Group 1 - The article highlights that during the last week before the holiday (February 9-13), 65 A-share listed companies were surveyed by institutions, with over 60% of the surveyed stocks achieving positive returns, led by Chongde Technology with a weekly increase of 28.62% [3] - TianShun Wind Power was particularly favored by institutions, receiving attention from 237 institutional investors, focusing on its offshore wind power shipment expectations for 2026, domestic and international capacity layout, and zero-carbon business planning [5][7] - NanKun Group was cautious in its mining resource investments, participating in various precious metal mining projects while adhering to strict investment principles, emphasizing a stable production capacity and ongoing upgrades to processing equipment [9][10] Group 2 - GuoNeng RiXin received inquiries from 39 institutions regarding its strategic layout and investment in the electricity trading sector, highlighting its focus on increasing personnel and developing AI-driven trading capabilities [10][12] - DuoLi Technology engaged with 35 institutions, discussing its acquisition of a 70% stake in HanMeng Transmission to enhance its core components business for robots, aiming to leverage synergies in production and product development [13][14]

节前最后一周（2月9日—2月13日）共有65家A股上市公司接受机构调研。从赚钱效应看，超六成机构 调研股实现正收益，其中崇德科技以28.62%的周涨幅位居榜首，光力科技涨26.24%，百川股份涨 24.33%，爱迪特涨24.12%，国投智能、东方钽业等公司涨幅均超10%。 天顺风能接受237家机构调研 天顺风能（002531）是本周机构追捧的香饽饽，周内共有237家机构投资者参与其调研。机构重点关注 该公司2026年海上风电出货预期、国内外产能布局、零碳业务规划等。 在调研中，天顺风能表示，因海上风电出货量与行业施工进度高度相关，且审批和施工环节较长，暂不 做出货量预测。不过，公司在国内外布局多个海上风电相关生产基地，国内盐城射阳、江苏通州湾、揭 阳、阳江、汕尾等地基地分别规划单桩、导管架、支撑桩等产能，漳州基地处于规划阶段。海外德国库 克斯港基地稳步推进，设计产能50万吨单桩。针对海外业务，天顺风能表示明确国内基地分工（揭阳阳 江生产导管架、通州湾生产大型单桩及漂浮模块），海外德国基地生产本地大单桩，利用堆场配合国内 形成全球交付能力，还计划自建特种船保障物流。 天顺风能还表示，零碳业务是公司核心之一，未来 ...

Core Viewpoint - The company is actively expanding its offshore wind power production capabilities both domestically and internationally, with a focus on increasing capacity and securing overseas orders, particularly in Europe and Southeast Asia. Domestic Production Capacity - The company has established multiple production bases in China, including a 200,000-ton capacity for monopiles in Yancheng, Jiangsu, and a combined 300,000-ton capacity for large monopiles and floating modular products in Tongzhou Bay [3] - The company is also developing a 600,000-ton capacity for jacket foundations in Guangdong, with the Yangjiang base expected to be operational by March [3] - The company is planning a 500,000-ton capacity facility in Zhangzhou, primarily targeting the global marine engineering market [3] International Production Capacity - The German base in Cuxhaven is progressing steadily, with a designed capacity of 500,000 tons for monopiles, also considering the production of floating platforms [3] Zero-Carbon Business Strategy - The zero-carbon business is a core focus, aiming to expand capacity to 1.8 GW of operational projects by the end of 2025, with plans to enhance returns through partial sales or REITs [5] Overseas Orders and Market Strategy - The company is actively pursuing overseas projects, particularly the UK AR7 project, with supplier selection expected in the first half of 2026-2027 [4] - The overseas team is primarily composed of local European personnel, integrated with Chinese management, and has established two marketing centers to manage orders [7] Cost Management and Production Efficiency - The company plans to produce jacket foundations in China due to high labor costs in Europe, while monopiles will be produced in Germany and Tongzhou Bay, leveraging automation to control costs [2][8] - The company aims to achieve a balance between domestic and international production, with a focus on efficiency and cost-effectiveness [8] Market Outlook - The global offshore wind power demand is expected to grow significantly, with the European Wind Energy Association predicting an annual growth rate of 15%-20% [2][13] - The company anticipates a surge in domestic offshore wind project tenders and construction, particularly in Guangdong, from 2025 to 2026 [2] Capital Operations - The company plans to complete a private placement by the end of 2023 to fund the acquisition of specialized vessels and support delivery services [11][12] - The management is committed to focusing resources on offshore wind equipment manufacturing, reflecting confidence in future industry growth [12]