企查查APP显示，近日，三峡（如东）风力发电有限公司成立，注册资本5600万元，经营范围包含：海上风电相关装备销售；海上风电相关系统 研发；风力发电技术服务；发电机及发电机组制造等。企查查股权穿透显示，该公司由三峡能源（600905）、远景能源有限公司等共同持股。 （原标题：三峡能源、远景能源成立风力发电公司） ...

来源：新浪证券-红岸工作室 10月9日，龙源电力涨3.77%，成交额1.43亿元，换手率0.16%，总市值1518.14亿元。 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、公司在新疆的在运风电装机容量为159.08万千瓦。 4、公司主要从事风电场的设计、开发、建设、管理和运营。 (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) 异动分析 绿色电力+抽水蓄能+新疆振兴+风电 1、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。 资金分析 今日主力净流入451.59万，占比0.03%，行业排名41/102，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入14.85亿，当前无连续增减仓现象，主力趋势不明显。 龙源电力所属申万行业为：公用事业-电力-风力发电。所属概念板块包括：绿色电力、碳中和、风能、 H股、海上风电等。 截至6月30日，龙源 ...

天眼查App显示，近日，三峡（如东）风力发电有限公司成立，法定代表人为陈海元，注册资本5600万 人民币，经营范围包括海上风电相关装备销售、海上风电相关系统研发、风力发电技术服务等，由三峡 能源（600905）、远景能源有限公司、南通能源投资发展有限公司共同持股。 天眼查App显示，近日，三峡（如东）风力发电有限公司成立，法定代表人为陈海元，注册资本5600万 人民币，经营范围包括海上风电相关装备销售、海上风电相关系统研发、风力发电技术服务等，由三峡 能源（600905）、远景能源有限公司、南通能源投资发展有限公司共同持股。 ...

近日，在海南儋州洋浦峨蔓风电场，风车迎风转动，正源源不断地输送"绿电"，助力海南清洁能源岛建 设。不仅如此，当地还将风电场与周边旅游资源串联起来，形成一道独特的风景线，在推动节能降碳的同 时，促进了旅游业发展。海南日报全媒体记者 张茂 摄 ...

截至发稿，博菲电气市值为26亿元。 每经AI快讯，博菲电气（SZ 001255，收盘价：32.42元）10月8日晚间发布公告称，浙江博菲电气股份 有限公司将持有的全资子公司浙江博菲新能源科技有限公司100%股权全部转让给海宁经开产业园区开 发建设有限公司，本次股权转让交易价款为人民币约3852万元。 每经头条（nbdtoutiao）——上海一城中村试水房票安置，村民组团买房，有楼盘已预收约70张房票 2025年1至6月份，博菲电气的营业收入构成为：风力发电占比44.43%，其他占比40.94%，轨道交通占 比14.63%。 （记者 王晓波） ...

Economic Growth and Development - China's economy has crossed significant milestones, reaching over 110 trillion yuan, 120 trillion yuan, and 130 trillion yuan during the "14th Five-Year Plan" period, with an expected growth to around 140 trillion yuan by 2025 [19] - The innovation capability is continuously improving, with R&D investment intensity projected to reach 2.68% in 2024, surpassing the average level of EU countries [19] - The three major economic regions—Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area—account for over 40% of the national economy in 2024 [19] Green Development - National forest coverage has reached 25.09%, an increase of approximately 2 percentage points since 2020 [19] - By 2024, the energy consumption per unit of GDP is expected to decrease by 11.6% compared to the end of the "13th Five-Year Plan," making China one of the fastest countries in energy intensity reduction globally [19] - The installed capacity of renewable energy generation has historically surpassed that of coal power, establishing the world's largest clean power system [19] Trade and Openness - The number of free trade pilot zones in China has reached 22, covering all regions [19] - China has become one of the top three trading partners for 157 countries and regions [19] - In 2024, the total import and export volume with countries involved in the Belt and Road Initiative is projected to reach 22.07 trillion yuan, accounting for over 50% of China's total trade [19] Social Development - Resident income growth is in sync with economic growth, and the income gap between urban and rural areas has further narrowed [19] - By the end of 2024, the urbanization rate of the permanent population is expected to reach 67%, an increase of 3.11 percentage points since the end of 2020 [19] - The scale of employed population from poverty alleviation efforts has remained stable at over 30 million for four consecutive years [19]

Investment Rating - The report assigns a "Buy" rating for the company [1] Core Views - The report highlights that the company is a leading player in the global high-speed copper cable market, benefiting from the AI era and the increasing demand for copper interconnect solutions [4][5] - The company has shown steady revenue growth, with total revenue expected to rise from 41 billion yuan in 2020 to 69 billion yuan in 2024, representing a CAGR of 14% [4][34] - The company is positioned to capture significant market share in the high-speed copper cable sector, with an anticipated global market growth from 1.9 billion yuan in 2025 to 4.9 billion yuan in 2029, reflecting a CAGR of approximately 27% [5][50] Summary by Sections Company Overview - Shenzhen Wole Cable Co., Ltd. was established in 1998 and listed on the Shenzhen Stock Exchange in 2007, focusing on electronic materials, communication cables, power, new energy vehicles, and wind power [4][14] - The company has a stable shareholding structure and multiple subsidiaries that work collaboratively [28] Business Segments - The electronic materials segment, including heat shrink materials, is the largest revenue contributor, accounting for 32% of total revenue in 2025H1 [36] - The communication cable segment is experiencing rapid growth, with a revenue share of 32% in 2025H1, driven by the demand for high-speed copper interconnects [36][27] - The new energy vehicle segment is projected to grow significantly, with a market size expected to increase from 50.8 billion yuan in 2025 to 97.1 billion yuan in 2029, achieving a CAGR of 18% [22] Financial Performance - The company forecasts revenues of 86.1 billion yuan, 118.7 billion yuan, and 146.1 billion yuan for 2025, 2026, and 2027 respectively, with corresponding net profits of 12.8 billion yuan, 18.7 billion yuan, and 25.5 billion yuan [7][9] - The gross margin is expected to improve from 31.7% in 2024 to 36.4% in 2027, indicating enhanced profitability [9] Market Trends - The report emphasizes the increasing demand for copper interconnect solutions driven by the AI computing boom, with significant growth in the high-speed copper cable market anticipated [5][50] - The global high-speed copper cable market is expected to grow rapidly, with a projected increase from 1.2 billion yuan in 2024 to 4.9 billion yuan in 2029 [50] Product Development and Capacity - The company has made significant advancements in product development, including the launch of 224G single-channel high-speed copper cables and the initiation of 800G multi-channel production [6] - The company plans to enhance its production capacity significantly by acquiring additional advanced equipment by 2026 [6]

来源：上海证券报 证券代码：601016 证券简称：节能风电 公告编号：2025-070 债券代码：242008 债券简称：风电WK02 债券代码：242932 债券简称：25风电K2 中节能风力发电股份有限公司 关于回购股份注销完成暨不调整可转债 转债代码：113051 转债简称：节能转债 债券代码：137801 债券简称：GC风电01 债券代码：115102 债券简称：GC风电K1 债券代码：242007 债券简称：风电WK01 转股价格的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● "节能转债"调整前转股价格：3.37元/股 ● "节能转债"调整后转股价格：3.37元/股 ● 因中节能风力发电股份有限公司（以下简称"公司"）本次回购股份注销数量占公司总股本比例较小， 经计算并四舍五入，本次回购股份注销完成后，"节能转债"的转股价格不变。 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准中节能风力发电股份有限公司公开发 行可转换公司债券的批复》（证监许可〔2021〕1770号）核准， ...

资料显示，龙源电力集团股份有限公司位于北京市西城区阜成门北大街6号(c幢)20层2006室,香港铜锣湾 希慎道33号利园1期19楼1917室，成立日期1993年1月27日，上市日期2022年1月24日，公司主营业务涉 及电力系统及电气设备的技术改造、技术服务和生产维修;与电力相关的新技术、新设备、新材料、新 工艺的研制、开发、生产、成果转让;电站污染物治理;风力发电、节能技术及其他新能源的技术开发、 项目投资管理;进出口业务;电气设备的租赁;与主营业务相关的咨询服务;承办展览会、展销会;机电产 品、化工原料及制品(危险化学品除外)、建筑材料、五金交电、日用百货、汽车配件、电力系统专用车 辆的销售;出租写字间。主营业务收入构成为：电力产品99.22%，其他收入0.78%。 龙源电力所属申万行业为：公用事业-电力-风力发电。所属概念板块包括：绿色电力、碳中和、风能、 海上风电、光伏玻璃等。 9月29日，龙源电力盘中上涨2.01%，截至13:07，报17.75元/股，成交9413.79万元，换手率0.11%，总市 值1483.87亿元。 资金流向方面，主力资金净流入829.24万元，特大单买入123.53万元，占比 ...

数据显示，前海开源基金旗下1只基金重仓金风科技。前海开源清洁能源混合A（001278）二季度持有 股数281.12万股，占基金净值比例为5.54%，位居第十大重仓股。根据测算，今日浮盈赚取约202.41万 元。连续3天上涨期间浮盈赚取342.97万元。 9月29日，金风科技涨5.02%，截至发稿，报15.06元/股，成交16.11亿元，换手率3.26%，总市值636.30 亿元。金风科技股价已经连续3天上涨，区间累计涨幅9.3%。 资料显示，金风科技股份有限公司位于北京市经济技术开发区博兴一路8号,香港铜锣湾礼顿道9-11号合 诚大厦17楼1701室，成立日期2001年3月26日，上市日期2007年12月26日，公司主营业务涉及风力发电 机组开发制造和销售、风电服务、风电场投资与开发、水务业务。主营业务收入构成为：风机及零部件 销售76.58%，风电场开发11.12%，风电服务10.15%，其他2.16%。 从基金十大重仓股角度 前海开源清洁能源混合A（001278）成立日期2015年6月16日，最新规模4.44亿。今年以来收益 40.74%，同类排名1727/8244；近一年收益56.83%，同类排名185 ...