证券代码：301155 证券简称：海力风电 公告编号：2026-004 二、担保进展情况 近日，公司全资子公司海力滨海与兴业银行股份有限公司南通分行（以下简 称"兴业银行"）签订了《项目融资借款合同》（以下简称"《借款合同》"）。 为支持全资子公司的发展，公司为上述业务提供连带责任保证，并与兴业银行签 订了《保证合同》，担保限额人民币45,000万元。 江苏海力风电设备科技股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 一、担保情况概述 江苏海力风电设备科技股份有限公司（以下简称"海力风电"或"公司"）于 2025年10月27日召开第三届董事会第十三次会议，审议通过了《关于公司为子公 司提供担保额度预计的议案》。为更好地实施公司发展战略，满足全资子公司海 力风电设备科技（滨海）有限公司（以下简称"海力滨海"）经营发展需要，公 司为海力滨海向银行等金融机构办理授信及借款等融资事项提供不超过人民币 4.5亿元担保额度。具体内容详见公司于2025年10 月28日在巨潮资讯网 （www.cninfo.com.cn）披 ...

证券之星消息，2月2日风电设备板块较上一交易日下跌1.85%，海力风电领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601615 | 明阳智能 | 23.86 | 2.84% | 146.15万 | | 34.83 Z | | 600072 | 中船科技 | 11.73 | 2.18% | 46.61万 | | 5.56亿 | | 002531 | 天顺风能 | 7.98 | 1.40% | 0 90.88万 | | 7.37亿 | | 603507 | 振江股份 | 28.59 | 0.53% | 6.75万 | | 1.96/Z | | 300129 | 泰胜风能 | 13.70 | 0.07% | 63.27万 | | 8.75亿 | | 601218 | 吉鑫科技 | 5.41 | -0.55% | 30.89万 | | 1.69亿 | ...

Summary of Key Points from Conference Call Records Industry Overview - **Industry Focus**: The records primarily discuss the lithium battery, sodium battery, wind power, and photovoltaic sectors, highlighting recent developments and future expectations in these industries. Lithium Battery Sector - **National Capacity Pricing Policy**: The introduction of the national capacity pricing policy is expected to increase the Internal Rate of Return (IRR) for energy storage by over 3%, with more provinces likely to adopt energy storage solutions by 2026 [1] - **Lithium Battery Production**: In February, lithium battery production is projected to decrease by over 10%, indicating that the production season is not as weak as anticipated [1] - **Sodium Battery Testing**: Ningde has initiated winter testing with multiple automotive companies for sodium batteries, with expectations for mass production in Q2 [1] - **Investment Focus**: The preferred investment hierarchy includes energy storage cells (Penghui) > lithium iron phosphate cathodes > energy storage integration (Haibo) > separators (Enjie), copper, and aluminum foil (Nord and Dingsheng) [1] Sodium Battery Sector - **Lithium Carbonate Price Adjustment**: A new round of price increases for lithium carbonate is anticipated following adjustments, with strong downstream purchasing activity observed after recent price drops [2] - **Wind Power Sector Performance**: Recent performance forecasts for the wind power sector have largely fallen short of expectations due to a decline in Q4 shipments and year-end impairments, indicating a confirmed bottom for the main engine sector [2] - **Investment Recommendations**: Recommended stocks include Jinlei Co., Daikin Heavy Industries, and major engine manufacturers (Goldwind, SANY, Yunda, Mingyang) [2] Photovoltaic Sector - **Space Photovoltaics**: The application by SpaceX to deploy 1 million satellites to create a space data center reinforces the logic behind space photovoltaics [3] - **Cost Reduction in Battery Production**: The high silver prices and technological breakthroughs have led to an average cost reduction of over 0.15 CNY/W in copper-based batteries, indicating a potential explosion in the no-silver industrialization [3] - **Investment Focus**: The preferred investment hierarchy includes equipment manufacturers (Liancheng, Lap, Maiwei, Yujing) and battery materials (Bojian, Foster, Kaisheng, Juhua, Dike, Risheng, Junda) [3] AIDC (Artificial Intelligence Data Center) Sector - **New Bidding Opportunities**: The domestic supply chain is entering a new round of bidding, with ByteDance shifting its focus to high-voltage direct current solutions and Nvidia tightening certification for liquid cooling [3] - **Production Increase**: The production capacity of Yingwei's QD is expected to increase by 20 times in Q1, indicating a strong alignment with Nvidia's ecosystem [3]

电新周观点更新：好看太空光伏、储能、锂、钠电 锂电：全国容量电价政策落地，储能爆发确定 #周度变化：1）全国容量电价政策出台，预计储能IRR增加 3%以上，26年会有更多省份储能0-1；2）2月锂电排产 中枢环降10%+，排产淡季不淡；3）钠电宁德开启多个车企冬季测试，Q2有望批量出货。 电新周观点更新：好看太空光伏、储能、锂、钠电 锂电：全国容量电价政策落地，储能爆发确定 #周度变化：1）全国容量电价政策出台，预计储能IRR增加 3%以上，26年会有更多省份储能0-1；2）2月锂电排产 中枢环降10%+，排产淡季不淡；3）钠电宁德开启多个车企冬季测试，Q2有望批量出货。 看好环节排序：储能电芯（鹏辉）＞铁锂正极＞储能集成（海博）＞隔膜（恩捷）、铜铝箔（诺德、鼎胜）、 6F等。 #周度变化：风电板块业绩预告密集落地，受q4出货量下降和年底减值影响，业绩多数不及预期；其中主机板块低 价单已大幅出清，确定性底部已现，预计26Q1毛利率整体开启修复。 看好标的排序：首推金雷股份、大金重工以及主机（金风、三一、运达、明阳）；海风链—塔桩（泰胜、天 顺），海缆（东缆、中天），此外现阶段建议重点关注海力风电。 看好环节排 ...

Investment Rating - The report maintains a "Recommended" rating for key companies in the electric equipment and new energy sector, including Ningde Times, Kodali, and others [6][7]. Core Insights - The electric equipment and new energy sector experienced a decline of 5.10% in the past week, underperforming the Shanghai Composite Index. The lithium battery index saw the smallest drop at 1.03%, while the nuclear power index faced the largest decline at 8.96% [1]. - A significant development is the mass production of aviation-grade solid-state batteries by XWANDA, which includes two product lines with energy densities of 320Wh/kg and 380Wh/kg, aimed at various applications including eVTOLs [2][15]. - The National Development and Reform Commission and the National Energy Administration have announced a new capacity compensation mechanism for power generation, expanding the scope to include various energy sources and enhancing market-oriented reforms [3][37]. Summary by Sections New Energy Vehicles - XWANDA has achieved mass production of aviation-grade solid-state batteries, with Gen1 targeting lightweight drones and Gen2 designed for eVTOLs, featuring a 10-minute fast charge and a range of 320km [2][15]. - The company plans to introduce a Gen3 battery with over 400Wh/kg energy density by 2026 and a 500Wh/kg all-solid-state battery by 2027 [15][19]. New Energy Generation - The new capacity compensation mechanism aims to create a more market-oriented and unified system, allowing various energy sources to participate in capacity compensation [3][38]. - The mechanism will assess the "reliable capacity" based on actual peak output rather than installed capacity, enhancing the scientific evaluation of capacity value [38][39]. Electric Equipment and Automation - Hunan Province plans to invest 45.2 billion yuan in 2026 to accelerate the construction of 24 key energy projects, including the "Xinjiang Electricity into Hunan" project [4]. - The China Electric Power Research Institute has successfully scaled up the application of high-performance transformer protection technology in national grid projects [4]. Commercial Aerospace - SpaceX is seeking to deploy a constellation of up to 1 million satellites to create an orbital AI data center, supporting large-scale AI applications globally [5]. Company Earnings Forecasts - Key companies such as Ningde Times and Kodali are projected to have increasing earnings per share (EPS) from 2024 to 2026, with recommended ratings indicating strong future performance [6].

Investment Rating - The report maintains a "Recommended" rating for key companies in the electric equipment and new energy sector, including Ningde Times, Kodali, and others [6][7]. Core Insights - The electric equipment and new energy sector experienced a decline of 5.10% in the past week, underperforming the Shanghai Composite Index. The lithium battery index saw the smallest drop at 1.03%, while the nuclear power index faced the largest decline at 8.96% [1]. - A significant development is the mass production of aviation-grade solid-state batteries by XWANDA, which includes two product lines with energy densities of 320Wh/kg and 380Wh/kg, targeting various applications including eVTOLs [2][15]. - The National Development and Reform Commission and the National Energy Administration have announced a new capacity compensation mechanism for power generation, aiming to create a more market-oriented and unified system [3][37]. Summary by Sections New Energy Vehicles - XWANDA has achieved mass production of aviation-grade solid-state batteries, with Gen1 (320Wh/kg) for lightweight drones and Gen2 (380Wh/kg) for eVTOLs, featuring fast charging and high safety standards [2][15][19]. - The company plans to introduce Gen3 batteries with over 400Wh/kg energy density by 2026 and 500Wh/kg full solid-state batteries by 2027 [15][21]. New Energy Generation - The new capacity compensation mechanism expands the scope to include coal and gas power, as well as independent storage resources, promoting a more scientific and market-driven approach [3][38]. - The mechanism aims to unify compensation standards based on actual peak output capabilities rather than installed capacity, enhancing the reliability of power supply [38][39]. Electric Equipment and Industrial Control - Hunan Province plans to invest 45.2 billion yuan in 2026 to accelerate the construction of 24 key energy projects, including high-voltage transmission projects [4]. - The China Electric Power Research Institute has successfully scaled up the application of high-performance transformer protection technology in major power projects [4]. Commercial Aerospace - SpaceX is seeking to deploy a constellation of up to 1 million satellites to create an orbital AI data center, indicating a significant advancement in commercial aerospace [5]. Market Performance - The report highlights key companies to watch, including Ningde Times, Kodali, and others, as they navigate the current market dynamics [12].

经济观察网海力风电（301155）公告，预计2025年度净利润为3.27亿元–4亿元，同比增长 394.76%-504.71%。报告期内，海上风电行业整体呈现复苏态势，为公司发展提供了有利的外部环境。 同时，公司依托前瞻性产能布局，紧密对接市场需求，有效把握市场机遇，主营产品出货量与公司产能 利用率均实现同比增长，推动盈利能力的提升。 ...

证券代码：301155 证券简称：海力风电 公告编号：2026-002 江苏海力风电设备科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 环境。同时，公司依托前瞻性产能布局，紧密对接市场需求，有效把握市场机遇， 主营产品出货量与公司产能利用率均实现同比增长，推动盈利能力的提升。 四、其他相关说明 1、本次业绩预告数据是公司财务部门进行初步测算的结果，未经审计机构审 计。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 2、预计的业绩：预计净利润为正值且属于同向上升50%以上情形 | 项目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：32,709.58万元 – | 39,978.38万元 | 盈利： 6,611.20万元 | | | 比上年同期增长： | 394.76%-504.71% | | | 扣除非经常性损益 后的净利润 | 盈利：28,020.26万元 – | 34,246.99万元 | 盈 ...

证券代码：301155 证券简称：海力风电 公告编号：2026-003 江苏海力风电设备科技股份有限公司 关于 2025 年第四季度拟计提信用减值准备 及冲回资产减值准备的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 为真实、客观地反映江苏海力风电设备科技股份有限公司（以下简称"公司"） 的财务状况及资产价值，公司根据《企业会计准则》、《深圳证券交易所创业板 股票上市规则》、《深圳证券交易所创业板上市公司自律监管指南第1号——业务 办理》及公司会计政策的相关规定，现对2025年第四季度合并财务报表范围内可 能发生减值迹象的相关资产冲回并计提信用减值准备。现将具体情况公告如下： 一、计提信用减值准备及冲回资产减值准备情况概述 （一）计提信用减值准备及冲回资产减值准备的原因 根据《企业会计准则》及本公司会计政策的相关规定，本公司对2025年第四 季度合并范围内可能发生减值损失的各类资产进行了减值测试，对存在信用减值 损失及资产减值损失迹象的相关资产相应计提及冲回了减值准备。 （二）计提信用减值准备及冲回资产减值准备的资产范围和总金额 2025年第四季度各 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为994.97万元。该股近5个交易日累 计上涨2.68%，主力资金合计净流出3049.43万元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月29日，海力风电收涨0.10%，收盘价为91.32元，发生1笔大宗交易，合计成交量12.83万股，成交金 额994.97万元。 第1笔成交价格为77.55元，成交12.83万股，成交金额994.97万元，溢价率为-15.08%，买方营业部为中 国银河证券股份有限公司北京金融街证券营业部，卖方营业部为华泰证券股份有限公司北京月坛南街证 券营业部。 ...