Core Viewpoint - The company, HaiLi Wind Power, has signed a cooperation agreement with Zhejiang Wenzhou Zhehai Wind Mother Port Equipment Development Co., Ltd. to promote business development in the offshore wind power sector [1] Group 1: Project Overview - The cooperation involves the construction and operation of the Zhejiang (East China) Deep Sea Wind Power Mother Port project, which aims to integrate seven key functions: assembly integration, core component manufacturing, operation and maintenance services, research and testing, certification and inspection, training and communication, and trade logistics services [1] - The first phase of the project, referred to as the Wenzhou Mother Port Phase I project, will be jointly developed and operated by the company and the partner [1] Group 2: Responsibilities and Guarantees - The company's wholly-owned subsidiary, HaiLi Offshore Wenzhou, will be responsible for the production and operation of the project [1] - The company will provide joint liability guarantees for the obligations of its subsidiary in fulfilling the project contract [1]

每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ （记者 王晓波） 每经AI快讯，海力风电（SZ 301155，收盘价：78.96元）12月1日晚间发布公告称，截至本公告披露 日，公司担保总余额为人民币约11.23亿元，占公司2024年度经审计净资产的20.77%。上市公司及其控 股子公司对合并报表外单位提供的担保总余额为人民币约2.92亿元，占公司2024年度经审计净资产的 5.4%。 2024年1至12月份，海力风电的营业收入构成为：风电设备占比96.85%，其他业务占比3.15%。 截至发稿，海力风电市值为172亿元。 ...

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].

Core Viewpoint - The wind power equipment sector experienced a significant increase of 2.94% on November 24, with Feiwo Technology leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1]. - Feiwo Technology saw a closing price of 58.15, with a notable increase of 11.46%, leading the sector [1]. - Other notable performers included Electric Wind Power, which rose by 6.71% to 16.69, and Weili Transmission, which increased by 5.94% to 69.20 [1]. Group 2: Trading Volume and Capital Flow - The wind power equipment sector recorded a net inflow of 254 million yuan from main funds, while retail investors saw a net outflow of 130 million yuan [1]. - The trading volume for Feiwo Technology was 97,100 hands, with a transaction value of 551 million yuan [1]. - Electric Wind Power had a trading volume of 378,900 hands, with a transaction value of 631 million yuan [1]. Group 3: Individual Stock Capital Flow - Jin Feng Technology had a main fund net inflow of 73.96 million yuan, accounting for 5.64% of its total [2]. - Electric Wind Power experienced a main fund net inflow of 65.94 million yuan, representing 10.46% of its total [2]. - Zhongchuan Technology saw a main fund net inflow of 62.55 million yuan, which is 6.56% of its total [2].

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].