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金雷股份:公司在东营投建的海上风电核心部件数字化制造项目正处于产能爬坡阶段
Zheng Quan Ri Bao· 2025-10-17 14:13
证券日报网讯金雷股份10月17日在互动平台回答投资者提问时表示,公司在东营投建的海上风电核心部 件数字化制造项目已于2023年下半年投产,目前正处于产能爬坡阶段。该项目主要针对海上风电需求, 具备30MW以内大型海上风电铸件的生产能力。公司依托在风电主轴领域深耕多年的技术、质量以及客 户优势叠加大型先进设备配置优势,形成了公司在海上风电轴类产品上的独特竞争力。目前,公司已开 发了包括西门子歌美飒在内的部分海外客户在铸造领域的海外订单。 (文章来源:证券日报) ...
金雷股份:公司全资子公司金雷重装投建的海上风电核心部件数字化制造项目产能正在有序释放
Zheng Quan Ri Bao· 2025-10-17 14:13
Core Viewpoint - Jinlei Co., Ltd. has commenced production of its digital manufacturing project for core components of offshore wind power in the second half of 2023, with significant capacity growth expected by 2025 [2] Group 1: Production and Capacity - The digital manufacturing project by Jinlei Heavy Industry is fully operational and is expected to achieve an effective capacity of approximately 80,000 to 100,000 tons by 2025, representing a growth of over 160% compared to 2024 [2] - The current release of production capacity is progressing in an orderly manner [2] Group 2: Material Costs and Financial Outlook - Raw material prices are currently lower than the levels seen in 2024, which is anticipated to positively impact the operating performance of Jinlei Heavy Industry in 2025 compared to 2024 [2]
金雷股份:公司致力于推动公司市值与内在价值协同增长
Zheng Quan Ri Bao Wang· 2025-10-17 14:11
证券日报网讯金雷股份(300443)10月17日在互动平台回答投资者提问时表示,公司立足于自身经营发 展,聚焦主业,致力于推动公司市值与内在价值协同增长。2025年上半年,公司实现归属于上市公司股 东的净利润1.88亿元,同比增长153.34%。另外,积极实施现金分红,提高投资者的获得感、提升公司 投资价值。2023年以来,公司连续三年实施年中现金分红,并分别于2024年和2025年上半年实施了2023 年度和2024年度现金分红,合计分红金额超2亿元(含2025年半年度拟分红金额)。公司市值受多方面因 素的影响,公司将在做好生产经营的基础上,强化投资者关系管理,积极向市场传递公司价值,推动公 司市值与内在价值协同增长。 ...
金雷股份:公司将于2025年10月29日披露2025年三季度报告
Zheng Quan Ri Bao Wang· 2025-10-17 14:11
证券日报网讯金雷股份(300443)10月17日在互动平台回答投资者提问时表示,公司将于2025年10月29 日披露2025年三季度报告。 ...
风电设备板块10月15日涨0.7%,中环海陆领涨,主力资金净流出3.2亿元
Core Insights - The wind power equipment sector saw a 0.7% increase on October 15, with Zhonghuan Hailu leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Wind Power Equipment Sector Performance - Zhonghuan Hailu (301040) closed at 24.07, up 6.08% with a trading volume of 95,900 shares and a transaction value of 227 million [1] - Electric Wind Power (688660) closed at 20.40, up 4.29% with a trading volume of 339,800 shares and a transaction value of 677 million [1] - Tai Sheng Wind Energy (300129) closed at 8.45, up 3.94% with a trading volume of 506,100 shares and a transaction value of 421 million [1] - Other notable performers include Jin Lei Co. (300443) up 3.87%, Shuangyi Technology (300690) up 3.56%, and Changyou Technology (301557) up 3.10% [1] Capital Flow Analysis - The wind power equipment sector experienced a net outflow of 320 million from institutional investors and 210 million from retail investors, while retail investors saw a net inflow of 531 million [2] - The capital flow for individual stocks indicates that Tai Sheng Wind Energy had a net inflow of 35.63 million from institutional investors, while it faced a net outflow of 42.72 million from retail investors [3] - Other stocks like He Wang Electric (603063) and Tian Shun Wind Energy (002531) also showed mixed capital flows, with varying net inflows and outflows from different investor categories [3]
金雷股份涨2.02%,成交额1.66亿元,主力资金净流出2576.53万元
Xin Lang Cai Jing· 2025-10-15 02:39
10月15日,金雷股份盘中上涨2.02%,截至10:26,报29.28元/股,成交1.66亿元,换手率2.38%,总市值 93.74亿元。 资金流向方面,主力资金净流出2576.53万元,特大单买入485.69万元,占比2.93%,卖出1951.36万元, 占比11.75%;大单买入2759.27万元,占比16.62%,卖出3870.13万元,占比23.31%。 金雷股份今年以来股价涨47.51%,近5个交易日跌2.37%,近20日涨5.82%,近60日涨32.49%。 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%。 机构持仓方面,截止2025年6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315.65万股,相比上期增加23.29万股。长信金利趋势混合A(519994)位居第十大流通股 东,持股210.00万 ...
风电概念股年内表现亮眼 机构预测十股业绩有望持续高增长
Core Insights - The wind power sector has shown strong performance in 2023, with nearly 60 wind power concept stocks averaging a price increase of 33.65% year-to-date, while only 7 stocks have recorded declines [1] - Institutions are optimistic about the long-term growth prospects of the wind power sector, predicting that several stocks will continue to experience high growth in net profits in 2025 and 2026, with a consensus forecast of over 20% growth for these years [1] Summary by Company - **Oriental Cable (603606)**: Received ratings from 32 institutions, with predicted net profit growth of 58.83% in 2025 and 31.56% in 2026 [3] - **Dajin Heavy Industry (002487)**: Rated by 28 institutions, with a forecasted net profit growth of 37.31% in 2026 [3] - **Goldwind Technology (002202)**: Rated by 19 institutions, with a projected net profit growth of 27.80% in 2026 [3] - **Haili Wind Power (301155)**: Rated by 16 institutions, with an expected net profit growth of 40.31% in 2026 [3] - **Tianwang Electric (603063)**: Rated by 15 institutions, with a forecasted net profit growth of 20.89% in 2026 [4] - **China National Materials (002080)**: Rated by 13 institutions, with a predicted net profit growth of 29.99% in 2026 [4] - **Mingyang Smart Energy (601615)**: Rated by 12 institutions, with a projected net profit growth of 37.78% in 2026 [4] - **Taisheng Wind Energy (300129)**: Rated by 12 institutions, with an expected net profit growth of 36.87% in 2026 [4] - **Jinlei Co., Ltd. (300443)**: Rated by 11 institutions, with a forecasted net profit growth of 31.77% in 2026 [4] - **Tianshun Wind Energy (002531)**: Rated by 10 institutions, with a predicted net profit growth of 58.06% in 2026 [4]
金雷股份跌2.00%,成交额3.50亿元,主力资金净流出3093.20万元
Xin Lang Cai Jing· 2025-09-30 06:30
Core Viewpoint - Jinlei Co., Ltd. has shown significant growth in revenue and profit, with a strong performance in the wind power equipment sector, despite a recent decline in stock price [1][2]. Financial Performance - As of June 30, 2025, Jinlei Co., Ltd. achieved a revenue of 1.283 billion yuan, representing a year-on-year increase of 79.85% [2]. - The net profit attributable to shareholders for the same period was 188 million yuan, reflecting a year-on-year growth of 153.34% [2]. - The company has distributed a total of 474 million yuan in dividends since its A-share listing, with 178 million yuan distributed over the past three years [3]. Stock Performance - On September 30, Jinlei's stock price decreased by 2.00%, trading at 29.83 yuan per share, with a total market capitalization of 9.55 billion yuan [1]. - Year-to-date, the stock price has increased by 50.28%, with a 3.18% rise over the last five trading days, 13.55% over the last twenty days, and 32.05% over the last sixty days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 30,100, up by 20.23% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 16.82% to 8,068 shares [2]. - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 3.1565 million shares, an increase of 232,900 shares from the previous period [3].
金雷股份:9月29日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-29 11:57
每经头条(nbdtoutiao)——农夫大战怡宝,抢到更多蛋糕的却是宗馥莉!农夫绿瓶上市后,怡宝上 演"滑铁卢":市占率大跌近5个百分点 (记者 张明双) 每经AI快讯,金雷股份(SZ 300443,收盘价:30.44元)9月29日晚间发布公告称,公司第六届第十一 次董事会会议于2025年9月29日在公司会议室以现场方式召开。会议审议了《关于修订 <董事会议事规 则> 的议案》等文件。 2025年1至6月份,金雷股份的营业收入构成为:风电行业占比79.77%,自由锻件行业占比14.22%,其 他行业占比6.01%。 截至发稿,金雷股份市值为97亿元。 ...
金雷股份(300443) - 防范控股股东、实际控制人及其他关联方资金占用制度
2025-09-29 11:32
第二条 公司董事、高级管理人员对维护公司资金安全负有法定义务。 第三条 本制度所称资金占用包括但不限于以下方式: 1、经营性资金占用,指控股股东、实际控制人及其他关联方通过采购、销 售、相互提供劳务等生产经营环节的关联交易产生的资金占用。 金雷科技股份公司 防范控股股东、实际控制人及其他关联方资金占用制度 第一章 总 则 第一条 为了建立防范控股股东、实际控制人及关联方占用金雷科技股份公 司(以下简称公司)资金的长效机制,杜绝资金占用行为的发生,根据《中华人民 共和国公司法》《上市公司监管指引第 8 号——上市公司资金往来、对外担保的 监管要求》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司 自律监管指引第 2 号——创业板上市公司规范运作》等法律、法规、规范性文件 以及《金雷科技股份公司章程》(以下简称公司章程)的有关规定,制定本制度。 2、非经营性资金占用,指为控股股东、实际控制人及其他关联方垫付工资 与福利、保险、广告等期间费用;为控股股东、实际控制人及其他关联方以有偿 或无偿的方式直接或间接地拆借资金、代偿债务及其他在没有商品和劳务对价情 况下,提供给控股股东、实际控制人及其他关联方使用 ...