Group 1: Wind Power Industry Development - In the first three quarters of 2025, China's newly installed wind power capacity reached 61.1 GW, a year-on-year increase of 56.2% [2] - As of September 30, 2025, the cumulative installed wind power capacity in China was 581.6 GW, accounting for 15.6% of the total installed power capacity [2] - Thermal power accounted for 40.4% of the total installed power capacity [2] Group 2: Company Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of RMB 48,146,709,129.40 and a net profit of RMB 2,584,374,593.56 [3] - Basic earnings per share were RMB 0.5969, with a weighted average return on equity of 6.67% [3] Group 3: Wind Turbine Sales Performance - The company sold 18,449.70 MW of wind turbine capacity from January to September 2025, representing a year-on-year growth of 90.01% [3] - Sales breakdown: - Units below 4 MW: 22.50 MW (0.12%) - Units between 4 MW and 6 MW: 2,550.05 MW (13.82%) - Units above 6 MW: 15,877.15 MW (86.06%) [3] Group 4: International Market Expansion - The company has expanded its international business to 47 countries across six continents, with a cumulative installed capacity of 11,214.62 MW as of Q3 2025 [4] - Installed capacity in Asia (excluding China) exceeded 3 GW, while South America and Oceania each surpassed 2 GW, and North America and Africa each exceeded 1 GW [4] - As of September 30, 2025, the company had external orders totaling 7,161.72 MW [4] Group 5: Self-owned Wind Farms - The total equity installed capacity of the company's self-owned wind farms reached 8,688 MW as of September 30, 2025 [4] - The domestic wind farm equity under construction was 4,062 MW [4] - The average utilization hours of self-owned wind farms from January to September 2025 were 1,730 hours [4] Group 6: Green Supply Chain Initiatives - Since 2016, the company has implemented a "green supply chain" project to promote low-carbon practices across the industry [4] - In 2024, the green audit coverage rate for major component suppliers reached 100% [4] - The proportion of green electricity used in the production of the company's products by major suppliers reached 78% in 2024 [4]
金风科技(002202) - 2025年三季度业绩路演活动