Core Viewpoint - Goldwind Technology (金风科技) experienced a significant stock price fluctuation, with a rise of over 13% followed by a decline of over 8% in the subsequent trading session, indicating volatility in the market [1] Group 1: Stock Performance - Goldwind Technology's stock closed at 13.88 HKD after a drop of 8.62%, with a trading volume of 657 million HKD [1] - The company announced that there were no significant changes in its operational situation or external business environment, despite the stock's abnormal trading activity [1] Group 2: Shareholder Information - The company has no controlling shareholder or actual controller, and there are no undisclosed significant matters related to the company [1] - During the period of stock volatility, the largest shareholder did not engage in buying or selling the company's shares [1] Group 3: Business Operations - Goldwind Technology holds equity in Blue Arrow Aerospace, which is recognized as one of the earliest private commercial rocket companies in China and the first to successfully launch a liquid oxygen-methane rocket [1] - According to Everbright Securities, the short-term rise in Goldwind Technology's stock price is attributed to the commercial aerospace market, but expectations for its hydrogen-ammonia market logic remain relatively low, suggesting continued monitoring is warranted [1]

Market Overview - The Hong Kong stock market showed a positive trend in the morning session on December 30, with the Hang Seng Index rising by 0.44% to 25,749.19 points, the Hang Seng Tech Index increasing by 1.04% to 5,540.17 points, the National Enterprises Index up by 0.67% to 8,950.95 points, and the Red Chip Index gaining 0.33% to 4,033.69 points [1] Sector Performance - Major technology stocks experienced gains, with Alibaba up by 0.7%, Tencent Holdings increasing by 0.42%, JD Group rising by 1.25%, Xiaomi up by 0.73%, NetEase increasing by 1.3%, Meituan rising by 0.19%, Kuaishou up by 0.08%, and Bilibili increasing by 0.21% [1] - The semiconductor sector showed strong performance, led by InnoCare, with the leading company SMIC rising over 3% [1] - Oil stocks were among the top gainers, with CNOOC increasing by over 4% [1] - The non-ferrous metals sector rebounded collectively, while wind power stocks saw significant declines, and gaming stocks continued to drop [1] New Listings - Six new stocks were listed on the Hong Kong market today, with InnoCare seeing a substantial increase of over 35% [1] Corporate News - China Energy Construction (03996.HK) won a bid for an ecological comprehensive governance project in Shaanxi Province, with a total contract value of 6.864 billion RMB, covering various construction aspects with a total duration of 36 months [2] - China Shenhua (01088.HK) announced that its second phase generator unit has officially commenced commercial operation after a 168-hour trial run, with the fourth unit expected to be operational by February 2026 [2] - Bay Area Development (00737.HK) signed a construction contract worth 775 million RMB with Poly Longda [3] - China Railway Construction (01186.HK) completed the issuance of 4.45 billion RMB in corporate bonds [4] - Sichuan Energy Investment Development (01713.HK) entered into a strategic cooperation agreement with Mengsheng Electronics to deepen collaboration in the power industry [5] - China Supply Chain Industry (03708.HK) signed a data center agreement with Shuwi Technology [6] - Stone Pharmaceutical Group (01093.HK) received clinical trial approval for SYH2069 injection in China [6] - Hutchison China MediTech (00013.HK) announced that its new drug application for HMPL-453 for intrahepatic cholangiocarcinoma has been accepted for priority review [6] - Fuhong Hanlin (02696.HK) completed the first patient dosing in a phase 1 clinical study of HLX37 for advanced/metastatic solid tumors [6] - Henxin Technology (01085.HK) announced that its planned 350MW solar thermal power station is ready to commence construction [7] - Runhua Services (02455.HK) expanded its property management services to multiple provinces in western China [8] - Hong Kong Industrial International (00480.HK) plans to sell its entire issued share capital of Yue Shan Limited for 452 million HKD [9] - Yimei International Holdings (01870.HK) received formal approval for its 218MW electrochemical independent energy storage project in Guangdong [9] Institutional Insights - Huatai Securities noted that the asset performance has been volatile this year, with frequent style and sector rotations, leading to decreased clarity in investment behavior [10] - CITIC Securities highlighted the recent appreciation of the RMB, which benefits RMB-denominated equity assets, and expects stable macro-financial conditions to support bank operating environments [10] - Founder Securities reported on the central economic work conference and the Ministry of Finance's optimization of "two new" policies, indicating that national subsidies will continue into 2026 [11]

中国经济网北京12月30日讯 A股三大指数今日小幅低开，早盘震荡整理，盘中一度翻红。截至今日午间收 盘，上证综指报3961.21点，跌幅0.10%；深证成指报13568.09点，涨幅0.23%；创业板指报3220.56点，跌 幅0.06%。 板块方面，影视院线、石油加工贸易、游戏等板块涨幅居前，风电设备、机场航运、港口航运等板块跌幅 居前。 | 序号 | 板块 | 涨跌幅(96)▼ | | 总成交量 (万手) = 总成交额 (亿元) ▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 影视院线 | 3.09 | 792.02 | 60.13 | 9.93 | 17 | 2 | | 2 | 石油加工贸易 | 2.18 | 712.96 | 68.92 | 6.27 | 19 | 6 | | 3 | 游戏 | 1.30 | 473.58 | 82.41 | 12.08 | 23 | 1 | | 4 | 工程机械 | 1.22 | 398.11 | 63.52 | 8.69 | 28 | 7 | ...

中原证券认为，周一，A股市场冲高遇阻。盘中银行、石油化纤、风电设备以及软件开发等行业表现较 好；能源金属、医药商业、电池以及电力等行业表现较弱。国内货币政策预计将延续"适度宽松"的立 场。市场普遍预期美联储2026年将延续降息周期，全球流动性环境趋于宽松。近期人民币汇率走强，进 一步提升了人民币资产的吸引力，有利于吸引资金回流。预计上证指数围绕4000点附近蓄势整固的可能 性较大，建议投资者密切关注宏观经济数据、海外流动性变化以及政策动向。 财信证券认为，周一，A股大盘冲高回落，上证指数实现九连阳。盘面上，商业航天板块延续活跃，机 器人板块走强，而贵金属、锂电等板块表现靠后。全市场已经连续两个交易日超3000家个股下跌，反映 出当前A股大盘仍以结构性行情为主，投资者需重点关注热点题材的持续性以及板块间的轮动节奏。因 此短期内，尽管当前指数层面震荡上行趋势未发生明显转变，但需警惕连续上涨后技术性震荡调整的风 险，不过随着"春季躁动"行情逐步开启，市场上不缺乏主题投资机会，可继续积极参与近期热点题材板 块的短线机会。中期来看，随着近期国内外宏观事件落地，宏观因素对市场影响将逐步消退，估值及流 动性将成为市场主导因 ...

人民财讯12月30日电，中金公司研报称，2026年国内、海外风电需求展望乐观，得益于国内陆上风电风 机价格提升、行业出口加速且向行业大范围拓展和国内海上风电潜在的弹性，产业链盈利有望呈现更为 全面的提升。 中金公司预计2026年国内风电新增装机有望达到130—140GW，有望在2025年的120—130GW高基数下 继续保持增长，增长的主要来源是国内的陆上风电，海上风电预计2026年新增10—12GW，较2025年的 7—9GW呈现较快增长，但行业仍需要继续努力提升景气度。海外风电预计新兴市场陆上风电需求多点 开花，海外海上风电建设高景气度未来2年有望维持。 ...

Core Viewpoint - The outlook for wind power demand in both domestic and overseas markets is optimistic for 2026, driven by rising prices for onshore wind turbines, accelerated industry exports, and the potential flexibility of offshore wind resources in China, which is expected to lead to a comprehensive improvement in industry chain profitability [4][5]. Group 1: Domestic Wind Power Demand - Domestic wind power installations are expected to reach 130-140 GW in 2026, continuing growth from a high base of 120-130 GW in 2025, primarily driven by onshore wind power [4][8]. - Offshore wind power is projected to add 10-12 GW in 2026, a significant increase from 7-9 GW in 2025, although the industry still needs to enhance its overall market conditions [4][10]. - The domestic wind power bidding volume for 2025 is expected to exceed 130-140 GW, indicating strong resilience despite a high base from the previous year [5][8]. Group 2: Industry Trends and Profitability - Three major trends are anticipated to drive a comprehensive improvement in profitability across the Chinese wind power industry in 2026: 1. Onshore wind turbine gross margins are expected to increase by 2-3 percentage points in 2026 compared to 2025, with further improvements anticipated in 2027 [4][19]. 2. Accelerated overseas exports of Chinese wind turbines, with significant growth in the European offshore wind market [4][22]. 3. The domestic offshore wind sector is poised for rapid growth, with the potential to achieve annual new installations of over 15 GW during the 14th Five-Year Plan period [4][34]. Group 3: Export Growth and Market Expansion - Chinese wind turbine exports are accelerating, with new orders expected to exceed 20 GW in 2024, significantly higher than historical levels [4][22]. - The European market is identified as a key area for growth, with Chinese companies likely to achieve substantial breakthroughs in the coming years [4][26]. - The offshore wind sector in Europe is currently experiencing high construction activity, although challenges such as project delays and financing issues need to be addressed [4][27]. Group 4: Offshore Wind Potential - The domestic offshore wind sector has substantial resource reserves and is supported by favorable policies, indicating potential for rapid growth during the 14th Five-Year Plan [4][36]. - By the end of 2025, approximately 60 GW of unbuilt offshore wind projects have been allocated to owners, providing a solid foundation for future development [4][36]. - The construction intensity of offshore wind projects is expected to gradually increase, with a significant number of projects in the pipeline [4][38].

（文章来源：证券日报） 证券日报网讯 12月29日，天能重工发布公告称，公司2025年12月29日召开2025年第三次临时股东会， 审议通过《关于募集资金投资项目结项并将节余募集资金永久补充流动资金的议案》。 ...

金风科技公告，公司股票交易价格连续3个交易日内（2025年12月25日、2025年12月26日、2025年12月 29日）日收盘价格涨幅偏离值累计超过20%。公司前期披露的信息不存在需要更正、补充之处；未发现 近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息；股票异常波动 期间公司第一大股东没有买卖公司股票。公司无控股股东、无实际控制人。公司及公司第一大股东不存 在关于本公司的应披露而未披露的重大事项，或处于筹划阶段的重大事项。 ...

公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》等有关规定应予以披露而未 披露的事项或与该事项有关的筹划、商谈、意向、协议等，董事会也未获悉公司有根据《深圳证券交易 所股票上市规则》等有关规定应予以披露而未披露的、对公司股票及其衍生品种交易价格产生较大影响 的信息;公司前期披露的信息不存在需要更正、补充之处。 智通财经APP讯，金风科技(02208)公布，公司A股股票交易价格连续 3 个交易日内(2025 年 12 月 25 日、2025 年 12 月 26 日、2025 年 12 月 29 日)日收盘价格涨幅偏离值累计超过 20%。根据深圳证券交易 所的有关规定，公司股票交易属于异常波动的情况。 ...

每经AI快讯，中环海陆（SZ 301040，收盘价：30.1元）12月29日晚间发布公告称，公司第四届第十四 次董事会会议于2025年12月29日在公司会议室召开。会议审议了《关于制定部分治理制度的议案》等文 件。 每经头条（nbdtoutiao）——直击茅台经销商大会：2000多人周末齐聚！重大变革公布：涉及茅台酒价 格、分销等，董事长陈华：经销商不能再"躺着赚钱" （记者 张明双） 2024年1至12月份，中环海陆的营业收入构成为：风电占比79.13%，核电及其他占比12.63%，工程机械 占比6.94%，矿山机械占比1.3%。 截至发稿，中环海陆市值为30亿元。 ...