证券之星消息，2月2日风电设备板块较上一交易日下跌1.85%，海力风电领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601615 | 明阳智能 | 23.86 | 2.84% | 146.15万 | | 34.83 Z | | 600072 | 中船科技 | 11.73 | 2.18% | 46.61万 | | 5.56亿 | | 002531 | 天顺风能 | 7.98 | 1.40% | 0 90.88万 | | 7.37亿 | | 603507 | 振江股份 | 28.59 | 0.53% | 6.75万 | | 1.96/Z | | 300129 | 泰胜风能 | 13.70 | 0.07% | 63.27万 | | 8.75亿 | | 601218 | 吉鑫科技 | 5.41 | -0.55% | 30.89万 | | 1.69亿 | ...

Summary of Key Points from Conference Call Records Industry Overview - **Industry Focus**: The records primarily discuss the lithium battery, sodium battery, wind power, and photovoltaic sectors, highlighting recent developments and future expectations in these industries. Lithium Battery Sector - **National Capacity Pricing Policy**: The introduction of the national capacity pricing policy is expected to increase the Internal Rate of Return (IRR) for energy storage by over 3%, with more provinces likely to adopt energy storage solutions by 2026 [1] - **Lithium Battery Production**: In February, lithium battery production is projected to decrease by over 10%, indicating that the production season is not as weak as anticipated [1] - **Sodium Battery Testing**: Ningde has initiated winter testing with multiple automotive companies for sodium batteries, with expectations for mass production in Q2 [1] - **Investment Focus**: The preferred investment hierarchy includes energy storage cells (Penghui) > lithium iron phosphate cathodes > energy storage integration (Haibo) > separators (Enjie), copper, and aluminum foil (Nord and Dingsheng) [1] Sodium Battery Sector - **Lithium Carbonate Price Adjustment**: A new round of price increases for lithium carbonate is anticipated following adjustments, with strong downstream purchasing activity observed after recent price drops [2] - **Wind Power Sector Performance**: Recent performance forecasts for the wind power sector have largely fallen short of expectations due to a decline in Q4 shipments and year-end impairments, indicating a confirmed bottom for the main engine sector [2] - **Investment Recommendations**: Recommended stocks include Jinlei Co., Daikin Heavy Industries, and major engine manufacturers (Goldwind, SANY, Yunda, Mingyang) [2] Photovoltaic Sector - **Space Photovoltaics**: The application by SpaceX to deploy 1 million satellites to create a space data center reinforces the logic behind space photovoltaics [3] - **Cost Reduction in Battery Production**: The high silver prices and technological breakthroughs have led to an average cost reduction of over 0.15 CNY/W in copper-based batteries, indicating a potential explosion in the no-silver industrialization [3] - **Investment Focus**: The preferred investment hierarchy includes equipment manufacturers (Liancheng, Lap, Maiwei, Yujing) and battery materials (Bojian, Foster, Kaisheng, Juhua, Dike, Risheng, Junda) [3] AIDC (Artificial Intelligence Data Center) Sector - **New Bidding Opportunities**: The domestic supply chain is entering a new round of bidding, with ByteDance shifting its focus to high-voltage direct current solutions and Nvidia tightening certification for liquid cooling [3] - **Production Increase**: The production capacity of Yingwei's QD is expected to increase by 20 times in Q1, indicating a strong alignment with Nvidia's ecosystem [3]

电新周观点更新：好看太空光伏、储能、锂、钠电 锂电：全国容量电价政策落地，储能爆发确定 #周度变化：1）全国容量电价政策出台，预计储能IRR增加 3%以上，26年会有更多省份储能0-1；2）2月锂电排产 中枢环降10%+，排产淡季不淡；3）钠电宁德开启多个车企冬季测试，Q2有望批量出货。 电新周观点更新：好看太空光伏、储能、锂、钠电 锂电：全国容量电价政策落地，储能爆发确定 #周度变化：1）全国容量电价政策出台，预计储能IRR增加 3%以上，26年会有更多省份储能0-1；2）2月锂电排产 中枢环降10%+，排产淡季不淡；3）钠电宁德开启多个车企冬季测试，Q2有望批量出货。 看好环节排序：储能电芯（鹏辉）＞铁锂正极＞储能集成（海博）＞隔膜（恩捷）、铜铝箔（诺德、鼎胜）、 6F等。 #周度变化：风电板块业绩预告密集落地，受q4出货量下降和年底减值影响，业绩多数不及预期；其中主机板块低 价单已大幅出清，确定性底部已现，预计26Q1毛利率整体开启修复。 看好标的排序：首推金雷股份、大金重工以及主机（金风、三一、运达、明阳）；海风链—塔桩（泰胜、天 顺），海缆（东缆、中天），此外现阶段建议重点关注海力风电。 看好环节排 ...

电力设备及新能源周报 20260201 航空级固态电池实现量产，两部门加快建立可靠容量补偿机制 glmszqdatemark 本周（20260126-20260130）板块行情 电力设备与新能源板块：本周下跌 5.10%，涨跌幅排名第 30，弱于上证指数。本周锂 电池指数跌幅最小，核电指数跌幅最大。锂电池指数下跌 1.03%，风力发电指数下跌 2.49%，储能指数下跌 4.33%，新能源汽车指数下跌 4.72%，工控自动化指数下跌 5.55%，太阳能指数下跌 6.89%，核电指数下跌 8.96%。 新能源车：欣旺达正式披露航空级固态电池量产成果 欣旺达已实现航空级固态电池量产，产品线覆盖多场景需求。Gen1（320Wh/kg）面 向轻型无人机，具备高性价比；Gen2（380Wh/kg）适配载人 eVTOL，支持 10 分钟 快充与 320km 续航，并通过针刺等安全测试。公司采用自主研制的低成本固态电解 质，配合一体化温控系统，保障电池高安全性与航空级标准。 新能源发电：构建可靠容量补偿机制，推动电力系统高质量转型 国家发展改革委、国家能源局发布《关于完善发电侧容量电价机制的通知》（发改价格 〔2026〕11 ...

Investment Rating - The report maintains a "Recommended" rating for key companies in the electric equipment and new energy sector, including Ningde Times, Kodali, and others [6][7]. Core Insights - The electric equipment and new energy sector experienced a decline of 5.10% in the past week, underperforming the Shanghai Composite Index. The lithium battery index saw the smallest drop at 1.03%, while the nuclear power index faced the largest decline at 8.96% [1]. - A significant development is the mass production of aviation-grade solid-state batteries by XWANDA, which includes two product lines with energy densities of 320Wh/kg and 380Wh/kg, targeting various applications including eVTOLs [2][15]. - The National Development and Reform Commission and the National Energy Administration have announced a new capacity compensation mechanism for power generation, aiming to create a more market-oriented and unified system [3][37]. Summary by Sections New Energy Vehicles - XWANDA has achieved mass production of aviation-grade solid-state batteries, with Gen1 (320Wh/kg) for lightweight drones and Gen2 (380Wh/kg) for eVTOLs, featuring fast charging and high safety standards [2][15][19]. - The company plans to introduce Gen3 batteries with over 400Wh/kg energy density by 2026 and 500Wh/kg full solid-state batteries by 2027 [15][21]. New Energy Generation - The new capacity compensation mechanism expands the scope to include coal and gas power, as well as independent storage resources, promoting a more scientific and market-driven approach [3][38]. - The mechanism aims to unify compensation standards based on actual peak output capabilities rather than installed capacity, enhancing the reliability of power supply [38][39]. Electric Equipment and Industrial Control - Hunan Province plans to invest 45.2 billion yuan in 2026 to accelerate the construction of 24 key energy projects, including high-voltage transmission projects [4]. - The China Electric Power Research Institute has successfully scaled up the application of high-performance transformer protection technology in major power projects [4]. Commercial Aerospace - SpaceX is seeking to deploy a constellation of up to 1 million satellites to create an orbital AI data center, indicating a significant advancement in commercial aerospace [5]. Market Performance - The report highlights key companies to watch, including Ningde Times, Kodali, and others, as they navigate the current market dynamics [12].

经济观察网海力风电（301155）公告，预计2025年度净利润为3.27亿元–4亿元，同比增长 394.76%-504.71%。报告期内，海上风电行业整体呈现复苏态势，为公司发展提供了有利的外部环境。 同时，公司依托前瞻性产能布局，紧密对接市场需求，有效把握市场机遇，主营产品出货量与公司产能 利用率均实现同比增长，推动盈利能力的提升。 ...

证券代码：301155 证券简称：海力风电 公告编号：2026-002 江苏海力风电设备科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 环境。同时，公司依托前瞻性产能布局，紧密对接市场需求，有效把握市场机遇， 主营产品出货量与公司产能利用率均实现同比增长，推动盈利能力的提升。 四、其他相关说明 1、本次业绩预告数据是公司财务部门进行初步测算的结果，未经审计机构审 计。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 2、预计的业绩：预计净利润为正值且属于同向上升50%以上情形 | 项目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：32,709.58万元 – | 39,978.38万元 | 盈利： 6,611.20万元 | | | 比上年同期增长： | 394.76%-504.71% | | | 扣除非经常性损益 后的净利润 | 盈利：28,020.26万元 – | 34,246.99万元 | 盈 ...

证券代码：301155 证券简称：海力风电 公告编号：2026-003 江苏海力风电设备科技股份有限公司 关于 2025 年第四季度拟计提信用减值准备 及冲回资产减值准备的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 为真实、客观地反映江苏海力风电设备科技股份有限公司（以下简称"公司"） 的财务状况及资产价值，公司根据《企业会计准则》、《深圳证券交易所创业板 股票上市规则》、《深圳证券交易所创业板上市公司自律监管指南第1号——业务 办理》及公司会计政策的相关规定，现对2025年第四季度合并财务报表范围内可 能发生减值迹象的相关资产冲回并计提信用减值准备。现将具体情况公告如下： 一、计提信用减值准备及冲回资产减值准备情况概述 （一）计提信用减值准备及冲回资产减值准备的原因 根据《企业会计准则》及本公司会计政策的相关规定，本公司对2025年第四 季度合并范围内可能发生减值损失的各类资产进行了减值测试，对存在信用减值 损失及资产减值损失迹象的相关资产相应计提及冲回了减值准备。 （二）计提信用减值准备及冲回资产减值准备的资产范围和总金额 2025年第四季度各 ...

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！ 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为994.97万元。该股近5个交易日累 计上涨2.68%，主力资金合计净流出3049.43万元。 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。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月29日，海力风电收涨0.10%，收盘价为91.32元，发生1笔大宗交易，合计成交量12.83万股，成交金 额994.97万元。 第1笔成交价格为77.55元，成交12.83万股，成交金额994.97万元，溢价率为-15.08%，买方营业部为中 国银河证券股份有限公司北京金融街证券营业部，卖方营业部为华泰证券股份有限公司北京月坛南街证 券营业部。 ...

1月29日，海力风电大宗交易成交12.83万股，成交额994.97万元，占当日总成交额的2.82%，成交价77.55元，较市场收盘价 91.32元折价15.08%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交全额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2026-01-29 | 301155 | 海力风电 | 77.55 | 12.83 | | 994.97 中国银河证券股份 | 华泰证券股份有限 | | | | | | | | 有限公司北京金融 | 公司北京月坛南街 | | | | | | | | 街证券营业部 | 证券营业部 | ...