巴西《经济价值报》12月17日报道，近日巴西风电公司Casa dos Ventos与丹麦供应商签署约50亿雷 亚尔风力涡轮机订单，这是巴西历史上价值最高的风电设备合同。在当前巴西风电行业萎缩、本土去工 业化的大背景下，相关合同订单将为巴西新能源行业带来一些希望。该项目名为Dom Inocencio，拟于 2026年启动施工，2028年完工。项目总产能将足以满足200万户家庭用电。尽管当前巴西对新能源发电 实施"限电"，但Casa dos Ventos首席执行官持乐观态度，认为这仅是当前形势下的特殊情况，之后会逐 步得到解决。同时，该公司也将选择"限电"幅度较小的区域运营，并加强与立法、监管机构合作。 ...

Core Viewpoint - The U.S. is intensifying its efforts to target Venezuelan oil exports, which are linked to funding for narcotics and drug trafficking, as part of a broader strategy to enhance energy security and production domestically [2][6]. Oil Production and Market Dynamics - U.S. oil production has reached a record high of approximately 13.6 to 13.8 million barrels per day, attributed to a favorable regulatory environment under the current administration [5][4]. - The U.S. military has conducted multiple strikes against alleged drug trafficking vessels, indicating a strong stance against illegal activities associated with Venezuelan oil [2]. - Current oil prices are below $60 per barrel, specifically at $58.10 per barrel for crude oil, reflecting market conditions influenced by geopolitical factors [3][2]. Infrastructure and Regulatory Challenges - There is a significant need for improved pipeline and transmission infrastructure to effectively distribute natural gas and electricity, which is currently hampered by regulatory hurdles [16][17]. - The cancellation of offshore wind farm projects due to national security concerns highlights the complexities of energy production and the high costs associated with alternative energy sources [10][12]. - The U.S. faces challenges in getting natural gas from production areas like the Permian Basin to markets, leading to flaring of natural gas due to lack of infrastructure [15][16]. Energy Policy and Future Outlook - The current administration is focused on pursuing affordable electricity and reliable energy sources to meet growing demands from sectors like data centers and AI technologies [14]. - The ongoing regulatory discussions and actions are crucial for enhancing energy independence and addressing market distortions caused by black market oil activities from countries like Venezuela and Iran [8][6].

本次权益变动后，和谐健康持有公司股份数量由 243,143,890 股减少至 211,253,291 股，占公司总股本的 比例由 5.7547 93%减少至 4.999998%，权益变动触及 1%及 5%的整数倍，和谐健康不再是公司持股 5% 以上股东。 智通财经APP讯，金风科技(02208)公布，2025 年 12 月 23 日，金风科技收到持股 5%以上股东和谐健康 出具的《关于减持股份触及 1%及 5%整数倍的告知函》以及《简式权益变动报告书》。和谐健康自 2025 年 12 月 19 日至 2025 年 12 月 22 日期间通过集中竞价方式减持公司股份约3189.06万股，占公司总 股本的比例为 0.754795%。 ...

Market Performance - The Hong Kong stock market opened high but experienced a downward trend, closing slightly lower with the Hang Seng Index at 25,774.14 points, down 27.63 points or 0.11% [1] - The Hang Seng Tech Index also showed weakness, closing at 5,488.89 points, down 37.94 points or 0.69% [3] Sector Performance - There was a notable divergence in sector performance, with gold and wind power stocks leading gains, while technology stocks generally weakened [1] - Gold stocks continued to rise, driven by record high international gold prices, with Shandong Gold up nearly 5% [5] - The wind power sector saw significant gains, with Dongfang Electric rising over 8% [5] - Lithium battery stocks were positively impacted by optimistic lithium price expectations, with Ganfeng Lithium up over 4% and Tianqi Lithium rising over 2% [5] New Stock Performance - The new stock market showed significant divergence, with AI-related stocks like Nobi Kan (HK02635) performing exceptionally well, opening with a 299.75% increase from the issue price of 80 HKD and closing up over 363% [6] - Another new stock, Easy Health (HK02661), also performed strongly, opening with a rise of over 120% from the issue price of 22.68 HKD and closing up over 158.8% [6] - Conversely, the new stock Hansai Aitai-B (HK03378) struggled, closing down over 46% from its issue price of 32 HKD, ending at 17.2 HKD [9] Capital Flow - Southbound funds continued to flow into the Hong Kong stock market, with a net buy of 611 million HKD through the Stock Connect on December 23 [8] Future Outlook - According to a report by CITIC Securities, the Hong Kong stock market is expected to benefit from internal and external economic stimuli, potentially leading to a second round of valuation recovery and performance revival by 2026, with a focus on technology, healthcare, resource products, consumer staples, paper, and aviation sectors [11]

（来源：江苏省可再生能源行业协会） 12月19日，由中建安装上海公司承建的睢宁县"千乡万村驭风行动"18.75MW分散式风电项目开工仪式圆满完成。该项目是2024年江苏省陆上风电政策放开 以来，徐州市首个落地的风电项目。 睢宁风电项目规划建设3台单机容量6.25兆瓦的风力发电机组，总装机容量为18.75兆瓦，并新建一座10千伏开关站。项目并网运行后每年将产生可再生能 源发电量约4079.06万千瓦时，相当于节约标准煤1.23万吨，减少二氧化碳排放3.35万吨。 项目建设后，将为睢宁县探索风电就地就近开发利用提供新模式，也为促进乡村产业振兴、推动能源结构绿色转型、建设宜居宜业和美乡村注入新动能。 项目建设后，将为睢宁县探索风电就地就近开发利用提供新模式，也为促进乡村产业振兴、推动能源结构绿色转型、建设宜居宜业和美乡村注入新动能。 来源｜中建安装上海公司 编辑｜蒋梦文 特别声明：本号转载其他平台内容，出于传递更多信息而非盈利之目的，并不代表赞成其观点或证实其描述，内容仅供参考。版权归原作者所有，若有侵 权，请联系我们删除，邮箱：jsrea_mkt@126.com，电话：15380896722。 编辑｜蒋梦文 特别 ...

每经AI快讯，有投资者在投资者互动平台提问：亳州市利辛一期10万千瓦风电项目是否已有部分并网 发电？年底前能否全部并网？ 新集能源（601918.SH）12月23日在投资者互动平台表示，亳州市利辛一期10万千瓦风电项目首台混塔 风机于12月17日吊装完成，项目按计划推进，目前施工正常。公司将密切关注以上项目进展情况，及时 履行信息披露义务，敬请广大投资者注意投资风险。 （文章来源：每日经济新闻） ...

Group 1 - The company successfully issued green perpetual corporate bonds (Phase 1) on December 23, marking a new breakthrough in capital market operations [5] - This bond issuance is the lowest coupon rate for green perpetual corporate bonds in Zhejiang Province's history, with a total issuance scale of 1.5 billion yuan and a final issuance rate of only 2.49% [2][5] - The company received the highest credit rating of AAA, reflecting strong market recognition of its leading position in the state-owned wind power sector and its solid operational fundamentals [5] Group 2 - The bond's characteristics, such as its equity-like attributes and controllable financing costs, will inject long-term capital into the company's green energy business [5] - The company operates in six major sectors, including wind power equipment manufacturing, new energy power station investment and operation, and energy storage system solutions, establishing a diversified profit foundation [5] - The successful issuance of these perpetual bonds will enhance the company's equity capital, optimize its asset-liability structure, and broaden green financing channels [5]

Summary of Key Points Core Viewpoint - The article discusses the issuance of new stocks in the market, highlighting the total amount raised by various companies and the distribution of these funds across different sectors and regions. Group 1: New Stock Issuance - A new stock, 蘅东光, issued 10.25 million shares at a price of 31.59 yuan, raising 324 million yuan [1] - As of December 23, 112 companies have gone public this year, raising a total of 130.83 billion yuan, with an average of 1.168 billion yuan per company [1] - Among these, 32 companies raised over 1 billion yuan, with one company exceeding 10 billion yuan [1] Group 2: Fundraising by Sector - The Shanghai Stock Exchange saw 23 new stocks issued, raising 43.97 billion yuan; the Shenzhen Stock Exchange had 15 new stocks raising 17.64 billion yuan; the ChiNext Board issued 31 new stocks raising 24.07 billion yuan; the Sci-Tech Innovation Board had 18 new stocks raising 37.85 billion yuan; and the Beijing Stock Exchange issued 25 new stocks raising 7.31 billion yuan [1] - 华电新能 is the company with the highest fundraising this year, raising 18.171 billion yuan primarily for wind and solar power projects [2] - Other notable fundraisers include 摩尔线程 with 8 billion yuan for AI chip development and 西安奕材 with 4.636 billion yuan [2] Group 3: Pricing and Regional Distribution - The average initial public offering (IPO) price this year is 24.34 yuan, with 10 companies priced above 50 yuan and 2 above 100 yuan [2] - The highest IPO price was for 摩尔线程 at 114.28 yuan, while the lowest was for 华电新能 at 3.18 yuan [2] - New stock issuances are concentrated in Jiangsu, Guangdong, and Zhejiang, with the highest fundraising amounts from Fujian, Jiangsu, and Beijing, totaling 22.447 billion yuan, 20.684 billion yuan, and 19.908 billion yuan respectively [2]

恒指涨0.18%，恒生科技指数跌0.42%。大型科技股走势分化整体波动不大，风电装机高景气，风电板 块涨幅居前，建材水泥股持续活跃；黄金股等有色金属股继续上涨行情。另外，手游股、苹果概念股、 新能源车企多数下跌。轻松健康首日上市半日收涨超145%。 ...

港股上午盘三大指数涨跌不一，恒生指数、国企指数继续反弹，午间分别收涨0.18%及0.11%，恒生科 技指数跌0.42%。大型科技股走势分化整体波动不大，风电装机高景气，风电板块涨幅居前，建材水泥 股持续活跃，东吴水泥创历史新高；降息预期+地缘冲突，黄金股等有色金属股继续上涨行情。另外， 手游股、苹果概念股、新能源车企多数下跌。轻松健康首日上市半日收涨超145%。(格隆汇) ...