文｜财华社 港股风电板块汇聚了约10家相关企业，今年以来该板块持续火热，多只个股表现亮眼。 年初至今，风电齿轮传动设备厂商中国高速传动(00658.HK)和风电整机制造龙头金风科技(02208.HK)股价均累计涨超100%，东方电气(01072.HK)、大唐新能 源(01798.HK)和龙源电力(00916.HK)亦走势强劲。 在A股上市的海上风电装备厂商大金重工(002487.SZ)也不甘示弱，公司股价今年以来累计上涨接近130%，领跑整个A股风电板块。 趁此东风，大金重工近期正式向港交所递交招股书，迈出"A+H"两地上市的关键一步。 中国与欧洲是全球海上风电最大的两个市场，欧洲更是装机与消耗量最高的地区之一。 大金重工可称为欧洲风电市场的"幸运儿"。自2019年进入该市场以来，公司已几乎成功通过了欧洲所有主要海上风电开发商的供应商资格审查，成为多个项 目的独家或其中一家主要供应商。同时，截至目前，公司是亚太区唯一实现海工产品交付欧洲市场的供应商。 这意味着，大金重工已与欧洲海上风电市场的增长深度绑定，成为精准卡位、并从中持续获益的"关键玩家"。 以2025年上半年单桩销售金额计，大金重工是欧洲市场排名第一 ...

Group 1 - China High-Speed Transmission (00658) shares rose over 10%, reaching a price of 1.52 HKD with a trading volume of 8.38 million HKD [1] - The company reported a mid-year performance for 2025, with customer contract revenue of 9.979 billion RMB, a year-on-year decrease of 1.8%, and a gross profit of 1.852 billion RMB, an increase of 36.7% year-on-year [1] - The loss attributable to the company's owners narrowed to 136 million RMB, a reduction of 74.3% year-on-year [1] Group 2 - The decline in sales revenue was primarily due to the suspension of trade operations since November 2024, despite an increase in sales of wind power gear transmission equipment [1] - CICC's research report indicates a gradually optimistic outlook for domestic wind power demand in 2026, with a significant increase in industry output expected after 2025 [1] - The forecast for new domestic wind power installations in 2026 is set at 120-130 GW, with potential downward pressure, particularly in onshore wind installations, while offshore wind installations are expected to grow significantly [1]

Company Summary - China High-Speed Transmission's stock rose over 10%, reaching HKD 1.52 with a trading volume of HKD 8.38 million [1] - The company reported a mid-year performance for 2025, with customer contract revenue of RMB 9.979 billion, a year-on-year decrease of 1.8% [1] - Gross profit increased to RMB 1.852 billion, reflecting a year-on-year growth of 36.7% [1] - The loss attributable to shareholders narrowed to RMB 136 million, a reduction of 74.3% year-on-year [1] - The decline in sales revenue was primarily due to the suspension of trading operations since November 2024, despite an increase in sales of wind power gear transmission equipment [1] Industry Outlook - CICC's report indicates a gradually optimistic outlook for domestic wind power demand in 2026, following a significant increase in industry output value in 2025 [1] - The forecast for new installed capacity of domestic wind power in 2026 is projected to be between 120-130 GW, with potential downward pressure year-on-year, mainly due to a slight decrease in new land-based wind installations [1] - The report anticipates a substantial increase in new offshore wind installations in 2026, estimated at 13-17 GW, contributing to a stable growth in the domestic wind power output value [1]

（原标题：中国高速传动(00658)发布中期业绩，股东应占亏损1.36亿元，同比收窄74.3%） 智通财经APP讯，中国高速传动(00658)发布2025年中期业绩，客户合约收入99.79亿元(人民币，下同)， 同比下降1.8%;公司拥有人应占亏损1.36亿元，同比收窄74.3%;每股基本亏损0.083元。 回顾期内，集团销售收入同比下跌，主要是由于贸易业务自2024年11月起已暂停，以及风电齿轮传动设 备的销售上升所致。 ...

回顾期内，集团销售收入同比下跌，主要是由于贸易业务自2024年11月起已暂停，以及风电齿轮传动设 备的销售上升所致。 中国高速传动(00658)发布2025年中期业绩，客户合约收入99.79亿元(人民币，下同)，同比下降1.8%;公 司拥有人应占亏损1.36亿元，同比收窄74.3%;每股基本亏损0.083元。 ...