（编辑 任世碧） 证券日报网12月18日讯 金风科技在2025年12月18日回答调研者提问时表示，在资产管理服务方面，公 司以新能源资产保值与增值为目标，聚焦资产电量、电价、运营成本的持续优化，推动运营理念从"电 量最大化"向"电量最优化"升级。持续迭代升级金风天机交易云平台和数智中心，构建"全域数据融合 +智能决策闭环"的智能管理体系，更好地满足资产价值托管的需求。 ...

证券代码： 002202 证券简称：金风科技 金风科技股份有限公司投资者关系活动记录表 附件二：投资者关系活动记录表格式 | | | 编号： | | --- | --- | --- | | 投资者关系活动 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（请文字说明其他活动内容） | | | 参与单位名称及 | 华福证券 万伟 国投证券国际 罗璐 | | | 人员姓名 | 华创证券 张一驰 | | | 时间 | 2025年12月18日 | | | 地点 | 线上会议 | | | 上市公司接待人 员姓名 | 投资者关系经理 于洋 投资者关系主管 刘茜 | | | | 公司是否有帮助客户管理风电场的业务，发展情况如何？ | | | | 答：在资产管理服务方面，公司以新能源资产保值与增值为目标，聚焦资 | | | | 产电量、电价、运营成本的持续优化，推动运营理念从"电量最大化"向 | | | | "电量最优化"升级。持续迭代升级金风天机交易云平台和数智中心，构 | | | | 建"全域数据融合+智能决策闭 ...

Core Insights - The article highlights the growth and strategic initiatives of Goldwind Technology in the wind power sector, focusing on domestic bidding trends, international market expansion, service development, and low-carbon product strategies. Group 1: Domestic Wind Power Bidding - In the first half of 2025, the total domestic bidding volume reached 71.93 GW, representing a year-on-year increase of 8.8% [2] - Onshore bidding accounted for 66.95 GW, while offshore bidding was 4.99 GW, with northern regions contributing 77.2% of the total bidding capacity [2] - The trend towards larger wind turbines continues, with models of 6 MW and above maintaining a high bidding volume share [2] Group 2: International Market Expansion - Goldwind Technology has successfully expanded its international presence, covering 47 countries across six continents [3] - As of the first half of 2025, the cumulative installed capacity of international business reached 10,025.53 MW, with significant contributions from Asia (excluding China) and South America, each exceeding 2 GW [3] - North America, Africa, and Oceania also achieved notable installed capacities [3] Group 3: Wind Power Service Development - The demand for power trading products and services has increased due to participation in electricity market transactions [4] - In the first half of 2025, Goldwind upgraded its asset management services, enhancing its trading cloud platform and smart center, leading to a 25% increase in operational efficiency [4] - The company's domestic and international service capacity reached approximately 45.95 GW, marking a 37.0% year-on-year growth, with service revenue of 289,620.71 million yuan, including a 9.56% increase in after-service revenue [4] Group 4: Low-Carbon Product Strategy - Goldwind is integrating low-carbon principles throughout the lifecycle of its wind turbine products, responding to increasing market demand for low-carbon attributes [5] - The company has conducted lifecycle assessments for 12 turbine models to enhance Environmental Product Declaration (EPD) certification coverage and analyze environmental impact factors [5] - Efforts are focused on identifying potential carbon emission reductions to minimize carbon footprints [5]

Group 1: Domestic Wind Power Market - In the first half of 2025, the total bidding volume in the domestic market reached 71.93 GW, a year-on-year increase of 8.8% [2] - Onshore bidding volume was 66.95 GW, while offshore bidding volume was 4.99 GW [2] - Northern region accounted for 77.2% of the bidding capacity, while the southern region accounted for 22.8% [2] - The bidding volume for wind turbines of 6 MW and above maintained a high proportion [2] Group 2: International Market Expansion - As of mid-2025, the company has expanded its business to 47 countries across 6 continents, with a cumulative installed capacity of 10,025.53 MW in international markets [3] - Installed capacity in Asia (excluding China) and South America exceeded 2 GW, while North America, Africa, and Oceania each surpassed 1 GW [3] - The company had external orders totaling 7,359.82 MW in overseas markets as of June 30, 2025 [3] Group 3: Mixed Tower Business - In the first half of 2025, new orders for mixed towers in the domestic market increased by 50%, and delivery volume grew by 59% year-on-year [4] - The company secured 3 GW of international project orders [4] - A precast plant for independent concrete production has been established, enhancing the quality and reducing costs of mixed towers [4] Group 4: Wind Power Service Development - The company participated in electricity market trading for renewable energy projects, increasing demand for related products and services [4] - In the first half of 2025, the company’s wind power service revenue reached 289,620.71 million CNY, with after-service revenue of 175,470.72 million CNY, a year-on-year increase of 9.56% [4] - The operational capacity of domestic and international after-service projects approached 45.95 GW, reflecting a year-on-year growth of 37.0% [4] Group 5: Climate Change and Low-Carbon Products - The company emphasizes low-carbon attributes in its products, integrating environmental considerations throughout the product lifecycle [4] - Twelve models of wind turbines have undergone lifecycle assessments to enhance Environmental Product Declaration (EPD) certification coverage [4] - The company is identifying opportunities to improve the environmental performance of wind turbines and reduce carbon emissions [4]