格隆汇2月4日丨金风科技(002202.SZ)在互动平台表示，公司深度聚焦风电行业，同时关注可再生能源 相关领域的技术与市场机会，公司主营业务不包括商业航天或太空光伏。 ...

Core Viewpoint - The article discusses the European Commission's initiation of an in-depth investigation into Chinese wind power companies under the Foreign Subsidies Regulation (FSR), highlighting China's strong discontent and concerns regarding the discriminatory nature of the investigation [1][2]. Group 1: Investigation Context - The European Commission has escalated its investigation into Chinese wind power and safety equipment companies, which China views as targeted and discriminatory [1]. - China emphasizes that the European Commission's use of the FSR investigation tool is a form of protectionism disguised as fair competition, citing issues such as insufficient evidence and lack of transparency in the investigation process [1]. Group 2: China's Response - China has consistently advocated for resolving differences through dialogue and negotiation, opposing the politicization and securitization of economic and trade issues [2]. - The Chinese government urges the European side to correct its erroneous practices and to use the FSR investigation tool cautiously, aiming to create a fair and predictable market environment for China-Europe cooperation [2]. - China will closely monitor the developments and take necessary measures to protect the legitimate rights and interests of Chinese enterprises [2].

Core Viewpoint - The European Commission has initiated an in-depth investigation into Chinese wind power companies under the Foreign Subsidies Regulation (FSR), which China views as discriminatory and targeted, expressing strong dissatisfaction with the move [1][2]. Group 1: Investigation Details - The European Commission's investigation into Chinese wind power and safety equipment companies has been escalated to an in-depth inquiry, indicating a clear bias against Chinese enterprises [2]. - China asserts that the European investigation generalizes "foreign subsidies" and lacks sufficient evidence and transparency, characterizing it as a form of protectionism disguised as fair competition [2]. Group 2: China's Response - The Ministry of Commerce has previously determined that the European actions constitute trade and investment barriers, with a formal recognition made in January 2025 [1][2]. - China emphasizes the importance of dialogue and negotiation to resolve differences and opposes the politicization of economic and trade issues [3]. Group 3: Impact on Industry - The misuse of investigations by the European side is said to severely disrupt mutually beneficial industrial cooperation between China and Europe, affecting the confidence of Chinese companies in investing in Europe [2]. - Chinese wind power and green industry enterprises contribute positively to global climate change efforts through continuous technological innovation and a robust industrial system [2].

Core Viewpoint - The Chinese government expresses strong dissatisfaction with the European Commission's decision to initiate an in-depth investigation into Chinese wind power companies under the Foreign Subsidies Regulation (FSR), viewing it as discriminatory and protectionist [1][2]. Group 1: Investigation Details - The European Commission has escalated its investigation into Chinese wind power and safety equipment companies, which China perceives as targeted and discriminatory [1]. - The Chinese Ministry of Commerce has previously identified similar actions by the EU as trade and investment barriers, asserting that the EU's approach lacks sufficient evidence and transparency [1]. Group 2: Impact on Industry - Chinese wind power and green industry companies contribute positively to global climate change efforts through continuous technological innovation and a robust industrial system [1]. - The EU's misuse of investigative tools is seen as a significant disruption to Sino-European industrial cooperation, potentially undermining Chinese companies' confidence in investing in Europe and hindering global green transition efforts [1]. Group 3: Call for Dialogue - The Chinese government advocates for resolving differences through dialogue and opposes the politicization of economic issues, urging the EU to correct its actions and create a fair market environment for cooperation [2]. - China will closely monitor the situation and take necessary measures to protect the legitimate rights and interests of Chinese enterprises [2].

Core Viewpoint - The Chinese government expresses strong dissatisfaction with the European Commission's decision to initiate an in-depth investigation into Chinese wind power companies under the Foreign Subsidies Regulation (FSR), viewing it as discriminatory and protectionist [1][2]. Group 1: Investigation Context - The European Commission has escalated its investigation into Chinese wind power and safety equipment companies, which China perceives as targeted and discriminatory [1]. - The Chinese Ministry of Commerce has previously identified the European actions as trade and investment barriers, asserting that the investigations lack sufficient evidence and transparency [1]. Group 2: Impact on Industry - Chinese wind power and green industry companies contribute positively to global climate change efforts through continuous technological innovation and a robust industrial system [1]. - The misuse of investigations by the European side is seen as a significant disruption to China-Europe industrial cooperation, potentially undermining Chinese companies' confidence in investing in Europe and hindering global green transition efforts [1]. Group 3: Call for Dialogue - China advocates for resolving differences through dialogue and negotiation, opposing the politicization of economic and trade issues [2]. - The Chinese government urges the European side to correct its erroneous practices and to create a fair and predictable market environment for China-Europe cooperation [2].

Macro Dynamics - The EU has announced an investigation into Goldwind Technology due to concerns about the company's benefits from government subsidies, which are perceived to distort market competition in the EU [2] - China's Ministry of Foreign Affairs urges the EU to stop abusing unilateral trade tools and to provide a fair and transparent business environment for all companies [2] Industry Developments - The Ministry of Industry and Information Technology emphasizes the need to strengthen key technologies such as computing power chips and industrial large models, and to enhance the application ecosystem for artificial intelligence in manufacturing [3] - In January 2026, the estimated wholesale sales of new energy passenger vehicles in China are projected to reach 900,000 units, reflecting a year-on-year growth of 1% [4] Financial Institutions - Santander Bank plans to acquire Webster Financial for $12.2 billion, although the market reacted negatively with a 5% drop in Santander's stock price due to perceived short-term execution risks [6] - Several small and medium-sized banks in China have announced increases in deposit rates, while some banks have opted to lower rates, indicating a mixed trend in the market [7] Market Data - The A-share market saw the Shanghai Composite Index rise by 0.85%, with strong performances in sectors such as coal mining and photovoltaic equipment [8][9] - The Hong Kong stock market experienced a slight increase in the Hang Seng Index by 0.05%, while the Hang Seng Tech Index fell by 1.84%, with notable declines in chip and tech stocks [10] Company Dynamics - The Shanghai Stock Exchange issued a regulatory warning to Woge Optoelectronics for inaccurate and incomplete information regarding its commercial space and brain-computer interface projects [11] - Dongfeng Nissan launched a limited-time promotion offering an 8-year low-interest financing plan with zero down payment, with daily payments starting as low as 27 yuan [12] - Reports indicate that teams from Elon Musk's companies visited several Chinese photovoltaic firms, including GCL Group and JinkoSolar, to explore potential collaborations [13] - Guosheng Technology clarified that it does not engage in space photovoltaic business despite media reports suggesting otherwise [14] - Novo Nordisk reported that sales of its drug semaglutide are expected to reach 228.29 billion Danish kroner by 2025, with significant contributions from both diabetes and weight loss formulations [15]

Group 1 - The core business of the company includes wind power resource development, wind farm operation, wind turbine equipment and supporting services, and engineering design contracting [1] - The company does not engage in any commercial aerospace-related businesses or products [1]

2月4日，外交部发言人林剑主持例行记者会。 文 | 北京青年报记者 董鑫 编辑 | 杜小溪 有记者提问，欧盟日前宣布对中国风电巨头金风科技股份有限公司展开调查，原因是担忧该公司从政府补贴中获益，扭曲欧盟市场竞争。中方对此有何评 论？ "你问到的具体情况建议向中方的主管部门了解。"林剑指出，欧盟频繁动用单边经贸工具，对中国企业采取歧视性限制性的措施，发出的是保护主义信 号、损害的是欧盟形象、影响的是中国企业赴欧投资的信心。 林剑强调，我们敦促欧方恪守市场开放承诺和公平竞争原则，停止滥用单边经贸工具，为各国企业提供公平透明、非歧视的营商环境。中方坚定维护中国 企业的正当合法权益。 ...

Group 1 - The core viewpoint of the article is that Fuhua Co., Ltd. (600483) confirmed that its subsidiaries, Sanchuan Wind Power and Fuhua Haixia, are currently operating offshore wind power projects that have not yet reached a total of 52,000 operating hours, allowing them to continue receiving national renewable energy subsidies [1] Group 2 - The company operates offshore wind power projects through its subsidiaries [1] - The total operating hours for the offshore wind power projects have not yet reached the threshold for subsidy eligibility [1] - The company is benefiting from national renewable energy subsidies due to the current operating status of its projects [1]

Group 1 - The European Union has initiated an investigation into Goldwind Technology Co., Ltd. due to concerns that the company benefits from government subsidies, potentially distorting competition in the EU market [1] - The Chinese Foreign Ministry criticized the EU's unilateral trade measures against Chinese companies, labeling them as discriminatory and protectionist, which could harm the EU's image and affect Chinese investment confidence in Europe [1] - The Chinese government urged the EU to adhere to commitments of market openness and fair competition, and to stop abusing unilateral trade tools to ensure a fair, transparent, and non-discriminatory business environment for all companies [1] Group 2 - Goldwind Technology's A-shares rose by 0.44%, with a share price of 27.28 yuan and a total market capitalization of 103.6 billion yuan [2] - In contrast, Goldwind Technology's Hong Kong shares experienced a significant decline, closing down by 7.25% at a price of 13.68 HKD [3] - The company's main business activities include wind turbine manufacturing, wind power services, investment and development of wind farms, as well as water services and other operations [3]