来源：格隆汇APP 格隆汇2月12日丨根据联交所最新权益披露资料显示，2026年2月6日，金风科技(02208.HK)获JPMorgan Chase & Co.以每股均价13.2694港元增持好仓178.7万股，涉资约2371.3万港元。 | 法格局局 | 大股票/董事/最准行政人員名 作出損量的 廣入/費出或康及的 每股的平均價 | | | 的有傳出的股份數目 信已發行的 南關車体的目期相關法國股份 國權證據在 | | | | --- | --- | --- | --- | --- | --- | --- | | | DISTREE | | | (请都是上述*註 淘投票權股(日/月/年) 繼觉 | | | | | | | | 网上网站 | | | | CS20260211E00251 JPMorgan Chase & Co. | 1101(L) | 1,787,045(L) | HKD 13 2694 | 47,782,646(L) | 6.17(L)06/02/2026 | | | | | | | 24,961,827(S) | 3.22(S) | 15-12-12-2011 | | | | | | 14 ...

香港联交所最新资料显示，2月6日，摩根大通增持金风科技(02208)178.7045万股，每股作价13.2694港 元，总金额约为2371.3万港元。增持后最新持股数目约为4778.26万股，最新持股比例为6.17%。 ...

香港联交所最新资料显示，2月6日，摩根大通增持金风科技（002202）(02208)178.7045万股，每股作价 13.2694港元，总金额约为2371.3万港元。增持后最新持股数目约为4778.26万股，最新持股比例为 6.17%。 ...

Group 1 - The core point of the news is the resignation of Li Fei, the Vice President of Goldwind Technology, due to personal health reasons, effective immediately upon the board's receipt of his resignation letter [1] - Li Fei has been with the company for nearly 20 years, serving as Vice President for over six years, and his resignation will not affect the company's normal operations [1][4] - In 2024, Li Fei received a pre-tax compensation of 4.105 million yuan, and he increased his shareholding from 0 to 400,000 shares due to stock incentive grants [4][5] Group 2 - Goldwind Technology reported a revenue of 48.147 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 34.34%, and a net profit of 2.584 billion yuan, up 44.21% year-on-year [6] - The increase in net profit is attributed to higher gross profit and changes in fair value, despite a decrease in investment income [6] - The European Commission has initiated an in-depth investigation into Goldwind Technology's production, sales, and related services of wind turbines within the EU under the Foreign Subsidies Regulation [6][7]

编辑/李冉 来源/赶碳号科技 光伏的出路在哪里？有时需要向行业以外探寻，比如我们的近亲"储能"，比如风电。 在2022年光伏的高光时刻，光伏人是多少有点瞧不上风机企业的，风机一直很卷，基本上可以按份量 卖。但风水轮流转，从去年开始风电竟然越来越香，光伏组件自己却沦落成了栅栏。 最近关注金风科技这家企业，不是因为它的全球化被竞争对手远景甩开了有多远，而是在投资方面真的 无敌。 从正在IPO的蓝箭航天，到去年的机器人概念大妖股上纬新材，都有金风的身影。金风身处大西北，投 资布局却踩在最前沿。 这究竟是一家靠人脉关系干投资的企业，还是真的有两把刷子？这样一家制造企业的"不务正业"，又带 给光伏企业怎样的启示？ 刚卖了机器人，又搭上了火箭 多年以前，一位老领导曾经感慨，上海为什么出不了马云？借用这句话，如今赶碳号也有些感慨，光伏 为什么出不了金风呢？ 最近，商业火箭第一股——蓝箭航天科创板IPO的审核状态变更为"已问询"。这家企业拟募资75亿元， 市场推算其估值或达750亿元。 金风科技通过旗下平台参与持股，持股比例约为4.14%。以发行后股比计算，金风科技持有的蓝箭航天 股权大概能值到28个亿。 | 序号 | 股东 ...

Group 1: Photovoltaic Industry - The photovoltaic industry is experiencing a clear upward trend due to supply-side clearing and demand-side support, with expectations of profitability recovery in 2026 as inefficient companies exit the market and leading firms enhance efficiency through technological upgrades [1][14] - In 2025, China's photovoltaic industry saw a significant increase in installed capacity, reaching 315.07 GW, with a year-on-year growth rate of 13.67%, despite a slowdown in the second half of the year [14][16] - The introduction of policies aimed at preventing "involution" in the industry has led to a recovery in prices, with polysilicon prices rising over 50% from June to November 2025, indicating a shift towards a more rational pricing environment [22][29] Group 2: Wind Power Industry - The wind power industry is expected to benefit from a favorable supply-demand structure, with significant growth anticipated in offshore wind projects and exports, particularly in 2025 [1][3] - The domestic wind power market is projected to continue its growth trajectory, with offshore wind becoming a key focus area, supported by increasing demand for domestic and international markets [1][3] - Investment recommendations include focusing on leading manufacturers in the wind turbine sector and companies involved in high-barrier components such as submarine cables, which are expected to see increased demand [3][3] Group 3: New Energy Vehicles - The new energy vehicle sector in China is projected to achieve sales of 16.49 million units in 2025, reflecting a year-on-year growth of 28.2%, driven by stable market demand and improved product structures [2][3] - The industry is witnessing a recovery in profitability as supply-side chaos is effectively managed, with significant price increases in key materials like lithium hexafluorophosphate and vinyl carbonate [2][3] - The transition to a high-quality development phase is expected in 2026, supported by technological innovations and enhanced supply chain capabilities [2][3] Group 4: Lithium Battery Industry - The lithium battery industry is experiencing a recovery in profitability as inefficient production capacity is eliminated, with key materials seeing price increases and demand from new energy vehicles and energy storage continuing to rise [8][8] - Recommendations include focusing on leading companies in the battery and structural components sectors, which are expected to benefit from the industry's recovery [8][8] - The commercialization of solid-state batteries is accelerating, with several companies making significant progress in this area [8][8]

Core Viewpoint - Key events for Goldwind Technology in 2026 include financial reports, regulatory investigations, business progress, and investment milestones, with specific timelines subject to change based on official disclosures from the company [1] Financial Performance - The company is scheduled to disclose its 2025 annual report on March 28, 2026, which will include full-year financial data and business details [2] Regulatory Situation - The European Commission initiated an in-depth investigation into Goldwind Technology on February 4, 2026, under the Foreign Subsidies Regulation, focusing on whether government subsidies distort market competition. The investigation is expected to last until autumn 2027 [3] - On February 10, the company announced it would provide performance guarantees for its Italian subsidiary, signaling normal business operations [3] Company Status - Goldwind Technology's stake in Landspace Technology was accepted for IPO on the Sci-Tech Innovation Board as of December 31, 2025. As the sixth-largest shareholder, the company holds approximately 4.14% of shares. The progress of the IPO review and listing may impact valuation [4] Business Progress - The first phase of the green methanol project in Xingan League, with a capacity of 250,000 tons, has been put into production and is expected to reach full capacity by the second quarter of 2026. The company has signed supply agreements with shipping giants like Maersk, which is anticipated to contribute to performance growth starting in 2026 [5] Project Advancement - The wind-solar hydrogen production project in Urat Front Banner received pre-approval from the Inner Mongolia Energy Bureau in January 2026, with a total investment of 18.92 billion yuan. The project plans to build 3GW of wind power capacity to support green hydrogen production and green ammonia, implemented in two phases. Future construction progress will be closely monitored [6]

（文章来源：证券日报） 证券日报网讯 2月11日，金风科技在互动平台回答投资者提问时表示，公司深度聚焦风电行业，同时关 注可再生能源相关领域的技术与市场机会。 ...

Group 1 - The European Commission has initiated an in-depth investigation into Goldwind Technology (002202) under the Foreign Subsidies Regulation, focusing on whether government subsidies distort competition in the EU market, with the investigation expected to last until autumn 2027 [1] - The Chinese Ministry of Commerce has expressed concerns over the targeted and discriminatory nature of the investigation [1] - Goldwind Technology announced a performance guarantee of 159 million RMB for its Italian subsidiary to support local wind power projects, signaling business continuity [1] Group 2 - Following the EU investigation, Goldwind Technology's A-share price experienced significant volatility, dropping by 9.02% on February 5, closing at 24.82 RMB, with a cumulative decline of 6.67% over five days; however, the stock has risen by 24.80% year-to-date, indicating a mix of long-term confidence and short-term pressure [2] - Institutional reports suggest that the company's wind turbine profitability is expected to recover, with green methanol business potentially contributing to growth from 2026; CICC maintains a target price of 25.8 RMB for A-shares [3] - Ping An Securities believes the EU investigation will have limited short-term impact on wind turbine exports but increases future market uncertainty, while maintaining a positive outlook on the competitiveness of China's wind power industry [3]

格隆汇2月11日丨金风科技(002202.SZ)公布，公司董事会于今日收到公司副总裁李飞先生的书面辞职报 告，因个人须优先关注自身健康原因，李飞先生辞去公司副总裁职务，其原定任期至公司第九届董事会 届满。 ...