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 successful integration of a "machine Tibetan antelope" into a herd demonstrates advancements in wildlife observation and data collection for behavioral studies [1] - The establishment of a "sky-ground integrated" ecological monitoring system by China Aerospace Science and Technology Corporation enhances the assessment of key ecological indicators [1] - An international research team has developed a machine learning-based equation to quantify glacier erosion rates, providing new tools for climate change research [1] Group 2 - The development and utilization of clean energy are crucial for ecological protection and low-carbon development, with significant investments being made in clean energy technologies [2] - The "Hualong One" nuclear power unit and the Jiangsu Dafeng offshore wind power project are examples of China's commitment to clean energy, with expected annual electricity generation of 55 billion kilowatt-hours from the nuclear project [2] - The implementation of an automated safety monitoring system at the Baihetan Hydropower Station exemplifies the integration of technology in ensuring efficient and safe clean energy production [2] Group 3 - Research from Finland's University of Jyväskylä indicates that lignin, a complex polymer found in plant cell walls, has broad-spectrum antiviral and antibacterial properties, suggesting its potential as a green alternative in various applications [3] - The emphasis on new productive forces as green productivity highlights the importance of scientific understanding and advanced technology in ecological civilization construction [3]

Group 1 - Qingdao Development and Reform Commission has focused on high-standard services for enterprises as a key strategy for promoting high-quality economic and social development, implementing the "Double Help and Double Find" initiative to support nearly 9,000 enterprises and projects in the first half of the year [1] - The initiative includes eight services aimed at helping enterprises create new scenarios for technology, products, and models, with the launch of 62 quality scenarios in the "10+1" innovative industrial system, contributing to the high-quality development of key industrial chains [1] - The "Qing New Consumption" brand has been established to promote new consumption scenarios, with the Qingdao Beer Museum seeing a visitor increase of over 50% year-on-year after its upgrade [1] Group 2 - The initiative has also included 12 services focused on market expansion, with over 37 policy promotion and exhibition activities held, benefiting more than 500 enterprises [2] - The establishment of the Qingdao Green Energy Industry Alliance has facilitated the development of over 200 energy sector companies, integrating local supply chains into national projects [2] - Financial support efforts have resulted in nearly 5.4 billion yuan in funding for enterprises, with 3,888 market entities receiving loans totaling 55.48 billion yuan [2] Group 3 - The initiative has provided 20 services aimed at resource acquisition, facilitating connections between leading enterprises and potential clients, and supporting participation in major projects [3] - The organization of the 2025 BOE Global Supply Partner Conference and the 2025 Star Map Low-altitude Cloud Development Conference has fostered collaboration among over 100 potential partners [3] - A new service list with 32 items has been introduced to continuously support enterprises, including measures to expand markets and secure international financing [3]

Core Insights - The completion of the last wind turbine blade installation at the Jinshan Offshore Wind Farm marks a significant milestone for the project, paving the way for full capacity grid connection by the end of the year [1][3] Project Overview - The Jinshan Offshore Wind Farm Phase I is the first competitive offshore wind project in China to be priced below the benchmark coal price, featuring 36 wind turbines with a single unit capacity of 8.5 megawatts, making it the largest offshore wind farm in Shanghai by single unit capacity [3] - The installation of the last turbine began on August 6 and took approximately 49 hours and 28 minutes to complete, involving the lifting and installation of the tower, nacelle, hub, and blades [3] Infrastructure Development - The offshore booster station for the project was installed on April 26, and the construction of 36 circuits of 35kV submarine cables and 23.7 kilometers of 220kV submarine cables is currently underway [3] - As of August 8, 28 circuits of the 35kV submarine cables have been laid between the wind turbines and the booster station, and 4.42 kilometers of the 220kV submarine cables have been installed from the booster station to the shore [3]