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雅下水电启动,基建大幕拉开!哈尔滨电气:身处顺周期,利润翻倍涨
市值风云· 2025-08-22 10:14
Core Viewpoint - The article discusses the significant investment and development in China's energy sector, particularly focusing on the construction of the Yarlung Tsangpo River downstream hydropower project, which has a total investment of 1.2 trillion yuan and a capacity of 60 million kilowatts, equivalent to three Three Gorges power stations [3]. Group 1: Company Overview - Harbin Electric (01133.HK) is one of the largest power equipment manufacturers in China, with an annual production capacity of 30 million kilowatts [8]. - The company was established in 1999 and is controlled by Harbin Electric Group, which is wholly owned by the State-owned Assets Supervision and Administration Commission [6][7]. - Harbin Electric's main products include coal, hydropower, nuclear power, gas power equipment, and clean energy solutions [10]. Group 2: Financial Performance - In 2021, Harbin Electric reported a revenue of 21.57 billion yuan, a year-on-year decline of 10.12%, with a significant net loss of 4.5 billion yuan due to various factors including increased costs from the pandemic [11]. - From 2022 to 2024, the company's revenue is projected to grow significantly, with expected revenues of 24.98 billion, 29.2 billion, and 38.72 billion yuan, representing year-on-year growth rates of 15.8%, 17%, and 32% respectively [12]. - The net profit forecast for the first half of 2025 is 1.02 billion yuan, a substantial increase of 95% year-on-year, indicating a positive trend in financial performance [13][14]. Group 3: Market Position and Growth Drivers - Harbin Electric holds a significant market share in various segments, including approximately one-third of the national installed capacity for coal power equipment and a similar share for nuclear power equipment [16][17]. - The company is expected to benefit from the Yarlung Tsangpo project, which could bring in approximately 36 billion yuan in new hydropower equipment orders [17]. - The overall investment in the electrical machinery and equipment manufacturing industry in China has increased by 32.2% year-on-year, contributing to the growth in Harbin Electric's revenue and profitability [15]. Group 4: Comparison with Competitors - In terms of revenue, Harbin Electric's figures are lower compared to its peers, with projected revenues of 38.7 billion yuan for 2024, while Shanghai Electric and Dongfang Electric are expected to generate 116.2 billion and 69.7 billion yuan respectively [22]. - Despite being the smallest in terms of revenue and net profit among the three major electrical companies, Harbin Electric maintains a strong position in the market, benefiting from the overall growth in the energy sector [28].
哈尔滨电气集团佳木斯电机股份有限公司 关于全资子公司变更经营范围、注册资本暨完成工商变更登记的公告
Core Viewpoint - The company, Harbin Electric Group Jiamusi Electric Machine Co., Ltd., has approved a proposal to increase capital for its wholly-owned subsidiary, Jiamusi Electric Machine Co., Ltd., to implement fundraising projects, aiming to diversify its business structure and enhance resilience against market fluctuations [1]. Group 1: Company Actions - The company held its 37th meeting of the 9th Board of Directors and the 30th meeting of the 9th Supervisory Board on March 27, 2025, where the capital increase proposal was approved [1]. - The subsidiary, Jiamusi Electric Machine Co., Ltd., has completed the necessary business registration changes and received a new business license from the Jiamusi Market Supervision Administration [1]. Group 2: Business Scope Expansion - The subsidiary plans to expand its business scope to include manufacturing and sales of communication equipment, instruments, IoT devices, information system integration services, industrial internet data services, and sales of mechanical parts [1][3]. - The updated business scope also includes general projects such as electric motor manufacturing, electrical equipment sales, and various technical services [3]. Group 3: Company Information - The registered capital of Jiamusi Electric Machine Co., Ltd. is 12.193981 billion yuan, and it was established on June 23, 2000 [2]. - The company operates under the jurisdiction of Jiamusi City, Heilongjiang Province, with multiple business locations [2].
哈尔滨构筑“冰城制造”新优势
单机容量100万千瓦的水轮发电机组世界领先,巴掌大小的"宇航级压电快反镜"帮助卫星高清记录太阳 耀斑……老工业基地黑龙江省哈尔滨市的"冰城制造"持续上新、绽放新彩。 2023年9月,习近平总书记在黑龙江考察时强调:"要立足现有产业基础,扎实推进先进制造业高质量发 展,加快推动传统制造业升级,发挥科技创新的增量器作用,全面提升三次产业,不断优化经济结构、 调整产业结构。" 以科技创新引领产业全面振兴,哈尔滨优化完善产业链,壮大产业集群,构筑"冰城制造"新优势。 立足高校科研资源优势,哈尔滨聚焦航空航天、电子信息、高端装备、生物医药等战略性新兴产业,整 合科技创新资源,建设创新创业生态圈。去年,全市就地转化科技成果1080项,实现产业化投资93.8亿 元,高新技术企业达3041户。 持续延链补链强链,"冰城制造"集群发展—— 在2025世界无人机大会上,纵列式重载无人机铂影T1400以1300架意向订单刷新联合飞机集团纪 录。"这是我们在哈尔滨研发制造的新产品。"联合飞机集团董事长田刚印说,企业发展需要的人才、配 套设施,都可以在这里得到满足。 煤电、核电主设备和重型燃气轮机均占国产装机总量的1/3,大型水电机组 ...
哈尔滨电气集团佳木斯电机股份有限公司 关于公司控股子公司收到中标通知书的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000922 证券简称:佳电股份 公告编号:2025-064 哈尔滨电气集团佳木斯电机股份有限公司 关于公司控股子公司收到中标通知书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、误导性陈述或者重大遗 漏。 哈尔滨电气集团佳木斯电机股份有限公司(以下简称"公司""佳电股份")控股子公司哈尔滨电气动力装 备有限公司(以下简称"动装公司")于近日收到中核(上海)供应链管理有限公司发来的《中标通知 书》,确认动装公司为山东海阳辛安核电项目1、2号机组反应堆冷却剂泵设备的中标单位。中标金额 为:60,898万元,具体内容如下: 一、中标项目的主要情况 (一)项目名称:山东海阳辛安核电项目1、2号机组反应堆冷却剂泵设备采购 (二)中标单位:哈尔滨电气动力装备有限公司 (三)中标金额:60,898万元 哈尔滨电气集团佳木斯电机股份有限公司董事会 四、备查文件 2.公司的资金、技术、设备、人员等能够保证本项目的顺利履行。 1.中核(上海)供应链管理有限公司出具的《中标通知书》。 (四)关联关系:公司及子公司与招标人不存在关联关系 三、风 ...
哈电集团同日与三家能源央企高层会谈
Zhong Guo Dian Li Bao· 2025-08-15 01:51
8月13日,中国华能、国家电投、国家能源集团三家央企分别与哈电集团进行高层会谈。 8月13日,国家电投集团党组书记、董事长刘明胜,总经理、党组副书记栗宝卿在总部与哈电集团董事长、党委书记黄伟,总经理、党委副书记刘清勇会 谈,就进一步深化务实合作进行交流。 温枢刚对黄伟一行的到来表示欢迎,对哈电集团长期以来给予中国华能的支持与帮助表示感谢,并简要介绍了中国华能生产经营、绿色发展等情况。温枢 刚表示,哈电集团是中国华能的战略合作伙伴,双方保持着良好合作关系。希望双方继续深入贯彻落实能源安全新战略,巩固现有合作基础,在清洁能源 发电、煤电低碳化改造等方面深化合作,推动联合创新向更深层次发展,共同为构建新型能源体系和新型电力系统贡献力量。 黄伟感谢中国华能对哈电集团一直以来的支持,并简要介绍了哈电集团经营发展、科技创新等情况。黄伟表示,哈电集团积极服务国家重大战略,全力推 动装备制造业高端化、智能化、绿色化发展。希望双方充分发挥各自优势,进一步加强沟通交流,围绕水电、核电、火电等方面深化合作,实现高水平的 互利共赢。 国家电投集团与哈电集团座谈 温枢刚张文峰会见哈电集团董事长黄伟、总经理刘清勇 8月13日,中国华能集 ...
哈尔滨电气集团佳木斯电机股份有限公司关于公司全资子公司注销完成的公告
Group 1 - The company has completed the deregistration of its wholly-owned subsidiary, Jiamusi Jiasili Investment Consulting Co., Ltd. (Jiasili), following the approval of the board and supervisory committee [1][2] - The transfer of Jiasili's equity in Jiamusi Electric Co., Ltd. and Suzhou Jiadian Permanent Magnet Motor Technology Co., Ltd. has been finalized, leading to the subsidiary's deregistration [1][2] - The deregistration of Jiasili will not have a substantial impact on the company's overall business development and operating results, nor will it harm the interests of shareholders, especially minority shareholders [2]
哈尔滨电气(01133.HK)拟8月28日举行董事会会议以审批中期业绩
Ge Long Hui· 2025-08-12 10:35
格隆汇8月12日丨哈尔滨电气(01133.HK)公告,公司将于2025年8月28日(星期四)召开董事会会议,藉此 考虑批准(其中包括)刊发公司及其附属公司截至2025年6月30日止半年度业绩。 ...
哈尔滨电气(01133) - 董事会召开日期
2025-08-12 10:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 (於中華人民共和國註冊成立的股份有限公司) (股份代號:1133) 董事會召開日期 本公告乃根據香港聯合交易所有限公司證券上市規則第13.43條之規定 而 發 佈。 哈 爾 濱 電 氣 股 份 有 限 公 司(「本公司」)董 事 會(「董事會」)謹 此 公 告,本 公 司 將 於 二 零 二 五 年 八 月 二 十 八 日(星 期 四)召 開 董 事 會 會 議,藉 此 考 慮 批 准(其 中 包 括)刊 發 本 公 司 及 其 附 屬 公 司 截 至 二 零 二 五 年 六 月 三 十 日 止 半 年 度 業 績。 承董事會命 哈爾濱電氣股份有限公司 公司秘書 二零二五年八月十 二 日 艾立松 於 本 公 告 日 期,本 公 司 執 行 董 事 為:黃 偉 先 生 及 都 興 開 先 生;以 及 本 公 司獨立非執行董事為:賀禹先生、 ...
中密控股:子公司优泰科是东方电气和哈尔滨电气的长期密封件供应商
Mei Ri Jing Ji Xin Wen· 2025-08-10 10:48
Core Viewpoint - The company, Zhongmi Holdings, confirmed its subsidiary, Youtai Technology, is a long-term supplier of sealing components for major hydropower equipment manufacturers, including Dongfang Electric and Harbin Electric [1]. Group 1 - The company has established itself as a key supplier of high-quality domestic sealing solutions for hydropower turbines [1]. - Youtai Technology provides a variety of sealing products and solutions to clients such as Dongfang Electric, Harbin Electric, and Changjiang Electric Power [1].
探访“一五”老厂:哈电集团自主创新,创造280多项“共和国第一”
Ren Min Ri Bao· 2025-08-06 13:20
Core Viewpoint - Harbin Electric Group (哈电集团) has made significant advancements in the energy equipment sector over the past 70 years, achieving over 280 "firsts" in the Republic and establishing itself as a leader in the industry through self-innovation and technological development [3][4][7]. Group 1: Historical Achievements - The first domestically produced 800 kW water turbine generator set was successfully tested in December 1951, marking a milestone in China's ability to design and manufacture power generation equipment independently [4]. - The world's first 1 million kW water turbine generator set was put into operation at the Baihetan Hydropower Station in June 2021, showcasing the evolution of China's energy equipment capabilities [4]. Group 2: Technological Innovations - Harbin Electric Group has developed the world's largest (500 MW) and largest-diameter (6.23 m) impulse water turbine wheel, making China the first country to master the entire technology chain for this type of turbine [6]. - The company has invested heavily in research and development, maintaining an annual R&D intensity above 5% from 2021 to 2024, and has established a comprehensive innovation system supported by national-level platforms [7]. Group 3: Digital Transformation - The company has implemented digital automation in its production lines, significantly reducing labor requirements and increasing production efficiency, with a projected 20% increase in output for the current year [8]. - Harbin Electric Group has invested nearly 9 billion yuan in digitalization projects since October 2018, resulting in a 30% improvement in production efficiency across various projects [9]. Group 4: Market Expansion and Sustainability - The company is focusing on developing technologies that allow coal-fired power plants to operate efficiently at ultra-low loads, addressing the challenges posed by the energy transition and dual carbon goals [10]. - Harbin Electric Group is also expanding into clean energy sectors, including compressed air energy storage and nuclear power, with significant participation in various projects both domestically and internationally [12]. Group 5: Financial Performance - In the first half of the year, Harbin Electric Group reported over 25% year-on-year growth in operating income, total profit, and formal contract signing amounts, indicating strong market performance and demand for its products [12].