摩根大通 小摩发布研报称，降金风科技(13.32,-1.33,-9.08%)(02208)在2025年至2027年盈利预测介乎7%至23%，主 要由于1月底止未见盈喜，意味去年纯利增幅应少于50%，其H股目标价由12港元上调至14港元，评级"中 性"。 金风科技(02208):升目标价至14港元,评级"中性" 该行认为，投资者对中国商用航天领域的兴趣正快速地增加，受惠于蓝箭航天于2025年底提交IPO申请所 带动。持有蓝箭航天4.14%股份的金风科技，其资产价值已得到重新评估，但各上市公司的反应却截然不同： 自2025年11月1日以来，金风科技的市值增长超过300亿元人民币，但H股股价却持平，这表明A股股价推动了股 价上涨，而H股投资者则依然保持谨慎。 ...

2月26日，运达股份涨5.39%，截至发稿，报19.93元/股，成交1.85亿元，换手率1.36%，总市值156.82亿 元。 资料显示，运达能源科技集团股份有限公司位于浙江省杭州市西湖国际科技大厦A座18F，成立日期 2001年11月30日，上市日期2019年4月26日，公司主营业务涉及大型风力发电机组的研发、生产和销 售。主营业务收入构成为：风电机组87.54%，新能源EPC总承包6.36%，其他4.04%，发电收入2.06%。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益10.92%，同 类排名1308/5572；近一年收益32.69%，同类排名1845/4311；成立以来收益26.85%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年113天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 250.66%， 任职期间最差基金回报-15.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请 ...

Group 1 - Morgan Stanley increased its stake in Goldwind Technology (02208) by 1,787,045 shares at a price of HKD 13.2694 per share, totaling approximately HKD 23.713 million [1] - After the increase, Morgan Stanley's total shareholding in Goldwind Technology is approximately 47,782,600 shares, representing a holding percentage of 6.17% [1]

Group 1 - Morgan Stanley increased its stake in Goldwind Technology (002202)(02208) by 1.787045 million shares at a price of HKD 13.2694 per share, totaling approximately HKD 23.713 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 47.7826 million, representing a holding percentage of 6.17% [1]

Core Viewpoint - The announcement indicates that the Vice President of Goldwind Technology, Li Fei, has resigned due to personal health reasons, with his term originally set to last until the end of the ninth board of directors [1] Group 1 - The company has received a written resignation letter from Vice President Li Fei [1] - Li Fei's resignation is attributed to the need to prioritize his personal health [1] - His original term was expected to last until the completion of the ninth board of directors [1]

Core Viewpoint - The company, 泰胜风能, is committed to preparing its 2025 annual report in accordance with relevant laws and regulations, emphasizing that specific financial data and operational results will be disclosed at that time [2]. Group 1 - The company confirmed that all production and operational activities are currently normal [2]. - The management is fully focused on promoting the healthy development of various business operations [2].

Core Viewpoint - The company, Goldwind Technology, has announced its cooperation with the European Commission regarding an investigation initiated under the Foreign Subsidies Regulation, emphasizing its commitment to compliance in global operations [1]. Group 1: Company Response - On February 4, Goldwind Technology published a statement on its official website regarding the investigation by the European Commission [1]. - The company is actively cooperating with the relevant institutions of the European Union in the investigation process [1]. - Goldwind Technology prioritizes compliance as a core aspect of its global operations [1]. Group 2: Operational Status - The company is conducting its business normally in the European market, with operations proceeding in an orderly manner [1]. - Goldwind Technology asserts that there is no undisclosed information that should have been disclosed [1].

Core Viewpoint - China Technology Industry Group (08111) announced a contract with Yiruyuan for the procurement of wind turbine generators, towers, anchor bolts, and related equipment for a 50 MW wind power generation system in Cangzhou, Huanghua City, China [1] Group 1 - The contract is established between Hebei Wind Chuang, a wholly-owned subsidiary of the company, and Yiruyuan, with Hebei Wind Chuang acting as the supplier [1] - In addition to procurement services, Hebei Wind Chuang will provide supporting services, including project site selection, feasibility studies, equipment selection, personnel training, and technical consulting related to the wind power system engineering design [1] - All wind turbine generators, towers, anchor bolts, and related equipment are expected to be delivered by June 2026 [1]

Core Viewpoint - Goldwind Technology has publicly announced its compliance commitment in response to the European Commission's investigation under the Foreign Subsidies Regulation, emphasizing its adherence to international rules and local laws in all markets, including the EU [1] Group 1 - The company released a statement on February 4, 2026, regarding the investigation by the European Commission [1] - Goldwind Technology prioritizes compliance as a core aspect of its global operations [1] - The company assures that its business operations in the EU are proceeding normally and that it will continue to provide high-quality services and support to customers and partners [1]

Core Viewpoint - The company has issued a statement regarding the European Commission's investigation under the Foreign Subsidies Regulation, emphasizing its commitment to compliance and governance in all markets, including the EU [1] Group 1: Compliance and Governance - The company prioritizes compliance as a core aspect of its global operations [1] - It adheres to sound corporate governance and internal control systems [1] - The company strictly follows international rules and local laws in all operating regions [1] Group 2: Business Operations - The company's operations in the EU market are currently running normally and in an orderly manner [1] - It will continue to provide high-quality services and support to customers and partners [1]