公司本次通过泰胜能源购买舞阳新能源51%的股权，持有舞阳县10万千瓦风电项目。在国家"双碳"目标 驱动下，风电场投资运营业务成为公司零碳业务的重要组成部分，公司通过本次购买资产，将进一步扩 大风力发电业务的经营规模，推动公司中长期战略规划发展。 格隆汇12月15日丨泰胜风能(300129.SZ)公布，第六届董事会第七次会议审议通过了《关于购买资产暨 与关联人共同投资的议案》，同意公司全资子公司广东泰胜能源有限公司（简称"泰胜能源"）与公司控 股股东广州凯得投资控股有限公司（简称"广州凯得"）共同投资，向郑州新风新能源有限公司（简 称"郑州新风"）收购其持有的舞阳县新阳新能源有限公司（简称"舞阳新能源"或"标的公司"）的股权； 其中泰胜能源以自有资金出资收购舞阳新能源51%的股权，收购价格为110,135,286.12元；广州凯得收 购舞阳新能源剩余49%的股权。本次交易完成后，舞阳新能源将成为公司的控股子公司，并纳入公司合 并报表范围。 ...

Core Viewpoint - Longyuan Power Group Co., Ltd. is actively expanding its renewable energy projects, particularly in wind and solar power, while facing a decline in revenue and profit in recent financial results [2][8]. Company Overview - Longyuan Power's main business includes wind and solar power generation, with electricity and heat as its primary products [2]. - The company is involved in the design, development, construction, management, and operation of wind farms [3]. - As of September 30, the company had 3.42 million shareholders, a decrease of 16.42% from the previous period [8]. Recent Developments - Longyuan Power signed a framework agreement with the People's Government of Tieli City, Heilongjiang Province, to develop a 3.53 million kW renewable energy project, including a 3 million kW pumped storage project [2]. - The company has an operational wind power capacity of 1.5908 million kW in Xinjiang [3]. Financial Performance - For the period from January to September 2025, Longyuan Power reported a revenue of 22.221 billion yuan, a year-on-year decrease of 15.67%, and a net profit attributable to shareholders of 4.393 billion yuan, down 19.76% year-on-year [8]. - Since its A-share listing, the company has distributed a total of 5.978 billion yuan in dividends, with 4.746 billion yuan distributed over the past three years [9]. Shareholder and Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders reducing their holdings [10].

公告称，上述项目竣工投产后，公司风力发电产业规模将进一步扩大，进而提升公司风力发电产业的盈 利水平。 智通财经APP讯，嘉泽新能(601619.SH)公告，公司拟投资建设敦化泽瑞新能源300MW风电项目、融安 板榄150MW风电项目，上述拟投建风电项目装机容量共计450MW，估算总投资共计约23.66亿元。 ...

Core Viewpoint - Longyuan Power has signed a cooperation framework agreement with the People's Government of Tieli City, Heilongjiang Province, to develop a 3.53 million kilowatt renewable energy generation project, including a 3 million kilowatt pumped storage project [2] Company Overview - Longyuan Power Group Co., Ltd. is primarily engaged in wind and photovoltaic power generation, with its main products being electricity and heat [2][3] - The company has been actively involved in the national carbon market since its launch in 2021, facilitating diverse development in carbon trading [2] Financial Performance - As of September 30, Longyuan Power reported a revenue of 22.22 billion yuan, a year-on-year decrease of 15.67%, and a net profit attributable to shareholders of 4.39 billion yuan, down 19.76% year-on-year [8] - The company has distributed a total of 5.978 billion yuan in dividends since its A-share listing, with 4.746 billion yuan distributed over the past three years [9] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 16.42% to 34,200, with an average of 0 circulating shares per person [8] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders reducing their holdings [9]

Core Viewpoint - Japan is increasingly concerned about China's export controls on rare earth elements, prompting efforts to diversify supply sources and reduce dependency on China [1] Group 1: Dependency on China - Japan's reliance on China for rare earth imports has decreased from approximately 90% to 60% [1] - Despite the reduction, Japan remains highly dependent on China for critical rare earth elements used in electric vehicle motors, with elements like Dysprosium (Dy) and Terbium (Tb) being nearly 100% sourced from China [1] Group 2: Economic Impact - If China implements export controls for three months, Japan's economic loss is estimated at about 660 billion yen, equating to a 0.11% decline in nominal and real GDP [1] - Should the restrictions last for one year, the economic loss could escalate to approximately 2.6 trillion yen, resulting in a GDP decline of 0.43% [1] Group 3: Affected Industries - The automotive industry, particularly electric and hybrid vehicles, relies heavily on rare earth magnets, with past shortages leading to production halts [1] - The electronics sector, including smartphones and semiconductor manufacturing, heavily utilizes rare earths, especially in fluorescent and magnetic materials, where alternatives are limited [1] - Wind power generation equipment also shows high dependency on rare earth magnets, facing challenges in efficiency and cost with alternative technologies [1] - Medical devices, such as MRI machines, require strong magnets that are irreplaceable with current technologies [1] - The aerospace and defense sectors extensively use rare earth alloys and magnets, with limited substitution options available [1]

Core Viewpoint - Japan is increasingly concerned about its reliance on Chinese rare earth exports and is taking measures to diversify supply sources and develop alternative materials [1][2] Group 1: Japan's Dependence on Rare Earths - Japan's dependence on Chinese rare earth imports has decreased from approximately 90% to around 60% [1] - Despite the reduction, Japan remains highly dependent on critical rare earth elements like Dysprosium (Dy) and Terbium (Tb), which are essential for electric vehicle drive motors [1] Group 2: Economic Impact of Potential Export Controls - If China implements export controls, five key sectors in Japan—automotive, electronics, wind power, medical devices, and aerospace—will be significantly affected [2] - The automotive industry, particularly electric and hybrid vehicles, relies heavily on rare earth magnets, and past shortages have led to production halts [2] - In the electronics sector, rare earths are crucial for smartphones, semiconductor manufacturing, and hard drives, with China dominating the refining process [2] - Wind power equipment and medical devices, such as MRI machines, also have high dependencies on rare earths, with limited alternatives available [2] - The aerospace sector uses rare earth alloys and magnets extensively, with minimal room for substitution [2] Group 3: Estimated Economic Losses - If Chinese rare earth export restrictions last for three months, Japan's economic loss is estimated at approximately 660 billion yen, equating to a 0.11% decline in nominal and real GDP [2] - Should the restrictions persist for one year, the economic loss could escalate to about 2.6 trillion yen, resulting in a GDP decline of 0.43% [2]

风机吊装过程中，项目团队克服了浅滩施工难度大、地质条件复杂以及台风和强对流天气带来的多重挑 战，高效协同制造、运输、施工等关键环节，实现科学组织与高效作业。 本报讯(记者华钰)近日，三峡集团江苏分公司大丰800兆瓦海上风电项目，单机容量13.6兆瓦的风力发电 机组成功启机并网。 该机组是当前江苏地区单机容量最大的海上风电机组，机组轮毂中心高度142米，单支叶片长123米，叶 轮直径252米，扫风面积约5万平方米，相当于7个标准足球场的面积。该机组每转一圈可发出清洁电能 约29千瓦时，每年可输出清洁电能超4650万千瓦时，可满足约2.3万户三口之家全年的生活用电需求。 三峡江苏大丰800兆瓦海上风电项目位于盐城市大丰区东北方向海域，由4个场址组成，其中H8-1#场址 中心离岸距离80千米、最远点离岸距离85.5千米，是我国当前已并网发电的离岸距离最远的海上风电项 目。 ...

Group 1 - The core viewpoint of the article is that the EU's approach towards China is shifting from a confrontational stance to a more cautious dialogue due to increasing pressures and dependencies on China, particularly in critical industries like rare earths and manufacturing [1][2][4][6][10] Group 2 - The EU is currently facing economic challenges, including energy supply issues and declining manufacturing orders in major economies like Germany, France, and Italy, which has led to rising public dissatisfaction [2][4] - Ursula von der Leyen's strong statements about EU independence from the US have been met with skepticism, as the EU's reliance on Chinese rare earth imports for key industries remains high, with over 70% of the eurozone's rare earth resources dependent on China [2][4] - The EU's attempts to increase its self-sufficiency in rare earths have been largely unsuccessful, with little improvement in domestic production and continued reliance on Chinese companies for critical processing [4][6] Group 3 - The geopolitical landscape has complicated the EU's policy towards China, as internal pressures and external influences from the US have led to a contradictory stance where the EU seeks to contain China while simultaneously needing its market [6][9] - The EU's inconsistent policy approach has damaged its international credibility, as it struggles to balance between hard rhetoric against China and the necessity of cooperation in areas like carbon markets and green finance [6][9][10] - Von der Leyen's hardline rhetoric may be an attempt to solidify transatlantic alliances, but it fails to recognize the EU's limitations in exerting pressure on China, especially in light of the growing Sino-Russian cooperation [8][9][10]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 中节能风力发电股份有限公司（以下简称"公司"）于2025年3月26日召开第五届董事会第三十二次会 议、于2025年4月21日召开2024年年度股东大会，审议通过了《关于续聘公司2025年度审计机构的议 案》，同意续聘致同会计师事务所（特殊普通合伙）（以下简称"致同所"）为公司2025年度财务报告及 内部控制审计机构。具体内容详见公司分别于2025年3月28日、2025年4月22日在上海证券交易所网站 （www.sse.com.cn）披露的《中节能风力发电股份有限公司关于续聘2025年度审计机构的公告》（公告 编号：2025-017）及《中节能风力发电股份有限公司2024年年度股东大会决议公告》（公告编号： 2025-025）。近日，公司收到致同所送达的《关于变更中节能风力发电股份有限公司签字注册会计师的 函》，公司2025年度审计签字注册会计师拟发生变更，现将相关变更情况公告如下： 梁轶男女士近三年未因执业行为受到刑事处罚，未受到证监会及其派出机构、行业主管部门等的行政处 罚、监 ...

Core Viewpoint - Jiaze New Energy Co., Ltd. announced adjustments to its infrastructure public REITs project plan and progress on December 8, 2023 [2]. Group 1: Project Announcement - In November 2023, Jiaze New Energy announced the initiation of the public REITs application process, utilizing the 150MW wind power project held by Ningxia Zekai New Energy Co., Ltd. as the underlying asset [2]. - The board of directors decided to adjust the public REITs application plan, changing the underlying assets to include the wind power projects held by Ningxia Bojiang New Energy Co., Ltd., specifically the Ningxia Guobo New Energy Tongxin Jiaojiafan Wind Power Project and the Ningxia Guobo New Rural Wind Power Project [2].