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]

Group 1 - The main point of the article highlights that the new energy sector, particularly companies like Goldwind Technology, has seen significant capital inflow, with Goldwind's net buying exceeding 1.446 billion yuan [1] - The article notes that the electric power equipment and non-ferrous metals sectors also experienced net inflows, while the electronics, semiconductors, and communications sectors faced substantial outflows, with the electronics sector alone seeing over 12.4 billion yuan in net outflows [1] - Goldwind Technology's stock reached the daily limit increase, indicating strong market confidence and interest from major investors [1] Group 2 - Other companies that attracted significant net inflows include Longi Green Energy, Lens Technology, and Fenghuo Communication, suggesting a positive trend in the new energy and related sectors [1] - Conversely, companies like Liou Co. faced heavy net selling, with over 1.8 billion yuan in outflows, indicating potential concerns or reduced investor confidence in those stocks [1] - Industrial Fulian, New Yisheng, and Zhongji Xuchuang also experienced notable net outflows, reflecting a broader trend of capital moving away from certain technology and communication stocks [1]

本文源自：金融界AI电报 港股电力设备股集体强势，其中，金风科技大涨近8%，协鑫科技涨近5%，东方电气涨2.5%，哈尔滨电 气跟涨。 ...

Group 1 - The Hong Kong stock market saw a surge in commercial aerospace stocks, with JunDa Co., Ltd. rising over 30% and other companies like Asia Pacific Satellite and Goldwind Technology increasing by over 7% [1] - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. announced at the "Global Space Tourism Launch Conference" that actor Huang Jingyu will join the first batch of Chinese commercial space travelers, planning to fly in 2028 aboard the domestic reusable manned spacecraft "ChuanYueZhe YiHao (CYZ1)" [1] - The flight will last approximately 2.5 hours, reaching an altitude of 100 kilometers, allowing participants to experience 12 minutes of weightlessness, with a ticket price set at 3 million yuan [1] Group 2 - JunDa Co., Ltd. experienced a 30.75% increase in stock price, reaching 33.68 yuan, with a total market capitalization of 9.854 billion yuan and a year-to-date increase of 56.65% [2] - Asia Pacific Satellite's stock rose by 7.93% to 4.49 yuan, with a market cap of 4.169 billion yuan and a year-to-date increase of 61.51% [2] - Goldwind Technology's stock increased by 7.40% to 16.54 yuan, with a market cap of 69.882 billion yuan and a year-to-date increase of 23.34% [2]

Group 1 - The core viewpoint of the news highlights a significant surge in the Hong Kong power equipment stocks, driven by Tesla and SpaceX's announcement of plans to build 200GW of solar capacity in the U.S. over the next three years, which exceeds market expectations of 10-20GW annually [1] - Companies such as Goldwind Technology saw a nearly 8% increase, GCL-Poly Energy rose nearly 5%, and Dongfang Electric increased by 2.5%, indicating strong market performance in the sector [2] - The North American market is experiencing a surge in demand for power equipment due to aging grid updates and increased electricity needs from AI data centers, with delivery times for transformers and high-voltage cables nearly doubling in Europe and the U.S. [1] Group 2 - China's exports of transformers, high-voltage switches, and wires and cables saw year-on-year growth of 35.3%, 29.4%, and 22.9% respectively from January to November 2025, indicating a robust international market presence [1] - Huatai Securities is optimistic about the acceleration of the national unified electricity market construction, predicting steady growth in grid investment during the 14th Five-Year Plan period, with high demand for UHV construction and continued rapid growth in main grid investments [1]

Group 1 - The core viewpoint of the news highlights a strong performance in the Hong Kong power equipment sector, with notable increases in stock prices for companies like Goldwind Technology, GCL-Poly Energy, Dongfang Electric, and Harbin Electric [1] - Elon Musk announced at the Davos Forum that Tesla and SpaceX plan to build a total of 200GW solar capacity in the U.S. over the next three years, significantly exceeding the market's annual expectation of 10-20GW, indicating a strategic upgrade in the solar industry towards "AI computing power + energy infrastructure" [1] - The North American market is experiencing a surge in power equipment demand driven by aging grid updates and electricity needs from AI data centers, with delivery times for power transformers and high-voltage cables in Europe and the U.S. nearly doubling [1] Group 2 - From January to November 2025, China's exports of transformers, high-voltage switches, and wires and cables are expected to grow by 35.3%, 29.4%, and 22.9% year-on-year, respectively, indicating a strong overseas market presence [1] - Huatai Securities is optimistic about the accelerated construction of a national unified electricity market, predicting steady growth in grid investment during the 14th Five-Year Plan period, with high demand for UHV construction and continued rapid growth in main grid investment, supported by a 4 trillion yuan investment from the State Grid, benefiting power equipment manufacturers [1]

Group 1 - The commercial aerospace stocks in the Hong Kong market have shown strong performance, with JunDa Co., Ltd. surging over 30% and other companies like Asia Pacific Satellite and Goldwind Technology rising over 7% [1] - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. announced at the "Global Space Tourism Launch Conference" that actor Huang Jingyu will join the first batch of Chinese commercial space travelers, planning to fly in 2028 aboard the domestic reusable manned spacecraft "ChuanYueZhe YiHao (CYZ1)" [1] - The flight will last approximately 2.5 hours, crossing the Kármán line at 100 kilometers, allowing participants to experience 12 minutes of weightlessness [1] Group 2 - The stock performance of various companies in the commercial aerospace sector includes JunDa Co., Ltd. with a 30.75% increase, Asia Pacific Satellite at 7.93%, and Goldwind Technology at 7.40% [2] - The total market capitalization for JunDa Co., Ltd. is 9.854 billion, while Asia Pacific Satellite stands at 4.169 billion and Goldwind Technology at 69.882 billion [2] - Year-to-date performance shows JunDa Co., Ltd. up 56.65%, Asia Pacific Satellite up 61.51%, and Goldwind Technology up 23.34% [2]

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 商业航天概念早盘走强，截至发稿，钧达股份（02865）上涨23.99%，报31.94港元；金风科技 （02208）上涨7.99%，报16.63港元；亚太卫星（01045）上涨6.73%，报4.44港元。 责任编辑：卢昱君 商业航天概念早盘走强，截至发稿，钧达股份（02865）上涨23.99%，报31.94港元；金风科技 （02208）上涨7.99%，报16.63港元；亚太卫星（01045）上涨6.73%，报4.44港元。 ...

证券日报网讯1月21日，金风科技（002202）在互动平台回答投资者提问时表示，三峡集团是公司的战 略客户，公司在福建和广西与三峡集团均有合作。 ...

香港联交所最新资料显示，1月16日，贝莱德增持金风科技（02208）789.98万股，每股作价15.0037港 元，总金额约为1.19亿港元。增持后最新持股数目约为4314.47万股，最新持股比例为5.58%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，1月16日，贝莱德增持金风科技（02208）789.98万股，每股作价15.0037港 元，总金额约为1.19亿港元。增持后最新持股数目约为4314.47万股，最新持股比例为5.58%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...