思源电气(002028) - 2024年9月25日投资者关系活动记录表
SIEYUANSIEYUAN(SZ:002028)2024-09-27 09:53

Group 1: Market Performance - The delivery situation in both domestic and overseas markets is stable, with no significant fluctuations reported [2] - The company's current performance aligns with the predetermined phased goals, and all projects are progressing as planned [3] - The delivery progress of the UHV (Ultra High Voltage) projects is normal [4] Group 2: Business Strategy - The company primarily adopts a direct sales model in the new energy sector, targeting end customers, including major power groups and various investors [2] - The company is actively expanding its transformer business in overseas markets, achieving breakthroughs in new markets [4] - The company has begun market sales work for the 750kV GIS project and is adjusting strategies to capture market share [3] Group 3: Future Outlook - The annual target for 2025 has not yet been determined [3] - The overseas market shows significant growth potential, with an expected increase in contribution to the company's total business volume [3] - The company maintains good cooperative relationships with major operators in overseas markets, which are crucial for business growth [3]