明阳智能发布三季报 净利最高预增75%

Group 1 - The company expects a net profit attributable to shareholders of 800 million to 900 million yuan for the first nine months of 2020, representing a year-on-year increase of 56% to 75% [1] - The company anticipates a non-net profit of 770 million to 870 million yuan, with a year-on-year growth of 72% to 94% [1] - The company has significantly increased its wind turbine delivery scale due to the high demand in the wind power industry, benefiting from the overall high prosperity of the sector [1] Group 2 - The company has a market-leading position in the 3.0MW and above wind turbine segment, with a market share exceeding 50% for four consecutive years [1] - As of June 30, 2020, the company had an order backlog of 15.13GW, with 95% of this capacity being 3.0MW and above [1] - The company achieved a sales capacity of 2,030MW, representing a year-on-year increase of 141%, and maintained a gross margin of 19.41% in wind turbine manufacturing [1] Group 3 - The company has a strong focus on wind power market, specializing in the research and production of wind turbines, and possesses all core component R&D and design capabilities [2] - The company has a unique advantage in direct-drive technology, which allows for lightweight development and an increase in power generation efficiency by nearly five percentage points compared to similar products [2] - As of the end of 2019, the company accounted for 44.6% of the cumulative installed capacity of 3.0MW and above wind turbines in China, ranking first in both cumulative and newly installed capacity [2] Group 4 - The wind power industry has a high technical threshold, leading to a concentration of leading enterprises, with the top three companies in each segment holding over 80% market share [3] - The arrival of the parity era has accelerated the trend of market concentration, with leading companies emerging in the wind power sector [3] - The company continues to innovate and has launched competitive wind power products, including the MySE5.2-166 and MySE11-203 models, establishing a leading position in both offshore and onshore large turbine segments [3]