Core Viewpoint - The company announced that its wholly-owned subsidiary, Haili Offshore Wenzhou, is responsible for the production and operation of a specific project, and the company provides joint liability guarantees for the obligations of this subsidiary under the project contract [1] Group 1 - The company has a wholly-owned subsidiary named Haili Offshore Wenzhou [1] - Haili Offshore Wenzhou is tasked with the production and operation of a designated project [1] - The company offers joint liability guarantees for the obligations of Haili Offshore Wenzhou regarding the project contract [1]

证券代码：301155 证券简称：海力风电 公告编号：2025-048 江苏海力风电设备科技股份有限公司 关于对外投资暨提供担保的公告 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。 一、对外投资暨提供担保的概况 为了促进业务发展，江苏海力风电设备科技股份有限公司（以下简称"公司"、 "海力风电"或"乙方"）、全资子公司海力海上风电装备（温州）有限公司（以 下简称"丙方"或"海力海上温州"）于近日与浙江温州浙海风母港装备发展有 限公司（以下简称"甲方"）签署《合作协议》。甲方负责浙江（华东）深远海 风电母港温州母港项目建设、运营，该项目致力于打造集"总装集成、核心部件 制造、运维服务、研发试验、认证检测、培训交流、商贸物流服务"七大功能于 一体的新型风电母港，为海洋风电项目开发建设提供坚强的技术支持和总装保障。 经友好协商，计划由公司与甲方合作建设、运营浙江（华东）深远海风电母港（核 心区）一期项目（以下简称"温州母港一期项目"），公司全资子公司海力海上 温州负责项目的生产、经营。同时，公司为全资子公司海力海上温州履行上述项 目合同的各项义务提供连带责任担保 ...

证券代码：301155 证券简称：海力风电 公告编号：2025-047 江苏海力风电设备科技股份有限公司 2、本次董事会于2025年12月1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。 4、董事长许世俊先生主持本次董事会。公司高级管理人员列席了会议。 5、本次董事会会议的召集、召开符合《公司法》等法律、法规和《公司章 程》的规定。 二、董事会会议审议情况 与会各位董事对本次董事会会议议案逐项进行了认真审议，以现场与视频会 议表决方式进行了表决，通过了以下决议： 1、会议以 8 票同意，0 票弃权，0 票反对，审议通过了《关于对外投资暨 提供担保的议案》 第三届董事会第十四次会议决议公告 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 第十四次会议的会议通知于2025年11月25日以书面通知方式发出。 1、公司第三届董事会第十四次会议决议。 特此公告。 江苏海力风电设备科技股份有限公司 董 事 会 公司本次合作投建温州 ...

证券代码：301155 证券简称：海力风电 公告编号：2025-049 | 海力风电 | | | | 担保方 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 海力海上 | | | | 方 | 被担保 | | | | 100% | | | 例 | 持股比 | | 担保方 | | | - | 率 | | 产负债 | 一期资 | | 方最近 | 被担保 | | 0 | | | 余额 | 前担保 | | 截至目 | | | 15,000 | | | 额度 | 增担保 | | 本次新 | | | 2.77% 否 | 产比例 | 期净资 | | 最近一 联担保 | 市公司 是否关 | 度占上 | 担保额 | 江苏海力风电设备科技股份有限公司 关于公司为子公司提供担保额度预计的公告 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"海力风电"或"公司"）于 2025年12月1日召开第三届董事会第十四次会议，会议审议通过了《关于公司为 子公司提供担保额度预计的议 ...

Core Viewpoint - The wind power equipment sector experienced a slight increase of 0.35% on November 25, with Changyou Technology leading the gains. The Shanghai Composite Index rose by 0.87%, while the Shenzhen Component Index increased by 1.53% [1]. Group 1: Market Performance - The closing price of Changyou Technology was 119.79, with a rise of 3.14% and a trading volume of 8029 lots, amounting to approximately 95.93 million yuan [1]. - Other notable performers included Zhonghuan Hailu, which closed at 22.61 with a 2.31% increase, and He Wang Electric, which closed at 28.78, up by 1.73% [1]. - The overall trading volume and turnover for the wind power equipment sector showed varied performance, with some stocks experiencing significant increases while others faced declines [2]. Group 2: Capital Flow - The wind power equipment sector saw a net outflow of 225 million yuan from institutional investors, while retail investors contributed a net inflow of approximately 76.99 million yuan [2]. - Notable stocks with significant capital inflow included Riyue Co., which had a net inflow of 11.69 million yuan from institutional investors, and Tongyu Heavy Industry, which saw a net inflow of 10.93 million yuan [3]. - Conversely, stocks like Changyou Technology experienced a net outflow of 1.89 million yuan from retail investors, indicating mixed investor sentiment within the sector [3].

Investment Rating - The report maintains a "Positive" investment rating for the industry [3]. Core Viewpoints - The logic for high growth in lithium storage continues, with a focus on performance catalysts in the wind power sector [1]. - The report emphasizes the ongoing demand for energy storage and power equipment, with lithium supply remaining tight and the logic for wind and solar power remaining intact [15]. Summary by Sections 1. Photovoltaics - The industry is currently in a weak seasonal phase, but the core catalyst remains the anti-involution policy, with expectations for capacity control measures to be implemented by the end of the year [15][40]. - The "Chengdu Declaration" was released at the 2025 International Photovoltaic and Energy Storage Industry Conference, emphasizing the importance of anti-involution strategies and high-quality development [22]. - The price of polysilicon remains stable, while silicon wafer prices are declining due to weak demand and inventory pressure [28][34]. 2. Energy Storage - The report highlights ongoing domestic and international developments in energy storage, with a strong outlook for sustained high growth [45]. - In October, domestic energy storage added 1.70 GW/3.52 GWh, with a cumulative increase of 34.07 GW/85.71 GWh year-to-date, reflecting a 56% year-on-year growth [50]. - Significant projects include a 1.6 GWh energy storage project in Germany and new market mechanisms being established in various regions [47][48]. 3. Lithium Batteries - Demand expectations for lithium batteries are strengthening, with all segments showing a willingness to maintain prices, indicating a continuous improvement in profitability [15]. - The report recommends focusing on battery segments, particularly leading companies like CATL and EVE Energy, as well as other key players in the supply chain [15]. 4. Wind Power - The report notes a clear upward trend in the wind power sector, with the new five-year plan indicating a favorable cycle beginning [15]. - Companies like Goldwind Technology and Mingyang Smart Energy are highlighted as key players benefiting from this trend [15]. 5. Power Equipment - The report mentions the approval of five flexible direct current projects and a steady increase in transformer exports, indicating robust demand in the power equipment sector [15]. - Companies such as Sifang Electric and XJ Electric are recommended for their strong positions in the market [15]. 6. New Directions - The report emphasizes the importance of developments in humanoid robotics and domestic chip manufacturing, with a focus on Tesla's supply chain and the potential impact of NVIDIA's AI chips on the market [15].

证券之星消息，11月24日风电设备板块较上一交易日上涨2.94%，飞沃科技领涨。当日上证指数报收于 3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 301232 | 飞沃科技 | 58.15 | 11.46% | 9.71万 | | 5.51亿 | | 688660 | 电气风电 | 16.69 | 6.71% | 37.89万 | | 6.31亿 | | 300904 | 威力传动 | 69.20 | 5.94% | + 1.78万 | | 1.22亿 | | 002487 | 大全重丁 √ | 48.74 | 5.93% | 31.88万 | | 15.75亿 | | 300443 | 金雷股份 | 26.34 | 5.57% | 13.68万 | | 3.57亿 | | 688186 | 广大特材 | 21.65 | 3.49% | 6.55万 | | 1.41亿 ...

Core Viewpoint - Shandong Province's Rushan City is focusing on the offshore wind power sector, enhancing the entire wind power industry chain, and innovating energy storage applications and green electricity consumption models to build a modern industrial system dominated by the new energy industry [2]. Group 1: Offshore Wind Power Development - The region is actively improving the construction of the offshore wind power industry chain [2]. - Companies like Hailey Wind Power Equipment Technology (Weihai) Co., Ltd. are involved in the processing of wind power components such as wind power cages and monopiles [4][7][9]. - The Yanjing Zero Carbon Green Energy Equipment Industrial Park in Rushan is engaged in the assembly of wind power main engines [6]. Group 2: Logistics and Supply Chain - At Rushan Port, cargo ships are loading wind power blades, indicating a robust logistics operation supporting the wind power industry [10].

Core Insights - The report from Guosen Securities indicates that the domestic wind power installation is expected to maintain a growth rate of 10%-20% in 2026, supported by saturated orders and stable prices [1][2] - The profitability of wind turbine manufacturers is improving quarterly, with export growth boosting performance, reflecting a synchronized recovery in both domestic and international markets [2] - The report emphasizes the importance of overseas expansion and AIDC (Artificial Intelligence Data Center) as key focus areas for 2026, with major domestic power equipment companies making breakthroughs in overseas markets and innovative products [1] Wind Power Sector - The wind turbine sector is experiencing a recovery in profitability, with significant growth in offshore wind installations and tenders, leading to increased orders and performance for related companies [2] - Key companies to watch in the wind power sector include Goldwind Technology, Sany Renewable Energy, Times New Materials, Daikin Heavy Industries, Oriental Cable, and Haile Wind Power [2] Lithium Battery Industry - The lithium battery supply chain is expected to see a reversal in the downward price trend, with significant recovery in profitability anticipated for most products in 2026 [2] - New technologies such as steel-shell batteries, silicon anodes, and large energy storage cells are expected to achieve mass supply in 2026, while solid-state battery technology is accelerating towards industrialization [2] - Recommended companies in the lithium battery sector include CATL, EVE Energy, Zhongchuang Innovation, Zhuhai Guanyu, Tianci Materials, Enjie, Dingsheng Technology, and Xiamen Tungsten [2] Energy Storage Market - The electrification transition is driving explosive growth in the global energy storage market, with domestic market demand leading to a surge in storage orders [3] - The demand for large-scale energy storage in the U.S. is increasing due to power supply shortages, while unstable grid conditions in Europe are also boosting storage needs [3] - Companies to focus on in the energy storage sector include CATL, EVE Energy, Sungrow Power, and Deye [3] Photovoltaic Sector - The photovoltaic supply side is undergoing adjustments, with new technologies such as silver-free materials and perovskite layers gaining attention [3] - The profitability of silicon materials is expected to recover, with silver-free products nearing mass production by 2026 [3] - Key companies in the photovoltaic sector include GCL-Poly Energy, Xinte Energy, Tongwei Co., and Juhua Materials [3] Investment Recommendations - The report suggests focusing on new technology investment opportunities, such as solid-state batteries and flexible converters [3] - Emphasis is placed on overseas expansion and performance improvement for leading companies in lithium batteries and wind turbine components [3] - Long-term beneficiaries in green electricity alternatives include secondary distribution equipment and charging pile operations [3]

证券日报网讯海力风电11月19日在互动平台回答投资者提问时表示，公司坚定推进"海上+海外"的"两 海"战略，未来将依托启东基地、湛江基地等出口门户，积极开展国际合作伙伴对接及海外市场布局。 目前公司正通过产能扩张和产品结构调整战略，重点提升深远海产品研发能力及出口码头基建配套，为 海外订单承接奠定基础。关于具体订单情况，公司将严格按照信息披露规则在定期报告或专项公告中披 露。 （文章来源：证券日报） ...