运达股份(300772) - 运达股份调研活动信息

Financial Performance - The company's revenue for Q1 2022 increased by nearly 70% year-on-year, amounting to approximately 34.13 billion CNY, compared to the adjusted figures before the retrospective adjustment [1] - The net profit attributable to shareholders for the same period reached 1.12 billion CNY, reflecting a growth of 160% [1] Order Status - As of March 31, 2022, the total orders on hand amounted to 13,419.10 MW, which includes both signed contracts yet to be executed and projects that have won bids but not yet signed [2] - The breakdown of orders includes: - 811.1 MW for wind turbines of 2MW-3MW (excluding 3MW) - 4,255.5 MW for wind turbines of 3MW-4MW - 3,851.7 MW for wind turbines of 4MW (excluding 5MW) - 4,500.8 MW for wind turbines of 5MW and above [2] Future Outlook - The company is confident in future performance due to a robust order backlog, which is more than double the amount at the end of 2020 [2] - The company is actively expanding into offshore and overseas markets, which are expected to become new profit growth points [2] - Continuous technological innovation in the wind power industry is anticipated to lower costs and enhance performance, facilitating the transition of wind energy from a supplementary to a primary energy source [2] Renewable Energy Development - The renewable energy station investment and operation business is a key segment for the company, with 1.66 million kW of wind and solar development indicators approved by provincial energy departments in 2021 [2] - The company plans to accelerate investments in renewable energy stations and enhance the development of wind and solar resources in 2022 [2] Offshore Wind Power Strategy - The company has prioritized offshore wind power since the "13th Five-Year Plan" period, focusing on technology research and product testing [2] - Plans are in place to enter the offshore wind market, leveraging technological advantages to achieve cost parity [2] - The company aims to establish a leading position in the coastal provinces, enhancing its brand and core competitiveness in offshore wind power [2]