MYSE(601615)2024-09-12 10:45Financial Performance and Accounting - The sale of two wind farms, Kailu Mingyang and Naiman Banner Mingyang, was not completed in June, and their revenue was not recognized in the 2024 half-year report [4] - The company's accounts receivable stand at 14 billion, net profit at 600 million, and inventory at 10.7 billion, which are considered reasonable based on the company's scale and industry standards [5] - The company did not disclose the impact of estimated liabilities on the half-year gross margin, but detailed financial information is available in the half-year report [6] Market and Industry Trends - The national cumulative installed power generation capacity reached approximately 3.07 billion kilowatts by the end of June 2024, a 14.1% year-on-year increase, with wind power capacity at approximately 470 million kilowatts, up 19.9% [7] - Wind turbine bidding prices have stabilized, and the industry expects a recovery in wind power installation and project delivery in the third quarter, with offshore wind and overseas markets becoming new growth points [7] Strategic Development and Capital - The company is focusing on technological innovation and business model innovation to extend its value chain and transition into a comprehensive energy supplier [6] - The company will determine the need to introduce state-owned or foreign capital based on strategic and development needs, with specific information to be disclosed in company announcements [6] Operational Efficiency and Future Outlook - The company aims to improve operational efficiency, accelerate contract delivery, and reduce costs to enhance performance in the second half of 2024 [5] - The company is committed to reducing production costs and improving efficiency to create greater value for shareholders [5]