运达股份(300772) - 运达股份调研活动信息

Group 1: Wind Turbine Sales and Performance - The total wind turbine shipment volume for the first three quarters of the year is approximately 2.2 GW [1][2] - The change in gross margin for the third quarter is primarily due to the structural differences in delivered projects [1][2] - High-margin projects delivered in the third quarter raised the overall gross margin level [2] Group 2: Product Models and Pricing - The main models sold by the company are the 2.5 MW and 3 MW turbines, with some models exceeding 3 MW [2] - The expected unit cost per kilowatt for the 3 MW model is anticipated to be lower than that of the 2.5 MW model due to the larger scale of wind turbines [2] Group 3: Supply Chain and Project Progress - The company benefits from stable, long-term relationships with suppliers, which provide strong support in pricing and supply [2] - The Xiyang Phase I project has achieved grid connection, while Phase II and the Zhangbei project are under construction, with expectations for grid connection this year [2]