TSP(SZ:300129)2022-12-05 01:46Group 1: Wind Power Development - The domestic wind power industry has entered a relatively stable development phase, with limited new market capacity and increased competition [2] - Offshore wind power development is accelerating, with significant growth in new installations expected this year compared to last year [2] Group 2: Blue Island Marine Engineering Orders - As of the end of Q1, Blue Island Marine Engineering has orders exceeding 600 million yuan, showing substantial growth compared to the same period last year [2] Group 3: Cost and Weight Comparison - The weight and cost of offshore wind power foundations are significantly higher than those of onshore wind power, influenced by various factors such as geographical conditions and design structures [2] Group 4: Impact of Steel Prices - Fluctuations in steel prices have led to a decrease in product gross margin compared to last year, although overall profitability remains relatively stable in the long term [2] Group 5: Competitive Landscape - Blue Island Marine Engineering faces competition from companies like Daikin and regional steel structure enterprises, but possesses advantages in management experience and resource accumulation [2] Group 6: Wind Power Operations - The company is developing distributed wind farms in Zhejiang Yuhuan, progressing smoothly despite short-term limitations in certain regional markets [2] Group 7: Military Projects - The company is advancing military-related projects as planned, with ongoing resource assessment and project evaluation [2]