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运达股份(300772) - 300772运达股份投资者关系管理信息20251121
2025-11-21 09:50
Group 1: Order and Market Overview - In the first nine months of 2025, the company secured new orders totaling 18,131.12 MW, bringing the cumulative orders to 46,868.05 MW by the end of September 2025 [2] - The breakdown of cumulative orders includes: 993.70 MW for wind turbines between 2 MW and 4 MW, 8,366.02 MW for turbines between 4 MW and 6 MW, and 37,508.33 MW for turbines of 6 MW and above [2] Group 2: Pricing and Competition - Wind turbine prices are influenced by product type, market conditions, and project specifications, with a slight increase in bidding prices observed this year [3] - In October 2024, 12 domestic manufacturers signed a self-regulatory agreement to address issues like unfair low-price competition and contract fairness [3] Group 3: Cost Reduction and Profitability Improvement - The company enhances profitability through improved R&D capabilities, product performance, and competitive new product development [3] - Key strategies include optimizing critical parameters of wind turbine products, applying new technologies, and self-developing core components to increase gross margins [3] Group 4: Offshore Wind Power Development - The company is focusing on offshore wind power in Zhejiang and coastal provinces, aiming to lead the industry and establish a strong brand [4] - Investments have been made in offshore wind power assembly bases in Dalian and Wenzhou, creating a dual-base layout [4] Group 5: New Energy Projects - In the first half of 2025, the company added 605.98 MW of approved/registered capacity for new energy projects, with a total grid-connected capacity of 1,203.11 MW by the end of June 2025 [4] - The company achieved a 31.08% year-on-year increase in revenue from power generation in the first half of 2025 [4]
新特能源(01799)附属拟1.368亿元收购盱眙高传100%股权
智通财经网· 2025-09-26 14:13
2023年,因目标公司运营的盱眙项目存在用地瑕疵,为顺利推进A股发行上市,公司将盱眙项目暂时剥 离至特变电工,截至本公告日期,用地瑕疵已整改完毕。目标公司主营业务属于公司新能源电站运营板 块业务范畴。收购事项完成后,盱眙高传的财务业绩将于集团的财务报表内综合入账,有助于进一步扩 大集团新能源电站运营业务规模,提升整体竞争力与盈利能力。 于本公告日期,新疆新能源为该公司的非全资附属公司,公司持有其91.26%的权益。新疆新能源主要 从事风能和光伏资源开发、建设和运营;逆变器、柔性直流换流阀及静态无功补偿装置等产品的研发、 制造及销售。盱眙高传主要从事风力发电、风力发电设备、电气及电控设备销售。 智通财经APP讯,新特能源(01799)公布,于2025年9月26日,新疆新能源与公司控股股东特变电工签署 股权转让协议。据此,特变电工同意将盱眙高传100%股权转让给新疆新能源,代价为人民币1.368亿 元。 ...
新特能源(01799.HK)附属拟1.37亿元收购盱眙高传100%股权
Ge Long Hui· 2025-09-26 14:12
Core Viewpoint - Xinjiang New Energy, a non-wholly owned subsidiary of the company, has signed a share transfer agreement with its controlling shareholder, Tebian Electric Apparatus, to acquire 100% of the equity of Luyi Gaochuan for a consideration of RMB 137 million, which will enhance the company's renewable energy station operations and overall competitiveness and profitability [1]. Group 1 - The acquisition of Luyi Gaochuan will allow the company to consolidate its financial performance into its financial statements, thereby expanding its renewable energy station operations [1]. - Luyi Gaochuan is primarily engaged in wind power generation and the sale of wind power generation equipment, which aligns with the company's focus on renewable energy [1]. - The land issues related to the Luyi project have been rectified, facilitating the company's A-share listing process [1].
新特能源附属拟1.368亿元收购盱眙高传100%股权
Zhi Tong Cai Jing· 2025-09-26 14:10
于本公告日期,新疆新能源为该公司的非全资附属公司,公司持有其91.26%的权益。新疆新能源主要 从事风能和光伏资源开发、建设和运营;逆变器、柔性直流换流阀及静态无功补偿装置等产品的研发、 制造及销售。盱眙高传主要从事风力发电、风力发电设备、电气及电控设备销售。 2023年,因目标公司运营的盱眙项目存在用地瑕疵,为顺利推进A股发行上市,公司将盱眙项目暂时剥 离至特变电工,截至本公告日期,用地瑕疵已整改完毕。目标公司主营业务属于公司新能源电站运营板 块业务范畴。收购事项完成后,盱眙高传的财务业绩将于集团的财务报表内综合入账,有助于进一步扩 大集团新能源电站运营业务规模,提升整体竞争力与盈利能力。 新特能源(01799)公布,于2025年9月26日,新疆新能源与公司控股股东特变电工(600089)签署股权转 让协议。据此,特变电工同意将盱眙高传100%股权转让给新疆新能源,代价为人民币1.368亿元。 ...