Financial Performance - The company's semi-annual performance for 2024 will be disclosed in the semi-annual report on August 27, 2024 [2] - The company has implemented two stock price stabilization measures since late 2023 and early 2024, with directors, supervisors, and senior management increasing their holdings [2] - The controlling shareholder, Shanghai Electric Group, has voluntarily increased its holdings, with a cumulative increase not exceeding 2% of the company's total shares [2] Product Development - The company has launched the world's first 18-20MW wind-storage-load-grid integrated unit, with the specific model being EW18-20-260 [2] - The company has adjusted its onshore product line to a double-fed route, achieving good cost target realization rates for its excellent platform products [3] - The company has optimized offshore products around compact semi-direct drive technology, improving power generation and enhancing cost competitiveness [3] Order Acquisition - The company has secured orders exceeding 3GW from energy groups such as Inner Mongolia Energy, State Power Investment, Huaneng, and Huarun [2] - Overseas orders have surpassed 400,000 kW, with breakthroughs in markets like South Korea, Vietnam, and Indonesia, and some orders are expected to be delivered this year [3] Cost Control - The company has implemented cost reduction and control measures, focusing on platformization, modularization, and large-scale production [3] - Strategic alliances with core suppliers and optimized logistics and manufacturing processes have contributed to cost reduction [3] - The company has strengthened process management and optimized project costs across the entire business chain, showing results in cost control [3]
电气风电(688660) - 电气风电-2024年07月投资者关系活动记录表