时代新材斩获33.2亿元风电叶片订单 风电业务再下一城

Group 1 - The company signed sales contracts totaling approximately 3.32 billion yuan for wind turbine blades with major manufacturers, with offshore wind projects accounting for 190 million yuan and onshore projects for 3.13 billion yuan [1] - The wind power blade segment is the largest business for the company, with expected sales revenue of 8.2 billion yuan in 2024, representing about 40% of the segment's revenue and 16% of total revenue [1] - The company reported a 39.38% year-on-year increase in sales revenue for the wind power blade segment in the first half of 2025, reaching 3.911 billion yuan [2] Group 2 - The company plans to expand domestic wind power blade production capacity through existing factories and focus on overseas markets for new bases, with an ideal capacity of approximately 5,000 sets per year [3] - A wholly-owned subsidiary has been established in Vietnam, with an investment of 458 million yuan planned to enhance operational capabilities, and production is expected to start in April 2026 [3] - The company has seen a significant increase in demand for new materials, with sales revenue from new materials and other segments reaching 250 million yuan in the first half of 2025, a year-on-year increase of 116.71% [3]