证券日报网讯1月9日，金雷股份（300443）在互动平台回答投资者提问时表示，公司与国内外多家优质 的船舶类制造企业建立了良好的业务合作关系，船舶类产品涵盖舵杆、电机轴、舵销、套筒等多个品 类。股票概念标签通常是各金融终端或相关软件按照各自不同标准自主分类设置的结果，具体可详询关 注的终端方。公司专注于通过稳健经营、高质量发展不断提升内在价值，同时通过有效的信息披露、投 资者互动交流等方式将公司内在价值及时、公平、准确地传递给广大投资者。 ...

金雷股份（300443.SZ）1月9日在投资者互动平台表示，公司主要从事风电主轴及其他大型铸锻件产品 的研发、生产和销售，产品广泛应用于风电、船舶、矿山机械以及能源电力等行业。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司会考虑布局商业航空领域吗？还是公司目前已有 相关产品和订单？ ...

每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘您好！已知公司生产的船舶类锻件可广泛 应用于集装箱船、LNG船等多种船舶类型，且在船舶制造领域已实现批量供货。想请教两点：一是公 司当前船舶相关业务的具体开展情况（如产品供应规模、核心合作客户等）是否有最新进展？二是目前 公司股票是否已被纳入船舶制造或船舶零部件相关概念板块？若暂未纳入，后续是否有相关申请或市场 沟通计划？ （文章来源：每日经济新闻） 金雷股份（300443.SZ）1月9日在投资者互动平台表示，公司与国内外多家优质的船舶类制造企业建立 了良好的业务合作关系，船舶类产品涵盖舵杆、电机轴、舵销、套筒等多个品类。股票概念标签通常是 各金融终端或相关软件按照各自不同标准自主分类设置的结果，具体可详询您关注的终端方。 ...

证券日报网讯1月8日，金雷股份（300443）在互动平台回答投资者提问时表示，公司于2024年实施两次 股份回购，其中回购金额超1亿元，累计回购的5319300股股份已全部注销。 ...

Investment Rating - The report maintains a positive outlook on the wind power industry, indicating a long-term growth trend driven by economic factors and increasing demand for renewable energy [6]. Core Insights - Global wind power demand is expected to maintain a long-term boom due to economic drivers and the increasing electrification needs, with projected global new installations of 167GW in 2025, a year-on-year increase of 34%, and 196GW in 2026, a year-on-year increase of 18% [2][13]. - Domestic wind power installations are anticipated to break the five-year planning cycle, with significant contributions from offshore wind, replacement projects, and green electricity connections, leading to continued growth [2][14]. - The overseas wind power market is projected to experience sustained demand growth, with a compound annual growth rate (CAGR) of 14% from 2025 to 2030, particularly in the European offshore wind sector, which is expected to grow at a CAGR of 32% [3][50]. Summary by Sections Economic Drivers of Global Wind Power Demand - The report highlights that the global wind power demand is expected to remain robust due to economic factors and the electrification trend, with specific forecasts for new installations in 2025 and 2026 [2][13]. - Domestic demand is supported by market reforms and initiatives such as "old-for-new" replacements and green electricity connections, with expectations of continued growth in installations [14][19]. Profitability and Investment Recommendations - The report suggests that the profitability of wind turbine manufacturers is set to improve, with a notable increase in the average bidding price for onshore wind turbines in 2025, which is expected to rise by approximately 11% [4][29]. - The report recommends focusing on three main investment lines: turbine manufacturers, offshore cable and foundation suppliers, and component manufacturers benefiting from domestic and international market opportunities [6][51]. Offshore Wind Market Dynamics - The report indicates that the European offshore wind market is poised for significant growth, with a recovery in project bidding expected in 2026 after a period of delays and cancellations [59][67]. - The report emphasizes the importance of policy adjustments in Europe that are likely to enhance project success rates and support continued demand growth in the offshore wind sector [59][61].

每经AI快讯，1月8日，风电设备板块午后走高，泰胜风能（300129）20cm涨停创新高，中环海陆 （301040）、威力传动（300904）、天能重工（300569）、金雷股份（300443）、中船科技（600072） 跟涨。 ...

（编辑 任世碧） 证券日报网讯 1月5日，金雷股份在互动平台回答投资者提问时表示，公司于2023年12月取得辽源市科 学技术研究所有限公司的控股权，主要从事滑动轴承的轴瓦等产品的研发、生产和销售。公司此次投资 一方面是为了与西安航启工源科技发展有限责任公司共同在新能源运维市场寻求业务机会，另一方面在 其他能源动力装备零部件制造领域链接市场机会。公司生产的其他精密轴类可以广泛应用于能源电力领 域的水电机组、火电机组及其他各类电机轴。 ...

证券日报网讯 1月5日，金雷股份在互动平台回答投资者提问时表示，公司高端传动装备科创产业园项 目一期的锻压工序已于2025年下半年投产，产能正在逐步释放。公司海上风电核心部件数字化制造项目 2025年大概释放8万-10万吨产能。 （文章来源：证券日报） ...

Group 1 - The company stated that its R&D investment will be disclosed according to the information in its regular reports [1] - The company confirmed that it will provide information on the number of shareholders as of the latest reporting period to ensure all investors receive equal information [1] - The first phase of the company's high-end transmission equipment innovation industrial park project is expected to start production in the second half of 2025, with capacity gradually being released [1] Group 2 - The company's core component digital manufacturing project for offshore wind power is projected to release a capacity of approximately 80,000 to 100,000 tons in 2025 [1] - An investor inquired about the expected total R&D expenditure for the year 2025, noting that R&D expenses for the first three quarters amounted to 93.65 million yuan [3] - The investor also asked about the capacity utilization rates of new factories and the ramp-up schedule for projects such as the Steel City high-end equipment manufacturing phase three and the new equipment at the Dongying base [3]

Core Insights - The report emphasizes that the wind power sector is expected to break the cyclical pattern and maintain growth in 2026, driven by both onshore and offshore wind energy expansion globally, with a focus on green energy applications [10][12] - The report identifies four main investment themes for 2026: 1) Resonance of policies between China and Europe for offshore wind, 2) Green energy catalyzing non-electric utilization, 3) Profitability elasticity of major manufacturers, and 4) Sustained demand in the components sector [10][16] Group 1: Industry Overview - In 2025, the wind power sector faced cyclical pressures, but by the third quarter, the relative advantages of wind power became more pronounced due to policy impacts on the electricity market and non-electric utilization, leading to a projected double-digit growth in installed capacity for 2026 [10][20] - The report forecasts that installed capacity for onshore and offshore wind in 2026 will reach approximately 110 GW and 10 GW respectively, representing year-on-year growth of 10% and 25% [20][41] Group 2: Key Companies and Profitability Forecasts - The report highlights several key companies with investment ratings, including: - Goldwind Technology (002202.SZ) with a buy rating and projected EPS growth from 0.42 in 2024 to 1.16 in 2026 [7] - Dongfang Cable (603606.SH) also rated as buy, with EPS expected to rise from 1.47 in 2024 to 3.03 in 2026 [7] - New Strong Link (300850.SZ) rated as buy, with EPS projected to increase from 0.18 in 2024 to 2.92 in 2026 [7] - The profitability of major manufacturers is expected to improve significantly, with the average bidding price for main units increasing by 7.4% in 2025, and a high proportion of high-price orders expected to continue into 2026 [10][13] Group 3: Offshore Wind Development - The report notes that both Europe and China are emerging from a low point in offshore wind development, with a significant increase in project approvals and construction expected to drive growth in 2026 [10][56] - The offshore wind policy in China is evolving, with a focus on deep-sea technology and a significant number of projects expected to be initiated, which will enhance demand for high-voltage cables and other components [10][56] Group 4: Component Sector Dynamics - The demand for wind turbine components is projected to remain strong, with expectations of over 20,000 turbines needed annually during the "14th Five-Year Plan" period, indicating a recovery from previous supply chain constraints [10][44] - The report suggests that component manufacturers will benefit from increased capacity utilization and the introduction of new technologies, with specific companies recommended for investment, including New Strong Link and Delijia [10][13]