Group 1 - The Guangdong Provincial Government has issued policies to promote high-quality development in commercial aerospace from 2025 to 2028, focusing on encouraging enterprises to develop core technologies in reusable liquid rocket engines [1] - The provincial government will provide up to 50% matching funding support for national major science and technology projects that meet specific conditions, and will implement a 100% pre-tax deduction policy for corporate R&D expenditures [1] - Liquid fuel rockets are becoming the mainstream choice for the next generation of reusable rockets due to their adjustable thrust, strong restart capability, and high system adaptability [1] Group 2 - Guotai Junan Securities indicates that the current insufficient rocket capacity in China is a core bottleneck for low Earth orbit satellite networking, and developing reusable rockets and liquid fuel technologies is key to enhancing capacity [1] - It is estimated that by 2030, an average of 64 rockets per year will be needed to meet the planned networking requirements, with the rocket market expected to reach a scale of 100 billion by 2030 [1] - CITIC Securities points out that several large-capacity private liquid rockets, such as Zhuque-3 from Blue Arrow Aerospace and Tianlong-3 from Tianbing Technology, are set to make their maiden flights in the second half of 2025, marking a breakthrough in the commercialization of private liquid rockets [1] Group 3 - Srey New Materials has initiated the construction of a project for the industrialization of materials, parts, and components for liquid rocket engine thrust chambers [2] - Taisheng Wind Power's rocket storage tank is a key pressure vessel used for storing liquid rocket propellants, including fuel and oxidizers, and is one of the core components of launch vehicles [2]

通过天眼查大数据分析，泰胜风能集团股份有限公司共对外投资了27家企业，参与招投标项目196次， 知识产权方面有商标信息73条，专利信息124条，此外企业还拥有行政许可135个。 来源：金融界 泰胜风能最新一期业绩显示，截至2025一季报，公司营业总收入7.95亿元、同比增长21.01%，归属净利 润4510.38万元，同比减少17.47%，扣非净利润4320.04万元，同比减少16.06%，流动比率1.718、速动比 率1.197、资产负债率51.14%。 天眼查商业履历信息显示，泰胜风能集团股份有限公司，成立于2001年，位于上海市，是一家以从事铁 路、船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本93489.9232万人民币，实缴资本 32400万人民币。公司法定代表人为黎伟涛。 金融界消息 截至2025年8月14日收盘，泰胜风能（300129）报收于7.45元，下跌1.84%，换手率3.17%， 成交量21.08万手，成交金额1.58亿元。 资金流向方面，今日主力资金净流出3847.04万元，占比成交额24.33%。其中，超大单净流出1660.18万 元、占成交额10.5%，大单净流出218 ...

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 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 元；持股超过 1 年的，不需补缴税款。 三、权益分派日期 本次权益分派股权登记日为 2025 年 8 月 19 日，除权除息日为 2025 年 8 月 20 日。 四、权益分派对象 本次分派对象为：截止 2025 年 8 月 19 日下午深圳证券交易所收市后，在中国证 券登记结算有限责任公司深圳分公司（以下简称"中国结算深圳分公司"）登记在册的 公司全体股东。 未分配利润结转下一年度。 个月。 二、本次实施的利润分配方案 向全体股东每 10 股派 0.600000 元人民币现金（含税；扣税后，通过深股通持有股份 的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证券投资基金每 10 股 ...

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]