证券代码：300772 证券简称：运达股份 公告编号：2026-008 运达能源科技集团股份有限公司 关于召开 2026 年第一次临时股东会的提示性公告 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。 2.股东会的召集人：董事会 3.本次会议的召集、召开符合《中华人民共和国公司法》《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、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4.会议时间： （1）现场会议时间：2026 年 3 月 2 日 13:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 3 月 2 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票 的具体时间为 2026 年 3 月 2 日 9:15 至 15:00 的任意时间。 5.会议的召开方式：现场表决与网络投票相结合。 6.会议的股权登记日：2026 年 2 月 24 日 7.出席对象： 经运达能源科技集团股份有限公司（ ...

2月26日，运达股份涨5.39%，截至发稿，报19.93元/股，成交1.85亿元，换手率1.36%，总市值156.82亿 元。 资料显示，运达能源科技集团股份有限公司位于浙江省杭州市西湖国际科技大厦A座18F，成立日期 2001年11月30日，上市日期2019年4月26日，公司主营业务涉及大型风力发电机组的研发、生产和销 售。主营业务收入构成为：风电机组87.54%，新能源EPC总承包6.36%，其他4.04%，发电收入2.06%。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益10.92%，同 类排名1308/5572；近一年收益32.69%，同类排名1845/4311；成立以来收益26.85%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年113天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 250.66%， 任职期间最差基金回报-15.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请 ...

近日，四川省发展和改革委员会发布《关于巴中通江洪口风电项目核准的批复》。根据批复，巴中通江洪口风电项目建设地点位于巴中市通江县洪口镇、 龙凤场镇和松溪乡境内。项目总装机容量20万千瓦，安装32台0.625万千瓦风力发电机组，同步新建1座220千伏升压站及场内集电线路，平均年发电量 38500万千瓦时，等效满负荷年利用小时数1925小时。 近日，四川省发展和改革委员会发布《关于巴中通江洪口风电项目核准的批复》。根据批复，巴中通江洪口风电项目建设地点位于巴中市通江县洪口镇、 龙凤场镇和松溪乡境内。项目总装机容量20万千瓦，安装32台0.625万千瓦风力发电机组，同步新建1座220千伏升压站及场内集电线路，平均年发电量 38500万千瓦时，等效满负荷年利用小时数1925小时。 项目总投资99529万元，建设工期18个月。项目单位为通江县久恒风力发电有限公司，该公司为运达股份旗下子公司。 项目总投资99529万元，建设工期18个月。项目单位为通江县久恒风力发电有限公司，该公司为运达股份旗下子公司。 ...

Core Viewpoint - The domestic wind power market in China continues to thrive in 2025, with significant growth in installed capacity and a clear differentiation between onshore and offshore wind development [3][4]. Group 1: Installed Capacity Growth - In 2025, China added 18,272 wind turbines, resulting in a new installed capacity of 130 million kilowatts, marking a historical high with a year-on-year growth of 49.9%, significantly surpassing the 9.6% growth in 2024 [3]. - Onshore wind power remains the dominant force, contributing 125 million kilowatts, which accounts for 95.8% of the total new installations, an increase of 2.3 percentage points from 2024 [3]. - Offshore wind power saw a decline in new installations, with a capacity of 5.56 million kilowatts, down 2.3% year-on-year, representing only 4.2% of the total new capacity [3]. Group 2: Technological Advancements - The average capacity of newly installed wind turbines in 2025 reached 7,160 kilowatts, reflecting an 18.3% increase year-on-year, driven by cost control and efficiency improvements post-grid parity [4]. - Onshore wind turbines had an average capacity of 7,069 kilowatts, up 20.1%, while offshore turbines saw a slight increase to 10,054 kilowatts, entering the mature stage of 10 MW+ models [5]. Group 3: Market Concentration - The number of wind turbine manufacturers with new installations decreased from 13 to 10, with the top seven companies accounting for 91.8% of the market share, indicating a strengthening of oligopoly effects in the industry [5]. - Goldwind Technology led the market with 25.9 million kilowatts, representing 19.8% of the total, followed by other major players like Envision Energy and Mingyang Smart Energy, forming a stable first tier with a combined share of 73.4% [5]. Group 4: Export Growth - In 2025, China exported 1,175 wind turbines with a total capacity of 7.734 million kilowatts, achieving a year-on-year growth of 48.9%, setting a new historical record [6]. - By the end of 2025, the cumulative export capacity reached 28.522 million kilowatts, with significant markets in developing countries such as Vietnam and Saudi Arabia [6]. - The export market is also dominated by leading companies, with Goldwind Technology accounting for 386.2 million kilowatts, representing nearly half of the total exports [6]. Group 5: Global Market Opportunities - The global wind power market is expected to see profound changes, with a forecast of 1.06 billion kilowatts of new installations by 2030, while many regions lack the local industry capabilities to meet this demand [7]. - Chinese wind power manufacturers are becoming key suppliers in emerging markets due to their competitive advantages in cost, delivery speed, and engineering capabilities [7]. - The strategy of Chinese wind power companies is shifting from mere product exports to establishing localized production and service bases in over 20 countries, including India and Germany [7][8].

Group 1 - The domestic wind power market in China is expected to maintain high prosperity in 2025, with a record new installed capacity of 130 million kilowatts, a year-on-year increase of 49.9% [1] - Onshore wind power remains the absolute mainstay of growth, accounting for 95.8% of new installations, while offshore wind power saw a decline in new capacity by 2.3% [1] - The increase in installed capacity is driven by developers pushing onshore projects ahead of policy adjustments, aiming for over 50% renewable energy in their generation assets by the end of 2025 [1] Group 2 - The average capacity of newly installed wind turbines in China reached 7160 kilowatts, an 18.3% year-on-year increase, reflecting a trend towards larger turbine sizes [2] - The number of wind turbine manufacturers with new installations decreased from 13 to 10, with the top seven companies accounting for 91.8% of the market share [2] - Goldwind Technology leads the market with 25.9 million kilowatts, representing 19.8% of the total, followed by other major players [2] Group 3 - The export of Chinese wind turbines reached a historical high with 1175 units and a capacity of 773.4 million kilowatts, a 48.9% increase year-on-year [3] - Major markets for exports include developing countries, with Goldwind Technology dominating the export market [3] - The global wind power market is undergoing significant changes, providing opportunities for Chinese companies to become key suppliers in emerging markets due to their competitive advantages [4] Group 4 - Chinese wind power companies are transitioning from product exports to localized production and service layouts in over 20 countries [4] - The industry is moving towards a "deep cultivation" phase, establishing localized operations rather than merely responding to orders [5] - The focus is on integrating global resources and adapting to local environments to serve the global market effectively [5]

Group 1 - The core viewpoint of the articles highlights the significant growth and transformation of China's wind power industry, particularly in its overseas expansion and local production capabilities [1][5] - In 2025, China's domestic wind power market is expected to maintain high prosperity, with a record installation of 1.3 million kilowatts, a year-on-year increase of 49.9%, significantly surpassing the 9.6% growth rate of 2024 [1] - The onshore wind power sector remains the dominant force in domestic growth, accounting for 95.8% of new installations, while offshore wind power faces challenges, with a 2.3% decline in new capacity [1] Group 2 - The trend towards larger wind turbine capacities is evident, with an average new installation capacity of 7160 kilowatts in 2025, reflecting an 18.3% year-on-year increase [2] - The concentration of the wind turbine manufacturing industry is increasing, with the number of companies with new installations decreasing from 13 to 10, and the top seven companies capturing 91.8% of the market share [2] - Leading companies such as Goldwind Technology, with 2590 megawatts and a 19.8% market share, dominate the sector, while smaller brands are rapidly exiting the market [2] Group 3 - The overseas market is becoming a crucial growth area for Chinese wind power companies, with a record export of 773.4 megawatts in 2025, a 48.9% increase year-on-year [3] - The export market is also led by major companies, with Goldwind Technology accounting for nearly 54% of offshore wind turbine exports [3] - The global wind energy market is undergoing significant structural changes, presenting opportunities for Chinese companies to leverage their competitive advantages in cost, delivery speed, and engineering capabilities [4] Group 4 - Chinese wind power companies are shifting from simple product exports to localized production and service layouts in over 20 countries, including India and Germany [5] - The industry is moving towards a "deep cultivation" phase, focusing on integrating global resources and adapting to local environments amid geopolitical uncertainties [5]

Group 1 - Hangzhou Saturn Power Technology Co., Ltd. has successfully exported a batch of cruising motorcycles and all-terrain vehicles to countries along the Belt and Road Initiative, including Austria and Malaysia [2] - The company, recognized as a national-level specialized and innovative "little giant," focuses on the research and manufacturing of large-displacement motorcycles and all-terrain vehicles, gradually establishing a foothold in the international market [2] - Due to customer customization demands, the company has shifted its import-export business model from general trade to processing trade, effectively reducing operational costs and allowing more resources to be allocated to research and production [2] - By 2025, the company's export volume to Belt and Road countries is expected to reach 390 million yuan, with a year-on-year increase of over 100% [2] Group 2 - Yunda Energy Technology Group Co., Ltd., a national-level "green factory" and high-tech enterprise, has successfully implemented its products in over 600 wind farms globally [2] - The company has capitalized on the low-carbon development trend and seized opportunities in emerging markets along the Belt and Road Initiative [2] - By 2025, the company is projected to export wind power products worth 1.48 billion yuan to Belt and Road countries, representing a year-on-year increase of over 10 times [3] Group 3 - The Qianjiang Customs has implemented a targeted support mechanism to address the challenges faced by companies in exporting large equipment, such as transportation and maintenance difficulties [3] - The customs has provided detailed explanations of national customs integration and transportation policies, optimizing logistics paths to significantly reduce transportation time and costs [3] - By 2025, the total import and export volume of Hangzhou City to Belt and Road countries is expected to reach 467.48 billion yuan, with a year-on-year growth of 10.5% [3]

2026年2月10日，运达股份在世界未来能源峰会（阿布扎比）亮相，展示了针对中东高温、强沙尘环境 定制的WD200-7700IW风电机组及智慧储能解决方案（如VoltPack集装箱和VoltBlock户外柜）。该机型 已应用于沙特延布等项目，并获多国能源部门关注。此次参展提升了公司在中东市场的品牌影响力，为 海外合作拓展奠定基础，可能对长期业务形成正面支撑。 经济观察网 近7天（2026年2月6日至2月12日），运达股份（300772）股价呈现波动上涨态势。区间累 计涨幅为5.33%，最高价达19.65元（2月11日），最低价为17.73元（2月6日）。具体来看，2月6日股价 上涨3.28%至18.59元，成交额3.59亿元；2月9日微涨0.65%至18.71元；2月10日上涨0.80%至18.86元；2 月11日继续上涨2.07%至19.25元，成交额1.92亿元；2月12日回调1.51%，收盘报18.96元。资金流向方 面，2月12日主力资金净流出910.04万元，但近5日整体表现强于大盘（上证指数涨1.46%）和行业（风 电设备板块跌0.36%）。 机构观点 近期事件 机构最新观点显示，运达股份综合目标 ...

Group 1: Photovoltaic Industry - The photovoltaic industry is experiencing a clear upward trend due to supply-side clearing and demand-side support, with expectations of profitability recovery in 2026 as inefficient companies exit the market and leading firms enhance efficiency through technological upgrades [1][14] - In 2025, China's photovoltaic industry saw a significant increase in installed capacity, reaching 315.07 GW, with a year-on-year growth rate of 13.67%, despite a slowdown in the second half of the year [14][16] - The introduction of policies aimed at preventing "involution" in the industry has led to a recovery in prices, with polysilicon prices rising over 50% from June to November 2025, indicating a shift towards a more rational pricing environment [22][29] Group 2: Wind Power Industry - The wind power industry is expected to benefit from a favorable supply-demand structure, with significant growth anticipated in offshore wind projects and exports, particularly in 2025 [1][3] - The domestic wind power market is projected to continue its growth trajectory, with offshore wind becoming a key focus area, supported by increasing demand for domestic and international markets [1][3] - Investment recommendations include focusing on leading manufacturers in the wind turbine sector and companies involved in high-barrier components such as submarine cables, which are expected to see increased demand [3][3] Group 3: New Energy Vehicles - The new energy vehicle sector in China is projected to achieve sales of 16.49 million units in 2025, reflecting a year-on-year growth of 28.2%, driven by stable market demand and improved product structures [2][3] - The industry is witnessing a recovery in profitability as supply-side chaos is effectively managed, with significant price increases in key materials like lithium hexafluorophosphate and vinyl carbonate [2][3] - The transition to a high-quality development phase is expected in 2026, supported by technological innovations and enhanced supply chain capabilities [2][3] Group 4: Lithium Battery Industry - The lithium battery industry is experiencing a recovery in profitability as inefficient production capacity is eliminated, with key materials seeing price increases and demand from new energy vehicles and energy storage continuing to rise [8][8] - Recommendations include focusing on leading companies in the battery and structural components sectors, which are expected to benefit from the industry's recovery [8][8] - The commercialization of solid-state batteries is accelerating, with several companies making significant progress in this area [8][8]

目前公司属于工业行业，主要产品类型为动力机械、发电机及附属设备、专业咨询服务，2024年报主营 构成为风电机组:81.33%;新能源电站开发转让:7.61%;新能源EPC总承包:5.46%;其他:4.19%;发电收 入:1.41%。 同壁财经讯，企查查数据显示，根据《华电广西能源（维权）有限公司相关招标项目工程广西华电象州 马坪25万千瓦风电场风力发电机组（含塔架）采购批次中标结果公示》，运达能源科技集团股份有限公 司于2026年2月11日公告中标象州华电能源有限公司采购项目，中标金额为5.49亿元。 相关上市公司：运达股份(300772.SZ) 同壁财经小贴士： 同壁财经讯，企查查数据显示，根据《华电广西能源（维权）有限公司相关招标项目工程广西华电象州 马坪25万千瓦风电场风力发电机组（含塔架）采购批次中标结果公示》，运达能源科技集团股份有限公 司于2026年2月11日公告中标象州华电能源有限公司采购项目，中标金额为5.49亿元。 相关上市公司：运达股份(300772.SZ) 同壁财经小贴士： 运达股份（300772.SZ）2024年营业收入为221.98亿元，营业收入增长率为18.54%，归属母公司净利润 ...