本报记者 张文湘 见习记者 占健宇 目前，风电设备行业三季报披露进入收尾阶段。Wind资讯数据显示，按照申万二级行业分类，已 披露业绩的风电设备企业中，超七成实现营收和净利润同比双增，整机龙头与零部件企业盈利普遍改 善。 业内人士认为，政策精准赋能与产业升级形成合力，叠加市场需求稳步释放，推动风电产业全面迈 入复苏新阶段。 2024年3月份，国家发展改革委、国家能源局等联合启动"千乡万村驭风行动"，促进农村地区风电 就地就近开发利用。2025年1月份，自然资源部印发《关于进一步加强海上风电项目用海管理的通 知》，明确引导海上风电项目向深远海布局，并采取多项措施优化用海管理。10月份，财政部等三部门 发布增值税调整政策，自2025年11月1日起至2027年12月31日，对纳税人销售自产的利用海上风力生产 的电力产品，实行增值税即征即退50%的政策。10月20日，《风能北京宣言2.0》宣布，"十五五"期间年 新增风电装机不低于1.2亿千瓦，2060年累计装机目标50亿千瓦。 中关村物联网产业联盟副秘书长袁帅向《证券日报》记者表示，这些政策对行业整体发展起到了关 键推动作用。在产业规模扩张上，政策的支持激发了企业的 ...

截至9月30日，天能重工股东户数4.69万，较上期增加14.52%；人均流通股21749股，较上期减少 12.68%。2025年1月-9月，天能重工实现营业收入25.13亿元，同比增长37.54%；归母净利润8405.86万 元，同比增长1359.03%。 分红方面，天能重工A股上市后累计派现5.81亿元。近三年，累计派现1.54亿元。 天能重工今年以来股价涨30.18%，近5个交易日跌2.27%，近20日涨8.01%，近60日涨17.00%。 今年以来天能重工已经1次登上龙虎榜，最近一次登上龙虎榜为3月21日，当日龙虎榜净买入5474.82万 元；买入总计1.64亿元 ，占总成交额比21.31%；卖出总计1.10亿元 ，占总成交额比14.21%。 资料显示，青岛天能重工股份有限公司位于山东省青岛胶州市三里河街道东方理想家2栋，成立日期 2006年3月3日，上市日期2016年11月25日，公司主营业务涉及风机塔架及其相关产品的制造和销售、新 能源(风力、光伏)发电项目的开发投资、建设和运营业务等。主营业务收入构成为：风电设备制造 76.81%，风力发电17.65%，光伏发电3.96%，其他(补充)1.58%。 ...

Economic Information - The People's Bank of China emphasizes a cautious approach towards the development of stablecoins and will continue to combat domestic virtual currency operations to maintain financial order [2] - The China Securities Regulatory Commission (CSRC) has issued guidelines to strengthen the protection of small investors in the capital market, enhancing monitoring of abnormal trading behaviors and ensuring transparency regarding delisting risks [2][6] - October's polysilicon production is expected to reach approximately 134,000 tons, exceeding market expectations, while some leading companies plan to reduce production in November [3] Company Updates - Victory Technology reported a net profit of 1.102 billion yuan for Q3, a year-on-year increase of 260.52%, but a quarter-on-quarter decrease of 9.88% [5] - Taicheng Light's Q3 revenue was 386 million yuan, a year-on-year decrease of 4.98%, while net profit was 86.9765 million yuan, a year-on-year increase of 31.20% but a quarter-on-quarter decrease of 7.5% [5] - Several companies, including Tongrun Equipment and Jingji Agriculture, announced plans to reduce their shareholdings by up to 3% [7] Overseas Market Updates - International precious metal futures saw a significant decline of over 3%, with COMEX gold futures dropping 3.4% to $3,997 per ounce and silver futures falling 3.61% to $46.83 per ounce [5] - The UK government has cut the support scale for offshore wind farms by 18% to £900 million, while providing an £1.1 billion budget for renewable energy support auctions [5]

| | | 10.27上市公司盘后增持情况 | | --- | --- | --- | | 1 | 云意电气 | 实际控制人拟增持1000万元-2000万元公司股份 | | | | 10.27上市公司盘后减持情况 | | 1 | 京墓智农 | 控股股东京基集团拟减持不超3.00%股份 | | 2 | 天能運工 | 高管赵波、胡鹏鹏拟合计减持不超0.09%股份 | | 3 | 通润装备 | 股东拟合计减持不超3%公司股份 | | ব | 万里扬 | 股东华润信托·华颖16号计划减持不超2%公司股份 | | ટ | 预维信息 | 高管拟合计减持不超0.0068%股份 | | 6 | 铭利达 | 股东泰安塞晖及一致行动人拟合计减持不超1.00%股份 | | 7 | 长绸科技 | 计划减持不超总股本的2%已回购股份 | | 8 | 康众医疗 | 股东拟询价转让总股本的5.33% | | g | 中国核建 | 股东中国信达拟减持不超1%股份 | | 10 | 福龙马 | 控股股东张桂丰拟减持不超1.50%公司股份 | | 11 | 无线传媒 | 初步确定的询价转让价格为29.11元/股 | 据统计，10月27日，云意电 ...

云意电气：实际控制人、董事长兼总经理付红玲拟1000万元-2000万元增持公司股份 通润装备（维权）：股东珠海悦宁及其一致行动人珠海康东拟合计减持不超3%公司股份 中国核建：股东中国信达拟减持不超过1%公司股份 铭利达：股东泰安赛晖及其一致行动人泰安赛跃拟合计减持不超1%公司股份 天能重工：高管赵波、胡鹏鹏拟合计减持不超0.09%公司股份 拓维信息：高管赵军、柏丙军、廖秋林拟合计减持不超0.0068%公司股份 万里扬：股东华润信托·华颖16号拟减持不超2%公司股份 长缆科技：拟减持不超总股本的2%已回购股份 福龙马：控股股东、实际控制人张桂丰拟减持不超1.50%公司股份 ...

| 证券代码：300569 | 证券简称：天能重工 | 公告编号：2025-088 | | --- | --- | --- | | 转债代码：123071 | 转债简称：天能转债 | | 1、持有青岛天能股份有限公司（以下简称"公司"）股份 1,823,061 股 （占本公司总股本比例 0.18%，占剔除公司当前回购专用账户股份后总股本的 0.18%）的副总经理赵波计划在自本减持计划公告之日起 15 个交易日后的 3 个 月内通过集中竞价的方式减持本公司股份 455,765 股（占本公司总股本比例 0.04%，占剔除公司当前回购专用账户股份后总股本的 0.05%）（根据相关法律 法规规定禁止减持的期间除外）。 2、持有本公司股份 1,950,750 股（占本公司总股本比例 0.19%，占剔除公 司当前回购专用账户股份后总股本的 0.19%）的副总经理胡鹏鹏计划在自本减 持计划公告之日起 15 个交易日后的 3 个月内通过集中竞价的方式减持本公司股 份 487,688 股（占本公司总股本比例 0.05%，占剔除公司当前回购专用账户股份 后总股本的 0.05%）（根据相关法律法规规定禁止减持的期间除外）。 公司于 ...

每经AI快讯，天能重工（SZ 300569，收盘价：6.57元）10月27日晚间发布公告称，持有青岛天能股份 有限公司股份约182万股（占公司总股本比例为0.18%，占剔除公司当前回购专用账户股份后总股本的 0.18%）的副总经理赵波计划在自本减持计划公告之日起15个交易日后的3个月内通过集中竞价的方式 减持公司股份约46万股（占公司总股本比例为0.04%，占剔除公司当前回购专用账户股份后总股本的 0.05%）。持有公司股份约195万股（占公司总股本比例为0.19%，占剔除公司当前回购专用账户股份后 总股本的0.19%）的副总经理胡鹏鹏计划在自本减持计划公告之日起15个交易日后的3个月内通过集中 竞价的方式减持公司股份约49万股（占公司总股本比例为0.05%，占剔除公司当前回购专用账户股份后 总股本的0.05%）。 2024年1至12月份，天能重工的营业收入构成为：制造业占比81.65%，新能源发电占比18.35%。 截至发稿，天能重工市值为67亿元。 每经头条（nbdtoutiao）——拉1人入伙返1500元，投10万元成亿万富翁？这家公司大肆宣传将房产海外 代币化，有交了钱的人称是"牙签撬动地球" （记者 ...

天能重工公告，持股182.31万股（占0.18%）的副总经理赵波计划自公告之日起15个交易日后的3个月 内，通过集中竞价减持不超过45.58万股，占公司总股本0.04%；持股195.07万股（占0.19%）的副总经 理胡鹏鹏同期拟通过集中竞价减持不超过48.77万股，占公司总股本0.05%。减持期间为2025年11月18日 至2026年2月17日（依法禁售期除外），减持原因为个人资金需求。 ...

Core Insights - As of October 24, 616 companies have released their Q3 2025 reports, with 389 reporting a year-on-year increase in net profit, while 227 reported a decline [1] - 410 companies experienced a year-on-year increase in operating revenue, whereas 206 reported a decrease [1] - 317 companies saw both net profit and operating revenue increase, while 134 companies experienced declines in both metrics [1] - Notably, 92 companies had a net profit growth rate exceeding 100%, with Jingrui Electric Materials leading at an astonishing 19,202.65% [1] Financial Performance Summary - Jingrui Electric Materials (300655) reported earnings per share of 0.1212, net profit of 128.37 million, and a net profit increase of 19,202.65%, with operating revenue of 118.68 million, up 11.92% [1] - Xiaoming Co. (300967) had earnings per share of 0.9846, net profit of 183.06 million, and a net profit increase of 2,243.97%, with operating revenue of 102.41 million, up 58.98% [1] - New Strong Union (300850) reported earnings per share of 1.7800, net profit of 663.84 million, and a net profit increase of 1,939.50%, with operating revenue of 361.79 million, up 84.10% [1] - Other notable companies include Yinglian Co. (002846) with a net profit increase of 1,572.67% and TianNeng Heavy Industry (300569) with a net profit increase of 1,359.03% [1] Additional Company Highlights - Zhimin Da (688636) reported earnings per share of 0.4900, net profit of 81.99 million, and a net profit increase of 995.37%, with operating revenue of 51.16 million, up 145.16% [1] - Special One Pharmaceutical (002728) had earnings per share of 0.1300, net profit of 65.22 million, and a net profit increase of 985.18%, with operating revenue of 69.19 million, up 51.86% [1] - Wanchen Group (300972) reported earnings per share of 4.6840, net profit of 854.98 million, and a net profit increase of 917.04%, with operating revenue of 3,656.23 million, up 77.37% [1]

Core Insights - Tianeng Heavy Industry (300569.SZ) reported a total operating revenue of 2.513 billion yuan for Q3 2025, an increase of 686 million yuan, representing a year-on-year growth of 37.54% [1] - The net profit attributable to shareholders reached 84.0586 million yuan, up by 78.2973 million yuan, reflecting a year-on-year increase of 1359.03% [1] - The net cash inflow from operating activities was 301 million yuan, an increase of 185 million yuan, marking three consecutive years of growth and a year-on-year increase of 159.56% [1] Financial Ratios - The latest debt-to-asset ratio stands at 57.16% [3] - The gross profit margin is reported at 14.81% [3] - The return on equity (ROE) is 1.58%, an increase of 1.48 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.08 yuan, an increase of 0.08 yuan, reflecting a year-on-year growth of 1380.36% [3] - The total asset turnover ratio is 0.21 times, an increase of 0.06 times, representing a year-on-year growth of 40.60% [3] - The inventory turnover ratio is 1.06 times, an increase of 0.07 times, indicating a year-on-year growth of 7.43% [3] Shareholder Information - The number of shareholders is 46,900, with the top ten shareholders holding a total of 376 million shares, accounting for 36.75% of the total share capital [3] - The largest shareholder is Zhuhai Port Holdings Group Co., Ltd., holding 22.6 million shares [3] - Other notable shareholders include Zhang Shiqi (3.27 million shares) and Chang'an International Trust Co., Ltd. (1.96 million shares) [3]