证券代码：301155 证券简称：海力风电 公告编号：2026-002 江苏海力风电设备科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 环境。同时，公司依托前瞻性产能布局，紧密对接市场需求，有效把握市场机遇， 主营产品出货量与公司产能利用率均实现同比增长，推动盈利能力的提升。 四、其他相关说明 1、本次业绩预告数据是公司财务部门进行初步测算的结果，未经审计机构审 计。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 2、预计的业绩：预计净利润为正值且属于同向上升50%以上情形 | 项目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：32,709.58万元 – | 39,978.38万元 | 盈利： 6,611.20万元 | | | 比上年同期增长： | 394.76%-504.71% | | | 扣除非经常性损益 后的净利润 | 盈利：28,020.26万元 – | 34,246.99万元 | 盈 ...

证券代码：301155 证券简称：海力风电 公告编号：2026-003 江苏海力风电设备科技股份有限公司 关于 2025 年第四季度拟计提信用减值准备 及冲回资产减值准备的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 为真实、客观地反映江苏海力风电设备科技股份有限公司（以下简称"公司"） 的财务状况及资产价值，公司根据《企业会计准则》、《深圳证券交易所创业板 股票上市规则》、《深圳证券交易所创业板上市公司自律监管指南第1号——业务 办理》及公司会计政策的相关规定，现对2025年第四季度合并财务报表范围内可 能发生减值迹象的相关资产冲回并计提信用减值准备。现将具体情况公告如下： 一、计提信用减值准备及冲回资产减值准备情况概述 （一）计提信用减值准备及冲回资产减值准备的原因 根据《企业会计准则》及本公司会计政策的相关规定，本公司对2025年第四 季度合并范围内可能发生减值损失的各类资产进行了减值测试，对存在信用减值 损失及资产减值损失迹象的相关资产相应计提及冲回了减值准备。 （二）计提信用减值准备及冲回资产减值准备的资产范围和总金额 2025年第四季度各 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为994.97万元。该股近5个交易日累 计上涨2.68%，主力资金合计净流出3049.43万元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月29日，海力风电收涨0.10%，收盘价为91.32元，发生1笔大宗交易，合计成交量12.83万股，成交金 额994.97万元。 第1笔成交价格为77.55元，成交12.83万股，成交金额994.97万元，溢价率为-15.08%，买方营业部为中 国银河证券股份有限公司北京金融街证券营业部，卖方营业部为华泰证券股份有限公司北京月坛南街证 券营业部。 ...

Group 1 - The core transaction involved 128,300 shares of Haili Wind Power, with a total transaction value of 9.9497 million yuan, accounting for 2.82% of the total trading volume on that day [1] - The transaction price was 77.55 yuan per share, which represents a discount of 15.08% compared to the market closing price of 91.32 yuan [1] - The buyer was China Galaxy Securities Co., Ltd., while the seller was Huatai Securities Co., Ltd. [2]

Core Viewpoint - The wind power equipment sector experienced a rise of 1.65% on January 27, with HaiLi Wind Power leading the gains, while the overall market indices showed modest increases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4139.9, up 0.18%, and the Shenzhen Component Index closed at 14329.91, up 0.09% [1]. - The wind power equipment sector's individual stock performances are detailed in a table, highlighting significant gains for several companies [1]. Group 2: Stock Performance - HaiLi Wind Power (301155) closed at 92.13, with a rise of 6.83% and a trading volume of 69,500 shares, resulting in a transaction value of 637 million [1]. - Zhenjiang Co. (603507) saw a 6.81% increase, closing at 30.89, with a trading volume of 152,900 shares and a transaction value of 461 million [1]. - Mingyang Smart Energy (601615) increased by 5.79%, closing at 25.20, with a trading volume of 3,321,000 shares and a transaction value of 7.866 billion [1]. - Other notable performers include Jixin Technology (601218) with a 5.05% increase, Feiwo Technology (301232) up 4.87%, and Zhonghuan Hailu (301040) up 4.16% [1]. Group 3: Capital Flow - The wind power equipment sector experienced a net outflow of 90.89 million from institutional investors, while retail investors saw a net inflow of 83.65 million [2]. - The capital flow table indicates that Mingyang Smart Energy had a net inflow of 283 million from institutional investors, while retail investors had a net outflow of 21.6 million [3]. - Other companies like Daqian Heavy Industry (002487) and Feiwo Technology (301232) also showed varied capital flows, with significant net inflows and outflows from different investor types [3].

Group 1 - The core viewpoint of the article highlights a decline in the China Securities New Energy Index by 2.26% as of January 27, 2026, with mixed performance among constituent stocks [1] - The report indicates that in 2025, China's regulated power generation volume is expected to increase by 2.2% year-on-year, with wind and solar power generation volumes rising by 8.9% and 24.4% respectively, contributing 90.1% of the total power generation increment [1] - The shift in electricity consumption structure is accelerating, with the contribution from secondary industry decreasing while the tertiary industry and urban-rural residents now account for 50.2% of the electricity consumption increment [1] Group 2 - Guotai Junan Securities forecasts that global grid investments are likely to continue growing over the next decade, with China's "14th Five-Year Plan" period expected to maintain resilience in grid investments [1] - The top ten weighted stocks in the China Securities New Energy Index as of December 31, 2025, include CATL, Sungrow Power, TBEA, LONGi Green Energy, and others, collectively accounting for 43.23% of the index [1] - The New Energy ETF (159875) closely tracks the China Securities New Energy Index, serving as a convenient tool for investing in leading companies in the new energy sector [2]

Investment Rating - The industry investment rating is "Overweight" (maintained) [5] Core Insights - The report highlights that Deleja has signed a cooperation agreement for a 10MW wind gearbox R&D and manufacturing project with a total investment of 5 billion yuan, which will enhance the company's production scale and delivery capacity, solidifying its market competitiveness in the wind gearbox sector [5] - The global wind power installed capacity is experiencing a significant increase, with 86% of new installations concentrated in China, the United States, and Europe. In 2024, the global wind power installed capacity is expected to reach 117GW, a year-on-year growth of approximately 10% [7] - The report emphasizes the trend of wind turbine large-scale development, with the average capacity of newly installed onshore and offshore wind turbines in China increasing significantly from 1.8MW and 3.9MW in 2014 to 5.9MW and 10MW in 2024, respectively [7] Summary by Sections Industry Performance - Over the past 12 months, the industry has shown strong performance with relative returns of 25.83% over one month, 23.59% over three months, and 59.62% over twelve months compared to the CSI 300 index [3] Investment Highlights - The report suggests focusing on companies benefiting from the acceleration of offshore wind power and the large-scale development of wind turbines, including Deleja, Weili Transmission, and China High-Speed Transmission [7] - The global market for wind gearboxes is projected to grow rapidly, with an estimated market size of approximately 5.827 billion USD in 2024, expected to reach 8.370 billion USD by 2030 [7]

Investment Rating - Industry Rating: Recommended [5] Core Insights - The humanoid robot industry is accelerating towards mass production, driven by cost reduction demands and domestic suppliers' advantages in key components like precision transmission parts and electronic skin [15][16] - The sodium battery released by CATL showcases cost and performance advantages, with significant price increases in lithium carbonate impacting lithium battery costs, while sodium batteries are expected to achieve scale applications [19][20] - Domestic energy storage installations are experiencing substantial growth, with a diverse revenue structure and economic viability, benefiting leading companies in system integration and inverters [23] - The photovoltaic industry is poised for growth due to dual applications in ground and space, with HJT technology becoming a key direction for overseas expansion, enhancing global market potential [26][31] - China's wind power equipment exports are surging, with significant opportunities for leading companies in both domestic and overseas markets, supported by technological parity and cost advantages [27][40] - The electric equipment sector is entering a super boom cycle, driven by overseas demand and advancements in AI and smart grid technologies, with companies that possess strong channel resources and technical capabilities expected to benefit [42][43] Summary by Sections Humanoid Robots - The humanoid robot industry is seeing rapid industrialization, with major tech companies entering the market and expected mass production of Tesla's Optimus robot by the end of next year [15][16] - Key components suppliers in the T-chain are likely to benefit from the anticipated production ramp-up [16][17] Electric Vehicles - CATL's sodium battery demonstrates significant advantages in cost and performance, with the price of lithium carbonate impacting battery costs, while sodium batteries are expected to see widespread adoption [19][20] Renewable Energy - Domestic energy storage installations are on a growth trajectory, with leading companies in system integration and inverters set to benefit from the expanding market [23] - The photovoltaic sector is expected to grow due to advancements in HJT technology and increased global demand for solar installations [26][31] Wind Power - China's wind power equipment exports are increasing, with leading companies poised to capitalize on both domestic and international opportunities [27][40] Electric Equipment & AIDC - The electric equipment sector is entering a favorable cycle, with companies that have strong technical capabilities and market presence expected to benefit from increased overseas demand [42][43]

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

2026 年 01 月 24 日 行业研究 评级：推荐(维持) | 研究所： | | | | --- | --- | --- | | 证券分析师： | | 李航 S0350521120006 | | | | lih11@ghzq.com.cn | | 证券分析师： | | 邱迪 S0350522010002 | | | | qiud@ghzq.com.cn | | 证券分析师： | | 王刚 S0350524020001 | | | | wangg06@ghzq.com.cn | | 证券分析师： | | 李昂 S0350525030002 | | | | lia@ghzq.com.cn | | 联系人 | ： | 吴亦辰 S0350125030017 | | | | wuyc@ghzq.com.cn | [Table_Title] 马斯克推动太空算力布局，美国本土光伏产能建 设加速 ——新能源行业周报 最近一年走势 | 行业相对表现 | | 2026/01/23 | | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 电力设备 | 10.6% | 14. ...