SEWPG(SH:688660)2022-11-19 03:02Group 1: Market Conditions and Pricing Strategy - The company acknowledges a shift from price parity to lower pricing in the land wind market due to intense competition and the complete withdrawal of national subsidies [1] - The offshore wind power installation peak has led to a rapid decline in prices, with uncertainty about whether the bottom has been reached [1] - The company aims to maintain a relatively stable gross profit margin through various cost-reduction strategies while considering owner preferences and project resource endowments in its differentiated pricing strategy [1] Group 2: Cost Reduction Strategies - The company continues to focus on large capacity, precision, and customization in product development, utilizing a shared product platform to reduce overall machine costs [1] - In logistics management, the company promotes a logistics manager contracting system and enhances outsourced logistics management through digital means for efficient route planning and quick inventory turnover [1] - Manufacturing efficiency is being improved by standardizing construction across manufacturing bases, increasing per capita efficiency, and reducing operational costs [1] Group 3: Component Development and Collaboration - The company is involving suppliers in joint design from the component development stage for key parts like blades, gearboxes, and generators to reduce costs from the design source [1] - Efforts are being made to optimize design processes to lower manufacturing costs for suppliers and enhance the utilization of raw materials [1]