688660 电气风电
交易中 12-26 14:44:41
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12月24日电气风电涨14.10%，华泰柏瑞上证科创板200ETF基金重仓该股
证券之星 · 12-24 15:35
12月24日电气风电涨14.10%，华泰柏瑞上证科创板200ETF基金重仓该股
电气风电（688660）披露2026年度日常关联交易预计事项，12月19日股价上涨1.23%
证券之星 · 12-19
电气风电（688660）披露2026年度日常关联交易预计事项，12月19日股价上涨1.23%
电气风电（688660）披露召开股东会2025年第二次临时会议通知，12月08日股价上涨0.54%
证券之星 · 12-08
电气风电（688660）披露召开股东会2025年第二次临时会议通知，12月08日股价上涨0.54%
11月24日电气风电涨6.71%，华泰柏瑞上证科创板200ETF基金重仓该股
证券之星 · 11-24
11月24日电气风电涨6.71%，华泰柏瑞上证科创板200ETF基金重仓该股
11月17日电气风电跌9.16%，华泰柏瑞上证科创板200ETF基金重仓该股
证券之星 · 11-17
11月17日电气风电跌9.16%，华泰柏瑞上证科创板200ETF基金重仓该股
每周股票复盘：电气风电（688660）证券事务代表变更，闫智伟接任
证券之星 · 11-09
每周股票复盘：电气风电（688660）证券事务代表变更，闫智伟接任
电气风电新注册《设备维修台账管理系统V1.0》项目的软件著作权
证券之星 · 11-08
电气风电新注册《设备维修台账管理系统V1.0》项目的软件著作权
电气风电（688660）公司公告变更证券事务代表，11月06日股价上涨0.72%
证券之星 · 11-06
电气风电（688660）公司公告变更证券事务代表，11月06日股价上涨0.72%
电气风电（688660）2025年三季报简析：增收不增利，存货明显上升
证券之星 · 10-30
电气风电（688660）2025年三季报简析：增收不增利，存货明显上升
股市必读：电气风电(688660)股东户数4.14万户，较上期增加38.54%
证券之星 · 10-30
股市必读：电气风电(688660)股东户数4.14万户，较上期增加38.54%
协合新能源集团与上海电气风电集团签署战略协议 共拓全球新能源市场
协合新能源 · 10-29
协合新能源集团与上海电气风电集团签署战略协议 共拓全球新能源市场
图解电气风电三季报：第三季度单季净利润同比下降404.14%
证券之星 · 10-28
图解电气风电三季报：第三季度单季净利润同比下降404.14%
每周股票复盘：上海电气集团减持电气风电（688660）1%股份
证券之星 · 10-26
每周股票复盘：上海电气集团减持电气风电（688660）1%股份
电气风电（688660）披露召开2025年第三季度业绩说明会公告，10月22日股价上涨11.96%
证券之星 · 10-22
电气风电（688660）披露召开2025年第三季度业绩说明会公告，10月22日股价上涨11.96%
风电产业迎政策利好，电气风电大涨超14%
证券之星 · 10-22
风电产业迎政策利好，电气风电大涨超14%
10月21日电气风电发布公告，股东减持1333.33万股
证券之星 · 10-21
10月21日电气风电发布公告，股东减持1333.33万股
每周股票复盘：电气风电（688660）因涨幅达15%登龙虎榜
证券之星 · 09-28
每周股票复盘：电气风电（688660）因涨幅达15%登龙虎榜
9月23日电气风电（688660）龙虎榜数据：北向资金净买入2946.93万元
证券之星 · 09-23
9月23日电气风电（688660）龙虎榜数据：北向资金净买入2946.93万元
风电整机中报|电气风电研发投入最大却成唯一亏损企业 存货周转天数远超同行、负债率升至新高
新浪证券 · 09-16
风电整机中报|电气风电研发投入最大却成唯一亏损企业 存货周转天数远超同行、负债率升至新高
每周股票复盘：电气风电（688660）控股股东拟减持不超1%股份
证券之星 · 09-14
每周股票复盘：电气风电（688660）控股股东拟减持不超1%股份
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公司概况
公司名称：
上海电气风电集团股份有限公司
所属行业：
通用设备制造业
上市日期：
2021-05-19
主营业务：
上海电气风电集团股份有限公司的主营业务是风力发电设备设计、研发、制造和销售，同时开展服务业务和风资源开发投资业务。公司的主要产品是2.5MW到18MW全系列风电机组、陆上风电机组。
发行价格：
5.44
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22:20","pubTimestamp":1766154031,"startTime":"0","endTime":"0","summary":"截至2025年12月19日收盘，电气风电报收于15.7元，较前一交易日上涨1.23%，最新总市值为209.33亿元。该股当日开盘15.59元，最高15.89元，最低15.4元，成交额达2.58亿元，换手率为1.23%。公司近日发布公告，称将召开2025年第二次临时股东会，审议2026年度日常关联交易预计事项及与上海电气集团财务有限责任公司签订《金融服务协议》的关联交易事项。公告显示，预计2026年与关联方发生的采购、销售、租赁、融资租赁等日常关联交易总额不超过309,405万元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121900039196.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688660","BK0259"],"gpt_icon":0},{"id":"2589815339","title":"电气风电（688660）披露召开股东会2025年第二次临时会议通知，12月08日股价上涨0.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2589815339","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589815339?lang=zh_cn&edition=full","pubTime":"2025-12-08 17:48","pubTimestamp":1765187313,"startTime":"0","endTime":"0","summary":"截至2025年12月8日收盘，电气风电报收于16.81元，较前一交易日上涨0.54%，最新总市值为224.13亿元。该股当日开盘16.42元，最高16.96元，最低16.38元，成交额达3.38亿元，换手率为1.51%。公司近日发布公告，宣布将于2025年12月26日召开股东会2025年第二次临时会议，会议采取现场投票与网络投票相结合方式，股权登记日为2025年12月17日。网络投票将通过上海证券交易所系统进行，现场会议地点为上海市徐汇区漕宝路115号。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120800022138.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688660","BK0259"],"gpt_icon":0},{"id":"2585545906","title":"11月24日电气风电涨6.71%，华泰柏瑞上证科创板200ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2585545906","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585545906?lang=zh_cn&edition=full","pubTime":"2025-11-24 15:37","pubTimestamp":1763969829,"startTime":"0","endTime":"0","summary":"证券之星消息，11月24日电气风电 涨6.71%，收盘报16.69元，换手率2.84%，成交量37.89万手，成交额6.31亿元。重仓电气风电的公募基金请见下表：根据2025基金Q3季报公募基金重仓股数据，重仓该股的公募基金共7家，其中持有数量最多的公募基金为华泰柏瑞基金的华泰柏瑞上证科创板200ETF。华泰柏瑞上证科创板200ETF目前规模为8.58亿元，最新净值1.3239，较上一交易日下跌4.47%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112400013223.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["512880","510880","000905.SH","BK0259","688660","399300","000001.SH","399001","512510","000300.SH","159982","399006","510300","000688.SH","515890","159967"],"gpt_icon":0},{"id":"2584864362","title":"11月17日电气风电跌9.16%，华泰柏瑞上证科创板200ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2584864362","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584864362?lang=zh_cn&edition=full","pubTime":"2025-11-17 16:31","pubTimestamp":1763368310,"startTime":"0","endTime":"0","summary":"证券之星消息，11月17日电气风电 跌9.16%创60日新低，收盘报16.36元，换手率2.75%，成交量36.61万手，成交额6.11亿元。重仓电气风电的公募基金请见下表：根据2025基金Q3季报公募基金重仓股数据，重仓该股的公募基金共7家，其中持有数量最多的公募基金为华泰柏瑞基金的华泰柏瑞上证科创板200ETF。华泰柏瑞上证科创板200ETF目前规模为8.58亿元，最新净值1.4245，较上一交易日下跌1.87%。该公募基金现任基金经理为李沐阳。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111700020870.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","399300","159982","399001","515890","000001.SH","000905.SH","000300.SH","510300","159967","688660","399006","512510","512880","510880","000688.SH"],"gpt_icon":0},{"id":"2582866627","title":"每周股票复盘：电气风电（688660）证券事务代表变更，闫智伟接任","url":"https://stock-news.laohu8.com/highlight/detail?id=2582866627","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582866627?lang=zh_cn&edition=full","pubTime":"2025-11-09 01:37","pubTimestamp":1762623428,"startTime":"0","endTime":"0","summary":"本周关注点公司公告汇总：原证券事务代表秦蕾因工作调动辞职，闫智伟接任该职务公司公告汇总上海电气风电集团股份有限公司于2025年11月6日收到原证券事务代表秦蕾女士的辞职报告，因其工作调动辞去职务，辞职自送达董事会之日起生效。同日，公司第三届董事会召开2025年度第三次临时会议，审议通过聘任闫智伟先生为新任证券事务代表。公司已更新证券事务代表联系方式，包括电话、邮箱和联系地址。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110900000209.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","688660","BK0259"],"gpt_icon":0},{"id":"2581829833","title":"电气风电新注册《设备维修台账管理系统V1.0》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2581829833","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581829833?lang=zh_cn&edition=full","pubTime":"2025-11-08 02:00","pubTimestamp":1762538455,"startTime":"0","endTime":"0","summary":"证券之星消息，近日电气风电（688660）新注册了《设备维修台账管理系统V1.0》项目的软件著作权。今年以来电气风电新注册软件著作权2个。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了2.39亿元，同比增19.19%。通过天眼查大数据分析，上海电气风电集团股份有限公司共对外投资了125家企业，参与招投标项目1925次；财产线索方面有商标信息200条，专利信息1218条，著作权信息52条；此外企业还拥有行政许可55个。数据来源：天眼查APP以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110800000914.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","688660"],"gpt_icon":0},{"id":"2581809469","title":"电气风电（688660）公司公告变更证券事务代表，11月06日股价上涨0.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581809469","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581809469?lang=zh_cn&edition=full","pubTime":"2025-11-06 22:26","pubTimestamp":1762439180,"startTime":"0","endTime":"0","summary":"截至2025年11月6日收盘，电气风电报收于19.46元，较前一交易日上涨0.72%，最新总市值为259.47亿元。近日，上海电气风电集团股份有限公司发布公告称，公司于2025年11月6日收到原证券事务代表秦蕾女士的辞职报告，因其工作调动辞去职务，辞职自送达董事会之日起生效。同日，公司第三届董事会召开2025年度第三次临时会议，审议通过聘任闫智伟先生为新任证券事务代表。公司已更新证券事务代表联系方式，包括电话、邮箱和联系地址。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110600038241.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688660","BK0259","161027"],"gpt_icon":0},{"id":"2579165130","title":"电气风电（688660）2025年三季报简析：增收不增利，存货明显上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2579165130","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579165130?lang=zh_cn&edition=full","pubTime":"2025-10-30 06:19","pubTimestamp":1761776393,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期电气风电发布2025年三季报。本报告期电气风电存货明显上升，存货同比增幅达115.02%。2025年初以来，风电行业继续呈现招标放量，行业仍处于激烈竞争阶段，整机商持续加速出海寻增量等发展特点。公司持续发力开拓高质市场，夯实稳健发展核心动能，2025 年上半年度新增订单共计 5,386.95MW，较上年同期上升了 68.50%，其中已中标尚未签订合同的订单 2,952.85MW，累计在手订单为 20,126.25MW，较上年同期上升了 74.80%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025103000005285.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","688660"],"gpt_icon":0},{"id":"2579708180","title":"股市必读：电气风电(688660)股东户数4.14万户，较上期增加38.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579708180","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579708180?lang=zh_cn&edition=full","pubTime":"2025-10-30 03:34","pubTimestamp":1761766498,"startTime":"0","endTime":"0","summary":"截至2025年10月29日收盘，电气风电报收于20.56元，上涨0.93%，换手率2.95%，成交量39.4万手，成交额7.97亿元。来自公司公告汇总：公司拟计提资产减值准备及确认其他流动负债，合计减少前三季度营业利润37,176.36万元。股本股东变化截至2025年9月30日，公司股东户数为4.14万户，较6月30日增加1.15万户，增幅38.54%。截至报告期末，总资产为339.16亿元，归属于上市公司股东的所有者权益为43.91亿元，较上年末下降14.09%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025103000003483.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","688660"],"gpt_icon":0},{"id":"2579747907","title":"协合新能源集团与上海电气风电集团签署战略协议 共拓全球新能源市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2579747907","media":"协合新能源","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579747907?lang=zh_cn&edition=full","pubTime":"2025-10-29 22:35","pubTimestamp":1761748500,"startTime":"0","endTime":"0","summary":"近日，协合新能源集团与上海电气风电集团股份有限公司（以下简称“电气风电”）于新加坡总部签署战略合作协议。双方将围绕新能源市场开发、科技创新与风电运维等领域展开深度合作。作为一家 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20251029/c672108596.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun","symbols":["688660","160640","BK0259","159875","399941","000941.SH"],"gpt_icon":0},{"id":"2578038956","title":"图解电气风电三季报：第三季度单季净利润同比下降404.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578038956","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2578038956?lang=zh_cn&edition=full","pubTime":"2025-10-28 19:50","pubTimestamp":1761652252,"startTime":"0","endTime":"0","summary":"证券之星消息，电气风电2025年三季报显示，公司主营收入42.62亿元，同比上升35.96%；归母净利润-7.32亿元，同比下降53.51%；扣非净利润-7.52亿元，同比下降55.66%；其中2025年第三季度，公司单季度主营收入15.99亿元，同比下降16.58%；单季度归母净利润-4.53亿元，同比下降404.14%；单季度扣非净利润-4.55亿元，同比下降408.7%；负债率87.03%，投资收益1.18亿元，财务费用1.29亿元，毛利率8.64%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102800036411.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688660"],"gpt_icon":0},{"id":"2578097665","title":"每周股票复盘：上海电气集团减持电气风电（688660）1%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2578097665","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2578097665?lang=zh_cn&edition=full","pubTime":"2025-10-26 01:18","pubTimestamp":1761412691,"startTime":"0","endTime":"0","summary":"截至2025年10月24日收盘，电气风电报收于19.79元，较上周的19.34元上涨2.33%。本周关注点股本股东变化：上海电气集团股份有限公司减持电气风电1333.33万股，占总股本1.00%。本次减持后，上海电气及其一致行动人合计持股比例由62.00%降至61.00%。上海电气当前持股数量为805,333,302股，持股比例60.40%；一致行动人上海电气投资有限公司持股数量不变，仍为8,000,000股。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102600000117.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688660","BK0005","BK1546","BK0012","BK0028","BK0035","BK0196","BK0259","BK1205","BK1522","BK0184","BK0188","BK1594","601727","BK0201","02727"],"gpt_icon":0},{"id":"2577393339","title":"电气风电（688660）披露召开2025年第三季度业绩说明会公告，10月22日股价上涨11.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577393339","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2577393339?lang=zh_cn&edition=full","pubTime":"2025-10-22 22:06","pubTimestamp":1761141979,"startTime":"0","endTime":"0","summary":"截至2025年10月22日收盘，电气风电报收于21.81元，较前一交易日上涨11.96%，最新总市值为290.8亿元。公司近日发布公告称，上海电气风电集团股份有限公司将于2025年10月30日14:00-15:00通过上证路演中心以网络文字互动方式召开2025年第三季度业绩说明会，就公司经营成果及财务指标等情况与投资者交流。投资者可于2025年10月23日至10月29日16:00前通过上证路演中心“提问预征集”栏目或公司邮箱sewc_ir@shanghai-electric.com提前提问。会后可通过上证路演中心查看会议情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102200037371.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","688660"],"gpt_icon":0},{"id":"2577332842","title":"风电产业迎政策利好，电气风电大涨超14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577332842","media":"证券之星","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2577332842?lang=zh_cn&edition=full","pubTime":"2025-10-22 13:46","pubTimestamp":1761111977,"startTime":"0","endTime":"0","summary":"截至发稿，电气风电大涨超14%，新强联、运达股份、大金重工也涨幅靠前。大会开幕式上，《风能北京宣言2.0》正式发布。华泰证券看好在需求增长叠加风机涨价的行业大beta下，风电产业链进入量利修复通道，建议关注头部风机厂与海风&海外条线。海上风电方面，“十五五”期间年均海风装机有望超20GW，远超“十四五”水平。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2025102200017805.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","688660"],"gpt_icon":0},{"id":"2577882570","title":"10月21日电气风电发布公告，股东减持1333.33万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2577882570","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2577882570?lang=zh_cn&edition=full","pubTime":"2025-10-21 18:01","pubTimestamp":1761040877,"startTime":"0","endTime":"0","summary":"证券之星消息，10月21日电气风电发布公告《电气风电:关于控股股东权益变动触及1%刻度暨减持计划实施完毕的公告》，其股东上海电气集团股份有限公司于2025年9月30日至2025年10月21日间合计减持1333.33万股，占公司目前总股本的1.0%，变动期间该股股价下跌14.03%，截止10月21日收盘报19.48元。股东增减持详情见下表：根据电气风电2025年中报公布的十大股东详情如下：以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102100029900.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0259","688660"],"gpt_icon":0},{"id":"2570896936","title":"每周股票复盘：电气风电（688660）因涨幅达15%登龙虎榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2570896936","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2570896936?lang=zh_cn&edition=full","pubTime":"2025-09-28 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17:17","pubTimestamp":1758619045,"startTime":"0","endTime":"0","summary":"证券之星消息，沪深交易所2025年9月23日公布的交易公开信息显示，电气风电因有价格涨跌幅限制的日收盘价格涨幅达到15%的前五只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2025年9月23日收盘，电气风电报收于23.71元，上涨15.55%，换手率4.53%，成交量60.45万手，成交额12.95亿元。从龙虎榜公布的当日买卖数据来看，北向资金合计净买入2946.93万元。从龙虎榜数据可以发现和研究机构、游资和散户的资金动向。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025092300027467.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688660","BK0259"],"gpt_icon":0},{"id":"2567105806","title":"风电整机中报|电气风电研发投入最大却成唯一亏损企业 存货周转天数远超同行、负债率升至新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2567105806","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2567105806?lang=zh_cn&edition=full","pubTime":"2025-09-16 17:33","pubTimestamp":1758015180,"startTime":"0","endTime":"0","summary":" A股风电上市公司中报披露完毕。 作为规模最小的上市风电整机厂，电气风电上半年实现营收26.6亿元，同比增长118.6%，但归母净利润为-2.8亿元，仍未能扭转亏损局面。 2023年和2024年，电气风电来自存货跌价的减值损失分别高达1.55亿和1.24亿。 持续亏损叠加长期经营效率低下，2025年上半年末，电气风电资产负债率达到85%，同比上升近7个百分点，创下公司历史新高，并在5家风电整机上市公司中居首。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/observe/2025-09-16/doc-infqstce5459489.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["688660","BK0259"],"gpt_icon":0},{"id":"2567138486","title":"每周股票复盘：电气风电（688660）控股股东拟减持不超1%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2567138486","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2567138486?lang=zh_cn&edition=full","pubTime":"2025-09-14 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