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 ...

泰胜风能回复：公司2024年度向特定对象发行股票事宜已取得中国证监会同意注册批复，该批复自同意 注册之日起12个月内有效，批复的主要内容之一为公司本次发行应严格按照报送深圳证券交易所的申报 文件和发行方案实施。控股股东将结合其战略规划择机推进发行事宜。感谢您的宝贵建议，我们会将您 的意见转达给公司管理层，谢谢关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 投资者提问：董秘你好！关于大股东定增资金迟迟不到位的问题，很多股东都在催问，不管你如何为大 股东解释和打圆场，都无法排除大家对大股东资金紧张的质疑。从公司缓慢的定增方案决策审批流程， 以及大股东在证监会审批后5个月仍未支付款项这两点都可以证明这一点。我的建议是：既然大股东资 金紧张，能否让他释放一半的定增股权出来给我们市场投资者？我相信那么低的定增价格是足够有吸引 力的，足以让广大市场资金来参与，请跟大股东协商。 证券之星消息，泰胜风能(300129)07月30日在投资者关系平台上答复投资者关心的问题。 ...

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]

Investment Rating - The report maintains a "Strong Buy" rating for the wind power sector, with specific stock recommendations including Jin Feng Technology and Yun Da Co., Ltd. [1][6] Core Insights - The wind power industry is experiencing significant growth, with a 134.21% year-on-year increase in new installations in the first five months of 2025, totaling 46.28 GW [1][27] - The report highlights the successful international expansion of domestic wind turbine manufacturers, with a 43% increase in wind turbine exports in Q1 2025 [2] - The report notes a decline in bidding prices for offshore wind turbines, with an average price of 3266.17 RMB/kW [2][49] Industry Dynamics - The Zhejiang Provincial Development and Reform Commission has issued guidelines for the transitional pricing policy for renewable energy, effective from June 1, 2025 [1][11] - The report tracks stock performance, noting that the wind power equipment index has a TTM P/E ratio of 32.89 and an MRQ P/B ratio of 1.64 [5][15] - The report indicates that the offshore wind power market is expected to grow significantly, driven by new technology and larger turbine sizes [6] Market Performance - The wind power equipment sector saw a price increase of 0.72% during the week of July 7-11, 2025, underperforming compared to the broader market indices [15][20] - The top-performing stocks in the wind power sector included Shangwei New Materials and Jushi Technology, with increases of 72.88% and 8.98%, respectively [22][24] Installation Data - As of May 2025, the cumulative installed capacity of wind power in China reached approximately 567.49 GW, with a year-on-year growth of 23.10% [27][36] - The report details that land-based wind power installations decreased by 7.90% year-on-year in Q1 2025, while offshore installations increased by 42.03% [2][27] Material Prices - The report notes fluctuations in raw material prices, with increases in rebar and scrap steel prices, while copper prices have decreased [39][50] - Specific prices include rebar at 3113 RMB/ton and scrap steel at 2190.60 RMB/ton, reflecting recent market trends [39][44] Tendering and Pricing Trends - A total of 1743.50 MW of wind turbine projects were tendered during the week, with 33 land-based projects totaling 3477.50 MW [49][51] - The report emphasizes the competitive nature of the bidding process, with several leading manufacturers participating [49][52]

Group 1 - The wind power equipment sector continues to decline, with Jixin Technology (601218) dropping nearly 10% [1] - Taisheng Wind Power (300129) has seen a decline of over 4% [1] - Other companies such as Dajin Heavy Industry (002487), Yunda Holdings (002120), and Jinlei Co., Ltd. (300443) also experienced declines [1]

证券代码：300129 证券简称：泰胜风能 公告编号：2025-037 泰胜风能集团股份有限公司 2024 年年度股东大会决议公告 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。 特别提示： 1. 本次股东大会未出现否决议案的情形。 2. 本次股东大会未涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开基本情况 1. 会议召开时间：泰胜风能集团股份有限公司（以下简称"公司"）2024 年年度股 东大会于 2025 年 6 月 30 日 14:30 召开；其网络投票时间为 2025 年 6 月 30 日，其中通 过深圳证券交易所交易系统进行网络投票的起止时间为 2025 年 6 月 30 日的交易时间， 即 9:15 – 9:25，9:30 – 11:30 和 13:00 – 15:00，通过深圳证券交易所互联网投票系统进行 投票的起止时间为 2025 年 6 月 30 日 9:15 – 15:00。 2. 会议召开地点：上海市金山区卫清东路 1988 号 402 会议室 3. 会议召开和投票方式：本次会议采取现场表决和网络投票相结合的方 ...

北京市嘉源律师事务所 关于泰胜风能集团股份有限公司 2024 年年度股东大会的 法律意见书 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 北京 BEIJING·上海 SHANGHAI·深圳 SHENZHEN·香港 HONG KONG·广州 GUANGZHOU·西安 XI'AN 致：泰胜风能集团股份有限公司 北京市嘉源律师事务所 关于泰胜风能集团股份有限公司 2024 年年度股东大会的 法律意见书 嘉源(2025)-04-497 北京市嘉源律师事务所（以下简称"本所"）接受泰胜风能集团股份有限公 司（以下简称"公司"）的委托，根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）等现行有效的法 律、行政法规、部门规章、规范性文件（以下简称"法律法规"）以及《泰胜风 能集团股份有限公司章程》（以下简称"《公司章程》"）的有关规定，指派本所律 师对公司 2024 年年度股东大会（以下简称"本次股东大会"）进行见证，并依法 出具本法律意见书。 为出具本法律意见书，本所指派律师现场见证了本次股东大会，查阅了公司 提供的与本次股东大会有关的文件和资料， ...