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 公司關於高級管理人員辭職的公告》，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 北京，2026年2月11日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高建軍先生、楊 麗迎女士及張旭東先生；公司獨立非執行董事為曾憲芬先生、劉登清先生及苗兆光先生；及 公司職工代表董事為余寧女士。 *僅供識別 股票代码：002202 股票简称：金风科技 公告编号：2026-016 金风科技股份有限公司 董事会 2026 年 2 月 11 日 ...

Core Viewpoint - The domestic rare earth market is experiencing a price increase, reflecting a tight supply-demand balance, driven by strict production controls and rising demand from various industries [1][4]. Group 1: Price Trends - As of February 10, 2026, the average price of praseodymium and neodymium oxide is 850,200 CNY/ton, up by 51,400 CNY/ton; the average price of praseodymium and neodymium metal is 1,016,000 CNY/ton, up by 39,700 CNY/ton; the average price of dysprosium oxide is 1,412,200 CNY/ton, up by 11,400 CNY/ton; and the average price of terbium oxide is 6,234,300 CNY/ton, up by 20,000 CNY/ton [1][4]. - The core category, praseodymium and neodymium oxide, has seen a cumulative increase of over 39% compared to the beginning of the year when it was priced at 610,000 CNY/ton [1][4]. Group 2: Supply and Demand Dynamics - The strong price trend indicates a continued tight supply-demand situation in the rare earth market, reinforcing bullish market expectations [1][4]. - On the supply side, China, as the dominant producer, implements strict total control and export restrictions on rare earth mining, limiting the release of supply capacity and weakening global trade flow, leading to tight inventories in both domestic and international markets [1][4]. - On the demand side, rapid development in industries such as new energy vehicles, military aerospace, and advanced manufacturing has created significant demand for rare earths [1][4]. Group 3: Investment Opportunities - The supply-demand dynamics of rare earths are primarily influenced by domestic industrial policies and the rigid demand from new energy and high-end manufacturing, with relatively low correlation to global macro liquidity and risk aversion [2][5]. - The rare earth ETF (516780) saw a strong net inflow of 290 million CNY in a single day, with a trading volume of 428 million CNY, representing a significant increase of over 185% compared to the previous trading day [2][5]. - The ETF and its linked funds closely track the CSI Rare Earth Industry Index, which covers various segments of the rare earth industry, providing investors with effective tools to capture development opportunities [2][5]. Group 4: Key Companies - As of February 10, 2026, the top five constituents of the CSI Rare Earth Industry Index include Northern Rare Earth, Goldwind Technology, Xiamen Tungsten, China Aluminum, and Greeenme, all of which are competitive leading companies in the industry [2][5].

Core Insights - The Beijing Economic-Technological Development Area (BDA) aims to establish around 100 national-level zero-carbon parks during the 14th Five-Year Plan, with a focus on the new energy and intelligent connected vehicle industries [1][3] - A significant challenge is the current carbon emission intensity of 1.6 tons of CO2 per ton of standard coal, which is far above the national requirement of 0.2 tons [2][4] - The BDA plans to implement an AI-powered energy-carbon management platform to optimize energy and carbon flow management [1][10] Group 1: Current Challenges - The BDA's carbon emission intensity must decrease from 1.6 to 0.2 tons of CO2 per ton of standard coal, requiring a reduction of approximately 140,000 tons of carbon emissions over three years [2][4] - The energy consumption in the core area is projected to reach 303 million tons of standard coal in 2024, a 4.75% increase from the previous year, primarily due to the production of Xiaomi vehicles [2][3] - The BDA's carbon emissions decreased by 24.61% during the 13th Five-Year Plan, with a current energy structure of 75% electricity and 25% natural gas [2][3] Group 2: Renewable Energy Supply Issues - The BDA faces a critical challenge in sourcing renewable energy, as local generation meets less than 5% of its electricity needs, while the zero-carbon park requires at least 50% direct renewable energy connection [6][7] - Plans to import green electricity from Inner Mongolia and Hebei are complicated by long transport distances and technical challenges [6][7] - Projects such as agricultural solar power bases and biomass waste-to-energy initiatives are being explored to enhance local green electricity supply [6][7] Group 3: Cost and Infrastructure Challenges - The cost of replacing fossil fuels poses a significant challenge, with projected electricity consumption expected to double by 2028 due to expansions by companies like Xiaomi and CATL [7][8] - The BDA aims to reduce natural gas consumption from 27.72% to 10.67% by 2028, but the high costs of electric boilers compared to gas boilers hinder this transition [7][8] - The approval process for large-scale energy storage projects has stalled, impacting the ability to stabilize the grid with renewable energy [8][9] Group 4: Strategic Roadmap - The BDA has outlined a three-step roadmap from 2026 to 2028, focusing on energy efficiency improvements, green electricity initiatives, and the development of an AI-driven energy-carbon management platform [10][11] - The year 2026 will focus on energy-saving preparations and pilot projects, while 2027 will emphasize breakthroughs in green electricity connections [10][11] - By 2028, the goal is to integrate energy-saving and carbon reduction with industrial development, achieving the core carbon emission target [10][11]

Core Viewpoint - China's energy investment in Belt and Road Initiative (BRI) countries is evolving towards green transformation, inclusivity, intelligent upgrades, and systematic risk management, aiming to become a stabilizer for global energy transition and a connector for common development [1] Group 1: Investment Focus on Low-Carbon Fields - China is leveraging its technological innovation and cost advantages in solar and wind energy to drive global energy transition, with a commitment to implement new projects of "10 million kilowatts of solar" and "10 million kilowatts of wind" in collaboration with other Shanghai Cooperation Organization (SCO) countries over the next five years [2] - The complete green energy industry chain established by China, from core component production to project operation, enables it to provide integrated solutions for BRI countries, aligning with their economic capabilities [2] - The demand for renewable energy is expected to grow significantly, with Wood Mackenzie estimating that the installed capacity for wind and solar power in Pakistan, Indonesia, Vietnam, Saudi Arabia, and Malaysia will reach 120 gigawatts, requiring an investment of $73 billion [2] Group 2: Emphasis on Inclusive Investment Projects - Approximately 730 million people globally lack access to electricity, highlighting the urgent need for energy transition and international cooperation [3] - Chinese enterprises are shifting energy cooperation from infrastructure output to development empowerment, providing cost-effective and tailored energy solutions for developing countries [3] - Projects like the wind power initiatives in South Africa and Kazakhstan not only address local electricity shortages but also promote local development through talent training and community support [3] Group 3: Efficiency Enhancement through Technological Innovation - Technological innovation is becoming the core competitive advantage in BRI energy investments, with AI and digital technologies significantly improving project efficiency and reducing costs by 15% to 30% [4] - Chinese companies are applying AI and big data in overseas projects, achieving notable efficiency gains, and continuously making breakthroughs in solar and wind energy technologies [4] - The internationalization of Chinese renewable energy standards is accelerating, enhancing compatibility and interconnectivity of regional equipment [4] Group 4: Risk Governance Covering the Entire Lifecycle - As the scale and complexity of BRI energy investments increase, there is a growing emphasis on systematic risk management throughout the project lifecycle [5][6] - Chinese enterprises have developed effective risk management mechanisms, including thorough feasibility studies and compliance management to ensure adherence to local laws and international standards [6] - The approach to risk management is evolving from traditional project-level strategies to a more systematic and networked governance model, requiring collaboration among governments and stakeholders to build resilient risk governance networks [6]

欧洲当下正深陷战略短视的泥潭，令人啼笑皆非的是，它对美国的谄媚并不能换来半分尊重。安全上， 欧洲依附美国，而经济上，它又无法摆脱对中国的依赖。新能源时代，中国企业牢牢掌握着锂、钴、稀 土等关键矿产的冶炼加工能力，以及风电、光伏等设备的产能优势。欧洲若想推进能源转型，摆脱对化 石能源的依赖，根本绕不开中国的供应链。强行"去中国化"，只会徒增转型成本，拖慢转型进程，最终 自废武功。 就拿金风科技的处境来说，最能说明问题。在2024年全球十大风电整机制造商排名中，金风稳居第一， 而美国通用电气旗下的GE Vernova则勉强挤入第十。在海外市场上，金风凭借实打实的成本优势占据主 动，与GE Vernova正面交锋。去年十月，金风高层就曾披露，中国企业的制造成本比西方竞争对手低至 少40%。这40%的优势，是中国风电全产业链多年积累的成果，却被欧美政客简单粗暴地等同于"补 贴"。《外国补贴条例》成了他们打压竞争对手的万能工具。 同日，美国内政部长伯古姆宣布将联合三十多个国家签署矿产合作协议，目标直指摆脱对中国关键矿产 的依赖。令人不解的是，欧盟竟然主动上前贴靠，明确提出要与美国建立矿产伙伴关系并制定专属路线 图，甘愿 ...

Core Insights - The marine engineering industry has experienced a surge in order announcements since February, indicating strong growth driven by technological upgrades and market demand [1][4] - A variety of A-share listed companies are involved in sectors such as offshore wind power equipment manufacturing, shipbuilding, and marine engineering construction, with order values ranging from hundreds of millions to tens of billions [1] Group 1: Company Announcements - TianShun Wind Power announced new contracts totaling approximately 870 million yuan for offshore wind projects, including significant orders for foundation structures [1] - Shanghai Electric Wind Power Group secured a major contract for a 550,000 kW offshore wind project, marking a strong start to the year with a total capacity of 576 MW [2] - China State Construction Engineering Corporation's subsidiary won a contract worth about 524 million yuan for the construction and installation of wind turbine foundations [2] - China Shipbuilding Industry Corporation's subsidiary signed a contract for the construction of 16 container ships, with a total transaction value between 736 million and 896 million USD [2] Group 2: Industry Trends - The recent order announcements reflect a comprehensive coverage of the entire industry chain, from core equipment like wind turbines and foundation structures to shipbuilding and engineering construction [3] - There is a clear trend towards high-end and large-scale products, with large-capacity wind turbines and heavy-duty foundations becoming mainstream orders, aligning with industry technological advancements [3] - The market is expanding both domestically and internationally, with orders from coastal provinces in China as well as breakthroughs in overseas shipbuilding and marine product deliveries [3] Group 3: Expert Opinions - Experts suggest that the surge in marine engineering orders is a result of dual drivers: domestic renewable energy planning and global marine economic development [4] - The integration of marine engineering with other sectors, such as marine aquaculture, is creating new growth opportunities by diversifying product applications [4] - The industry's competitiveness is increasingly reliant on technological capabilities and production capacity, with a focus on large-scale and high-end equipment [4]

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"）的全资子公司荷兰金风能源有限公司 的全资子公司 Goldwind Energy Italy S.r.l.（下称"金风意大利"）与 Tempa dei Greci S.r.l.签署《风机供货和安装协议》，由金风意大利为 其提供风机供货至项目现场、风机吊装、调试、试运行及缺陷责任期 的服务。 股票代码：002202 股票简称：金风科技 公告编号：2026-015 金风科技股份有限公司 关于为全资子公司金风意大利提供担保的公告 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 Energy Italy S.r.l. 资产负债率超过 70%，请投资者充分关注担保风险。 公司签署《母公司担保协议》，为金风意大利在上述《风机供货 和安装协议》项下的履约责任和义务提供担保，担保金额为19,300,424 欧元，折合人民币约为 159,253,588.55 元。 本次《母公司担保协议》签署日期为 2026 年 2 月 10 ...

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 公司關於為全資子公司金風意大利提供擔保的公告》，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 北京，2026年2月10日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高建軍先生、楊 麗迎女士及張旭東先生；公司獨立非執行董事為曾憲芬先生、劉登清先生及苗兆光先生；及 公司職工代表董事為余寧女士。 *僅供識別 股票代码：002202 股票简称：金风科技 公告编号：2026-015 金风科技股份有限公司 关于为全资子公司金风意大 ...

（文章来源：每日经济新闻） 每经AI快讯，2月10日，天顺风能(002531.SZ)公告称，公司海工板块全资子公司2025年12月至今新签订 或中标海工导管架、单管桩等订单累计约8.7亿元。主要订单项目包括金风科技浙江温州平阳1号海上风 电项目、中广核阳江帆石二海上风电场项目以及其他项目。 ...

Core Viewpoint - The report highlights the AH premium rates of various companies, indicating significant discrepancies between their H-shares and A-shares, with some companies showing extremely high premiums while others exhibit negative premiums [1]. Group 1: Top AH Premium Rates - Northeast Electric (00042) has the highest AH premium rate at 831.03%, with H-share priced at 0.290 HKD and A-share at 2.25 CNY [1]. - Sinopec Oilfield Service (01033) follows with a premium rate of 296.70%, H-share at 0.910 HKD and A-share at 3.01 CNY [1]. - Beijing Jingcheng Machinery Electric (00187) ranks third with a premium of 285.05%, H-share at 4.280 HKD and A-share at 13.76 CNY [1]. Group 2: Lowest AH Premium Rates - Contemporary Amperex Technology (03750) has the lowest AH premium rate at -13.27%, with H-share priced at 511.000 HKD and A-share at 370 CNY [1]. - China Merchants Bank (03968) shows a premium of -4.06%, H-share at 49.300 HKD and A-share at 39.49 CNY [1]. - WuXi AppTec (02359) has a premium of -2.14%, with H-share at 120.800 HKD and A-share at 98.7 CNY [1]. Group 3: Top Deviation Values - Jinju Group (02009) has the highest deviation value at 24.42%, with a premium of 212.05% [1]. - Beijing Jingcheng Machinery Electric (00187) has a deviation value of 21.92%, with a premium of 285.05% [1]. - Longpan Technology (02465) ranks third with a deviation value of 19.68%, and a premium of 101.01% [1]. Group 4: Lowest Deviation Values - JunDa Co., Ltd. (02865) has the lowest deviation value at -70.56%, with a premium of 176.15% [2]. - Changfei Optical Fiber (06869) follows with a deviation of -45.38%, and a premium of 105.94% [2]. - Chenming Paper (01812) has a deviation of -26.81%, with a premium of 190.80% [2].