资料显示，金雷科技股份公司位于山东省济南市钢城区双元大街18号，成立日期2006年3月24日，上市 日期2015年4月22日，公司主营业务涉及研发、生产和销售风力发电机主轴及各类大型铸锻件。主营业 务收入构成为：风电轴类(含锻造和铸造)67.80%，其他精密轴类14.19%，装配业务10.71%，其他 7.30%。 11月18日，金雷股份盘中下跌2.01%，截至09:59，报26.32元/股，成交6016.16万元，换手率0.93%，总 市值84.26亿元。 资金流向方面，主力资金净流出259.45万元，特大单买入142.63万元，占比2.37%，卖出345.19万元，占 比5.74%；大单买入599.64万元，占比9.97%，卖出656.52万元，占比10.91%。 金雷股份今年以来股价涨33.27%，近5个交易日跌7.81%，近20日跌4.46%，近60日涨4.24%。 分红方面，金雷股份A股上市后累计派现5.06亿元。近三年，累计派现2.10亿元。 机构持仓方面，截止2025年9月30日，金雷股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股425.02万股，相比上期增加109.37万股 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月18日，中证1000增强ETF（561590）开盘跌0.23%，报1.327元。中证1000增强ETF（561590）重仓 股方面，聚辰股份开盘跌0.90%，经纬恒润跌1.05%，大金重工涨0.87%，安集科技跌0.87%，中熔电气 跌0.38%，虹软科技跌0.11%，炬芯科技跌1.06%，华峰测控涨0.97%，金雷股份跌0.56%，香农芯创跌 1.13%。 来源：新浪基金∞工作室 中证1000增强ETF（561590）业绩比较基准为中证1000指数收益率，管理人为华泰柏瑞基金管理有限公 司，基金经理为笪篁、柳军，成立（2022-11-23）以来回报为33.02%，近一个月回报为2.02%。 ...

南财投研通数据显示，11月17日，券商给予上市公司目标价共13次，按最新收盘价计算，目标价涨幅排名 居前的公司有康冠科技、科德数控、鸿路钢构，目标价涨幅分别为44.60%、43.03%、37.73%，分别属于 光学光电子、通用设备、专业工程行业。 评级调低方面，11月17日，券商调低上市公司评级达到1家次，最新数据包括了华创证券对鸿路钢构的评 级从"强推"调低至"推荐"。 首次覆盖方面，11月17日券商共给出了7次首次覆盖，其中皖能电力获得招商证券给予"增持"评级，恒银 科技获得中邮证券给予"增持"评级，金雷股份获得长城证券给予"买入"评级，昭衍新药获得兴业证券给 予"增持"评级，威胜信息获得东兴证券给予"推荐"评级。 | 7家最新被首次覆盖的公司 | | | | | --- | --- | --- | --- | | 证券代码 证券名称 | 机构 | 最新评级 | 行业 | | 000543 皖能电力 | 招商证券 | 增持 | 电力 | | 603106 恒银科技 | 中邮证券 | 増持 | 计算机设备 | | 300443 金雷股份 | 长城证券 | 买入 | 风电设备 | | 603127 昭衍新药 ...

评级调低方面，11月17日，券商调低上市公司评级达到1家次，最新数据包括了华创证券对鸿路钢构的评 级从"强推"调低至"推荐"。 南财投研通数据显示，11月17日，券商给予上市公司目标价共13次，按最新收盘价计算，目标价涨幅排名 居前的公司有康冠科技、科德数控、鸿路钢构，目标价涨幅分别为44.60%、43.03%、37.73%，分别属于 光学光电子、通用设备、专业工程行业。 | 证券代码 证券名称 | | 机构 | 最新评级 | 最高目标价 目标涨幅 | | | --- | --- | --- | --- | --- | --- | | | | | | (元) | (%) | | 001308 | 康冠科技 | 中信证券 | 买入 | 32.00 | 44.60 | | 688305 | 科德数控 | 国泰海通证券 | 增持 | 86.95 | 43.03 | | 002541 | 鸿路钢构 | 华创证券 | 推荐 | 24.42 | 37.73 | | 688981 | 中芯国际 | 华创证券 | 强推 | 159.30 | 35.42 | | 600028 | 中国石化 | 华泰证券 | 买入 | 7.60 ...

Market Overview - The wind power equipment sector experienced a decline of 0.66% on November 14, with Delijia leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Changyou Technology (301557) saw a significant increase of 7.78%, closing at 110.80 with a trading volume of 16,700 lots and a transaction value of 182 million [1] - Pangu Intelligent (301456) rose by 4.20%, closing at 31.50 with a trading volume of 74,300 lots and a transaction value of 229 million [1] - Other notable performers included Hongde Co. (301163) with a 1.30% increase and Zhonghuan Hailu (301040) with a 0.84% increase [1] Declining Stocks - Delijia (603092) led the decline with a drop of 4.92%, closing at 62.48 with a trading volume of 73,200 lots and a transaction value of 46.4 million [2] - Other stocks that declined included Weili Transmission (300904) down 2.36% and Mingyang Smart Energy (601615) down 2.03% [2] Capital Flow - The wind power equipment sector saw a net outflow of 157 million from institutional investors, while retail investors contributed a net inflow of 36.27 million [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed some interest [2] Individual Stock Capital Flow - Hewei Electric (603063) had a net inflow of 89.62 million from institutional investors, but a net outflow of 72.91 million from retail investors [3] - Pangu Intelligent (301456) experienced a net inflow of 14.43 million from institutional investors, while retail investors showed a net outflow of 1.33 million [3] - Overall, the capital flow data reflects varying levels of investor confidence across different stocks within the sector [3]

证券之星消息，11月13日风电设备板块较上一交易日上涨1.17%，禾望电气领涨。当日上证指数报收于 4029.5，上涨0.73%。深证成指报收于13476.52，上涨1.78%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603063 | 禾望电气 | 32.17 | 5.23% | 46.62万 | | 14.84亿 | | 301557 | 常友科技 | 102.80 | 4.44% | 1.10万 | | + 1.11亿 | | 601218 | 吉鑫科技 | 5.99 | 2.74% | 133.48万 | | 8.01亿 | | 002202 | 金风科技 | 15.35 | 2.47% | 89.84万 | | 13.75亿 | | 002531 | 天顺风能 | 7.42 | 1.50% | 28.12万 | | 2.09亿 | | 002487 | 大全車工 | 46.04 | 1.39% | 12.63万 | | 5.82亿 | ...

金雷股份（300443.SZ）11月11日在投资者互动平台表示，尊敬的投资者，您好！非常感谢您对公司的 关注，公司信息披露荣誉的获得离不开像您一样关心公司的广大投资者的支持。目前公司海上风电核心 部件数字化制造项目正处于产能爬坡阶段，受益于海上风电装机放量，该项目的产能利用率将进一步释 放。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：贵司上市后2016年度起至今连续9年蝉联深交所信息披 露A类评级。"十五五"国内风电装机目标上修，叠加海风出口增量，风电设备市场大幅提升，请贵司结 合近三年公司投产项目情况，谈谈目前产能情况和2026年产能利用率趋势。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司目前风电轴类设备涉及海风相关收入比重多 少？公司海上风电核心部件数字化制造项目产能2025年度预计多少？根据目前订单趋势，预计2026年度 能否满产？ 金雷股份（300443.SZ）11月11日在投资者互动平台表示，公司海上风电核心部件数字化制造项目目前 处于产能爬坡阶段，2025年大概释放8~10万吨产能。该项目主要针对海上大型风电铸件产品，随着海 上风电装机放量，公司海上风电轴类产品收入占比将不断增加。 （文章来源：每日经济新闻） ...

Investment Rating - The investment rating for the company is "Buy" and the rating change is maintained [1][10] Core Insights - The company has shown significant growth in its financial performance, with a revenue increase of 61.35% year-on-year in the first three quarters of 2025, reaching 2.12 billion yuan, and a net profit increase of 104.59%, amounting to 305 million yuan [6][7] - The demand for wind power products, particularly cast main shafts, is robust, contributing to the company's performance [6] - The company is actively preparing for increased order deliveries, as indicated by a substantial rise in contract liabilities and prepayments [6] Financial Performance Summary - Revenue projections for the company are as follows: 2023A: 1.946 billion yuan, 2024A: 1.967 billion yuan, 2025E: 2.950 billion yuan, 2026E: 3.850 billion yuan, 2027E: 4.600 billion yuan [6][8] - Net profit forecasts are: 2023A: 412 million yuan, 2024A: 173 million yuan, 2025E: 436 million yuan, 2026E: 598 million yuan, 2027E: 709 million yuan [6][8] - Earnings per share (EPS) are projected to be: 2023A: 1.29 yuan, 2024A: 0.54 yuan, 2025E: 1.36 yuan, 2026E: 1.87 yuan, 2027E: 2.22 yuan [6][8] - The company maintains a healthy gross margin of 24.63% and a net margin of 14.41% in the first three quarters of 2025 [6] Market Position and Valuation - The company is positioned as a leader in the wind power equipment sector, with a strong competitive landscape for large megawatt cast main shafts [6] - The target price for the company's stock is set between 28.01 yuan and 37.34 yuan, based on a price-to-earnings (P/E) ratio of 15-20 times for 2026 [7]

Core Viewpoint - Jinlei Co., Ltd. has shown significant growth in revenue and net profit for the first nine months of 2025, indicating strong operational performance in the wind power equipment sector [2]. Financial Performance - For the period from January to September 2025, Jinlei Co., Ltd. achieved operating revenue of 2.119 billion yuan, representing a year-on-year increase of 61.35% [2]. - The net profit attributable to shareholders reached 305 million yuan, marking a year-on-year growth of 104.59% [2]. Stock Performance - As of November 10, Jinlei Co., Ltd.'s stock price increased by 2.03%, reaching 29.15 yuan per share, with a total market capitalization of 9.332 billion yuan [1]. - The stock has risen by 47.59% year-to-date, with a slight increase of 0.83% over the last five trading days and a decrease of 1.39% over the last 20 days [1]. Shareholder Information - As of September 30, the number of shareholders decreased by 7.27% to 27,900, while the average number of circulating shares per person increased by 7.84% to 8,701 shares [2]. - The company has distributed a total of 506 million yuan in dividends since its A-share listing, with 210 million yuan distributed over the past three years [3]. Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 4.2502 million shares, an increase of 1.0937 million shares from the previous period [3]. - Southern CSI 1000 ETF is a new entrant among the top ten circulating shareholders, holding 2.0467 million shares [3].