（文章来源：每日经济新闻） 明阳智能（601615.SH）9月17日在投资者互动平台表示，2025年上半年公司风机新增订单超过13GW， 截至2025年6月底公司在手订单达到46GW以上。公司严格遵守上市公司信息披露规则，确保所有投资 者公平获取信息。 每经AI快讯，有投资者在投资者互动平台提问：大金重工等你们同行都公布了在手订单的情况和金 额。请问贵司是否可以公布一下贵司的在手订单情况和金额？ ...

哈萨克斯坦是共建"一带一路"倡议的首倡之地，中国则是哈萨克斯坦第一大贸易伙伴和最重要经济伙 伴。2024年，中哈两国双边贸易额突破440亿美元，创历史新高。 9月11日，在第十届香港"一带一路"国际合作高峰论坛举行期间，哈萨克斯坦阿斯塔纳国际金融中心 （AIFC）总裁雷纳特·别科图尔沃夫（Renat Bekturov）接受了21世纪经济报道记者的专访。 阿斯塔纳国际金融中心成立于2018年，是哈萨克斯坦政府为发展金融市场、打造中亚金融枢纽而创设的 特别区域。它位于"一带一路"的关键区位，凭借其独特的普通法法律框架、税收优惠、国际仲裁中心和 人民币离岸中心等优势，正强力吸引着全球资本、顶尖金融机构与科技人才，致力于成为连接欧亚市场 的活力心脏。 数据显示，阿斯塔纳国际金融中心目前已吸引了来自85个国家的超4000家企业入驻。其中，中国企业数 量已超过850家，今年内新增超200家，是AIFC的第二大注册企业群体。 别科图尔沃夫表示，AIFC高度重视共建"一带一路"倡议带来的机遇，积极推动中亚地区首个离岸人民 币市场建设，已和上海证券交易所合作成立了阿斯塔纳国际交易所（AIX），并在该交易所设立"一带 一路"板。 ...

Core Viewpoint - The company is building a 5 billion yuan wind turbine gearbox smart factory in Yinchuan, which will be the only large-scale wind turbine gearbox R&D and production base in Western China, addressing a critical gap in the wind power industry chain in the northwest region [1][2]. Group 1: Company Development Stages - The company has undergone three significant phases since its establishment in 2003: the entrepreneurial phase (2003-2006), focusing on industrial gearboxes; the wind power expansion phase (2007-2016), where it developed specialized wind turbine gearboxes; and the transformation and diversification phase (2017-present), marked by its listing on the New Third Board and the development of high-capacity offshore wind turbine gearboxes [1][2][3]. Group 2: Technological Innovation and Capacity Expansion - The company emphasizes technological innovation as its core competitive advantage, with R&D expenses increasing from 42.56 million yuan in 2023 to 51.35 million yuan in 2024, a growth of 20.65% [2][3]. - As of June 30, 2025, the company holds 204 valid patents, including 31 invention patents, indicating a strong focus on R&D and innovation [3]. - The smart factory is expected to achieve an annual production capacity of 2,000 wind turbine gearboxes upon full operation, with a cumulative investment of 1.231 billion yuan as of August 2023 [3][4]. Group 3: Market Strategy and Expansion - The company plans to leverage the anticipated global wind power installation capacity of 981 GW from 2025 to 2030 to drive demand for wind turbine gearboxes [4][5]. - A dual-path strategy is being implemented for market expansion, focusing on domestic partnerships with leading companies like Goldwind Technology and international breakthroughs in regions such as Europe and Southeast Asia [5][6]. - The company is actively participating in the "Thousand Villages and Ten Thousand Villages Wind Action" project, with a total installed capacity of 65 MW, which will further enhance its position in the wind power industry [6][7].

Core Viewpoint - The company is establishing a wind turbine gearbox smart factory in Yinchuan, with a total planned investment of 5 billion yuan, aiming to become the only large-scale wind turbine gearbox R&D and production base in Western China, addressing a critical gap in the wind power industry chain in the northwest region [1] Company Development Stages - The company has undergone three significant phases since its establishment in 2003: the entrepreneurial phase (2003-2006), focusing on industrial gearboxes; the wind power expansion phase (2007-2016), where it developed specialized wind turbine gearboxes; and the transformation and diversification phase (2017-present), marked by its listing on the New Third Board and the development of high-capacity offshore wind turbine gearboxes [2][3] Technological Innovation and Capacity Expansion - The company emphasizes technological innovation as its core competitive advantage, with R&D expenses increasing from 42.56 million yuan in 2023 to 51.35 million yuan in 2024, a growth of 20.65% [3] - As of June 30, 2025, the company holds 204 valid patents, including 31 invention patents, indicating a strong focus on R&D in gearbox design and efficiency [3] Production Capacity - The smart factory is expected to achieve an annual production capacity of 2,000 wind turbine gearboxes upon full operation, with a cumulative investment of 1.231 billion yuan as of August 2023 [4][5] Market Strategy - The company plans to leverage the anticipated global wind power market growth, with an expected addition of 981 GW from 2025 to 2030, to enhance its market presence through capacity release, technological iteration, and market expansion [6] - The company is pursuing a dual-path strategy for market expansion, focusing on partnerships with leading domestic firms like Goldwind Technology and expanding into international markets, particularly in Europe and Southeast Asia [7] Supply Chain Collaboration - The company aims to reduce costs through supply chain collaboration by securing framework agreements with key suppliers for core components, thereby maintaining product competitiveness while meeting market demand [8] Future Outlook - The company is committed to becoming a leading provider of transmission solutions globally, focusing on high-power gearboxes and expanding into high-end fields such as electric drive systems for new energy vehicles [8]

（原标题：专访AIFC总裁：AIFC的愿景是成为中亚人民币离岸中心） 南方财经 21世纪经济报道记者 袁思杰 香港报道 哈萨克斯坦是共建"一带一路"倡议的首倡之地，中国则是哈萨克斯坦第一大贸易伙伴和最重要经济伙 伴。2024年，中哈两国双边贸易额突破440亿美元，创历史新高。 9月11日，在第十届香港"一带一路"国际合作高峰论坛举行期间，哈萨克斯坦阿斯塔纳国际金融中心 （AIFC）总裁雷纳特·别科图尔沃夫（Renat Bekturov）接受了21世纪经济报道记者的专访。 阿斯塔纳国际金融中心（AIFC）成立于2018年，是哈萨克斯坦政府为发展金融市场、打造中亚金融枢 纽而创设的特别区域。它位于"一带一路"的关键区位，凭借其独特的普通法法律框架、税收优惠、国际 仲裁中心和人民币离岸中心等优势，正强力吸引着全球资本、顶尖金融机构与科技人才，致力于成为连 接欧亚市场的活力心脏。 近期，哈萨克斯坦开发银行在香港发行了20亿元人民币点心债券，这是中亚地区首只由政府控股实体发 行的人民币债券。这次债券发行，为中哈产能合作项目提供了跨境融资的创新模式，也为高质量共 建"一带一路"倡议背景下的跨国金融合作与产能协同树立了新标 ...

证券之星消息，9月16日风电设备板块较上一交易日下跌0.33%，运达股份领跌。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300904 | 威力传动 | 69.36 | 5.33% | 2.34万 | | 1.60亿 | | 601218 | 吉鑫科技 | 4.94 | 3.13% | 85.77万 | | 4.17 Z | | 301040 | 中环海陆 | 24.25 | 2.15% | 8.57万 | | 2.06亿 | | 300185 | 通裕重丁 | 2.97 | 2.06% | 136.47万 | | 4.01亿 | | 603507 | 振江股份 | 26.80 | 1.90% | 9.86万 | | 2.64亿 | | 300443 | 金雷股份 | 27.90 | 1.45% | 7.29万 | | 2.01亿 | | 6039 ...

Group 1 - The core viewpoint of the news is that 威力传动 (Weili Transmission) has seen a significant increase in its stock price, rising by 5.18% to 69.26 CNY per share, with a trading volume of 135 million CNY and a turnover rate of 9.03%, resulting in a total market capitalization of 5.013 billion CNY [1] - 威力传动 is primarily engaged in the research, development, production, and sales of wind power gearboxes, with 98.23% of its revenue coming from this segment and only 1.77% from other sources [1] - The company was established on October 29, 2003, and went public on August 9, 2023, indicating a relatively recent entry into the public market [1] Group 2 - Among the top ten circulating shareholders of 威力传动, the fund managed by 交银施罗德基金 (Jiaoyin Schroder Fund) holds a significant position, having reduced its holdings by 240,000 shares to 307,500 shares, which represents 1.4% of the circulating shares [2] - The 交银主题优选混合A fund has achieved a year-to-date return of 17.99% and a one-year return of 46.64%, ranking 4569 out of 8174 and 3497 out of 7982 respectively in its category [2] - The fund manager, 沈楠 (Shen Nan), has been in the position for over 10 years, with the fund's total assets currently at 4.352 billion CNY and a best return of 186.21% during his tenure [3]

Group 1 - Wuzhou Transportation's controlling shareholder plans to increase its stake in the company by investing between 85 million and 170 million yuan [1] - Blue Dai Technology received approval from the Anhui State-owned Assets Supervision and Administration Commission for a change in control [1] - Delin Hai's director plans to reduce his holdings by up to 505,600 shares, representing no more than 0.4474% of the total share capital [1] Group 2 - Rihua Chemical's shareholder plans to reduce holdings by up to 1.29% of the total share capital, equating to 5,996,900 shares [2] - Haili Wind Power's general manager intends to reduce holdings by up to 200,000 shares, representing 0.92% of the total share capital [3] Group 3 - China Merchants Shekou elected Zhu Wenkai as the new chairman following the resignation of Jiang Tiefeng [4] - Jingwei Hengrun's director plans to reduce holdings by up to 1 million shares, which is 0.8336% of the total share capital [6] Group 4 - Shanghai Construction clarified that recent media reports regarding the Koka gold mine are based on previously disclosed information [7] - Puran Technology is planning to acquire a controlling stake in a semiconductor company, enhancing its product offerings [8] Group 5 - Zhongchuang Environmental Protection's shareholder plans to reduce holdings by up to 2% of the total share capital, equating to 7,709,800 shares [10] - Yantian Port announced a cash dividend of 0.88 yuan per 10 shares, totaling 458 million yuan [11] Group 6 - Aishida's controlling shareholder plans to reduce holdings by up to 3% of the total share capital, equating to 10,219,200 shares [13] - Huaguang New Materials' shareholder plans to reduce holdings by up to 2.9972% of the total share capital, equating to 2.7 million shares [14] Group 7 - Yantian Port's wholly-owned subsidiary is introducing a strategic investor through a capital increase of 132.3275 million yuan [15] - Longpan Technology's subsidiary signed a procurement agreement with CATL for lithium iron phosphate cathode materials, with a total sales value exceeding 6 billion yuan [16] Group 8 - China Pacific Insurance announced a transfer of state-owned equity involving 55.59 million shares, representing 0.58% of the total share capital [17][18] - Longxing Technology's major shareholder plans to reduce holdings by up to 1% of the total share capital, equating to 5,032,800 shares [18] Group 9 - Guangda Tongchuang's shareholder plans to reduce holdings by up to 1% of the total share capital, equating to 106,750 shares [19] - Qusleep Technology's multiple shareholders plan to collectively reduce holdings by up to 4.88% of the total share capital [19]

Investment Rating - The report maintains a "Buy" rating for the renewable energy sector, indicating a positive outlook for the industry based on recent developments and market trends [4][7]. Core Insights - The report highlights that the recent "anti-involution" actions in the photovoltaic industry have reached the highest strategic level in the country, signaling a positive trend for the sector. The focus is on capacity integration in the silicon material segment and strengthening price regulation across the industry [4]. - The new policy initiatives, including the "New Energy + Storage" market mechanism, are expected to enhance the participation of new energy sources in the electricity market, which will be crucial for the industry's growth [3][22]. - The report emphasizes that the photovoltaic industry is currently at the bottom of its cycle, with future policy strength being a key variable influencing the industry's trajectory. It anticipates a shift towards high-quality development in the medium to long term, driven by technological upgrades and market optimization [4][5]. Weekly Market Review - From September 8 to September 12, 2025, the Shanghai Composite Index rose by 1.52%, while the Shenzhen Component Index and the ChiNext Index increased by 2.65% and 2.10%, respectively. The Shenwan Electric Power Equipment Index saw a modest increase of 0.53%, underperforming the CSI 300 by 0.85 percentage points [12][19]. - Within the sub-sectors, photovoltaic equipment and wind power equipment experienced declines of 3.28% and 2.04%, respectively, while battery and grid equipment saw increases of 1.28% and 1.02% [12][16]. Key Sector Tracking - The report notes the release of the "New Type Energy Storage Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the National Energy Administration, which aims to enhance the utilization of new energy storage and optimize resource allocation in the electricity market [3][22]. - The report also mentions the first mechanism electricity prices for renewable energy, with wind power priced at 0.319 yuan/kWh and photovoltaic at 0.225 yuan/kWh, reflecting a decrease of 43% and 19.2% compared to previous benchmark prices [23]. Investment Recommendations - For the photovoltaic sector, the report suggests focusing on companies with clear alpha and those in the silicon material, glass, and battery segments, such as Aiko Solar, Flat Glass Group, and GCL-Poly Energy [4]. - In the wind power sector, the report recommends attention to companies like Goldwind Technology and Yunda Co., which are well-positioned in the domestic wind power supply chain [4]. - The report highlights the rapid growth of the electric vehicle sector in China, recommending investment in battery and structural component manufacturers that benefit from low upstream raw material prices, such as CATL and EVE Energy [5].

Group 1: Target Price Increases - On September 15, 53 target price adjustments were made by brokerages, with notable increases for Hanwang Technology, Ruipu Biology, and Xindian Software, showing target price increases of 79.86%, 64.51%, and 60.09% respectively [1][2] - Hanwang Technology's latest closing price is 42.23, while Ruipu Biology's is 36.16, and Xindian Software's is 44.84 [2] Group 2: Brokerage Recommendations - A total of 94 companies received brokerage recommendations on September 15, with notable mentions including Shanying International, which received 1 recommendation, and Huashang City A, also receiving 1 recommendation [3] - Three companies had their ratings downgraded, including Tongwei Co., which was downgraded from "Buy" to "Hold" by Tianfeng Securities [3][4] Group 3: First-Time Coverage - Five companies received first-time coverage on September 15, including Jinfeng Technology with a "Recommended" rating from Minsheng Securities, and Gaoweida with an "Increase" rating from Zhongyou Securities [5] - Other companies receiving first-time ratings include Huali Technology, Zhongce Rubber, and Huajin Technology, all rated "Buy" by various brokerages [5]