Core Viewpoint - Goldwind Technology has publicly announced its compliance commitment in response to the European Commission's investigation under the Foreign Subsidies Regulation, emphasizing its adherence to international rules and local laws in all markets, including the EU [1] Group 1 - The company released a statement on February 4, 2026, regarding the investigation by the European Commission [1] - Goldwind Technology prioritizes compliance as a core aspect of its global operations [1] - The company assures that its business operations in the EU are proceeding normally and that it will continue to provide high-quality services and support to customers and partners [1]

Core Viewpoint - The company has issued a statement regarding the European Commission's investigation under the Foreign Subsidies Regulation, emphasizing its commitment to compliance and governance in all markets, including the EU [1] Group 1: Compliance and Governance - The company prioritizes compliance as a core aspect of its global operations [1] - It adheres to sound corporate governance and internal control systems [1] - The company strictly follows international rules and local laws in all operating regions [1] Group 2: Business Operations - The company's operations in the EU market are currently running normally and in an orderly manner [1] - It will continue to provide high-quality services and support to customers and partners [1]

Core Insights - The report highlights the significant growth potential of perovskite solar cells, driven by their advantages over traditional silicon cells, including lower costs, higher efficiency, and flexibility [9][10][11] - The demand for rubidium and cesium salts is expected to increase significantly due to the rising adoption of perovskite solar cells in various applications, including space photovoltaics and building-integrated photovoltaics (BIPV) [14][18] - The report anticipates that the global installed capacity of perovskite solar cells will grow from 20 GW in 2026 to 281.7 GW by 2030, leading to a corresponding increase in rubidium demand from 146.7 tons to 2065.7 tons during the same period [18] Industry Overview - The perovskite solar cell market is projected to see a penetration rate increase from 1.3% in 2025 to 30% by 2030, with significant growth in ground photovoltaic applications [11][14] - The flexible nature of perovskite solar cells allows for innovative applications in various sectors, including wearable devices, vehicle power generation, and portable electronics [12][13] - The BIPV market is expected to grow substantially, with a projected CAGR of 23.06% from 2026 to 2031, driven by the integration of perovskite solar cells into building materials [13] Company Insights - Key companies recommended for investment include Jin Yin He and Zhongkuang Resources, which are positioned to benefit from the expanding perovskite solar cell market and the associated demand for rubidium and cesium salts [19]

Core Viewpoint - The report highlights the current premium rates of AH shares, with Northeast Electric (00042), Zhejiang Shibao (01057), and Sinopec Oilfield Service (01033) leading in premium rates, while CATL (03750), China Merchants Bank (03968), and Hansoh Pharmaceutical (01276) are at the bottom of the list [1]. Premium Rate Rankings - The top three AH shares by premium rate are: - Northeast Electric (00042) with a premium rate of 815.25% - Zhejiang Shibao (01057) with a premium rate of 354.93% - Sinopec Oilfield Service (01033) with a premium rate of 295.40% [1]. - The bottom three AH shares by premium rate are: - CATL (03750) with a premium rate of -11.82% - China Merchants Bank (03968) with a premium rate of -2.30% - Hansoh Pharmaceutical (01276) with a premium rate of 1.62% [1]. Deviation Values - The top three shares with the highest deviation values are: - Goldwind Technology (02208) with a deviation value of 21.73% - Jinyu Group (02009) with a deviation value of 19.04% - Sinopec Oilfield Service (01033) with a deviation value of 18.76% [1]. - The bottom three shares with the lowest deviation values are: - Zhejiang Shibao (01057) with a deviation value of -41.23% - Junda Co., Ltd. (02865) with a deviation value of -39.46% - Yangtze Optical Fibre and Cable (06869) with a deviation value of -26.61% [1]. Additional Insights - The report includes a detailed table of the top and bottom AH shares by premium rate and deviation value, providing a comprehensive overview of the current market situation [2].

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable losses in both percentage and monetary terms across multiple sectors, particularly in metals, communication equipment, and renewable energy [1][2][3] Group 1: Stock Performance and Capital Outflow - Zijin Mining experienced a capital outflow of 2.275 billion, with a decline of 4.37% [2] - Xinyi Technology saw an outflow of 1.816 billion, with a decrease of 4.06% [2] - Aerospace Development had a capital outflow of 1.691 billion, reflecting a drop of 1.54% [2] - TBEA reported an outflow of 1.553 billion, with a decline of 5.05% [2] - Goldwind Technology faced a capital outflow of 1.217 billion, down by 9.02% [2] - Luoyang Molybdenum experienced an outflow of 1.203 billion, with a decrease of 6.34% [2] - BlueFocus Media saw an outflow of 1.145 billion, down by 5.76% [2] - Longi Green Energy had a capital outflow of 1.106 billion, with a decline of 5.59% [2] - Zhongjin Gold experienced an outflow of 1.033 billion, down by 5.20% [2] - Shanzhi High-Tech saw an outflow of 0.975 billion, with a decrease of 6.23% [2] - Sungrow Power Supply experienced an outflow of 0.963 billion, down by 4.12% [2] Group 2: Additional Stocks and Their Performance - Xinyi Silver experienced a capital outflow of 0.850 billion, with a decline of 6.33% [3] - China Western Power saw an outflow of 0.833 billion, down by 7.14% [3] - Inovance Technology had a capital outflow of 0.811 billion, with a decrease of 6.62% [3] - Sanhua Intelligent Control experienced an outflow of 0.806 billion, down by 3.04% [3] - TCL Zhonghuan saw an outflow of 0.781 billion, with a slight increase of 1.61% [3] - Jiangxi Copper experienced a capital outflow of 0.707 billion, down by 5.10% [3] - Shandong Gold saw an outflow of 0.683 billion, with a decline of 3.92% [3] - SMIC experienced a capital outflow of 0.676 billion, down by 2.65% [3] - Jiejia Weichuang faced an outflow of 0.626 billion, with a significant drop of 12.39% [3]

我国的一家千亿风电巨头，突然在港股尾盘遭遇了黑色时刻，股价跳水超过6%，20万股民彻夜难眠， 投入的资金将要打水漂。 这并非是因为我国企业自身的问题，而是欧盟的一场巨大阴谋，明明我们为欧洲送去了廉价电力，可他 们却要调查我国，实在是令人感到气愤。 欧盟为什么要调查我国企业？这中间究竟有什么阴谋？ 被欧盟调查的中国企业 2月4日，千亿市值的风电巨轮在A股维持着微涨0.44%的表面平静，却在港股尾盘遭遇了惊心动魄的"黑 色时刻"，股价瞬间跳水跌超6%。 欧盟此次发难的理由，乍一听似乎占据了道德高地，他们质疑金风科技依靠中国政府的补贴，在欧洲市 场进行扭曲式的低价竞争。 文|安于命 编辑|安于命 然而，一旦剥离了政治话术，单看那份让欧洲同行嫉妒得眼红的财报数据，这个借口便显得荒谬绝伦。 这一夜，对于金风科技背后的20万股东而言，恐怕比寒冬更刺骨，谁能料到，这家连续三年问鼎全球装 机量榜首、正作为主力军协助欧洲推行"绿色革命"的中国企业，等来的不是盟友的鲜花，而是一纸这一 纸冷冰冰的反补贴调查传票。 倘若金风科技真的依靠补贴进行倾销，其海外利润率理应被压得极低，但现实数据却给了调查者一记响 亮的耳光。 2025年上半 ...

2月5日，欧盟宣布调查公司，金风科技A股大幅下跌超9%，H股目前跌超5%。 消息上，欧盟委员会依据《外国补贴条例》（FSR），正式对中国风电整机制造商金风科技启动深入调查。调查聚焦于其在 欧销售风力发电机组及相关服务的活动中，是否接受了扭曲市场竞争的政府补贴。这项始于2024年4月的审查，预计将持续 至2027年秋季。 表面上，这是一次针对单家企业的合规性审查。实则，它是欧盟动用全新监管工具，对其清洁能源产业链发起系统性保护 的最新动作。有分析指出，欧盟调查的官方理由是"不公平补贴"，但这把"屠刀"真正想阻击的，是中国风电产业凭借完整供 应链和激进创新挥出的成本优势。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

Group 1 - The core point of the article highlights the performance of the Belt and Road ETF managed by E Fund, which experienced a decline of 1.95% to 1.709 yuan as of the midday close on February 5, with a trading volume of 4.9066 million yuan [1] - The major holdings of the ETF include companies such as Xiaogoods City, which fell by 0.07%, Goldwind Technology, which dropped by 9.46%, and China Aluminum, which decreased by 6.77% [1] - The ETF's performance benchmark is the CSI State-Owned Enterprises Belt and Road Index, with a return of 74.37% since its inception on November 6, 2019, and a return of 9.89% over the past month [1] Group 2 - The fund is managed by E Fund Management Co., Ltd., with Liu Shurong as the fund manager [1] - The article provides a snapshot of the performance of various stocks within the ETF, indicating mixed results with some stocks like Dong'a Ejiao increasing by 0.20% and others like Nanjing Energy decreasing by 7.89% [1] - The article emphasizes the importance of cautious investment, noting that market risks exist [1]

格隆汇2月5日｜欧盟宣布调查公司，金风科技A股大幅下跌超9%，H股目前跌超5%。 消息上，欧盟委 员会依据《外国补贴条例》（FSR），正式对中国风电整机制造商金风科技启动深入调查。调查聚焦于 其在欧销售风力发电机组及相关服务的活动中，是否接受了扭曲市场竞争的政府补贴。这项始于2024年 4月的审查，预计将持续至2027年秋季。 表面上，这是一次针对单家企业的合规性审查。实则，它是欧 盟动用全新监管工具，对其清洁能源产业链发起系统性保护的最新动作。有分析指出，欧盟调查的官方 理由是"不公平补贴"，但这把"屠刀"真正想阻击的，是中国风电产业凭借完整供应链和激进创新挥出的 成本优势。 ...

Group 1 - The core viewpoint of the news highlights the decline of the China Rare Earth Industry Index by 4.45% as of February 5, 2026, with leading stocks such as Jinfeng Technology and China Aluminum experiencing significant drops [1] - The U.S. plans to initiate a critical mineral reserve project, the "Treasury Plan," which reinforces the long-term premium logic of rare earths as "strategic metals" [1] - Research institutions believe that the strategic position of global rare earth resources is continuously improving, marking the entry of the rare earth industry into a new era of high-quality development [1] Group 2 - On the supply side, quota controls and regulatory policies are expected to strengthen the rigid logic of supply, while on the demand side, emerging fields such as electric vehicles, humanoid robots, and low-altitude economy are anticipated to drive long-term high growth in demand [1] - It is projected that starting in 2026, the global supply-demand gap for rare earths will continue to expand, with prices expected to remain stable or increase, leading to sustained improvement in the profitability of the industry chain [1] - CITIC Securities' research report recommends strategic allocation value in the rare earth industry chain due to these favorable conditions [1] Group 3 - The China Rare Earth Industry Index closely tracks the performance of listed companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of the rare earth industry [2] - As of January 30, 2026, the top ten weighted stocks in the index include Northern Rare Earth, Jinfeng Technology, Xiamen Tungsten, and China Aluminum, collectively accounting for 61.43% of the index [2] Group 4 - The Rare Earth ETF by Jiashi (516150) serves as a convenient tool for investors to gain exposure to the domestic rare earth industry chain [3] - Investors can also utilize the Jiashi Rare Earth ETF Connect Fund (011036) to seize investment opportunities in the rare earth sector [4]