Group 1 - The stock price of Guosheng Technology closed at 3.87 yuan on August 12, down 0.06 yuan, representing a decline of 1.53% from the previous trading day [1] - The trading volume for the day was 202,900 hands, with a transaction amount of 79 million yuan [1] Group 2 - Guosheng Technology's main business involves the manufacturing of photovoltaic equipment [1] - The company recently co-founded Guosheng Future (Jiangsu) Energy Technology Co., Ltd., with a registered capital of 10 million yuan, focusing on wind power technology services and other renewable energy sector activities [1]

华能海上风电科学技术研究有限公司，成立于2020年，位于盐城市，是一家以从事研究和试验发展为主 的企业。企业注册资本5000万人民币。通过天眼查大数据分析，华能海上风电科学技术研究有限公司参 与招投标项目16次，专利信息570条，此外企业还拥有行政许可14个。 来源：金融界 金融界 2025 年 8 月 12 日消息，国家知识产权局信息显示，中国华能集团清洁能源技术研究院有限公 司、盛东如东海上风力发电有限责任公司、华能海上风电科学技术研究有限公司取得一项名为"风机发 电 LCOE 指标预测方法及装置"的专利，授权公告号 CN115392579B，申请日期为 2022 年 08 月。 天眼查资料显示，中国华能集团清洁能源技术研究院有限公司，成立于2010年，位于北京市，是一家以 从事研究和试验发展为主的企业。企业注册资本133757.27万人民币。通过天眼查大数据分析，中国华 能集团清洁能源技术研究院有限公司共对外投资了12家企业，参与招投标项目4347次，财产线索方面有 商标信息65条，专利信息5000条，此外企业还拥有行政许可12个。 盛东如东海上风力发电有限责任公司，成立于2014年，位于南通市，是一家 ...

多家新能源企业ESG评级获得显著提升。 中伟股份则因其劳工管理和供应链透明度获得高分，董事会独立性强，且所有业务均纳入道德审计范 畴。另外，中伟股份把"零碳工厂+循环园区"模式复制到5大基地，单位产品碳排两年下降23 %，并上 线区块链溯源系统，对镍、钴等关键原料实现100 %尽责管理，从而完成从BBB到AA的"跳级"。 另外，四家企业都将ESG优势转化为订单优势。比如说，欣旺达推出625 Ah超大储能电芯及电池护照数 字化平台，提前满足欧盟电池法规，目前已经和2024年出货量居全球前五的交流侧储能系统供应商建立 了业务关系。评级提升不仅降低了资本成本，更让这些企业在全球新能源供应链重构中赢得先机，形 成"ESG-技术-市场-资本"正向循环。 近日，国际权威指数机构摩根士丹利资本国际公司（Morgan Stanley Capital International，以下简 称"MSCI"）发布最新ESG（环境、社会和公司治理）评级结果。璞泰来、欣旺达、金风科技、中伟股 份等多家新能源企业ESG评级获得显著提升。 璞泰来从A级跃升至AA级，欣旺达评级由BBB级跃升至A级，金风科技由BBB级升至A级，中伟股份从 BB ...

Core Points - The article outlines the articles of association for Shanghai Electric Wind Power Group Co., Ltd., detailing the company's legal framework, governance structure, and operational guidelines [4][5][6]. Company Overview - The company is established as a joint-stock limited company in accordance with the Company Law and Securities Law of the People's Republic of China [4][5]. - The registered capital of the company is RMB 1,333,333,400.00 [5]. - The company was approved by the Shanghai Stock Exchange on November 19, 2020, and publicly issued 533,333,400 shares of common stock in 2021 [4][5]. Governance Structure - The company has a board of directors, with the chairman serving as the legal representative [5][6]. - The company is required to establish a party organization in accordance with the regulations of the Communist Party of China, ensuring the party's leadership role in the company's operations [4]. Share Issuance and Management - The company issues shares in the form of stocks, adhering to principles of openness, fairness, and justice [8][9]. - The total number of shares issued by the company is 1,333,333,400, with a par value of RMB 1 per share [9][10]. - The company is prohibited from providing financial assistance for others to acquire its shares, except under specific conditions [9][10]. Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends and participate in decision-making processes, including voting on significant corporate matters [16][20]. - Shareholders are obligated to comply with laws and regulations, and they cannot withdraw their capital except as permitted by law [20][21]. Shareholder Meetings - The company must hold an annual general meeting within six months after the end of the fiscal year [26]. - Special meetings can be convened under certain circumstances, such as when shareholders holding more than 10% of the shares request it [26][27]. - The company must provide notice of shareholder meetings, including details on the agenda and voting procedures [31][32]. Financial Management and Reporting - The company is required to disclose financial information and significant transactions to shareholders and regulatory bodies [18][24]. - Any external guarantees exceeding certain thresholds must be approved by the shareholders [24][25].

Core Viewpoint - The candidate, Jiang Yan, has declared qualifications and independence to serve as an independent director for Shanghai Electric Wind Power Group Co., Ltd. [1] Summary by Sections Qualifications and Experience - The candidate possesses basic knowledge of listed company operations and has over 5 years of relevant work experience in law, economics, accounting, finance, or management [1] - The candidate has a professional title in accounting and over 5 years of full-time work experience in accounting and corporate financial management [4] Independence Criteria - The candidate confirms independence by not being involved in any of the specified relationships or situations that could compromise independence, such as holding significant shares or being employed by related entities [2][3] - The candidate has no adverse records, including administrative or criminal penalties from the China Securities Regulatory Commission (CSRC) in the last 36 months [3] Commitment to Responsibilities - The candidate has undergone qualification review by the nomination committee and has no conflicts of interest with the nominating entity [4] - The candidate commits to adhering to laws, regulations, and the rules of the Shanghai Stock Exchange, ensuring sufficient time and energy to fulfill responsibilities independently [4][5]

Core Viewpoint - The nomination of Hong Bin as an independent director candidate for the third board of Shanghai Electric Wind Power Group Co., Ltd. has been made, with the nominee meeting all necessary qualifications and independence requirements [1][5]. Summary by Relevant Sections Nominee Qualifications - The nominee possesses basic knowledge of listed company operations and has over 5 years of relevant work experience in law, economics, accounting, finance, or management [1]. - The nominee's qualifications comply with various legal and regulatory requirements, including the Company Law of the People's Republic of China and the Management Measures for Independent Directors of Listed Companies [1]. Independence Criteria - The nominee does not fall under any of the disqualifying conditions for independence, such as holding shares in the company or being related to major shareholders [2][3]. - The nominee has no significant business relationships with the company or its controlling shareholders that could impair independence [3]. Integrity and Record - The nominee has no adverse records, including administrative or criminal penalties from the China Securities Regulatory Commission in the last 36 months [4]. - The nominee has not been disqualified from serving as an independent director due to previous attendance issues at board meetings [4]. Experience and Background - The nominee has substantial expertise in market-oriented capital operations and holds qualifications for fund management, with educational credentials from China University of Mining and Technology, Shanghai Jiao Tong University, and Massachusetts Institute of Technology [4]. - The nominee has been confirmed to have no conflicts of interest that would affect independent performance [4].

"链"上共舞，产业生态释放"聚变能" 产业链深度协同，是常州新能源产业"支撑力"的核心密码。 维斯塔斯是世界排名第一的风力发电设备生产商，占全球风电涡轮市场份额的19.8%，对零部件产 品的精密度要求异常严格，常州优谷科技凭借微米级的产品精度，迅速进入维斯塔斯供货商名单，如今 已成为维斯塔斯精密焊接机全球最大零部件供货商。 已成为金风科技、远景能源、运达股份等全球风电整机企业核心供应商的优谷科技，还为本土企业 带来了"实惠"。"除了核心产品，其余200多个品种的配件也会让我们供货。"优谷科技董事长兼总经理 顾永久介绍，他们就地"零差价"采买后，向整机企业供货，该项业务占优谷科技全年销售的15%以上。 "链"上共舞，已是常态。以理想汽车为圆心，"4小时产业圈"内集聚了500余家零部件企业。常诚车 业紧邻理想基地，其智能车灯从设计到量产与主机厂同步迭代；福然德新投建的汽车轻量化项目主动选 址"做邻居"，10分钟响应机制大幅压缩成本。 目前，常州聚集了900余家汽车零部件企业，其中，动力电池配套企业超90家，动力电池产业链完 整度高达97%；在整车厂20公里半径内，座椅、车灯、轮胎、内饰件等配套产品也可以做到随叫随 ...

Core Insights - The rapid development of the new energy industry in Changzhou is creating a "trillion-level" industrial landmark, with significant growth in sales and production of electric vehicles and components [1][7] - The collaboration within the supply chain is a key factor driving the strength of Changzhou's new energy sector, with over 900 automotive parts companies and a high degree of integration in the battery supply chain [2][3] - Technological advancements and deep collaboration among companies are enhancing the competitive edge of the industry, as seen in the innovations by companies like Ninebot and the construction of advanced energy storage projects [4][6] Group 1: Industry Growth - In the first half of the year, Changzhou's new energy vehicle sales exceeded 470 billion yuan, growing by 9.4%, with a vehicle production increase of 42.3% to 391,000 units [1] - The region's GDP grew by 5.8% year-on-year, with public budget revenue reaching 40.6 billion yuan, a 1.8% increase [1] Group 2: Supply Chain Collaboration - Vestas, the world's leading wind turbine manufacturer, has recognized Changzhou Yougu Technology as a key supplier due to its precision manufacturing capabilities [2] - The local supply chain includes over 500 parts companies within a 4-hour radius of major manufacturers, enhancing efficiency and reducing costs [2][3] Group 3: Technological Innovation - Ninebot's production of smart electric two-wheelers reached 8 million units in just two months, showcasing rapid innovation and supply chain integration [4] - The Huaneng Jintan compressed air energy storage project is being developed with 100% domestic equipment, highlighting local technological capabilities [5][6] Group 4: Future Prospects - By 2024, the scale of Changzhou's new energy industry is expected to exceed 850 billion yuan, with vehicle production nearing 800,000 units [7] - The region is positioning itself for future growth, with significant investments in battery production and other key projects set to drive the industry forward [7]

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expectations for the sector to perform better than the market in the next six months [4][61]. Core Insights - The report highlights that the public utility sector index has decreased by 1.84%, underperforming compared to major indices such as the Shanghai Composite and CSI 300 [2][13]. - Key developments include the release of the "136 Document" in Ningxia, which outlines pricing mechanisms for renewable energy, and adjustments to coal power capacity pricing in Guangdong [3][38]. - The report suggests that the long-term demand for thermal power remains stable, with coal prices expected to stabilize or decline, supporting profit margins for thermal power companies [7]. Summary by Sections Market Performance - The public utility sector index's PE (TTM) is reported at 18.42, down from 18.77 the previous week, while the PB is at 1.51, down from 1.54 [1][22][26]. - The sector's performance ranks 13th among 31 sectors, with specific declines noted in various sub-sectors such as thermal and hydropower [2][13]. Industry Dynamics - Recent regulatory changes in Shandong and Ningxia are expected to impact pricing and market participation for renewable energy projects [3][35][38]. - The report tracks coal prices, noting a slight increase in the price of Shanxi mixed coal to 649 RMB/ton, with other regional prices also rising [3][40]. Key Data Tracking - The report provides data on green certificate trading, with a total of 4.31 and 11.39 thousand transactions for wind and solar power respectively during the week [6][44]. - CEA trading volumes for the week were reported at 31.02, 65.80, 33.33, 66.70, and 52.27 thousand tons, with average prices fluctuating around 71.89 to 74.78 RMB/ton [6][46].

来源：新浪证券-红岸工作室 8月5日，龙源电力涨0.61%，成交额5343.79万元，换手率0.06%，总市值1379.37亿元。 异动分析 抽水蓄能+新疆振兴+绿色电力+风电 1、龙源电力与黑龙江省铁力市人民政府签订353万千瓦新能源发电项目合作开发框架协议。根据合作协 议，由龙源电力与新农创投资发展有限公司联合成立龙源盛达合资公司，并与铁力市政府展开合作，共 同开发300万千瓦抽水蓄能项目。 2、公司在新疆的在运风电装机容量为159.08万千瓦。 3、龙源电力集团股份有限公司的主营业务是风力、光伏发电。公司的主要产品是电力、热力。 风力、 光伏发电。 4、公司主要从事风电场的设计、开发、建设、管理和运营。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-392.36万，占比0.07%，行业排名63/103，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-2.74亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-392.36万-582.80万-418.16万-507.79万-2571.77万 风险提示：市 ...