炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 10月21日，海锅股份收涨8.09%，收盘价为27.66元，发生2笔大宗交易，合计成交量32万股，成交金额 800万元。 第1笔成交价格为25.00元，成交20.00万股，成交金额500.00万元，溢价率为-9.62%，买方营业部为机构 专用，卖方营业部为东吴证券股份有限公司张家港杨舍证券营业部。 第2笔成交价格为25.00元，成交12.00万股，成交金额300.00万元，溢价率为-9.62%，买方营业部为机构 专用，卖方营业部为东吴证券股份有限公司张家港杨舍证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为800万元。该股近5个交易日累计上 涨6.75%，主力资金合计净流入111.16万元。 责任编辑：小浪快报 ...

截至发稿，徐林明累计任职时间16年27天，现任基金资产总规模16.18亿元，任职期间最佳基金回报 97.81%， 任职期间最差基金回报-43.03%。 喻银尤累计任职时间3年110天，现任基金资产总规模4.91亿元，任职期间最佳基金回报32.11%， 任职 期间最差基金回报-1.35%。 10月21日，海锅股份涨5.63%，截至发稿，报27.03元/股，成交9381.69万元，换手率4.33%，总市值 28.21亿元。 从基金十大重仓股角度 数据显示，华宝基金旗下1只基金重仓海锅股份。华宝量化选股混合发起式A（017715）二季度持有股 数1.58万股，占基金净值比例为1.48%，位居第二大重仓股。根据测算，今日浮盈赚取约2.28万元。 华宝量化选股混合发起式A（017715）成立日期2023年2月20日，最新规模2147.06万。今年以来收益 25.61%，同类排名3125/8162；近一年收益28.8%，同类排名2459/8024；成立以来收益33.86%。 华宝量化选股混合发起式A（017715）基金经理为徐林明、喻银尤。 资料显示，张家港海锅新能源装备股份有限公司位于江苏省张家港市南丰镇南丰村，成立日 ...

格隆汇10月13日丨海锅股份(301063.SZ)在投资者互动平台表示，公司目前直接出口美国的产品收入占 比较小，未对公司经营产生重大影响。公司将持续关注全球贸易环境的变化，确保公司经营稳健发展。 ...

格隆汇10月13日丨海锅股份(301063.SZ)在投资者互动平台表示，公司目前直接出口美国的产品收入占 比较小，未对公司经营产生重大影响。公司将持续关注全球贸易环境的变化，确保公司经营稳健发展。 ...

截至6月30日，海锅股份股东户数1.00万，较上期减少27.66%；人均流通股8141股，较上期增加 38.24%。2025年1月-6月，海锅股份实现营业收入9.46亿元，同比增长49.78%；归母净利润3386.48万 元，同比增长110.98%。 分红方面，海锅股份A股上市后累计派现5633.85万元。近三年，累计派现4370.25万元。 责任编辑：小浪快报 9月15日，海锅股份跌3.38%，成交额7072.51万元。两融数据显示，当日海锅股份获融资买入额692.03 万元，融资偿还1084.31万元，融资净买入-392.28万元。截至9月15日，海锅股份融资融券余额合计1.47 亿元。 融资方面，海锅股份当日融资买入692.03万元。当前融资余额1.47亿元，占流通市值的5.24%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，海锅股份9月15日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，张家港海锅新能源装备股份有限公司位于江苏省张家港市南丰镇南丰村，成立日期200 ...

张家港海锅新能源装备股份有限公司 证券代码：301063 证券简称：海锅股份 公告编号：2025-055 2、本次股东会不涉及变更前次股东会决议。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开的日期、时间 2025年第四次临时股东会决议公告 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。 特别提示： 1、本次股东会无否决议案的情形。 （1）现场会议时间：2025年9月12日（星期五）下午14:00 （2）网络投票时间： 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：2025年9月12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 系统投票的具体时间为：2025年9月12日上午9:15-下午15:00期间的任意时间。 2.会议地点：江苏省张家港市南丰镇金丰路11号公司会议室。 3.会议的召开方式：本次会议采取现场投票与网络投票相结合的方式召开。 4.股东会的召集人：公司董事会。 5.会议主持人：董事长盛天宇先生。 6.会议召开的合法、合规性：本次股东会的召集、召开符合有关法律、行政 法 ...

国浩律师（上海）事务所 关 于 张家港海锅新能源装备股份有限公司 2025 年第四次临时股东会 之 法律意见书 中国 上海 上海市静安区山西北路 99 号苏河湾中心 MT25-28 楼， 200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai, China, 200085 电话/Tel: +86 21 5234 1668 传真/Fax: +86 21 5234 3320 网址/Website: http://www.grandall.com.cn 2025 年 9 月 国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于张家港海锅新能源装备股份有限公司 2025 年第四次临时股东会之法律意见书 致：张家港海锅新能源装备股份有限公司 张家港海锅新能源装备股份有限公司（以下简称"公司"）2025 年第四次临 时股东会于 2025 年 9 月 12 日召开。国浩律师（上海）事务所（以下简称"本 所"）经公司聘请，委派律师对本次股东会进行见证，并根据《中华人民共和 国公司法》《中华人民共和国证券法》（以下简 ...

证券日报网讯海锅股份9月5日在互动平台回答投资者提问时表示，公司严格按照法律法规的相关规定， 在定期报告中披露对应时间点的股东信息。公司未来的经营情况请关注公司后续披露的定期报告。 （文章来源：证券日报） ...

Core Viewpoint - The wind power industry experienced significant growth in installed capacity in the first half of 2025, driven by a surge in demand, although profitability varied across different segments of the industry [1][2]. Summary by Sections Industry Performance - In the first half of 2025, the national wind power newly installed capacity reached 51.39 GW, a year-on-year increase of 98.9%, with onshore wind accounting for 48.90 GW and offshore wind for 2.49 GW [1]. - Despite strong revenue growth for many wind power companies, there was a notable divergence in performance across different segments, with wind turbine manufacturers seeing revenue increases but not corresponding profit growth [1][5]. Financial Results of Wind Turbine Manufacturers - Six major wind turbine manufacturers reported total revenues of 716.04 billion yuan, a significant increase, but net profits were only 15.99 billion yuan, indicating a stark performance disparity among companies [2]. - Goldwind Technology, as a leading turbine manufacturer, reported revenues of 285.37 billion yuan, up 41.26%, and net profits of 14.88 billion yuan, up 7.26% [2]. Component Manufacturers' Performance - In contrast to turbine manufacturers, most wind power component companies reported strong performance, benefiting from high demand and price increases [5]. - New Strong Union, a bearing manufacturer, achieved a revenue of 22.10 billion yuan, a year-on-year increase of 108.98%, and a net profit of 4.00 billion yuan, up 496.60% [5]. - Other component manufacturers like Haigang Co., Tongyu Heavy Industry, and Jinlei Co. also saw significant profit increases [5]. Market Trends and Future Outlook - The average bidding price for onshore wind turbines hit a low in early 2024 but began to recover, with the average price for the first half of 2025 at 1,496 yuan/kW, an 8% increase year-on-year [8]. - Companies like Sany Heavy Energy expect a noticeable improvement in profit margins due to rising bidding prices and a strong order backlog [9]. - As of June 30, 2025, Goldwind reported an order backlog of 51.81 GW, a 45.58% increase year-on-year, indicating robust future demand [9][10].

Core Viewpoint - The company has shown significant growth in revenue and net profit in the first half of 2025, driven by its strategic focus on both oil and gas equipment and wind power sectors [1][2]. Financial Performance - In the first half of 2025, the company achieved a revenue of 950 million yuan, a year-on-year increase of 49.8% [1]. - The net profit attributable to shareholders reached 33.865 million yuan, up 111% year-on-year, while the net profit after deducting non-recurring gains and losses was 29.444 million yuan, reflecting a 194.3% increase [1]. - The company's revenue grew from 650 million yuan in 2019 to 1.34 billion yuan in 2024, indicating a steady upward trend [1]. Business Segmentation - The company has diversified its revenue streams, with oil and gas equipment accounting for 34.4% and wind power equipment for 41.9% of total revenue in the first half of 2025 [1]. - In 2019, oil and gas equipment contributed 57.2% to total revenue, which decreased to 41.4% by 2024, while wind power equipment's share increased significantly [1]. Profitability Analysis - The gross margin for oil and gas equipment has remained relatively stable, fluctuating around 25%, but dropped to 21.1% in 2024 due to declining product order prices [2]. - The gross margin for wind power equipment fell from approximately 17% in 2019-2020 to -0.37% in 2024, leading to a significant decline in overall gross profit [2]. - In the first half of 2025, the gross margin for oil and gas equipment was 22.2%, while for wind power equipment it was 4.2% [2]. Market Outlook - The oil and gas industry is experiencing a recovery in exploration and development, which is expected to drive demand for high-value components [2]. - The wind power sector is benefiting from increasing market concentration and supportive domestic policies, contributing to stable growth in the gearbox market [2]. Earnings Forecast - The company is projected to have earnings per share (EPS) of 0.78 yuan, 1.06 yuan, and 1.39 yuan for the years 2025, 2026, and 2027, respectively [3]. - The company is expected to benefit from increased capital expenditure in deep-sea oil projects and the growing demand for high-end equipment in unconventional oil and gas resources [3]. - A target price of 32.86 yuan has been set based on a 31 times price-to-earnings ratio for 2026, with a "buy" rating recommended [3].