| 基本信息 9 | 法律诉讼 经营风险 企业发展 知识产权 | | | 历史信息 | | --- | --- | --- | --- | --- | | 法定代表人 | 登记状态 存续 成立日期 游超 【关联企业 5. | | 2025-07-29 | | | | 实缴资本 注册资本 20000万元 | | | | | 组织机构代码 | MAERP8C4-4 工商注册号 330322000083158 纳税人识别号 | | 91330322MAERP8C44A | | | 企业类型 | 有限责任公司(自然人投资或控 营业期限 2025-07-29 至 9999-09-09 纳税人资质 = 股的法人独资) | | | | | 人员规模 | 参保人数 核准日期 | | 2025-07-29 | | | 所属地区 | 浙江省温州市洞头区 登记机关 温州市洞头区市场监督管理局 | | | | | 国标行业 | 制造业(C) 英文名 Haili Offshore Wind Power Equipment (Wenzhou) Co., Ltd. | | (自动翻译更新) | | | 注册地址 | 浙江省温州市洞头区元觉 ...

2)项目成本降低：一方面，自2024年6月以来欧洲央行已实施八次降息，欧洲海风融资利率不断降低； 另一方面，随着供应链与技术愈加成熟，欧洲海风开发成本已从2010年的5418美元/kW降低至2023年的 3138美元/kW，平准化度电成本(LCOE)已从2010年的0.205美元/kWh降低至2023年的0.067美元/kWh。随 着项目融资、开发成本持续降低，开发商对欧洲海风项目投资意愿得到增强。 智通财经APP获悉，光大证券发布研报称，根据WindEurope，2024年欧洲海风新增装机量为2.6GW，预 计2030年将达到11.8GW。此前俄乌冲突曾引发欧洲天然气危机，当前向可再生能源转型已成为欧洲各 国的战略共识，发展海上风电的重要性持续提高；随着项目融资、开发成本持续降低，开发商对欧洲海 风项目投资意愿得到增强；此外，欧洲多个国家通过行政手段设立政策目标、改革项目拍卖制度等，持 续推动海风加速发展。欧洲海风景气度持续提高，未来随着需求不断释放，国内积极布局欧洲市场的海 风企业有望充分受益。 光大证券主要观点如下： 受益于战略地位提高、项目成本降低、政策驱动等，欧洲海风建设迎来加速 根据WindEur ...

Group 1 - The establishment of Haili Offshore Wind Power Equipment (Wenzhou) Co., Ltd. has been officially registered with a legal representative named You Chao and a registered capital of 200 million RMB [1][3] - The company's business scope includes sales of offshore wind power related equipment, manufacturing of new energy prime mover equipment, and marine engineering equipment manufacturing and sales [1][3] - Haili Offshore Wind Power Equipment is wholly owned by Haili Wind Power (301155), indicating a strong backing from an established entity in the wind power sector [1][3] Group 2 - The company was registered on July 29, 2025, and is classified as a limited liability company with a focus on manufacturing in the transportation equipment sector [3] - The registered address is located in Wenzhou, Zhejiang Province, specifically at No. 88, Shajiao New Street, Yuanjue Street, Dongtou District [3] - The company is involved in various activities including the development of key supporting systems for marine engineering, sales of marine biological resource utilization equipment, and research and development of offshore wind power systems [3]

人民财讯7月31日电，企查查APP显示，近日，海力海上风电装备(温州)有限公司成立，注册资本2亿 元，经营范围包含：海洋工程平台装备制造；海洋能系统与设备销售；海洋能系统与设备制造；海洋工 程关键配套系统开发等。企查查股权穿透显示，该公司由海力风电（301155）全资持股。 ...

近期，上证指数突破3600点，水泥、钢铁、光伏等传统行业在"反内卷"催化下迎来爆发，也有算力、机 器人等新兴行业在技术突破下的轮动行情。伴随行情的回暖，多家外资公募也纷纷发声看好A股后续市 场表现。 桥水基金认为，未来中国股票宜适度增持，原因是政策支持和估值相对较低。贝莱德基金表示，今年以 来，中国股市、债市及外汇韧性都超预期，将继续看好中国股债双边行情。路博迈基金认为，股市上行 的条件已部分具备，市场等待更确定性的因素落地，三季度末到四季度更有望突破中枢。 投资快报记者从景顺全球最新发布的研究调查看到，国际投资机构对中国市场的兴趣明显回升。从国内 的外资公募持仓来看，公募排排网统计数据显示，二季度有6家进行了股票增持，其中路博迈基金、联 博基金在二季度的股票市值增长率分别高达491.66%、348.49%。 摩根大通基金持股超200亿，超5000万自购 数据显示，截至二季度末，摩根大通基金资产规模高达1989.01亿元，根据基金二季度报，旗下基金在 二季度持有186只标的，合计市值约为225.50亿元。 摩根大通基金二季度持股市值最多的20家公司，均在3亿以上。值得注意的是，自一季度末以来，仅4只 个股出现 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300850 | 新强联 | 33.38 | -2.08% | 13.33万 | | 4.46 Z | | 002487 | 大全車工 | 31.76 | -1.52% | 9.59万 | | 3.05亿 | | 300772 | 运达股份 | 12.89 | -1.38% | 15.89万 | | 2.03亿 | | 300185 | 通裕重丁 | 2.88 | -1.37% | 85.89万 | | 2.47亿 | | 300904 | 威力传动 | 53.84 | -1.14% | 1.67万 | | 9117.45万 | | 300690 | 双一科技 | 25.13 | -1.02% | 7.58万 | | 1.91亿 | | 300443 | 金雷股份 | 21.73 | -1.00% | 9.03万 | | 1.95亿 | | 601615 | 明阳智能 | 11.58 | -0.69% | 17.47万 | | 2. ...

Investment Rating - Industry Rating: Recommended [5] Core Insights - The humanoid robot industry is accelerating its layout both domestically and internationally, with significant breakthroughs expected in AI technology and cost reduction, leading to a strong demand for domestic core components [1][13][15] - The solid-state battery industry is progressing towards commercialization, driven by technological upgrades and the expansion of the supply chain, with companies expected to release new products and increase production capacity [2][18][19] - The photovoltaic industry is expected to return to an orderly competitive state due to the proposed price law amendments aimed at curbing "involution" competition, with upstream material prices rising and benefiting companies like JA Solar and Trina Solar [3][27][30] Summary by Sections Humanoid Robots - The industry is witnessing rapid advancements with major tech companies entering the market, leading to accelerated industrialization [1][14] - Domestic companies are expected to benefit significantly from the demand for localized core components [1][15] - Key players include Tesla, Unitree, and ByteDance, with significant product launches and production plans [14][17] New Energy Vehicles - The solid-state battery technology is identified as the next definitive direction for battery technology, with companies like Funeng Technology and Honeycomb Energy making strides in production [2][18][20] - The industry is experiencing rapid growth, with new models and technologies enhancing performance and reducing costs [20][21] - Companies with technological advantages and those expanding into new applications are expected to benefit [19][22] New Energy - The proposed price law amendments are set to improve market order and reduce excessive competition in the photovoltaic sector [3][26][27] - Upstream material prices are rising, which is expected to positively impact downstream component prices, creating rebound opportunities for companies like JA Solar and Trina Solar [27][30] - The industry is also seeing advancements in battery efficiency and production capabilities, with companies like Aiko Solar and LONGi Green Energy positioned to benefit [27][30] Power Equipment & AIDC - The demand for high-power density servers and cooling systems is expected to grow due to the rapid development of AI, benefiting the AIDC supply chain [8][19] - Companies involved in the production of power equipment and components for AI applications are likely to see increased demand [8][19]

Investment Rating - Industry Rating: Recommended [5] Core Insights - The report highlights the acceleration of humanoid robot production due to advancements in AI technology and domestic companies' efforts to replace core components, indicating a broad market opportunity [1][15] - The electric vehicle (EV) sector is entering a deep penetration phase, with new high-cost performance models expected to drive sales growth and stabilize the industry in the medium to long term [2][18] - The renewable energy sector is facing rising upstream raw material prices, which are expected to be passed down the supply chain, potentially leading to price rebounds for solar components [3][24] - The UK government's decision to relax AR7 offshore wind auction entry requirements is anticipated to boost investment enthusiasm and accelerate project implementation in the offshore wind sector [4][27] Summary by Sections Humanoid Robots - The launch of the new industrial humanoid robot Walker S2 by UBTECH enables 24/7 operation with a rapid battery swap system, indicating a significant technological breakthrough [1][15] - The report emphasizes the strong domestic demand for core components and the potential for domestic companies to benefit from this trend [1][15] - Key players in the humanoid robot supply chain are expected to see substantial opportunities as the industry matures [1][17] New Energy Vehicles - The report notes that the introduction of multiple new EV models is likely to enhance user experience and drive sales growth [2][18] - The EV industry is characterized by rapid growth, with new technologies and materials expected to improve performance and reduce costs [2][19] - The report identifies several investment opportunities within the EV supply chain, particularly in battery technology and related components [2][23] Renewable Energy - The report discusses the impact of rising prices for upstream materials like silicon, which are expected to lead to price increases for solar components [3][24] - It highlights the ongoing optimization of battery efficiency and the potential for companies with differentiated high-efficiency products to enhance profitability [3][26] - The report also notes the expected reduction in production from glass manufacturers, which could alleviate inventory and pricing pressures in the solar market [3][26] Offshore Wind Energy - The UK government's relaxation of AR7 offshore wind auction rules is seen as a positive signal for the global offshore wind industry, potentially increasing project participation [4][27] - The report anticipates that the extension of contract terms for difference agreements will further stimulate investment in offshore wind projects [4][28] - Key beneficiaries of this trend are expected to include leading domestic companies involved in offshore wind energy [4][28] Energy Storage - The introduction of capacity pricing policies for energy storage in Gansu province is expected to enhance the profitability of long-duration storage projects [8][31] - The report emphasizes the importance of energy storage in balancing renewable energy output and improving utilization rates [8][31] - Companies with technological advantages in energy storage are likely to be the first to benefit from these new policies [8][31]

（三）保障公司资产的安全、完整并有效发挥作用，防止毁损、浪费、盗窃 并降低减值损失； （四）确保公司信息披露的真实、准确、完整和公平； 江苏海力风电设备科技股份有限公司 内部控制制度 第一章 总则 第一条 为加强江苏海力风电设备科技股份有限公司（下称"公司"）内部控 制，促进公司规范运作和健康发展，保护投资者合法权益，根据《中华人民共和 国公司法》《中华人民共和国证券法》《企业内部控制基本规范》《深圳证券交 易所创业板股票上市规则》（以下简称"《创业板上市规则》"）《深圳证券交易 所上市公司自律监管指引第 2 号——创业板上市公司规范运作》（以下简称"《规 范运作》"）等法律法规以及《江苏海力风电设备科技股份有限公司章程》（以 下简称"《公司章程》"），结合公司的实际情况，制定本制度。 第二条 公司内部控制制度的目的： （一）保障国家法律、法规、规章及其他相关规定的贯彻落实； （二）保证所有业务活动均按照适当的授权进行，提高公司经营的效益及效 率，提升公司质量，增加对公司股东的回报； （五）防止、发现和纠正错误与舞弊，保证账面资产与实物资产核对相符。 第三条 公司董事会对公司内部控制制度的制定和有效执行负责。 ...

江苏海力风电设备科技股份有限公司 累积投票制工作制度 第一条 为进一步完善江苏海力风电设备科技股份有限公司（以下简称"公 司"）法人治理结构，规范公司选举董事的行为，维护公司中小股东的利益，切 实保障社会公众股东选择董事的权利，根据《中华人民共和国公司法》《上市公 司股东会规则》《上市公司治理准则》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 及其他法律法规和《江苏海力风电设备科技股份有限公司章程》（以下简称"《公 司章程》"）的规定，特制定本制度。 第二条 本制度所称累积投票制，是指公司股东会在选举两名及以上董事时， 股东所持的每一有效表决权股份拥有与该次股东会应选董事总人数相等的投票 权，股东拥有的投票权总数等于该股东持有股份数与应选董事总人数的乘积，并 可以集中使用，即股东可以用所有的投票权集中投票选举一位候选董事，也可以 将投票权分散行使、投票给数位候选董事，最后按得票的多少决定当选董事。 第三条 公司一次选举的董事仅为一名时，不适用累积投票制。 3、公司董事会秘书应当在每轮累积投票表决前，宣布每位股东的累计表决 票数，任何股东、公司 ...