格隆汇8月26日｜有投资者在互动平台向电气风电提问：公司股价连续大涨，市场都在传上海微电子借 壳公司上市，请问是否属实？如果不实公司为什么不及时澄清谣言？如果属实，那是不是内部消息提前 泄露了？ 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 电气风电回应称，如公司股票交易出现上海证券交易业务规则规定的异常波动的，公司将及时披露股票 交易异常波动公告。经自查及向本公司控股股东书面征询核实，截至目前本公司不存在应披露而未披露 的重大信息，包括但不限于筹划涉及本公司的并购重组、股份发行、债务重组、业务重组、资产剥离和 资产注入等重大事项。 (责任编辑：宋政 HN002) ...

来源：新浪证券-红岸工作室 8月26日，龙源电力涨0.06%，成交额9307.46万元，换手率0.11%，总市值1414.48亿元。 异动分析 新疆振兴+抽水蓄能+绿色电力+风电 1、公司在新疆的在运风电装机容量为159.08万千瓦。 2、龙源电力与黑龙江省铁力市人民政府签订353万千瓦新能源发电项目合作开发框架协议。根据合作协 议，由龙源电力与新农创投资发展有限公司联合成立龙源盛达合资公司，并与铁力市政府展开合作，共 同开发300万千瓦抽水蓄能项目。 3、龙源电力集团股份有限公司的主营业务是风力、光伏发电。公司的主要产品是电力、热力。 风力、 光伏发电。 4、公司主要从事风电场的设计、开发、建设、管理和运营。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2737.90万，占总成交额的5.32%。 技术面：筹码平均交易成本为16.51元 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 公司简介 该股筹码平均交易成本为16.51元，近期该股获筹码青睐，且集中度渐增；目前股价靠近支撑位16.89， 注意支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 资金分析 今日主 ...

Industry Review Business Review Financial Results Global Wind Power Market Onshore Offshore 2025 Interim Results 88.4 72.5 68.8 105.7 109.0 6.9 21.1 8.8 10.9 8.0 95.3 93.6 77.6 116.6 117.0 2020 2021 2022 2023 2024 Global Annual New Installation (GW) Wind power has become the most economical renewable energy source（USD/KWh） 0.087 0.06 0.057 0.043 0.092 0.079 0.034 0.086 0.055 0.044 0.417 0.402 0.208 0.113 Bioenergy Geothermal Hydropower Solar PV Concentrated solar power Offshore wind Onshore wind global LCOE ...

Group 1 - National fixed asset investment (excluding rural households) reached 288,229 billion yuan from January to July, with a year-on-year growth of 1.6% [1] - Equipment purchase investment showed significant growth, increasing by 15.2% year-on-year, which is 13.6 percentage points higher than the overall investment growth rate, contributing 2.2 percentage points to total investment growth [2] - Manufacturing investment grew rapidly, with a year-on-year increase of 6.2%, 4.6 percentage points higher than the overall investment growth, contributing 1.5 percentage points to total investment growth [3] Group 2 - Infrastructure investment increased by 3.2% year-on-year, contributing 43.0% to total investment growth, which is an increase of 6.0 percentage points compared to the first half of the year [4] - Green energy investment surged by 21.5% year-on-year, contributing 1.4 percentage points to total investment growth, with solar, wind, nuclear, and hydropower investments collectively growing by 21.9% [5] - High-tech service industry investment rose by 6.2% year-on-year, with a share of 5.1% in total service industry investment, an increase of 0.4 percentage points from the same period last year [6] Group 3 - Project investment (excluding real estate development) grew by 5.3% year-on-year, 3.7 percentage points higher than the overall investment growth rate, with private project investment (excluding real estate) increasing by 3.9% [7] - The focus for the next phase includes implementing government investment tools effectively, promoting high-quality "two重" construction, and accelerating the development of high-end, intelligent, and green manufacturing [7]

Group 1 - The first wind turbine installation of the 210MW wind power project in Shenze County has been successfully completed, marking a significant milestone in the project construction [1][2] - The project is a key municipal renewable energy initiative, contributing to the region's green energy transition and ensuring timely grid connection for power generation [1] - The company, as the only state-owned enterprise engaged in wind power generation in the city, demonstrated strong responsibility and commitment to safety and quality during the installation process [1] Group 2 - The construction team faced challenges such as tight timelines and adverse weather conditions but remained committed to high standards and rigorous operational requirements [2] - The company plans to continue the installation of the remaining 15 wind turbines and associated engineering works to ensure the project achieves full capacity grid connection on schedule [2]

上市企业：金风科技（002202）,明阳智能（601615）,运达股份（300772）,上海电气（601727）,中材科 技（002080）,节能风电（601016）,泰胜风能（300129）,东方电气（600875）,湘电股份（600416）,天 顺风能（002531） 相关报告：智研咨询发布的《2025-2031年中国风力发电行业市场竞争策略及未来发展潜力报告》 根据国家统计局数据显示：2025年6月中国风力发电量产量为738亿千瓦时，同比增长3.2%；2025年1-6 月中国风力发电量累计产量为5533.1亿千瓦时，累计增长10.6%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 ...

Summary of Key Points Core Viewpoint - Goldwind Technology has signed a long-term operation and maintenance service agreement with Masdar IPH Wind S.A.E, with a guarantee amount not exceeding approximately 288.96 million RMB, ensuring the performance obligations of its subsidiary Goldwind Egypt [1][2]. Group 1: Guarantee Overview - Goldwind International, a wholly-owned subsidiary of Goldwind Technology, has entered into a long-term operation and maintenance service agreement with IPH, where Goldwind Egypt will provide operational services after the acceptance of the turbines [1]. - The guarantee amount for the service agreement is capped at 40,535,437.50 USD, equivalent to approximately 288,964,973.31 RMB [1][2]. - The guarantee period extends from the signing date of the guarantee agreement until the completion of the obligations by Goldwind Egypt [1]. Group 2: Financial Metrics - As of December 31, 2024, and May 31, 2025, the guaranteed party has no external guarantees, mortgages, or significant litigation [3]. - The guarantee amount represents 0.75% of the audited net assets for the year 2024 [3]. Group 3: Board Opinions and Approval - The board of directors has approved the provision of guarantees for wholly-owned and controlling subsidiaries within specified limits, with a total guarantee amount of 96 billion RMB for subsidiaries with a debt-to-asset ratio below 70% and 204 billion RMB for those above [4]. - The company will provide guarantees based on shareholding ratios, and other shareholders must also provide equivalent guarantees [4].

暮色浸染草原，锡林浩特灰腾梁风电场迎来一日中最绚烂的时刻。落日熔金，晚霞铺展成漫天锦缎。数 百台风力发电机矗立其间，叶片在余晖中缓缓转动，似与天地共舞。光影流转间，尽显现代能源产业与 自然生态的和谐之美。 制片人：马宝军 策划：张青 杜屹然 统筹：汪峰 陶玲君 编导：张静 报道员：穆仁 崔巍光 梁初一 新媒体编辑：汪峰 杜利伟 供稿来源：锡林浩特市融媒体中心 中国新华新闻电视网（CNC）出品 ...

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, where digital currency stocks surged collectively, oil and gas stocks showed active performance, and bank stocks strengthened against the trend [1] - High-priced stocks underwent collective adjustments, while ETFs related to chemicals and agriculture rose nearly 2% [1] ETF Performance - Chemical industry ETF rose by 1.99% to 0.82 [2] - Agricultural 50 ETF increased by 1.78% to 0.799 [2] - Other notable ETFs include the Petrochemical ETF at 1.74% and the Agricultural ETF at 1.69% [2] Livestock Industry Insights - Most listed livestock companies are currently at historical low market values per head, with significant potential for growth towards historical averages, indicating long-term investment value [3] - The demand for high-end magnetic materials is rapidly increasing due to policies promoting "carbon neutrality," alongside a recovery in traditional manufacturing and the acceleration of humanoid robots, which injects growth momentum into rare earth demand [5] Declining Sectors - New energy and rare earth-related ETFs experienced a decline of approximately 2% [3] - Specific ETFs such as the New Energy ETF and Rare Earth ETFs saw decreases of 2.08% and 1.97% respectively [4]

乌兹日报网7月30日报道，中国援乌兹别克斯坦风电站项目正式开工，中 国驻乌使馆、乌能源部、乌水电公司等相关单位代表参加项目开工仪式。 该援助项目位于塔什干市郊恰尔瓦克，援助金额为2800万美元，预计于 2026年竣工。风电站装机容量20兆瓦，年发电量约5000万千瓦时，可保障2万 户家庭用电，每年节约天然气81万立方米（或标准煤3150吨），对保护当地环 境、发展绿色能源具有重要意义。 （原标题：中国援乌兹别克斯坦风电站项目正式开工） ...