2025年度归属于上市公司股东的净利润预计出现亏损，主要受以下因素的综合影响：1、海上风电市场 竞争加剧，公司2025年度海上风机产品销售价格同比有所下降，叠加海上风电项目建设进度延期，导致 海上风机销售订单交付放缓，未能按计划转化为销售收入，同时受年内市场装机高峰影响，部分零部件 价格上涨，供应链降本不及预期。以上因素综合作用，导致公司2025年度产品毛利率同比有所下降，营 业利润相应减少。2、此外，部分销售订单项目成本下降幅度不及销售价格下降幅度，仍存在亏损的情 况。根据《企业会计准则》的有关规定，经公司初步测算，已签订的部分风机销售订单的预估成本大于 未来可实现收入，公司对该部分差额计提亏损合同损失准备，进一步减少了营业利润。 格隆汇1月9日丨电气风电(688660.SH)公布，经公司财务部门初步测算，2025年度公司归属于上市公司 股东的净利润将出现亏损，预计归属于上市公司股东的净利润为人民币-89,000万元至-109,000万元，扣 除非经常性损益后归属于上市公司股东的净利润为人民币-93,000万元至-113,000万元。 ...

Core Viewpoint - The wind power industry is expected to see a slight rebound in turbine bidding prices by 2025 due to increased emphasis on quality and reliability, as well as efforts to combat unfair competition practices [1] Group 1: Industry Developments - In October 2024, at the Beijing Wind Energy Exhibition, 12 domestic turbine manufacturers signed the "Self-Discipline Convention for Maintaining a Fair Competitive Environment in the Chinese Wind Power Industry," aimed at addressing issues like vicious low-price competition and unfair contract terms [1] - National-level important meetings have repeatedly emphasized the need to prevent and comprehensively rectify "involution-style" competition, with some owners actively responding by adjusting their bidding rules [1] Group 2: Market Trends - There is a growing trend among owners to prioritize high-quality, high-performance turbine units with optimal levelized cost of electricity, reflecting an increased focus on turbine quality and reliability within the industry [1]

Core Viewpoint - Goldwind Technology has entered the A-share trillion market value club due to its strategic investments, particularly in the commercial aerospace sector, rather than solely its wind power business [2][3]. Group 1: Stock Performance and Market Reaction - On January 9, Goldwind Technology's A-share stock price hit a record high of 31.94 yuan, with a market capitalization reaching 134.9 billion yuan, marking a cumulative increase of over 56% since the beginning of 2026 and over 100% in the last month [2]. - The surge in stock price is primarily driven by expectations of potential investment returns from its indirect investment in the commercial aerospace company Blue Arrow Aerospace [3][4]. Group 2: Investment Strategy and Portfolio - Goldwind Technology has established a diverse investment ecosystem that extends beyond wind power manufacturing to include sectors like energy storage, hydrogen energy, and commercial aerospace [3][4]. - The company has invested in Blue Arrow Aerospace, holding a 4.14% stake through its subsidiary Jianghan Assets, positioning itself as a significant strategic shareholder [5]. - Goldwind's investment approach has evolved from small, early-stage investments to a more systematic, fund-like operation, currently holding stakes in 21 companies and having invested in 454 companies overall [7]. Group 3: Historical Context and Future Prospects - Goldwind's investment in Blue Arrow Aerospace dates back to 2017, when it participated in a 200 million yuan B-round financing, followed by an additional 300 million yuan in a B+ round [5][6]. - The rapid progress of Blue Arrow Aerospace's IPO process has contributed to the excitement surrounding Goldwind's stock, although uncertainties remain regarding the IPO's success [6]. - Goldwind's average annual investment net income from 2022 to 2024 is approximately 2.2 billion yuan, indicating its strong investment capabilities [7]. Group 4: Industry Position and Competitive Strategy - Goldwind's investments in key suppliers, such as its early investment in Jinli Permanent Magnet, have helped secure its supply chain and enhance competitiveness in the wind power industry [8]. - The company is also focusing on emerging energy sectors, including energy storage and hydrogen energy, to mitigate supply chain risks and capitalize on technological synergies [9]. - Despite its successful investment strategy, there are concerns about the sustainability of its current market valuation, with differing opinions on whether the stock price reflects overly optimistic expectations [10][11][12].

每经AI快讯，金风科技1月9日晚间发布公告称，持有金风科技股份约1036万股（约占公司总股本的 0.2451%）的股东新疆能源（集团）有限责任公司（简称"新疆能源"）计划自本公告披露之日起15个交 易日后的3个月内（2026年2月2日至2026年5月1日），以集中竞价方式减持其持有的公司股份不超过约 1036万股（约占公司总股本的0.2451%）。 每经头条（nbdtoutiao）——20余省份机制电价揭晓！上海比山东高84%，浙江比辽宁高31%⋯⋯专家： 企业用电成本仍有下降空间 （记者 王晓波） ...

Core Viewpoint - Beijing Energy International (00686.HK) has signed an EPC contract for a 100 MW wind power project in Harbin, China, with a contract price of approximately RMB 135 million (including tax) [1] Group 1: Contract Details - The EPC contract was established between Jingrui, a wholly-owned subsidiary of the company, and a consortium led by Zhengyi Construction and Zhongke Shenghua [1] - The contract aims to provide EPC services for the construction of supporting facilities and infrastructure for the wind power project [1] Group 2: Industry Outlook - The company holds an optimistic view on the development of clean energy projects in China and the expected investment returns [1] - The signing of the EPC contract aligns strategically with the company's overall development strategy for wind power projects [1] - The implementation of supporting facilities and infrastructure is expected to enhance the functionality and operational status of the wind power projects, promoting stable operation and long-term performance [1] - The development of these facilities is anticipated to lay the foundation for the sustainable utilization of the core assets of the 100 MW wind power project and support the creation of long-term economic value [1]

公告显示，公司2025年度海上风机产品销售价格同比有所下降，叠加海上风电项目建设进度延期，导致 海上风机销售订单交付放缓，未能按计划转化为销售收入，同时受年内市场装机高峰影响，部分零部件 价格上涨，供应链降本不及预期。以上因素综合作用，导致公司2025年度产品毛利率同比有所下降，营 业利润相应减少。 智通财经APP讯，电气风电(688660.SH)披露2025年年度业绩预亏公告，预计2025年度归属于上市公司 股东的净亏损8.9亿元至10.9亿元，扣除非经常性损益后归属于上市公司股东的净亏损9.3亿元至11.3亿 元。 ...

Group 1 - The company expects a net profit attributable to shareholders for 2025 to be between -890 million RMB and -1.09 billion RMB, indicating short-term pressure on performance [1] - The wind power industry is accelerating towards high-quality development, with 2026 seen as the starting point for a new cycle of multiple economic upswings, which may support the company's future performance recovery and growth [1] - The National Development and Reform Commission and the Energy Administration have issued a notice promoting the market-oriented reform of new energy grid prices, which will enhance the competitiveness of wind power enterprises across the entire value chain [1] Group 2 - The company's overseas market expansion is accelerating, with foreign wind turbine sales revenue reaching 1.309 billion RMB in 2024, accounting for 12.62% of total revenue, indicating strong growth momentum [2] - The company is optimizing product development, project execution, and localization operations while deepening its presence in traditional markets such as Eurasia, Southeast Asia, and South Korea, and actively exploring emerging markets in the Middle East [2] - The industry ecosystem is continuously improving, with the implementation of self-discipline agreements and reforms in owner bidding rules leading to a rebound in domestic land wind turbine bidding prices, which is expected to solidify the foundation for the company's future development [2]

Group 1: Wind Power Market Insights - The bidding prices for wind turbine units are expected to rise in 2025 due to the signing of a self-regulatory convention by 12 domestic manufacturers to combat unfair competition and low-price bidding [2] - National meetings have emphasized the need to prevent "involution" competition, leading some owners to adjust their bidding rules [2] - There is a growing preference among owners for high-quality, high-performance turbine units that optimize cost per kilowatt-hour [3] Group 2: Cost Reduction and Profitability Improvement - The company aims to enhance profitability through improved R&D capabilities, product performance, and the development of competitive new products [3] - Key strategies include optimizing critical parameters of wind turbine products, implementing new technologies, and self-research on core components to increase gross margins [3] Group 3: Offshore Wind Power Business Development - The company is focusing on the offshore wind power market in Zhejiang and coastal provinces, aiming to establish a leading position and brand advantage [3] - Investments have been made in offshore wind power assembly bases in Dalian and Wenzhou, creating a strategic layout [3] - The company has successfully bid for several deep-sea project orders in Zhejiang for 2025 [3] Group 4: Future Growth Drivers - Future growth will be driven by continuous policy support for the renewable energy sector [4] - Technological advancements are expected to enhance the strategic position of wind power within the renewable energy landscape [4] - Rapid expansion into domestic and international markets, along with increasing industry recognition and market share, will contribute to growth [4]

Core Viewpoint - The company Electric Wind Power (688660.SH) forecasts a net loss attributable to shareholders of between -8.90 billion to -10.90 billion yuan for the fiscal year 2025, compared to a net loss of -7.85 billion yuan in the previous year [1] Group 1: Financial Performance - The projected net loss for 2025 is significantly higher than the previous year's loss, indicating a worsening financial situation [1] - The company is facing increased competition in the offshore wind power market, leading to a decline in wind turbine sales prices [1] - The delay in project construction has resulted in slower order delivery, further impacting revenue [1] Group 2: Cost and Margin Issues - Rising prices of certain components have contributed to a decrease in gross profit margins year-on-year [1] - Some sales orders have costs exceeding the realizable income, prompting the company to recognize losses on contracts, which further reduces operating profit [1]

电气风电公告，预计2025年度归属于上市公司股东的净亏损为8.9亿元至10.9亿元，上年同期为净亏损 7.85亿元。 ...