Group 1: Domestic Wind Power Market - In the first half of 2025, the total bidding volume in the domestic market reached 71.93 GW, a year-on-year increase of 8.8% [2] - Onshore bidding volume was 66.95 GW, while offshore bidding volume was 4.99 GW [2] - Northern region accounted for 77.2% of the bidding capacity, while the southern region accounted for 22.8% [2] - The bidding volume for wind turbines of 6 MW and above maintained a high proportion [2] Group 2: International Market Expansion - As of mid-2025, the company has expanded its business to 47 countries across 6 continents, with a cumulative installed capacity of 10,025.53 MW in international markets [3] - Installed capacity in Asia (excluding China) and South America exceeded 2 GW, while North America, Africa, and Oceania each surpassed 1 GW [3] - The company had external orders totaling 7,359.82 MW in overseas markets as of June 30, 2025 [3] Group 3: Mixed Tower Business - In the first half of 2025, new orders for mixed towers in the domestic market increased by 50%, and delivery volume grew by 59% year-on-year [4] - The company secured 3 GW of international project orders [4] - A precast plant for independent concrete production has been established, enhancing the quality and reducing costs of mixed towers [4] Group 4: Wind Power Service Development - The company participated in electricity market trading for renewable energy projects, increasing demand for related products and services [4] - In the first half of 2025, the company’s wind power service revenue reached 289,620.71 million CNY, with after-service revenue of 175,470.72 million CNY, a year-on-year increase of 9.56% [4] - The operational capacity of domestic and international after-service projects approached 45.95 GW, reflecting a year-on-year growth of 37.0% [4] Group 5: Climate Change and Low-Carbon Products - The company emphasizes low-carbon attributes in its products, integrating environmental considerations throughout the product lifecycle [4] - Twelve models of wind turbines have undergone lifecycle assessments to enhance Environmental Product Declaration (EPD) certification coverage [4] - The company is identifying opportunities to improve the environmental performance of wind turbines and reduce carbon emissions [4]
金风科技(002202) - 2025年9月12日 2025年中期业绩路演活动