经济观察网永福股份（300712）控股股东计划减持不超过3%股份，同时公司担保余额占净资产24%， 控股股东股份质押比例达48.21%。 股价异动原因 2026年02月05日，公司公告为全资子公司及控股子公司提供担保，担保金额分别为1000万元、800万元 和3000万元。截至公告日，公司提供担保总余额为3.10亿元，占最近一期经审计净资产的24.00%。 股东质押股份 2026年02月10日公告显示，控股股东及其一致行动人累计质押公司股份约3978.5万股，占公司总股本的 21.21%，占其所持股份比例的48.21%。近期部分股份办理了质押或解除质押手续。 以上内容基于公开资料整理，不构成投资建议。 永福股份控股股东(包括福州博宏投资管理有限公司、福州永福恒诚投资管理股份有限公司及福建省永 福博发投资股份有限公司)计划在2026年1月14日至2026年4月13日期间，通过集中竞价或大宗交易方式 合计减持公司股份不超过562.64万股，占公司总股本的3%。减持原因为股东自身资金需求，不会对公 司控制权造成影响。 公司状况 ...

（记者 王晓波） 每经AI快讯，永福股份2月10日晚间发布公告称，公司于近日收到控股股东福州博宏投资管理有限公司 （简称"博宏投资"）、福州永福恒诚投资管理股份有限公司（简称"恒诚投资"）的通知，获悉博宏投资 将其所持有的部分公司股份办理了质押的手续，恒诚投资将其所持有的部分公司股份办理了解除质押的 手续。截至本公告披露日，公司控股股东及其一致行动人合计持有的公司股份数约为8252万股，占公司 总股本的44%。其中，累计质押的公司股份数约3978.5万股，占公司总股本的21.21%，占其所持有的公 司股份总数的48.21%。 每经头条（nbdtoutiao）——10倍价差刷屏！"外国人来华就医"火了，三位亲历者这样说⋯⋯ ...

三、股东股份累计质押的基本情况 福建永福电力设计股份有限公司 关于股东部分股份质押及解除质押的公告 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。 福建永福电力设计股份有限公司（以下简称"公司"）于近日收到控股股东 福州博宏投资管理有限公司（以下简称"博宏投资"）、福州永福恒诚投资管理 股份有限公司（以下简称"恒诚投资"）的通知，获悉博宏投资将其所持有的部 分公司股份办理了质押的手续，恒诚投资将其所持有的部分公司股份办理了解除 质押的手续，具体情况如下： 注：本次质押股份不涉及业绩补偿义务。 一、本次股东股份质押的基本情况 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押 股数（股） 占其 所持 股份 比例 （%） 占公 司总 股本 比例 （%） 是否 为限 售股 是否 为补 充质 押 质押 起始日 质押 到期日 质权 人 质 押 用 途 博宏 投资 是 3,500,000 7.92 1.87 否 否 2026 年 2 月 9 日 2028 年 2 月 8 日 渤海 国际 信托 股份 有限 公司 融 资 二、本次股东股份解除质押的基本情况 ...

Core Insights - The article discusses the development of a virtual power plant platform by Yongfu Co., which integrates distributed energy resources into a smart, cloud-based energy management system [1][2][4] Group 1: Strategic Layout - Yongfu Co. is transitioning from traditional power construction services to energy platform operations, with the virtual power plant as a core component of this strategy [2] - The platform utilizes the "Yongfu Cloud" energy big data platform, featuring a "cloud-edge-end" collaborative technical architecture that encompasses monitoring, forecasting, control, and trading functions [2][3] - Yongfu Co. leverages its comprehensive industry experience to provide integrated solutions that combine technology and practical application, distinguishing itself from competitors [2] Group 2: Business Model - The platform offers diverse cooperation models, including SaaS subscriptions, joint operations, and asset management, with innovative light-asset solutions for overseas markets [3] - By the end of 2025, the platform aims to establish demonstration projects in regions like Fujian, Jiangsu, and Guangdong, and has already implemented a large-scale energy project in Indonesia [3] Group 3: Collaborative Development - The virtual power plant is a key digital link that connects Yongfu Co.'s green electricity development, energy storage, and smart operations [4] - In a specific project, the platform successfully integrated wind, solar, and storage resources, achieving over 90% self-sufficiency in green electricity and generating more than 500 million kilowatt-hours annually [4] Group 4: Market Operation - Yongfu Co. has developed a multi-revenue model that includes demand response, spot trading, and ancillary services, allowing the virtual power plant to operate independently in the market [5][6] - The platform has successfully implemented services such as demand response and electricity trading in regions with advanced market reforms, helping users reduce costs and achieve zero-carbon goals [6] Group 5: Future Outlook - Yongfu Co. plans to enhance the virtual power plant platform by focusing on AI-driven decision-making, cross-domain collaborative operations, and carbon-electric coupling trading [7] - The company envisions the platform as an open and intelligent "new power system operating system," fostering collaboration among developers, energy service providers, and users [7][8]

Core Insights - The global wind power installed capacity is expected to reach 117 GW in 2024, marking a historical high, with onshore wind contributing 109 GW and offshore wind 8 GW [1] - The global wind power EPC market is projected to reach approximately $57.9 billion in 2024, driven by increasing demand for clean and renewable energy [3] - Onshore wind EPC projects dominate the market, accounting for about 59% of the global share due to lower installation costs and shorter project delivery times [6] - The Asia-Pacific region is a leading market for wind power EPC, with market shares of 39% in Europe, 25% in North America, and 23% in Asia-Pacific [8] - By 2030, the global wind power EPC market is expected to exceed $82 billion, supported by government policies promoting renewable energy and advancements in wind technology [10] Market Distribution - The global wind power EPC market is segmented into onshore and offshore projects, with onshore projects being favored due to their cost-effectiveness and familiarity among developers [6] - The geographical distribution of the wind power EPC market shows Europe as the largest market, followed by North America and the Asia-Pacific region [8] Future Projections - The wind power EPC market is anticipated to grow significantly, with projections indicating a market size exceeding $82 billion by 2030, driven by technological advancements and a focus on sustainability [10]

证券代码：300712 证券简称：永福股份 公告编号：2026-004 福建永福电力设计股份有限公司 关于为子公司提供担保额度的使用进展公告 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、对外担保概述 2025 年 4 月 25 日，福建永福电力设计股份有限公司（以下简称"公司"或"永 福股份"）召开第四届董事会第二次会议和第四届监事会第二次会议，分别审议通 过《关于对外担保额度预计的议案》，同意公司为全资子公司福建永福数字能源技 术有限公司（以下简称"永福数能"）及控股子公司福建永福运维科技有限公司（以 下简称"永福运维"）、福建永福绿能科技有限公司（以下简称"永福绿能"）提 供担保，担保额度分别为不超过人民币叁仟万元整、不超过人民币壹仟捌佰万元整 和不超过人民币陆亿元整，担保方式包括但不限于连带责任保证担保、履约担保、 抵押担保、质押担保等。上述事项已经公司 2025 年 5 月 20 日召开的 2024 年年度 股东会审议通过。 具体内容详见公司于 2025 年 4 月 28 日、2025 年 5 月 20 日在巨潮资讯网 （http://www. ...

Industry Overview - The Chinese wind power EPC industry is dominated by large state-owned enterprises, with the top tier consisting of China Power Construction and China Energy Engineering, which hold over 90% of the comprehensive and first-class qualifications in the power engineering sector [1][6] - The second tier includes city-level design institutes and some capable private enterprises, while the third tier consists of numerous companies with lower qualifications competing in smaller projects [1] Market Share - In 2025, among 132 projects in the Chinese wind power EPC bidding, China Power Construction won 24 projects (18% market share), followed by China Energy Engineering with 19 projects (14% market share) [4] - The overall market share is primarily held by large state-owned enterprises, indicating a high concentration in the industry [4][6] Market Concentration - The market concentration in the wind power EPC industry is high, with a CR2 of 32% and a CR5 of 54%, indicating that the top two companies dominate the market significantly [6] Company Layout and Competitiveness - Most listed companies in the wind power EPC sector have both domestic and international operations, with China Power Construction and China Energy Engineering having a high proportion of their business in these areas [7] - China Energy Engineering focuses on renewable energy development, with 85.81% of its engineering construction business related to wind power EPC [9] - China Power Construction covers the entire wind power EPC process, focusing on deep-sea wind power and high-altitude land wind power, with 90.74% of its business in this area [9] - Other companies like Huadian Technology and Yongfu Co. also have specific regional focuses and capabilities in the wind power EPC sector [10] Competitive Landscape - The wind power EPC industry exhibits a high degree of customization and low homogeneity, with moderate competition levels [11] - The bargaining power of upstream suppliers is strong due to reliance on imported core components for wind turbines, while downstream buyers have moderate bargaining power due to the technical requirements of projects [11]

证券代码：300712 证券简称：永福股份 公告编号：2026-003 福建永福电力设计股份有限公司 关于控股股东及其一致行动人权益变动触及 1%整数倍 | 住所 | 福州市闽侯县上街镇高新大道 3 号A楼 20 层 2009-2 办公 | | --- | --- | | | 室 | | 信息披露义务人3 | 博发投资 | | 住所 | 福州市闽侯县上街镇高新大道 3 号A楼 20 层 2009-1 办公 室 | | 信息披露义务人4 | 林一文 | | 住所 | 福州市鼓楼区*** | | 权益变动时间 | 2026 年 1 月 27 日 | | 权益变动过程 | 2026年1月27日，博宏投资、恒诚投资通过大宗交易方 式合 计 减 持 公司 股 份 1,875,457 股 ， 占公 司 总 股 本的 1.0000%。本次权益变动后，公司控股股东博宏投资、恒诚 投资、博发投资及其一致行动人林一文先生合计的持股比 例由45.0000%变动至44.0000%。 | | 股票简称 | 本次权益变动不会导致公司控股股东及实际控制人 发生变化，不会影响公司的治理结构和持续经营。 永福股份 股票代码 300712 | ...

Group 1 - The stock of Yongfu Co., Ltd. closed down by 1.09% at a price of 29.09 yuan on January 27, with a total of 5 block trades amounting to 1.8755 million shares and a total transaction value of 46.8864 million yuan [1][2] - The first block trade was executed at a price of 25.00 yuan for 818,800 shares, totaling 20.4688 million yuan, with a discount rate of -14.06% [1] - The second block trade also occurred at 25.00 yuan for 300,000 shares, amounting to 7.5 million yuan, maintaining the same discount rate of -14.06% [1] - The third block trade involved 196,700 shares at the same price of 25.00 yuan, totaling 4.9176 million yuan, again with a discount rate of -14.06% [1] - The fourth block trade was for 455,100 shares at 25.00 yuan, totaling 11.3764 million yuan, with a consistent discount rate of -14.06% [2] - The fifth block trade involved 104,900 shares at 25.00 yuan, amounting to 2.6236 million yuan, also reflecting a discount rate of -14.06% [2] Group 2 - Over the past three months, Yongfu Co., Ltd. has recorded a total of 5 block trades with a cumulative transaction value of 46.8864 million yuan [2] - In the last 5 trading days, the stock has seen a cumulative decline of 0.61%, with a net outflow of main funds totaling 25.2074 million yuan [2]

Core Viewpoint - On January 27, Yongfu Co., Ltd. executed a block trade of 1.8755 million shares at a price of 25 yuan, representing a discount of 14.06% compared to the market closing price of 29.09 yuan, with a total transaction value of 46.8864 million yuan, accounting for 23.14% of the total trading volume for that day [1]. Group 1 - The block trade involved a total of 1.8755 million shares of Yongfu Co., Ltd. [1] - The transaction price was set at 25 yuan per share, which is significantly lower than the market closing price [1]. - The total value of the transaction reached 46.8864 million yuan, making up 23.14% of the total trading volume on that day [1]. Group 2 - The block trade was facilitated by multiple brokerage firms, including Donghai Securities and Bohai Securities [2]. - The largest single transaction volume was 81.88 thousand shares, with various other transactions contributing to the total [2]. - The trading activity indicates a significant interest in Yongfu Co., Ltd. shares at a discounted price [1][2].