Windey(SZ:300772)2026-01-09 09:50Group 1: Wind Power Market Insights - The bidding prices for wind turbine units are expected to rise in 2025 due to the signing of a self-regulatory convention by 12 domestic manufacturers to combat unfair competition and low-price bidding [2] - National meetings have emphasized the need to prevent "involution" competition, leading some owners to adjust their bidding rules [2] - There is a growing preference among owners for high-quality, high-performance turbine units that optimize cost per kilowatt-hour [3] Group 2: Cost Reduction and Profitability Improvement - The company aims to enhance profitability through improved R&D capabilities, product performance, and the development of competitive new products [3] - Key strategies include optimizing critical parameters of wind turbine products, implementing new technologies, and self-research on core components to increase gross margins [3] Group 3: Offshore Wind Power Business Development - The company is focusing on the offshore wind power market in Zhejiang and coastal provinces, aiming to establish a leading position and brand advantage [3] - Investments have been made in offshore wind power assembly bases in Dalian and Wenzhou, creating a strategic layout [3] - The company has successfully bid for several deep-sea project orders in Zhejiang for 2025 [3] Group 4: Future Growth Drivers - Future growth will be driven by continuous policy support for the renewable energy sector [4] - Technological advancements are expected to enhance the strategic position of wind power within the renewable energy landscape [4] - Rapid expansion into domestic and international markets, along with increasing industry recognition and market share, will contribute to growth [4]