Global Wind Power Market - Global new wind power installations in 2024 reached 117.0 GW, with 109.0 GW from onshore wind and 8.0 GW from offshore wind[7] - APAC accounted for 75% of total global installations in 2024, while Europe represented 14% and North America contributed 5%[7] - The levelized cost of global onshore wind power declined by 70% from 0.113 USD/kWh in 2010 to 0.034 USD/kWh in 2024[7] - The levelized cost of global offshore wind power decreased by 62% from 0.208 USD/kWh in 2010 to 0.079 USD/kWh in 2024[7] China Wind Power Development - China's new grid-connection capacity in the first half of 2025 was 51.4 GW, a 98.9% year-over-year increase, including 48.9 GW of onshore wind and 2.5 GW of offshore wind[14] - As of June 2025, China's cumulative grid-connected wind power capacity totaled 572.6 GW, accounting for 15.7% of China's power mix[14] - Wind power production in China increased 15.6% year-over-year to approximately 588.0 billion kWh in the first half of 2025, representing a penetration rate of 12.1%[14] - China's domestic public tender market totaled 71.9 GW in the first half of 2025, representing an 8.8% year-over-year increase[21] Goldwind's Performance - Goldwind's external sale capacity totaled 10,641 MW in the first half of 2025, an increase of 106.6% year-over-year, with 81.5% (8,672 MW) from WTG 6MW and above[29] - As of June 30, 2025, Goldwind's total order backlog was 54.8 GW, with external order backlog totaling 51.8 GW[35] - As of June 30, 2025, Goldwind's cumulative installation in overseas market is 10,025.53 MW[39] - Goldwind's revenue for the first half of 2025 totaled RMB 28,537 million, with a comprehensive profit margin of 15.35% and a net profit attributable to owners of the company of RMB 1,488 million[61]
金风科技(02208) - 2025 Q2 - 电话会议演示