11月8日，2025无锡锡山金秋招商合作恳谈会举行。来自国内外知名企业、机构智库、高校院所、金融 机构的250余名嘉宾齐聚一堂，共商合作、共谋发展。 年产1000台10MW以上级风电齿轮箱精密零部件研发及制造基地项目、帆软软件总部及研发生产基地项 目、香港新奥能源投资及运营管理项目等7个重大项目进行现场签约。此外还展示了京东狼族机器人全 球智能工厂项目、松瓷新能源和半导体先进装备研发制造基地项目、中微龙图先进射频芯片晶圆制造及 高端射频模组系统化集成制造项目等一批项目。 无锡市副市长孙玮在致辞中说，锡山是无锡东向融入上海大都市圈的"桥头堡"，近年来聚焦"四新四 强"产业集群，吸引集聚了一批大企业、好项目、高平台，成为企业家投资兴业、科学家创新创业、投 资家落子加码的"乐土"和"高地"。希望锡山持之以恒"抓大项目、大抓项目"，扎扎实实推进签约的重大 项目加快落地，全力打造国内一流、具有国际影响力的现代化产业强区。 这些项目，既有对新能源、集成电路、生物医药等战略性新兴产业的强链补链延链，也有对人形机器 人、低空经济等未来产业的抢滩布局。下一步，锡山将持续深化沟通对接、优化跟踪服务，全力推动签 约项目早开工、早建 ...

Core Viewpoint - The 2025 Wuxi Xishan Autumn Investment Cooperation Conference was held on November 8, gathering over 250 guests from renowned domestic and international enterprises, think tanks, universities, and financial institutions to discuss cooperation and development opportunities [1][3]. Group 1: Government and Leadership - Vice Mayor Sun Wei emphasized that Xishan serves as a "bridgehead" for Wuxi's integration into the Shanghai metropolitan area, focusing on the "Four New and Four Strong" industrial clusters, attracting major enterprises and projects [5][6]. - District Secretary Fang Li welcomed attendees and expressed gratitude for their support, stating that Xishan will continue to create a first-class business environment and industrial ecosystem for high-quality development [8]. Group 2: Investment Environment and Projects - The conference launched the "2025 Wuxi Xishan Investment Environment White Paper," showcasing Xishan's investment appeal and development potential in collaboration with global real estate service and consulting firm CBRE [10]. - A total of 91 major projects were signed and showcased during the conference, including significant projects in renewable energy, integrated circuits, and biomedicine, indicating a strong focus on strategic emerging industries [15]. Group 3: Corporate Growth and Collaboration - Companies like Delijia, Jimxi Semiconductor, and Jianding Electronics shared their growth stories in Xishan, highlighting the supportive business environment that has facilitated their expansion and innovation [16][18][20][22]. - The establishment of a cross-regional collaborative community between the Xishan District Government and Wuxi's four major innovation cooperation centers aims to enhance cooperation and resource sharing, linking top technologies and high-end talent [14].

Core Viewpoint - Delijia (603092.SH) listed on the Shanghai Stock Exchange on November 7, 2023, with a first-day increase of 51.07%, closing at 70.52 CNY per share [1] Company Overview - Delijia's initial public offering involved 40.001 million shares at a price of 46.68 CNY per share, raising a total of 1.867 billion CNY [1] - The company specializes in the research, production, and sales of high-speed heavy-duty precision gear transmission products, focusing on the wind power transmission equipment sector since its establishment in 2017 [1] - Delijia has developed a comprehensive business chain that includes front-end design, mid-end mass production, and back-end operation services, with the capability to produce a full range of products from 1.5MW to 22MW [1] Market Position - According to QY Research, Delijia holds a global market share of 10.36% in 2024, ranking third worldwide, and a market share of 16.22% in China, ranking second nationally [1] - The company is projected to achieve a revenue of 3.715 billion CNY and a net profit of 534 million CNY in 2024 [1]

Core Viewpoint - Harmony Health Insurance Co., Ltd. plans to reduce its holdings in Goldwind Technology by up to 42.22 million shares, representing approximately 1% of the total share capital, within a three-month period starting from December 1, 2025 [1] Group 1 - Harmony Health currently holds 285 million shares, which accounts for 6.75% of the total share capital of Goldwind Technology [1] - The share reduction will take place through centralized bidding within a specified timeframe [1]

Group 1 - The core transaction on November 7 involved a block trade of 920,700 shares of SANY Renewable Energy, with a transaction value of 26.1011 million yuan, at a price of 28.35 yuan, representing a discount of 1.01% compared to the closing price of the day [2] - In the last three months, the stock has seen a total of three block trades, accumulating a total transaction value of 75.2301 million yuan [3] - The closing price of SANY Renewable Energy on the day of the report was 28.64 yuan, reflecting an increase of 0.49%, with a daily turnover rate of 1.19% and a total transaction amount of 83.9882 million yuan [3] Group 2 - The latest margin financing balance for the stock is 95.7711 million yuan, which has decreased by 2.80% over the last five days, amounting to a reduction of 2.7564 million yuan [4] - Recently, one institution has rated the stock, with the highest target price set by Huatai Securities at 38.09 yuan as of November 5 [4] - SANY Renewable Energy Co., Ltd. was established on April 17, 2008, with a registered capital of 12,264.04215 million yuan [4]

Core Viewpoint - Harmony Health Insurance Co., Ltd. plans to reduce its stake in Goldwind Technology by selling up to 42.22 million shares, representing approximately 1% of the total share capital, within a three-month period starting from December 1, 2025 [1] Summary by Relevant Sections - **Shareholder Information** - Harmony Health currently holds 285 million shares, accounting for 6.75% of the total share capital of Goldwind Technology [1] - **Reduction Plan** - The planned reduction will occur through centralized bidding and will take place from December 1, 2025, to February 27, 2026 [1] - The maximum number of shares to be sold is 42.22 million, which is about 1% of the total share capital [1]

Group 1 - The core point of the announcement is that Harmony Health Insurance Co., Ltd. plans to reduce its stake in Goldwind Technology by selling up to 42.22 million shares, which represents approximately 1% of the total share capital [1] - The reduction will take place within a three-month period from December 1, 2025, to February 27, 2026, starting 15 trading days after the announcement [1] - Harmony Health currently holds 285 million shares, accounting for 6.75% of the total share capital [1]

Group 1 - Sany Heavy Energy's stock closed at 28.64 CNY, with an increase of 0.49% on November 7 [1] - A block trade occurred with a total volume of 920,700 shares and a transaction value of 26.1011 million CNY, with a price of 28.35 CNY per share, reflecting a premium rate of -1.01% [1] - Over the past three months, Sany Heavy Energy has recorded three block trades with a cumulative transaction value of 75.2301 million CNY [1] Group 2 - In the last five trading days, the stock has increased by 1.27%, with a net inflow of 7.844 million CNY from main funds [1]

Group 1 - N Delijia (603092) was listed today, opening with a rise of 107.67%, and closing with a gain of 51.07%, with a total trading volume of 23.86 million shares and a turnover of 1.85 billion yuan, resulting in a turnover rate of 71.34% [1] - The company is primarily engaged in the research, production, and sales of high-speed heavy-duty precision gear transmission products [2] - The total issuance volume for this IPO was 40 million shares, with an online issuance of 23.43 million shares at a price of 46.68 yuan per share, resulting in a price-to-earnings ratio of 34.98, compared to the industry average of 44.03 [2] Group 2 - The funds raised from the IPO, amounting to 1.87 billion yuan, will mainly be allocated to projects including the annual production of 1,000 units of 8MW and above large onshore wind turbine gearboxes and the Shantou project for the annual production of 800 units of large offshore wind turbine gearboxes [2] - Another new stock listed today, N Zhongcheng, saw a closing price of 38.54 yuan, with a rise of 170.08% and a turnover rate of 86.25% [2]

Core Viewpoint - The wind power equipment sector experienced a slight increase of 0.07% on November 7, with N Delijia leading the gains, while the overall stock indices showed a decline [1]. Market Performance - The Shanghai Composite Index closed at 3997.56, down 0.25% - The Shenzhen Component Index closed at 13404.06, down 0.36% [1]. Individual Stock Performance - N Delijia (603092) saw a significant increase of 51.07%, closing at 70.52 with a trading volume of 238,600 shares and a transaction value of 1.85 billion - Haile Wind Power (301155) increased by 4.22%, closing at 88.60 with a trading volume of 55,800 shares and a transaction value of 494 million - Electric Wind Power (688660) rose by 3.29%, closing at 20.10 with a trading volume of 330,500 shares and a transaction value of 666 million - Other notable performers include Mingyang Smart Energy (601615) up 1.74% and Shuangyi Technology (300690) up 1.67% [1]. Capital Flow Analysis - The wind power equipment sector saw a net inflow of 197 million from institutional investors, while retail investors experienced a net outflow of 597 million - Speculative funds had a net inflow of 400 million [2]. Detailed Capital Flow for Key Stocks - N Delijia had a net inflow of 502.1 million from institutional investors, accounting for 27.12% of its trading volume, while retail investors had a net outflow of 755 million, representing 40.82% - Mingyang Smart Energy recorded a net inflow of 95.28 million from institutional investors, with a net outflow of 56.95 million from retail investors [3].