未知机构：风电铸件核心要点铸件出货1日月4月份铸件产量约5万吨实际出货-20250603

Summary of Wind Power Casting Conference Call Industry Overview - The wind power casting industry is characterized by a relatively small price difference among different manufacturers, but significant price variations exist between different main engine manufacturers collaborating with the same casting supplier [1][2] Company Performance - In April, the casting production of the company was approximately 50,000 tons, with actual shipments around 48,000 tons. The estimated production for May is expected to reach 60,000 tons, with shipments projected to exceed 55,000 tons [1][2] - The company currently has an order backlog of approximately 580,000 tons for wind power castings, with some customer orders yet to be fully received. It is anticipated that these orders will be executed by November to December [1][2] Supplier Relationships - The company collaborates with several suppliers, including Jixin, Guochuang, and Tongyu, in addition to its primary supplier, which is Dayue. Notably, Sany receives over 70% of its supply from Dayue [1][2]