运达股份(300772) - 运达股份调研活动信息
WindeyWindey(SZ:300772)2022-12-04 09:04

Group 1: Industry Trends - Due to adjustments in electricity pricing policies, the commencement of wind power projects has accelerated significantly, with a substantial increase in installed capacity expected this year compared to last year [2] - The price trend of core components is anticipated to rise next year, but the company maintains stable, long-term relationships with suppliers, ensuring product quality and timely delivery [2] Group 2: Company Strategies - In the era of grid parity, wind power investors need to consider both generation efficiency and costs, seeking optimal suppliers to promote cost reduction and technological advancement in the industry [2] - The company plans to enhance technology development to improve generation efficiency and reduce manufacturing costs [2]