日月股份：风电行业今年趋势向好，将横向延伸产业领域

Core Viewpoint - The company, Rihua Co., Ltd. (日月股份), is actively engaging with investors to discuss its pricing strategy and future development in the wind power industry, highlighting a positive growth trend and diversification strategies [1][2]. Pricing Strategy - The company employs a pricing framework based on "material costs + processing fees + profit," while dynamically referencing market competition to set prices for downstream customers. This approach ensures both cost precision and market responsiveness, maintaining competitive pricing [1]. Wind Power Industry Trends - The wind power industry is experiencing a favorable development trend this year, with significant growth projected leading up to 2025. As of mid-2023, the total installed wind power capacity in China reached 573 million kilowatts, a year-on-year increase of 22.7%. The average utilization rate for wind power was reported at 93.2% [1]. Diversification Strategy - The company is pursuing a diversification strategy by extending its existing technology into horizontal industry fields, enhancing product variety to strengthen its lifecycle. This includes: - Actively developing deep-sea wind power business and exploring floating platform technologies [2]. - Preparing for the market introduction of nuclear waste fuel transfer and storage tanks [2]. - Developing new materials such as high-temperature alloys to optimize the product line [2]. - Accelerating overseas market expansion to increase global market share [2]. Investment in Subsidiaries - The company has invested in a joint venture, Zhejiang Ningbo Zhuhai Wind Mother Port Equipment Development Co., Ltd., recognizing the future potential of the offshore wind power industry. This investment aligns with the company's strategy to enhance its influence and competitiveness in the wind power and casting sectors [2].