Core Viewpoint - The article highlights that Goldwind Technology (金风科技) has entered the A-share trillion market capitalization club due to its strategic investments, particularly in the commercial aerospace sector, rather than breakthroughs in its core wind power business [1][8]. Investment in Commercial Aerospace - Goldwind's stock surged following its indirect investment in Blue Arrow Aerospace (蓝箭航天), which is preparing for an IPO, marking a significant moment for the company as it diversifies beyond wind power [1][5]. - Blue Arrow Aerospace aims to raise 7.5 billion yuan for reusable rocket technology and capacity building, with Goldwind holding a 4.14% stake through its subsidiary Jianghan Assets [5][6]. - Goldwind's investment strategy has evolved from small, early-stage investments to a more systematic approach, creating a multi-layered investment network across the wind power and emerging energy sectors [7][9]. Financial Performance and Investment Strategy - Goldwind has reported an average annual investment net income of approximately 2.2 billion yuan from 2022 to 2024, showcasing its effective investment strategy [9]. - The company has strategically invested in key suppliers within the wind power supply chain, such as Jinli Permanent Magnet (金力永磁), ensuring supply chain security and enhancing competitiveness [9][10]. - Goldwind's investments extend to emerging energy sectors, including energy storage and hydrogen energy, with notable investments in companies like Haichen Energy Storage (海辰储能) [9][10]. Market Valuation and Future Outlook - Goldwind's market capitalization reached 134.9 billion yuan, making it the first wind power company to achieve this milestone in the A-share market [1][10]. - There are differing opinions on Goldwind's future valuation; some analysts believe the stock price reflects excessive optimism regarding Blue Arrow's potential, while others maintain a positive outlook based on its diversified investment strategy [10][11]. - The sustainability of Goldwind's trillion market capitalization will be tested as the market evaluates the actual returns from its investments and the profitability of its core business [12].

Core Viewpoint - On January 9, a total of 20 listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1][3]. Group 1: Companies Planning to Reduce Shares - Yihua Tong: Shareholder Zhou Zhuqing plans to reduce no more than 0.02% of shares [2]. - Tongda Electric: Shareholders plan to reduce company shares [2]. - *ST Shengxun: Shareholder Liu Mengran and his concerted parties plan to reduce 2.04% and 2.64% of shares respectively [2]. - Hainan Haiyao: Shareholder Yunnan International Trust plans to reduce no more than 1% of shares [2]. - Goldwind Technology: Shareholder Xinjiang Energy plans to reduce no more than 0.2451% of shares [2]. - Haishun New Materials: Shareholders plan to reduce no more than 0.87% of shares [2]. - Kema Technology: Employee strategic placement asset management plan plans to reduce no more than 0.3528% of shares [2]. - Zhongya Co.: Some executives plan to reduce shares [2]. - Baibang Technology: Director Chen Jin plans to reduce no more than 0.14% of shares [2]. - Yaxiang Co.: Shareholder Zhou Junfang plans to reduce no more than 0.22% of shares [2]. - Dingjie Zhizhi: The largest shareholder, Industrial Fulian, has cumulatively reduced 0.66% of shares [2]. - Hehui Optoelectronics: Shanghai Integrated Circuit Fund plans to reduce no more than 2% of shares [2]. - Heyuan Gas: Changjiang Capital has reduced its holdings to below 5% [2]. - Huati Technology: The actual controller plans to reduce no more than 3% of shares [2]. - Qingyuan Co.: A concerted party of the controlling shareholder plans to reduce no more than 0.17% of shares [2]. - Yongxing Co.: Shareholder Chengtou Investment Company plans to reduce no more than 1.042% of shares [2]. - Jiachih Technology: Shareholder Wen Congyingxi plans to reduce no more than 2.5% of shares [2]. - Western Gold: The third largest shareholder, Jinyuan Company, plans to reduce no more than 1% of shares [2]. - Meirui Mining: Shareholder Li Jian plans to reduce no more than 1% of shares [2]. - Jiankai Technology: Shareholder Wu Kaiti plans to reduce no more than 3% of shares [2].

Core Viewpoint - Goldwind Technology has entered the A-share trillion market value club due to its strategic investments, particularly in the commercial aerospace sector, rather than solely its wind power business [2][3]. Group 1: Stock Performance and Market Reaction - On January 9, Goldwind Technology's A-share stock price hit a record high of 31.94 yuan, with a market capitalization reaching 134.9 billion yuan, marking a cumulative increase of over 56% since the beginning of 2026 and over 100% in the last month [2]. - The surge in stock price is primarily driven by expectations of potential investment returns from its indirect investment in the commercial aerospace company Blue Arrow Aerospace [3][4]. Group 2: Investment Strategy and Portfolio - Goldwind Technology has established a diverse investment ecosystem that extends beyond wind power manufacturing to include sectors like energy storage, hydrogen energy, and commercial aerospace [3][4]. - The company has invested in Blue Arrow Aerospace, holding a 4.14% stake through its subsidiary Jianghan Assets, positioning itself as a significant strategic shareholder [5]. - Goldwind's investment approach has evolved from small, early-stage investments to a more systematic, fund-like operation, currently holding stakes in 21 companies and having invested in 454 companies overall [7]. Group 3: Historical Context and Future Prospects - Goldwind's investment in Blue Arrow Aerospace dates back to 2017, when it participated in a 200 million yuan B-round financing, followed by an additional 300 million yuan in a B+ round [5][6]. - The rapid progress of Blue Arrow Aerospace's IPO process has contributed to the excitement surrounding Goldwind's stock, although uncertainties remain regarding the IPO's success [6]. - Goldwind's average annual investment net income from 2022 to 2024 is approximately 2.2 billion yuan, indicating its strong investment capabilities [7]. Group 4: Industry Position and Competitive Strategy - Goldwind's investments in key suppliers, such as its early investment in Jinli Permanent Magnet, have helped secure its supply chain and enhance competitiveness in the wind power industry [8]. - The company is also focusing on emerging energy sectors, including energy storage and hydrogen energy, to mitigate supply chain risks and capitalize on technological synergies [9]. - Despite its successful investment strategy, there are concerns about the sustainability of its current market valuation, with differing opinions on whether the stock price reflects overly optimistic expectations [10][11][12].

金风科技（002202）(02208)发布公告，公司于2026年1月8日收到公司股东新疆能源(集团)有限责任公司 (以下简称"新疆能源")出具的《关于股份减持计划的告知函》，新疆能源计划自本公告披露之日起15个 交易日后的3个月内(2026年2月2日至2026年5月1日)，以集中竞价方式减持其持有的公司股份不超过 1035.63万股(约占公司总股本的0.2451%)。 ...

智通财经APP讯，金风科技(02208)发布公告，公司于2026年1月8日收到公司股东新疆能源(集团)有限责 任公司(以下简称"新疆能源")出具的《关于股份减持计划的告知函》，新疆能源计划自本公告披露之日 起15个交易日后的3个月内(2026年2月2日至2026年5月1日)，以集中竞价方式减持其持有的公司股份不 超过1035.63万股(约占公司总股本的0.2451%)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 GOLDWIND SCIENCE&TECHNOLOGY CO., LTD.* 金風科技股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司 ) (Stock Code: 02208) 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列金風科技股份有限公司在深圳證券交易所網站刊登的《金風科技股份有限 公司關於股東減持股份的預披露公告》，僅供參閱。 承董事會命 金風科技股份有限公司 馬金儒 公司秘書 北京，2026年1月9日 於本公告日期，公司執行董事為武鋼先生及曹志剛先生；公司非執行董事為高建軍先生、楊 麗迎女士及張旭東先生；公司獨立非執行董事為曾憲芬先生、劉登清先生及苗兆光先生；及 公司職工代表董事為余寧女士。 *僅供識別 股票代码：002202 股票简称：金风科技 公告编号：2026-004 金风科技股份有限公司 （二）截至本公告披露之日，新疆能源持有 ...

股票代码：002202 股票简称：金风科技 公告编号：2026-004 金风科技股份有限公司 关于股东减持股份的预披露公告 公司股东新疆能源（集团）有限责任公司保证向本公司提供的 信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 特别提示： 持有金风科技（以下简称"公司"）股份10,356,270股（约占公司 总股本的0.2451%）的股东新疆能源（集团）有限责任公司（以下简 称"新疆能源"）计划自本公告披露之日起15个交易日后的3个月内 （2026年2月2日至2026年5月1日），以集中竞价方式减持其持有的公 司股份不超过10,356,270股（约占公司总股本的0.2451%）。 （二）截至本公告披露之日，新疆能源持有公司10,356,270股无 限售条件流通股，约占公司总股本的0.2451%。 二、本次减持计划的主要内容 1、减持原因：其自身经营管理需要 2、减持股份来源：以非交易过户方式受让的股份 3、减持方式：二级市场集中竞价方式 4、减持数量及比例：不超过10,356,270股，即不超过公司总股本 的0.2451% ...

每经AI快讯，金风科技1月9日晚间发布公告称，持有金风科技股份约1036万股（约占公司总股本的 0.2451%）的股东新疆能源（集团）有限责任公司（简称"新疆能源"）计划自本公告披露之日起15个交 易日后的3个月内（2026年2月2日至2026年5月1日），以集中竞价方式减持其持有的公司股份不超过约 1036万股（约占公司总股本的0.2451%）。 每经头条（nbdtoutiao）——20余省份机制电价揭晓！上海比山东高84%，浙江比辽宁高31%⋯⋯专家： 企业用电成本仍有下降空间 （记者 王晓波） ...

Core Viewpoint - Xinjiang Energy, a shareholder holding 10.3563 million shares (approximately 0.2451% of total share capital) of Goldwind Technology, plans to reduce its holdings by up to 10.3563 million shares through centralized bidding within several months starting from the announcement date in 2026. The reason for the reduction is due to its own operational management needs, and the shares being sold are from non-trading transfer acquisitions. This reduction will not lead to a change in the company's control nor affect its ongoing operations [1]. Group 1 - Xinjiang Energy holds 10.3563 million shares, representing about 0.2451% of Goldwind Technology's total share capital [1] - The planned reduction of shares will occur through centralized bidding within a specified timeframe in 2026 [1] - The reduction is attributed to Xinjiang Energy's operational management needs and involves shares from non-trading transfer acquisitions [1] Group 2 - The share reduction will not result in a change of control for Goldwind Technology [1] - The ongoing operations of Goldwind Technology will not be affected by this share reduction [1]

Market Overview - On January 9, the Shanghai Composite Index rose by 0.92%, the Shenzhen Component Index increased by 1.15%, and the ChiNext Index went up by 0.77% [1] - A total of 54 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with Kunlun Wanwei (300418.SZ) seeing the highest net inflow of funds at 1.032 billion yuan [1][3] Stock Performance - Kunlun Wanwei closed up by 19.99% with a turnover rate of 16.37%, and it accounted for 10.03% of the total trading volume [1][3] - Other notable stocks included: - Lioo Co., Ltd. (利欧股份) with a 10.03% increase and a net buy of 626.66 million yuan [3] - Zhenlei Technology (臻镭科技) rose by 19% with a net buy of 550.80 million yuan [3][5] - LeiKe Defense (雷科防务) increased by 3.45% with a net buy of 527.70 million yuan [3] Institutional Activity - Institutions participated in 40 stocks on the Dragon and Tiger List, with a total net buy of 542 million yuan, buying 22 stocks and selling 18 [4] - The stock with the highest institutional net buy was Zhenlei Technology, which saw a net buy of 42.24 million yuan [5][13] Northbound Capital - Northbound funds participated in 28 stocks on the Dragon and Tiger List, with a total net buy of 1.228 billion yuan [8] - The stock with the highest net buy from northbound funds was Innovation Medical (创新医疗), with a net buy of 288 million yuan [8][11] Notable Sell-offs - The stock with the highest net sell was Xue Ren Group (雪人集团), with a net sell of 588.52 million yuan, despite a closing increase of 1.7% [4][11] - Other significant net sells included: - Jin Feng Technology (金风科技) with a net sell of 476.88 million yuan [11][14] - Hongyuan Green Energy (弘元绿能) with a net sell of 342.74 million yuan [4][14]