SEWPG(SH:688660)2024-12-26 08:35Group 1: Pricing and Cost Management - The company is currently negotiating prices for key core components, while other components have mostly completed negotiations, with overall prices expected to remain within a reasonable range [4] - The company has adjusted its accounting practices, moving warranty liabilities from "selling expenses" to "main business costs" and "other business costs" as of 2024 [4][7] - There may be upward price pressure on some components next year due to shortages [6] Group 2: Market Positioning and Strategy - The company will continue its dual strategy of focusing on both onshore and offshore markets, maintaining a certain market share on land while expanding into offshore and overseas niche markets [4] - The company has made breakthroughs in overseas orders in Southeast Asia and East Asia, including markets like South Korea, Vietnam, and Indonesia, and is also expanding into the Middle East and Eastern Europe [5] - The company aims to maintain a relatively reasonable wind turbine gross margin throughout the year [5] Group 3: Financial Performance - The company's gross margin has improved in the first three quarters of 2024, with expectations for overall performance to remain strong [5] - The company is focused on core technology, cost control, and optimizing project costs across the entire business chain to enhance operational efficiency [5]