金风科技(002202) - 2023年5月9日投资者路演活动
GOLDWINDGOLDWIND(SZ:002202)2023-05-10 11:07

Group 1: Domestic Wind Power Market - In Q1 2023, the newly installed wind power capacity in China reached 10.4 GW, a year-on-year increase of 31.6% [1] - As of the end of Q1 2023, the cumulative installed wind power capacity in China was 375.7 GW, accounting for 14.3% of the total installed power capacity, while the proportion of thermal power decreased to 51.1% [1] - The national electricity consumption in Q1 2023 was 21,203 billion kWh, representing a year-on-year growth of 3.8% [1] - The national wind power utilization hours were 615 hours, an increase of 60 hours compared to the same period last year [2] Group 2: Overseas Business and Orders - As of March 31, 2023, the company had external orders totaling 4,529 MW overseas, a year-on-year increase of 65.7%, primarily distributed in countries such as Vietnam, Chile, Uzbekistan, South Africa, and Australia [2] Group 3: Product Development and Services - In 2022, the company commercialized multiple products on the medium-speed permanent magnet platform, including GWHV12, GWHV20, and GWHV21, with GWHV12 projects entering the grid connection phase [2] - The company's after-sales service includes on-site operation and maintenance, spare parts supply, component repair, software upgrades, technical improvements, and power generation enhancement, providing comprehensive solutions throughout the wind farm lifecycle [2] - In 2022, the company evaluated 202 wind turbine business suppliers for green production, with 24 suppliers rated as 4-star and 5-star, representing 49% of the total [3] - The proportion of green electricity used by major suppliers producing products for the company reached 45.89% [3]

GOLDWIND-金风科技(002202) - 2023年5月9日投资者路演活动 - Reportify