11月21日，电气风电跌2.80%，成交额3.39亿元。两融数据显示，当日电气风电获融资买入额2785.22万 元，融资偿还2752.12万元，融资净买入33.11万元。截至11月21日，电气风电融资融券余额合计9.76亿 元。 分红方面，电气风电A股上市后累计派现1.53亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，电气风电十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1171.49万股，相比上期减少41.31万股。南方中证1000ETF（512100）位居第五大流通股 东，持股487.89万股，为新进股东。 责任编辑：小浪快报 融券方面，电气风电11月21日融券偿还6600.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量2.59万股，融券余额40.51万元，超过近一年80%分位水平，处于高位。 资料显示，上海电气风电集团股份有限公司位于上海市徐汇区漕宝路115号，成立日期2006年9月7日， 上市日期2021年5月19日，公司主营业务涉及风力发电设备设计、研发、制造和销售以及后市场配套服 务。主营业务收入构成为：销售产品92.60 ...

智通财经APP讯，中国诚通发展集团(00217)发布公告，于2025年11月19日，诚通融资租赁(本公司间接 全资附属公司)与承租人都兰大雪山风电有限责任公司订立售后回租协议，诚通融资租赁将向承租人购 买租赁资产(风力发电设备等)，并将租赁资产回租予承租人，租赁期为期两年，惟可根据售后回租协议 的条款及条件提早终止。 ...

中国诚通发展集团(00217)发布公告，于2025年11月19日，诚通融资租赁(本公司间接全资附属公司)与承 租人都兰大雪山风电有限责任公司订立售后回租协议，诚通融资租赁将向承租人购买租赁资产(风力发 电设备等)，并将租赁资产回租予承租人，租赁期为期两年，惟可根据售后回租协议的条款及条件提早 终止。 ...

11月13日，电气风电盘中上涨2.04%，截至13:16，报18.55元/股，成交1.77亿元，换手率0.73%，总市值 247.33亿元。 分红方面，电气风电A股上市后累计派现1.53亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，电气风电十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1171.49万股，相比上期减少41.31万股。南方中证1000ETF（512100）位居第五大流通股 东，持股487.89万股，为新进股东。 责任编辑：小浪快报 今年以来电气风电已经10次登上龙虎榜，最近一次登上龙虎榜为9月23日，当日龙虎榜净买入3623.08万 元；买入总计1.16亿元 ，占总成交额比8.97%；卖出总计7994.48万元 ，占总成交额比6.17%。 资料显示，上海电气风电集团股份有限公司位于上海市徐汇区漕宝路115号，成立日期2006年9月7日， 上市日期2021年5月19日，公司主营业务涉及风力发电设备设计、研发、制造和销售以及后市场配套服 务。主营业务收入构成为：销售产品92.60%，提供服务5.29%，电力销售1.42%，其他(补充)0.68%。 电气风 ...

Group 1 - The stock price of Shanghai Electric Wind Power fell by 5.19% to 18.28 CNY per share, with a trading volume of 326 million CNY and a turnover rate of 1.29%, resulting in a total market capitalization of 24.373 billion CNY [1] - Shanghai Electric Wind Power, established on September 7, 2006, and listed on May 19, 2021, specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1] - The company's revenue composition includes 92.60% from product sales, 5.29% from service provision, 1.42% from electricity sales, and 0.68% from other sources [1] Group 2 - Huatai Bairui Fund has one fund heavily invested in Shanghai Electric Wind Power, with the Kexin 200 (588230) holding 441,000 shares, accounting for 1.19% of the fund's net value, making it the sixth-largest holding [2] - The Kexin 200 fund was established on December 16, 2024, with a current scale of 858 million CNY and has achieved a year-to-date return of 52.14%, ranking 519 out of 4216 in its category [2] Group 3 - The fund manager of Kexin 200 is Li Muyang, who has been in the position for 4 years and 311 days, managing total assets of 29.856 billion CNY, with the best fund return during his tenure being 145.13% and the worst being -34.5% [3]

Core Viewpoint - The stock of Electric Wind Power has experienced a decline of 2.07% on November 11, with a current price of 18.88 CNY per share, despite a year-to-date increase of 109.78% [1] Group 1: Stock Performance - As of November 11, Electric Wind Power's stock price is 18.88 CNY, with a market capitalization of 25.173 billion CNY [1] - The stock has seen a net outflow of 13.6756 million CNY in principal funds, with significant buying and selling activity [1] - Year-to-date, the stock has risen by 109.78%, but has declined by 3.58% over the last five trading days [1] Group 2: Financial Performance - For the period from January to September 2025, Electric Wind Power reported revenue of 4.262 billion CNY, a year-on-year increase of 35.96%, but a net profit loss of 732 million CNY, a decrease of 53.51% compared to the previous year [2] - The company has not distributed any dividends in the last three years, with a total payout of 153 million CNY since its A-share listing [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Electric Wind Power has increased by 38.54% to 41,400 [2] - The average number of circulating shares per shareholder has decreased by 27.82% to 32,218 shares [2] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 11.7149 million shares, a decrease of 413,100 shares from the previous period [3]

Core Viewpoint - Oriental Electric's stock price has shown significant growth this year, with a year-to-date increase of 44.19% and a recent uptick in trading activity, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the period from January to September 2025, Oriental Electric reported a revenue of 55.52 billion yuan, reflecting a year-on-year growth of 16.03%. The net profit attributable to shareholders was 2.966 billion yuan, marking a 13.02% increase compared to the previous year [2]. - The company has distributed a total of 8.575 billion yuan in dividends since its A-share listing, with 3.892 billion yuan distributed over the last three years [3]. Stock Market Activity - As of November 7, Oriental Electric's stock was trading at 22.33 yuan per share, with a market capitalization of 77.225 billion yuan. The stock experienced a decline of 2.02% during the trading session [1]. - The trading volume on November 7 reached 1.186 billion yuan, with a turnover rate of 2.33%. The net outflow of main funds was 123 million yuan, while large orders showed mixed buying and selling activity [1]. Shareholder Structure - As of September 30, 2025, Oriental Electric had 146,900 shareholders, an increase of 59.62% from the previous period. The average number of circulating shares per shareholder remained at zero [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 406 million shares, which increased by 6.807 million shares compared to the previous period [3].

Core Viewpoint - Taiyuan Heavy Industry has been involved in financial fraud for over seven years, with underlying issues stemming from external auditors' negligence and internal governance failures [1] Group 1: Financial Fraud Details - The company was fined for financial fraud occurring between 2014-2018 and 2020-2021, with a total penalty of 16.95 million yuan, including lifetime market bans for key executives [1][2] - Fraudulent practices included premature revenue recognition and inflated project income, particularly in the 300MW wind power project in Heilongjiang [2][3] - In 2014, the company overstated revenue by 757 million yuan, representing 8.39% of reported revenue, and inflated profit by 155 million yuan, which was 763.89% of the reported profit [3] Group 2: Company Performance and Debt Issues - The company's revenue growth has been struggling since 2011, with significant declines in core business segments starting in 2014 [5][6] - High debt levels have been a persistent issue, with liabilities exceeding 80% of assets since 2014, peaking over 90% [8][10] - The company has relied heavily on external financing, with interest-bearing debt surpassing 10 billion yuan in recent years, leading to financial costs exceeding profits [10][12] Group 3: Governance and Internal Control Failures - External auditors, specifically Deloitte, failed to detect the fraud over seven years, raising questions about their accountability [13][15] - Internal governance issues are evident, with key executives being aware of the fraudulent activities yet failing to act [16] - Corruption among management, particularly involving the former general manager, has led to significant losses of state assets [17][18]

Core Viewpoint - The company Electric Wind Power, a leading player in the domestic offshore wind power equipment sector, is facing challenges in revenue and profitability, ranking last in its industry for both metrics as of Q3 2025 [2][3]. Group 1: Company Overview - Electric Wind Power was established on September 7, 2006, and went public on May 19, 2021, on the Shanghai Stock Exchange, with its headquarters in Shanghai [1]. - The company specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1]. Group 2: Financial Performance - For Q3 2025, Electric Wind Power reported revenue of 4.262 billion yuan, ranking 5th in the industry, significantly lower than the industry leader, Goldwind Technology, which had revenue of 48.147 billion yuan [2]. - The company's net profit for the same period was -737 million yuan, also ranking 5th, while the industry average net profit was 649 million yuan [2]. Group 3: Financial Ratios - As of Q3 2025, Electric Wind Power's debt-to-asset ratio was 87.03%, an increase from 79.88% in the previous year and above the industry average of 77.39% [3]. - The company's gross profit margin was 8.64%, down from 17.08% year-on-year and below the industry average of 10.33% [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 38.54% to 41,400, while the average number of circulating A-shares held per shareholder decreased by 27.82% to 32,200 [5]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited was the third-largest, holding 11.7149 million shares, a decrease of 413,100 shares from the previous period [5].

Core Viewpoint - Dongfang Electric is a leading player in the power equipment manufacturing industry, showcasing strong revenue and profit performance while maintaining a competitive position in the market [2][3]. Group 1: Company Overview - Dongfang Electric was established on December 28, 1993, and listed on the Shanghai Stock Exchange on October 10, 1995, with its headquarters in Chengdu, Sichuan Province [1]. - The company is one of the largest R&D and manufacturing bases for power generation equipment globally, with a comprehensive range of services including power station design and various energy sources such as thermal, hydro, wind, nuclear, and gas power [1]. Group 2: Financial Performance - For Q3 2025, Dongfang Electric reported a revenue of 54.744 billion yuan, ranking second in the industry, while the net profit reached 3.102 billion yuan, ranking first [2]. - The revenue from clean and efficient energy equipment was 16.767 billion yuan, accounting for 43.95% of total revenue, while renewable energy equipment contributed 10.425 billion yuan, making up 27.32% [2]. Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 71.27%, which is lower than the industry average of 73.21%, indicating a relatively strong debt repayment capability [3]. - The gross profit margin for the same period was 15.38%, slightly down from 15.74% year-on-year, and below the industry average of 16.78%, suggesting room for improvement in profitability [3]. Group 4: Leadership - The chairman, Luo Qianyi, born in 1965, has held various significant positions and has been leading Dongfang Electric since June 2025 [4]. - The president, Zhang Yanjun, born in March 1970, has a doctoral degree and has previously worked in key roles within the industry [4]. Group 5: Shareholder Information - As of February 7, 2020, the number of A-share shareholders decreased by 11.44% to 120,000, with an average holding of 16,600 shares per shareholder, which increased by 12.92% [5]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 406 million shares, while Huatai-PB CSI 300 ETF is the third-largest shareholder with 20.7271 million shares, having decreased by 812,400 shares [5]. Group 6: Future Outlook - According to Huayuan Securities, the projected net profits for 2025-2027 are 4.06 billion, 4.73 billion, and 5.44 billion yuan, with year-on-year growth rates of 39%, 17%, and 15% respectively [5]. - Guoxin Securities maintains profit forecasts of 4.34 billion, 5.52 billion, and 6.09 billion yuan for the same period, with expected growth rates of 48.5%, 27%, and 10.3% [6].