来源：环球网 北纬45°08′的吉林乾安，秋日草原被阳光镀上暖金，碱草在风中翻涌成浪，远处风车基座如巨人骨架扎 根大地。风电工地上，橙红色塔吊长臂舒展如鹰，精准勾住钢筋框架，发电机轰鸣与风声交织成绿色能 源交响。项目部公示栏前，进度表被员工围得水泄不通——中国能建东电二公司承建的华能乾安四海20 万千瓦风电项目双喜临门：220千伏升压站基础浇筑完工，自主研发的"多吊车协同扳杆"技术落地投 用。"双线告捷"的红字格外醒目，业主代表紧握项目经理的手连称"超出预期"，监理日志"质量过硬、 效率领先"的评价，为"双碳"战略在东北的实践写下生动注脚。 风脉天赐：沃土承绿愿，项目立标杆 站在草原制高点远眺，大兴安岭与长白山如屏障环抱平原，造就闻名行业的"乾安风廊"。"这里的风能 吹走马背毡帽"，老牧民的话在勘察工程师李工的监测仪上化作精准数据：年有效风速超2200小时，平 均风速6.8米/秒，冬季风速常破10米/秒，春季气旋更能带动风机满负荷运转。"这是优质风资源"，李工 的笔记本记满风速与土壤数据，他跑遍5个乡镇选址，最终敲定距县城30公里、紧邻X150县道的地块。 同心聚力：温情凝合力，绿电向未来 项目现场有支"特种 ...

每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 2025年1至6月份，山东章鼓的营业收入构成为：风机占比55.53%，渣浆泵占比20.48%，水处理占比 20.03%，电气设备占比2.58%，其他业务占比1.34%。 每经AI快讯，山东章鼓（SZ 002598，收盘价：11.35元）11月28日晚间发布公告称，山东省章丘鼓风机 股份有限公司（以下简称"公司"或"本公司"）于近日接到了公司控股股东济南市章丘区公有资产经营有 限公司（以下简称"公有资产公司"）告知，获悉其持有本公司的部分股份解除质押，本次解除质押股份 数量为1350万股。截至本公告日，济南市章丘区公有资产经营有限公司累计质押股数约为1695万股，占 其所持股份比例为18.23%。 截至发稿，山东章鼓市值为35亿元。 （记者 曾健辉） ...

三一重能 20251127 摘要 预计 2026 年风电供应链端降本 2-3%，内部优化降本 3-5%，受益于技 术进步、零部件盈利及大兆瓦产能缓解。2025 年已实现超 5%降本目标， 成本控制成效显著。 2025 年国内风电装机量预计超 120GW，未来五年平均不低于 120GW/年。公司预计 2026 年装机量约 110GW，虽略低于 2025 年， 但价格上涨将保证价值量。 公司 2025 年第四季度风机出货量预计 15-16GW，占全年 40%。全年 毛利率前低后高，预计第四季度毛利率提升至 5%-6%，全年毛利率超 5%。 2025 年电站销售规模预计突破 1GW，第四季度出售量较大，完成目标 概率高。电站转让业务利润率可达 20%以上，未来几年预计保持良好持 续性。 2026 年出口业务增速预计加快，收入保守估计超 30 亿元，高于 2025 年十几亿元水平。海外新增订单目标 4-5GW，同比增长 60%以上。 Q&A 2026 年零部件价格趋势如何？ 目前我们与供应商已经开始讨论 2026 年的零部件价格，但最终定价预计将在 2026 年初确定。我们认为，2026 年整体零部件成本仍有 2-3 ...

近日， 专注于高速电机及磁悬浮技术领域的合肥京磁科技有限公司（下称"中创志远"）完成数千万元 Pre-A轮融资 。本轮融资由合肥创新投、合肥国耀、信富致远投资，独木资本担任独家财务顾问，为企业 后续技术研发与市场拓展注入强劲动力。 成立于2022年的中创志远，核心业务聚焦高速电机、磁悬浮轴承及整机流体设备的研发与制造，产品广泛 服务于工业制造、半导体、航空航天等关键领域。2024年，公司将主体业务从北京迁至合肥，开启发展新 阶段。创始人张全生领衔的核心团队均源自航天研究所，在高速电机设计、磁悬浮轴承控制、整机流体系 统研发等领域具备完整的正向研发能力，其中张全生本人更是兼具航天研究所与商业航天领域的双重从业 经验，为企业技术创新奠定坚实基础。 图源 /企业 在工业生产场景中，风机、压缩机作为基础动力装备，承担着通风、曝气、负压吸附等重要职能，但传统 设备长期面临能耗偏高、调节范围狭窄、运行噪音大等痛点。以PCB电路板加工为例，生产现场对废气粉 尘治理、通风吸附的稳定性和效率要求严苛，传统装备往往难以满足这类高精度需求。而在半导体、航空 航天等高端制造领域，分子泵的高真空获得能力是生产环节的核心支撑，然而当前市 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [8] Core Insights - The company reported a revenue of approximately 48.1 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 34%, and a net profit attributable to shareholders of approximately 2.6 billion yuan, up 44% year-on-year. In Q3 2025 alone, the revenue was about 19.6 billion yuan, a 25% increase year-on-year, with a net profit of approximately 1.1 billion yuan, reflecting a significant 171% year-on-year growth [2][4] Summary by Relevant Sections Revenue Performance - In Q3 2025, the company achieved wind turbine sales of approximately 7.8 GW, a 71% increase year-on-year. The breakdown of sales includes 0.6 GW in the 4-6 MW range (7.7% of total) and 7.2 GW in the 6 MW and above category (92.3% of total) [12] - The company had no new power station transfers in Q3, with an added grid capacity of about 0.04 GW, and a total self-operated wind farm capacity of approximately 8.7 GW [12] Profitability Metrics - The gross profit margin for Q3 was approximately 13.0%, a decrease of 1.1 percentage points year-on-year, primarily due to increased land wind turbine sales. The expense ratio for Q3 was about 9.2%, down 4.0 percentage points year-on-year, attributed to the dilution effect from increased revenue [12] - The net profit margin for Q3 was approximately 5.9%, showing an improvement year-on-year [12] Order Backlog and Financial Position - As of September 2025, the company had an order backlog of 52.5 GW, with 7.2 GW from overseas orders. The external orders totaled 49.9 GW, with 11.0 GW in bids not yet signed and 38.9 GW in signed contracts awaiting execution [12] - The company reported inventory and contract liabilities of approximately 21.7 billion yuan and 19.9 billion yuan, respectively, both at historical highs, which is expected to support future delivery performance [12] Industry Context - In the first three quarters of 2025, domestic wind turbine public bidding was approximately 102.1 GW, a 14% year-on-year decrease. The average bidding price for wind turbines in Q3 was above 1,500 yuan/KW, reaching 1,610 yuan/KW in September [12] - The company anticipates that stabilized bidding prices and increased overseas orders will support future delivery performance and profitability recovery [12]

Core Viewpoint - The labor dispute involving the resignation of the former Secretary of the Board, Ni Juan, from the Hong Kong-listed company, Huitongda, has escalated into a legal battle, with allegations of misconduct and performance issues being contested by both parties [2][3][4]. Group 1: Labor Dispute Details - Huitongda announced the termination of Ni Juan's employment on June 30, citing her concealment of regulatory violations and failure to meet performance targets [3][4]. - Ni Juan refuted the claims, stating that she was unaware of the regulatory warnings issued against her prior to her employment at Huitongda and that the allegations were unfounded [4][5]. - The company has not responded to inquiries regarding the connection between Ni Juan's termination and the acquisition of a stake in Jintongling [2][8]. Group 2: Regulatory Background - Ni Juan faced regulatory actions from the Xinjiang Securities Regulatory Bureau and the Shanghai Stock Exchange due to her spouse's short-term trading activities while she was at Guanghui Energy, leading to warnings being placed on her record [3][4]. - The company claims that Ni Juan did not report these violations during her tenure, which contributed to the decision to terminate her employment [3][4]. Group 3: Company Developments - Amid the labor dispute, Huitongda is progressing with its A-share listing plans, announcing a deal to acquire 25% of Jintongling for 994 million yuan [6][7]. - The acquisition is part of Huitongda's strategy to establish a capital operation platform, enhancing its access to quality capital resources for growth [7][8].

天眼查App显示，近日，佛山市启焜通风设备有限公司成立，注册资本30万人民币，经营范围为一般项 目：风机、风扇制造；风机、风扇销售；制冷、空调设备制造；制冷、空调设备销售；环境保护专用设 备销售；通用设备修理；普通机械设备安装服务；金属结构制造；五金产品制造；五金产品零售；金属 切割及焊接设备制造；减振降噪设备制造；减振降噪设备销售；气体、液体分离及纯净设备销售。（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The event organized by Shenzhen Stock Exchange in Australia aimed to showcase the investment opportunities in Chinese companies, particularly in technology innovation and high-quality economic development during the 14th Five-Year Plan period [1] Group 1: Company Participation and Focus Areas - Six representative companies from Shenzhen Stock Exchange participated in the roadshow, focusing on green low-carbon and high-end manufacturing sectors [1] - Companies like Tianqi Lithium, Goldwind Technology, and Xinwanda highlighted their technological breakthroughs and R&D efforts to attract investor interest [2] Group 2: ESG Practices and Recognition - The participating companies demonstrated improved ESG ratings, reflecting their commitment to sustainable development and attracting long-term investors [3] - Goldwind Technology and Tianqi Lithium have set clear carbon neutrality goals, while Xinwanda is advancing digital platforms for battery sustainability [3] Group 3: Alignment with Local Industry - The roadshow aligned well with Australia's focus on clean energy transition, with companies like Tianqi Lithium and Goldwind Technology directly engaging with local renewable energy initiatives [4][5] - The technological capabilities of the participating companies and their integration with local industries received high praise from investors [5]

Core Viewpoint - The event in Sydney focused on showcasing China's new quality productivity and investment opportunities, emphasizing the high-quality development prospects of the Chinese economy during the 14th Five-Year Plan period [2]. Group 1: Event Overview - The Shenzhen Stock Exchange organized a roadshow in Australia to present the stories of innovation and development of listed companies, aiming to attract local investors [2]. - Six representative companies from the Shenzhen market participated, including Tianqi Lithium, Goldwind Technology, and others from the green low-carbon and high-end manufacturing sectors [2][4]. Group 2: Industry Alignment - The participating companies align with Australia's focus on green low-carbon and high-end manufacturing, which are areas of significant interest for local investors [4]. - Tianqi Lithium holds leading lithium resources in Australia, while Goldwind Technology is a leader in the wind power sector, both aligning with Australia's renewable energy goals [4]. Group 3: Investor Sentiment - Australian investment institutions expressed optimism about Chinese companies' technological innovation and their movement towards higher value chains, indicating strong development prospects [5][10]. - The interaction at the roadshow reflected a positive outlook from foreign capital towards the long-term value of the Chinese market [12]. Group 4: Technological Innovation - Chinese companies showcased their commitment to innovation, with Tianqi Lithium emphasizing its market-oriented R&D management system and breakthroughs in lithium extraction technology [7]. - Other companies like MCG and Aoxin have maintained high R&D investment ratios, contributing to advancements in AI and battery technologies [7]. Group 5: ESG Practices - The participating companies have shown consistent improvement in ESG ratings, transitioning from compliance to value creation, which has attracted long-term investors [9]. - Companies like Goldwind Technology and Aoxin are integrating sustainability into their core strategies, enhancing their appeal to investors focused on ESG criteria [9].

Core Viewpoint - The Shenzhen Stock Exchange organized a roadshow in Australia to showcase the innovative development stories of listed companies and highlight investment opportunities in China's capital market during the 14th Five-Year Plan period [1] Group 1: Event Overview - The roadshow is the second consecutive year that the Shenzhen Stock Exchange has organized such an event in Australia, featuring six listed companies focused on green low-carbon and high-end manufacturing sectors [1] - Approximately 70 representatives from major Australian pension funds and asset management companies participated, engaging in discussions about the companies' operational status and innovation achievements [1] Group 2: Industry Focus - The participating companies align closely with Australia's investment hotspots, particularly in the renewable energy and high-end manufacturing sectors [2] - Tianqi Lithium, a leading lithium materials company, integrates deeply with Australia's lithium resource industry, while Goldwind Technology, a leader in wind power, aligns with Australia's renewable energy strategies [2] Group 3: Innovation and Technology - Companies are focusing on technological breakthroughs and increasing R&D investments to drive high-quality development, presenting significant investment opportunities [3] - Tianqi Lithium has established a market-oriented R&D management system, while Megmeet Electric has made breakthroughs in AI data center power supply systems [3] Group 4: ESG Practices - The participating companies have shown a commitment to ESG practices, which are increasingly recognized by long-term investors in Australia [4] - Goldwind Technology has integrated sustainable development into its entire product lifecycle, while Tianqi Lithium and Shenghong Technology have set clear carbon neutrality goals [5]