TSP(SZ:300129) Quan Jing Wang·2025-08-22 02:50Group 1 - The core viewpoint of the report highlights that Taisheng Wind Power achieved significant growth in revenue and net profit in the first half of 2025, with total revenue reaching 2.299 billion yuan, a year-on-year increase of 38.83% [1] - The company's revenue from onshore wind power equipment, including concrete towers, amounted to 1.882 billion yuan, reflecting a year-on-year growth of 25.61% [1] - The concrete tower products showed exceptional performance, generating revenue of 244 million yuan, which is a remarkable increase of 259.06% year-on-year [1] - The offshore wind power business also demonstrated recovery, with revenue of 363 million yuan, marking a year-on-year increase of 226.21% [1] - Overall, the wind power and marine engineering equipment manufacturing business saw a revenue increase of 39.49% year-on-year, serving as the main driver of the company's performance growth [1] Group 2 - In 2025, the company aims to continue steady development in wind power and marine engineering equipment manufacturing, seizing market opportunities to enhance market share in both domestic and overseas concrete tower businesses [1] - The production targets for 2025 include achieving a total output of 700,000 tons of steel towers and 250 sets of concrete towers, with approximately 46% of the steel tower target and 42% of the concrete tower target completed by the end of the reporting period [1] - In the zero-carbon business sector, the company will ensure the operational performance of the 50MW distributed wind power project in Song County, Henan, while promoting wind farm construction projects in various regions [2] - The company’s subsidiary has completed the grid connection of a 4.27MW rooftop distributed photovoltaic project, which will contribute to reducing carbon emissions and enhancing economic benefits [2] - A strategic cooperation agreement was signed with a domestic rocket manufacturer to explore new technologies and applications in the commercial aerospace sector, leveraging synergies with existing business [2]