近期，风电行业迎来重要政策指引。长江证券指出，"十五五"期间国内风电年新增装机容量有望不低于120GW，其中海上 风电不低于15GW，较"十四五"期间实现翻倍以上增长，产业景气新周期愈发明确。随着《风能北京宣言2.0》的发布，叠 加风机中标价格回升至1500-1600元/KW区间，产业链压力得到有效缓解，预计2026年风机制造端毛利率有望显著修复，零 部件环节盈利能力亦将保持较高水平。 截至10月22日，创业板ETF平安近3年净值上涨32.85%，排名可比基金前2。从收益能力看，截至2025年10月22日，创业板 ETF平安自成立以来，最高单月回报为37.37%，最长连涨月数为5个月，最长连涨涨幅为67.00%，涨跌月数比为40/38，上 涨月份平均收益率为7.18%，年盈利百分比为60.00%。截至2025年10月22日，创业板ETF平安近6个月超越基准年化收益为 2.94%。 截至2025年10月17日，创业板ETF平安近1年夏普比率为1.40。 回撤方面，截至2025年10月22日，创业板ETF平安近半年最大回撤9.95%，相对基准回撤0.09%。 费率方面，创业板ETF平安管理费率为0.15%，托管费 ...

Core Viewpoint - The Fourth China-Central and Eastern European Countries Expo and International Consumer Goods Expo is being held in Ningbo, Zhejiang, from May 22 to 25, aiming to foster cooperation and new opportunities with European partners [1]. Group 1: Event Overview - The expo is expected to attract over 15,000 professional visitors, including more than 3,000 overseas buyers from 72 countries and regions, with anticipated import procurement intentions exceeding 10 billion yuan from Central and Eastern Europe [1]. - Slovenia and Slovakia are the guest countries, while Heilongjiang Province is the theme province. The total exhibition area is 80,000 square meters, divided into Central and Eastern European exhibition areas and export consumer goods exhibition areas [1]. Group 2: Exhibition Areas - The exhibition is divided into four display sections: "Dynamic Highlights," focusing on guest countries and provincial showcases; "Smart Central and Eastern Europe," highlighting AI and smart manufacturing; "Charming Central and Eastern Europe," showcasing cultural arts; and "Quality Central and Eastern Europe," featuring immersive cooking and craftsmanship demonstrations [2]. - The export consumer goods exhibition area, covering 60,000 square meters, includes 1,028 enterprises from across the country, showcasing advantageous industries and consumer products, divided into four sections: consumer goods, home products, smart products, and green products [2]. Group 3: Activities and Engagement - The expo will focus on economic and trade activities, encompassing education, culture, and sports, with a structured program of "11+4+N" activities designed to enhance engagement [4]. - The "11" refers to key activities within the expo framework, including the opening ceremony, four trade negotiation events, three investment promotion activities, and three cultural exchange events [4]. - The "4" indicates concurrent institutional activities, such as the China-Central and Eastern European Countries Joint Chamber of Commerce meeting and the 2025 China-Central and Eastern European Countries Mayors Forum [4]. - The "N" represents over 50 specialized matchmaking events aimed at exploring cooperation opportunities across various sectors and countries [4].