格隆汇10月10日丨金风科技(002202.SZ)公布，2024年12月26日至2024年12月30日，金风投资通过集中 竞价方式合计减持金力永磁股份708,100股。2025年4月7日至2025年10月9日，金风投资通过集中竞价和 大宗交易的方式合计减持金力永磁股份28,892,638股。金风投资累计减持金力永磁股份29,600,738股，减 持交易金额约7.62亿元。截至2025年10月9日，金风投资持有金力永磁37,435,614股，占金力永磁股本总 数的2.74%。金风投资将根据市场情况，继续处置所持金力永磁股份，并根据后续收益情况持续披露进 展公告。 本次减持所获收益计入公司当期损益。2024年度金风投资累计减持金力永磁股份708,100股，公司获得 投资收益约0.03亿元（所得税前）。截至2025年10月9日，2025年度金风投资累计减持金力永磁股份 28,892,638股，经公司初步测算，公司可获得投资收益约1.93亿元（所得税前），将对公司2025年业绩 产生积极影响。上述股票减持金风科技可获得投资收益约1.96亿元（所得税前），约占2024年度经审计 归属于上市公司股东净利润的10.53%。 ...

Core Viewpoint - Shanxi Installation (02520) has entered into a financing lease agreement with China Merchants Jinling Financial Leasing Co., Ltd. for wind power generation equipment, indicating a strategic move towards renewable energy investment [1] Group 1: Financing Lease Agreement - The financing lease agreement was signed on September 30, 2025, between the lessor (China Merchants Jinling Financial Leasing Co., Ltd.) and the lessee (Shanxi Installation's subsidiary, Xiyang Shan'an New Energy Co., Ltd.) [1] - The lessor will purchase the targeted assets for a total consideration of RMB 200 million [1] - The lease term is set for 180 months, during which the lessor will receive lease payments as returns [1] Group 2: Targeted Assets - The targeted assets involved in this agreement are wind power generation equipment, highlighting the company's focus on renewable energy [1]

标的资产为风力发电设备。 智通财经APP讯，山西安装(02520)公布，于2025年9月30日交易时段后，出租人(招银金融租赁有限公 司)及承租人(该公司附属昔阳山安新能源有限公司)订立融资租赁协议。根据融资租赁协议，出租人将按 人民币2亿元的代价向公司购买标的资产，并再将标的资产租回予承租人，为期180个月，并收取租赁款 作为回报。 ...

Core Viewpoint - Xinjiang New Energy, a non-wholly owned subsidiary of the company, has signed a share transfer agreement with its controlling shareholder, Tebian Electric Apparatus, to acquire 100% of the equity of Luyi Gaochuan for a consideration of RMB 137 million, which will enhance the company's renewable energy station operations and overall competitiveness and profitability [1]. Group 1 - The acquisition of Luyi Gaochuan will allow the company to consolidate its financial performance into its financial statements, thereby expanding its renewable energy station operations [1]. - Luyi Gaochuan is primarily engaged in wind power generation and the sale of wind power generation equipment, which aligns with the company's focus on renewable energy [1]. - The land issues related to the Luyi project have been rectified, facilitating the company's A-share listing process [1].

9月26日，电气风电跌5.23%，截至发稿，报23.54元/股，成交11.94亿元，换手率3.53%，总市值313.87 亿元。 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，国泰海通资管旗下1只基金重仓电气风电。国泰君安上证科创板综合价格指数增强A （023889）二季度持有股数41.87万股，占基金净值比例为1.14%，位居第九大重仓股。根据测算，今日 浮亏损失约54.43万元。 国泰君安上证科创板综合价格指数增强A（023889）基金经理为胡崇海。 截至发稿，胡崇海累计任职时间3年287天，现任基金资产总规模85.12亿元，任职期间最佳基金回报 79.31%， 任职期间最差基金回报1.74%。 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、 ...

Core Viewpoint - The article highlights the significant advancements and contributions of China's wind power industry, emphasizing its global leadership in installed capacity and technology, while countering misconceptions about its domestic usage of wind energy [1][4]. Group 1: Industry Growth and Achievements - China's wind power industry has experienced a remarkable growth from 340,000 kilowatts in 2000 to 521 million kilowatts in 2024, representing an increase of over 1500 times [2]. - In 2024, China's wind power generation reached approximately 991.6 billion kilowatt-hours, marking a 16% year-on-year growth, with an average utilization rate of 95.9% [2]. - By 2024, China's offshore wind power capacity reached 43.31 million kilowatts, maintaining its position as the global leader for four consecutive years [2]. Group 2: Global Market Impact - In 2024, China accounted for 68.2% of the global new wind power installations, with a total installed capacity of 521 million kilowatts, representing 45.8% of the global total [3]. - Chinese-made wind turbines have been exported to over 40 countries, significantly contributing to global energy transition efforts [3]. Group 3: Future Projections - By 2035, China aims to increase its total installed capacity of wind and solar power to over six times that of 2020, targeting 360 million kilowatts [4]. - The Chinese government is committed to reducing greenhouse gas emissions by 7% to 10% from peak levels across the economy by 2035, with non-fossil energy consumption expected to exceed 30% of total energy consumption [4]. Group 4: Technological Leadership - China is recognized as the largest manufacturer and user of wind power equipment globally, with significant advancements in technology and sustainable development practices [4][5]. - Experts affirm that China's comprehensive approach to sustainable development in wind and solar energy positions it as a global benchmark in the industry [4].

当地时间9月23日，在纽约举行的联合国大会上，美国总统特朗普抛出了"中国制造了很多风力发电设 备，运到世界各地，但自己却几乎不用"的论调。此言一出，引得美国有线电视新闻网、《纽约时报》 等多家美国主流媒体纷纷出面辟谣。 早在2016年3月，美国"气候中心"网站发布新闻"中国、美国引领 全球风电繁荣"。文章的论据是全球风能理事会的统计结果：2015年中国建造的风力发电机数量全球第 一；而美国实际风力发电量略超中国，位居全球第一。风电产业既是中国经济发展的新动力，也是推动 全球能源转型的加速器。我们顺应科技发展趋势，在这条大道上行得快、走得远，任何人也污蔑不了、 任何势力也打压不了。（科技日报） ...

Group 1 - The stock price of Electric Wind Power has increased by 5.23% as of September 25, reaching 25.35 CNY per share, with a trading volume of 915 million CNY and a turnover rate of 2.80%, resulting in a total market capitalization of 33.8 billion CNY [1] - The stock has experienced a continuous rise for four days, accumulating a total increase of 24.88% during this period [1] - Shanghai Electric Wind Power Group Co., Ltd. was established on September 7, 2006, and went public on May 19, 2021, focusing on the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Guotai Haitong Asset Management has a significant holding in Electric Wind Power [2] - The Guotai Junan SSE STAR Market Composite Price Index Enhanced A (023889) held 418,700 shares in the second quarter, accounting for 1.14% of the fund's net value, ranking as the ninth largest heavy stock [2] - The fund has generated an estimated floating profit of approximately 527,600 CNY today and a total floating profit of 2,009,800 CNY during the four-day increase [2]

Core Viewpoint - The article discusses the claims made by US President Trump regarding China's wind power usage and the subsequent rebuttals from American media outlets, highlighting China's significant investments and advancements in wind energy [2][4]. Group 1: Trump's Claims - Trump stated that while China manufactures a large number of wind power generation devices, it is reluctant to use wind power domestically [4]. - He reiterated this claim during his speech at the United Nations, suggesting that China primarily exports wind power equipment rather than utilizing it [4]. Group 2: Rebuttals from Media - CNN reported that China has a substantial number of onshore and offshore wind farms, with wind power installed capacity growing at a rate much faster than that of the US. According to data from China's National Energy Administration, the installed wind power capacity in China is expected to reach approximately 520 million kilowatts by 2024, reflecting an 18% year-on-year increase [4]. - The New York Times countered Trump's assertions by stating that China possesses more wind farms and installed capacity than any other country, and is planning to build even more [4]. Group 3: Climate Change Agreements - Trump criticized the Paris Climate Agreement, claiming it was unfair to the US and suggested it required the US to pay $1 trillion [4]. - CNN clarified that the US has never committed to spending or contributing $1 trillion for the Paris Agreement. Under President Biden, the US pledged to contribute $11.4 billion annually to international climate financing, but actual spending has been lower due to insufficient congressional appropriations [4].

Group 1 - The core argument presented by President Trump during the UN General Assembly is that climate change and global warming are a "hoax" [1][4] - Trump reiterated his claim that China, despite being a major manufacturer of wind power equipment, is unwilling to utilize wind energy domestically [1][4] - CNN reported that China has a significant number of onshore and offshore wind farms, with wind power installed capacity growing at a rate much faster than that of the United States, citing a projected installed capacity of approximately 520 million kilowatts in 2024, representing an 18.0% year-on-year increase [4] Group 2 - Trump criticized the Paris Climate Agreement, claiming it is unfair to the United States and alleging that it requires the country to pay $1 trillion [4] - CNN clarified that the United States has never spent or committed to spending $1 trillion on the Paris Agreement, and while the Biden administration pledged $11.4 billion annually for international climate financing, actual spending has been lower due to congressional budget constraints [4]