Group 1 - The commercial aerospace concept stocks have seen significant declines, with Asia Pacific Satellite down 8.18% to HKD 4.38, Junda Co. down 6.67% to HKD 36.4, Lens Technology down 5.54% to HKD 30.02, and Goldwind down 5.31% to HKD 16.05 [1] - Since 2026, the A-share market has experienced accelerated rotation of popular concepts such as commercial aerospace, AI applications, and humanoid robots, leading to short-term surges in certain stocks [1] - Regulatory measures have been implemented to cool the market, including raising financing margin ratios and initiating suspension checks on stocks with excessive price increases, aimed at distinguishing "true value" from "false speculation" [1] Group 2 - Despite the ITU's "first come, first served" principle, actual approvals may be less than the applications due to international coordination, frequency conflicts, and orbital capacity limitations [2] - The recent applications for frequency resources are seen as a strategic reserve, with Japan's government proposing a "Japanese version of Starlink," indicating intensified competition for space resources among major powers [2] - The applications have raised the potential demand ceiling for domestic commercial aerospace, with the industry expected to accelerate under the leadership of national teams like the Wireless Radio Innovation Institute [2]

金风科技（以下简称"公司"）于 2026 年 1 月 16 日召开的第九届 董事会第十次会议审议通过了《关于终止基础设施公募 REITs 申报发 行工作的议案》，同意终止公募 REITs（以下简称"本 REITs 项目"） 申报发行工作。具体内容详见公司于 2026 年 1 月 20 日在指定媒体《证 券时报》、巨潮资讯网（www.cninfo.com.cn）及香港联合交易所有限 公司网站（https://www.hkexnews.hk）披露的《关于终止公募 REITs 申报发行工作的公告》（编号：2026-011）。 本 REITs 项目的基金管理人建信基金管理有限责任公司和资产 支持专项计划管理人建信资本管理有限责任公司已向中国证券监督 管理委员会和深圳证券交易所提交终止审核的申请。截至本公告日， 本 REITs 项目在中国证券监督管理委员会和深圳证券交易所的申报 流程已终止。 此事项不会对公司的日常经营及财务状况产生不利影响，不存在 损害公司及中小股东利益的情形。 股票代码：002202 股票简称：金风科技 公告编号：2026-012 金风科技股份有限公司 特此公告。 关于终止公募 REITs 申报发行 ...

Core Viewpoint - The company has decided to terminate the public REITs project, which was previously under review by regulatory authorities [1] Group 1: Company Actions - The company announced the termination of the public REITs issuance application during the 10th meeting of the 9th Board of Directors held on January 16, 2026 [1] - The fund manager, Jianxin Fund Management Co., Ltd., and the asset support plan manager, Jianxin Capital Management Co., Ltd., have submitted an application to the China Securities Regulatory Commission and the Shenzhen Stock Exchange to terminate the review process [1] - As of the date of the announcement, the application process for the REITs project with the regulatory authorities has been officially terminated [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 GOLDWIND SCIENCE&TECHNOLOGY CO., LTD.* 金風科技股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司 ) (Stock Code: 02208) 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列金風科技股份有限公司在深圳證券交易所網站刊登的《金風科技股份有限 公司關於終止公募 REITs 申報發行工作的提示性公告》，僅供參閱。 承董事會命 金風科技股份有限公司 馬金儒 公司秘書 本 REITs 项目的基金管理人建信基金管理有限责任公司和资产 支持专项计划管理人建信资本管理有限责任公司已向中国证券监督 管理委员会和深圳证券交易所提交终止审核的申请。截至本公告日， 本 REITs 项目在中国证券监督管理委员会和深圳证券交易所的申报 流程已终止。 关于终止公募 REITs 申报发行工作的提示性公告 本公司及董事会全体成员 ...

Core Viewpoint - The strong stock performance of Goldwind Technology (002202) on January 23, 2026, is attributed to multiple factors including industry prosperity, company fundamentals, and market speculation, with a significant catalyst being the progress of Blue Arrow Aerospace's IPO [1][2]. Group 1: Stock Performance - Goldwind Technology's stock surged by 10.00% to close at 29.58 yuan, marking an increase of 2.69 yuan from the previous trading day [1]. - The trading volume reached 3.4897 million hands, with a total transaction value exceeding 10 billion yuan, specifically 10.057 billion yuan, and a turnover rate of 10.37% [1]. - Net inflow of main funds exceeded 1.8 billion yuan, indicating high market activity and interest in the stock [1]. Group 2: Company Fundamentals - For the first three quarters of 2025, Goldwind Technology reported a net profit of 2.818 billion yuan, reflecting a year-on-year growth of over 170% [2]. - The company has diversified its business strategy beyond wind power, actively pursuing a complete industrial chain involving "wind power - green hydrogen - green alcohol/green ammonia," with large-scale demonstration projects established in Inner Mongolia [2]. - The rapid growth of the energy storage business is expected to open new avenues for performance growth in the future [2]. Group 3: Market Sentiment - The stock's strong performance has led to significant fluctuations in market sentiment, with increased discussion in stock forums and a prevailing bullish sentiment among investors [2]. - Some investors express optimism about the company's dual focus on commercial aerospace and wind power, viewing it as a critical phase for value reassessment [2]. - There are expectations that the listing of Blue Arrow Aerospace will significantly enhance the company's performance and market value [2].

Group 1 - The core viewpoint of the article highlights that Goldwind Technology has reached its daily limit increase, with a trading volume of 10.057 billion yuan and a turnover rate of 10.37% [1] - The post-market data indicates that the Shenzhen Stock Connect special seat bought 356 million yuan and sold 189 million yuan, resulting in a net purchase of 266 million yuan by three institutional special seats [1]

Core Viewpoint - The Hong Kong stock market saw a significant surge in commercial aerospace stocks, with notable increases in share prices for several companies [1] Group 1: Company Performance - JunDa Co., Ltd. (02865.HK) experienced a remarkable increase of 50% in its stock price [1] - Asia Pacific Satellite (01045.HK) saw its shares rise by nearly 14% [1] - Goldwind Technology (02208.HK) and Lens Technology (06613.HK) both recorded gains exceeding 9% [1]

（文章来源：每日经济新闻） 每经AI快讯，金风科技(02208.HK)尾盘涨近9%，截至发稿，涨8.83%，报16.76港元，成交额16.84亿港 元。 ...

Core Viewpoint - JinWind Technology (金风科技) has seen a nearly 9% increase in stock price following the release of the Jiuquan Commercial Aerospace Industry Development Plan (2026-2035), which outlines the strategic vision for developing commercial aerospace in Jiuquan [1] Group 1: Company Developments - JinWind Technology's stock rose by 8.83% to HKD 16.76, with a trading volume of HKD 1.684 billion [1] - The company has strategically invested in leading rocket and satellite manufacturers, holding approximately 10.0962% of Blue Arrow Aerospace, making it the second-largest institutional shareholder [1] Group 2: Industry Insights - The Jiuquan plan emphasizes the establishment of a national commercial aerospace launch base, research and testing base, technical support base, and data application base [1] - Blue Arrow Aerospace's advanced carbon fiber and lightweight technology has contributed to reducing the weight of wind turbine components, achieving a 15% reduction in the cabin weight and a 10% reduction in blade weight, leading to a cost reduction of HKD 80,000 to 100,000 per unit [1] - JinWind Technology's large composite material forming technology is utilized in rocket components, which helps lower the manufacturing costs of aerospace vehicles [1]

Core Viewpoint - The recent release of the "Jiuquan Commercial Aerospace Industry Development Plan (2026-2035)" highlights the strategic importance of developing commercial aerospace in Jiuquan, which is expected to benefit companies like Goldwind Technology [1] Group 1: Company Developments - Goldwind Technology's stock rose nearly 9%, closing at HKD 16.76 with a trading volume of HKD 1.684 billion [1] - The company holds approximately 10.0962% equity in Blue Arrow Aerospace, making it the second-largest institutional shareholder [1] - Goldwind's strategic investment in Blue Arrow Aerospace aims to create a differentiated aerospace layout, leveraging advanced materials and technologies [1] Group 2: Industry Insights - The Jiuquan plan outlines the establishment of a national commercial aerospace launch base, research and testing base, technical support base, and data application base [1] - Blue Arrow Aerospace's aerospace-grade carbon fiber and lightweight technology contribute to reducing the weight of wind turbine components, leading to cost savings of HKD 80,000 to HKD 100,000 per unit [1] - Goldwind's large composite material forming technology is utilized in rocket components, further lowering manufacturing costs in the aerospace sector [1]