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： 证券代码：300772 证券简称：运达股份 公告编号：2025-059 运达能源科技集团股份有限公司 关于部分限制性股票回购注销完成的公告 1、本次回购注销涉及激励对象4名，回购注销的限售股票数量为81,600股， 占公司回购前总股本的0.0104%，回购价格为4.5588元/股，回购金额为371,994 元。 2、公司于2025年8月6日在中国证券登记结算有限责任公司深圳分公司完成 回购注销手续。 3、本次限制性股票回购注销完成后，公司总股本由786,929,305股减少至 786,847,705股。 运达能源科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日 召开第五届董事会第二十九次会议、第五届监事会第二十四次会议，并于 2025 年 5 月 16 日召开 2024 年年度股东大会，审议通过了《关于回购注销部分 2020 年限制性股票激励计划已获授但尚未解除限售的限制性股票和调整回购价格的 议案》，同意公司将已获授但尚未解除限售的 81,600 股限制性股票进行回购注 销。 ...

Investment Rating - The report maintains a "Buy" rating for several companies including Jin Feng Technology, Daikin Heavy Industries, and Yun Da Co., while recommending "Hold" for others like Tai Sheng Wind Energy and Jin Lei Co. [1][4] Core Insights - The report highlights a significant increase in offshore wind power grid connections, with a year-on-year growth of 200% in the first half of 2025, indicating a positive trend in the industry [2][3][4] - The National Development and Reform Commission emphasizes the need to eliminate "involution" competition and promote reforms in the bidding system, which is expected to stabilize and potentially increase wind turbine prices [2][4] - The report notes that the wind power sector is experiencing accelerated construction and a strong demand for large-scale products, which is expected to enhance profitability for key players [4][7] Industry Dynamics - The report outlines that in the first half of 2025, the total installed capacity of wind power reached 572.60 million kW, with a year-on-year increase of 22.70% [25][30] - The total new installed capacity for wind power in the first half of 2025 was 51.39 GW, representing a 98.88% increase compared to the same period in 2024 [25][28] - The average bidding price for offshore wind turbines has shown a downward trend, currently averaging 3266.17 yuan/kW [3][53] Market Performance - The wind power equipment index reported a TTM price-to-earnings ratio of 33.17 and a market-to-book ratio of 1.69 [14][21] - The wind power equipment sector outperformed the broader market, with a weekly increase of 1.86%, ranking 12th among 124 sub-sectors [14][17] Company Performance - Key companies such as Jin Feng Technology and Yun Da Co. are highlighted for their strong market positions and expected benefits from the ongoing industry trends [4][7] - The report identifies specific companies for investment based on their market advantages and growth potential, including Daikin Heavy Industries and Tai Sheng Wind Energy [7]

Core Insights - The establishment of a 16+ megawatt floating wind turbine by Goldwind Technology in Wenzhou marks a significant advancement in offshore wind power technology, with the unit expected to be shipped by the end of August [1] - Wenzhou is positioning itself as a leader in offshore wind power, leveraging its extensive marine resources and favorable environmental conditions to support the development of a robust offshore wind power industry [1][3] - The city has implemented a supply chain strategy to attract leading enterprises in the wind power sector, resulting in substantial investments and growth in energy and manufacturing sectors [2] Group 1 - The first 16+ megawatt floating wind turbine, weighing over 500 tons and made with carbon fiber materials, is set to enhance Wenzhou's capabilities in offshore wind power [1] - Wenzhou's marine area exceeds 8,600 square kilometers, with an average wind speed of over 7.5 meters per second, ensuring high efficiency for offshore wind projects [1] - The city aims to create a trillion-yuan offshore wind power industry cluster by integrating resources and attracting leading companies [1] Group 2 - Wenzhou has attracted major wind power companies such as Goldwind, Yunda, and Envision, which have stimulated local supply chains and investment growth [2] - The establishment of the National Wind Power Technology Innovation Center in Wenzhou will support technological advancements in offshore wind power and foster collaboration between universities and enterprises [2] - Wenzhou has planned over 17 offshore wind power projects with a total capacity exceeding 20 million kilowatts, accounting for over 50% of the province's capacity [3] Group 3 - The city is developing a deep-sea wind power hub with integrated functions for assembly, core component manufacturing, and operational services, aiming to support a 2 million kilowatt demonstration project by the end of the year [3] - By 2030, Wenzhou plans to establish a comprehensive deep-sea wind power hub with an installed capacity exceeding 5 million kilowatts and an industry output value of over 100 billion yuan [3]

证券之星消息，根据天眼查APP数据整理，近日，广东省北部湾海上风电发展有限公司成立，法定代表 人为姚立鑫，注册资本100000万元，经营范围包含：许可项目：发电业务、输电业务、供(配)电业务； 水产养殖。(依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批 准文件或许可证件为准)一般项目：发电技术服务；风力发电技术服务；太阳能发电技术服务；储能技 术服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；非居住房地产租赁。(除 依法须经批准的项目外，凭营业执照依法自主开展经营活动)。天眼查APP股权穿透显示，该公司由运 达股份、广州工控产业园发展集团有限公司、广东省风力发电有限公司等共同持股。 数据来源：天眼查APP ...

格隆汇7月30日丨运达股份(300772.SZ)于投资者互动平台表示，公司已在东南亚、东欧、中亚、中东、 南美等区域获取订单，具体内容请以公司在证券时报和巨潮资讯网等指定媒体发布的信息为准。 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the wind power sector, including Jin Feng Technology, Daikin Heavy Industries, and Yunda Co., Ltd. [1][4] Core Insights - The wind power sector has seen significant growth, with 51.39 GW of new wind power installations in the first half of 2025, representing a year-on-year increase of 98.88% compared to the same period in 2024 [2][27]. - The report highlights the rising prices of key raw materials, including medium-thick plates, rebar, and casting pig iron, which may impact overall costs in the industry [2][37]. - The report notes a shift in the market dynamics with the introduction of new pricing mechanisms for renewable energy in Liaoning Province, which could influence future project developments [2][13]. Summary by Sections 1. Industry Dynamics - Liaoning Province has released proposals for market-oriented pricing reforms for renewable energy, which include a mechanism price of 0.3749 yuan/kWh for existing projects [2][13]. - The wind power sector has experienced fluctuations in stock performance, with notable gains from companies like Shangwei New Materials and Electric Wind Power, while Jin Feng Technology and others faced declines [2][20]. 2. Wind Power Market Review - The wind power equipment index has a TTM price-to-earnings ratio of 32.75 and a market-to-book ratio of 1.67 [3][17]. - The report indicates that the wind power equipment sector underperformed compared to the broader market indices, with a weekly increase of only 1.24% [3][17]. 3. Macro Data and Wind Power Industry Tracking - The GDP for the first half of 2025 was reported at 66.05 trillion yuan, reflecting a growth of 5.3% year-on-year [3][28]. - The total electricity consumption in the first half of 2025 was 48,418 billion kWh, marking a 3.7% increase from the previous year [3][25]. 4. Investment Recommendations - The report suggests that with the acceleration of wind power construction in coastal provinces, the sector is expected to outperform the broader market [4].

来源：金融界 运达股份最新一期业绩显示，截至2025一季报，公司营业总收入40.10亿元、同比增长6.88%，归属净利 润5879.15万元，同比减少16.80%，扣非净利润4545.85万元，同比增长13.79%，流动比率0.950、速动比 率0.719、资产负债率84.00%。 天眼查商业履历信息显示，运达能源科技集团股份有限公司，成立于2001年，位于杭州市，是一家以从 事电力、热力生产和供应业为主的企业。企业注册资本78692.9305万人民币，实缴资本70993.8355万人 民币。公司法定代表人为陈棋。 通过天眼查大数据分析，运达能源科技集团股份有限公司共对外投资了240家企业，参与招投标项目 4356次，知识产权方面有商标信息79条，专利信息1199条，此外企业还拥有行政许可203个。 金融界消息 截至2025年7月29日收盘，运达股份（300772）报收于12.89元，下跌1.38%，换手率 2.28%，成交量15.89万手，成交金额2.03亿元。 资金流向方面，今日主力资金净流出1627.43万元，占比成交额8.0%。其中，超大单净流出506.70万 元、占成交额2.49%，大单净流出112 ...

（文章来源：证券日报） 证券日报网讯 7月29日晚间，运达股份发布公告称，公司2025年第一次临时股东大会审议通过了《关于 聘任公司2025年度审计机构的议案》。 ...

上海市锦天城律师事务所 关于运达能源科技集团股份有限公司 2025 年第一次临时股东大会的 锦 天 城 律师事务 所 ALL BRIGHT LAW OFFICES 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 传真: 021-20511999 电话: 021-20511000 邮编: 200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于运达能源科技集团股份有限公司 法律意见书 2025 年第一次临时股东大会的 法律意见书 致：运达能源科技集团股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受运达能源科技集团股份 有限公司（以下简称"公司"或"运达股份"）委托，就公司召开 2025 年第一 次临时股东大会（以下简称"本次股东大会"）的有关事宜，根据《中华人民共 和国公司法》（以下简称《公司法》）、《上市公司股东会规则》等法律、法规、 规章和其他规范性文件以及《运达能源科技集团股份有限公司章程》（以下简称 《公司章程》）的有关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律 ...

证券代码：300772 证券简称：运达股份 公告编号：2025-058 运达能源科技集团股份有限公司 2025 年第一次临时股东大会决议公告 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 （一）股东出席的总体情况 1、 本次股东大会不存在否决议案的情形。 2、 本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 1、 召开时间：2025 年 7 月 29 日（星期二）13:30 2、 召开地点：浙江省杭州市文二路 391 号西湖国际科技大厦 A 座 23 楼会 议室 3、 召开方式：现场结合网络 4、 召集人：董事会 5、 主持人：陈棋先生 6、 本次会议的召集、召开符合《公司法》《上市公司股东会规则》《深圳证 券交易所创业板股票上市规则》等有关法律、行政法规、部门规章、规范性文件 和《公司章程》的有关规定。 二、会议出席情况 参加本次股东大会现场会议和网络投票表决的股东及股东代理人共 239 人， 代表有表决权的公司股份数合计为 391,102,586 股，占公司有表决权股份总数 786,929,305 股的 49.6998 ...