GOLDWIND(002202) 证券时报网·2025-03-29 03:52Core Viewpoint - Goldwind Technology (金风科技) reported a revenue of 56.699 billion yuan for 2024, marking a year-on-year increase of 12.37%, and a net profit of 1.86 billion yuan, up 39.78% [1] Business Performance - The sales revenue from wind turbine and component production, research, and sales reached 38.92 billion yuan, a growth of 18.17%, accounting for 68.65% of total revenue [1] - The company achieved a domestic wind power installation capacity of 18.67 GW in 2024, holding a 22% market share, maintaining the top position in China for 14 consecutive years [1] - Globally, the new installation capacity reached 19.3 GW, with a market share of 15.9%, ranking first for three consecutive years [1] Orders and Market Expansion - As of the end of 2024, the total external orders amounted to 45,083.04 MW, a year-on-year increase of 55.93%, with overseas orders at 7,031.82 MW [2] - The company has expanded its international footprint, securing new orders in eight countries, bringing the total to 47 countries [2] Research and Development - Goldwind Technology emphasizes R&D investment, with a total of 6,173 domestic patent applications, including 3,740 invention patents, representing 61% [3] - The company has seen a 104% increase in new orders for mixed tower business, maintaining the highest market share in the industry [3] Wind Power Services - The company reported wind power service revenue of 5.507 billion yuan, with after-service revenue growing by 29.26% [3] - The operational capacity of domestic and international after-service projects approached 40 GW, reflecting a nearly 30% year-on-year growth [3] Wind Farm Investment and Development - The company added 1,980.28 MW of new equity grid-connected capacity in 2024, with a total global equity grid-connected capacity of 8,042.85 MW [4] - The company generated 6.237 billion yuan in revenue from wind power projects during the reporting period [4] Industry Outlook - The International Energy Agency (IEA) predicts that global onshore wind power capacity will double from 2017 to 2023, reaching 846 GW by 2030 [5] - Wood Mackenzie forecasts that China's wind power market will see an additional 895 GW of grid-connected capacity over the next decade, with onshore wind accounting for over 80% [6] Future Plans - Goldwind Technology aims for high-quality growth by focusing on innovation, efficiency, and market expansion, with plans to enhance its comprehensive strength and value realization across the entire supply chain [6]