证券代码：300772 证券简称：运达股份 浙江运达风电股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |----------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Position and Market Concerns - The company has maintained a strong position among state-owned enterprises (SOEs) and is not at risk of being blacklisted, as it has a significant customer base among SOEs [2] - New orders from SOEs and state-owned enterprises in 2021 have exceeded the total new orders from the previous year [2] - The company’s new orders in the first three quarters of 2021 reached 11.3 GW, representing an increase of over 80% compared to the total for 2020 [2] Group 2: Order Growth Factors - The increase in orders is attributed to the company's superior product performance and customer service, which have enhanced its reputation among clients [2] - The company benefited from a surge in demand following the 2020 installation rush, leading to broader recognition of its product value [2] - The brand advantage, product quality, and service excellence have attracted more clients, particularly from private enterprises [2] Group 3: Supply Chain and Cost Management - Currently, there are no critical supply chain bottlenecks, and component prices are typically determined in the first quarter following year-end bidding [3] - The company's profitability has improved in 2021 due to reduced unit costs from increased capacity and technological advancements [3] - Cost reductions have also been achieved through product optimization and enhanced bargaining power in the supply chain [3] Group 4: Offshore Wind Power Development - The company places significant emphasis on offshore wind power, having launched the "Hai Feng" series of 9 MW offshore units, which have received certification [3] - The company is preparing for mass delivery capabilities in 2022, coinciding with the entry of China's offshore wind power into a grid parity era [3] - New product offerings include large-diameter rotors for low-wind areas and high-capacity units for medium to high-wind zones [3]

证券代码：300772 证券简称：运达股份 浙江运达风电股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |----------------------------|------------------------------------------|---------------------------------------------------------------------------------------------------------------------------| | | | | | 投 资 者关 系活 | √ 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | √ 其他 （电话会议） | | | 参 与 单位 名称 及人员姓名 | | 招商证券、浙商证券、西部证券、国盛证券、海通证券、兴 业证券、广发证券、东北证券、中泰证券、长江证券、光大 | | | 及上述证券公司邀请的投资者等。 | 证券、国泰君安、开源证券、国信证券 ...

Group 1: Company Position and Market Concerns - The company has maintained a strong position among central enterprises, with no risk of being blacklisted [1] - New orders from central and state-owned enterprises have exceeded the total new orders from the previous year, with a total of 11.3 GW of new orders in the first three quarters of 2021, representing an increase of over 80% compared to the entire year of 2020 [1] Group 2: Order Growth Factors - The significant increase in orders is attributed to the company's superior product performance, excellent customer service, and enhanced brand recognition, particularly among private enterprises [2] - The company does not face any critical component shortages, with most prices for components determined in the first quarter following annual bidding [2] Group 3: Financial Performance - The company's gross margin has improved compared to the previous year, despite accounting adjustments that included transportation costs in the main business expenses [2] - The improvement in gross margin is driven by the company's industry position, technological innovation, and enhanced bargaining power within the supply chain [2] Group 4: Offshore Wind Power Development - The company is prioritizing offshore wind power, having launched the "HaiFeng" series platform with a 9 MW capacity, which has received authoritative certification and is expected to achieve mass delivery capabilities by 2022 [3] - The offshore wind power market in China is entering a parity era, prompting the company to introduce new turbine models designed for various wind conditions [3] Group 5: International Market Expansion - The company has secured offshore projects in Vietnam, Serbia, and Kazakhstan, with ongoing negotiations for additional projects [3] - China's onshore wind power technology and supply chain capabilities are at a world-class level, enhancing the company's international competitiveness [3]

证券代码：300772 证券简称：运达股份 浙江运达风电股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |----------------|---------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | √特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | √其他 （电话会议） | | | 参与单位名称及 | 光大证券 | 梁超、刘凯、孙伟风，富贤企管 任荟伟，歌汝私募 | | 人员姓名 | 罗志俊，中金公司 然，财通基金 沈犁，农银汇理基金 | 车昀佶，中信建投 万炜， Oxbow Capit ...

Group 1: Financing and Shareholder Actions - The company plans to raise funds through a rights issue to enhance liquidity, expand business scale, optimize business structure, and improve core competitiveness and risk resistance [1] - The total amount planned for the reduction by executives is not to exceed 690,000 shares, which is 0.2% of the company's total share capital [2] Group 2: Profitability and Market Position - The increase in profitability for the first three quarters of 2021 is attributed to several factors: significant reduction in unit costs due to increased capacity and technological advancements, product optimization through lightweight and modular components, and improved bargaining power in the supply chain leading to lower component prices [2] - The company places great emphasis on offshore wind power, having launched the "HaiFeng" series 9MW offshore platform, which has received certification and is expected to achieve mass delivery capability in 2022 [2]

证券代码：300772 证券简称：运达股份 编号： | --- | --- | --- | |----------------------------|------------------------------------|------------------------------------------------------| | | | | | 投 资 者关 系活 | √ 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 （电话会议） | | | 参 与 单位 名称 及人员姓名 | 瑞士信贷（香港）有限公司 | 邵东妮、戴晨 | | 时间 | 2021 年 12 月 8 日 | | | 地点 | 现场调研 | | | 上 市 公司 接待 | 证券事务代表 马帅帅 | | | 人员姓名 | 投资者关系经理 葛伟威 | | | | 1 | 、明年公司是否存在卡脖子的零部件环节，未来零部件的 | | | 价格什么时候能确定？ | | | 投 资 者关 系活 | | 答：目 ...

证券代码：300772 证券简称：运达股份 浙江运达风电股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300772 证券简称：运达股份 浙江运达风电股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |----------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300772 证券简称：运达股份 浙江运达风电股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |---------------------------|--------------------------------------|----------------------------------------------------------| | | | | | 投资者关系活 | √ 特定对象调研 | □ 分析师会议 | | 动类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 （电话会议） | | | 参与单位名称 | 海通证券 张一弛，紫金保险 | 桑亚东，匠人资本 顾思倫， | | 及人员姓名 | 淳厚基金 谭啸风，善渊投资 | 刘明霞，鑫元基金 李虎，南 | | | 华基金 蔡峰，弘毅远方基金 | 何茜 | | 时间 | 2022 年 1 月 14 日 | | | 地点 | 现场调研 | | | 上市公司接待 | 证券事务代表 马帅帅 | | | 人员姓名 | 投资 ...