天顺风能:司几个主要基地布局在射阳、揭阳、汕尾、阳江等地,这几个区域也是国内海风发展的聚集区

Core Viewpoint - The company emphasizes the importance of "scarce shoreline resources" for offshore wind power development, highlighting the competitive landscape in regions like Jiangsu and Guangdong, where rivals are also establishing bases [1] Group 1: Company Strategy and Positioning - The company has established bases in seven coastal areas, including Sheyang, Jieyang, Shantou, and Yangjiang, which are key regions for offshore wind development in China [1] - Each base is strategically positioned based on market demand and product focus, with Sheyang concentrating on large monopiles, while southern bases focus on jacket foundations and floating platforms [1] - The Tongzhou Bay base targets the export market, primarily producing offshore wind power products, while also expanding into oil and gas platforms and specialized vessels [1] Group 2: Competitive Landscape - Competitors such as Dajin Heavy Industry and Haili Wind Power are also intensively establishing bases in Jiangsu and Guangdong, indicating a high level of competition in these regions [1] - The company is aware of the potential for homogenized competition in hot areas like Jiangsu Sheyang and Guangdong Yangjiang, and is focusing on precise positioning and differentiated selection of clients and projects [1]