TSP(SZ:300129)2022-12-06 05:24Group 1: Company Development Strategy - The company aims to maintain stable growth in traditional onshore wind power while focusing on expanding offshore wind power and overseas markets [2] - The proportion of new overseas orders and offshore wind power orders has significantly increased, indicating successful product structure adjustments over the past two years [2] Group 2: Industry Outlook - The domestic wind power industry is entering a stable development phase, providing a relatively stable business space, while offshore wind power is experiencing rapid growth [2] - The "13th Five-Year Plan" has created favorable market conditions for the offshore wind power sector, with strong demand in overseas markets [2] Group 3: Accounts Receivable Management - The increase in accounts receivable is attributed to the company's expanding business scale, with major clients being long-term partners, reducing the risk of bad debts [2] Group 4: Industry Transformation - The company is considering a transition to the military industry due to the stabilization of the domestic onshore wind power market and the strategic opportunity presented by military-civilian integration [2] - Collaboration with Fengnian Capital is underway to accumulate industry experience and market resources for a systematic layout in the military sector [2]