格隆汇8月8日丨运达股份(300772.SZ)公布，为拓宽公司融资渠道，优化债务结构，降低融资成本，公 司拟于境内注册发行面值总额不超过人民币25亿元的可续期公司债券。本次发行可续期公司债券事项尚 需提交公司股东大会审议，并需经监管机构审核或注册后方可实施。 ...

证券代码：300772 证券简称：运达股份 公告编号：2025-062 运达能源科技集团股份有限公司 关于拟公开发行可续期公司债券的公告 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。 运达能源科技集团股份有限公司（以下简称"公司"）于 2025 年 8 月 8 日召 开第五届董事会第三十二次会议审议通过了《关于注册发行可续期公司债券的议 案》，为拓宽公司融资渠道，优化债务结构，降低融资成本，公司拟于境内注册 发行面值总额不超过人民币 25 亿元的可续期公司债券。本次发行可续期公司债 券事项尚需提交公司股东大会审议，并需经监管机构审核或注册后方可实施。现 将发行可续期公司债券的具体方案和相关事宜公告如下： 1. 发行方式及对象 本次可续期公司债券采用在交易所面向专业投资者公开发行的方式发行，可 一次性或分期发行。 2. 发行规模 本次可续期公司债券的注册规模为不超过人民币 25 亿元（含 25 亿元）。每 期具体发行规模可根据资金需求情况和市场情况，在上述范围内确定。 3. 票面金额 本次可续期公司债券每张面值为 100 元。 4. 承销方式及上市交易场所 本 ...

证券代码：300772 证券简称：运达股份 公告编号：2025-060 运达能源科技集团股份有限公司 （一）逐项审议《关于注册发行可续期公司债券的议案》。 为拓宽公司融资渠道，优化债务结构，降低融资成本，公司拟于境内注册发行面值 总额不超过人民币 25 亿元的可续期公司债券，具体如下： 1. 发行方式及对象 第五届董事会第三十二次会议决议公告 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。 一、董事会会议召开情况 运达能源科技集团股份有限公司（以下简称"公司"）第五届董事会第三十二次会 议于 2025 年 8 月 8 日以现场结合在线方式召开，会议通知及会议资料于 2025 年 8 月 4 日以传真、电子邮件或专人送达等方式送达各位董事。公司全体董事参加了会议，会议 由董事长陈棋先生主持。本次会议召开和表决符合《公司法》和《公司章程》的规定。 二、董事会会议审议情况 与会董事审议并一致通过了以下议案： 本次可续期公司债券采用在交易所面向专业投资者公开发行的方式发行，可一次性 或分期发行。 表决情况：同意 7 票，反对 0 票，弃权 0 票。 2. 发行规模 本 ...

证券代码：300772 证券简称：运达股份 公告编号：2025-061 运达能源科技集团股份有限公司 第五届监事会第二十七次会议决议公告 本公司及监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。 一、监事会会议召开情况 运达能源科技集团股份有限公司（以下简称"公司"）第五届监事会第二十 七次会议于 2025 年 8 月 8 日以现场结合在线方式召开，会议通知及会议资料于 2025 年 8 月 4 日以直接送达或电子邮件形式送达各位监事。公司全体监事参加 了会议，本次会议由监事会主席张荣三先生主持，本次会议召开和表决符合《公 司法》和《公司章程》的规定。 二、监事会会议审议情况 与会监事审议并一致通过了以下议案： （一）逐项审议《关于注册发行可续期公司债券的议案》。 为拓宽公司融资渠道，优化债务结构，降低融资成本，公司拟于境内注册发 行面值总额不超过人民币 25 亿元的可续期公司债券，具体如下： 1. 发行方式及对象 本次可续期公司债券的注册规模为不超过人民币 25 亿元（含 25 亿元）。每 期具体发行规模可根据资金需求情况和市场情况，在上述范围内确定。 表决情况：同意 ...

Group 1 - Wind power equipment experienced significant price increases, with Electric Wind Power reaching a new high during trading [1] - Feiwo Technology saw a 20% limit-up increase, indicating strong market interest [1] - Other companies such as Yunda Co., China Shipbuilding Technology, Zhenjiang Co., Taisheng Wind Energy, and Tianneng Heavy Industry also experienced upward movement in their stock prices [1]

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]

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].

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 ...