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Shanghai Taisheng Wind Power Equipment (300129.SZ) currently does not have the experience to develop deep-sea wind energy.
On July 25th, Guolonghui reported that an investor asked Shanghai Taisheng Wind Power Equipment Co., Ltd. (stock code: 300129) on the investor interactive platform whether the company has the ability to develop deep-sea wind energy. The company replied that it is currently actively promoting onshore wind farms in South China, Northwest China, and other regions, and currently lack experience in the development of deep-sea wind energy. However, as offshore wind power gradually develops towards deep seas, floating structures are one of the important development directions of deep-sea wind energy. The company won the contract for the float equipment of the Wanning floating prototype project in Hainan and produces floating offshore tower cylinders in Japan, which means that the company's products and manufacturing processes have been fully recognized by customers.
Shanghai Taisheng Wind Power Equipment (300129.SZ): Vice General Manager Lin Jun resigns due to personal health reasons.
On July 19th, Gelun Hui reported that Shanghai Taisheng Wind Power Equipment (300129.SZ) recently received a written resignation report from Mr. Lin Jun, the deputy general manager. Mr. Lin Jun applied to resign from the position of deputy general manager of the company due to personal health reasons. Mr. Lin Jun's original term was until June 5, 2025. According to relevant laws, regulations, and normative documents, Mr. Lin Jun's resignation report will take effect from the date the company's board of directors receives it. After the resignation, Mr. Lin Jun will no longer hold any position in the company.
Huachuang Securities: Europe's sea breeze has entered a period of high-speed growth, and domestic companies are ushering in a new chapter of going global.
Zhì tōng cái jīng APP learned that Huá chuàng zhèng quàn released research reports shows that the overseas single-pile capacity is about 1 million tons this year, after the expansion it will be 1.83 million tons. Based on the newly installed capacity forecasted by GWEC, there is already a supply gap in the overseas single-pile market this year, and if there is no expansion plan in the future, the gap will continue to widen. There is a shortage of local offshore wind supply chain in Europe, and in the future, with further release of demand, domestic leading offshore wind companies may achieve overseas order growth. Along the offshore wind out to sea line, it is recommended to pay attention to the cable/tower pile link. As for the symbol, pay attention to the offshore cable leading industry with overseas historical performance, such as Ningbo Orient Wires & Cables.
Shanghai Taisheng Wind Power Equipment (300129.SZ) has not yet received any offshore photovoltaic orders.
Shanghai Taisheng Wind Power Equipment (300129.SZ) stated on the investor interaction platform on July 9th that the company has not yet undertaken offshore photovoltaic orders.
Shanghai Taisheng Wind Power Equipment (300129.SZ): Annual equity distribution of 10 dividends of 0.5 yuan in 2023. The ex-rights and ex-dividend date is July 17th.
On July 8th, Gelunhui reported that Shanghai Taisheng Wind Power Equipment (stock code: 300129.SZ) announced that the company's annual equity distribution plan for 2023 was based on the existing total share capital of 934,899,232 shares, distributing 0.5 yuan in cash per 10 shares to all shareholders. The registration date for this equity distribution is July 16, 2024, and the ex-dividend date is July 17, 2024.
Shanghai Taisheng Wind Power Equipment (300129.SZ): The production base in Yangzhou mainly focuses on tower products for overseas orders.
Taisheng Wind Power Equipment (300129.SZ) stated on the investor interaction platform on July 5th that the company's Yangzhou production base mainly focuses on tower products for overseas orders, while the Lantau Island production base mainly focuses on offshore wind power and ocean construction equipment. In actual production and operation, the company flexibly arranges production according to orders and the production capacity of each base.
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