TSP(SZ:300129)2026-01-09 09:18Group 1: Export Capacity and Client Structure - The company's total production capacity is approximately 1.1 million tons, with exportable capacity including: Yangzhou base 250,000 tons, Jinshan base 70,000 tons, and Blue Island base 200,000 tons [2] - Current export clients primarily include Goldwind International, Vestas, and Nordex [2] Group 2: Rocket Storage Tank Business Development - The company began research and technical preparation for the rocket storage tank business at the end of 2024, with the production base project officially initiated by the end of 2025 [2] - The production line for rocket storage tanks is designed for a capacity of 60 tanks, expected to commence production by mid-2026 [2] - The estimated value of a single storage tank ranges from 2.5 million to 5 million yuan, with a single rocket potentially requiring 2 to 6 tanks, thus the total value depends on client design [2] Group 3: Production Line and Equipment - The production line for rocket storage tanks requires new equipment due to significant differences in production processes compared to tower sections [2] - Most large equipment has been acquired, and no significant procurement bottlenecks have been encountered [2] Group 4: Profitability and Market Position - The company is currently unable to provide specific gross margin expectations for the storage tank products as the production line is still under construction [2] - There are no major differences in the manufacturing of reusable and disposable rockets in terms of storage tank production, primarily following client design requirements [2]