证券代码：002531 证券简称：天顺风能 公告编号：2024-055 天顺风能（苏州）股份有限公司 关于控股股东部分股份解质押的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记 载、误导性陈述或者重大遗漏。 天顺风能（（苏州）股份有限公司（（以下简称（ 公司"）近日接到控股股东上 海天神投资管理有限公司（（以下简称（ 上海天神"）的通知，上海天神将其所持 公司 0.25%的股份办理了解除质押业务，质权人为中国银河证券股份有限公司 （以下简称 银河证券"）。具体情况如下： 二、 股东股份累计质押基本情况 截至公告披露日，上述股东所持质押股份情况如下： | | | | | | | | 已质押股份情 | | 未质押股份情 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 况 | | 况 | | | | | 持股 | 本次解质 | 本次解质 | 占其所持 | 占公司 | 已质押 | | | | | 股东 | 持股数量 | 比例 | 押前质押 | 押后质押 | 股份比例 ...

Investment Rating - The investment rating for the company is "Buy" and it is maintained [5][8]. Core Views - The company experienced a revenue decline of 44% year-on-year in the first three quarters of 2024, with a net profit attributable to shareholders down 59% [5][6]. - In Q3 2024, the company achieved revenue of 1.3 billion yuan, a year-on-year decrease of 38% but an 8% increase compared to the previous quarter [5][6]. - The increase in revenue in Q3 is attributed to a recovery in the overall construction pace of domestic offshore and onshore wind projects [6][8]. Summary by Relevant Sections Revenue Performance - The company's revenue for Q3 2024 was 1.3 billion yuan, down 38% year-on-year but up 8% quarter-on-quarter. The decline in revenue is primarily due to slower project commencement in offshore wind projects [5][6]. Profitability - The gross margin for the first three quarters of 2024 was 25.3%, an increase of 3.2 percentage points year-on-year. However, the gross margin for Q3 2024 was 22.8%, showing a year-on-year increase but a quarter-on-quarter decline [7]. - The increase in gross margin year-on-year is attributed to a change in business structure, with a higher proportion of revenue coming from the more profitable power station operation business [7]. Financial Indicators - The company reported a net operating cash inflow of approximately 110 million yuan in Q3 2024, with capital expenditures of about 190 million yuan, indicating active capacity expansion [7]. - As of the end of Q3 2024, the company's inventory was 2.8 billion yuan, with contract liabilities at approximately 830 million yuan, indicating a strong basis for future deliveries [7][8]. Future Outlook - The company is expected to benefit from upcoming projects in Jiangsu and Guangdong, with anticipated increases in offshore wind product shipments. Additionally, the company is actively expanding its overseas business to capture opportunities in the offshore wind market [8]. - The projected net profit attributable to shareholders for 2024 and 2025 is expected to be 550 million yuan and 1.35 billion yuan, respectively, with corresponding price-to-earnings ratios of 28.3 and 11.5 times [8].

投资者关系活动记录表 证券代码： 002531 证券简称：天顺风能 天顺风能(苏州)股份有限公司 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 类别 | □ 特定对象调研 □ 媒体采访 □ 新闻发布会 □ 现场参观 √ | □ 分析师会议 □ 业绩说明会 □ 路演活动 其他：苏州上市公司投资者集体接待日 | | 参与单位名称及 人员姓名 | 投资者网上提问 | | | 时间 | 2024 年 11 月 6 日 ( | 周三 ) 下午 15:30~17:00 | | 地点 | | 公司通过全景网"投资者关系互动平台"（ https://ir.p5w.net ） 采用网络远程的方式参 ...

Investment Rating - The report maintains a "Recommended" rating for the company, considering its steady progress in global offshore engineering and sufficient order backlog [4]. Core Views - The company reported a revenue of 3.56 billion yuan for the first three quarters of 2024, a year-on-year decrease of 44.43%, with a net profit attributable to shareholders of 292 million yuan, down 59.49% year-on-year [3]. - The company signed an EPC construction contract for a Floating Storage and Offloading (FSO) vessel worth 45 million USD, which is expected to enhance its offshore engineering business and smooth out production capacity [4]. - The forecast for revenue from 2024 to 2026 is 5.88 billion, 10.28 billion, and 13.37 billion yuan, with net profits of 480 million, 1.42 billion, and 1.93 billion yuan respectively [4]. Financial Performance Summary - For Q3 2024, the company achieved a revenue of 1.302 billion yuan, a year-on-year increase of 37.96% and a quarter-on-quarter increase of 7.99% [3]. - The gross margin for the first three quarters of 2024 was 25.29%, an increase of 3.23 percentage points year-on-year, while the net margin was 8.18%, a decrease of 3.09 percentage points year-on-year [3]. - The company’s total revenue for 2023 is projected at 7.727 billion yuan, with a net profit of 782 million yuan [7]. Financial Forecasts - The company is expected to see a revenue growth rate of -23.96% in 2024, followed by significant rebounds of 75.03% in 2025 and 30.05% in 2026 [7]. - The projected net profit growth rates are -39.18% for 2024, 193.94% for 2025, and 35.39% for 2026 [7]. - The price-to-earnings (PE) ratio is expected to be 34, 11, and 8 for the years 2024, 2025, and 2026 respectively [4][7].

Investment Rating - The report maintains a "Buy" rating for the company [6]. Core Views - The company is expected to benefit from a significant increase in offshore wind projects starting in 2025, with a strong performance anticipated in the foundation segment [4][2]. - The resolution of sea usage issues in Jiangsu and Guangdong is expected to facilitate the construction of offshore wind projects, leading to a more standardized process [2]. - The company has begun to secure overseas orders, expanding its business into the offshore engineering sector, which indicates a diversification strategy [3]. Financial Performance Summary - For the first three quarters of 2024, the company reported revenue of 3.56 billion yuan, a year-on-year decrease of 44.43%, and a net profit attributable to shareholders of 292 million yuan, down 59.49% [1]. - The gross margin for the first three quarters was 25.29%, an increase of 3.24 percentage points year-on-year, while the net profit margin was 8.18%, a decrease of 3.09 percentage points [1]. - In Q3 2024 alone, the company achieved revenue of 1.302 billion yuan, a year-on-year decline of 37.96%, but a quarter-on-quarter increase of 7.99% [1]. Earnings Forecast - The company is projected to achieve net profits of 612 million yuan, 1.459 billion yuan, and 1.886 billion yuan for the years 2024, 2025, and 2026, respectively, with corresponding P/E ratios of 26.2, 11.0, and 8.5 [4][5].

欢迎大家收听天生风的2024年三季度的一个业绩交流会啊那公司的话也是昨天晚上披露了呃三季度的一些情况那么包括呃那公司作为呃海工这个基础单装管装玩家的龙头企业的话那么呃最近的话因为行业也有一些低的变化所以的话呃我们今天也是非常荣幸的邀请到了呃公司的 董立 祝斌总以及公司的郑代 邓总来跟大家做这样的一个交流接下来的时间的话先请公司领导这边关于三季度包括最近的一些经营的一些情况来跟大家做一个分享然后我们看线上的投资者然后有什么感兴趣的问题可以跟公司这边直接做一个互动交流好了各位尊敬的投资者大家好 各位尊敬的投资者大家好我是天生功能的LR邓子龙我先简要汇报一下公司在今年前三季度的一个业绩情况首先看一下集团整体情况2024年前三季度公司营收35.6亿同比下降44.4%扣费经济润2.95后台有点声麻烦会议助理取消一下 扩飞精力润2.95亿同比下降57.7%单三季度营收13亿扩飞精力润6100万前三季度分板块来看的话海工收入3.6亿利润负900万卡筒收入10.2亿精力润负3500万叶片及模具板块收入10.3亿精力润负120万大电板块收入9.9亿 净利润4.3亿四代板块净利润合计3.86亿较集团合并报表规模净利润2.92亿有 ...

证券代码：002531 证券简称：天顺风能 公告编号：2024-054 天顺风能（苏州）股份有限公司 天顺风能（苏州）股份有限公司（以下简称"公司"）于2024年10月31日 15:30-17:00通过线上交流的方式召开了2024年第三季度业绩说明会。关于本次业绩 说明会的召开事项，公司已于2024年10月31日在《证券时报》及巨潮资讯网上发 布了《关于举行2024年第三季度网上业绩说明会的公告》（公告编号：2024-052）。 现将召开情况公告如下： 一、会议召开情况 1、会议召开时间：2024年10月31日（星期四）下午15:30至17:00 2、会议召开地点：在"约调研"小程序上举行线上说明会 3、公司参会人员：公司董事长兼总裁严俊旭先生；独立董事周昌生先生；董 事兼董事会秘书朱彬先生。 二、互动交流情况 1、请问公司如何看待国际化发展的挑战，未来有何计划来改善这一状况？ 答：公司从 2005 年成立之初就坚持国际化发展路线，是国内第一家同时通过 三大海外主机厂商认证的风电装备制造企业。未来在海工板块方面，公司将继续 推进国际化路线，稳步德国海工基地建设，实现从产品出海到制造能力出海的升 级。在海外经营 ...

天顺风能（苏州）股份有限公司 参与方式一：在微信小程序中搜索"约调研"后，点击"网上说明会"，搜 索"天顺风能"参与交流； 参与方式二：微信扫一扫以下二维码，参与交流； 关于举行 2024 年第三季度网上业绩说明会的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记 载、误导性陈述或者重大遗漏。 天顺风能（苏州）股份有限公司（以下简称"公司"）已于 2024 年 10 月 31 日在巨潮资讯网（（www.cninfo.com.cn）上披露了 2024 年三季度报告。为便于 广大投资者进一步了解公司 2024 年第三季度经营情况，公司定于 2024 年 10 月 31 日（星期四）下午 15:30 至 17:00 在"约调研"小程序上举行 2024 年第三季 度网上业绩说明会。 本次网上说明会将采用网络远程的方式举行，投资者可登陆"约调研"小程 序参与互动交流。出席本次网上业绩说明会的人员有：公司董事长、总裁严俊旭 先生，独立董事周昌生先生，董事、董事会秘书朱彬先生。 为充分尊重投资者，提升交流的针对性，现提前向投资者公开征集问题，广 泛听取投资者的意见和建议，提问通道自发出公告之日起开放 ...

证券代码：002531 证券简称：天顺风能 公告编号：2024-051 天顺风能（苏州）股份有限公司（以下简称"公司"）于 2024 年 10 月 29 日召 开了第五届董事会 2024 年第三次会议。会议由董事长严俊旭先生召集主持，以 现场结合通讯表决的方式召开。会议通知及相关议案于 2024年 10月 25日通过电 子邮件、即时通讯工具等方式发送至各位董事，应参与表决董事 7 名，实际参与 表决董事 7 名，公司监事及高管列席。会议的召集、召开和表决程序符合《公司 法》和《公司章程》的规定。 二、 董事会会议审议情况 1. 审议通过了《关于 2024 年第三季度报告的议案》 董事会认为：公司 2024 年第三季度报告真实、准确、完整地反映了公司 2024 年三季度的财务状况和经营成果，符合会计准则的相关规定，不存在虚假 记载、误导性陈述或者重大遗漏。 表决结果：7 票赞成，0 票反对，0 票弃权。 本议案已经公司董事会审计委员会审议通过。 具体内容详见同日披露在《证券时报》及巨潮资讯网（www.cninfo.com.cn） 上的《2024 年第三季度报告》（公告编号：2024-053）。 天顺风能（苏州） ...

Financial Performance - The company's operating revenue for Q3 2024 was ¥1,301,515,870.87, a decrease of 37.96% compared to the same period last year[2]. - The net profit attributable to shareholders for Q3 2024 was ¥75,664,623.12, down 46.01% year-on-year[2]. - The net profit after deducting non-recurring gains and losses was ¥61,493,843.19, reflecting a 57.43% decrease compared to the previous year[2]. - The basic earnings per share for Q3 2024 was ¥0.0421, a decline of 46.03% from the same period last year[2]. - Total operating revenue for the current period is ¥3,560,409,562.32, a decrease of 44.5% compared to ¥6,406,506,047.35 in the previous period[17]. - Net profit for the current period is ¥291,364,339.53, down 59.7% from ¥722,120,763.30 in the previous period[17]. - The company reported a decrease in sales revenue from goods and services received, totaling ¥2,822,495,726.46, down 39.8% from ¥4,690,290,612.62 in the previous period[18]. Assets and Liabilities - The total assets at the end of the reporting period were ¥24,310,563,553.70, an increase of 4.52% from the end of the previous year[2]. - Total assets increased to CNY 25.41 billion from CNY 24.31 billion, representing a growth of approximately 4.5%[14]. - Current assets rose to CNY 9.89 billion, up from CNY 9.59 billion, indicating an increase of about 3.2%[14]. - Total liabilities reached CNY 16.31 billion, compared to CNY 15.38 billion, showing a rise of about 6.1%[15]. - Owner's equity totaled CNY 9.10 billion, an increase from CNY 8.93 billion, reflecting a growth of approximately 2.0%[15]. - Non-current assets rose to CNY 15.52 billion from CNY 14.72 billion, indicating an increase of about 5.4%[14]. Cash Flow - The company's cash flow from operating activities for the year-to-date was ¥631,483,683.23, down 33.61% year-on-year[2]. - Cash flow from operating activities is ¥631,483,683.23, a decline of 33.7% compared to ¥951,106,773.31 in the previous period[18]. - Cash flow from investing activities shows a net outflow of ¥1,239,717,023.28, improving from a net outflow of ¥3,240,895,375.59 in the previous period[18]. - Cash flow from financing activities is a net inflow of ¥478,927,715.49, down 70.7% from ¥1,633,903,499.35 in the previous period[18]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 82,303[8]. - Shanghai Tian Shen Investment Management Co., Ltd. holds 29.52% of shares, totaling 530,352,000 shares, with 208,740,000 shares pledged[8]. - Real Fun Holdings Limited owns 20.77% of shares, amounting to 373,248,000 shares[8]. Business Developments - The company is expanding its offshore wind power and overseas export business, having approved the issuance of GDRs for listing on the SIX Swiss Exchange[10]. - The GDR project received conditional approval from the Swiss Exchange in January 2023, but the approval has expired as of September 2024[10]. - The company’s subsidiary, Zhuhai Wind Tower, is currently in a self-liquidation phase due to the expiration of its operating period and lack of agreement on extension[11]. - The financial impact of Zhuhai Wind Tower's liquidation is minimal, as its capacity, revenue, and profit are low[11]. - The company is involved in ongoing litigation regarding performance compensation claims amounting to RMB 55.25 million related to Zhuhai Wind Tower[11]. - The court ruled against Nantong Industrial's claims regarding the acquisition of shares in Zhuhai Wind Tower, with the final judgment made in July 2024[13]. Other Financial Metrics - The company reported a significant increase in contract liabilities, up 113.66% compared to the beginning of the year, due to an increase in advance payments[7]. - The company experienced a 66.85% decrease in construction in progress, primarily due to the completion of the Shayang Wind Power Project[7]. - The company recorded a 54.27% increase in other income, attributed to increased government subsidies during the reporting period[7]. - The company’s investment income decreased by 93.32% year-on-year, mainly due to reduced gains from the disposal of financial assets[7]. - Inventory increased significantly to CNY 2.77 billion, compared to CNY 2.28 billion, reflecting a growth of approximately 21.7%[14]. - Short-term borrowings surged to CNY 2.76 billion, up from CNY 1.81 billion, marking an increase of around 52.2%[15]. - Accounts receivable decreased to CNY 4.96 billion from CNY 5.08 billion, a decline of about 2.4%[14]. Research and Development - Research and development expenses increased to ¥34,125,833.08 from ¥29,125,556.98 in the previous period, reflecting a growth of 17.3%[17]. Miscellaneous - The company has adjusted its financial statements due to the implementation of new accounting standards, resulting in a restated operating cost of ¥5,002,444,027.67 for the nine months ended September 30, 2023[19]. - The company continues to explore new strategies for market expansion and product development, although specific details were not disclosed in the earnings call[17]. - The third quarter report of TianShun Wind Power (Suzhou) Co., Ltd. is unaudited[20].