9月30日，桂冠电力盘中上涨2.01%，截至14:00，报6.60元/股，成交1.53亿元，换手率0.30%，总市值 520.24亿元。 资金流向方面，主力资金净流出736.22万元，特大单买入585.79万元，占比3.82%，卖出1178.58万元， 占比7.69%；大单买入2554.34万元，占比16.66%，卖出2697.76万元，占比17.59%。 桂冠电力今年以来股价跌1.20%，近5个交易日涨4.60%，近20日涨3.29%，近60日跌0.45%。 分红方面，桂冠电力A股上市后累计派现174.80亿元。近三年，累计派现47.69亿元。 机构持仓方面，截止2025年6月30日，桂冠电力十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股1234.50万股，相比上期减少732.57万股。东方红中证东方红红利低波动指数A（012708） 位居第十大流通股东，持股805.60万股，为新进股东。 责任编辑：小浪快报 今年以来桂冠电力已经1次登上龙虎榜，最近一次登上龙虎榜为7月9日，当日龙虎榜净买入-1054.99万 元；买入总计6739.01万元 ，占总成交额比9.29%；卖出总计7794.00万 ...

Core Viewpoint - Jinlei Co., Ltd. has shown significant growth in revenue and profit, with a strong performance in the wind power equipment sector, despite a recent decline in stock price [1][2]. Financial Performance - As of June 30, 2025, Jinlei Co., Ltd. achieved a revenue of 1.283 billion yuan, representing a year-on-year increase of 79.85% [2]. - The net profit attributable to shareholders for the same period was 188 million yuan, reflecting a year-on-year growth of 153.34% [2]. - The company has distributed a total of 474 million yuan in dividends since its A-share listing, with 178 million yuan distributed over the past three years [3]. Stock Performance - On September 30, Jinlei's stock price decreased by 2.00%, trading at 29.83 yuan per share, with a total market capitalization of 9.55 billion yuan [1]. - Year-to-date, the stock price has increased by 50.28%, with a 3.18% rise over the last five trading days, 13.55% over the last twenty days, and 32.05% over the last sixty days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 30,100, up by 20.23% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 16.82% to 8,068 shares [2]. - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 3.1565 million shares, an increase of 232,900 shares from the previous period [3].

9月30日，天能重工盘中下跌2.02%，截至13:53，报6.29元/股，成交3.33亿元，换手率5.12%，总市值 64.33亿元。 资金流向方面，主力资金净流出3915.86万元，特大单买入554.88万元，占比1.67%，卖出2640.77万元， 占比7.93%；大单买入6271.28万元，占比18.83%，卖出8101.26万元，占比24.32%。 天能重工今年以来股价涨26.31%，近5个交易日涨4.83%，近20日涨14.99%，近60日涨9.77%。 今年以来天能重工已经1次登上龙虎榜，最近一次登上龙虎榜为3月21日，当日龙虎榜净买入5474.82万 元；买入总计1.64亿元 ，占总成交额比21.31%；卖出总计1.10亿元 ，占总成交额比14.21%。 资料显示，青岛天能重工股份有限公司位于山东省青岛胶州市三里河街道东方理想家2栋，成立日期 2006年3月3日，上市日期2016年11月25日，公司主营业务涉及风机塔架及其相关产品的制造和销售、新 能源(风力、光伏)发电项目的开发投资、建设和运营业务等。主营业务收入构成为：风电设备制造 76.81%，风力发电17.65%，光伏发电3.96%，其他 ...

Investment Rating - The report assigns a "Buy" rating to the company, marking its first coverage [6]. Core Insights - The company is a global leader in the anchor chain industry, with significant growth potential driven by the floating wind power sector [5][4]. - The company has a strong market position, benefiting from the increasing demand in shipbuilding and offshore platform investments [5][2]. - The company has shown impressive order growth, with a 68.1% increase in new orders for mooring chains in the first half of 2025 compared to the entire year of 2024 [3]. Company Overview - Jiangsu Yaxing Anchor Chain Co., Ltd. was established in 1981 and has developed into a leading manufacturer of ship chains and mooring chains, with a revenue composition of 71.6% from ship chains and 27.0% from mooring chains as of 2024 [1][26]. - The company has a production capacity of 350,000 tons, including 160,000 tons of ship chains and 110,000 tons of offshore platform mooring chains [26]. Industry Trends - The global shipbuilding industry is experiencing a growth cycle, with new ship orders increasing by 58.8% in 2024, and China's share of new orders rising to 66.9% [2][48]. - Offshore oil and gas exploration investments are projected to continue growing, with an expected investment of $220 billion in 2025, reflecting a 5.0% year-on-year increase [3]. - The floating wind power market is anticipated to see explosive growth, with a projected compound annual growth rate of 54.9% from 2024 to 2029 [4]. Financial Projections - The company is expected to achieve revenues of 2.25 billion, 2.61 billion, and 3.03 billion yuan from 2025 to 2027, with year-on-year growth rates of 13.3%, 15.7%, and 16.4% respectively [5][10]. - The net profit attributable to shareholders is projected to grow from 342 million yuan in 2025 to 488 million yuan in 2027, with growth rates of 21.1%, 19.9%, and 19.2% [5][10].

为满足客户一站式、多样化需求，大金重工产品和服务已由风电海工基础装备研发与制造逐步延伸到远 洋特种运输、船舶设计与建造、风电母港运营等领域，并积极布局新能源开发与运营业务，逐步从产品 供应商向系统服务商转型。2025年上半年，大金重工交付海外的海风基础装备产品全部采用DAP(目的 地交货)模式。 全球风能理事会(GWEC)预计，2025-2034年欧洲海风新增装机达到126GW，对应年均新增海风装机量 12.6GW，是过去5年(2020-2024年)年均装机的4倍以上，且呈现加速上升趋势。此外，海上风电的开发 趋势将逐渐从近海走向深海，漂浮式海上风电项目预计将在2030年进入商业化阶段。依托在全球主流海 上风电市场项目交付经验的领先优势，大金重工未来营收规模和盈利水平有望持续提升。 中证报中证网讯(王珞)大金重工（002487）9月29日晚公告称，公司已向香港联交所递交首次公开发行H 股股票并在主板上市申请。此举标志着大金重工正式启动"A+H"双资本平台建设工作，有望成为港股市 场"海风装备全产业链第一股"。 大金重工于2010年在深交所上市，是一家全球领先的海上风电核心装备供应商，深耕新能源行业近二十 年， ...

Company Overview - Ningbo Dongli Co., Ltd. is located at No. 1 Yinhai Road, Jiangbei District, Ningbo City, Zhejiang Province, established on June 8, 1998, and listed on August 23, 2007. The company specializes in the manufacturing, processing, and sales of general equipment, including transmission equipment and door control systems. The main revenue composition is as follows: transmission equipment 84.61%, door control systems 13.20%, and others 2.20% [1]. Stock Performance - As of September 30, Ningbo Dongli's stock price decreased by 2.06%, trading at 14.77 CNY per share, with a total market capitalization of 7.86 billion CNY. The stock has increased by 194.81% year-to-date, with a recent decline of 3.84% over the last five trading days, a 16.76% increase over the last 20 days, and a 63.75% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" 10 times this year, with the most recent appearance on September 9 [1]. Financial Performance - For the period from January to June 2025, Ningbo Dongli achieved operating revenue of 734 million CNY, representing a year-on-year growth of 4.77%. The net profit attributable to the parent company was 30.58 million CNY, reflecting a significant year-on-year increase of 43.65% [2]. - The total number of shareholders as of July 31 was 56,900, a decrease of 7.52% from the previous period, with an average of 8,437 circulating shares per person, an increase of 8.13% [2]. Dividend Information - Since its A-share listing, Ningbo Dongli has distributed a total of 191 million CNY in dividends. However, there have been no dividend distributions in the past three years [3].

分红方面，吉电股份A股上市后累计派现9.69亿元。近三年，累计派现7.64亿元。 资料显示，吉林电力股份有限公司位于吉林省长春市人民大街9699号，成立日期1997年11月20日，上市 日期2002年9月26日，公司主营业务涉及发电(风电、太阳能、水电、火电、分布式能源、气电、生物 质、核能)、供热(民用、工业)、综合智慧能源供应、清洁能源投资开发、电站检修、科技项目研发、配 售电等业务。主营业务收入构成为：煤电产品33.67%，光伏产品29.55%，风电产品23.40%，热力产品 10.86%，运维及其他2.52%。 吉电股份所属申万行业为：公用事业-电力-电能综合服务。所属概念板块包括：氢能源、风能、海上风 电、新能源、储能等。 截至9月19日，吉电股份股东户数15.43万，较上期减少3.59%；人均流通股21654股，较上期增加 3.73%。2025年1月-6月，吉电股份实现营业收入65.69亿元，同比减少4.63%；归母净利润7.26亿元，同 比减少33.72%。 9月30日，吉电股份盘中上涨2.12%，截至10:03，报6.25元/股，成交3.38亿元，换手率1.65%，总市值 226.70亿元。 ...

截至2025年6月30日，大金重工是亚太地区唯一实现向欧洲批量交付单桩的供应商。公司业务已从海上 风电基础装备研发制造延伸至远洋特种运输、船舶设计与建造、风电母港运营等领域，并布局新能源开 发与运营。 大金重工（002487）向香港交易所主板提交上市申请，华泰国际和招商证券国际为其联席保荐人。 根据弗若斯特沙利文报告，按2025年上半年单桩销售金额计算，大金重工是欧洲市场排名第一的海上风 电基础装备供应商，市场份额大幅提升。 公司成立于2000年，2010年在深交所上市，是中国A股首家风电塔桩上市公司。大金重工致力于为全球 大型海上风电开发商提供"建造+运输+交付"一站式解决方案。 2022年至2025年上半年，海外收入占总收入比例从16.4%提升至79.0%，显示"新两海战略"的成功实 施。 欧洲海上风电市场的高壁垒和高附加值是驱动公司盈利能力提升的主要因素，公司已构建全球战略营销 体系。 ...

Core Viewpoint - 大金重工 is a leading supplier of offshore wind power core equipment, focusing on providing comprehensive solutions in the renewable energy sector, with significant growth in overseas markets, particularly in Europe [1] Company Overview - Founded in 2000 and listed on the Shenzhen Stock Exchange in 2010, 大金重工 is the first company in China's A-share market to list wind power tower foundations [1] - As of September 29, the total market capitalization of 大金重工 is 30.153 billion RMB [1] - The company has been deeply involved in the renewable energy industry for nearly two decades, offering a one-stop solution for construction, transportation, and delivery of wind power infrastructure [1] Market Position - According to Frost & Sullivan, by June 30, 2025, 大金重工 will be the only supplier in the Asia-Pacific region capable of delivering single piles in bulk to Europe [1] - The company has expanded its product and service offerings from offshore wind power equipment to include specialized ocean transportation, ship design and construction, and wind power port operations [1] Strategic Developments - In 2023, the company upgraded its "Two Seas Strategy" to a "New Two Seas Strategy" to better meet diverse customer needs [1] - From 2022 to the first half of 2025, the company's overseas business has seen rapid growth, with overseas revenue accounting for a significant portion of total revenue [1] Financial Performance - For the six months ending June 30, 2025, the company achieved operating revenue of 2.841 billion RMB, a year-on-year increase of 109.5%, and a net profit of 546.515 million RMB, up 214.3% [1] - The gross profit margin has improved, with gross profit reaching 800.339 million RMB, representing 28.2% of total revenue for the same period [1] - The company has established a strong international brand reputation in the European offshore wind market, which is a key driver of its profitability [1]

行业人士表示实属天灾 据阳江当地媒体报道，华能雷平风电场总装机容量17.85万千瓦，为东平、新洲一带的沿海山地风电场，项目分四期建设，共有109台机组。项目首台风机 于2012年3月19日并网，至2022年底累计上网电量约30亿千瓦时。 针对本次事故，有业内人士告诉《每日经济新闻》记者，涉事风场采用陆上风电1.5MW（兆瓦）机型，单机容量较小，其叶片长度、塔筒高度等参数均 低于当前主流陆上风机水平，建设成本相对较低。该风场2012年投运后，已持续安全运行13年，制造商质保期于2017年结束，目前由业主委托第三方负责 运维。 每经记者｜孔泽思 每经编辑｜陈柯名 张海妮 近日，今年第18号台风"桦加沙"登陆广东阳江，登陆时中心附近最大风力13级（40米/秒）。疾风骤雨之后，东平镇村民发现，沿海数台风力发电机组倒 塌。 图片来源：每经记者 孔泽思 摄 据网络上流传的视频，受损风机上印有"中国华能"字样，所在地为华能雷平风电场，有倒塌风机的设备制造商为明阳智能（SH601615，股价16.19元，市 值367.76亿元）。 多名风电行业人士向《每日经济新闻》记者表示，此次风电场实录最大风速达到75米/秒，强度远超风机 ...