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泰胜风能(300129) - 2017年5月5日投资者关系活动记录表
TSPTSP(SZ:300129)2022-12-06 02:40

Group 1: Company Outlook and Market Position - The company remains optimistic about the healthy and stable development of the wind power industry in the long term, considering overall economic conditions and national policies [2] - The company is enhancing its focus on overseas business, with an increasing share of overseas operations expected to continue this year [2] - The company is positioned as a high-end equipment manufacturing enterprise, aiming to maintain a leading market position in the wind power sector, particularly in offshore wind power [2] Group 2: Export Capacity and Projects - The company has two existing export bases in Shanghai and Baotou, which are nearing saturation, and is advancing the technological transformation project at Blue Island Offshore [2] - The completion of the Blue Island Offshore technological transformation project is expected to significantly enhance the company's export capacity [2] - The company is actively developing new clients in Europe and Japan while maintaining relationships with existing key customers [2] Group 3: Offshore Wind Power Development - Offshore wind power development has been slow but is accelerating, with many projects entering approval and bidding phases, leading to a significant expected increase in installed capacity this year [2] - The Blue Island Offshore base has a strong market share in offshore wind power structures, and the company is forming dedicated teams to track multiple project developments [2] Group 4: Military Transition Progress - The company is progressing normally with its military transition plans, which involve resource assessment and project evaluation, although the approval process may take longer due to the industry's specific requirements [2]