此外，多位业内人士表示，在国内，随着海上风电进入招标旺季，行业盈利水平将持续改善，特别是三 季度风电项目开工步入旺季，行业有望迎来景气加速阶段，整机、零部件等产业链各环节企业业绩均在 持续改善。 消息上，10月20日，被誉为中国风电"风向标"与"晴雨表"的2025北京国际风能大会暨展览会开幕。大会 开幕式上，《风能北京宣言2.0》正式发布，该宣言旨在凝聚全球风电产业的共识与力量，其中提出"十 五五"期间年新增装机容量不低于1.2亿千瓦，相比2020年提出的装机目标，年均装机量翻番。 港股风电股普遍上涨，其中，金风科技涨超6%，东方电气涨4.4%，中国高速传动涨近3%，新天绿色能 源涨1.6%，龙源电力跟涨。 | 代码 | 名称 | 最新价 涨跌幅 v | | | --- | --- | --- | --- | | 02208 | 金风科技 | 13.590 | 6.17% | | 01072 | 东方电气 | 18.760 4.40% | | | 00658 | 中国高速传动 | 1.750 | 2.94% | | 00956 | 新天绿色能源 | 4.410 | 1.61% | | 00916 | 龙源电力 ...

10月20日消息，在今天开幕的北京国际风能大会暨展览会（CWP2025）上，发布了《风能北京宣言 2.0》。宣言指出，风电能够在实现国家自主贡献目标中发挥关键作用，是应对气候变化、保障能源安 全、促进经济高质量发展的关键抓手。 宣言表示，中国风能资源丰富，开发潜力巨大。"三北"地区陆上风能资源经济技术开发量超过75亿千 瓦，通过本地消纳与跨区平衡，可提供最低成本的电力供应；中东南部陆上风能资源经济技术开发量超 过25亿千瓦，因地制宜集约发展空间广阔；离岸300公里范围内海上风能源资源经济技术开发量超过27 亿千瓦，已进入大规模商业化开发阶段。中国风电持续保持高速稳定发展，正进入年均新增装机1亿千 瓦以上的新时代。风电已经成为最具市场竞争力的电源，以最经济的方式推进能源转型、实现气候目 标。风电产业链长、辐射范围广，可以拉动上下游产业发展，形成全球性先进装备产业集群。 为加快风电产业发展，宣言提出五点倡议：制定与气候目标相适应的产业规划；结合新形势完善产业政 策体系；政产学研携手加大技术创新力度；推动风电集成化融合式发展；持续深化国际合作促进共同繁 荣。 宣言建议，在国家自主贡献目标指引下，综合资源潜力、技术能 ...

上述合同属于公司日常经营合同，因受合同具体交货批次及验收时间的影响，对公司2025年当期业绩影 响尚存在不确定性，但合同的履行期间预计将对公司业绩产生积极的影响。 时代新材（600458）(600458.SH)发布公告，公司2025年7月1日—2025年9月30日与风电各大主机厂(简 称"买方")签订《叶片销售合同》，合同标的物：风电叶片及相关服务。公司向买方销售叶片及相关服 务,合同金额总计约合人民币44.9亿元(含税价)。 ...

时代新材公告，公司2025年7月1日至9月30日期间与风电各大主机厂签订了《叶片销售合同》，合同金 额总计约合人民币44.9亿元。合同分为海上风电项目和陆上风电项目两部分，其中海上风电项目合同金 额为4.42亿元，陆上风电项目合同金额为40.48亿元。合同标的物包括14-16MW海上风电叶片及相关服 务和6-10MW陆上风电叶片及相关服务。合同履行预计将对公司业绩产生积极影响，但具体对公司2025 年当期业绩的影响存在不确定性。 ...

Company Overview - Jiangsu Xihua New Energy Technology Co., Ltd. (referred to as "Xihua Technology") has successfully passed the listing review for its initial public offering (IPO) on September 5, 2025 [1] - The company specializes in the research, manufacturing, and sales of high-end equipment components, primarily focusing on wind turbine gearbox components and injection molding machine parts [4] - Xihua Technology is recognized as a leading manufacturer in the global market, providing comprehensive services for wind turbine gearbox components and aiming to become a top-tier manufacturer in the new energy wind power sector [4] Market Position and Client Relationships - The company has established long-term partnerships with major global wind turbine gearbox manufacturers such as NGC, Flender, and ZF, as well as with leading injection molding machine manufacturers like Haitian [4] - Xihua Technology has developed stable relationships with competitive clients in the wind turbine gearbox industry, including Delijia and CRRC [4] Product Development and Industry Leadership - The company is aligned with the market trend of large-scale wind power equipment, continuously upgrading its manufacturing technology for gearbox components [4] - Xihua Technology has developed products applicable to wind turbine units ranging from 1MW to 22MW, maintaining a leading position in the industry [4] - The company holds approximately 20% market share in the global market for wind turbine gearbox components from 2022 to 2024 [4] Financial Performance - Xihua Technology has shown steady growth, with annual revenue exceeding 900 million yuan from 2022 to 2024 [5] - For the first half of 2025, the company reported a revenue of 580 million yuan, representing a year-on-year increase of 36.67%, and a net profit of approximately 94.29 million yuan, with a growth rate of 55.67% [5] - As of late July 2025, the company has a backlog of orders totaling approximately 32,378.12 tons, with a monthly average of 12,951.25 tons, marking a 70.04% increase compared to the previous year's average monthly sales [5] Industry Trends and Policy Support - The Chinese government has introduced favorable policies to promote the development of offshore wind power projects, with significant growth in project bidding volumes for wind turbine manufacturers [6] - In 2024, the bidding volume for wind turbine projects reached 220.64GW, a year-on-year increase of 89.41%, indicating strong demand in the wind power industry for 2025 [6] IPO and Fundraising - Xihua Technology plans to raise 1.498 billion yuan through its IPO to fund the industrialization of core wind power equipment and the construction of a research and development center [6]

Core Viewpoint - Times New Material (时代新材) has secured significant contracts in the wind power sector, indicating strong business growth and market position in the industry [1][3]. Group 1: Contract Details - The company signed a daily operation contract with major wind power manufacturers worth approximately 2.711 billion yuan, primarily involving wind turbine blades and related services [1][3]. - The contract includes both offshore and onshore wind power projects, with the onshore portion accounting for 2.705 billion yuan and the offshore portion for 6 million yuan [1][3]. - Cumulatively, the company has signed wind power contracts totaling 4.691 billion yuan in the first half of 2025 [4]. Group 2: Financial Performance - The company has experienced continuous revenue and net profit growth over the past three years, with revenues of 15.03 billion yuan in 2022 and 17.54 billion yuan in 2023, representing year-on-year growth of 7.01% and 16.65% respectively [8][10]. - In 2024, the company achieved revenues of 20.055 billion yuan, a year-on-year increase of 14.35%, and a net profit of 444.5 million yuan, up 15.20% [9][10]. - In the first quarter of 2025, the company reported a slight revenue decline to 4.158 billion yuan, down 1.11% year-on-year, while net profit increased by 26.3% to 152 million yuan [2][10]. Group 3: Market Position and Expansion - Times New Material is the second-largest manufacturer of wind turbine blades in China and has strong independent R&D capabilities [5][8]. - The company has established deep partnerships with leading wind power manufacturers, maintaining a market share of over 40% with Zhejiang Wind Power [5]. - The company is expanding its production capacity with nine blade manufacturing bases across major wind resource areas in China and has initiated construction of a new base in Vietnam [5][6]. Group 4: Shareholder Activity - Recently, several shareholders, including the chairman and senior executives, announced plans to reduce their holdings in the company between July 28, 2025, and October 27, 2025, to meet personal financial needs [10].