Group 1 - The company expects a net profit attributable to shareholders of 35 million to 45 million yuan for the first half of 2025, marking a turnaround from losses in the previous year [1] - The improvement in performance is primarily driven by the recovery in the wind power sector, the release of production capacity for large megawatt flanges and bearings, and significant growth in the performance of its subsidiary, Runliuchi Technology [1][4] - The company is entering a new growth cycle, confirmed by the dual growth in wind power and computing power businesses [1][4] Group 2 - The wind power industry has seen a significant improvement in market conditions, with a 134.21% year-on-year increase in new installations, totaling 46.28 GW from January to May 2025 [2] - The company is one of the few manufacturers capable of producing offshore tower flanges of 12 MW and above, with accelerated production capacity and increased sales margins in the wind power segment [2] - The company’s main shaft bearings have passed bench tests and are now in mass production, enhancing its competitiveness in high-end equipment [2] Group 3 - Runliuchi Technology, a subsidiary of the company, reported a revenue of 250 million yuan in the first quarter of 2025, exceeding the total revenue for 2024, with a year-on-year growth rate of over 2800% [3] - The company has established a comprehensive service system for computing power, providing customized support for various industries, including internet, finance, and smart manufacturing [3] - The domestic computing power leasing market is expected to exceed 211.6 billion yuan by the end of 2025, driven by government subsidies and increasing demand for AI computing power [3] Group 4 - The company’s performance forecast for the first half of 2025 indicates a formal entry into a profit cycle, with significant results from its dual-driven strategy in wind power and computing power [4] - Long-term benefits are anticipated from the synergy between wind power policy incentives and the explosive demand for AI computing power, leveraging the company’s technological and production advantages [4]