to 38.39% [2] - Before the issuance, Guangzhou Kaide held 251 million shares, accounting for 26.93% of Taisheng Wind Power's total shares prior to the issuance [2] - The private placement involved issuing 174 million shares at a price of 6.76 yuan per share, fully subscribed by Guangzhou Kaide, increasing its total shares to 426 million [2] Group 2 - The total share capital of Taisheng Wind Power will increase from 935 million shares to 1.109 billion shares after the completion of the new share registration [2] - The net proceeds from this issuance amount to 1.169 billion yuan, which will be used to supplement working capital [3] - As of the end of the third quarter of this year, Taisheng Wind Power reported revenues of 3.703 billion yuan and a net profit attributable to shareholders of 217 million yuan [3]

北京市朝阳区建外大街丁 12 号英皇集团中心 8 层 8/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel.:010-50867666 传真/Fax:010-56196450 网址/Website:www.kangdalawyers.com 关于《泰胜风能集团股份有限公司收购报告书》的 法律意见书 康达（广州）股发字【2025】第 0010 号 二〇二六年一月 1 | | | | 十一、结论意见 25 | | --- | 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 南昌 北京市康达（广州）律师事务所 法律意见书 释 义 除非另有说明，本法律意见书中相关词语具有以下特定含义： | 本次发行、本次向特 | 指 | 泰胜风能 年度向特定对象发行股票的行为 2024 | | --- | --- | --- | | 定对象发行 | | | | | | 广州凯得认购泰 ...

泰胜风能集团股份有限公司 收购报告书 住所、通讯地址：广州市黄埔区科学大道 60 号 2601、2604-2608 单元 上市公司名称：泰胜风能集团股份有限公司 股票上市地点：深圳证券交易所 股票简称：泰胜风能 股票代码：300129 收购人：广州凯得投资控股有限公司 股份变动性质：增加 签署日期：二〇二六年一月 收购人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系收购人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准 则第 16 号——上市公司收购报告书》及其他相关法律、法规及部门规章的有关 规定编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》及《公开发 行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》的规 定，本报告书已全面披露了收购人在上市公司拥有的权益情况。截至本报告书签 署日，除本报告书披露的持股信息外，上述收购人没有通过任何其他方式在上市 公司拥有权益。 三、收购人签署本报告书已获得必要的授权和批准，其履行亦不违反收购人 章程或内部规则中的任何条款， ...

1 （本页无正文，为《泰胜风能集团股份有限公司 2024 年度向特定对象发行股票 并在创业板上市董事和高级管理人员持股情况变动的报告》之盖章页） 泰胜风能集团股份有限公司 2026 年 1 月 8 日 泰胜风能集团股份有限公司 2024 年度向特定对象发行股票并在创业板上市 董事和高级管理人员持股情况变动的报告 经中国证券监督管理委员会《关于同意上海泰胜风能装备股份有限公司向特 定对象发行股票注册的批复》（证监许可〔2025〕226 号）同意，泰胜风能集团 股份有限公司（以下简称"公司"）本次向广州凯得投资控股有限公司发行人民 币 普 通 股 股 票 173,954,013 股 ， 公 司 的 总 股 本 由 934,899,232 股 增 加 至 1,108,853,245 股。 公司董事和高级管理人员未参与此次认购，本次发行前后，公司董事和高级 管理人员持股数量未发生变化。 （以下无正文） 2 ...

证券代码：300129 证券简称：泰胜风能 泰胜风能集团股份有限公司 2024 年度向特定对象发行股票并在创业 板上市 上市公告书 联合保荐人（联席主承销商） 公告日期：二〇二六年一月 董事： 黎伟涛 邹涛 唐庆荣 廖子华 李海锋 杨林武 陈辉 泰胜风能集团股份有限公司 年 月 日 发行人全体董事声明 本公司全体董事承诺本上市公告书不存在虚假记载、误导性陈述或重大遗 漏，并对其真实性、准确性、完整性承担相应的法律责任。 1 2 特别提示 一、发行股票数量及价格 （一）发行数量：173,954,013 股 （二）发行价格：6.76 元/股 （三）募集资金总额：人民币 1,175,929,127.88 元 （四）募集资金净额：人民币 1,169,259,802.10 元 二、新增股票上市安排 1、股票上市数量：173,954,013 股 2、股票上市时间：2026 年 1 月 15 日（上市首日），新增股份上市日公司 股价不除权，股票交易设涨跌幅限制。 三、发行认购情况及限售期安排 根据中国证监会、深圳证券交易所的有关规定，本次向特定对象发行的股份， 自发行结束并上市之日起三十六个月内不得转让，自 2026 年 ...

华泰联合证券有限责任公司 关于 泰胜风能集团股份有限公司 2024 年度向特定对象发行股票并在创业板上市 之 上市保荐书 保荐人（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 二〇二六年一月 上市保荐书 华泰联合证券有限责任公司 关于泰胜风能集团股份有限公司 2024 年度向特定对象发行股票并在创业板上市 之 上市保荐书 （一）发行人概况 上市保荐书 | 办公地址： | 上海市徐汇区龙耀路175号星扬西岸中心40楼 | | --- | --- | | 联系电话： | 021-57243692 | | 联系传真： | 021-57243692 | | 公司网站： | http://www.shtsp.com | | 统一社会信用代码： | 9131000070327821X9 | | | 新能源原动设备制造；新能源原动设备销售；金属结构制造；金属 | | | 结构销售；陆上风力发电机组销售；发电机及发电机组制造；海上 | | | 风力发电机组销售；风力发电机组及零部件销售；海上风电相关装 | | | 备销售；海洋工程装备制造；海洋工程装备销售；海洋工程平台装 | | ...

泰胜风能集团股份有限公司 收购报告书摘要 上市公司名称：泰胜风能集团股份有限公司 股票上市地点：深圳证券交易所 股票简称：泰胜风能 股票代码：300129 收购人：广州凯得投资控股有限公司 住所、通讯地址：广州市黄埔区科学大道 60 号 2601、2604-2608 单元 股份变动性质：增加 签署日期：二〇二六年一月 收购人声明 本部分所述词语或简称与本摘要"释义"所述词语或简称具有相同含义。 一、本摘要系收购人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第 16 号——上市公司收购报告书》及其他相关法律、法规及部门规章的有关规 定编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》及《公开发 行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》的规 定，本摘要已全面披露了收购人在上市公司拥有的权益情况。截至本摘要签署日， 除本摘要披露的持股信息外，上述收购人没有通过任何其他方式在上市公司拥有 权益。 三、收购人签署本报告书摘要已获得必要的授权和批准，其履行亦不违反收 购人章程或内部规则中的任何条款，或 ...