香港联交所最新资料显示，2月5日，Arrowstreet Capital,Limited Partnership增持金风科技（002202） (02208)314.48万股，每股作价13.11港元，总金额约为4122.83万港元。增持后最新持股数目约为4078.32 万股，最新持股比例为5.27%。 本交易涉及其他关联方：Arrowstreet Capital GP LLC、Arrowstreet Capital Holding LLC。 ...

智通财经APP获悉，香港联交所最新资料显示，2月5日，Arrowstreet Capital, Limited Partnership增持金 风科技(02208)314.48万股，每股作价13.11港元，总金额约为4122.83万港元。增持后最新持股数目约为 4078.32万股，最新持股比例为5.27%。 本交易涉及其他关联方：Arrowstreet Capital GP LLC、Arrowstreet Capital Holding LLC。 ...

宏德股份（301163.SZ）2月9日在投资者互动平台表示，公司目前向金风科技提供的产品应用区域均为 国内市场，欧盟相关调查对公司无直接影响。 ...

证券日报网讯2月6日，金风科技（002202）在互动平台回答投资者提问时表示，公司已于2026年1月6日 回购H股股份10000股，目前仍处于回购实施期内，并将按法规要求及时披露进展。 ...

Core Viewpoint - The company, Goldwind Technology, has announced its cooperation with the European Commission regarding an investigation initiated under the Foreign Subsidies Regulation, emphasizing its commitment to compliance in global operations [1]. Group 1: Company Response - On February 4, Goldwind Technology published a statement on its official website regarding the investigation by the European Commission [1]. - The company is actively cooperating with the relevant institutions of the European Union in the investigation process [1]. - Goldwind Technology prioritizes compliance as a core aspect of its global operations [1]. Group 2: Operational Status - The company is conducting its business normally in the European market, with operations proceeding in an orderly manner [1]. - Goldwind Technology asserts that there is no undisclosed information that should have been disclosed [1].

格隆汇2月6日丨根据联交所最新权益披露资料显示，2026年2月2日，金风科技(02208.HK)获JPMorgan Chase & Co.以每股均价14.2234港元增持好仓184.57万 股，涉资约2625.27万港元。 | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日 | | --- | --- | --- | --- | --- | --- | --- | | | | 三大 | 份數目 | | | (請參閱上述*註解)有投票權殺(日/月/年 | | | | | | | | 分自分比 | | CS20260205E00465 | JPMorgan Chase & Co. | 1101(L) | | 1,845,741(L) | HKD 14.2234 | 46.544.545(L) 6.01(L)02/02/2026 | | | | | | | | 25.070,399(S) 3.24(S) | | | | | | | | 14.947.917(P) 1.93(P) | 增持后，JPMor ...

Company Status - The National Energy Administration recently announced that China's newly installed wind power capacity for 2025 is expected to reach 119.87 GW, representing a year-on-year increase of 50.2% [1] Commentary - The domestic wind power demand and wind turbine export trends are optimistic for 2026. The China Wind Energy Association (CWEA) previously estimated that the newly installed wind power capacity in China for 2026 will be 120 GW, which is considered a baseline support, with actual figures potentially exceeding this scale. Additionally, CWEA disclosed that by the end of 2025, China's cumulative wind turbine exports will exceed 28 GW (excluding overseas production and sales), with over 7.2 GW exported in 2025, marking a year-on-year increase of over 38%. This indicates that wind turbine exports have become a significant driver of industry growth, and this trend is expected to continue into 2026 [2] - The company is expected to see a continued recovery in wind turbine profitability, with the green methanol business anticipated to contribute additional revenue starting in 2026. The company has actively laid out its green methanol business over the past few years and has signed supply agreements with international shipping giants Maersk and Hapag-Lloyd. As the first phase of the green methanol project in Inner Mongolia's Hinggan League gradually reaches production capacity, it is expected to start contributing to performance from 2026 [2] Profit Forecast and Valuation - Considering that the company's power station business profitability may continue to be under pressure in 2025, the company's profit forecast for 2025 has been revised down by 17.5% to 2.734 billion yuan, while the 2026 profit forecast remains unchanged at 4.741 billion yuan, and a new profit forecast for 2027 has been introduced at 6.061 billion yuan. The current A-share price corresponds to a price-to-earnings ratio of 22.1/17.3 for 2026/2027, while the H-share price corresponds to a price-to-earnings ratio of 10.6/8.0 for 2026/2027. The company is optimistic about the continued improvement in wind turbine profitability and maintains a rating of outperforming the industry for both A-shares and H-shares. Due to the upward adjustment of A-share industry valuation levels, the target price for A-shares has been raised by 27.7% to 25.8 yuan, corresponding to a price-to-earnings ratio of 23.0/18.0 for 2026/2027, indicating a potential upside of 3.9% from the current stock price. The target price for H-shares remains unchanged at 17.39 HKD, corresponding to a price-to-earnings ratio of 14.0/10.6 for 2026/2027, indicating a potential upside of 32.5% from the current stock price [3]

格隆汇2月5日丨金风科技(002202.SZ)公布，2026年2月5日，公司收到新疆能源出具的告知函，新疆能 源自2026年2月2日至2026年2月3日期间通过集中竞价交易方式累计减持公司股份91.8万股，占公司总股 本的0.0217%，其持有公司的股份数量由1035.63万股减少至943.83万股，占公司总股本的比例由 0.2451%减少至0.2234%。新疆能源与新疆风能有限责任公司作为一致行动人，合计持股比例由 12.0203%减少至11.9986%，权益变动触及1%的整数倍。 ...

关于股东权益变动触及 1%整数倍的公告 公司股东新疆能源（集团）有限责任公司保证向本公司提供的 信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 2026年1月8日，金风科技（以下简称"公司"）收到股东新疆能源 （集团）有限责任公司（以下简称"新疆能源"）出具的《关于股份 减持计划的告知函》，新疆能源计划自减持计划公告披露之日起15个 交易日后的3个月内（2026年2月2日至2026年5月1日），以集中竞价方 式减持其持有的公司股份不超过10,356,270股（约占公司总股本的 0.2451%）。具体内容详见公司于2026年1月10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《关于股东减持股份的预披 露公告》（编号：2026-004）。 股票代码：002202 股票简称：金风科技 公告编号：2026-014 金风科技股份有限公司 | 1.基本情况 | | | | | | | --- | --- | --- | ...

金风科技公告称，股东新疆能源2026年2月2日至2月3日以集中竞价方式减持公司91.8万股，占总股本 0.0217%。减持后，新疆能源持股降至943.827万股，占比0.2234%。其与一致行动人合计持股比例从 12.0203%降至11.9986%，权益变动触及1%整数倍。本次减持已预披露，不会导致公司控制权变更，不 影响持续性经营。 ...