TMT(SH:600458) Huan Qiu Lao Hu Cai Jing·2025-10-14 01:54Group 1 - The core announcement from the company indicates that it has signed blade sales contracts totaling 4.49 billion yuan (including tax) with multiple domestic wind turbine manufacturers for the period from July 1 to September 30, 2025 [1] - The contracts include 442 million yuan for offshore wind power projects and 4.048 billion yuan for onshore wind power projects, with specific blade models ranging from 14-16MW for offshore and 6-10MW for onshore [1] - The total amount of wind power blade contracts signed by the company in 2025 has exceeded 9 billion yuan, with 1.98 billion yuan signed in Q1 and 2.711 billion yuan in Q2 [1] Group 2 - The wind power blade is a core component of wind turbines that converts wind energy into electrical energy, with the market for wind turbines and blades expected to grow to 14.05 billion yuan in 2025, an increase of 18.1% year-on-year [2] - The company's wind power blade sales volume increased significantly, reaching 13.0 GW in the first half of the year, a year-on-year growth of 97%, with a second-quarter sales volume of 7.7 GW, up 85% [2] - The company reported a sales revenue of 3.911 billion yuan from wind power blades in the first half of 2025, a year-on-year increase of 39.38%, maintaining a top position in the domestic market [2]