MYSE(SH:601615)2019-07-30 11:25Group 1: Cost and Order Status - The cost of core components (blades, converters, main control systems, pitch systems) remains stable, with only blade costs slightly increasing due to timber prices [1] - As of the end of Q1 2019, the total order capacity for wind turbines is 7.81 GW, representing a 10.50% increase compared to the end of 2018 [1] - The total order amount for wind turbines is 34.5 billion yuan, reflecting a 10.03% increase [1] - Offshore wind turbine orders total 2.379 GW, valued at 15.762 billion yuan, with average bidding prices of 6,625 yuan per kW [1] Group 2: Technology and Innovation - The company adopts a compact semi-direct drive technology, which combines the advantages of direct drive and doubly-fed technologies, resulting in higher overall efficiency and reduced load on components [2] - The semi-direct drive technology has been under development since 2008 and is protected by over 400 patents, including more than 100 invention patents [2] - The integrated design of the main unit significantly reduces weight and volume compared to other technologies, providing a notable cost advantage [2]