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 ...

证券代码：300129 证券简称：泰胜风能 公告编号：2026-002 泰胜风能集团股份有限公司 关于股东权益变动的提示性公告 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。 3．本次权益变动符合《上市公司收购管理办法》第六十三条规定的可免于发出要 约的情形，经公司 2024 年第一次临时股东大会审议同意，广州凯得免于以要约方式增 持公司股份。 一、 本次权益变动的基本情况 公司向特定对象发行股票相关事项已经公司于 2024 年 2 月 1 日召开的第五届董事 会第十三次会议、2024 年 12 月 2 日召开的第五届董事会第十八次会议、2024 年 12 月 13 日召开的第五届董事会第十九次会议、2024 年 3 月 18 日召开的 2024 年第一次 临时股东大会审议通过。公司于 2025 年 2 月 28 日召开第五届董事会第二十次会议， 并于 2025 年 3 月 17 日召开 2025 年第一次临时股东大会，将本次发行的股东大会决议 有效期及授权董事会全权办理发行有关事宜的有效期自原有期限届满之日起延长 12 个 月至 2026 年 3 月 17 ...

Group 1: Export Capacity and Client Structure - The company's total production capacity is approximately 1.1 million tons, with exportable capacity including: Yangzhou base 250,000 tons, Jinshan base 70,000 tons, and Blue Island base 200,000 tons [2] - Current export clients primarily include Goldwind International, Vestas, and Nordex [2] Group 2: Rocket Storage Tank Business Development - The company began research and technical preparation for the rocket storage tank business at the end of 2024, with the production base project officially initiated by the end of 2025 [2] - The production line for rocket storage tanks is designed for a capacity of 60 tanks, expected to commence production by mid-2026 [2] - The estimated value of a single storage tank ranges from 2.5 million to 5 million yuan, with a single rocket potentially requiring 2 to 6 tanks, thus the total value depends on client design [2] Group 3: Production Line and Equipment - The production line for rocket storage tanks requires new equipment due to significant differences in production processes compared to tower sections [2] - Most large equipment has been acquired, and no significant procurement bottlenecks have been encountered [2] Group 4: Profitability and Market Position - The company is currently unable to provide specific gross margin expectations for the storage tank products as the production line is still under construction [2] - There are no major differences in the manufacturing of reusable and disposable rockets in terms of storage tank production, primarily following client design requirements [2]

（文章来源：证券时报网） 数据宝统计，截至10:26，泰胜风能成交额24.94亿元，创上市以来新高。最新股价上涨12.58%，换手率 22.00%。上一交易日该股全天成交额为23.05亿元。（数据宝） ...

Group 1 - Wanhua Chemical's Yantai Industrial Park's ethylene unit has completed a technical upgrade and resumed production, achieving flexible feedstock switching between ethane and propane, enhancing competitiveness in the petrochemical industry [1] - United Water has won a long-term operation contract for municipal wastewater treatment in Saudi Arabia, with an estimated total investment of approximately 378 million RMB over a 15-year cooperation period [2] - Minsheng Health plans to invest 98 million RMB to establish a fund focused on the health industry, contributing 49% of the total fund size of 200 million RMB [3] Group 2 - Jialitu's shareholder, Anle Group, plans to reduce its stake by up to 3% of the company's total shares [4] - Laiyifen's controlling shareholder intends to reduce its stake by no more than 3% of the total shares [5] - Taifu Pump's actual controller's concerted action party plans to reduce its stake by up to 0.535% [7] Group 3 - Vanke A's executive vice president, Yu Liang, has resigned due to retirement [8] - Tian Sheng New Materials has suspended trading due to a potential change in control involving its largest shareholder [10] - Taisun Wind Power is in the early stages of business layout in the commercial aerospace sector [11] Group 4 - Lushin Investment holds only 0.89% equity in Blue Arrow Aerospace, indicating minimal impact on its financial status [12] - Huibo Pu's controlling shareholder is planning a change in control, leading to stock suspension [13] - Tubaobao's subsidiary is selling a stake in Daziran Home and acquiring specific equity for 4 billion RMB [14] Group 5 - Xingchen Technology plans to repurchase shares worth between 60 million and 120 million RMB for employee stock ownership plans [15] - Pulite expects no large-scale orders for its LCP film products in the brain-computer interface sector in the short term [16] - Rijiu Optoelectronics plans to raise up to 800 million RMB through a private placement for a functional film project [17] Group 6 - Yingqu Technology forecasts a net profit increase of 114.69% to 162.4% in 2025, with expected revenue growth of 13% to 18% [19] - Shanda Electric has won a project from Southern Power Grid worth approximately 13.43 million RMB [20] - Changhong Technology's subsidiary has secured over half of a major semiconductor customer's procurement share, amounting to over 10 million RMB [21] Group 7 - Pairui Co. has signed a framework agreement for bulk procurement of IGBT chips, with projected orders totaling approximately 1.74 billion RMB [22] - Aimeike has received a drug registration certificate for its exclusive distribution of injectable botulinum toxin products in China [23] - Quanyin High-Tech's stock will resume trading after a takeover offer from Zhongzhong Group, which now holds 40.51% of the company [24] Group 8 - Hailiang Co. has decided to suspend its investment in Jinlong Group due to significant external changes [25] - Quanxin Co. plans to issue convertible bonds to raise up to 312 million RMB for aviation communication projects [26] - Kangtai Bio's clinical trial application for a combined vaccine has been accepted by the National Medical Products Administration [27] Group 9 - Huaxia Happiness expects to report a net loss for 2025, with losses projected to exceed the previous year's audited net assets [28] - Xianju Pharmaceutical has received a drug registration certificate for Betamethasone Sodium Phosphate Injection [29] - Huaxia Happiness's controlling shareholder is involved in arbitration with a claim amount of approximately 6.4 billion RMB [30] Group 10 - Shaoneng Co. has launched its smart control center project, with an investment of 8.7 million RMB [31] - Jiangshun Technology is planning to establish an investment fund with professional institutions, with details still under discussion [32] - Beifang Changlong intends to acquire 51% of Shunyi Technology, which may constitute a major asset restructuring [33] Group 11 - Guoji Heavy Industry's revenue from "controlled nuclear fusion" products is currently negligible [34] - Hongrun Construction's shareholder plans to reduce its stake by up to 0.12% [35] - Puni Testing expects a net loss of 200 to 250 million RMB for 2025, although this represents an improvement from the previous year's loss [36] Group 12 - Kede Education's controlling shareholder is planning a change in control through a share transfer agreement [38] - Zhongwei Company’s major shareholder plans to reduce its stake by up to 2% [39] - Tongcheng New Materials is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [40] Group 13 - ST Jianyi's shareholder plans to reduce its stake by up to 1.23% [41]

商业航天概念持续走强，信科移动-U、巨力索具、中衡设计等涨停，邵阳液压、理工导航、泰胜风 能、春晖智控、金风科技等跟涨。 ...

Group 1 - Two major energy state-owned enterprises, China Petroleum & Chemical Corporation and China Aviation Oil Group, announced a merger approved by the State Council, aiming to leverage advantages in refining integration and aviation fuel supply systems to reduce costs and promote high-quality development of the industry [1] - Vanke A announced that Yu Liang, a representative figure in the real estate sector, has retired after 35 years with the company, holding 739,490 shares valued at over 36 million yuan as of January 8 [1] - Gold has officially surpassed U.S. Treasury bonds for the first time in 30 years, becoming the largest reserve asset globally, with a value of $3.93 trillion compared to $3.88 trillion for U.S. Treasury bonds [1] Group 2 - The Ministry of Commerce held a press conference addressing recent hot topics, including the evaluation of Meta's $2 billion acquisition of AI platform Manus, which must comply with Chinese laws and regulations [2] - The Ministry of Finance expressed confidence in China's economic stability and invited the London Stock Exchange Group to deepen cooperation [2] - The U.S. government is pushing a bill to strengthen sanctions against Russia, which may affect countries like China, India, and Brazil in purchasing cheap Russian oil [2] Group 3 - Guangzhou has introduced a plan to build a strong advanced manufacturing city, focusing on five strategic industries including AI, semiconductors, and new energy [3] - The A-share market saw a slight decline, with the Shanghai Composite Index down 0.07% and the Shenzhen Component Index down 0.51%, while the total market turnover reached 2.83 trillion yuan [3] - The Hong Kong stock market experienced a drop, with the Hang Seng Index down 1.17%, while the "first global large model stock" Zhiyuan surged over 13% on its debut [3] Group 4 - The margin financing balance in the A-share market reached a historical high of 2.6047 trillion yuan, marking a significant increase of approximately 248 billion yuan in a single day [4] - Ping An Life announced its fourth stake increase in China Merchants Bank H-shares, holding 20% of the total share capital [4] - HSBC and Hang Seng Bank announced the approval of HSBC's proposal to privatize Hang Seng Bank, with shares expected to be delisted on January 27 [4] Group 5 - Bawang Tea Princess is considering an IPO in Hong Kong, with preliminary discussions with investment banks for a potential fundraising of several hundred million dollars [5] - Major announcements from listed companies include Vanke A's announcement of Yu Liang's resignation due to retirement and Industrial Fulian's semi-annual dividend distribution of 6.55 billion yuan [6] Group 6 - The market regulatory authority has warned major polysilicon companies against monopolistic practices, emphasizing the need for compliance in capacity management and pricing [7] - The Ministry of Industry and Information Technology held a meeting addressing irrational competition in the battery industry, calling for better capacity management [7] - The Chinese automotive market is experiencing a promotional wave at the start of the year, with several companies offering discounts to counteract the impact of new taxes on electric vehicles [7]