Workflow
风电场无人化
icon
Search documents
金风科技(002202) - 2025年一季度业绩路演活动
2025-05-13 09:40
Group 1: Domestic Wind Power Market - In Q1 2025, the newly installed wind power capacity in China was 14.6 GW, a year-on-year decrease of 5.7% [3] - As of the end of Q1 2025, the cumulative installed wind power capacity reached 535.4 GW, accounting for 15.6% of the total installed power capacity, while thermal power's share decreased to 42.3% [3] Group 2: International Market Expansion - Goldwind Technology has expanded its business to 47 countries across 6 continents, with installed capacity exceeding 1 GW in North America, Australia, Asia (excluding China), and South America [3] - As of March 31, 2025, the company's external orders amounted to 6,909 MW, representing a year-on-year growth of 26.1% [3] Group 3: Product Development and Innovation - The GWHV12 platform has achieved over 10 GW in single-platform deliveries for two consecutive years, while the GWHV17 platform covers low, medium, and high wind speeds [4] - The newly launched GWH204 Ultra model addresses complex scenarios such as rural and mountainous wind power [4] - The GWHV20 platform has successfully delivered its first 1 million kW project in the same year of commissioning, showcasing high installation efficiency [4] - The new GWH300-20 (25) MW model aims to reduce the Levelized Cost of Energy (LCOE) by 10% in deep-sea applications [4] Group 4: Wind Power Service Business - By the end of 2024, the company's operational capacity in wind power services approached 40 GW, reflecting a year-on-year growth of nearly 30% [5] - In 2024, wind power service revenue reached 550,703.14 million yuan, with after-service revenue of 391,297.04 million yuan, marking a year-on-year increase of 29.26% [5] Group 5: Green Production and Operations - Goldwind Technology emphasizes resource conservation and environmental friendliness, with ISO 14001 certification covering mixed towers, energy storage, and carbon management by the end of 2024 [6] - Ten factories have established energy management systems and received ISO 50001 certification, while four factories achieved national-level green factory certification and another four received provincial-level certification [6]