证券日报网讯大连重工（002204）11月21日在互动平台回答投资者提问时表示，截至2025年11月20日收 市后，公司合并普通账户和融资融券信用账户的持有人数为77119户。 ...

Core Insights - Dalian Heavy Industry aims to become a world-class heavy machinery enterprise by enhancing scale, efficiency, and core competitiveness during the 14th Five-Year Plan period [1][2] Financial Performance - Revenue is projected to increase from 9.1 billion to 14.28 billion yuan from 2021 to 2024, with a compound annual growth rate (CAGR) of 16% [1] - Net profit attributable to shareholders is expected to rise from 115 million to 498 million yuan, achieving a CAGR of 63% [1] Strategic Focus - The company is concentrating on the wind power sector and large-scale trends, investing over 3 billion yuan in three intelligent manufacturing projects [1] - Dalian Heavy Industry is restructuring its strategic management system to promote a digital transformation across all processes [1] International and Intelligent Orders - International orders are projected to reach 680 million USD in 2024, a year-on-year increase of 35% [1] - Intelligent orders are expected to reach 1.21 billion yuan, reflecting a year-on-year growth of 33.8% [1] - Orders in green technology, high-end products, and services are projected to achieve double-digit growth, with respective values of 7.65 billion, 3.01 billion, and 6.09 billion yuan [1] Recognition and Future Goals - Dalian Heavy Industry has been recognized as a leading enterprise by the State-owned Assets Supervision and Administration Commission and has received multiple awards for quality and investor returns [2] - The company aims to continue focusing on its core responsibilities and achieve world-class standards in ten key areas, including high-end intelligence and green technology during the 15th Five-Year Plan [2]

（文章来源：证券时报） 大连重工（002204）作为国家重型机械与新能源设备制造重点骨干企业，"十四五"时期以来锚定"创建 国际一流重工企业集团"愿景，以战略为引领、以创新为驱动，实现规模、效益与核心竞争力全面提 升。2021年至2024年，公司营业收入从91亿元增至142.8亿元；归母净利润从1.15亿元增至4.98亿元，年 复合增速分别达16%、63%，大幅跑赢行业平均水平。 "十四五"期间，大连重工聚焦风电板块及大型化趋势，投入30余亿元打造三大智能制造项目，形成风电 核心零部件增量产能与高端供给能力，实现了"制造"向"智造"能级跃升。同时，大连重工重构战略管理 体系，以"五化战略"耦合价值创造，推进全流程数智化转型。2024年，国际化订货6.8亿美元,同比增长 35%；智能化订货12.1亿元，同比增长33.8%；绿色化、高端化、服务化订货分别达76.5亿元、30.1亿 元、60.9亿元，同比均实现双位数增长，构建起多领域专业化研制基地，为优势产品插上智能化翅膀。 值得注意的是，大连重工先后入选国务院国资委"创建世界一流专业领军示范企业"，荣获第五届"中国 质量奖提名奖"，连续七年获深交所信息披露考核A ...

中邮证券研报指出，大连重工2025年前三季度实现归母净利润4.90亿元，同比+23.97%；单看第三季度 实现归母净利润1.78亿元，同比+46.83%，环比+33.78%。公司高度重视制度建设和治理优化，降本控 费成果显著。公司不断创新出口展总承包、后服务业务国际市场，截至2024年末，公司产品和服务累计 远销96个国家和地区。公司在总承包业务板块持续发力，先后签订澳大利亚MRL公司码头设备总包、 矿山设备总包、Atlas料场改造EPC总承包、力拓PPT取料机设备总包、哈萨克斯坦硅铁炉项目、其他露 天矿排土、输煤系统总包项目等。并连续签订印度、印尼、越南等大客户卸船机、岸桥等超过30台，呈 现批量叠加态势。公司未来目标为保持海外业务占比在20%以上。维持"增持"评级。 ...

Investment Rating - The investment rating for the company is "Accumulate" [5][10]. Core Insights - The company reported better-than-expected performance in its Q3 2025 results, with revenue of 10.979 billion yuan, a year-on-year increase of 8.11%, and a net profit attributable to shareholders of 490 million yuan, up 23.97% year-on-year [3][4]. - The company has successfully implemented cost reduction and efficiency improvement measures, resulting in a gross margin of 18.95% and a net margin of 4.46% for the first three quarters of 2025 [4]. - The company is expanding its international presence, with products and services sold to 96 countries and regions, aiming to maintain overseas business accounting for over 20% of total revenue [4]. Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 10.979 billion yuan, with a net profit of 490 million yuan, and a non-recurring net profit of 375 million yuan, reflecting significant growth rates of 23.97% and 33.37% respectively [3][4]. - The company forecasts revenue growth from 15.181 billion yuan in 2025 to 18.513 billion yuan in 2027, with corresponding net profits expected to rise from 728 million yuan to 1.196 billion yuan during the same period [5][8]. - The projected PE ratios for 2025, 2026, and 2027 are 17.68, 13.62, and 10.76 respectively, indicating a favorable valuation trend [5][8]. Cost Management and Efficiency - The company has focused on cost control, with a decrease in sales, management, and R&D expense ratios, contributing to an overall improvement in operational efficiency [4]. - The company’s financial metrics show a slight improvement in net profit margin by 0.57 percentage points year-on-year, reflecting effective cost management strategies [4]. International Expansion - The company has signed multiple contracts for international projects, including significant contracts in Australia and India, indicating a robust growth trajectory in overseas markets [4]. - The company aims to enhance its global market share through innovative export strategies and comprehensive service offerings [4].

证券日报网讯大连重工11月11日在互动平台回答投资者提问时表示，截至2025年11月10日收市后，公司 合并普通账户和融资融券信用账户的持有人数为75525户。 （文章来源：证券日报） ...

证券日报网讯大连重工（002204）11月7日在互动平台回答投资者提问时表示，公司合同负债是由于公 司所生产的重型机械产品单价较高、设计复杂、供应链长、制造周期长，多采用赊销方式销售，即客户 在取得设备控制权之前，预付部分货款，交货销售后形成一定额度的应收账款，随着设备的投产、运行 等，逐步回收剩余尾款。公司在手订单充足，业绩增速高于同行业平均水平，2025年前三季度实现营业 收入109.79亿元，同比增长8.11%，实现归属于上市公司股东净利润4.90亿元，同比增长23.97%。关于 扩产，公司需要基于战略规划与市场环境进行综合研判，并严格履行相应的审议程序。 ...

致：大连华锐重工集团股份有限公司 根据《中华人民共和国公司法》（以下简称《公司法》）、《上市公司股东 会规则》《深圳证券交易所上市公司股东会网络投票实施细则》（以下简称《网 络投票细则》）及《律师事务所从事证券法律业务管理办法》等有关法律、法规、 规范性文件及现行有效的《大连华锐重工集团股份有限公司章程》（以下简称《公 司章程》）的规定，本所接受大连华锐重工集团股份有限公司（以下简称"公司"） 的委托，指派律师包敬欣、刘翠梅出席了于 2025 年 11 月 6 日召开的公司 2025 年第三次临时股东会（以下简称"本次股东会"），并就公司本次股东会的召开 和召集程序、出席本次股东会的人员资格、会议召集人资格及本次股东会的表决 程序、表决结果等重要事项的合法性出具法律意见书。 为出具本法律意见书，本所律师核查了公司提供的本次股东会的相关文件， 包括但不限于： 1、《公司章程》； 2、《大连华锐重工集团股份有限公司第六届董事会第二十五次会议决议公 告》； 辽宁华夏律师事务所 关于大连华锐重工集团股份有限公司 2025 年第三次临时股东会的法律意见书 辽华律股见字［2025］011 号 3、《大连华锐重工集团股份有 ...

证券代码：002204 证券简称：大连重工 公告编号：2025-082 大连华锐重工集团股份有限公司 2025年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或者重大遗漏。 特别提示： 1.本次股东会没有出现否决议案的情形。 2.本次会议没有出现涉及变更以往股东会已通过的决议的情形。 一、会议召开的情况 1.召开时间： 现场会议召开时间为：2025 年 11 月 6 日 16:00。 网络投票时间：通过深圳证券交易所交易系统进行网络投票的时 间为 2025 年 11 月 6 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通 过深圳证券交易所互联网投票系统投票的时间为 2025 年 11 月 6 日 9:15 至 15:00。 2.现场会议召开地点：大连华锐大厦十三楼国际会议厅（大连市西 岗区八一路 169 号）。 3.召开方式：采取现场会议与网络投票相结合的方式。 4.召集人：公司董事会。 5.主持人：公司董事长孟伟先生因其他公务未出席本次会议，本次 会议由公司过半数董事推举的董事陆朝昌先生主持。 出席本次会议的股东及 ...

Core Viewpoint - Dalian Heavy Industry has shown a positive stock performance with a year-to-date increase of 33.04%, reflecting strong market interest and financial growth [1][2]. Group 1: Stock Performance - On November 5, Dalian Heavy Industry's stock rose by 2.02%, reaching 6.56 CNY per share, with a trading volume of 1.92 billion CNY and a market capitalization of 12.67 billion CNY [1]. - The stock has experienced a net inflow of 13.86 million CNY from major funds, with significant buying activity from large orders [1]. - The company has appeared on the trading leaderboard seven times this year, with the most recent net purchase of 15.65 million CNY on July 2 [1]. Group 2: Company Overview - Dalian Heavy Industry, established on February 18, 1993, and listed on January 16, 2008, specializes in large-scale equipment and core components for various industries, including metallurgy, ports, energy, and aerospace [2]. - The revenue composition of the company includes: material handling equipment (31.15%), metallurgy equipment (26.13%), new energy equipment (23.26%), core components (13.61%), engineering projects (3.96%), and others (1.89%) [2]. - As of October 31, the number of shareholders decreased by 1.99% to 78,900, while the average circulating shares per person increased by 2.03% to 24,493 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, Dalian Heavy Industry reported a revenue of 10.98 billion CNY, marking an 8.11% year-on-year growth, and a net profit attributable to shareholders of 490 million CNY, reflecting a 23.97% increase [2]. - The company has distributed a total of 812 million CNY in dividends since its A-share listing, with 221 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 48.54 million shares, a decrease of 12.48 million shares from the previous period [3]. - Other notable shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, both of which have seen slight reductions in their holdings [3].