Windey(SZ:300772)2024-11-22 09:41Group 1: Order and Revenue Insights - As of September 2024, the total cumulative orders for wind turbine units reached 35,848.83 MW, with new orders amounting to 18,717.69 MW [1] - The breakdown of cumulative orders includes: - 2MW-4MW: 1,970.20 MW - 4MW-6MW: 13,904.06 MW - 6MW-8MW: 11,458.52 MW - 8MW and above: 8,516.05 MW [1] Group 2: Profitability and Market Strategy - The company emphasizes high-quality products and services while implementing various measures to optimize operations and enhance profitability [2] - The bidding prices for wind turbines are expected to stabilize due to increased focus on quality and reliability within the industry [2] Group 3: International Business Development - The company is expanding its overseas business, having secured orders in Southeast Asia, Eastern Europe, Central Asia, and South America, with a breakthrough in the Middle East market in 2024 [2] - The global wind power installed capacity is projected to grow rapidly, enhancing the international influence of Chinese brands and technologies [2] Group 4: Offshore Wind Power Initiatives - The company has successfully obtained offshore wind power projects in Zhejiang and Liaoning, with the delivery of a wind power parity project completed in 2023 [2] - It is developing core competencies in offshore wind power, focusing on a strategy of "based in Zhejiang, far-reaching development, radiating nationwide" [2] Group 5: New Energy Projects - In the first half of 2024, the company added 661,000 kW of controlled new energy (wind/solar) project capacity, with approved/registered capacity reaching 811,800 kW [2] - The company is prioritizing efficiency while considering scale, actively investing in new energy generation projects [2]