登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 三一重能股份有限公司 以上是本次《公司章程》修订的主要条款，另外根据最新《公司法》的规定，将《公司章程》全文中有 关"股东大会"的表述统一调整为"股东会"，并删除有关"监事会"、"监事"的相关表述，因所涉及条目众 多，不再逐项列示；此外因新增章节、条款，《公司章程》中原条款序号、目录已同步进行相应调整。 除以上修订外，《公司章程》其他内容不变。具体内容详见公司同日披露于上海证券交易所网站 （www.sse.com.cn）上的《公司章程》全文。 本次修订《公司章程》事项尚需提交股东大会审议，公司董事会提请股东大会授权董事长或其授权的其 他人士办理后续章程备案等相关事宜。公司将于股东大会审议通过后及时向市场监督管理部门办理《公 司章程》的变更、备案等相关手续，上述变更最终以市场监督管理部门核准的内容为准。 三、制定及修订部分治理制度的情况 根据《公司法》《上市公司章程指引》《上市公司治理准则》《上市公司股东会规则》《上市公司信息 披露管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管指 引第1号一规范运作》等相关法律、法规、规 ...

Performance Summary - In the first half of 2025, the company achieved a net profit attributable to shareholders of 314 million yuan, a year-on-year decrease of 8.07% [1] - In Q2 2025, the net profit attributable to shareholders was 63 million yuan, a year-on-year decline of 51.11% [1] - The company's revenue for the first half of 2025 was 794 million yuan, down 2.95% year-on-year; Q2 revenue was 280 million yuan, a decrease of 20.58% [1] - The gross margin for the first half of 2025 was 57.51%, a decrease of 1.15 percentage points year-on-year; Q2 gross margin was 37.98%, down 14.78 percentage points year-on-year [1] Operational Data - Total power generation in the first half of 2025 was 1.405 billion kWh, a year-on-year decrease of 0.89%; grid-connected power was 1.366 billion kWh, down 0.71% [2] - Power generation by type included: Fujian wind power (1.284 billion kWh, +2.60%), Heilongjiang wind power (0.088 billion kWh, -28.91%), Heilongjiang biomass (0.024 billion kWh, -14.99%), and Xinjiang Hami photovoltaic (0.010 billion kWh, -34.95%) [2] - The utilization hours for Fujian onshore wind farms were 1,356 hours, and for offshore wind farms, 2,037 hours, both above the national average of 1,087 hours [2] - As of June 30, 2025, the company had a controllable grid-connected installed capacity of 957,300 kW, with onshore wind, offshore wind, photovoltaic, and biomass capacities of 611,300 kW, 296,000 kW, 20,000 kW, and 30,000 kW respectively [2] Future Outlook - The company is focusing on the distribution of offshore wind projects and the realization of asset injections [3] - In 2025, there is potential for new offshore wind allocations in Fujian, which could significantly support the company's future growth [3] - The company plans to initiate asset injection procedures for the Haidian Phase III project within three months after the renewable energy subsidy audit results are confirmed [3] - The government has identified "deep-sea technology" as a key area for strategic emerging industries, indicating potential policy support for offshore wind development [3] - The offshore wind sector has significant growth potential, with only 41 GW of installed capacity as of 2024, representing just 1.2% of total capacity [3] Investment Recommendations - The company has strong regional advantages and good wind resource conditions, indicating broad future growth potential [4] - Profit forecasts for 2025-2027 have been adjusted to 700 million, 740 million, and 830 million yuan respectively, with corresponding EPS of 0.37, 0.39, and 0.43 yuan [4] - The company is assigned a target market value of 13.9 billion yuan based on a 20x PE ratio for 2025, with a target price of 7.3 yuan, representing a 39% upside from the current price [4]

Core Insights - SANY Renewable Energy's stock increased by 2.14% on August 28, with a trading volume of 172 million yuan, indicating positive market sentiment [1] - The company reported a significant year-on-year revenue growth of 62.75% for the first half of 2025, reaching 8.594 billion yuan, although net profit decreased by 51.54% to 210 million yuan [2] Financing and Margin Trading - On August 28, SANY Renewable Energy had a net financing outflow of 4.09 million yuan, with total financing and margin trading balance at 107 million yuan [1] - The current financing balance of 104 million yuan represents 1.52% of the company's market capitalization, indicating a high level of financing activity compared to the past year [1] Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased by 4.49% to 10,800, with an average of 21,773 shares held per shareholder, reflecting growing investor interest [2] - Among the top ten circulating shareholders, notable changes include a decrease in holdings by Huaxia CSI Star Market 50 ETF and an increase by E Fund CSI Star Market 50 ETF [3]

通过长期的行业深耕与积累，公司与下游知名风机制造商客户建立了良好的业务合作关系，积累了众多 优质客户资源。公司已成为金风科技（002202）、东方风电、远景能源、湖南兴蓝、运达股份 （300772）、明阳智能（601615）、中车风电、三一重能等国内知名风电企业的重要供应商，成功进入 西门子-歌美飒、德国恩德、印度阿达尼等国外知名风电企业的合格供应商名录。 随着全球向低碳经济的转变加速，对清洁能源的需求将持续增加，风电在全球能源结构中的地位愈发重 要。全球风能理事会(GWEC)发布的《2025全球风能报告》预计，2025—2030年全球风电新增装机容量 为981GW，平均每年新增装机容量164GW，这一庞大的装机规模将直接带动风电齿轮箱等核心零部件 的市场需求。 8月28日晚间，威力传动（300904）发布2025年半年度报告。报告显示，上半年公司实现营业收入3.50 亿元，较上年同期的1.64亿元大幅增长113.17%，展示出公司在风电传动设备等主营业务方面的市场竞 争力进一步增强，订单获取能力和交付效率显著提升。同时，总资产规模稳步增长，展现出较强的业务 拓展能力和战略执行力。 威力传动始终专注于风电传动 ...

公司最新总资产周转率为0.06次，在已披露的同业公司中排名第75，较去年同期总资产周转率减少0.01 次，同比较去年同期下降10.97%。最新存货周转率为10.50次，在已披露的同业公司中排名第31，较去 年同期存货周转率增加0.97次，实现5年连续上涨，同比较去年同期上涨10.19%。 公司股东户数为19.67万户，前九大股东持股数量为34.24亿股，占总股本比例为52.90%，前十大股东持 股情况如下： 2025年8月29日，节能风电(601016.SH)发布2025年中报。 公司最新资产负债率为58.27%，在已披露的同业公司中排名第41，较上季度资产负债率增加0.45个百分 点，较去年同期资产负债率减少0.07个百分点。 公司最新毛利率为47.14%，在已披露的同业公司中排名第16，较上季度毛利率减少3.67个百分点，较去 年同期毛利率减少7.23个百分点。最新ROE为3.55%，在已披露的同业公司中排名第46，较去年同期 ROE减少1.55个百分点。 公司摊薄每股收益为0.10元，在已披露的同业公司中排名第56，较去年同报告期摊薄每股收益减少0.04 元，同比较去年同期下降28.15%。 公司营业总 ...

1H25 业绩超出市场预期 公司公布1H25 业绩：收入12.83 亿元，同比+79.85%；扣非归母净利润1.79 亿元，同比+176.89%。2Q25 公司：收入7.78 亿元，同比+69.97%，环比+54.16%；扣非归母净利润1.26 亿元，同比+205.07%，环比 +136.49%。公司1H25 业绩超出市场预期，主要由于2Q25 公司铸造业务盈利改善明显，已经带动1H25 铸件板块业绩转正。 原材料价格上涨；行业装机需求不及预期；铸造业务客户开拓不及预期。 风电铸件业务有望逐步受益于全球海风增量，其他精密轴业务有望持续保持较快增长。随着2025 年公 司风电铸件业务产量上行，叠加产品售价的提升和成本下降，该业务已经在2Q25 实现盈利。后续我们 预计公司该业务仍有增量空间，主要得益于"十五五"时期国内海风的潜在增量，以及海外海风高景气下 客户的逐步上量。此外，公司其他精密轴业务仍在持续开拓下游市场，我们预计今年至明年其他精密轴 业务仍将持续较快增长，进一步为公司贡献增量业绩。 盈利预测与估值 由于公司2025 年风电铸件盈利提升幅度超出此前预测，我们上调公司2025 年盈利预测5.5%至4.3 ...

一万亿度电，不仅仅是一个冰冷的数字，它如同一个文明崛起的热情宣告，正在改写全球能源版图。 首先，让我们聚焦这个令人震撼的数字：七月，中国单月用电量突破一万亿千瓦时！这个数字是什么概 念？它相当于整个东盟十国一年的用电总和。当一些人还在争论新能源是否可行时，中国已经用实际行 动，用点亮半个地球的光芒，给出了最响亮的回答。 不妨再深入对比一下，或许更能理解这背后蕴含的意义。1990年，整个非洲大陆一年的用电量仅为3000 亿度。而今天，中国一个月消耗的电量，就相当于三个非洲大陆一年的总和。这背后，是发展阶段的巨 大鸿沟，是工业化进程的云泥之别。没有充足的电力，现代工业无从谈起，产业升级更是空中楼阁。 今年七月的用电数据，还揭示了中国经济结构的深刻变化：第二产业用电量高达5936亿千瓦时，占据主 导地位；新能源汽车制造行业用电量暴涨25.7%；互联网服务业用电量也激增28.2%。这些数据清晰地 表明，中国并非在用电量"吹空调"，而是在用电"造未来"，驱动着新质生产力的澎湃发展。当印度还在 为频繁停电而困扰，当欧洲国家因能源危机被迫关闭工厂时，中国的工厂却在24小时不停运转，机器轰 鸣，生产线上的火花昼夜闪耀。 令人 ...

据证券之星公开数据整理，近期运达股份（300772）发布2025年中报。截至本报告期末，公司营业总收 入108.94亿元，同比上升26.27%，归母净利润1.44亿元，同比下降2.62%。按单季度数据看，第二季度 营业总收入68.84亿元，同比上升41.19%，第二季度归母净利润8482.13万元，同比上升10.41%。本报告 期运达股份应收账款上升，应收账款同比增幅达46.3%。 本次财报公布的各项数据指标表现一般。其中，毛利率8.96%，同比减3.92%，净利率1.34%，同比减 22.14%，销售费用、管理费用、财务费用总计5.4亿元，三费占营收比4.96%，同比减1.68%，每股净资 产8.26元，同比增8.22%，每股经营性现金流-1.17元，同比增54.19%，每股收益0.18元，同比减13.3% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 86.28亿 | 108.94亿 | 26.27% | | 归母净利润(元) | 1.47 Z | 1.44亿 | -2.62% | | 扣非净利润(元) | ...

Core Insights - The article highlights the role of Guotou Chuangyi Industrial Fund in supporting rural revitalization through substantial investments in agriculture and resource development, managing over 50 billion yuan across more than 10 rural revitalization funds [1][2][3] Group 1: Investment Impact - Guotou Chuangyi has shifted the focus of agricultural investment from traditional methods to modern agricultural and resource development, significantly aiding in farmer income and employment [2][3] - The fund has supported projects that have created over 10 million job opportunities, contributing more than 1 trillion yuan in income for the employed population [2][3] - Investments in resource development projects in underdeveloped areas have proven to be more effective in driving local economic growth and attracting social capital [2][3] Group 2: Agricultural Technology - The fund emphasizes the importance of agricultural technology and has made significant investments in biotechnology, covering core enterprises and technologies in the sector [4][5] - The mechanization rate for major crops has exceeded 75%, with specific rates for wheat, corn, and rice surpassing 97%, 91%, and 88% respectively, indicating a shift towards full mechanization [4][5] Group 3: Future Challenges and Recommendations - The article discusses the ongoing challenges in agricultural modernization, particularly in underdeveloped regions, and the need for innovative mechanisms to enhance farmer participation and benefits [6][7] - Recommendations include strengthening project management, enhancing social service systems, and promoting technology and skills training for farmers to better integrate into modern industrial development [6][7] - Guotou Chuangyi faces the challenge of balancing technological innovation with job creation while ensuring sustainable market operations supported by national policies [6][7]

每经AI快讯，江南化工（SZ 002226，收盘价：6.33元）8月29日发布公告称，公司第七届第七次董事会 会议于2025年8月27日在新疆天河化工有限公司库车分公司会议室采用现场结合通讯方式召开。会议审 议了《关于修订〈董事会议事规则〉的议案》等文件。 2025年1至6月份，江南化工的营业收入构成为：民爆行业占比91.6%，风电行业占比7.86%，其他业务 占比0.53%。 每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 （记者 张喜威） ...