Group 1 - BlackRock increased its stake in Goldwind Technology (002202) by acquiring 7.8998 million shares at a price of HKD 15.0037 per share, totaling approximately HKD 119 million [1] - Following the acquisition, BlackRock's total shareholding in Goldwind Technology reached approximately 43.1447 million shares, representing a stake of 5.58% [1]

Group 1 - BlackRock increased its stake in Goldwind Technology (02208) by purchasing 7.8998 million shares at a price of HKD 15.0037 per share, totaling approximately HKD 119 million [1] - After the acquisition, BlackRock's total shareholding in Goldwind Technology reached approximately 43.1447 million shares, representing a stake of 5.58% [1]

Core Viewpoint - The company, Goldwind Technology, has announced the termination of its public REITs application process, which was initiated in 2021 for three wind power projects, later adjusted to focus on one project [1] Group 1: Company Actions - The board of directors of Goldwind Technology has approved the decision to halt the public REITs application for infrastructure [1] - The initial plan included three wind power projects: Quan Nan Tian Pai Shan, Chong Yi Long Gui, and Chong Yi Tian Xing, but was later revised to focus solely on the Quan Nan Tian Pai Shan project [1] - The application materials were submitted to the China Securities Regulatory Commission and the Shenzhen Stock Exchange in September 2023 and were accepted [1] Group 2: Reasons for Termination - The termination of the REITs application is attributed to the need for resource integration and optimization of operational management [1] - The company has stated that this decision will not impact its operational and financial performance [1]

Core Viewpoint - The commercial aerospace sector is experiencing significant declines, with several listed companies facing sharp drops in stock prices, indicating a period of adjustment and risk warnings within the industry [1] Group 1: Stock Performance - JunDa Co., Ltd. (02865) fell by 9.13%, trading at 21.5 HKD [1] - Asia-Pacific Satellite (01045) decreased by 6.68%, trading at 3.77 HKD [1] - Goldwind Technology (02208) dropped by 3.58%, trading at 14.54 HKD [1] - AVIC Industry (02357) declined by 2.75%, trading at 4.25 HKD [1] Group 2: Market Context - The commercial aerospace sector has seen a concentrated release of clarifications and risk warnings from related listed companies, marking the most intense period of risk alerts since the sector's recent rally began in December of the previous year [1] - Commentary from China National Radio suggests that regulatory "cooling" is not about stifling the market but rather about eliminating bubbles and directing funds towards quality assets [1] - Economic Daily emphasizes the importance of avoiding speculative trading that could mislead the commercial aerospace sector [1] Group 3: Policy Support - Longcheng Securities notes that despite the adjustments in the commercial aerospace sector, there is clear support from national policies for the industry [1] - On January 17, the IPO guidance status of leading commercial aerospace company CASIC was updated to "guidance acceptance," making it the second commercial rocket company to initiate the IPO process under the fifth set of standards of the Sci-Tech Innovation Board, following Blue Arrow Aerospace [1] - This recent development may serve as a driving force for the sector [1]

Core Viewpoint - The commercial aerospace sector is experiencing significant declines, with several companies facing sharp drops in stock prices amid a wave of clarifications and risk warnings from listed firms [1] Group 1: Stock Performance - JunDa Co., Ltd. (002865) has seen a decline of 9.13%, trading at 21.5 HKD [1] - Asia Pacific Satellite (01045) dropped by 6.68%, now at 3.77 HKD [1] - Goldwind Technology (002202) fell by 3.58%, currently at 14.54 HKD [1] - AVIC Industry (02357) decreased by 2.75%, trading at 4.25 HKD [1] Group 2: Market Sentiment and Regulatory Environment - The commercial aerospace sector is undergoing a significant adjustment, with the highest frequency of risk warnings since the sector's last surge in December [1] - Central media outlets suggest that regulatory "cooling" is aimed at eliminating speculation and directing funds towards quality investments rather than suppressing the market [1] - Economic Daily emphasizes the importance of avoiding speculative practices that could mislead the commercial aerospace sector [1] Group 3: Policy Support and Future Outlook - Longcheng Securities (002939) notes that despite the recent adjustments, there is clear policy support from the government for the industry [1] - On January 17, the IPO guidance status for leading commercial aerospace company CASIC was updated to "guidance acceptance," marking it as the second commercial rocket company to initiate an IPO process under the STAR Market's fifth set of standards [1] - This development is expected to potentially drive the sector forward in the near future [1]

Core Viewpoint - Goldwind Technology (02208) announced that its wholly-owned subsidiary, Goldwind International Holdings (Hong Kong) Limited, through its subsidiary Goldwind Energy Italy S.r.l., signed a Wind Turbine Supply and Installation Agreement with Eolico San Vito S.r.l. for the provision of wind turbine supply, installation, commissioning, and defect liability services [1] Group 1: Agreement Details - The agreement involves Goldwind Italy supplying wind turbines to the project site and providing related services [1] - A parent company guarantee agreement was signed to secure the performance obligations under the wind turbine supply and installation agreement, with a guarantee amount of €36.72 million, equivalent to approximately RMB 298 million [1] Group 2: Financial Implications - Following the guarantee, the total external guarantees provided by the company and its subsidiaries will amount to RMB 1.114 billion, representing 2.89% of the company's most recent audited net assets [1] - The guarantees provided to entities outside the consolidated financial statements will total RMB 261 million, accounting for 0.68% of the company's most recent audited net assets [1] Group 3: Current Status - As of now, the company and its subsidiaries have no overdue guarantees or guarantees involved in litigation [1]

Core Viewpoint - Goldwind Technology (金风科技) has signed a wind turbine supply and installation agreement with Eolico San Vito S.r.l. through its wholly-owned subsidiary Goldwind Energy Italy S.r.l. [1] Group 1: Agreement Details - The agreement includes the supply of wind turbines to the project site, installation, debugging, trial operation, and services during the defect liability period [1] - The company has also signed a parent company guarantee agreement to secure the performance obligations under the wind turbine supply agreement, with a guarantee amount of €36.72 million, equivalent to approximately RMB 298 million [1] Group 2: Financial Implications - The signing date of the parent company guarantee agreement is January 19, 2026, and it is located in Beijing [1] - After this guarantee is fully executed, the total external guarantees provided by the company and its subsidiaries will amount to RMB 1.114 billion, accounting for 2.89% of the company's most recent audited net assets [1] - Among these, the guarantees provided to entities outside the consolidated financial statements will be RMB 261 million, representing 0.68% of the company's most recent audited net assets [1] - Currently, the company and its subsidiaries have no overdue guarantees or guarantees involved in litigation [1]

Core Viewpoint - The company, Goldwind Technology (02208), announced the voluntary disclosure regarding the public offering of an infrastructure REITs project and the proposed spin-off for independent listing on the Shenzhen Stock Exchange [1] Group 1: REITs Project Announcement - The fund manager for the REITs project is Jianxin Fund Management Co., Ltd., and the asset support special plan manager is Jianxin Capital Management Co., Ltd. They submitted application materials to the China Securities Regulatory Commission (CSRC) and Shenzhen Stock Exchange (SZSE) on September 4, 2023 [1] - The targeted asset for the REITs project is the Quan Nan Tian Run Tian Pai Shan New Energy Co., Ltd. holding the Quan Nan Tian Pai Shan project [1] Group 2: Termination of REITs Project - To further integrate project resources and optimize operational management, the company held its ninth board meeting on January 16, 2026, where it approved the proposal to terminate the REITs project application and issuance [1] - The company plans to submit an application to the CSRC and SZSE to terminate the review process for the REITs project [1]

Core Viewpoint - The company JinWind Technology (金风科技) announced the voluntary termination of its public offering of an infrastructure REITs project, which was initially submitted for approval to the China Securities Regulatory Commission (CSRC) and Shenzhen Stock Exchange (SZSE) [1] Group 1: REITs Project Announcement - JinWind Technology published a voluntary announcement regarding the public offering of an infrastructure securities investment fund (REITs project) [1] - The fund manager, Jianxin Fund Management Co., Ltd., and the asset support plan manager, Jianxin Capital Management Co., Ltd., submitted application materials to the CSRC and SZSE on September 4, 2023 [1] - The targeted asset pool for this REITs project includes the assets held by Quannan Tianrun Tianpai Mountain New Energy Co., Ltd. [1] Group 2: Termination of REITs Project - The company held its ninth board meeting on January 16, 2026, where it approved the proposal to terminate the public REITs application and issuance process [1] - The company plans to submit an application to the CSRC and SZSE to terminate the review process for the REITs project [1]

Core Viewpoint - The company has decided to terminate the public offering of its infrastructure REITs project, which was initially proposed for independent listing on the Shenzhen Stock Exchange [1] Group 1: REITs Project Overview - The company announced a voluntary disclosure regarding the public offering of an infrastructure securities investment fund on September 28, 2021 [1] - On September 5, 2023, the company proposed a split of the REITs project for independent listing on the Shenzhen Stock Exchange [1] - The fund manager, Jianxin Fund Management Co., Ltd., and the asset support special plan manager, Jianxin Capital Management Co., Ltd., submitted application materials to the China Securities Regulatory Commission and the Shenzhen Stock Exchange on September 4, 2023 [1] Group 2: Termination of REITs Project - The company held its ninth board meeting on January 16, 2026, where it approved the proposal to terminate the public offering of the infrastructure REITs [1] - The company plans to submit an application to the China Securities Regulatory Commission and the Shenzhen Stock Exchange to terminate the review process for the REITs project [1]