TSP(300129) 证券时报网·2024-12-17 09:37Company Overview - Taisheng Wind Energy plans to raise up to 1.186 billion yuan through a private placement, with all net proceeds to be used for working capital [1] - The private placement shares will be fully subscribed by the controlling shareholder, Guangzhou Kaide Investment Holding Co Ltd, a state-owned enterprise [1] - Guangzhou Kaide's stake in Taisheng Wind Energy will increase from 26.93% to 38.39% after the private placement [2] - Guangzhou Kaide has committed not to reduce its holdings in Taisheng Wind Energy for 18 months after the private placement [2] Industry Trends - Global wind power installed capacity reached 116.6GW in 2023, a year-on-year increase of 50.26% [1] - Onshore wind power accounted for 105.8GW (90.74% of total new installations), up 53.78% year-on-year [1] - Offshore wind power installations reached 10.8GW, a 22.73% increase year-on-year [1] - Global wind power installed capacity is expected to grow at an average annual rate of 9.4% from 2024 to 2028 [1] Financial Performance - Taisheng Wind Energy's revenue from 2021 to 2023 and the first nine months of 2024 were 3.853 billion yuan, 3.127 billion yuan, 4.813 billion yuan, and 2.95 billion yuan respectively [3] - The company maintains a stable revenue scale and has made positive progress in onshore, offshore, and overseas markets [3] - Taisheng Wind Energy's asset-liability ratio is within a reasonable range in the industry [3] Business Strategy - Taisheng Wind Energy will focus on expanding domestic onshore wind power capacity, especially in central, western, and southern markets [4] - The company plans to improve its offshore wind power manufacturing base layout in South China [4] - For overseas markets, Taisheng Wind Energy is implementing technical upgrades at its Blue Island base and has established a European sales center in Germany [4] Technological Innovation - Taisheng Wind Energy successfully delivered its first set of rotor sail stators for Norsepower, marking a significant technological breakthrough in the new energy field [6][7] - The rotor sail technology, based on the Magnus effect, can reduce ship fuel consumption and emissions [6] - This achievement represents Taisheng Wind Energy's transition from a single-type wind power steel structure manufacturer to a diversified new energy product developer [7]