股票代码：002202 股票简称：金风科技 公告编号：2025-084 金风科技股份有限公司 关于全资子公司金风国际为全资子公司金风巴西提 供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 特别提示：本次拟担保的被担保对象 Goldwind Equipamentos e Soluções em Energia Renovável Ltda.资产负债率超过 70%，请投资者 充分关注担保风险。 一、担保情况概述 金风科技（下称"公司"）的全资子公司金风国际控股（香港） 有限公司（下称"金风国际"）的全资子公司 Goldwind Equipamentos e Soluções em Energia Renovável Ltda.（下称"金风巴西"）与 Centrais Eólicas Imburana Macho S.A.签署《风机供货和安装协议》，由金风巴 西为其提供风机的供货、内陆运输、吊装及安装、调试和试运行以及 质保等服务。 金风国际与 Centrais Eólicas Imburana Macho S.A.签署《母公司担 保协议》，为金风巴西 ...

Group 1 - The core viewpoint of the article highlights that Goldwind Technology is a leading global wind power solution provider, successfully collaborating with Maersk and Herbert to promote the transition to green energy [1] - The successful commissioning of green methanol production capacity lays a solid foundation for the company's strategic shift from wind power solutions to green energy solutions [1] - The company is expected to seize long-term market opportunities in global wind power development while creating a second growth curve through green methanol, opening up vast space for participation in the global green energy market [1] Group 2 - The report maintains the original profit forecast, projecting the company's net profit attributable to shareholders to reach 2.698 billion, 3.673 billion, and 4.496 billion yuan for the years 2025-2027, representing year-on-year growth of 45%, 36%, and 22% respectively [1] - The expected EPS for the same period is 0.64, 0.87, and 1.06 yuan, with dynamic PE ratios of 23.4, 17.2, and 14.1 times [1] - The rating remains "outperform the market" [1]

Core Viewpoint - Guosen Securities report highlights Goldwind Technology as a leading global wind power solution provider, successfully collaborating with Maersk and Herbert to promote green energy transition [1] Group 1: Company Strategy - The successful commissioning of green methanol production capacity lays a solid foundation for the company's strategic shift from wind power solutions to green energy solutions [1] - The company is expected to seize long-term market opportunities in global wind power while creating a second growth curve through green methanol [1] Group 2: Financial Projections - The firm maintains its original profit forecast, expecting the company to achieve net profit attributable to shareholders of 2.698 billion, 3.673 billion, and 4.496 billion yuan for the years 2025-2027, representing year-on-year growth of 45%, 36%, and 22% respectively [1] - Earnings per share (EPS) are projected to be 0.64, 0.87, and 1.06 yuan for the same period, with dynamic price-to-earnings ratios (PE) of 23.4, 17.2, and 14.1 times [1]

Core Viewpoint - The A-share market for wind power stocks has shown strong performance, with several companies experiencing significant gains amid positive developments in both domestic and international offshore wind markets [1] Group 1: Market Performance - Wind power stocks in the A-share market have seen notable increases, with Yunda Co. rising over 10%, Goldwind Technology hitting a 10% limit up, Jixin Technology increasing over 7%, and Mingyang Smart Energy up over 6% [1] - Tianeng Heavy Industries and Tianneng Wind Power both rose over 5% [1] Group 2: Market Developments - The domestic offshore wind market experienced a peak in bidding and contract awards in September [1] - The overseas offshore wind market has shown signs of a turning point, with Europe’s offshore installation capacity increasing to over 4.5 gigawatts this year [1] - China is set to launch its first national offshore wind power testing base, which will conduct tests on the world's largest capacity wind turbines and the longest wind turbine blades, as well as research on cutting-edge international technologies across multiple fields [1]

Core Viewpoint - The successful commissioning of the 500,000 tons green methanol project by Goldwind Technology marks a significant step in the company's transition from wind power solutions to green energy solutions, establishing a solid foundation for future growth in the global green energy market [1][2][3] Company Summary - Goldwind Technology's green methanol project utilizes corn straw as the gasification raw material, achieving a synthesis gas production rate of 70,000 Nm3/h, making it the largest biomass gasifier in the world [2] - The project has been recognized as one of the first batch of national pilot projects for green liquid fuel technology, which will facilitate access to long-term loans and support policies [2] - The company is expected to leverage the long-term growth opportunities in the global wind power market while developing a second growth curve through green methanol production [3] Financial Projections - The company maintains its profit forecast, expecting net profits of 2.698 billion, 3.673 billion, and 4.496 billion yuan for 2025-2027, representing year-on-year growth of 45%, 36%, and 22% respectively [1][3] - Earnings per share (EPS) are projected to be 0.64, 0.87, and 1.06 yuan for the same period, with dynamic price-to-earnings ratios (PE) of 23.4, 17.2, and 14.1 times [1][3]

港股风电股继续上涨行情，其中，金风科技涨超6%续刷阶段新高，东方电气涨超4%，大唐新能源涨 2%，新天绿色能源涨约1%。 | 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 02208 | 金风科技 | (0) | 15.230 | 6.06% | | 01072 | 东方电气 | | 19.100 | 4.03% | | 01798 | 大唐新能源 | | 2.650 1.92% | | | 00956 | 新天绿色能源 | | 4.230 | 0.95% | 责任编辑：栎树 消息上，在全球能源结构向清洁低碳加速转型的背景下，中国风电产业正以全方位领先的姿态，书写着 全球能源变革的 "中国答卷"。国家能源局数据显示，今年上半年，全国风电新增并网容量5139万千 瓦。截至2025年6月底，全国风电累计并网容量达到5.73亿千瓦，同比增长22.7%。摩根士丹利近期上调 中国风电行业评级，其预计"十五五"规划期间，年均新增装机容量将超过110吉瓦，2028年至2030年期 间可达到约120吉瓦。 ...

Core Viewpoint - JinWind Technology (金风科技) has successfully launched its green methanol production project, marking a significant step in its transition from wind energy solutions to broader green energy solutions [1] Group 1: Company Developments - JinWind Technology's stock rose over 5% in early trading, currently at 15.06 HKD with a trading volume of 102 million HKD [1] - The company has successfully completed the first feed of the gasifier for its 500,000-ton green methanol project in Inner Mongolia, achieving stable operation of the gasification unit and completing the gas connection for the methanol synthesis unit [1] - The project is part of the first batch of national green liquid fuel technology research and industrialization pilot projects announced by the National Energy Administration, with an annual capacity of 250,000 tons planned for the first phase [1] Group 2: Market Position and Future Outlook - Guosen Securities views JinWind Technology as a leading global wind power solution provider, collaborating with shipping companies like Maersk and Hapag-Lloyd to promote the transition to green energy [1] - The successful production of green methanol capacity lays a solid foundation for the company's strategic shift towards green energy solutions [1] - The company is expected to capitalize on the long-term growth opportunities in the global wind power market while using green methanol to create a second growth curve, opening up vast opportunities in the global green energy market [1]

Core Viewpoint - JinWind Technology (02208) has successfully launched its green methanol production project, marking a significant step in its transition from wind energy solutions to broader green energy solutions [1] Group 1: Project Development - JinWind Technology's green hydrogen-based 500,000-ton green methanol project has successfully completed the first feed of the gasifier, achieving stable operation and producing green methanol [1] - The project is part of the first batch of national green liquid fuel technology research and industrialization pilot projects announced by the National Energy Administration, with an annual capacity of 250,000 tons planned for the first phase [1] Group 2: Market Position and Future Outlook - Guosen Securities views JinWind Technology as a leading global wind power solution provider, collaborating with shipping companies like Maersk and Herbert to promote the transition to green energy [1] - The successful production of green methanol capacity is expected to establish a solid foundation for the company's strategic shift towards green energy solutions, opening up significant opportunities in the global green energy market [1]

Core Viewpoint - The Hong Kong wind power stocks continue to rise, reflecting the strong growth and leadership of China's wind power industry in the global energy transition towards clean and low-carbon sources [1]. Industry Summary - In the context of accelerating global energy structure transformation, China's wind power industry is demonstrating comprehensive leadership, contributing significantly to the global energy transition [1]. - According to the National Energy Administration, the newly installed wind power capacity in China reached 51.39 million kilowatts in the first half of this year. By June 2025, the cumulative installed capacity is expected to reach 573 million kilowatts, representing a year-on-year growth of 22.7% [1]. - Morgan Stanley has recently upgraded the rating for China's wind power industry, forecasting that the average annual new installed capacity during the 14th Five-Year Plan period will exceed 110 gigawatts, potentially reaching around 120 gigawatts between 2028 and 2030 [1]. Company Summary - Goldwind Technology (金风科技) saw its stock price increase by over 6%, reaching 15.230, marking a new high for the phase [1]. - Dongfang Electric (东方电气) experienced a stock price rise of over 4%, reaching 19.100 [1]. - Datang New Energy (大唐新能源) reported a stock price increase of 2%, reaching 2.650 [1]. - Xin Tian Green Energy (新天绿色能源) saw a stock price rise of approximately 1%, reaching 4.230 [1].

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 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) 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02208 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 773,572,399 | RMB | | 1 | RMB | | 773,572,399 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 773,572,399 | RMB | | 1 | RMB | ...