时代新材斩获33.2亿元风电叶片订单

Group 1 - The company signed a sales contract worth approximately 3.32 billion yuan with major wind turbine manufacturers for the period from October 1 to December 31, 2025 [1] - The contract includes 190 million yuan for offshore wind projects and 3.13 billion yuan for onshore wind projects [2] - The contract amount is expected to account for about 16% of the company's total revenue and 40% of the wind blade segment revenue for 2024 [2] Group 2 - The wind blade segment is the company's largest business, with a revenue of 3.911 billion yuan in the first half of 2025, representing a year-on-year growth of 39.38% [3] - The company has established strong strategic partnerships with leading domestic wind turbine manufacturers and has seen a 300% year-on-year increase in overseas revenue [3] - The company plans to expand production capacity in existing factories to meet domestic demand while focusing new bases on overseas market needs [3] Group 3 - The company has been extending its business chain by engineering high-performance polymer materials, achieving a revenue of 250 million yuan in the new materials segment in the first half of 2025, a year-on-year increase of 116.71% [4] - The company is accelerating capacity ramp-up and new construction projects, with significant demand and orders in the new materials business [4] - The Zhuzhou base is exceeding expectations in capacity ramp-up, and the Yibin base is expected to complete construction and commence production by the end of the year [4]