青岛天能重工股份有限公司 | 证券代码：300569 | 证券简称：天能重工 | 公告编号：2025-085 | | --- | --- | --- | | 转债代码：123071 | 转债简称：天能转债 | | 关于天能转债 2025 年付息的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、天能转债（债券代码：123071）将于 2025 年 10 月 21 日支付 2024 年 10 月 21 日至 2025 年 10 月 20 日期间的利息，每 10 张"天能转债"（面值 1,000.00 元）利息为 25.00 元（含税）。 2、债权登记日：2025 年 10 月 20 日。 3、除息日：2025 年 10 月 21 日。 特定对象发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）有 关条款的规定，现将本次付息有关事项公布如下： 一、可转债基本情况 4、付息日：2025 年 10 月 21 日。 5、本次付息期间及票面利率：计息期间为 2024 年 10 月 21 日至 2025 年 10 月 20 日，票面利率为 2. ...

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]

青岛天能重工股份有限公司 | 证券代码：300569 | 证券简称：天能重工 | 公告编号：2025-084 | | --- | --- | --- | | 转债代码：123071 | 转债简称：天能转债 | | 特别提示： 1.债券代码：123071 债券简称：天能转债 2.转股起止时间：2021 年 4 月 27 日至 2026 年 10 月 20 日 3.暂停转股时间：2025 年 9 月 26 日至 2025 年 10 月 13 日 关于"天能转债"恢复转股的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 4.恢复转股时间：2025 年 10 月 14 日 青岛天能重工股份有限公司（以下简称"公司"）因实施公司 2025 年半年 度权益分派，根据公司《创业板向不特定对象发行可转换公司债券募集说明书》 相关条款的规定，公司可转换公司债券（债券代码：123071；债券简称：天能 转债）自 2025 年 9 月 26 日至 2025 年半年度权益分派股权登记日（2025 年 10 月 13 日）期间暂停转股，具体内容详见公司于 2025 年 9 ...

Core Insights - The wind power equipment sector experienced a decline of 0.61% on October 10, with Pangu Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Jixin Technology (601218) saw a closing price of 6.41, with an increase of 5.60% and a trading volume of 3.34 million shares, totaling a transaction value of 2.11 billion [1] - Weili Transmission (300904) closed at 93.52, up 4.46%, with a trading volume of 52,600 shares and a transaction value of 474 million [1] - Other notable performers included Tianneng Heavy Industry (300569) with a closing price of 6.91, up 4.22%, and Xinqianglian (300850) at 45.41, up 2.95% [1] Capital Flow - The wind power equipment sector saw a net outflow of 71.41 million from institutional investors, while retail investors experienced a net outflow of 39.5 million [2] - Conversely, speculative funds recorded a net inflow of 466 million [2] Individual Stock Capital Flow - Jixin Technology (601218) had a net inflow of 14.4 million from institutional investors, but a net outflow of 31.73 million from retail investors [3] - Daqian Heavy Industry (002487) reported a net inflow of 85.22 million from institutional investors, while retail investors faced a net outflow of 168 million [3] - Hengrun Co. (603985) experienced a net inflow of 46.06 million from institutional investors, with a net outflow of 47.99 million from retail investors [3]

| 证券代码：300569 | 证券简称：天能重工 | 公告编号：2025-083 | | --- | --- | --- | | 转债代码：123071 | 转债简称：天能转债 | | 青岛天能重工股份有限公司 关于 2025 年第三季度可转换公司债券转股情况的公告 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。 重要内容提示： 1、证券代码：300569，证券简称：天能重工 2、转债代码：123071，转债简称：天能转债 3、最新有效的转股价格：7.46 元/股 根据《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 15 号——可转换公司债券》的有关规定，青岛天能重工股份有限 公司（以下简称"公司"）现将 2025 年第三季度可转换公司债券（以下简称"可 转债"）转股以及公司股份变动的情况公告如下： 一、天能转债发行上市基本情况 经中国证券监督管理委员会"证监许可[2020]2326 号"文同意注册的批复， 青岛天能重工股份有限公司（以下简称"公司"）于 2020 年 10 月 21 日向不特 定对象发行了 700 万张可转换公 ...

Core Viewpoint - The A-share market for wind power stocks has shown strong performance, with several companies experiencing significant gains amid positive developments in both domestic and international offshore wind markets [1] Group 1: Market Performance - Wind power stocks in the A-share market have seen notable increases, with Yunda Co. rising over 10%, Goldwind Technology hitting a 10% limit up, Jixin Technology increasing over 7%, and Mingyang Smart Energy up over 6% [1] - Tianeng Heavy Industries and Tianneng Wind Power both rose over 5% [1] Group 2: Market Developments - The domestic offshore wind market experienced a peak in bidding and contract awards in September [1] - The overseas offshore wind market has shown signs of a turning point, with Europe’s offshore installation capacity increasing to over 4.5 gigawatts this year [1] - China is set to launch its first national offshore wind power testing base, which will conduct tests on the world's largest capacity wind turbines and the longest wind turbine blades, as well as research on cutting-edge international technologies across multiple fields [1]

Core Viewpoint - Tianeng Heavy Industry's stock has experienced fluctuations, with a year-to-date increase of 26.31% and a recent decline of 2.02% on September 30, 2023, indicating volatility in investor sentiment and market conditions [1][2]. Company Overview - Qingdao Tianeng Heavy Industry Co., Ltd. was established on March 3, 2006, and listed on November 25, 2016. The company specializes in the manufacturing and sales of wind turbine towers and related products, as well as the development, investment, construction, and operation of renewable energy projects, including wind and solar power [2]. - The revenue composition of Tianeng Heavy Industry includes 76.81% from wind power equipment manufacturing, 17.65% from wind power generation, 3.96% from solar power generation, and 1.58% from other sources [2]. Financial Performance - For the first half of 2025, Tianeng Heavy Industry reported a revenue of 1.458 billion yuan, representing a year-on-year growth of 25.15%. The net profit attributable to shareholders was 69.24 million yuan, reflecting a growth of 6.43% [2]. - Since its A-share listing, the company has distributed a total of 581 million yuan in dividends, with 154 million yuan distributed over the past three years [3]. Market Activity - As of September 30, 2023, Tianeng Heavy Industry's stock price was 6.29 yuan per share, with a market capitalization of 6.433 billion yuan. The trading volume was 333 million yuan, with a turnover rate of 5.12% [1]. - The company has seen a net outflow of 39.16 million yuan in principal funds, with significant selling pressure from large orders [1].

青岛天能重工股份有限公司 | 证券代码：300569 | 证券简称：天能重工 | 公告编号：2025-082 | | --- | --- | --- | | 转债代码：123071 | 转债简称：天能转债 | | 关于使用部分暂时闲置募集资金临时补充流动资金的公告 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。 青岛天能重工股份有限公司（以下简称"公司"）第五届董事会第十一次会 议审议通过了《关于使用部分暂时闲置募集资金临时补充流动资金的议案》，同 意公司使用不超过人民币 8,000 万元（含本数）的暂时闲置募集资金临时补充流 动资金，仅用于与主营业务相关的生产经营，使用期限自董事会批准之日起不超 过 12 个月。现将相关情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意青岛天能重工股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2023〕335 号）核准，并经深圳证券交易 所同意。公司向特定对象发行股票 213,371,266 股，每股发行价格 7.03 元/股，募 集资金总额 1,499,999,999.98 元。 截 至 2 ...

| 证券代码：300569 | 证券简称：天能重工 | 公告编号：2025-081 | | --- | --- | --- | | 转债代码：123071 | 转债简称：天能转债 | | 青岛天能重工股份有限公司 经与会董事审议表决，通过了以下议案： （一）审议《关于使用部分暂时闲置募集资金临时补充流动资金的议案》 为满足公司日常经营资金需求，提高公司募集资金使用效率，在保证募集资 金投资项目的资金需求以及募集资金使用计划正常进行的前提下，结合公司目前 生产经营情况以及财务状况，拟使用不超过人民币 8,000 万元（含本数）的暂时 闲置募集资金临时补充流动资金，使用期限自董事会批准之日起不超过 12 个月。 公司将根据募投项目的进展及需求情况及时归还至募集资金专用账户，在前述额 度及期限范围内，资金可以循环滚动使用。在使用期限内，公司可根据募投项目 进度提前归还募集资金。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 第五届董事会第十一次会议决议公告 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。 一、董事会会议召开情况 青岛天能重工股份有限公司（以下 ...

中泰证券股份有限公司 关于青岛天能重工股份有限公司使用部分暂时闲置募集资金 临时补充流动资金的核查意见 中泰证券股份有限公司（以下称"保荐机构"、"中泰证券"）作为青岛天能重 工股份有限公司（以下简称"天能重工"或"公司"）2023 年度向特定对象发行股票 的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上 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》等相关法律、法规和规范性文件的规定，对天能重工使用部分暂时闲置 募集资金临时补充流动资金的事项进行了审慎核查，具体核查情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意青岛天能重工股份有限公司向特定对 象发行股票注册的批复》（证监许可[2023]335 号）的核准，并经深圳证券交易 所同意。公司向特定对象发行股票 213,371,266 股，每股发行价格 7.03 元/股，募 集资金总额 1,499,999,999.98 元。 上述募集资金总额 1,499,999,999.98 元扣除发行费用 14,959,439.07 元（不含 增值税）后，本次向特定对象发行股票的实际募集资金净额为 ...