JIN LEI(300443)2022-12-03 09:04Group 1: Expansion Plans - The company is actively promoting the construction of an 8000 MW level wind turbine main shaft casting and forging project, which will lay a solid foundation for developing high-end mold steel and other high-end equipment manufacturing products [3] - The company seeks new development space in the wind power industry and high-end equipment manufacturing through independent development and external expansion [3] Group 2: Customer Structure - The main customers are globally leading wind turbine manufacturers, with a focus on maintaining relationships with high-quality clients [3] - The company has established stable business relationships with seven of the top ten global turbine manufacturers, including Vestas, GE, and Siemens-Gamesa [3][4] Group 3: Order and Production Status - The company currently has sufficient orders, with all workshops operating at full capacity to ensure timely and quality delivery [4] - The pre-IPO production capacity was 34,000 tons, with an additional 40,000 tons expected from the IPO fundraising projects [4] Group 4: Capacity Expansion - After the completion of the non-public offering project, the company plans to add 48,000 tons of production capacity, reaching a total capacity of 122,000 tons [4] - The company expects to achieve a production capacity of 80,000 to 90,000 tons in 2019 [5] Group 5: Steel Price Outlook - The company anticipates a downward trend in steel prices in 2019, with supply expected to ease as environmental restrictions are no longer applied uniformly [5] Group 6: Investor Relations - The company ensures that information disclosure is truthful, accurate, complete, timely, and fair, adhering to regulations during investor communications [5]