(责任编辑：宋政 HN002) 格隆汇9月26日｜A股开盘，三大指数集体低开，沪指低开0.35%，深证成指低开0.38%，创业板指低开 0.42%。盘面上，风电设备股盘初拉升，天能重工(300569)涨超15%，阳明智能涨超8%，中国设定第三 轮减排目标；油气开采及服务板块高开，中油工程(600339)涨超5%，准油股份涨超3%，隔夜WTI原油 突破65美元/桶；煤炭股局部活跃，大有能源(600403)涨停，平煤股份(601666)涨超5%，河南能源集团与 平煤神马集团将进行战略重组；光刻机板块回调，凯美特气(002549)跌超7%，联合化学、蓝英装备 (300293)跌超2%；制药板块盘初走低，迈威生物、荣昌生物跌超4%。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

近年来,青岛胶州市确立了企业为主体,"链主"唱主角的新型招商模式,目标是加快集聚一批创新能力强、 支撑带动作用大的产业链上下游企业。目前,这样的"链主"效应逐步呈现:中储钢超打造"钢铁超市",吸引 200余家钢贸企业入驻；山东高速（600350）供应链项目落地后,带动6家物流金融企业跟进投资……胶 州市推动创新型产业体系升级,加速智能家电、新能源、绿色食品等领域企业集聚,打造出一批行业标杆, 产业链不断延伸,产业集群逐渐壮大。 刘震青岛报道通讯员王雪妍 位于胶东街道的青岛青力环保设备有限公司,是一家在冶金固体废弃物中"掘金"的企业。近年来,该公司 顺应"两化"融合趋势,投入了大量资金建设智能制造数字化车间。在研发方面,公司通过引进多款设计软 件,提高了设计工艺流程的效率；在生产方面,通过引进MES(生产管理系统)、ERP(企业一体化办公软件) 系统,实现从领料到生产、检验、入库、出库等物料的全链条追溯,引进机器人自动焊接工作站、数控车 床、激光切割机、中试生产线等高端智能装备,实现了产品设计、工艺管理智能化。"数字技术将智能 化、自动化、数字化融入制造环节,企业生产效率提高了150%,产品销售收入同比增长20 ...

2、转股起止时间：2021 年 4 月 27 日至 2026 年 10 月 20 日 | 证券代码：300569 | 证券简称：天能重工 | 公告编号：2025-078 | | --- | --- | --- | | 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 关于实施权益分派期间"天能转债"暂停转股的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、债券代码:123071 债券简称:天能转债 3、暂停转股时间：2025 年 9 月 26 日至 2025 年半年度权益分派股权登记 日 4、恢复转股时间：2025 年半年度权益分派股权登记日后的第一个交易日 青岛天能重工股份有限公司（以下简称"公司"）于 2025 年 9 月 8 日召开 2025 年第一次临时股东会，审议通过了《关于 2025 年半年度利润分配预案的 议案》，公司将于近日实施 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》中关于"转股价格的调整方式及计算 公式"条款的规定（详见附件）及有关业务办理 ...

Group 1 - Wind power equipment sector increased by 1.78% on September 25, with Jixin Technology leading the gains [1] - Shanghai Composite Index closed at 3853.3, down 0.01%, while Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Jixin Technology's stock price rose by 10.04% to 5.15, with a trading volume of 520,900 shares [1] Group 2 - The wind power equipment sector saw a net inflow of 165 million yuan from institutional investors, while retail investors experienced a net outflow of 120 million yuan [2][3] - Jixin Technology had a net inflow of 129 million yuan from institutional investors, accounting for 48.67% of its trading volume [3] - Other notable stocks included Yunda Co. with a 5.12% increase and Goldwind Technology with a 4.92% increase [1]

Summary of Tianeng Heavy Industry Conference Call Company Overview - **Company**: Tianeng Heavy Industry - **Industry**: Wind Power and Renewable Energy Key Points Financial Performance - **Revenue Growth**: The company reported a revenue of 1.458 billion yuan for the first half of 2025, a year-on-year increase of 35% [4] - **Net Profit**: Net profit was 69.24 million yuan, reflecting a 6% year-on-year growth, indicating slower profit growth compared to revenue [2][4] - **Order Impact**: Only 20% of new orders were reflected in the financial statements, with the remaining 80% coming from lower-priced orders from the previous year [4] Business Segments - **Onshore Wind (陆风)**: Significant growth in both volume and price, leading to profit recovery [5] - **Offshore Wind (海风)**: Performance was poor due to insufficient project commencement, with only 15% of total orders being offshore [2][8] - **Renewable Energy Generation**: Net profit increased due to power restrictions in certain regions, although gross margin slightly declined [6] Production and Capacity - **Total Capacity**: The company has a total production capacity of 913,500 tons, with a target to sell 700,000 tons in 2025 [11][12] - **Sales Performance**: In the first half of 2025, total sales reached approximately 210,000 tons, with onshore wind products accounting for 130,000 tons and offshore wind products for 70,000 tons [14] Order and Pricing Trends - **Order Structure**: The company has approximately 700,000 tons of orders on hand, with a significant increase in onshore wind demand [8][27] - **Price Recovery**: New order prices have shown some recovery, particularly for onshore wind products, expected to increase by 100-200 yuan [9][10] International Expansion - **Overseas Orders**: The company has made breakthroughs in overseas markets, with around 50,000-60,000 tons of orders primarily from Europe, the UK, and Japan [20][28] - **Export Pricing**: Direct export prices are higher than domestic prices by 300-400 yuan, with favorable margins [28] Strategic Initiatives - **Deepwater Offshore Wind Projects**: The company is focusing on deepwater offshore wind projects and has initiated internal strategic planning [3][26] - **Future Growth**: Plans to explore new business lines and enhance the renewable energy generation segment [23] Market Conditions - **Subsidy Impact**: Recent improvements in industry subsidies are expected to positively affect the company, with potential acceleration in subsidy disbursement [25] - **Market Outlook**: The company anticipates a favorable market situation for the following year, with some orders already scheduled for 2026 [29] Challenges and Risks - **Profitability Issues**: The offshore wind segment is currently less profitable, necessitating a focus on market expansion [17][22] - **Production Utilization**: While production utilization is improving, it has not yet reached full capacity [12][29] Conclusion - **Overall Strategy**: The company maintains a dual strategy focusing on both onshore and offshore wind markets while exploring new opportunities in renewable energy [3][26]

Group 1: Power Generation Business - The company's power generation business is one of its two main sectors, focusing on a dual-path development model of "rolling development and strengthening" [3] - Current operational installed capacity is 681.3 MW, with two projects under construction expected to achieve an additional 97.6 MW by the end of the year [3] - The company is exploring a third growth curve in marine energy to enhance long-term competitiveness and inject new growth points into its overall development [3] Group 2: Marine Engineering Business - The main production bases for the company's marine engineering equipment are located in Dongying, Xiangshui, and Shanwei, with a total capacity of 480,000 tons [3] - The overseas business primarily relies on the Jiangsu base, which has favorable dock conditions and government support [3] - The company is actively seeking additional suitable locations for marine engineering bases to expand its operations [3] Group 3: Investor Relations Activity - The investor relations activity took place online on September 19, 2025, with participation from various investment firms and analysts [2] - Key questions addressed during the activity included the positioning of the power generation business and future expansion plans for marine engineering [3] - The activity did not involve any undisclosed significant information [3]

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Tianeng Heavy Industry, indicating a positive trend in its stock price and trading activity [1][2] - As of September 17, Tianeng Heavy Industry's stock price increased by 2.23% to 5.95 CNY per share, with a total market capitalization of 6.085 billion CNY [1] - The company has seen a year-to-date stock price increase of 19.48%, with notable gains over various trading periods: 4.20% in the last 5 days, 5.12% in the last 20 days, and 7.01% in the last 60 days [1] Group 2 - Tianeng Heavy Industry, established on March 3, 2006, and listed on November 25, 2016, specializes in the manufacturing and sales of wind turbine towers and related products, as well as the development and operation of renewable energy projects [2] - The company's revenue composition 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] - As of August 30, the number of shareholders decreased by 9.28% to 40,900, while the average number of tradable shares per person increased by 10.23% to 24,908 shares [2] Group 3 - Tianeng Heavy Industry has distributed a total of 571 million CNY in dividends since its A-share listing, with 144 million CNY distributed over the past three years [3]

Group 1 - The core point of the article is that TianNeng Heavy Industry (300569.SZ) has completed a share reduction plan initiated by a specific shareholder, Mr. Zheng Xu [1] - As of September 12, 2025, Mr. Zheng Xu has reduced his holdings by a total of 30,084,335 shares, which represents 3% of the company's total share capital [1]

青岛天能重工股份有限公司 关于特定股东股份减持计划实施完毕的公告 股东郑旭（以下简称"出让方"）保证向青岛天能重工股份有限公司（以 下简称"天能重工"或"公司"）提供的信息内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息 一致。 特别提示： 公司于 2025 年 8 月 7 日披露了《关于特定股东减持股份预披露公告》（公 告编号：2025-061）。公司特定股东郑旭先生计划自减持计划公告之日起十五个 交易日后的三个月内通过集中竞价方式、大宗交易方式减持公司股份，减持数量 合计不超过 30,084,473 股，占公司总股本的比例不超过 3.00%（公司 2025 年 9 月 10 日剔除回购专用账户股份后的总股本为 1,002,815,761 股，本公告中提及的 总股本及相关比例均以此计算）。 公司近日收到特定股东郑旭先生出具的《关于股份减持计划实施完毕的告知 函》，截至 2025 年 9 月 12 日，郑旭先生累计已减持公司股份 30,084,335 股，占 公司总股本的 3%，减持计划已实施完毕。现 ...

2025 年半年度持续督导跟踪报告 | 保荐机构名称：中泰证券股份有限公司 | 被保荐公司简称：天能重工 | | --- | --- | | 保荐代表人姓名：刘帅虎 | 联系电话：010-59013765 | | 保荐代表人姓名：张开军 | 联系电话：010-59013765 | 中泰证券股份有限公司 关于青岛天能重工股份有限公司 一、保荐工作概述 2 | 报告事项 | 说明 | | --- | --- | | 1、保荐代表人变更及其理由 | 无 | | 2、报告期内中国证监会和本所对保荐机构或者其 保荐的公司采取监管措施的事项及整改情况 | 无 | | 3、其他需要报告的重大事项 | 无 | | 项目 | 工作内容 | | --- | --- | | 1、公司信息披露审阅情况 | - | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2、督导公司建立健全并有效执行规章制度的情况 | - | | （1）是否督导公司建立健全规章制度（包括但不限于防止 | | | 关联方占用公司资源的制度、募集资金管理制度、内控制度、 | 是 | | 内部审计 ...