Investment Rating - The report maintains a "Recommended" rating for the company [3][5]. Core Views - The company has a sufficient order reserve, and impairment losses have impacted current profits. The revenue for the first three quarters of 2024 was CNY 1.061 billion, a year-on-year decrease of 31.76%, while the net profit attributable to shareholders increased by 33.44% to CNY 87 million [2][3]. - The company is expanding its production capacity across various regions and has participated in international exhibitions to enhance its overseas market presence [3]. - Revenue projections for 2024-2026 are CNY 1.548 billion, CNY 5.118 billion, and CNY 6.075 billion, with growth rates of -8%, 231%, and 19% respectively [3]. Financial Summary - For Q3 2024, the company achieved a revenue of CNY 699 million, a year-on-year increase of 35.40% and a quarter-on-quarter increase of 194.29%. However, it reported a net loss of CNY 20.83 million, narrowing from a loss of CNY 69.87 million in the same period last year [2]. - The gross margin for Q3 2024 was approximately 8.15%, an increase of 1.58 percentage points year-on-year and 7.93 percentage points quarter-on-quarter [2]. - The company recorded an inventory of CNY 1.691 billion at the end of the reporting period, a 94.94% increase compared to the previous year, primarily due to increased sales preparations [2]. Earnings Forecast - The forecasted net profit for 2024-2026 is CNY 135 million, CNY 808 million, and CNY 999 million, with growth rates of 254%, 497%, and 24% respectively [4][6]. - The projected PE ratios for 2024-2026 are 106x, 18x, and 14x respectively [3][4].

证券代码：301155 证券简称：海力风电 公告编号：2024-050 江苏海力风电设备科技股份有限公司 第三届监事会第四次会议决议公告 本公司及监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、监事会会议召开情况 1、江苏海力风电设备科技股份有限公司（下文简称"公司"）第三届监事会 第四次会议的会议通知于2024年10月21日以书面通知方式发出。 4、监事会主席邓峰主持本次监事会。公司董事会秘书列席了会议。 5、本次监事会会议的召集、召开符合《公司法》等法律、法规和《公司章 程》的规定。 二、监事会会议审议情况 与会各位监事对本次监事会会议议案逐项进行了认真审议，以现场会议表决 方式进行了表决，通过了以下决议： 1、会议以 3 票同意，0 票弃权，0 票反对，审议通过了《2024 年第三季度 报告》 经审议，监事会认为：公司董事会编制的《2024 年第三季度报告》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。 《2024 年第三季度报告》（公告编号：2024-051）详见巨潮资讯 ...

Financial Performance - The company's revenue for Q3 2024 was ¥699,103,943.17, representing a 35.40% increase compared to the same period last year[2] - The net profit attributable to shareholders for Q3 2024 was -¥20,829,142.86, a 70.19% decrease year-on-year[2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥21,714,193.53, a 69.11% decrease compared to the previous year[2] - Total operating revenue for the third quarter was CNY 1,060,840,474.21, a decrease of 31.7% compared to CNY 1,554,545,368.07 in the same period last year[16] - The company reported a net profit margin decline due to increased costs, with net profit not specified in the provided data[16] - The net profit for Q3 2024 was CNY 85,454,456.45, an increase from CNY 67,779,597.17 in Q3 2023, representing a growth of approximately 26.5%[17] - Operating profit decreased to CNY 44,594,729.26 from CNY 77,208,068.45, a decline of about 42.3% year-over-year[17] - The total comprehensive income for the period was CNY 118,736,674.82, down from CNY 229,205,974.40 in the previous year, a decrease of about 48.2%[18] Assets and Liabilities - Total assets at the end of Q3 2024 reached ¥8,969,621,155.32, an increase of 16.10% from the end of the previous year[2] - Total liabilities increased to CNY 3,262,934,988.04, up 52.6% from CNY 2,137,943,057.30[15] - The company's equity attributable to shareholders rose to CNY 5,464,957,048.09, an increase of 2.2% from CNY 5,344,873,191.65[15] Cash Flow - The company's cash flow from operating activities showed a net outflow of -¥26,572,508.29, a 91.51% increase in outflow compared to the previous year[2] - The cash flow from investment activities showed a decrease of 20.95%, reaching -551,994,892.64 RMB compared to -698,289,823.35 RMB in the previous year[8] - The cash flow from operating activities showed a net outflow of CNY 26,572,508.29, an improvement from a net outflow of CNY 313,118,111.73 in the same period last year[20] - Cash inflow from financing activities increased by 112.45%, totaling 1,136,605,411.79 RMB, driven by an increase in bank loans[8] - Cash outflow from financing activities surged by 1242.96%, amounting to 672,510,206.76 RMB, primarily due to increased repayment of bank loans[8] - The net increase in cash and cash equivalents improved by 78.26%, totaling -114,472,195.90 RMB compared to -526,484,556.52 RMB in the previous year[8] - Cash and cash equivalents at the end of the period were CNY 856,352,197.30, down from CNY 1,018,842,471.70 at the end of the previous year, a decline of approximately 15.9%[20] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 21,873, with the top 10 shareholders holding a significant portion of shares[9] - Xu Shijun, the largest shareholder, holds 31.92% of the shares, totaling 69,399,876 shares[9] - Xu Chengchen, the second-largest shareholder, owns 14.45% of the shares, amounting to 31,413,615 shares[9] - The company has a total of 128,582,196 restricted shares at the beginning of the period, with 2,314,280 shares released during the period[12] - The company plans to release the restricted shares of major shareholders on November 24, 2024[11] Inventory and Borrowings - The company's inventory increased by 94.94% to ¥1,690,695,298.83, primarily due to increased sales preparations[5] - Short-term borrowings rose by 159.42% to ¥895,496,847.22, mainly to supplement working capital[5] - The company experienced a 340.72% increase in contract liabilities, reaching ¥319,101,581.74, due to an increase in advance payments received[5] Investment and R&D - The company reported a 40.86% increase in investment income, amounting to ¥44,809,166.54, due to higher returns from joint ventures[7] - Research and development expenses increased to CNY 20,795,691.07, up from CNY 17,268,802.10, reflecting a growth of approximately 20.4%[17] Future Outlook - Future outlook includes potential market expansion and new product development, although specific figures were not disclosed in the report[16] - Market expansion and acquisition strategies are not discussed in the report[21][22] Reporting and Standards - The third quarter report of Jiangsu Haili Wind Power Equipment Technology Co., Ltd. is unaudited[22] - The company will implement new accounting standards starting in 2024, affecting the financial statements from the beginning of the year[21] - The report was released on October 29, 2024, by the Board of Directors[22] - There are no specific performance metrics or user data provided in the report[21][22] - Future outlook and performance guidance details are not included in the report[21][22] - No information on new product or technology development is mentioned[21][22] - The report does not provide any financial figures or percentage changes[21][22] - There is no mention of any new strategies in the report[21][22] - The report does not include any audited financial data[22]

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。 证券代码：301155 证券简称：海力风电 公告编号：2024-053 江苏海力风电设备科技股份有限公司 关于 2024 年前三季度冲回信用减值准备 及计提资产减值准备的公告 为真实、客观地反映江苏海力风电设备科技股份有限公司（以下简称"公司"） 的财务状况及资产价值，公司根据《企业会计准则》、《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》及公司会计政策的相关规定， 对截至2024年9月30日合并财务报表范围内可能发生减值迹象的相关资产冲回并 计提信用减值准备及资产减值准备。现将具体情况公告如下： 一、冲回信用减值准备及计提资产减值准备情况概述 （一）冲回信用减值准备及计提资产减值准备的原因 根据《企业会计准则》及本公司会计政策的相关规定，本公司对合并范围内 截至2024年9月30日可能发生减值损失的各类资产进行了减值测试，对存在信用减 值损失及资产减值损失迹象的相关资产相应冲回及计提了减值准备。 （二）冲回信用减值准备及计提资产减值准备的资产范围和总金额 2024年前三季度各类资产冲 ...

证券代码：301155 证券简称：海力风电 公告编号：2024-052 江苏海力风电设备科技股份有限公司 关于终止向不特定对象发行可转换公司债券的公告 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2024年10月29 日召开第三届董事会第四次会议、第三届监事会第四次会议，分别审议通过了《关 于终止向不特定对象发行可转换公司债券的议案》，同意公司终止向不特定对象 发行可转换公司债券，本议案无需提交股东大会审议。现将有关事项公告如下： 一、基本情况说明 1、2022年10月27日，公司召开第二届董事会第十二次会议和第二届监事会 第十一次会议，审议通过了《关于公司符合向不特定对象发行可转换公司债券条 件的议案》、《关于公司向不特定对象发行可转换公司债券方案的议案》等议案。 2、2022年11月14日，公司召开2022年第四次临时股东大会，审议通过了《关 于公司向不特定对象发行可转换公司债券方案的议案》等议案。 3、2023年10月27日，鉴于发行决议有效期及相关授权的有效期即将届满， 公司召开了第二届董事会 ...

证券代码：301155 证券简称：海力风电 公告编号：2024-049 江苏海力风电设备科技股份有限公司 第三届董事会第四次会议决议公告 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《2024 年第三季度 报告》 公司《2024 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 第四次会议的会议通知于2024年10月21日以书面通知方式发出。 2、本次董事会于2024年10月29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。公司监事和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、 ...

证券代码：301155 证券简称：海力风电 公告编号：2024-048 1、公司前期所披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、公司已披露的经营情况及内外部经营环境未发生重大变化； 4、公司、公司控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事项； 江苏海力风电设备科技股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 江苏海力风电设备科技股份有限公司（以下简称"公司"）股票（证券简称： 海力风电，证券代码：301155）交易价格连续2个交易日（2024年10月22日、2024 年10月23日）收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所交易规 则》等相关规定，属于股票交易异常波动的情况。 二、关注、核实情况说明 针对股价异常波动，公司董事会通过电话及现场问询等方式，就相关问题进 行了核实，现就有关情况说明如下： 2、公司将于2024年10月30日披露《 ...

财联社财经通讯社打开APP09:32:42【风电股开盘继续活跃 海力风电涨超10%】财联社10月23日电，海 力风电涨超10%，天顺风能、金雷股份、泰胜风能涨超5%，大金重工、天能重工、明阳智能、新强联 等跟涨。 消息面上，上周，2024北京国际风能大会暨展览会圆满举行，12家风电整机企业在会上签订《中国风电 行业维护市场公平竞争环境自律公约》。 A股盘面直播风电财联社声明：文章内容仅供参考，不构成投资建议。 投资者据此操作，风险自担。 2024-10-23 09:32:42111317 阅读商务合作发送 ...

证券代码：301155 证券简称：海力风电 公告编号：2024-047 江苏海力风电设备科技股份有限公司 江苏海力风电设备科技股份有限公司 董 事 会 2024 年 10 月 9 日 截至公司2024年第三次临时股东大会通知发出之日，张捷先生尚未取得独立 董事培训证明，根据《上市公司独立董事管理办法》、《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》的相关规定，张捷先生承诺 积极报名参加深圳证券交易所组织的最近一期独立董事培训并取得深圳证券交 易所认可的独立董事培训证明，具体内容详见公司于2024年7月5日在巨潮资讯网 （www.cninfo.com.cn）披露的相关公告。 近日，公司董事会收到独立董事张捷先生的通知，张捷先生已按照相关规定 参加了深圳证券交易所举办的上市公司独立董事任前培训（线上），并取得了由 深圳证券交易所创业企业培训中心颁发的《上市公司独立董事培训证明》。 特此公告。 关于独立董事取得独立董事培训证明的公告 江苏海力风电设备科技股份有限公司（以下简称"公司"）于2024年7月22 日召开2024年第三次临时股东大会，审议通过《关于选举张捷先生为第三届董事 会独立董事 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [4] Core Views - The company reported a significant decline in revenue and profit for the first half of 2024, with operating income of 362 million yuan, down 65.16% year-on-year, and a net profit attributable to shareholders of 108 million yuan, down 20.22% year-on-year [2][6] - The company is expected to benefit from a recovery in demand as the offshore wind construction season approaches, despite current performance pressures [6] Financial Performance Summary - For H1 2024, the company achieved: - Operating income: 362 million yuan, down 65.16% year-on-year - Net profit attributable to shareholders: 108 million yuan, down 20.22% year-on-year - Non-recurring net profit: 102 million yuan, down 13.75% year-on-year - Credit impairment reversal: 104 million yuan [2][6] - In Q2 2024, the company reported: - Operating income: 238 million yuan, down 55.77% year-on-year, but up 91.30% quarter-on-quarter - Net profit attributable to shareholders: 34 million yuan, down 35.68% year-on-year, down 53.87% quarter-on-quarter [6] Revenue and Profit Forecast - The revenue forecast for 2024-2026 is as follows: - 2024: 1.84 billion yuan, up 9.2% year-on-year - 2025: 6.52 billion yuan, up 254.4% year-on-year - 2026: 8.94 billion yuan, up 37.1% year-on-year - The net profit forecast for the same period is: - 2024: 310 million yuan, up 454.3% year-on-year - 2025: 660 million yuan, up 111.1% year-on-year - 2026: 870 million yuan, up 31.3% year-on-year [6][7] Market Position and Outlook - The company is positioned as a leading player in the domestic offshore wind foundation sector and is expected to benefit from the anticipated recovery in industry demand [6][7]