证券日报网讯 1月29日，振江股份在互动平台回答投资者提问时表示，2025年公司风电总装业务有数亿 规模，未来几年将逐年增加，目前风电总装业务客户群主要是西门子歌美飒、恩德等，后期将逐步开拓 其他头部风电整机商。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the article indicates a decline in various indices related to carbon neutrality and renewable energy, with the China Carbon Neutrality Index down by 0.2%, the China Photovoltaic Industry Index down by 1.0%, the China New Energy Index down by 1.7%, and the National New Energy Battery Index down by 2.9% [1] - Despite the decline in these indices, there is a notable increase in investment, as evidenced by the nearly 100 million net subscriptions to the E Fund Energy Storage Battery ETF (159566) throughout the day [1] - Huatai Securities emphasizes the importance of accelerating the construction of a new energy system during the 14th Five-Year Plan, focusing on the development of new energy storage and the construction of smart grids, which suggests a positive outlook for the renewable energy sector and the electrification rate [1] Group 2 - The article highlights that companies in the energy storage, wind power, and grid sectors are expected to continue benefiting from the ongoing developments in renewable energy [1]

Core Viewpoint - TianShun Wind Power has announced a significant expected net profit loss for 2025, projecting a loss between -190 million to -250 million yuan, representing a year-on-year decline of 199.94% to 222.29% [1] Group 1: Performance Forecast - The company is undergoing a strategic transformation from "land to sea," reducing its onshore wind power equipment business by merging its tower and blade divisions into an onshore equipment division [1] - The anticipated losses are attributed to impairment provisions for assets related to the planned shutdown of onshore wind equipment production bases and some long-term equity investments, with specific impairment amounts to be confirmed in the annual report audit [1] Group 2: Strategic Focus - TianShun Wind Power is focusing on establishing a global offshore equipment manufacturing base, aiming to accelerate the expansion of its offshore wind power market both domestically and internationally [1] - The company plans to concentrate core resources to develop a competitive offshore wind power equipment manufacturing and service system, seizing opportunities in marine renewable energy to enhance long-term profitability [1] Group 3: Subsidiary Shutdowns - The company has announced the long-term shutdown of six wholly-owned subsidiaries, including Shandong Blade, Qian'an Blade, Puyang Tower, Heze Tower, Tongliao Tower, and Taicang Tower, to optimize overall resource allocation and improve operational efficiency [2] - The decision to shut down these subsidiaries, which are currently operating at a loss, is not expected to significantly impact the company's main business [2]

【天顺风能：决定对六家全资子公司实施长期停产安排】#天顺风能六家全资子公司将长期停产#1月29 日，天顺风能公告称，公司决定商都叶片等六家全资子公司停止生产经营活动。鉴于停产子公司所处区 域市场竞争日益激烈，为进一步优化公司整体资源配置，集中优势力量发展海上风电等核心业务，全面 提升运营效率及盈利能力，经公司审慎论证并严格履行相应决策程序后，决定对上述全资子公司实施长 期停产安排。停产子公司未履行完毕的合同，将由临近正常营运的子公司承接。因停产子公司处于亏损 状态，停产决定不会对公司主营业务造成重大影响。（每经） ...

Core Viewpoint - China is contributing significantly to global energy transition through a dual approach of export and investment, focusing on green technologies and products such as electric vehicles, photovoltaics, and lithium batteries [1][2]. Group 1: Clean Energy Export - China is leveraging its clean energy product exports and services to support the energy transition in importing countries, particularly in developing nations, by providing affordable and sustainable solutions [2]. - The export scale of photovoltaic products is expanding, with a projected cumulative export value of $90.22 billion for inverters by 2025, reflecting a year-on-year growth of 9.2% [3]. - By 2025, China's wind turbine exports are expected to reach $17.63 billion, showing a significant year-on-year increase of 47.7%, with Laos, South Africa, and Saudi Arabia being major export destinations [4]. Group 2: Low-Carbon Energy Investment - Chinese companies are engaging in direct investment and project financing to support the clean transformation of traditional energy sectors in Central Asia, focusing on coal and gas [7][8]. - In South America, Chinese enterprises are revitalizing the hydropower industry through direct project investments, enhancing energy conversion efficiency and equipment stability [6]. - The investment in Kazakhstan's coal-fired power plants aims to provide advanced technologies for emissions reduction, addressing the region's specific climatic challenges [8].

中国经济网北京1月29日讯 明阳智能(601615.SH)今日收报23.77元，跌幅4.46%。 东吴证券股份有限公司研究员曾朵红、郭亚男、胡隽颖今日发布研报《明阳智能(601615)：风机 历史质量事故风险释放 收购德华芯片进军国内卫星电源TIER1》称，维持明阳智能"买入"评级。 中国国际金融股份有限公司研究员车昀佶、刘佳妮今日发布研报《明阳智能(601615)：预告2025 年盈利8-10亿元 风机盈利修复》称，维持明阳智能跑赢行业评级。 (责任编辑：徐自立) ...

南财智讯1月29日电，天顺风能公告，公司于2026年1月29日召开第六届董事会2026年第一次会议，审议 通过《关于部分子公司停产的议案》，决定对商都天顺风电叶片有限公司、乾安天顺风电叶片有限公 司、濮阳天顺风电设备有限公司、菏泽天顺新能源设备有限公司、通辽市天顺风电设备有限公司及苏州 天顺新能源科技有限公司（均为公司全资子公司）实施长期停产。停产原因为落实装备制造业务"陆转 海"战略，主动收缩陆上风电业务规模，聚焦海上风电核心赛道，优化区域资源配置，提升运营效率与 盈利能力；相关子公司所处区域市场竞争加剧，且整体处于亏损或微利状态。停产自决议通过后启动， 未履行完毕合同由临近正常运营的子公司承接。公告指出，停产子公司近年持续亏损或盈利承压，停产 不会对公司主营业务造成重大影响，有利于集中资源发展高潜力业务，提升整体经营质量，具体财务影 响以经审计报告为准。 ...

南财智讯1月29日电，恒润股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 6500.00万元—8000.00万元，预计同比扭亏；预计2025年全年归属于上市公司股东的扣除非经常性损益 的净利润为7000.00万元—8500.00万元。2025年度公司实现扭亏为盈，主要得益于公司风电板块业务的 回暖、风电大兆瓦法兰、轴承等新产品的产能释放与量产爬坡以及算力板块业务业绩贡献提升等。报告 期内，风电行业景气度回升，公司的风电板块业务订单和销售毛利均实现增长。同时，全资子公司江阴 市恒润环锻有限公司、江阴市恒润传动科技有限公司产能利用率显著提升，有效降低了单位生产成本。 公司积极调整产品结构，聚焦高附加值产品的研发与生产。公司子公司部分型号的新产品陆续通过认 证，逐步投向市场，其中风电大兆瓦法兰、主轴轴承产品已具备批量供应市场的能力，随着订单的增 长，业绩贡献不断显现。另一方面，报告期内，上海润六尺加大市场客户开发力度，积极拓展融资渠 道，业务规模持续增长，业绩贡献逐步提升。 ...

格隆汇1月29日丨振江股份(603507.SH)在投资者互动平台表示，2025年公司风电总装业务有数亿规模， 未来几年将逐年增加，目前风电总装业务客户群主要是西门子歌美飒、恩德等，后期将逐步开拓其他头 部风电整机商。 ...

格隆汇1月29日丨振江股份(603507.SH)在投资者互动平台表示，2025年公司风电总装业务有数亿规模， 未来几年将逐年增加，目前风电总装业务客户群主要是西门子歌美飒、恩德等，后期将逐步开拓其他头 部风电整机商。 ...