601615，超142亿元“押注”海外

Core Viewpoint - Mingyang Smart Energy plans to invest £1.5 billion (approximately ¥142.1 billion) to establish the UK's first integrated wind turbine manufacturing base in Scotland, marking its first overseas investment exceeding ¥10 billion since its listing in 2019 [2][4]. Investment Plan - The investment will be executed in three phases: 1. The first phase involves constructing advanced manufacturing facilities for wind turbine nacelles and blades, with the first batch expected to be operational by the end of 2028 [8]. 2. The second phase will expand production lines to accelerate the scale production of floating wind technology in the UK [8]. 3. The third phase aims to further extend production to include control systems, electronic devices, and other key components [8]. Market Potential - The project is expected to introduce the company's offshore wind technology to the North Sea region, facilitating the commercialization of floating wind technology, which is crucial for the UK's clean energy transition goals [11][12]. - Floating wind technology is more suitable for deep-sea areas compared to traditional fixed wind turbines, significantly enhancing wind resource utilization [12]. Strategic Importance - This investment aligns with the global trend towards carbon neutrality and supports various countries' green energy development policies [11]. - The establishment of a production base in the UK will create a service center for offshore wind energy, enhancing the company's position as a key player in the global offshore wind industry [14]. Financial Performance - As of October 10, Mingyang Smart Energy's stock price was ¥16.82 per share, with a market capitalization of ¥38.21 billion [5]. - For the first half of 2025, the company reported a 45.33% year-on-year increase in revenue to ¥17.143 billion, while net profit attributable to shareholders decreased by 7.68% to ¥610 million [15].