"海工事业部已组建国内、国外两个市场营销团队……积极开拓欧洲、日韩、东南亚等海外市场。"8月 27日，天顺风能（002531）（002531.SZ）董事、副总经理、董事会秘书朱彬在公司业绩说明会上表 示，预计公司三季度交付量会显著提升。 2005年成立的天顺风能主营风电装备制造、风力发电等业务。2025年上半年，公司实现营业收入21.89 亿元，同比下降3.08%；归母净利润5380.30万元，同比下降75.08%。 风电装备业务作为天顺风能营收支柱今年上半年实现营收13.81亿元，占比63%。发电板块，截至报告 期末天顺风能累计在运风电场1583.8MW，实现发电营业收入6.9亿元，占比32%。 天顺风能风力装备板块毛利率已降至-2% 蚕食了2800万毛利 今年上半年天顺风能来自海外市场的营收占比仅3.40%。公司此前已宣布在德国建设海工基地以推进本 地化生产并拓展海外订单。就该工厂进展，天顺风能曾在8月回复投资者表示，在欧洲投资建设一个大 型海工工厂不是一蹴而就的事， 德国工厂今年十月一日前达不到投产目标。 据朱彬介绍，公司海外事业部营销团队将充分发挥德国基地的本地化优势，拓展欧洲大型单管桩市场。 半年报 ...

风电装备业务作为天顺风能营收支柱今年上半年实现营收13.81亿元，占比63%。发电板块，截至报告 期末天顺风能累计在运风电场1583.8MW，实现发电营业收入6.9亿元，占比32%。 天顺风能风力装备板块毛利率已降至-2% 蚕食了2800万毛利 自2023年开始，天顺风能加快推进其风电装备业务从陆上到海上的转型——也即公司所谓的"陆向海"。 2024年，天顺风能完成陆上装备业务的收缩及内部整合，原塔筒与叶片业务整合为"风能装备事业部"， 同时进一步将发展重心转向海上风电和海洋工程装备制造。 不过转型带来的阵痛在所难免。半年报显示，天顺风能风力装备板块毛利率已降至-2%，较上年同期下 降了超过11个百分点，蚕食了近2800万元的毛利，其中风电海工业务实现营业收入2.1亿元，毛利率 为-3.94%。 公司解释称，利润下滑是由于陆上风能装备事业部维持战略收缩态势，且海工装备事业部部分项目延至 三季度交付，当期交付量不足，成本摊销高，对整体利润造成影响。 "海工事业部已组建国内、国外两个市场营销团队……积极开拓欧洲、日韩、东南亚等海外市场。"8月 27日，天顺风能（002531.SZ）董事、副总经理、董事会秘书朱彬在 ...

长江商报消息 ●长江商报记者 潘瑞冬 央企巨头中国中车（601766.SH、01766.HK）半年度业绩大增。 日前，中国中车发布2025年半年报，2025年上半年，中国中车实现营业收入1197.58亿元，同比增长 32.99%；归母净利润72.46亿元，同比增长72.48%。对于业绩增长，公司称主要是产品销量增长所致。 2025年上半年，中国中车接连新签订单，金额约1460亿元，其中新签海外订单约309亿元。 同时，中国中车继续加码研发。2025年上半年，公司的研发费用为67.79亿元，同比增长16.99%。报告 期内，公司新增专利申请1630项，其中发明专利1216项、海外专利37项。 新签订单约1460亿 半年报显示，2025年上半年，中国中车实现营业收入1197.58亿元，同比增长32.99%；归母净利润72.46 亿元，同比增长72.48%；扣非净利润为66.61亿元，同比增长98.25%，接近翻倍。 同时，中国中车持续加码研发，巩固竞争优势。2020年以来，公司年度研发费用均超过130亿元，2024 年逼近160亿元。近五年公司研发费用累计达到698.66亿元，投入金额及占比总体呈现稳步增长趋势。 ...

中企还积极参与阿联酋风能领域的建设。由中国电建集团承包的阿联酋风电示范项目自2023年顺利 建成并投入运营以来，年发电量可满足2.3万多户家庭的用电需求，每年减少12万吨碳排放。 在沙特阿拉伯第二大城市吉达以南，大量光伏板在沙漠中铺开。由中国企业承建的阿尔舒巴赫光伏 电站预计35年内的总减排效果相当于新植树5.45亿棵，成为中国方案推动全球能源绿色转型合作的一个 范例。 新华社北京/迪拜8月26日电 题："风""光"无限 中阿共绘"一带一路"绿色图景 新华社记者陈霖 温新年 在广袤的戈壁滩上，耸立着一个个高度超过200米的巨型发电风车。每台风车转一小时，能生产约 5000度电，足够20个家庭用一个月。 一片片光伏板齐整铺展延伸向远方，还有耸立在戈壁滩上的光热塔，远远望去，仿佛有一轮太阳从 地平线上升起。 近年来，中国与阿拉伯国家在可再生能源方面的合作取得巨大进展。目前，中国已建成全球最大、 最完整的新能源产业链。中国为世界提供了80%以上的光伏组件和70%的风电装备。在共建"一带一 路"倡议推动下，中国经验和设备在阿拉伯地区落地，帮助当地国家更好利用清洁可再生能源。 在阿联酋首都阿布扎比的沙漠深处，由中国公司 ...

大金重工 20250826 摘要 大金重工 2025 年上半年营收 28.4 亿元，同比增长一倍，风电装备销量 增长 43%，其中出口海工销量增长 105%，出口业务占比接近 80%。 公司海外业务显著增长，累计签单金额达 30 亿元，在手订单超 100 亿 元，主要集中在欧洲北海和波罗的海海风项目，出口毛利率突破 30%， 远高于 2024 年的 27.6%。 大金重工资产周转天数从 281 天降至 109 天，资产运营能力显著增强。 总资产达 134 亿元，资产负债率升至 42.3%，可用现金 33.6 亿元，短 期偿债能力无忧。 公司积极拓展新业务，包括远洋航运和新能源发电。十里海 250 兆瓦渔 光互补项目已全容量并网，在手新能源项目规模达 500 兆瓦，在建陆上 风电规模近 1 吉瓦。 欧洲海上风电市场前景广阔，2024 年贡献了全球拍卖量的 41.2%，大 金重工在欧洲市场中标率达 75%，占据超过 50%的市场份额，并计划 在欧洲建立航母基地。 Q&A 大金重工 2025 年上半年经营业绩表现如何？ 2025 年上半年，大金重工的经营业绩表现卓越，净资产收益率达到 7.27%， 同比去年增长了两 ...

高端装备制造业实现集群式跃升。哈密建成全疆最大、产业链最全的风电装备制 造基地，本地化生产率超70%，具备年产风电整机2200万千瓦、叶片1320套、塔筒40万 吨能力。重型齿轮箱、退役叶片循环利用等项目持续补链强链，光伏、储能、氢能等 高端装备板块加速集聚，成为区域能源产业的关键支撑。 新华社客户端乌鲁木齐8月25日电（记者 杜刚）25日，记者从新疆维吾尔自治区 人民政府举行的新闻发布会了解到，近年来哈密市坚定不移推进新型工业化，构建以 煤炭煤化工、新能源、装备制造、新材料和新质生产力为主导的现代工业体系，工业 经济实现从弱到强、从规模扩张到质效并举的历史性跨越。 煤炭煤化工产业积厚成势，成为工业增长核心引擎。哈密煤炭资源丰富，预测资 源量达5708亿吨，含油率高、品质优异，是国家煤制油气战略基地。目前已形成煤制 甲醇、煤焦油加工、荒煤气制乙二醇等完整产业链，煤炭年转化量近7000万吨，建成 一批国家级示范项目。2024年工业增加值较2012年增长4.8倍，占全市经济比重57.6%， 提高23.8个百分点。 新能源产业动力强劲，绿色转型成效显著。哈密电力总装机容量3486万千瓦，新 能源装机占比67.8%， ...

受习近平总书记嘱托，连日来，中央代表团带着党中央的深切关怀和全国人民的深情祝福，深入雪域高 原，把党的温暖送到西藏各族人民心头，受到当地各族干部群众的热烈欢迎。西藏各族干部群众表示， 一定沿着总书记指引的方向，共建中华民族共同体，书写美丽西藏新篇章，用实际行动为建设团结富裕 文明和谐美丽的社会主义现代化新西藏努力奋斗。 没有共产党就没有社会主义新西藏 短短几十年，跨越上千年。今天的西藏，社会稳定、经济发展、民族团结、宗教和睦、生态良好、边防 巩固、人民安居乐业，呈现出一派欣欣向荣、生机勃勃的景象。西藏各族人民发自内心感党恩、听党 话、跟党走。 作为翻身农奴的后代、新西藏的见证者，拉萨市城关区塔玛村第四期小康示范江冲小区居民拉巴一家对 雪域高原这些年的沧桑巨变深有体会。在党的政策关怀下，今年81岁的拉巴不仅可以每年领取高龄老人 补贴、特别扶助金等生活补助，还能每周享受社区卫生服务中心家庭医生的上门健康体检服务。 西藏发展有自身特点，要从实际出发推动高质量发展。这些年，西藏清洁能源、文化旅游、高原轻工业 等现代产业蓬勃发展，生态安全屏障日益牢固，西藏高质量发展的潜力不断释放、活力持续激发。 "在旧西藏，我们家连糌 ...

Core Insights - The manufacturing industry is emphasized as the foundation of national strength and economic development, with a focus on high-quality growth and strategic importance in the context of global changes [1][3][23]. Manufacturing Industry Development Trends - In the first half of the year, manufacturing value added grew by 7%, outpacing GDP growth by over 1 percentage point, indicating an increasing share of manufacturing in GDP [2][3]. - Manufacturing investment increased by 7.5%, significantly higher than the overall fixed asset investment growth of 2.8% [2]. - Exports of manufacturing products rose by 7.2%, showcasing manufacturing as a key driver of economic growth amid challenges in other sectors like real estate [2][3]. Structural Changes in Manufacturing - High-end equipment manufacturing saw value added growth exceeding 10%, indicating a shift towards advanced manufacturing [2][3]. - High-tech manufacturing value added grew by 9.5%, surpassing the overall manufacturing growth rate by 2.5 percentage points, with significant increases in industrial robots and 3D printing equipment [2][3]. Trends in High-end, Intelligent, and Green Manufacturing - The transformation of manufacturing is characterized by high-end, intelligent, and green development, with significant progress in high-tech industries and equipment [3][4]. - The integration of artificial intelligence into manufacturing processes is increasing, with examples of AI applications in production and the development of intelligent robots [4][5]. - The production of new energy vehicles and related products is growing rapidly, contributing to the green transformation of the economy [4][5]. Policy Support and Market Dynamics - Government policies have played a crucial role in supporting manufacturing, with increased funding and expanded product coverage under the "two new" policies [6]. - Despite challenges such as price index declines and demand pressures, the manufacturing sector remains resilient and is seen as a core growth driver for the economy [6][7]. Export Dynamics and Global Market Position - While exports to the U.S. have declined due to tariffs, overall goods exports still grew by 7.2%, driven by strong performance in emerging markets [7][8]. - The competitiveness of Chinese manufacturing is highlighted by the high proportion of electromechanical products in total exports, which reached 60% [7][8]. Future Manufacturing Strategy - The manufacturing sector's share of GDP is projected to be around 24.9% in 2024, which is still above the global average of approximately 15% [9][10]. - Maintaining a reasonable share of manufacturing is essential, with a focus on balancing supply and demand dynamics and avoiding excessive declines [9][10][11]. - The future direction includes enhancing technological capabilities, product quality, and cultural value in manufacturing [23][24]. Key Areas for Development - Traditional industries are encouraged to innovate and learn from global best practices, while emerging industries like new energy vehicles and biopharmaceuticals are identified as future pillars of growth [24][25]. - Investment in future industries, particularly in general-purpose technologies, is crucial for driving innovation and maintaining competitiveness [25][26].

Core Viewpoint - The article highlights that a listed company primarily engaged in wind power equipment manufacturing, Goldwind Technology, has achieved significant investment gains, earning 1.962 billion RMB in investment income, surpassing its net profit of 1.86 billion RMB for the same period [1][15]. Group 1: Investment Performance - Goldwind Investment Holdings, a subsidiary of Goldwind Technology, has been actively reducing its stake in its affiliate, Upwind New Materials, amid a substantial rise in the latter's stock price [1][7]. - Since July, Goldwind Investment has sold 1.6328 million shares of Upwind New Materials, generating over 100 million RMB in cash [1][2]. - The stock price of Upwind New Materials surged by 992.54% from July 9 to August 12, 2025, during which Goldwind Investment began its selling activities [7][8]. Group 2: Market Dynamics - Upwind New Materials, which had a market capitalization of only 1.004 billion RMB at its IPO in 2020, saw a dramatic increase in its valuation following a major acquisition by a prominent robotics company [5][14]. - The stock price of Upwind New Materials has significantly outperformed major indices, raising concerns about its disconnection from the company's fundamental performance [11][12]. - Goldwind Technology's investment strategy includes diversifying across various sectors, including renewable energy and advanced materials, to mitigate risks and enhance financial performance [15][16]. Group 3: Financial Implications - Goldwind Technology's investment income has become a crucial support for its revenue, with a reported investment value of 1.754 billion RMB by the end of 2024 [15]. - The article notes that while many companies are engaging in stock market investments, there are risks associated with such strategies, including potential impacts on operational cash flow and market perception [16].

Group 1 - The core idea of the articles emphasizes the significant progress in ecological development in China, particularly the achievements related to the "Green Mountains and Clear Waters are Gold and Silver Mountains" concept, which has been in place for 20 years [1] - China's forest coverage rate has increased to over 25%, contributing to a quarter of the global increase in greening [1] - The ecological environment in China has been continuously improving due to coordinated efforts in carbon reduction, pollution control, and green expansion [1] Group 2 - The urban environment in cities like Beijing has improved significantly, with initiatives such as the "no-waste city" and "low-carbon city" trials enhancing the quality of life for citizens [2] - The "Photovoltaic + Desertification Control" model has been promoted in various regions, combining renewable energy development with ecological restoration and agricultural growth [4] - China's new energy vehicle production and sales have ranked first globally for ten consecutive years, indicating a successful transition towards green and low-carbon energy [4] Group 3 - China is the world's largest exporter and investor in clean energy, providing over 80% of global photovoltaic components and 70% of wind power equipment, which has significantly reduced the costs of wind and solar power [7] - The country is actively participating in global ecological governance, offering valuable examples for other nations in their green and low-carbon development efforts [7] - The commitment to ecological priority and green development is seen as essential for achieving a harmonious coexistence between humanity and nature in China's modernization efforts [7]