Group 1: Wind Power Capacity - In 2023, the cumulative installed capacity of grid-connected wind power in China reached approximately 440 million kW, representing a year-on-year growth of 20.7% [2] - Among this, the cumulative installed capacity of onshore wind power was 400 million kW, while offshore wind power reached 37,290 kW, achieving growth in both sectors [2] - It is expected that by 2024, the total grid-connected wind power capacity in China will reach 500 million kW [2] Group 2: Business Expansion and Market Strategy - The company is expanding into non-wind power sectors such as engineering machinery, industrial machine tools, rail transportation, shield machines, and lifting machinery, collaborating with major clients like SANY Group and CRRC [3] - The internationalization strategy is a key part of the company's overall strategic layout, with overseas customer revenue continuously increasing and market share expanding through the establishment of overseas sales companies and production bases [3] Group 3: Profitability and Financial Performance - The company reported a significant decline in profit margins in Q1 2024, attributed to various factors including the impact of a restricted stock incentive plan announced on December 2, 2023, which affected net profit due to share-based payment expenses [3] - The company maintains that production and operations are normal despite the profit margin decline [3]
盘古智能(301456) - 2024年5月15日投资者关系活动记录表