证券代码： 002531 证券简称：天顺风能 天顺风能(苏州)股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动 类别 ☑ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 ☑ 其他：电话会议 参与单位名称及 人员姓名 参会人员名单见后续附表 时间 2025 年 08 月 22 日(周五) 上午 9:00-10:00 地点 电话会议 上市公司接待人 员姓名 1、董事会秘书 朱彬； 2、投资者关系总监 邓子龙； 交流内容及具体 问答记录 一、公司经营情况介绍 2025 年上半年，天顺风能坚定推进"新能源装备制造+零碳 实业发展"双轮驱动战略，持续深化战略转型与全球化布局。 海工装备制造板块优化全球产能布局，广东阳江基地进入投 产冲刺阶段，射阳二期扩建启动，德国基地建设稳步推进，面向 "国内 + 海外"多元市场形成协同业务体系，依托通州湾基地 拓展高附加值海工业务；零碳实业板块在风电资源开发等方面取 得阶段性进展，在建项目按计划推进，绿电交易探索取得进展， 自营电站并网容量的增长也提升了财务韧性。展望下半年，公司 将坚持"制造 + 服务 ...

1. Report Industry Investment Rating - Not provided in the document 2. Core Viewpoints of the Report - The new upgrades in lithium battery technology will create demand for new equipment, with significant growth potential in areas such as large cylindrical battery equipment, solid-state battery equipment, sodium-ion battery equipment, and full-tab battery equipment. The global lithium battery equipment market is expected to reach 298.73 billion yuan in 2030 [24][25]. - After experiencing high - speed growth, the lithium battery equipment industry has seen a slowdown in demand in the past two years. However, with the implementation of the company's strategic measures, its operations are showing positive signs, and it aims to turn losses into profits as soon as possible [24][25][30]. 3. Summary by Directory 3.1 Research Basic Situation - The research object is Yuchen Intelligent, and the reception time was on May 20, 2025. The listed company's reception staff included the chairman and manager Zhang Hanhong, director and board secretary Ye Yuling, independent director Zeng Xiaosheng, and financial controller Zhu Shunzhang [17]. 3.2 Detailed Research Institutions - The reception objects were investors and others [20]. 3.3 Research Institution Proportion - Not provided in the document 3.4 Main Content Information Industry Development - According to the "China Lithium - Ion Battery Equipment Industry Development White Paper (2025)", the global lithium - ion battery equipment market size was 133.14 billion yuan in 2024, a year - on - year decrease of 28.8%, the first negative growth in recent years. The market size is expected to reach 298.73 billion yuan in 2030 [24][25]. - The new upgrades in lithium battery technology will bring demand for new equipment, and new growth areas such as large cylindrical battery equipment, solid - state battery equipment, sodium - ion battery equipment, and full - tab battery equipment are worth noting [24][25]. Company Performance and Growth Points - The company's performance growth comes from deepening cooperation with leading customers, expanding overseas markets (with overseas orders contributing over 30% in 2024), and enriching the product system (entering the consumer electronics field through the acquisition of Jiayang Battery last year) [26]. - As of the annual report disclosure date, the company's total outstanding orders exceeded 1.3 billion yuan, a significant year - on - year increase. Revenue is usually recognized after completion of acceptance [29]. Company Projects - In January 2025, the company won the bid for the production line auxiliary equipment procurement project of Xinyuancaineng's Shenzhen base, with a winning bid amount of 29,608,373 yuan. The equipment has started to be delivered [26][27]. - The company's fundraising project, the Zhongshan Yuchen Automation Equipment R & D and Production Base, has been successfully put into operation, which will enhance product supply capacity and production efficiency [29]. Company's Response to Performance Decline - The company's performance decline is mainly due to the temporary slowdown in downstream industry demand. The management has implemented strategic measures, including deepening cooperation with core customers, accelerating global layout, diversifying business, integrating the industrial chain vertically, and continuously reducing costs and increasing efficiency [29][30]. Acquisition of Jiayang Battery - In 2024, Jiayang Battery achieved a net profit attributable to the parent company of 32.2357 million yuan. After deducting non - recurring gains and losses, the net profit attributable to the parent company was 32.0856 million yuan, with a performance commitment completion rate of 97.23% [31].