天顺风能(002531) - 2025 Q2 - 季度业绩预告

Tianrun Wind Energy 2025 Semi-Annual Performance Forecast Current Period Performance Forecast The company forecasts a significant year-on-year decrease in H1 2025 net profit attributable to shareholders, ranging from 40.8 million to 55.2 million CNY, and non-recurring net profit from 38.76 million to 52.44 million CNY Performance Forecast Summary | Item | Current Reporting Period (2025 H1) | Prior Year Same Period (2024 H1) | Year-on-Year Change | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | Profit: 40.8 million - 55.2 million CNY | Profit: 215.96 million CNY | Decrease: 74.44% - 81.11% | | Net Profit After Deducting Non-recurring Gains and Losses | Profit: 38.76 million - 52.44 million CNY | Profit: 233.67 million CNY | Decrease: 75.56% - 83.41% | | Basic Earnings Per Share | Profit: 0.02 - 0.03 CNY/share | Profit: 0.12 CNY/share | - | Communication with Accounting Firm The company has pre-communicated with its accounting firm regarding the performance forecast, with no significant disagreements, though this forecast remains unaudited - This performance forecast is unaudited, but the company has pre-communicated with its accounting firm on related matters, and no significant disagreements exist[4] Explanation of Performance Changes The significant year-on-year decline in net profit is primarily due to strategic contraction in onshore wind equipment, delayed offshore engineering projects, and increased non-controlling interests from a subsidiary's strategic investor, with accounting estimate changes having minimal impact - The Onshore Wind Power Equipment business unit's continued strategic contraction has impacted overall performance[5] - The Offshore Engineering Equipment business unit experienced insufficient delivery volumes and higher unit cost amortization in the reporting period due to some project deliveries being postponed to Q3, negatively impacting profit[5] - The company introduced a strategic investor at the subsidiary level in December 2024, which increased non-controlling interests and consequently reduced net profit attributable to the parent company's shareholders[6] - During the reporting period, the company changed its accounting estimates for accounts receivable, adding a 3% provision for renewable energy subsidies and adjusting the aging group provision ratio for the manufacturing segment, with the company stating this change had a minimal overall impact on net profit[7] Risk Warning The company advises investors that this performance forecast is a preliminary estimate by the finance department, and final financial data will be based on the 2025 semi-annual report, urging caution regarding investment risks - This performance forecast is a preliminary estimation, and the final financial data will be subject to the company's 2025 semi-annual report[8]