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通裕重工(300185) - 通裕重工调研活动信息
Tongyu HeavyTongyu Heavy(SZ:300185)2023-08-30 10:16

Group 1: Sales Performance - In the first half of the year, the company sold approximately 2,900 wind turbine main shafts, with a significant increase in the proportion of cast main shafts [1] - The sales of forged main shafts reached about 1,300 units, showing a notable growth in the number and proportion of cast main shafts compared to the previous year [1] - Major wind power clients include SANY Heavy Energy, Yunda Co., China CRRC, GE, and Germany's End [1] Group 2: Product Development - The company has established a complete manufacturing chain, providing core components for various industries, including energy, petrochemicals, and aerospace [2] - The company aims to expand its market for marine and hydropower forgings while enhancing its international market development in mining and cement sectors [2] Group 3: Future Outlook - The company plans to leverage its comprehensive R&D manufacturing platform to capture orders for high-value products like offshore wind components and pumped storage forgings [2] - There is a focus on increasing the proportion of overseas revenue and optimizing resource allocation to enhance profitability and development quality [2] - The company will continue to adjust its product structure and improve operational efficiency to achieve high-quality development [2]