Group 1: Business Strategy and Market Outlook - The company aims to focus on offshore wind power development, leveraging the opportunities presented by the Guangdong provincial government's policies to enhance market operations and capacity [2] - The company plans to integrate resources to strengthen market operation capabilities and aims to establish a strong presence in the Guangdong and Fujian regions for offshore wind power equipment [2] - The company has a positive outlook on the offshore wind power market in Guangdong, with a significant market size and supportive policies [2] Group 2: Production Capacity and Orders - As of June 2021, the company has an offshore wind power capacity of 15 to 20 thousand tons and an onshore wind power capacity of 330 thousand tons [3] - The total value of executing and pending orders is approximately 324,024 thousand yuan, with a significant portion from offshore wind projects [3] - The company has received new foreign orders worth about 76,178 thousand yuan, with total foreign orders amounting to approximately 75,079 thousand yuan as of June 2021 [3] Group 3: Financial Performance and Risk Management - The company follows a "sales-driven production" model to manage inventory and minimize risks associated with price declines [4] - The company plans to allocate at least 20% of its distributable profits for cash dividends to shareholders, ensuring a stable return on investment [4] - The company is currently undergoing a change in control, with the process expected to be completed by the end of 2021 or early 2022, pending regulatory approvals [4]
泰胜风能(300129) - 泰胜风能2021年9月17日投资者关系活动记录