基于上述良好发展态势，公司预计2025年前三季度营业收入将达到8.59亿元-8.69亿元，同比预增 29.04%-30.54%；净利润预计为1.5亿元-1.57亿元，同比预增44.03%-50.52%；扣非归母净利润预计为 1.49亿元-1.56亿元，同比预增46.31%-52.95%。 中证报中证网讯(王珞)9月19日，证监会公告同意江苏锡华新能源科技股份有限公司(简称"锡华科技")首 次公开发行股票并在上交所主板上市的注册申请，这一进展标志着锡华科技距离登陆资本市场更近一 步。 业内人士表示，此次锡华科技顺利获取注册批文，不仅彰显了资本市场对公司过往发展成果与核心竞争 力的高度认可，更为其未来发展注入了强劲动力。后续随着公司顺利登陆资本市场，叠加国家对新能源 及高端装备制造行业的政策支持，未来公司在业务拓展、盈利能力提升等方面将迎来更广阔的空间。 据了解，锡华科技已开发出应用于1MW至22MW陆上及海上风电机组装备的产品。2024年，其风电齿 轮箱专用部件中7MW及以上产品的销量占比达31.71%；到2025年6月，该占比快速攀升至58.31%，大兆 瓦产品优势显著，能够充分响应政策号召，助力国家新能源领 ...

9月19日，证监会发文同意江苏锡华新能源科技股份有限公司（以下简称"锡华科技"）首次公开发行股 票并在上交所主板上市的注册申请，标志着这家风电核心部件龙头企业正式步入资本市场倒计时阶段。 锡华科技成立于2001年，是全球行业领先、质量可靠、技术卓越的大型高端装备专用部件制造商，作为 国内少数可提供风电齿轮箱专用部件全工序服务的企业，公司不仅能为客户提供从前端毛坯制造到后端 成品加工的全流程服务，还致力于成为新能源风电领域的全球顶尖大型高端装备专用部件制造商，为国 家新能源领域加快发展新质生产力提供关键支撑。 当前，国家层面对新能源产业发展高度重视，接连推出一系列的鼓励政策，而锡华科技的业务方向则与 政策导向高度契合，为公司发展创造了良好外部环境。 有业内人士表示，此次锡华科技顺利获取批文，不仅彰显了资本市场对公司过往发展成果与核心竞争力 的高度认可，更为其未来发展注入了强劲动力。后续随着公司顺利登陆资本市场，叠加国家对相关行业 的政策支持，未来公司在业务拓展、盈利能力提升等方面将迎来更广阔的空间，有望实现高质量发展的 新跨越。 （文章来源：证券时报网） 2024年8月国务院《中国的能源转型》明确提出推动风电跃 ...

Core Viewpoint - The approval of Jiangsu Xihua New Energy Technology Co., Ltd.'s IPO marks its entry into the capital market, highlighting its position as a leading manufacturer of wind power components and aligning with national policies promoting renewable energy development [1][3]. Group 1: Company Overview - Jiangsu Xihua Technology, established in 2001, is a major manufacturer of high-end equipment components, specializing in providing comprehensive services for wind power gearbox components [1]. - The company aims to become a top global manufacturer in the renewable energy sector, supporting the development of new productive forces in the national renewable energy field [1]. Group 2: Industry Context - The Chinese government has introduced policies to promote the development of wind energy, including the goal of increasing the share of non-fossil energy in total energy consumption to around 20% by 2025 [2]. - The company has developed products for wind turbine equipment ranging from 1MW to 22MW, with a significant increase in sales of large-scale products responding to policy initiatives [2]. Group 3: Financial Performance - In the first half of 2025, the company reported a revenue of 580 million yuan, a year-on-year increase of 36.67%, and a net profit of approximately 94.29 million yuan, up 55.67% year-on-year [3]. - The company has a strong order backlog, with approximately 32,378.12 tons of orders on hand, representing a 70.04% increase compared to the average monthly sales in 2024 [3]. - Projections for the first three quarters of 2025 indicate expected revenues of 859 million to 869 million yuan, a year-on-year increase of 29.04% to 30.54%, and net profits of 150 million to 157 million yuan, reflecting a growth of 44.03% to 50.52% [3].

证券代码：300129 泰胜风能集团股份有限公司-投资者关系活动记录 泰胜风能集团股份有限公司 投资者关系活动记录表 | 时间 | 地点 网络 2025 年 9 月 19 日 15:00 – 17:00 | | --- | --- | | 参与单位及 人员 | 社会公众 | | 活动类别 | □特定对象调研 □分析师会议 □媒体采访 ■业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（投资者电话交流会） | | 接待人员 | 董事长黎伟涛先生、董事兼总裁邹涛先生、首席财务官朱华先生、董事会秘书李鎔伊女士 | | | 1、公司风电场的项目有新进展吗？能具体讲一下吗？谢谢 | | | 公司积极探索风电场开发与运营等零碳业务，在新疆、广西、黑龙江、内蒙古、陕西等地区积 | | | 极推进风电场项目的前期工作，2026 年有望开工建设。谢谢关注。 | | | 2、请问公司海外市场有新进展吗？特别是欧洲市场有打开新篇章吗？ | | | 海外业务是公司业务发展的重点之一，公司产品覆盖 40 余个国家和地区。2025 年，公司泰胜 | | | 蓝岛基地携手重要客户，承接了具有里程碑意义的荷兰 V236 海上风电项目 ...

Company Overview - Jiangsu Xihua New Energy Technology Co., Ltd. (referred to as "Xihua Technology") has successfully passed the listing review for its initial public offering (IPO) on September 5, 2025 [1] - The company specializes in the research, manufacturing, and sales of high-end equipment components, primarily focusing on wind turbine gearbox components and injection molding machine parts [4] - Xihua Technology is recognized as a leading manufacturer in the global market, providing comprehensive services for wind turbine gearbox components and aiming to become a top-tier manufacturer in the new energy wind power sector [4] Market Position and Client Relationships - The company has established long-term partnerships with major global wind turbine gearbox manufacturers such as NGC, Flender, and ZF, as well as with leading injection molding machine manufacturers like Haitian [4] - Xihua Technology has developed stable relationships with competitive clients in the wind turbine gearbox industry, including Delijia and CRRC [4] Product Development and Industry Leadership - The company is aligned with the market trend of large-scale wind power equipment, continuously upgrading its manufacturing technology for gearbox components [4] - Xihua Technology has developed products applicable to wind turbine units ranging from 1MW to 22MW, maintaining a leading position in the industry [4] - The company holds approximately 20% market share in the global market for wind turbine gearbox components from 2022 to 2024 [4] Financial Performance - Xihua Technology has shown steady growth, with annual revenue exceeding 900 million yuan from 2022 to 2024 [5] - For the first half of 2025, the company reported a revenue of 580 million yuan, representing a year-on-year increase of 36.67%, and a net profit of approximately 94.29 million yuan, with a growth rate of 55.67% [5] - As of late July 2025, the company has a backlog of orders totaling approximately 32,378.12 tons, with a monthly average of 12,951.25 tons, marking a 70.04% increase compared to the previous year's average monthly sales [5] Industry Trends and Policy Support - The Chinese government has introduced favorable policies to promote the development of offshore wind power projects, with significant growth in project bidding volumes for wind turbine manufacturers [6] - In 2024, the bidding volume for wind turbine projects reached 220.64GW, a year-on-year increase of 89.41%, indicating strong demand in the wind power industry for 2025 [6] IPO and Fundraising - Xihua Technology plans to raise 1.498 billion yuan through its IPO to fund the industrialization of core wind power equipment and the construction of a research and development center [6]

Group 1 - The core viewpoint of the news is that Jiangsu Xihua New Energy Technology Co., Ltd. is preparing for its IPO, aiming to raise 1.498 billion yuan for wind power equipment industrialization and R&D center projects, enhancing its competitiveness in the renewable energy sector [1] - Xihua Technology focuses on the R&D, manufacturing, and sales of specialized components for large high-end equipment, primarily wind turbine gearboxes, aligning with national policies promoting renewable energy development [1] - The company has shown steady growth in its operating performance, with annual revenue exceeding 900 million yuan from 2022 to 2024, and a significant increase in net profit in the first half of 2025 [1] Group 2 - As of late July 2025, Xihua Technology has a backlog of orders totaling approximately 32,378.12 tons, with a monthly average of 12,951.25 tons, representing a 70.04% increase compared to the previous year's average monthly sales [2] - The company expects to achieve revenue of 859 million to 869 million yuan in the first three quarters of 2025, reflecting a year-on-year growth of 29.04% to 30.54%, and a net profit of 150 million to 157 million yuan, indicating a growth of 44.03% to 50.52% [2] - Industry experts suggest that with the advancement of fundraising projects and capacity release, Xihua Technology is poised for significant breakthroughs in supporting national energy transition and contributing to the global wind power industry [2]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Dajin Heavy Industry, highlighting its stock price increase and market capitalization [1] - Dajin Heavy Industry's main business involves the production and sales of wind power tower frames and thermal power boiler steel structures, with wind power equipment accounting for 94.54% of its main business revenue [1] - As of the report date, Dajin Heavy Industry's stock price rose by 5.16% to 35.08 CNY per share, with a trading volume of 304 million CNY and a turnover rate of 1.41%, resulting in a total market value of 22.372 billion CNY [1] Group 2 - Longcheng Fund has a significant position in Dajin Heavy Industry, with its Longcheng Environmental Protection Theme Mixed A Fund increasing its holdings by 176,600 shares in the second quarter, bringing the total to 1.1598 million shares, which constitutes 7.95% of the fund's net value [2] - The Longcheng Environmental Protection Theme Mixed A Fund has achieved a year-to-date return of 28.64% and a one-year return of 39.17%, ranking 2389 out of 8180 and 3634 out of 7967 respectively in its category [2] - The fund manager, Liao Hanbo, has been in charge for 7 years and 182 days, with the fund's total asset size at 1.51 billion CNY and a best return of 132.81% during his tenure [2]

Group 1 - The issuer, Taisheng Wind Power Group Co., Ltd., is applying for a specific object stock issuance and listing on the ChiNext board, with Huatai United Securities as the sponsor [1][3] - The total share capital of the issuer as of June 30, 2025, is 934,899,232 shares, with 30.85% being restricted shares and 69.15% being unrestricted shares [7] - The top ten shareholders hold a total of 369,298,730 shares, accounting for 39.49% of the total share capital [7] Group 2 - The issuer's business includes sales of metal structures, onshore and offshore wind turbine sales, and manufacturing of marine engineering equipment [7] - As of June 30, 2025, the issuer's total assets amount to 1,015,133.58 million, with total liabilities of 559,493.05 million and shareholders' equity of 455,640.52 million [11] - The issuer's revenue for the first half of 2025 is reported at 229,854.49 million, with a net profit of 11,506.27 million [11] Group 3 - The fundraising amount for the stock issuance is expected to be no more than 117,592.92 million, which will be used to supplement working capital [25][26] - The issuance price is set at 6.76 per share, which complies with the regulations of not being lower than 80% of the average stock price over the previous 20 trading days [27][28] - The issuer has completed the necessary internal decision-making procedures for the stock issuance, including board and shareholder meetings [17][18]

Group 1 - The core industrial projects in Baotou City have shown significant progress, with a total investment of 439.4 billion yuan across 411 key projects, and 360 projects have resumed work, contributing to a strong momentum in industrial growth [1] - The "3+5" key industrial clusters are demonstrating a matrix effect, particularly the crystalline silicon photovoltaic industry, which has 40 out of 42 projects resumed, achieving an investment completion rate of 66.1% [1] - The rare earth industry has 63 out of 67 projects resumed, with an investment completion of 86 billion yuan, accounting for 53.6% of the annual planned investment [1] Group 2 - Five emerging industries are making steady progress, with the new energy heavy truck and supporting industries achieving a 65.8% investment completion rate across six projects [2] - The energy storage industry has 32 resumed projects with a total investment of 16 billion yuan, while the fluorine materials industry has two ongoing projects with 700 million yuan completed [2] - Traditional industries are also advancing, with 43 out of 54 projects in mining, consumer goods, and infrastructure resumed, achieving an investment completion rate of 54.2% [2] Group 3 - Industrial technological transformation projects have shown promising results, with 73 out of 87 projects above 5 million yuan resumed, achieving an investment completion of 3.25 billion yuan [3] - The investment completion rate for technological transformation projects in Qingshan District reached 78.7%, while Donghe District achieved an impressive 157.2% [3] Group 4 - Despite the progress, 51 projects have not resumed due to challenges such as funding shortages and insufficient orders [5] - Baotou City plans to focus on large projects with investments over 1 billion yuan and projects scheduled for completion in the second half of the year to enhance industrial economic development [5]

Group 1 - The company Huijin Co., Ltd. plans to acquire a 20% stake in Cooper New Energy Co., Ltd. through cash payment, which will result in Cooper New Energy becoming a subsidiary of Huijin after the transaction is completed [1][3] - The transaction is expected to constitute a significant asset restructuring, enhancing Huijin's business scale and profitability, as well as improving its overall asset quality and core competitiveness [1][3] - Cooper New Energy, established in 2011, focuses on the research, production, and sales of internal equipment for wind power towers and intelligent equipment for wind power construction, with a registered capital of 70 million yuan [3] Group 2 - In the first half of the year, Cooper New Energy reported sales revenue of 122 million yuan, a year-on-year decrease of 16.92%, while net profit increased by 22.85% to 14.97 million yuan [3] - The major shareholders of Cooper New Energy include Yu Chunsheng, who holds 94.29% of the shares, and other partners holding minor stakes [3] - Huijin's business encompasses various fields, including banking financial electronic equipment, intelligent devices for government and enterprises, software system development, new energy technology development, and comprehensive information solutions [3]