证券之星消息，8月18日风电设备板块较上一交易日下跌0.32%，电气风电领跌。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300690 | 双一科技 | 41.38 | 6.98% | 46.10万 | | 18.33亿 | | 301232 | 飞沃科技 | 39.65 | 3.17% | 6.41万 | | 2.51亿 | | 600072 | 中脂科技 | 13.37 | 2.37% | 43.01万 | | 5.75亿 | | 301557 | 常友科技 | 76.98 | 2.15% | 1.10万 | | 8411.61万 | | 603985 | 恒润股份 | 18.36 | 2.06% | 20.88万 | | 3.80亿 | | 301040 | 中环海陆 | 30.45 | 1.91% | 8.26万 | | 2.49亿 | | ...

湖南飞沃新能源科技股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的进展公告 证券代码：301232 证券简称：飞沃科技 公告编号：2025-063 具体内容详见公司 2025 年 4 月 25 日于巨潮资讯网（www.cninfo.com.cn）披 露的《关于使用闲置募集资金（含超募资金）进行现金管理的公告》。 近日，公司在授权范围内使用部分闲置募集资金购买的现金管理产品已到期 赎回并继续进行了现金管理，现将具体情况公告如下： 受托 方 产品名称 产品类 型 金额 （万元） 产品起息日 /购买日 产品到期日/ 赎回日 预期年 化收益 率 实际 收益 （万 元） 资金 来源 兴业 银行 对公大额存 单（3 年） 保本固 定利率 型产品 2,000.00 2024-7-10 2026-7-11 （可转让） 3.10% 61.34 闲置 募集 资金 华夏 银行 对公大额存 单（3 年） 保本固 定利率 型产品 3,000.00 2024-8-12 2027-8-12 （可转让） 2.35% 71.28 超募 资金 民生 银行 定期结构性 存款（63 天） 保本浮 动收益 型 2,00 ...

Core Viewpoint - Feiwo Technology's stock price has shown a positive trend, reflecting strong business performance and growth potential in the wind power sector [1] Company Performance - The latest stock price of Feiwo Technology is 38.43 yuan, up 0.95% from the previous trading day, with a market capitalization of 2.888 billion yuan and a price-to-earnings ratio of 45.79 times [1] - The company reported a revenue of 1.165 billion yuan for the first half of the year, representing a year-on-year growth of 81.42%, and a net profit of 29.6 million yuan, marking a turnaround from losses [1] Business Segments - Feiwo Technology specializes in the research and manufacturing of high-strength fasteners, primarily for the wind power sector, while also expanding into aerospace and oil equipment [1] - The company has a robust order book for its wind power business, with production capacity fully booked for the second half of the year [1] - Non-wind power business production has increased compared to the same period last year, with aerospace fastener products entering the supply chains of leading domestic companies [1] Strategic Initiatives - In June, Feiwo Technology signed a strategic cooperation agreement with Germany's Heggemann to develop its aerospace fastener business [1] - In August, the company announced the repurchase of 112,400 shares for an employee stock ownership incentive plan [1]

Core Viewpoint - The company, Hunan Feiwo New Energy Technology Co., Ltd., is experiencing significant growth in its wind power business, with a strong order backlog and plans to expand into aerospace fasteners, indicating a positive outlook for future performance [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of approximately 1.165 billion yuan, representing a year-on-year increase of 81.42% [1]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, was approximately 29.6 million yuan, marking a turnaround from previous losses [1]. Group 2: Business Operations - The company reported a robust increase in the shipment volume of wind power fasteners, supported by low raw material steel prices, which have positively impacted profitability [1][2]. - The company is actively developing its aerospace fastener business and has initiated the construction of a production line for aerospace fasteners, aiming to create new growth drivers [2]. Group 3: Market Trends - The global wind energy industry is projected to grow at a compound annual growth rate (CAGR) of 8.8%, with a rapid growth period expected from 2025 to 2030 [2]. - The current low prices of steel, which constitute over 60% of the cost of alloy structural steel used in fasteners, are anticipated to continue reducing production costs and improving gross margins [2]. Group 4: Shareholder Engagement - The company has repurchased 112,400 shares, accounting for 0.15% of its total share capital, with a total transaction amount of approximately 3.4893 million yuan, as part of its employee stock incentive plan [3]. - The timing of the stock buyback and incentive plan is seen as favorable due to the company's turnaround in main business operations and rapid revenue growth [3].

格隆汇8月15日丨飞沃科技(301232.SZ)在互动平台表示，公司现阶段风电业务订单充裕，下半年交付产 能处于饱和状态。与此同时，非风电业务亦有订单交付，排产情况较去年同期呈上升态势。 ...

证券之星消息，8月14日风电设备板块较上一交易日下跌1.58%，飞沃科技领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 301155 | 海力风电 | 75.51 | 3.14% | | 8.03万 | | 6.02亿 | | 601615 | 明阳智能 | 11.61 | 2.56% | | 58.64万 | | 6.74亿 | | 301040 | 中环海陆 | 28.04 | 0.79% | | 7.58万 | | 2.14亿 | | 002487 | 大全重工 | 33.01 | 0.18% | | 11.37万 | | 3.77亿 | | 301163 | 宏德股份 | 28.82 | -0.07% | | 3.84万 | | 1.10亿 | | 300443 | 金雷股份 | 23.93 | -1.24% | | 9. ...

Core Viewpoint - The wind power industry is experiencing a strong recovery, with component manufacturers becoming the focus of market attention as six out of eleven listed companies reported or forecasted net profit growth exceeding 100% for the first half of 2025 [1][4]. Group 1: Company Performance - New Strong Link reported a revenue of approximately 2.21 billion yuan for the first half of 2025, a year-on-year increase of 108.98%, with a net profit of around 400 million yuan, reflecting a staggering growth of 496.6% [1]. - Double One Technology achieved a revenue of 525 million yuan, a year-on-year growth of 44.57%, with a net profit of approximately 99.87 million yuan, marking a significant increase of 324.50% [1]. - Feiwo Technology reported a revenue of 1.165 billion yuan, a year-on-year increase of 81.42%, with a net profit of 31.54 million yuan, reflecting a growth of 164.56% [1]. - Three companies, including Guo Da Special Materials, forecasted net profit growth exceeding 100%, with Guo Da expecting a growth of approximately 367.51% [3]. Group 2: Factors Driving Growth - The surge in demand for core wind power components is a key driver of performance, with companies like New Strong Link enhancing operational efficiency through digital transformation and vertical integration [2]. - Double One Technology benefited from increased sales of wind turbine nacelles and a significant rise in overseas orders, with a year-on-year growth exceeding 50% [2]. - The global wind energy association projects that the global wind power installed capacity will reach 138 GW in 2025, with an average annual growth rate of 8.8% from 2025 to 2030, indicating a broad market space [4]. - Price recovery is evident, with wind turbine prices increasing by approximately 10% from May 2025 compared to the end of 2024, contributing to improved profitability [4][5]. - A rush to install wind power systems has accelerated the recovery of component manufacturers, driven by favorable policies and a concentrated release of demand [5].

来源：金融界 金融界8月12日消息，有投资者在互动平台向飞沃科技提问：公司是否有长期规划明确提出未来三年将 非风电业务占比提升至30%以上？ 公司回答表示：尊敬的投资者，您好！航空航天、石油装备和燃气轮机是公司非风电业务的主要领域。 公司持续在这些领域投入人力、物力资源，并已取得了一定的成果。未来，公司将基于自身实际运营状 况，同时紧密结合市场动态与发展趋势，科学、合理地规划上述业务在整体业务体系中的占比，以实现 公司业务的均衡、稳健及可持续发展。谢谢您的关注！ ...

格隆汇8月12日丨飞沃科技(301232.SZ)于投资者互动平台表示，公司产品目前暂未涉及轨道交通领域。 ...

格隆汇8月12日丨飞沃科技(301232.SZ)在互动平台表示，公司产品目前暂未涉及轨道交通领域。 ...