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运达股份(300772) - 300772运达股份投资者关系管理信息20260123
2026-01-23 08:16
Group 1: Market Trends and Pricing - The bidding prices for wind turbine units are expected to rise slightly in 2025 due to several factors, including the signing of a self-regulatory convention by 12 domestic manufacturers to address unfair competition and low-price bidding issues [2][3] - National meetings have emphasized the need to prevent "involution" competition, leading some owners to adjust their bidding rules [2][3] - There is a growing preference among owners for high-quality, high-performance units with optimal cost per kilowatt-hour [3] Group 2: Cost Reduction and Profitability Improvement - The company aims to improve profitability through enhanced R&D capabilities, product performance, and the development of competitive new products [3] - Key strategies include optimizing critical parameters of wind turbine products, implementing new technologies, and self-research of core components to increase gross margins [3] Group 3: Future Business Development - The company plans to continue investing in and developing renewable energy power stations, focusing on sustainable development and optimizing operational management systems for stable returns [3][4] - In offshore wind power, the company is establishing a leading position in the industry by investing in offshore wind power assembly bases and pursuing projects in coastal provinces [4] Group 4: Growth Drivers - Future growth drivers for the company include ongoing policy support for the renewable energy sector, technological advancements enhancing the strategic position of wind power, rapid expansion in domestic and international markets, increasing industry recognition, and growth in other business segments [4]