Windey(300772)2024-12-13 09:02Market Strategy and Competition - The company views the wind turbine bidding price as influenced by product type, market environment, and project conditions [1] - The industry signed a self-discipline convention to address issues like low-price competition and unfair contract terms, aiming to stabilize bidding prices [1] - The company focuses on high-quality products and services, optimizing operations, and improving profitability and market competitiveness [1] Overseas Business Expansion - Global wind power installations are expected to grow rapidly, with China's onshore wind power gaining overseas orders due to its efficient generation and stable performance [2] - The company has secured orders in Southeast Asia, Eastern Europe, Central Asia, and South America, with a breakthrough in the Middle East market in 2024 [2] - The company is accelerating global strategic layout, increasing overseas order scale, and collaborating with large international energy groups [2] Offshore Wind Power Development - The company has successfully secured offshore wind power projects in Zhejiang and Liaoning, with deliveries completed in Zhejiang in 2023 [3] - The company is building offshore wind power assembly bases in Dalian and Wenzhou, focusing on the "rooted in Zhejiang, deep development, radiating nationwide" strategy [3] - The company has developed 9MW and 16MW offshore wind turbine platforms for different sea areas [3] Investment in Blade Production Base - The company invested in the Taipingwan blade production base to enhance the synergy between blade and wind turbine production, promoting technological iteration and cost reduction [4] - The blade production base complements the host assembly base in Dalian, ensuring supply chain stability and reducing costs [4]