Core Viewpoint - The company, Taisheng Wind Power (300129.SZ), is currently focused on wind power and marine equipment manufacturing, with plans to expand into energy storage and hydrogen production in the future [1] Group 1: Business Overview - The company's main business includes wind power and marine equipment manufacturing, zero-carbon business, innovation, and other related activities [1] - Currently, the company does not engage in energy storage business [1] Group 2: Future Plans - The company aims to enhance its business platform, develop wind resource mechanisms, and establish wind farm operation systems [1] - There is a focus on resource reserves for various related projects, including energy storage and hydrogen production, to achieve business scale growth [1] - The company seeks to create synergies between its wind power and marine equipment businesses [1]

Group 1 - The company achieved a revenue of 2.299 billion yuan in the first half of 2025, representing a year-on-year growth of 38.83% and a net profit attributable to shareholders of 119 million yuan [1] - The company's onshore wind power equipment products, including concrete towers, generated a revenue of 1.882 billion yuan, up 25.61% year-on-year, with concrete tower products alone achieving a revenue of 244 million yuan, a significant increase of 259.06% [1] - The offshore wind power business generated a revenue of 363 million yuan, marking a year-on-year growth of 226.21%, contributing to an overall revenue increase of 39.49% in wind power and offshore equipment manufacturing for the first half of 2025 [1] Group 2 - The company is focusing on expanding its overseas business, having established a European center in Germany and successfully obtaining supplier certification from several major overseas clients since the launch of its Yangzhou base in 2023 [2] - The company aims to steadily develop its main wind power and offshore equipment manufacturing business in 2025, targeting a total production goal of 700,000 tons of steel towers and 250 sets of concrete towers, with approximately 46% and 42% of these targets completed by the end of June [2] - The company is also venturing into innovative businesses by signing a strategic cooperation agreement with domestic manufacturers in the aerospace sector, planning to leverage synergies with its existing operations while enhancing growth momentum through investment and resource-driven strategies [2]