Core Viewpoint - Jinlun Technology's stock price has experienced fluctuations, with a year-to-date increase of 43.47% but a recent decline in the last five trading days by 5.86% [1] Group 1: Financial Performance - For the period from January to September 2025, Jinlun Technology achieved operating revenue of 48.147 billion yuan, representing a year-on-year growth of 34.34% [2] - The net profit attributable to shareholders for the same period was 2.584 billion yuan, showing a year-on-year increase of 44.21% [2] - Cumulatively, the company has distributed a total of 11.683 billion yuan in dividends since its A-share listing, with 1.521 billion yuan distributed over the past three years [3] Group 2: Stock Market Activity - As of November 18, Jinlun Technology's stock price was 14.62 yuan per share, with a market capitalization of 61.770 billion yuan [1] - The stock has seen a net outflow of 142 million yuan in principal funds, with significant selling pressure observed [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 56.8805 million yuan on August 25 [1] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Jinlun Technology was 202,400, an increase of 2.66% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 32.665 million shares [3] - New entrants among the top ten shareholders include the Jiashi Zhongzheng Rare Earth Industry ETF, holding 22.2771 million shares [3]

Core Viewpoint - Mingyang Smart Energy experienced a stock price decline of 2.04% on November 18, with a current price of 13.96 CNY per share and a total market capitalization of 31.71 billion CNY [1] Group 1: Stock Performance - Year-to-date, Mingyang Smart Energy's stock price has increased by 13.29%, but it has seen a decline of 9.17% over the last five trading days and 8.34% over the last twenty days [1] - The stock's performance over the last sixty days shows an increase of 11.59% [1] Group 2: Financial Performance - For the period from January to September 2025, Mingyang Smart Energy reported a revenue of 26.30 billion CNY, representing a year-on-year growth of 29.98% [2] - The company's net profit attributable to shareholders was 766 million CNY, which reflects a year-on-year decrease of 5.29% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Mingyang Smart Energy reached 129,300, an increase of 8.84% from the previous period [2] - The average number of circulating shares per shareholder decreased by 8.12% to 17,564 shares [2] Group 4: Dividend Information - Mingyang Smart Energy has distributed a total of 2.86 billion CNY in dividends since its A-share listing, with 1.99 billion CNY distributed over the last three years [3] Group 5: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 65.28 million shares, a decrease of 3.12 million shares from the previous period [3] - HSBC Jintrust Low Carbon Pioneer Stock A has exited the list of the top ten circulating shareholders [3]

11月17日，金风科技盘中下跌2.04%，截至10:23，报14.89元/股，成交4.13亿元，换手率0.82%，总市值 629.11亿元。 资金流向方面，主力资金净流出6384.54万元，特大单买入626.41万元，占比1.52%，卖出4144.57万元， 占比10.04%；大单买入6949.18万元，占比16.84%，卖出9815.56万元，占比23.78%。 金风科技今年以来股价涨46.12%，近5个交易日跌4.55%，近20日涨2.69%，近60日涨42.22%。 今年以来金风科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月25日，当日龙虎榜净买入5688.05万 元；买入总计5.79亿元 ，占总成交额比25.83%；卖出总计5.22亿元 ，占总成交额比23.29%。 资料显示，金风科技股份有限公司位于北京市经济技术开发区博兴一路8号,香港铜锣湾礼顿道9-11号合 诚大厦17楼1701室，成立日期2001年3月26日，上市日期2007年12月26日，公司主营业务涉及风力发电 机组开发制造和销售、风电服务、风电场投资与开发、水务业务。主营业务收入构成为：风机及零部件 销售76.58%，风电场开发11.1 ...

Core Viewpoint - The stock of Electric Wind Power has shown significant volatility, with a year-to-date increase of 106.11%, but recent declines in the short term raise questions about future performance [1][2]. Company Overview - Electric Wind Power, established on September 7, 2006, and listed on May 19, 2021, is based in Xuhui District, Shanghai. The company specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, along with aftermarket services [1]. - The revenue composition of the company includes 92.60% from product sales, 5.29% from service provision, 1.42% from electricity sales, and 0.68% from other sources [1]. Financial Performance - For the period from January to September 2025, Electric Wind Power reported a revenue of 4.262 billion yuan, reflecting a year-on-year growth of 35.96%. However, the net profit attributable to shareholders was -732 million yuan, a decrease of 53.51% compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 153 million yuan in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Electric Wind Power increased by 38.54% to 41,400, while the average circulating shares per person decreased by 27.82% to 32,218 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 11.7149 million shares, a reduction of 413,100 shares from the previous period. Additionally, Southern CSI 1000 ETF is a new fifth-largest shareholder with 4.8789 million shares [3]. Market Activity - The stock price of Electric Wind Power rose by 2.04% to 18.55 yuan per share, with a trading volume of 177 million yuan and a turnover rate of 0.73%. The total market capitalization stands at 24.733 billion yuan [1]. - The stock has appeared on the daily trading leaderboard ten times this year, with the most recent appearance on September 23, where it recorded a net purchase of 36.2308 million yuan [1].

Core Viewpoint - The stock of Electric Wind Power has experienced a decline of 2.07% on November 11, with a current price of 18.88 CNY per share, despite a year-to-date increase of 109.78% [1] Group 1: Stock Performance - As of November 11, Electric Wind Power's stock price is 18.88 CNY, with a market capitalization of 25.173 billion CNY [1] - The stock has seen a net outflow of 13.6756 million CNY in principal funds, with significant buying and selling activity [1] - Year-to-date, the stock has risen by 109.78%, but has declined by 3.58% over the last five trading days [1] Group 2: Financial Performance - For the period from January to September 2025, Electric Wind Power reported revenue of 4.262 billion CNY, a year-on-year increase of 35.96%, but a net profit loss of 732 million CNY, a decrease of 53.51% compared to the previous year [2] - The company has not distributed any dividends in the last three years, with a total payout of 153 million CNY since its A-share listing [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Electric Wind Power has increased by 38.54% to 41,400 [2] - The average number of circulating shares per shareholder has decreased by 27.82% to 32,218 shares [2] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 11.7149 million shares, a decrease of 413,100 shares from the previous period [3]

Core Viewpoint - Yunda Co., Ltd. has shown a significant stock price increase of 42.56% year-to-date, despite a recent decline in the last five and twenty trading days, indicating volatility in its stock performance [2]. Financial Performance - For the period from January to September 2025, Yunda Co., Ltd. achieved a revenue of 18.486 billion yuan, representing a year-on-year growth of 32.72%. However, the net profit attributable to shareholders decreased by 5.76% to 251 million yuan [2]. - The company has distributed a total of 281 million yuan in dividends since its A-share listing, with 153 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 6, Yunda's stock price was 18.79 yuan per share, with a market capitalization of 14.785 billion yuan. The stock experienced a trading volume of 1.26 billion yuan and a turnover rate of 0.98% [1]. - The net inflow of main funds was 4.1315 million yuan, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 13.08% to 33,400, while the average circulating shares per person increased by 15.09% to 20,891 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 9.0248 million shares, a decrease of 1.7986 million shares from the previous period [3].

Core Viewpoint - Yunda Co., Ltd. has shown a significant stock price increase of 41.12% year-to-date, with a recent trading price of 18.60 CNY per share, indicating strong market interest and performance in the wind power sector [1][2]. Financial Performance - For the period from January to September 2025, Yunda Co., Ltd. achieved a revenue of 18.486 billion CNY, representing a year-on-year growth of 32.72%. However, the net profit attributable to shareholders decreased by 5.76% to 251 million CNY [2]. - Cumulative cash dividends since the A-share listing amount to 281 million CNY, with 153 million CNY distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 13.08% to 33,400, while the average number of circulating shares per person increased by 15.09% to 20,891 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 9.0248 million shares, a decrease of 1.7986 million shares from the previous period [3]. Market Activity - On November 5, Yunda Co., Ltd. experienced a 2.25% increase in stock price during trading, with a total market capitalization of 14.635 billion CNY. The trading volume reached 166 million CNY, with a turnover rate of 1.31% [1]. - The stock has seen a recent net outflow of 1.9036 million CNY in principal funds, with significant buying and selling activity from large orders [1]. Business Overview - Yunda Co., Ltd., established on November 30, 2001, and listed on April 26, 2019, specializes in the research, production, and sales of large wind turbine generators. The main revenue sources include wind turbine generators (87.54%), new energy EPC contracting (6.36%), and other segments [1]. - The company operates within the power equipment industry, specifically focusing on wind power equipment and complete wind power systems [1].

Core Viewpoint - Jinpeng Technology's stock price has shown significant growth this year, with a year-to-date increase of 57.41% and a recent market capitalization of 67.77 billion yuan [2][3]. Financial Performance - For the period from January to September 2025, Jinpeng Technology achieved a revenue of 48.147 billion yuan, representing a year-on-year growth of 34.34%. The net profit attributable to shareholders was 2.584 billion yuan, reflecting a year-on-year increase of 44.21% [3]. - The company has cumulatively distributed 11.683 billion yuan in dividends since its A-share listing, with 1.521 billion yuan distributed over the past three years [4]. Stock Market Activity - As of November 3, Jinpeng Technology's stock price was 16.04 yuan per share, with a trading volume of 1.041 billion yuan and a turnover rate of 1.96% [1]. - The stock has been actively traded, with a net inflow of 65.836 million yuan from main funds and significant buying activity from large orders [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 202,400, with no change in the average circulating shares per person [3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [4]. Business Overview - Jinpeng Technology, established on March 26, 2001, and listed on December 26, 2007, specializes in the development, manufacturing, and sales of wind turbines, as well as wind farm investment and development [2]. - The company's main revenue sources include sales of wind turbines and components (76.58%), wind farm development (11.12%), and wind power services (10.15%) [2].

Core Viewpoint - The company Electric Wind Power, a leading player in the domestic offshore wind power equipment sector, is facing challenges in revenue and profitability, ranking last in its industry for both metrics as of Q3 2025 [2][3]. Group 1: Company Overview - Electric Wind Power was established on September 7, 2006, and went public on May 19, 2021, on the Shanghai Stock Exchange, with its headquarters in Shanghai [1]. - The company specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1]. Group 2: Financial Performance - For Q3 2025, Electric Wind Power reported revenue of 4.262 billion yuan, ranking 5th in the industry, significantly lower than the industry leader, Goldwind Technology, which had revenue of 48.147 billion yuan [2]. - The company's net profit for the same period was -737 million yuan, also ranking 5th, while the industry average net profit was 649 million yuan [2]. Group 3: Financial Ratios - As of Q3 2025, Electric Wind Power's debt-to-asset ratio was 87.03%, an increase from 79.88% in the previous year and above the industry average of 77.39% [3]. - The company's gross profit margin was 8.64%, down from 17.08% year-on-year and below the industry average of 10.33% [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 38.54% to 41,400, while the average number of circulating A-shares held per shareholder decreased by 27.82% to 32,200 [5]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited was the third-largest, holding 11.7149 million shares, a decrease of 413,100 shares from the previous period [5].

Core Viewpoint - Goldwind Technology is a leading global provider of wind power solutions, with strong financial performance and growth prospects in the wind turbine market [1][2][6]. Financial Performance - In Q3 2025, Goldwind Technology achieved a revenue of 48.147 billion yuan, ranking first in the industry, significantly higher than the industry average of 22.33 billion yuan and the median of 18.486 billion yuan, and far exceeding the second-ranked Mingyang Smart Energy's 26.304 billion yuan [2]. - The net profit for the same period was 2.818 billion yuan, also leading the industry, surpassing the industry average of 649 million yuan and the median of 252 million yuan, and greatly outpacing Mingyang Smart Energy's 789 million yuan [2]. Financial Ratios - As of Q3 2025, Goldwind Technology's debt-to-asset ratio was 73.11%, a slight decrease from 73.72% in the previous year, and lower than the industry average of 77.39%, indicating good solvency [3]. - The gross profit margin for the same period was 14.39%, down from 16.43% year-on-year, but still above the industry average of 10.33%, reflecting strong profitability [3]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.82% to 209,800, while the average number of circulating A-shares held per household increased by 1.85% to 4,716.27 [5]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked fifth with 162 million shares, an increase of 32.665 million shares from the previous period [5]. Business Highlights - Wind turbine sales reached 7.81 GW in Q3 2025, a year-on-year increase of 71%, with a backlog of orders remaining high at 52.46 GW, including 7.16 GW from overseas [6][7]. - The company is expected to see significant growth in wind turbine shipments in Q4 2025, with an increase in high-priced orders, potentially enhancing profitability further [6]. - Goldwind is also expanding its green hydrogen and methanol production capacity, planning a total capacity of 2.45 million tons [6]. Analyst Ratings - Guohai Securities expects Goldwind Technology to achieve revenues of 81.039 billion yuan, 92.055 billion yuan, and 100.894 billion yuan from 2025 to 2027, with net profits of 3.801 billion yuan, 4.914 billion yuan, and 6.189 billion yuan respectively, initiating coverage with a "buy" rating [6]. - Huatai Securities noted that the company's Q3 performance met market expectations, with improved profitability in wind turbine sales, and raised its profit forecasts for 2025 to 2027 [7].