Core Viewpoint - 泰胜风能 is actively exploring zero-carbon business opportunities, particularly in wind farm development and operation, with plans to commence construction on new projects by 2026 [1] Company Overview - 泰胜风能 was established in 2001 and is headquartered in Shanghai, making it one of the oldest companies in China's wind power equipment manufacturing industry [1] - The company went public on the Shenzhen Stock Exchange's Growth Enterprise Market in 2010 [1] - Over the years, 泰胜风能 has developed into a globally influential manufacturer of onshore and offshore wind power equipment, as well as high-end marine engineering equipment, characterized by large-scale production, diversified product lines, and integrated services [1] Project Development - The company is advancing preliminary work on wind farm projects in regions such as Xinjiang, Guangxi, Heilongjiang, Inner Mongolia, and Shaanxi [1] - Construction of these projects is expected to begin in 2026 [1]

9月19日15:00 - 17:00，泰胜风能以网络形式召开业绩说明会，董事长黎伟涛、董事兼总裁邹涛、首席财 务官朱华、董事会秘书李鎔伊等接待了社会公众的调研。此次调研围绕公司风电场项目进展、海外市场 拓展、商业航天业务等多方面展开。 风电场项目与海外市场进展 泰胜风能积极探索风电场开发与运营等零碳业务，在新疆、广西、黑龙江、内蒙古、陕西等地推进风电 场项目前期工作，2026年有望开工建设。 海外业务是公司发展重点之一，产品覆盖40余个国家和地区。2025年，泰胜蓝岛基地携手重要客户承接 荷兰V236海上风电项目，该机组是全球领先的商业化风电机组之一，其塔架制造代表行业顶尖标准。 近期，泰胜扬州基地获批为维斯塔斯陆上塔筒合格供应商，为开拓欧洲市场奠定基础。 商业航天与海洋工程装备业务 在商业航天业务方面，公司虽一直积极推动，开展产线改造、团队搭建等前期工作，但截至目前尚未入 围航天科工二院备选供应商名单。 其他业务与财务相关问题 公司计划布局的高端生产基地覆盖管桩、导管架等海上风电产品，事项正在推进，如有重大进展将及时 披露。创新业务方面，坚持改革创新，投入高端智能制造研发与供应链能力提升。 在应对原材料价格 ...

证券代码：300129 泰胜风能集团股份有限公司-投资者关系活动记录 泰胜风能集团股份有限公司 投资者关系活动记录表 | 时间 | 地点 网络 2025 年 9 月 19 日 15:00 – 17:00 | | --- | --- | | 参与单位及 人员 | 社会公众 | | 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（投资者电话交流会） | | 接待人员 | 董事长黎伟涛先生、董事兼总裁邹涛先生、首席财务官朱华先生、董事会秘书李鎔伊女士 | | | 1、公司风电场的项目有新进展吗？能具体讲一下吗？谢谢 | | | 公司积极探索风电场开发与运营等零碳业务，在新疆、广西、黑龙江、内蒙古、陕西等地区积 | | | 极推进风电场项目的前期工作，2026 年有望开工建设。谢谢关注。 | | | 2、请问公司海外市场有新进展吗？特别是欧洲市场有打开新篇章吗？ | | | 海外业务是公司业务发展的重点之一，公司产品覆盖 40 余个国家和地区。2025 年，公司泰胜 | | | 蓝岛基地携手重要客户，承接了具有里程碑意义的荷兰 V236 海上风电项目 ...

Group 1 - The core viewpoint of the report highlights that Taisheng Wind Power achieved significant growth in revenue and net profit in the first half of 2025, with total revenue reaching 2.299 billion yuan, a year-on-year increase of 38.83% [1] - The company's revenue from onshore wind power equipment, including concrete towers, amounted to 1.882 billion yuan, reflecting a year-on-year growth of 25.61% [1] - The concrete tower products showed exceptional performance, generating revenue of 244 million yuan, which is a remarkable increase of 259.06% year-on-year [1] - The offshore wind power business also demonstrated recovery, with revenue of 363 million yuan, marking a year-on-year increase of 226.21% [1] - Overall, the wind power and marine engineering equipment manufacturing business saw a revenue increase of 39.49% year-on-year, serving as the main driver of the company's performance growth [1] Group 2 - In 2025, the company aims to continue steady development in wind power and marine engineering equipment manufacturing, seizing market opportunities to enhance market share in both domestic and overseas concrete tower businesses [1] - The production targets for 2025 include achieving a total output of 700,000 tons of steel towers and 250 sets of concrete towers, with approximately 46% of the steel tower target and 42% of the concrete tower target completed by the end of the reporting period [1] - In the zero-carbon business sector, the company will ensure the operational performance of the 50MW distributed wind power project in Song County, Henan, while promoting wind farm construction projects in various regions [2] - The company’s subsidiary has completed the grid connection of a 4.27MW rooftop distributed photovoltaic project, which will contribute to reducing carbon emissions and enhancing economic benefits [2] - A strategic cooperation agreement was signed with a domestic rocket manufacturer to explore new technologies and applications in the commercial aerospace sector, leveraging synergies with existing business [2]