金十数据6月16日讯，A股三大指数今日低开高走。截至收盘，沪指收涨0.35%，深证成指收涨0.41%， 创业板指收涨0.66%。盘面上，油服股延续涨势高开后震荡回落，稳定币概念股后来居上，游戏股、风 电设备、影视院线板块全天活跃；贵金属板块领跌，毛发医疗、兵装重组概念走弱。两市成交额超1.2 万亿元，超3500只个股上涨。 A股收评：创业板指收涨0.66% 稳定币概念股大涨 ...

Group 1 - The market is shifting focus from geopolitical events to industry trends, with sectors like wind power equipment, computing power supply chain, and consumer electronics showing strength [1] - Historically, the market is approaching two key convergence points: the mid to late June period where the market begins to speculate on interim performance, particularly in the computing power supply chain, with high expectations for areas like optical modules and PCBs [1] - At the same time, the end of the quarter typically sees institutional rebalancing, leading to significant excess returns for heavily weighted fund stocks [1] Group 2 - Dongshan Precision (002384) saw a rise of over 7%, hitting the daily limit, with a trading volume of 5.89 billion yuan, making it the top stock in A-shares for the day [1]

数字货币概念股直线拉升，多股垂直涨停。 今日早盘，A股小幅震荡，主要股指涨跌互现，上证指数、深证成指、北证50等微幅飘红，上证50、沪深300、科创50等微幅飘绿。上涨个股多于下跌个 股，成交呈萎缩趋势。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 3378.78 | 1.78 | 0.05% | | 深证成指 | 2 | 10134.81 | 12.70 | 0.13% | | 北证50 | 3 | 1394.63 | 11.89 | 0.86% | | 万得全A | 4 | 5155.83 | 13.40 | 0.26% | | 科创50 | 5 | 969.32 | -3.62 | -0.37% | | 创业板指 | 6 | 2051.34 | 7.51 | 0.37% | | 沪深300 | 7 | 3861.67 | -2.51 | -0.06% | | 中证500 | 8 | 5753.82 | 13.58 | 0.24% | 盘面上，风电设备、影视院线、游戏、数字货币等板块涨幅居前，体育、调味品 ...

智通财经6月16日电，早盘风电设备股集体走高，运达股份涨超10%，新强联、金雷股份、明阳智能、 金风科技、海力风电涨逾5%。消息面上，国金证券指出，菲律宾3.3GW海风项目招标，要求2028-2030 年完成项目交付，开发周期远短于正常海外海风项目，看好国内交付能力更强的国内风机、基础、海缆 企业获取相关订单。 风电设备股集体走高 运达股份涨超10% ...

Core Viewpoint - The company plans to expand its overseas wind turbine blade production by establishing a new manufacturing base in Uzbekistan, with a total investment of approximately $25.24 million [1][2]. Group 1: Investment and Expansion - The new facility in Uzbekistan will have an annual production capacity of 110 sets of 100-meter wind turbine blades [2]. - The total investment for the project is $25.24 million, with $13 million sourced from the company's own funds and the remainder from loans [2]. - The project is expected to take 7 months to complete and aims to enhance the company's international presence and competitiveness in the wind energy sector [2]. Group 2: Financial Performance - In 2024, the company anticipates selling 24 GW of wind turbine blades, representing a year-on-year growth of 10.9%, maintaining its position as the global market leader [4]. - The company's foreign revenue accounted for 9.95% of total revenue in 2024, amounting to approximately 2.387 billion yuan, a decline from previous years [2][4]. - The company reported a decline in net profit for 2023 and 2024, with net profits of 2.223 billion yuan and 892 million yuan respectively, reflecting year-on-year decreases of 37.8% and 59.89% [4]. Group 3: Product Segmentation - The wind turbine blade segment generated sales revenue of 8.57 billion yuan in 2024, contributing 35.71% to the company's total revenue [4]. - The company's second-largest business, non-alkali glass fiber and products, achieved revenue of 7.741 billion yuan in 2024, accounting for 32.28% of total revenue [5][6]. - The company experienced a 7.6% decline in revenue from glass fiber products in 2024, despite maintaining stable sales volume [6].

Group 1 - Company plans to expand its wind turbine blade production overseas by establishing a new manufacturing base in Uzbekistan with an investment of $25.24 million [1] - The project aims to produce 110 sets of 100-meter wind turbine blades annually, aligning with the global trend of wind energy and the company's international strategy [1] - Currently, foreign business revenue accounts for less than 10% of the company's total revenue, with projected foreign revenue of 2.387 billion yuan in 2024, representing 9.95% of total revenue [1] Group 2 - The company's profitability has declined in 2023 and 2024, with revenues of 25.893 billion yuan and 23.984 billion yuan, showing year-on-year changes of 0.31% and -7.37% respectively [2] - Net profit attributable to shareholders dropped significantly by 37.8% and 59.89% in 2023 and 2024, primarily due to falling product prices amid intense competition in the domestic wind power industry [2] - The company maintains the largest market share globally in wind turbine blade sales, achieving a sales volume of 24 GW and revenue of 8.57 billion yuan from wind turbine blades, which accounts for 35.71% of total revenue [2]

证券代码：301155 证券简称：海力风电 公告编号：2025-025 江苏海力风电设备科技股份有限公司 关于召开 2025 年第二次临时股东大会通知的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 江苏海力风电设备科技股份有限公司（以下简称"公司"）于2025年6月11日 召开第三届董事会第九次会议，审议通过了《关于提请召开2025年第二次临时股 东大会的议案》，现将本次股东大会的相关事项通知如下： 一、会议召开的基本情况 于提请召开2025年第二次临时股东大会的议案》，符合有关法律、行政法规、规 范性文件和《公司章程》等规定。 （1）现场会议召开时间：2025年6月27日（星期五）14：30 （2）网络投票时间：2025年6月27日 其中，通过深圳证券交易所（以下简称"深交所"）交易系统进行网络投票的 时间为：2025年6月27日上午9:15-9:25、9:30-11:30，下午13:00-15:00；通过深交 所互联网投票系统投票的具体时间为：2025年6月27日上午9:15至下午15:00期间 的任意时间。 （1）截止2025年6月23日（星期 ...

证券代码：301155 证券简称：海力风电 公告编号：2025-023 江苏海力风电设备科技股份有限公司 本公司及监事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 一、监事会会议召开情况 第九次会议的会议通知于2025年6月4日以书面通知方式发出。 程》的规定。 二、监事会会议审议情况 与会各位监事对本次监事会会议议案逐项进行了认真审议，以现场会议表决 方式进行了表决，通过了以下决议： 供担保暨关联交易的议案》 经审议，监事会认为：本次关联担保事项有利于参股公司立洋海洋工程有限 公司（以下简称"立洋海洋"）的业务发展，能够提升立洋海洋经营质量。被担 保对象为公司参股公司，其经营目标明确、行业前景广阔、资产质量较高、资信 状况良好，担保行为的风险处于公司可控的范围内，且立洋海洋将为公司本次担 保提供反担保。董事会在审议表决过程中，关联董事已依法回避表决，不存在损 害公司及股东特别是中小股东利益的情形，符合法律、法规的相关规定。同意公 司本次为参股公司提供关联担保。 本议案尚须提交公司 2025 年第二次临时股东大会审议。 《关于为参股公司提供担保暨关联交易的公告》（公告 ...

Investment Rating - The report maintains a "Recommended" investment rating for the energy and new energy sectors [7]. Core Insights - The supply side is expected to reverse, with accelerated technological iterations breaking the deadlock in the power equipment and new energy sectors [2]. - The report highlights a structural resilience in demand, supported by domestic large-scale project reserves and accelerated inventory digestion in Europe, alongside cost advantages from N-type technology iterations [4]. - The report emphasizes the strong competitive advantage of China's wind power industry, with over 90% localization rate and self-sufficiency in core components, predicting a positive trend in wind power exports [4]. Weekly Market Review - From June 1 to June 6, 2025, the Shanghai Composite Index rose by 1.13%, the Shenzhen Component Index by 1.42%, and the ChiNext Index by 2.32%. The Shenwan Power Equipment Index increased by 1.38%, outperforming the CSI 300 by 0.5 percentage points [12]. - Sub-sectors such as photovoltaic equipment, wind power equipment, batteries, and grid equipment saw increases of 1.10%, 1.50%, 1.05%, and 1.80%, respectively [12][15]. Key Sector Tracking - Tesla announced on June 4, 2025, its plan to build a complete battery production system in the U.S., aiming to eliminate reliance on the Chinese supply chain, highlighting the importance of localizing supply chains to reduce geopolitical risks [3][19]. - The report suggests focusing on companies like GCL-Poly Energy, Junda Co., JinkoSolar, and Sungrow Power Supply in the photovoltaic sector, and Jinlun Technology, Mingyang Smart Energy, and Dongfang Cable in the wind power sector [4]. Investment Recommendations - In the photovoltaic sector, after a procurement surge driven by the "430 rush installation," prices in the supply chain have entered a correction phase, but still maintain a buffer compared to Q1 lows. The industry has achieved healthy inventory turnover through self-discipline, and the underlying logic for profit recovery remains solid [4]. - In the wind power sector, the report maintains a positive outlook for the domestic wind power industry chain, especially with the upcoming year being significant for offshore wind projects in China [4]. - For the new energy vehicle sector, the report recommends focusing on companies benefiting from low upstream raw material prices and stable profitability, such as CATL, Eve Energy, and others [5].

Investment Rating - The report maintains a "Recommended" investment rating for the renewable energy sector, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The supply side is expected to reverse, with accelerated technological iterations breaking the deadlock in the power equipment and renewable energy sectors [2]. - The report highlights a structural resilience in demand, supported by domestic large-scale project reserves and accelerated inventory digestion in Europe, alongside cost advantages from N-type technology iterations [4]. - The report emphasizes the strong competitive advantage of China's wind power industry, with a domestic localization rate exceeding 90% and a positive trend in wind power exports [4]. Weekly Market Review - From June 1 to June 6, 2025, the Shanghai Composite Index rose by 1.13%, the Shenzhen Component Index by 1.42%, and the ChiNext Index by 2.32%. The Shenwan Power Equipment Index increased by 1.38%, outperforming the CSI 300 by 0.5 percentage points [12]. - Sub-sectors such as photovoltaic equipment, wind power equipment, batteries, and grid equipment saw respective increases of 1.10%, 1.50%, 1.05%, and 1.80% [12][15]. Key Sector Tracking - Tesla announced on June 4, 2025, its plan to establish a complete battery production system in the U.S., aiming to reduce reliance on the Chinese supply chain, which is crucial for lowering geopolitical risks [3][19]. - The report suggests focusing on leading companies in the photovoltaic sector, such as GCL-Poly Energy, JinkoSolar, and Sungrow Power Supply, as they build resilience through supply chain optimization and capacity upgrades [4]. Investment Recommendations - For the photovoltaic sector, after a procurement surge driven by the "430 rush installation," prices in the supply chain have entered a correction phase, but there remains a buffer compared to the Q1 lows. The report recommends monitoring companies like GCL-Poly Energy, Junda Co., JinkoSolar, and Sungrow Power Supply [4]. - In the wind power sector, the report suggests a positive outlook for domestic wind power supply chains, with a focus on companies like Goldwind Technology and Mingyang Smart Energy [4]. - In the new energy vehicle sector, the report highlights the rapid growth of the industry and recommends focusing on companies benefiting from low upstream raw material prices, such as CATL and EVE Energy [5].