金风科技(002202) - 2025年4月3日 2024年报业绩路演活动

Group 1: Wind Power Market Overview - In 2024, the total new bidding for wind power in China reached 164.1 GW, a year-on-year increase of 90.2% [5] - Onshore bidding accounted for 152.8 GW (80.5%), while offshore bidding was 11.3 GW (19.5%) [5] Group 2: Product Development and Innovation - The GWHV20 platform achieved its first million-kilowatt project delivery and grid connection in the same year, showcasing high installation efficiency and quality [5] - The new deep-sea flagship product GWH300-20 (25) MW features integrated drive chains and high-performance blades, aimed at reducing the levelized cost of electricity (LCOE) to 10% in future deep-sea applications [4][5] Group 3: Financial Performance - In 2024, the wind turbine and components sales segment generated revenue of ¥38,920,578,163.85, with a gross margin of 5.05%, up by 4.89 percentage points year-on-year [5] - The wind farm development segment reported revenue of ¥10,853,521,101.18, with a gross margin of 40.01%, down by 7.29 percentage points year-on-year [5] - The wind service segment achieved revenue of ¥5,507,031,409.23, with a gross margin of 21.50%, an increase of 1.66 percentage points year-on-year [5] - Other business revenues totaled ¥1,418,032,116.28, with a gross margin of 23.38%, down by 1.28 percentage points year-on-year [5] Group 4: International Expansion - International sales revenue in 2024 reached ¥12,007,545,314.15, a year-on-year increase of 53.14% [6] - The company secured orders in 47 countries, including new markets in the Philippines, Namibia, and Georgia [6] - As of December 31, 2024, the company had an external order backlog of 7,031.82 MW [6] Group 5: Green Supply Chain Initiatives - The company updated its "Green Supplier Evaluation Standards" and achieved 100% coverage in green audits for major component suppliers [7] - In 2024, 78% of the green electricity usage ratio was achieved among major suppliers producing products for the company [7] - The company prioritizes suppliers with high green electricity usage in procurement and offers policy incentives to encourage increased green electricity consumption [7]