Core Viewpoint - Haili Wind Power has seen a significant stock price increase of 5.37% on September 29, reaching 97.87 CNY per share, with a total market capitalization of 21.276 billion CNY, indicating a cumulative increase of 6.45% 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 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 of the company 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 - According to data, one fund under ICBC Credit Suisse holds Haili Wind Power as a significant position. The ICBC Lingdong Value Mixed A Fund (010744) held 161,900 shares in the second quarter, accounting for 2.13% of the fund's net value, ranking as the eighth largest holding [2] - The fund has generated a floating profit of approximately 807,900 CNY today and 911,500 CNY during the four-day increase [2] - The ICBC Lingdong Value Mixed A Fund was established on December 25, 2020, with a current size of 498 million CNY and a year-to-date return of 20.4%, ranking 4365 out of 8244 in its category [2]

Investment Rating - The report maintains a "Buy" rating for key companies in the electric equipment and new energy sector, including CATL, Keda, and others, indicating a positive outlook for the industry [5]. Core Insights - The electric equipment and new energy sector saw a weekly increase of 3.86%, outperforming the Shanghai Composite Index, which rose by 0.21% [1]. - In August, the total electricity consumption in China exceeded 1 trillion kWh, marking a year-on-year growth of 5.0% [4]. - The report highlights the launch of new electric vehicles, including the AITO Wenjie M7 and H5, which offer various configurations and competitive pricing [2][10]. - Solar power generation capacity increased by 230.61 GW year-on-year, although August saw a month-on-month decline in new installations [3][37]. Summary by Sections New Energy Vehicles - The AITO Wenjie M7 was launched on September 23, 2025, with 12 configurations and a price range of 279,800 to 379,800 CNY, featuring both range-extended and pure electric versions [2][10]. - The H5 model was also launched, priced between 159,800 and 199,800 CNY, offering similar powertrain options [2][12]. New Energy Generation - As of August 2025, the solar power generation capacity added 230.61 GW, a 64.73% increase year-on-year, but the monthly addition in August was 7.36 GW, down 55.29% year-on-year [3][37]. - The report notes a slight increase in inverter exports, with a total of 434.02 billion CNY from January to August 2025, reflecting a 7.85% year-on-year growth [30][31]. Electric Equipment and Industrial Control - Total electricity consumption in August reached 1,015.4 billion kWh, with a cumulative total of 6,878.8 billion kWh from January to August, representing a 4.6% year-on-year increase [4]. - The report emphasizes the importance of key companies such as CATL, Keda, and others in driving growth within the sector [4][5]. Weekly Market Performance - The electric equipment and new energy sector outperformed the broader market, with significant trading volumes reported [1][4]. - Key companies to watch include CATL, Keda, and others, which are expected to benefit from ongoing industry trends [4][5].

数据显示，华富基金旗下1只基金重仓海力风电。华富新能源股票型发起式A（012445）二季度持有股 数21万股，占基金净值比例为2.82%，位居第八大重仓股。根据测算，今日浮盈赚取约97.23万元。连续 3天上涨期间浮盈赚取84.42万元。 华富新能源股票型发起式A（012445）成立日期2021年6月29日，最新规模2.52亿。今年以来收益 57.92%，同类排名390/4220；近一年收益75.95%，同类排名1008/3824；成立以来收益11.08%。 华富新能源股票型发起式A（012445）基金经理为沈成。 9月26日，海力风电涨5.07%，截至发稿，报95.90元/股，成交2.37亿元，换手率2.04%，总市值208.48亿 元。海力风电股价已经连续3天上涨，区间累计涨幅4.61%。 资料显示，江苏海力风电设备科技股份有限公司位于江苏省如东经济开发区金沙江路北侧、井冈山路东 侧，成立日期2009年8月18日，上市日期2021年11月24日，公司主营业务涉及国家产业政策允许的风力 发电设备的零部件研发、生产、销售;农业机械、港口机械、环保机械生产、销售;钢结构、机电设备安 装;钢材销售。(依法须经批准 ...

9月25日，海力风电涨1.92%，成交额3.97亿元。两融数据显示，当日海力风电获融资买入额3726.58万 元，融资偿还3689.66万元，融资净买入36.92万元。截至9月25日，海力风电融资融券余额合计1.87亿 元。 资料显示，江苏海力风电设备科技股份有限公司位于江苏省如东经济开发区金沙江路北侧、井冈山路东 侧，成立日期2009年8月18日，上市日期2021年11月24日，公司主营业务涉及国家产业政策允许的风力 发电设备的零部件研发、生产、销售;农业机械、港口机械、环保机械生产、销售;钢结构、机电设备安 装;钢材销售。(依法须经批准的项目,经相关部门批准后方可开展经营活动)。主营业务收入构成为：桩 基77.04%，风电塔筒14.38%，导管架6.72%，其他(补充)1.85%。 截至9月10日，海力风电股东户数1.58万，较上期减少1.74%；人均流通股7821股，较上期增加1.77%。 2025年1月-6月，海力风电实现营业收入20.30亿元，同比增长461.08%；归母净利润2.05亿元，同比增长 90.61%。 分红方面，海力风电A股上市后累计派现2.37亿元。近三年，累计派现4130.44万元 ...

Group 1 - Wind power equipment sector increased by 1.78% on September 25, with Jixin Technology leading the gains [1] - Shanghai Composite Index closed at 3853.3, down 0.01%, while Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Jixin Technology's stock price rose by 10.04% to 5.15, with a trading volume of 520,900 shares [1] Group 2 - The wind power equipment sector saw a net inflow of 165 million yuan from institutional investors, while retail investors experienced a net outflow of 120 million yuan [2][3] - Jixin Technology had a net inflow of 129 million yuan from institutional investors, accounting for 48.67% of its trading volume [3] - Other notable stocks included Yunda Co. with a 5.12% increase and Goldwind Technology with a 4.92% increase [1]

Group 1 - Wind power equipment sector increased by 2.84% on September 24, with Zhonghuan Hailu leading the gains [1] - Shanghai Composite Index closed at 3853.64, up 0.83%, while Shenzhen Component Index closed at 13356.14, up 1.8% [1] - Key stocks in the wind power equipment sector showed significant price increases, with Zhonghuan Hailu rising by 5.63% to 22.52 and Daqian Heavy Industry increasing by 4.23% to 46.08 [1] Group 2 - The wind power equipment sector saw a net inflow of 98.62 million yuan from main funds, while retail investors experienced a net outflow of 41.83 million yuan [2][3] - Major stocks like Mingyang Smart Energy and Jinfeng Technology also experienced notable trading volumes, with Mingyang Smart Energy trading 610,000 shares and Jinfeng Technology trading 943,900 shares [1][2] - The data indicates a mixed sentiment among different investor types, with main funds showing interest while retail investors were net sellers [3]

证券日报网讯 9月23日晚间，海力风电发布公告称，公司于2025年9月5日召开了第三届董事会第十二次 会议，于2025年9月22日召开了2025年第四次临时股东会，分别审议通过了《关于变更公司经营范围、 修订公司章程的议案》。公司于近日完成了相关工商变更登记手续及《公司章程》备案手续，并取得了 南通市数据局换发的营业执照。 （编辑 姚尧） ...

证券代码：301155 证券简称：海力风电 公告编号：2025-042 江苏海力风电设备科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 江苏海力风电设备科技股份有限公司（以下简称"公司"）于2025年9月5日召 开了第三届董事会第十二次会议，于2025年9月22日召开了2025年第四次临时股东 会，分别审议通过了《关于变更公司经营范围、修订公司章程的议案》。具体内容 详见公司在巨潮资讯网（http://www.cninfo.com.cn）上发布的相关公告。 公司于近日完成了相关工商变更登记手续及《公司章程》备案手续，并取得 了南通市数据局换发的营业执照，现公告如下： 一、变更后的营业执照基本情况 名 称：江苏海力风电设备科技股份有限公司 统一社会信用代码：913206236933600247 法定代表人：许世俊 成立日期：2009年08月18日 注册地址：如东经济开发区金沙江路北侧、井冈山路东侧 经营范围：国家产业政策允许的风力发电设备的零部件研发、生产、销售； 农业机械、港口机械、环保机械生产、销 ...

证券代码：301155 证券简称：海力风电 公告编号：2025-041 江苏海力风电设备科技股份有限公司 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。 特别提示： 1、本次股东会不存在增加、否决或者变更议案的情形。 2、本次股东会采取现场投票与网络投票相结合的方式。 3、本次股东会不涉及变更前次股东会决议。 一、会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025年9月22日（星期一）14：30； （2）网络投票时间：2025年9月22日 其中，通过深圳证券交易所（以下简称"深交所"）交易系统进行网络投票的 时间为：2025年9月22日上午9:15-9:25、9:30-11:30，下午13:00-15:00；通过深交 所互联网投票系统投票的具体时间为：2025年9月22日上午9:15至下午15:00期间 的任意时间。 2、现场会议召开地点：江苏省如东经济开发区金沙江路北侧、井冈山路东侧， 江苏海力风电设备科技股份有限公司会议室。 3、会议召集人：公司董事会 4、会议主持人：公司董事长许世俊先生 5、会议召 ...

FANGDA PARTNERS http://www.fangdalaw.com 中国上海市石门一路 288 号 电子邮件 E-mail: email@fangdalaw.com 兴业太古汇香港兴业中心二座 24 楼 电 话 Tel.: +86-21-2208 1166 邮政编码：200041 传 真 Fax.: +86-21-5298 5599 24/F, HKRI Centre Two HKRI Taikoo Hui 288 Shi Men Yi Road Shanghai, PRC 200041 上海市方达律师事务所 关于江苏海力风电设备科技股份有限公司 2025 年第四次临时股东会之 法律意见书 致：江苏海力风电设备科技股份有限公司 上海市方达律师事务所（以下简称"本所"）是具有中华人民共和国境内法 律执业资格的律师事务所。根据相关法律顾问协议，本所指派律师出席江苏海力 风电设备科技股份有限公司（以下简称"海力风电"或"公司"）2025 年第四次临时 股东会（以下简称"本次股东会"），并就本次股东会的召集和召开程序、参与表 决和召集会议人员的资格、表决程序和表决结果等有关事宜出具本法律意见书。 本法律 ...