Windey(SZ:300772)2025-06-27 07:44Group 1: Wind Power Installation and Growth - The company expects its wind power installation capacity to continue growing in 2025, driven by the dual carbon goals and the "14th Five-Year Plan" development objectives [1] - The company has secured project orders in multiple countries across Asia, Europe, South America, and Africa, accelerating its global strategic layout [1] Group 2: Cost Optimization and Profitability - To improve profitability amid intensified industry price competition, the company plans to enhance its R&D capabilities, improve product performance, and develop competitive new products [1] - Key technological advancements include optimizing critical parameters of wind turbine products, applying new technologies, and self-developing core components to enhance cost competitiveness [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 local resource advantages and state-owned enterprise benefits to implement several near and far offshore wind projects [2] Group 4: International Business Expansion - The company’s onshore wind power technology and supply chain capabilities are at a world-class level, with increasing international competitiveness [2] - In 2024, the company’s overseas bidding capacity is expected to grow by over 100% year-on-year, achieving breakthroughs in markets like the Middle East and North Africa [2] Group 5: EPC Business Development - In 2024, the company secured EPC contracts worth 7.053 billion yuan, with external orders reaching 5.649 billion yuan, indicating a growing scale in its engineering contracting business [2] - The company aims to expand revenue and create profit growth points through qualification upgrades and enhanced competitiveness in the EPC sector [2]