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运达股份(300772) - 300772运达股份投资者关系管理信息20250616
WindeyWindey(SZ:300772)2025-06-16 11:38

Group 1: Wind Power Capacity and Growth - The domestic wind power installed capacity is expected to continue growing in 2025, with the company actively expanding its overseas business and securing project orders in multiple countries across Asia, Europe, South America, and Africa [1] - The company anticipates maintaining a growth trend in its installed capacity by 2025 [1] Group 2: Cost Reduction and Profitability Improvement - The company plans to enhance profitability through increased R&D capabilities, improved product performance, and the development of competitive new products [1] - Key strategies include optimizing critical parameters of wind turbine products, applying new technologies, and self-developing core components to improve gross margins [1] Group 3: Offshore Wind Power Development - The company aims to lead the offshore wind power market by investing in offshore wind power bases in Dalian and Wenzhou, establishing a "north-south" base layout [2] - It plans to leverage its advantages in resource endowment and state-owned enterprise status to implement several near and far offshore wind projects [2] Group 4: International Business Expansion - The company’s overseas bidding capacity has increased by over 100% year-on-year, maintaining a doubling growth trend for two consecutive years, with breakthroughs in the Middle East and North Africa [2] - Future strategies include accelerating global strategic layout and increasing the scale of overseas orders to create new profit growth points [2] Group 5: Key Drivers for Future Business Development - Major drivers for future business growth include ongoing policy support for the renewable energy sector, technological advancements, rapid expansion in domestic and international markets, and increasing industry recognition [2]