1月7日，电气风电盘中下跌2.00%，截至13:42，报17.15元/股，成交3.86亿元，换手率1.67%，总市值 228.67亿元。 资金流向方面，主力资金净流出4218.10万元，特大单买入1458.62万元，占比3.78%，卖出2570.36万 元，占比6.66%；大单买入9715.55万元，占比25.16%，卖出1.28亿元，占比33.20%。 电气风电今年以来股价涨0.82%，近5个交易日涨2.14%，近20日涨2.02%，近60日跌16.34%。 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%。 截至9月30日，电气风电股东户数4.14万，较上期增加38.54%；人均流通股32218股，较上期减少 27.82%。2025年1月-9月，电气风电实现营业收入42.62亿元，同比增长35.96%；归母净利润-7.32亿元， 同比减少53.51%。 ...

12月31日，电气风电涨1.11%，截至发稿，报16.41元/股，成交7466.33万元，换手率0.35%，总市值 218.80亿元。 科创200（588230）基金经理为李沐阳。 截至发稿，李沐阳累计任职时间4年361天，现任基金资产总规模297.68亿元，任职期间最佳基金回报 153.27%， 任职期间最差基金回报-39.9%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 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%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓电气风电。科创200（588230）三季度持有股数44.1万股，占 基金净值比例为1.19%，位居第六大重仓股 ...

"德国之声"网站12月30日文章，原题：2025，"中国制造"赢了吗？副题：20多年前、甚至10多年 前，"中国制造"尚且是"低品质低成本"的代名词。如今，在大力扶持高科技行业的产业政策支持 下，"中国制造"正在不断扩大国际市场份额，还在欧洲的心脏地带设厂生产。不过，雄心勃勃的中国产 业战略还存在完善空间，欧洲企业也并没有被彻底甩在身后 "很多客户参观完西门子的成都数字化工厂 后会说，哎梁总，干脆就帮我们盖一个工厂，跟你们这个一样的就行了。这是我听到最多的话。"这是 10年前中国媒体在一篇关于德国"工业4.0"与"中国制造"的报道中，引述的西门子数字化工业软件时任 大中华区首席执行官兼董事总经理梁乃明的表态。当时，德国力推的"工业4.0"，旨在实现制造业的智 能化，通过数字化、智能化来大幅提升制造业的效率。 目前，宁德时代德国工厂绝大部分员工都为本地聘用。这家中资企业还积极和附近的高校以及商会合作 培养年轻人才。工厂还设立有一个培训中心，每年培训约20名学徒工。这一培训项目让阿恩施塔特市长 施皮林赞不绝口："当年轻人有机会在本地接受培训时，这对我们来说是最好的事情，年轻人不用再去 别的地方了。一个充满活力的行 ...

Core Viewpoint - The stock of Electric Wind Power has shown significant volatility, with a year-to-date increase of 76.89%, but recent declines in the short term indicate potential challenges ahead [1][2]. Group 1: Stock Performance - As of December 24, Electric Wind Power's stock price rose by 2.05% to 15.92 CNY per share, with a market capitalization of 21.23 billion CNY [1]. - The stock has experienced a net inflow of 2.19 million CNY from major funds, with significant trading activity reflected in a turnover rate of 0.34% [1]. - Year-to-date, the stock has seen a 76.89% increase, but it has declined by 0.31% over the last five trading days, 9.44% over the last 20 days, and 32.86% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Electric Wind Power reported revenue of 4.26 billion CNY, representing a year-on-year growth of 35.96% [2]. - The company recorded a net profit attributable to shareholders of -732 million CNY, a decrease of 53.51% compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Electric Wind Power increased by 38.54% to 41,400, while the average number of circulating shares per shareholder decreased by 27.82% to 32,218 shares [2]. - The company has distributed a total of 153 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 11.71 million shares, a decrease of 413,100 shares from the previous period [3].

Core Viewpoint - Dongfang Electric has shown significant stock performance with a year-to-date increase of 53.48%, reflecting strong market interest and financial growth [1][2]. Group 1: Stock Performance - As of December 23, Dongfang Electric's stock price reached 23.77 CNY per share, with a trading volume of 3.14 billion CNY and a market capitalization of 82.205 billion CNY [1]. - The stock has experienced a 4.53% increase over the last five trading days, a 16.23% increase over the last twenty days, and a 27.11% increase over the last sixty days [1]. - The company has appeared on the "龙虎榜" (a stock market leaderboard) once this year, with the last appearance on July 22 [1]. Group 2: Company Overview - Dongfang Electric, established on December 28, 1993, and listed on October 10, 1995, is located in Chengdu, Sichuan Province [2]. - The company specializes in the research, manufacturing, sales, and service of various power generation equipment, including thermal, hydro, wind, nuclear, and gas power generation [2]. - The revenue composition includes 43.95% from clean and efficient energy equipment, 27.32% from renewable energy equipment, 11.52% from emerging growth industries, 8.98% from modern manufacturing services, and 8.23% from engineering and supply chain services [2]. Group 3: Financial Performance - For the period from January to September 2025, Dongfang Electric reported a revenue of 54.744 billion CNY, representing a year-on-year growth of 16.41% [2]. - The net profit attributable to shareholders reached 2.966 billion CNY, marking a year-on-year increase of 13.02% [2]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 146,900, a rise of 59.62% compared to the previous period [2]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 406 million shares, an increase of 6.80179 million shares from the previous period [3]. - Other significant shareholders include various ETFs, with notable decreases in holdings for some [3].

Core Viewpoint - China Chengtong Development Group (00217) announced a sale and leaseback agreement involving its indirect wholly-owned subsidiary, Chengtong Financial Leasing, and the lessee, Inner Mongolia Huadian Bayin Wind Power Co., Ltd. The agreement entails the purchase of leasing assets, specifically several wind power generation equipment, which will be leased back to the lessee for a period of 2 years, with the option for early termination based on the terms and conditions of the agreement [1] Group 1 - The sale and leaseback agreement is set to be executed on December 17, 2025 [1] - The leasing assets involved in the agreement are wind power generation equipment [1] - The lease term is for 2 years, with provisions for early termination [1]

Core Viewpoint - China Chengtong Development Group (00217) announced a sale and leaseback agreement with Inner Mongolia Huadian Bayin Wind Power Co., Ltd., involving the purchase and leasing back of wind power equipment for a period of 2 years, with options for early termination [1] Group 1 - The agreement is set to be executed on December 17, 2025 [1] - The leasing assets involved are several wind power generation devices [1] - The leasing period is initially 2 years, with conditions for early termination as per the agreement [1]

Core Viewpoint - China Chengtong Development Group (00217.HK) announced a sale and leaseback agreement involving wind power generation equipment with Inner Mongolia Huadian Bayin Wind Power Co., Ltd. The agreement allows for the purchase of leasing assets and subsequent leaseback for a period of two years, with an option for early termination based on the terms of the agreement [1] Group 1 - The sale and leaseback agreement is set to be executed on December 17, 2025 [1] - The leasing assets involved are several wind power generation devices [1] - The lease term is two years, with conditions for early termination [1]

Group 1: Economic Growth Forecasts - Multiple international institutions have raised their forecasts for China's economic growth in 2025, with the World Bank increasing its estimate by 0.4 percentage points, the International Monetary Fund by 0.2 percentage points, and the Asian Development Bank by 0.1 percentage points [1][5] - The OECD has also adjusted its GDP growth forecast for China in 2025 to 5%, highlighting productivity improvements driven by artificial intelligence and consumption expansion as key factors [4][8] Group 2: Export Performance - China's export market has become more diversified, which supports the resilience of its exports, as noted by the World Bank [2][6] - In the first 11 months of 2025, China's goods trade surplus exceeded 1 trillion USD for the first time, with double-digit growth in exports to Europe, Australia, and Southeast Asia in November [2][7] - Goldman Sachs projects that despite the impact of U.S. tariffs, China's actual exports are expected to grow by approximately 8% for the year, indicating strong competitiveness of Chinese products across various industries [2][7] Group 3: High-Tech Export Growth - Goldman Sachs has observed a steady growth in China's high-tech exports, particularly in sectors such as chips, semiconductors, automobiles, and auto parts, which continues to drive resilient export-oriented growth [3][7] Group 4: Domestic Economic Resilience - The IMF's president has indicated that China is implementing targeted measures to expand domestic demand, including enhancing social security systems and increasing support for elderly care and childcare, which will improve mid-term growth prospects [4][8] - Deloitte's report on specific industries in China predicts that increased policy support could lead to a rebound in domestic demand [4][8] - Barclays Bank emphasizes that China presents numerous investment opportunities due to stimulus measures and adjustments in national industrial structure, particularly in high-tech sectors like solar panels, lithium batteries, and wind power equipment [4][8]

Group 1: Economic Growth Projections - Multiple international institutions have raised their economic growth forecasts for China in 2025, with the World Bank increasing its estimate by 0.4 percentage points, the International Monetary Fund by 0.2 percentage points, and the Asian Development Bank by 0.1 percentage points [1][2] - The World Bank highlights the diversification of China's export markets as a key factor supporting export resilience [2] - The Asian Development Bank attributes the upward revision to the resilience of Chinese exports and ongoing fiscal policy support [2] Group 2: Export Performance - China's merchandise trade surplus exceeded $1 trillion for the first time in the first 11 months of 2025, with double-digit export growth to Europe, Australia, and Southeast Asia in November [2] - Despite the impact of U.S. tariffs, China's actual exports are expected to grow by approximately 8% for the year, indicating strong competitiveness in various industries [2] - High-tech exports from China have been steadily increasing, particularly in sectors such as chips, semiconductors, and automotive components [2] Group 3: Domestic Economic Resilience - The IMF's Managing Director emphasizes targeted measures to expand domestic demand, including strengthening social security and increasing support for elderly care and childcare [3] - The OECD has raised its GDP growth forecast for China in 2025 to 5%, citing productivity gains driven by artificial intelligence and consumption expansion as key factors [3] - Deloitte's report predicts increased policy support will likely drive a rebound in domestic demand across specific industries [3] Group 4: Investment Opportunities - Barclays Bank identifies significant investment opportunities in China, driven by stimulus measures and adjustments in national industrial structure [3] - China is recognized as a global leader in high-tech sectors such as solar panels, lithium batteries, and wind power equipment, presenting ample opportunities for investors [3] - Goldman Sachs reiterates China's goal of achieving per capita GDP at the level of developed countries by 2035, suggesting a focus on promoting both economic and income growth [3]