金风科技（002202）(02208)公布，2025年9月11日，公司收到和谐健康出具的《关于股份减持计划实施 完毕的告知函》，和谐健康前述股份减持计划已实施完毕。 截至2025年9月10日，和谐健康在本次减持计划期间内通过集中竞价交易方式合计减持其持有的公司股 份42,222,301股，占剔除公司回购专用账户中的股份数量后总股本的1%，本次减持股份的价格区间为 9.75元/股至12.71元/股。 ...

Core Viewpoint - The company, Goldwind Technology, reported a significant increase in external sales capacity for wind turbine units, projecting a total of 10,641.44 MW for the first half of 2025, representing a year-on-year growth of 106.60% [1] Sales Capacity Breakdown - The sales capacity of units 6 MW and above is projected to be 8,671.59 MW, accounting for 81.5% of total sales [1] - The sales capacity for units between 4 MW (inclusive) and 6 MW is expected to be 1,947.35 MW, making up 18.3% of total sales [1] - The sales capacity for units below 4 MW is anticipated to be 22.50 MW, which represents 0.2% of total sales [1]

Core Viewpoint - Sany Heavy Energy (688349.SH) reported a significant increase in revenue for the first half of 2025, but experienced a notable decline in net profit attributable to shareholders [1] Financial Performance - The company achieved an operating revenue of 8.594 billion yuan, representing a year-on-year growth of 62.75% [1] - The net profit attributable to shareholders was 210 million yuan, which reflects a year-on-year decrease of 51.54% [1] - The basic earnings per share stood at 0.1734 yuan [1]

Group 1 - The core viewpoint of the article is that Yunda Co., Ltd. (300772.SZ) reported a revenue of 10.894 billion yuan for the first half of 2025, reflecting a year-on-year growth of 26.27% [1] - The net profit attributable to shareholders of the listed company was 144 million yuan, showing a year-on-year decrease of 2.62% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 128 million yuan, which represents a year-on-year increase of 128.59% [1] - The basic earnings per share were reported at 0.1832 yuan [1]

Group 1 - Jin Feng Technology's stock reached the daily limit, with a turnover rate of 5.78% and a transaction amount of 2.241 billion yuan, showing a fluctuation of 5.54% [2] - Institutional investors net sold 378 million yuan, while the Shenzhen Stock Connect saw a net purchase of 90.9 million yuan, and the total net purchase from brokerage seats was 344 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 8.20%, with institutional specialized seats net selling 378 million yuan [2] Group 2 - The latest margin trading data shows a total margin balance of 912 million yuan, with a financing balance of 906 million yuan and a securities lending balance of 6.06 million yuan [3] - Over the past five days, the financing balance increased by 6.5764 million yuan, representing a growth of 0.73%, while the securities lending balance increased by 1.6797 million yuan, a rise of 38.35% [3] - Seven institutions rated the stock as a buy in the past five days, with the highest target price set at 13.81 yuan by China International Capital Corporation [3]

Group 1 - The U.S. Department of Commerce announced a national security investigation into imported wind turbines and their components, proposing a 50% tariff on steel and aluminum content, effective from August 13 [1] - Due to the U.S. cancellation of the low-value package tax exemption policy, postal companies from Germany, France, Italy, South Korea, Spain, Sweden, Norway, and India announced a suspension of package shipments to the U.S., effective from August 29 [1] - President Trump stated that Intel has agreed to a deal with the government to relinquish 10% of its shares [2] Group 2 - Federal Reserve Chairman Powell hinted at a possible interest rate cut in September, although there are significant disagreements among decision-makers regarding this choice [2] - Fed officials, including Harker and Collins, expressed concerns about rising inflation and unemployment, advocating for a cautious approach to rate cuts [2][3] - The Fed's Goolsbee noted that economic data is mixed, with persistent inflation risks, and emphasized the need for more data before making decisions [2] Group 3 - Japan's central bank governor indicated that unless there is a major negative demand shock, the labor market is expected to remain tight, pushing up wages [3] - German Chancellor Merz acknowledged that resolving Germany's economic challenges is more difficult than anticipated, citing high energy costs and U.S. trade tariffs as contributing factors to a "structural crisis" [3] - Australia's government announced measures to accelerate housing construction, including simplifying approval processes and lowering investment thresholds for pension funds [3]

Financial Performance - The company reported a total revenue of 1.458 billion yuan for the first half of 2025, representing a year-on-year increase of 25.15% [1] - The net profit attributable to shareholders was 69.24 million yuan, up 6.43% year-on-year [1] - In Q2 2025, the revenue reached 894 million yuan, showing a significant increase of 38.64% compared to the same quarter last year [1] - The gross margin decreased to 16.32%, down 27.02% year-on-year, while the net margin fell to 4.81%, a decline of 15.4% [1] - The company’s inventory increased significantly by 46.44% year-on-year [1] Financial Ratios and Metrics - The company’s total expenses (selling, administrative, and financial) amounted to 164 million yuan, accounting for 11.24% of revenue, a decrease of 27.86% year-on-year [1] - Earnings per share (EPS) increased to 0.07 yuan, reflecting a growth of 6.92% year-on-year [1] - The cash flow from operating activities per share dropped to 0.01 yuan, a significant decline of 71.23% year-on-year [1] Changes in Financial Items - Accounts receivable decreased by 15.59% due to improved management and increased collections [3] - Inventory increased by 26.89% as a result of higher order volumes and materials preparation [3] - Revenue growth of 25.15% was attributed to increased sales of tower sections [3] - Operating costs rose by 34.89%, also linked to the increase in tower section sales [3] - Research and development expenses surged by 67.36% due to enhanced investment in R&D [3] Cash Flow and Debt Management - The net cash flow from operating activities saw a drastic decline of 71.23%, attributed to a slight decrease in sales collections [3] - The net increase in cash and cash equivalents rose by 240.16%, primarily due to the receipt of financing lease payments [3] - The company’s cash flow situation is concerning, with a cash to current liabilities ratio of only 33.2% [4]

Group 1 - The company announced the approval of multiple proposals during the third meeting of the fifth supervisory board, including the special report on the use and storage of raised funds for the first half of 2025 [2]

Group 1 - The company announced the approval of multiple proposals during the ninth meeting of the fifth board of directors, including the special report on the use and storage of raised funds for the first half of 2025 [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 GOLDWIND SCIENCE&TECHNOLOGY CO., LTD.* 金風科技股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司 ) (Stock Code: 02208) 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列金風科技股份有限公司在深圳證券交易所網站刊登的《金風科技股份有限公司 2025 年半年度報告摘要》，僅供參閱。 承董事會命 金風科技股份有限公司 馬金儒 公司秘書 北京，2025年8月22日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高建軍先生、楊麗迎女士及 張旭東先生；公司獨立非執行董事為曾憲芬先生、劉登清先生及苗兆光先生；及公司職工代表董事為余 寧女士。 * 僅供識別 1 金风科技股份有限公司 2025 年半年度报告摘要 证券代码：002202 证券简称：金风科技 公告编号：2025-064 金风 ...