金风科技(002202) - 2025年12月04日投资者关系活动记录表
2025-12-04 11:00

Group 1: Wind Power Industry Overview - As of September 30, 2025, the total installed wind power capacity in China reached 581.6 GW, accounting for 15.6% of the total power generation capacity, with thermal power at 40.4% [2][3] - From January to September 2025, the newly added wind power grid-connected capacity was 61.1 GW, representing a year-on-year increase of 56.2% [2][3] Group 2: Tender and Pricing Situation - By September 30, 2025, the newly added tender volume in the domestic public tender market was 102.1 GW, a decrease of 14.3% compared to the same period last year [2][3] - The average bidding price for wind turbine units in the market as of September 2025 was 1,610 CNY per kW [2][3] Group 3: Company Order Status - As of September 30, 2025, the company had a total of 49,874 MW in external orders, with 605 MW (1%) from units below 4 MW, 7,716 MW (16%) from units between 4 MW and 6 MW, and 41,553 MW (83%) from units above 6 MW [2][4] Group 4: Information Security and Privacy Protection - The company adheres to multiple laws regarding cybersecurity and data protection, including the Cybersecurity Law and the Personal Information Protection Law, and has established a comprehensive information security management system [4] - The company achieved ISO 27001 certification in 2019 and upgraded to the 2022 version in 2024, enhancing its information security capabilities [4]