| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002202 | 金风科技 | 27.04 | -9.99% | 69.04万 | 18.67亿 | | 300129 | 泰胜风能 | 14.41 | -2.83% | 103.19万 | 15.36亿 | | 300850 | 新强联 | 45.36 | -1.82% | - 14.65万 | 6.68亿 | | 301557 | 常友科技 | 125.79 | -1.53% | 8085.0 | 1.02亿 | | 600072 | 中船科技 | 11.74 | -1.18% | 16.01万 | 1.88 Z | | 688349 | 三一重能 | 26.65 | -1.00% | 5.08万 | 1.36亿 | | 300443 | 金雷股份 | 29.69 | -0.84% | 7.17万 | 2.13亿 | | 301155 | 海力风电 | 85.60 | -0.81% | 5.15万 | 4.37亿 | | 002531 | 天顺 ...

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth percentages noted for New Qianglian, Pudong Development Bank, and Angel Yeast, indicating strong market confidence in these sectors [1][2]. - New Qianglian has a target price increase of 35.75%, with a highest target price set at 60.00 CNY, categorized under the wind power equipment industry [2]. - Pudong Development Bank shows a target price increase of 33.45%, with a highest target price of 15.00 CNY, classified in the joint-stock banking sector [2]. - Angel Yeast has a target price increase of 27.12%, with a highest target price of 55.55 CNY, belonging to the seasoning and fermentation products industry [2]. Group 2 - On January 14, a total of 17 listed companies received broker recommendations, with Dongpeng Beverage receiving the highest number of recommendations at 3, followed by Pudong Development Bank with 2 [3]. - Dongpeng Beverage's closing price was 264.68 CNY, and it is categorized in the beverage and dairy industry [3]. - Pudong Development Bank's closing price was 11.24 CNY, and it is classified under the joint-stock banking sector [3]. Group 3 - On January 14, two companies received their first coverage from brokers, with Lingge Technology rated "Overweight" and Helin Micro-Nano rated "Buy" by Huayuan Securities [4][5]. - Lingge Technology is categorized under specialized equipment, while Helin Micro-Nano is classified in the semiconductor industry [5].

Core Viewpoint - The company, Xinqianglian, provides a range of products including wind power main shaft bearings, yaw bearings, pitch bearings, offshore equipment crane slewing supports, shield machine bearings, and key components such as gearbox bearings and wind power locking discs [2]. Group 1 - The main products of the company include wind power main shaft bearings, yaw bearings, and pitch bearings [2]. - The company also manufactures offshore equipment crane slewing supports and shield machine bearings [2]. - Additional products include gearbox bearings, wind power locking discs, high-speed couplings, slewing support rolling elements, slewing support retainers, and industrial forgings [2].

证券日报网讯 1月13日，新强联在互动平台回答投资者提问时表示，公司重视市值管理工作，将继续专 注于主营业务的发展，提升核心竞争力，以持续稳健的经营回报投资者信任，同时加强信息披露的透明 度和及时性，积极与投资者沟通，增进市场对公司的了解和信心。 （文章来源：证券日报） ...

Group 1 - The stock price of Xin Qiang Lian has dropped by 4.67% to 42.49 CNY per share, with a total market capitalization of 17.595 billion CNY, and a cumulative decline of 5.93% over the last three days [1] - Xin Qiang Lian specializes in the research, production, and sales of large slewing bearings and industrial forgings, with wind power products accounting for 75.84% of its main business revenue [1] - The company was established on August 3, 2005, and went public on July 13, 2020 [1] Group 2 - Guoshou Anbao Fund holds 20,000 shares of Xin Qiang Lian in its Guoshou Anbao Stable Ji Mixed A fund, representing 1.09% of the fund's net value, ranking as the sixth largest holding [2] - The fund has experienced a floating loss of approximately 41,600 CNY today and a total floating loss of 53,600 CNY over the past three days [2] - Guoshou Anbao Stable Ji Mixed A fund was established on December 26, 2017, with a current scale of 73.628 million CNY and a year-to-date return of 1.63% [2] Group 3 - The fund manager Wu Wen has a tenure of 10 years and 82 days, with a total fund asset size of 11.284 billion CNY and a best return of 90.53% during his tenure [3] - The co-manager Xiong Liang has a tenure of 1 year and 182 days, managing assets of 95.8767 million CNY, with a best return of 31.66% during his tenure [3]

（文章来源：证券日报） 证券日报网讯 1月8日，新强联发布公告称，公司2026年第一次临时股东会审议通过《关于公司符合向 特定对象发行股票条件的议案》《关于公司2025年度向特定对象发行股票方案的议案》《关于公司2025 年度向特定对象发行股票预案的议案》等多项议案。 ...

回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2026-001 洛阳新强联回转支承股份有限公司 1、会议召开时间： （1）现场会议：2026 年 1 月 8 日（星期四）下午 15 时。 （2）网络投票：通过深圳证券交易所交易系统进行网络投票的具体时间为：2026 年 1 月 8 日上午 9:15-9:25，9:30-11:30，下午 13:00-15:00；通过深圳证券交易所互联网 投票系统进行网络投票的具体时间为：2026 年 1 月 8 日 9:15-15:00 的任意时间。 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。 特别提示： 1.本次股东会没有否决议案的情形。 2.本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 2026 年第一次临时股东会决议公告 2、现场会议地点：河南省洛阳市新安县经济技术开发区洛新园区樱云路 8 号 4 楼 会议室。 3、会议的召开方式：现场表决与网络投票相结合。 4、会议召集人：董事会 5、会议主持人：公司董事长肖争强先生 6、本次会议的召集、召开与表决程 ...

上海市广发律师事务所 关于洛阳新强联回转支承股份有限公司 2026 年第一次临时股东会的法律意见书 致：洛阳新强联回转支承股份有限公司 洛阳新强联回转支承股份有限公司（以下简称"公司"）2026 年第一次临时 股东会于 2026 年 1 月 8 日在河南省洛阳市新安县经济技术开发区洛新园区樱云 路 8 号 4 楼会议室召开。上海市广发律师事务所经公司聘请，委派李文婷律师、 陈雨兰律师出席现场会议，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》（以下简称"《股东会规则》"）等法律法规、其他规范 性文件以及《洛阳新强联回转支承股份有限公司章程》（以下简称"《公司章程》"） 的规定，就本次股东会的召集和召开程序、召集人及出席会议人员的资格、会议 议案、表决方式和表决程序、表决结果和会议决议等出具本法律意见书。 为出具本法律意见书，本所律师对本次股东会所涉及的有关事项进行了审查， 查阅了相关会议文件，并对有关问题进行了必要的核查和验证。 公司已向本所保证和承诺，公司向本所律师所提供的文件和所作的陈述和说 明是完整的、真实的和有效的，有关原件及其上面的签字和印章是真实的，且一 切足以影 ...

Group 1 - The core point of the news is the performance and market position of Xin Qiang Lian, which saw a stock price increase of 5.03% to 43.45 CNY per share, with a trading volume of 453 million CNY and a market capitalization of 17.992 billion CNY [1] - Xin Qiang Lian specializes in the research, production, and sales of large slewing bearings and industrial forgings, with its main business revenue composition being 75.84% from wind power products, 7.26% from locking discs, and smaller percentages from other categories [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in Xin Qiang Lian, with its Penghua New Energy Selected Mixed A fund reducing its holdings by 575,800 shares, now holding 619,700 shares, which represents 2.19% of the fund's net value [2] - The Penghua New Energy Selected Mixed A fund has achieved a return of 41.42% this year, ranking 1871 out of 8155 in its category, and has a total fund size of 607 million CNY [2]

Core Insights - The report emphasizes that the wind power sector is expected to break the cyclical pattern and maintain growth in 2026, driven by both onshore and offshore wind energy expansion globally, with a focus on green energy applications [10][12] - The report identifies four main investment themes for 2026: 1) Resonance of policies between China and Europe for offshore wind, 2) Green energy catalyzing non-electric utilization, 3) Profitability elasticity of major manufacturers, and 4) Sustained demand in the components sector [10][16] Group 1: Industry Overview - In 2025, the wind power sector faced cyclical pressures, but by the third quarter, the relative advantages of wind power became more pronounced due to policy impacts on the electricity market and non-electric utilization, leading to a projected double-digit growth in installed capacity for 2026 [10][20] - The report forecasts that installed capacity for onshore and offshore wind in 2026 will reach approximately 110 GW and 10 GW respectively, representing year-on-year growth of 10% and 25% [20][41] Group 2: Key Companies and Profitability Forecasts - The report highlights several key companies with investment ratings, including: - Goldwind Technology (002202.SZ) with a buy rating and projected EPS growth from 0.42 in 2024 to 1.16 in 2026 [7] - Dongfang Cable (603606.SH) also rated as buy, with EPS expected to rise from 1.47 in 2024 to 3.03 in 2026 [7] - New Strong Link (300850.SZ) rated as buy, with EPS projected to increase from 0.18 in 2024 to 2.92 in 2026 [7] - The profitability of major manufacturers is expected to improve significantly, with the average bidding price for main units increasing by 7.4% in 2025, and a high proportion of high-price orders expected to continue into 2026 [10][13] Group 3: Offshore Wind Development - The report notes that both Europe and China are emerging from a low point in offshore wind development, with a significant increase in project approvals and construction expected to drive growth in 2026 [10][56] - The offshore wind policy in China is evolving, with a focus on deep-sea technology and a significant number of projects expected to be initiated, which will enhance demand for high-voltage cables and other components [10][56] Group 4: Component Sector Dynamics - The demand for wind turbine components is projected to remain strong, with expectations of over 20,000 turbines needed annually during the "14th Five-Year Plan" period, indicating a recovery from previous supply chain constraints [10][44] - The report suggests that component manufacturers will benefit from increased capacity utilization and the introduction of new technologies, with specific companies recommended for investment, including New Strong Link and Delijia [10][13]