运达股份(300772) - 300772运达股份投资者关系管理信息20251017
WindeyWindey(SZ:300772)2025-10-20 07:10

Group 1: Order and Capacity - In the first half of 2025, the company added new orders totaling 11,974.28 MW, bringing the cumulative orders to 45,866.86 MW by the end of June 2025 [2] - The breakdown of cumulative orders includes: - 998.70 MW for wind turbines between 2 MW and 4 MW (excluding 4 MW) - 8,223.24 MW for wind turbines between 4 MW and 6 MW (excluding 6 MW) - 36,644.92 MW for wind turbines of 6 MW and above [2][3] Group 2: Wind Turbine Pricing - Wind turbine prices are influenced by product type, market conditions, and project specifications, with a slight increase in prices observed in 2025 due to heightened focus on quality and reliability [3] Group 3: Offshore Wind Power Development - The company aims to lead the offshore wind power sector by establishing bases in Dalian and Wenzhou, leveraging local resources and state-owned enterprise advantages to develop near and far sea projects [3] Group 4: International Business Growth - The company has seen over 100% year-on-year growth in overseas bidding capacity, achieving breakthroughs in markets such as the Middle East and North Africa, and plans to accelerate global strategic expansion [4] Group 5: Renewable Energy Station Performance - In the first half of 2025, the company secured new renewable energy project approvals/registrations totaling 605.98 MW, with a cumulative grid-connected capacity of 1,203.11 MW by the end of June 2025 [4] - The company achieved a revenue of 224 million CNY from power generation in the first half of 2025, reflecting a year-on-year growth of 31.08% [4]