Group 1: Company Strategy and Market Positioning - The company views the "Thousand Villages and Ten Thousand Towns Wind Action" initiative as a means to address challenges in grid connection and approval processes, anticipating growth in decentralized wind power projects [2] - The company has accumulated significant experience in decentralized wind power projects, including innovative models and partnerships with local entities [2] - The company is actively optimizing its strategies and business models in response to the latest policies, focusing on technology solutions and commercial approaches [2][3] Group 2: Market Expansion Strategies - The company aligns its market expansion strategies with national policies and market demands, particularly focusing on the development of large-scale land-based projects and offshore markets [3][4] - The company is enhancing its channel construction and sales models in overseas markets, with a clear strategy for key countries and targeted products [4] Group 3: Pricing Trends and Product Development - The company expects land-based wind turbine bidding prices to stabilize in 2024, while offshore wind turbine prices may decrease to meet grid parity requirements [5][6] - The company emphasizes the importance of maintaining quality and safety while pursuing cost reductions through larger turbine designs [6] - The company is implementing various measures, including technology upgrades and management optimizations, to address market challenges and enhance product competitiveness [7][8] Group 4: Operational Efficiency and Cost Management - The company aims to expand its scale by securing sales orders in land-based and offshore markets, while also developing wind resources and service businesses to diversify profit sources [9] - The company is focused on cost control and reduction through meticulous management across logistics, manufacturing, and service operations [9]
电气风电(688660) - 上海电气风电集团股份有限公司2024年04月投资者关系活动记录表