海力风电公告，第三季度营收为16.41亿元，同比增长134.73%；净利润为1.41亿元，同比增长 779.32%。前三季度营收为36.71亿元，同比增长246.01%；净利润为3.47亿元，同比增长299.36%。 ...

证券代码：301155 证券简称：海力风电 公告编号：2025-043 江苏海力风电设备科技股份有限公司 第三届董事会第十三次会议决议公告 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。 一、董事会会议召开情况 1、江苏海力风电设备科技股份有限公司（下文简称"公司"）第三届董事会 第十三次会议的会议通知于2025年10月21日以书面通知方式发出。 2、本次董事会于2025年10月27日在本公司会议室，以现场与视频会议表决 方式召开。 3、本次董事会应到董事8名，实到董事8名。 1、会议以 8 票同意，0 票弃权，0 票反对，审议通过了《2025 年第三季度 报告》 公司《2025 年第三季度报告》的编制程序、格式内容符合相关文件的规定； 报告内容真实、准确、完整地反映了公司的实际情况，不存在任何虚假记载、误 导性陈述或者重大遗漏。 本议案已经公司董事会审计委员会审议通过。 《 2025 年 第 三季 度 报 告 》（ 公 告编 号 ： 2025-044 ） 详 见巨 潮 资 讯网 （www.cninfo.com.cn）。 2、会议以 8 票同意，0 票弃权， ...

每经AI快讯，10月27日，海力风电（301155）(301155.SZ)公告称，公司发布2025年第三季度报告，第 三季度营收为16.41亿元，同比增长134.73%；净利润为1.41亿元，同比增长779.32%。前三季度营收为 36.71亿元，同比增长246.01%；净利润为3.47亿元，同比增长299.36%。业绩增长主要系销售规模增加 所致。 ...

Financial Performance - The company's operating revenue for Q3 reached ¥1,640,977,911.32, representing a 134.73% increase year-over-year[5] - Net profit attributable to shareholders was ¥141,496,133.13, a significant increase of 779.32% compared to the same period last year[5] - The basic earnings per share (EPS) for the quarter was ¥0.65, reflecting a 750.00% increase year-over-year[5] - Total operating revenue for the period reached ¥3,670,599,579.91, a significant increase from ¥1,060,840,474.21 in the previous period, representing a growth of approximately 245%[22] - Net profit for the period was ¥347,459,162.83, up from ¥85,454,456.45 in the previous period, indicating a growth of approximately 307%[22] - The net profit attributable to the parent company was approximately ¥346.65 million, compared to ¥86.80 million in the previous period, representing a significant increase[23] - The total comprehensive income amounted to ¥365.88 million, up from ¥118.74 million year-over-year[23] - Basic and diluted earnings per share were both ¥1.59, compared to ¥0.40 in the same period last year[23] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥10,214,717,542.75, up 7.29% from the end of the previous year[5] - The company's total assets as of September 30, 2025, were ¥10,214,717,542.75, compared to ¥9,520,243,704.13 at the end of the previous period, showing an increase of about 7.3%[21] - Current assets totaled ¥5,507,029,483.32, up from ¥5,013,461,586.07, marking an increase of approximately 9.8%[20] - Total liabilities increased to ¥4,222,195,508.48 from ¥3,874,033,962.17, reflecting a growth of about 8.9%[21] Cash Flow - Cash flow from operating activities showed a negative net amount of ¥568,250,623.28, reflecting a significant cash outflow[5] - Cash inflow from operating activities was approximately ¥1.94 billion, an increase from ¥1.25 billion in the previous year[26] - Cash outflow from operating activities totaled approximately ¥2.51 billion, compared to ¥1.28 billion in the previous period[26] - The net cash flow from operating activities was negative at approximately ¥568.25 million, worsening from a negative ¥26.57 million last year[26] - Cash inflow from financing activities was approximately ¥1.93 billion, compared to ¥1.14 billion in the previous year[27] - The net cash flow from financing activities increased to approximately ¥699.36 million, up from ¥464.10 million year-over-year[27] - The ending cash and cash equivalents balance was approximately ¥551.01 million, down from ¥856.35 million at the end of the previous period[27] Costs and Expenses - Operating costs for the period were ¥3,074,884,652.95, which is a 208.38% increase year-over-year, driven by higher sales volume[11] - Total operating costs amounted to ¥3,283,129,298.30, compared to ¥1,128,930,307.66 in the prior period, reflecting an increase of about 191%[22] - The company reported a 100.57% increase in cash paid for purchasing goods and services, totaling ¥2,158,241,140.69, compared to ¥1,076,039,920.29 in the previous year[14] - Cash paid for various taxes surged by 242.37% to ¥118,847,781.35, reflecting increased tax payments[14] - Research and development expenses increased by 46.02% to ¥30,365,231.83, indicating a focus on innovation[12] - Research and development expenses for the period were ¥30,365,231.83, compared to ¥20,795,691.07 in the previous period, reflecting an increase of approximately 46%[22] Shareholder Information - The total number of common shareholders at the end of the reporting period was 15,199, with the top 10 shareholders holding significant stakes[15] - The largest shareholder, Xu Shijun, holds 31.92% of the shares, amounting to 69,399,876 shares[15] - The total number of restricted shares at the end of the period was 94,133,135, with various shareholders having different lock-up conditions[17] Government Subsidies - The company received government subsidies amounting to ¥65,128,515.59, a 579.61% increase compared to the previous year[12] Cash and Cash Equivalents - The company's cash and cash equivalents were ¥587,432,321.86, down from ¥922,806,781.15, indicating a decrease of approximately 36.3%[20] - The net increase in cash and cash equivalents was -¥317,845,642.66, a decline of 177.66% compared to -¥114,472,195.90 in the previous year[14] Audit Status - The company has not yet audited the third-quarter financial report[28]

Market Overview - The A-share market experienced a significant rise on October 27, with the Shanghai Composite Index approaching the 4000-point mark, closing up 1.18%, while the Shenzhen Component Index rose by 1.51% and the ChiNext Index increased by 1.98% [3][12] - A total of 3361 stocks rose, with 63 hitting the daily limit, while 1862 stocks declined [4][5] Sector Performance - The storage chip sector saw a collective surge, with stocks like Zhaoyi Innovation and Demingli hitting the daily limit and reaching new highs [5][6] - The controllable nuclear fusion concept stocks were also active, with Dongfang Tantalum and Antai Technology experiencing significant gains [6][7] - CPO and computing hardware stocks maintained strong performance, with Huylv Ecological achieving a new high after four consecutive days of increases [7][8] International Market Influence - The Japanese and South Korean stock markets both rose over 2%, with the Nikkei 225 index surpassing the psychological barrier of 50,000 points, and the Seoul index breaking through 4000 points for the first time, marking a nearly 70% increase year-to-date [9][12] - Positive signals from Sino-U.S. trade negotiations contributed to the market's upward momentum, as both sides reached preliminary consensus on several key trade issues [12][13] - The expectation of a potential interest rate cut by the Federal Reserve also fueled market optimism, following the release of the U.S. Consumer Price Index (CPI) which came in below market expectations [14][15]

Market Overview - The wind power equipment sector experienced a decline of 1.71% on October 27, with Hai Li Wind Power leading the drop [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance - Notable gainers in the wind power equipment sector included: - Changyou Technology (301557) with a closing price of 96.80, up 7.22% and a trading volume of 18,500 shares, totaling 174 million yuan [1] - Hongde Co., Ltd. (301163) closed at 30.30, up 1.13% with a trading volume of 21,000 shares, totaling 6.29 million yuan [1] - Major decliners included: - Hai Li Wind Power (301155) which closed at 86.55, down 8.67% with a trading volume of 103,600 shares, totaling 907 million yuan [2] - Pangu Intelligent (301456) closed at 34.46, down 5.69% with a trading volume of 86,700 shares, totaling 302 million yuan [2] Capital Flow - The wind power equipment sector saw a net outflow of 813 million yuan from institutional investors, while retail investors contributed a net inflow of 446 million yuan [2] - The capital flow for specific stocks showed: - Changyou Technology had a net inflow of 8.87 million yuan from institutional investors, while retail investors had a net outflow of 10.82 million yuan [3] - Sany Heavy Energy (688349) experienced a net inflow of 5.99 million yuan from institutional investors, but a net outflow of 9.35 million yuan from retail investors [3]

Market Overview - The A-share market experienced a volatile upward trend, with the Shanghai Composite Index rising over 1% and approaching the 4000-point mark, reaching a ten-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.34 trillion yuan, an increase of 365.9 billion yuan compared to the previous trading day [1] Sector Performance - Storage chip concept stocks showed strong performance throughout the day, with companies like Demingli achieving consecutive gains and hitting new highs, while Jiangbolong and Xiangnong Chip Innovation also reached record levels [3] - Computing hardware concept stocks maintained their strength, with Huylv Ecological achieving four gains in six days and reaching a new high, while companies like Xinyisheng and Zhongji Xuchuang also hit historical highs [3] - The nuclear power sector was active, with Dongfang Tantalum achieving two gains in three days, and several stocks, including Antai Technology, hitting the daily limit [3] - Conversely, the wind power sector saw a collective decline, with Haili Wind Power experiencing a significant drop [3] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 1.18%, the Shenzhen Component Index increased by 1.51%, and the ChiNext Index gained 1.98% [3]

Investment Rating - The report maintains a "Buy" rating for key companies in the electric equipment and new energy sector, including Ningde Times, Kodali, and others, based on their strong growth potential and market positioning [7]. Core Insights - The electric equipment and new energy sector experienced a weekly increase of 4.90%, outperforming the Shanghai Composite Index, with lithium battery indices showing the highest growth at 7.05% [3]. - The report highlights the launch of multiple strategic new products by Ruipu Lanjun, covering energy storage, commercial vehicles, and passenger vehicles, showcasing the company's commitment to innovation and market expansion [4][11]. - In September, China's inverter exports reached 5.085 billion yuan, marking a year-on-year increase of 4.96%, driven by strong demand in markets like Australia [5][29]. - The total electricity consumption in China for September was 888.6 billion kWh, reflecting a year-on-year growth of 4.5%, with significant contributions from various industrial sectors [6][42]. Summary by Sections New Energy Vehicles - Ruipu Lanjun launched several strategic products in energy storage and vehicles, including a 6.25MWh energy storage system with a high efficiency of 35.5% and a 4C fast-charging battery for passenger vehicles [4][11]. - The company aims to leverage its parent company's resources and technological innovations to enhance its market position [11]. New Energy Generation - Inverter exports in September totaled 5.085 billion yuan, with a notable increase in the Australian market, which saw a year-on-year growth of 306% [5][29]. - The report also notes a significant increase in battery component exports, indicating robust demand in the international market [29]. Electric Equipment and Industrial Control - The total electricity consumption for the first nine months of 2025 reached 77,675 billion kWh, with a year-on-year growth of 4.6%, driven by industrial and residential demand [6][42]. - The report emphasizes the importance of digitalization and smart grid investments in the electric equipment sector, recommending companies involved in these areas [50][54]. Market Performance - The report indicates that the electric equipment and new energy sector is expected to continue its upward trend, supported by favorable policies and market demand [3][6].

Core Insights - The stock price of Haili Wind Power has increased by 80.16% year-to-date, with a recent rise of 10.86% over the last five trading days [2] - The company reported a significant revenue growth of 461.08% year-on-year for the first half of 2025, reaching 2.03 billion yuan, and a net profit increase of 90.61% [2] Company Overview - Haili Wind Power, established on August 18, 2009, and listed on November 24, 2021, is located in the Jiangsu province and specializes in the research, production, and sales of wind power equipment components [2] - The main revenue sources are: foundation piles (77.04%), wind power towers (14.38%), and other components (8.58%) [2] Stock Performance - As of October 24, the stock price was 95.88 yuan per share, with a market capitalization of 20.843 billion yuan [1] - The trading volume was 2.29 billion yuan, with a turnover rate of 1.97% [1] Capital Flow - The net inflow of main funds was 7.5883 million yuan, with large orders accounting for 22.64% of purchases and 18.63% of sales [1] Shareholder Information - As of September 10, the number of shareholders was 15,800, a decrease of 1.74%, while the average circulating shares per person increased by 1.77% to 7,821 shares [2] - The company has distributed a total of 237 million yuan in dividends since its A-share listing, with 41.3044 million yuan in the last three years [3]

Core Viewpoint - Haili Wind Power has seen a stock price increase of 1.83% to 93.99 CNY per share, with a total market capitalization of 20.433 billion CNY, and a cumulative increase of 8.67% over the past four days [1] Company Overview - Jiangsu Haili Wind Power Equipment Technology Co., Ltd. was established on August 18, 2009, and listed on November 24, 2021. The company is located in the Jiangsu Province and specializes in the research, production, and sales of wind power equipment components, agricultural machinery, port machinery, and environmental protection machinery [1] - The main revenue composition includes: 77.04% from foundations, 14.38% from wind power towers, 6.72% from guide frames, and 1.85% from other sources [1] Fund Holdings - Xiangcai Fund has a significant holding in Haili Wind Power through its fund, Xiangcai New Energy Quantitative Selection Mixed A (020779), which held 1,300 shares, accounting for 2.54% of the fund's net value, ranking as the sixth-largest holding [2] - The fund has achieved a year-to-date return of 34.85%, ranking 2061 out of 8159 in its category, and a one-year return of 25.18%, ranking 3002 out of 8030 [2] - The fund manager, Che Guanglu, has a tenure of 13 years and 240 days, with a total fund asset size of 818 million CNY, while the co-manager, Bao Jiamin, has a tenure of 1 year and 234 days, managing assets of 360 million CNY [2]