风电产业发展

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锡华科技沪主板IPO过会 募资加码风电装备布局
Zheng Quan Shi Bao Wang· 2025-09-05 11:43
招股书显示,锡华科技主要从事大型高端装备专用部件的研发、制造与销售,产品结构以风电齿轮箱专用部件为主、注塑机厚大专用部件为辅,是全球行业 领先、质量可靠、技术卓越的大型高端装备专用部件制造商。公司产品主要应用于大型风电装备与注塑机领域,公司是国内少数可提供风电齿轮箱专用部件 全工序服务的企业,致力于成为新能源风电领域的全球顶尖大型高端装备专用部件制造商。 锡华科技是南高齿、弗兰德、采埃孚等全球排名前列的风电齿轮箱制造商大型专用部件、全球大型注塑机龙头海天塑机厚大专用部件的长期主力供应伙伴, 大部分主要客户与公司合作十年以上,并与德力佳、中车股份等风电齿轮箱行业具有较强竞争力及较高市场地位的优质客户逐步建立了稳定的合作关系。 9月5日,上交所上市审核委员会召开2025年第33次上市审核委员会审议会议,江苏锡华新能源科技股份有限公司(简称"锡华科技")首发上市申请获审议通 过,公司顺利过会。 此次IPO,锡华科技拟募资14.98亿元,用于风电核心装备产业化项目(一期)以及研发中心建设项目,旨在持续提升公司核心竞争力。 锡华科技紧跟风电装备大型化的市场趋势,不断升级风电齿轮箱专用部件的制造技术,研发进度始终与市场最 ...
时代新材斩获27亿风电销售大单 营收净利三连增风电叶片规模国内第二
Chang Jiang Shang Bao· 2025-07-06 22:40
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].