MYSE(601615) 证券时报网·2024-11-01 02:31Group 1: Overall Industry Performance - The overall performance of wind turbine manufacturers improved in the first three quarters of the year, with significant growth in net profits reported by major players [1][2] - Goldwind Technology (002202.SZ) led the industry with a net profit of 1.792 billion yuan, a year-on-year increase of 42.14%, and the highest profit growth rate among peers [1][2] - The company achieved a sales capacity of 9.7 GW, a year-on-year increase of 9.05%, with a significant portion of sales coming from turbines of 6 MW and above, accounting for 57.64% of total sales [1] Group 2: Company-Specific Highlights - Goldwind's profit primarily stems from wind farm operations rather than traditional turbine sales, with investment income from wind farm transfers contributing approximately 256 million yuan [2] - Sany Heavy Energy (688349.SH) reported a net profit of 251 million yuan, a year-on-year increase of 17.56%, and has been actively expanding its international presence [2][3] - Mingyang Smart Energy (601615.SH) experienced a decline in both year-on-year and quarter-on-quarter performance, with a net profit of 809 million yuan, down 34.58% due to falling turbine prices and reduced offshore turbine deliveries [3][4] Group 3: Order and Revenue Trends - Goldwind's total external orders reached 29.5 GW, with a backlog of 44.3 GW, reflecting a year-on-year increase of 40.53% [1][2] - Yunda Wind Power (300772.SZ) reported a revenue of 13.929 billion yuan, a year-on-year increase of 24.01%, with a net profit of 267 million yuan, up 6.25% [4] - Electric Wind Power (688660.SH) reported a significant increase in new orders, totaling 7.1 GW, a year-on-year growth of 292.53%, with a backlog of 14.6 GW, up 60.66% from the previous year [5]