风电行业发展势头强劲 青龙管业布局风电混塔业务

Core Viewpoint - Qinglong Pipe Industry Group Co., Ltd. has signed a strategic cooperation framework agreement with Beijing Tianshan High-tech Wind Power Equipment Co., Ltd. to enter the wind power mixed tower industry, aiming for mutual benefits and resource sharing [2][3]. Group 1: Strategic Cooperation - The agreement focuses on prioritizing Qinglong Pipe's regional advantages in the procurement of concrete wind power tower orders by Tianshan High-tech, following a public bidding process [3]. - Tianshan High-tech will consider Qinglong Pipe's wholly-owned subsidiary, Tianjin Hailong Pipe Industry Co., Ltd., for production if capacity and pricing rules are met [3]. - The collaboration aims to leverage both companies' market strengths to assist Tianshan High-tech and its parent company, Goldwind Technology Co., Ltd., in securing wind power project orders [3][6]. Group 2: Market Entry and Capabilities - Qinglong Pipe's entry into the wind power mixed tower sector aligns with its strategic development plans, leveraging its 50 years of experience in concrete product production [4]. - The company has established expertise in the full process of research, design, production, and installation of concrete-related products, providing a competitive edge in the mixed tower market [4]. Group 3: Market Potential - The demand for clean energy is increasing globally, and the wind power mixed tower market presents significant growth opportunities [5]. - The production base of Hailong Company is strategically located to serve regions like Tianjin, Hebei, and Shandong, where future wind power projects are expected to utilize mixed towers [5]. - The signing of the agreement is seen as a critical milestone for Qinglong Pipe to enter the core supply chain of the wind power industry, potentially leading to important orders and enhanced market position [5][6].