证券时报·数据宝统计，截至发稿，大连重工最新股价为7.38元，上涨0.14%，本期筹码集中以来股价累 计上涨11.65%。具体到各交易日，8次上涨，1次下跌。 （文章来源：证券时报网） 公司发布的三季报数据显示，前三季公司共实现营业收入109.79亿元，同比增长8.11%，实现净利润 4.90亿元，同比增长23.97%，基本每股收益为0.2561元，加权平均净资产收益率6.50%。（数据宝） 大连重工12月12日披露，截至12月10日公司股东户数为65303户，较上期（11月30日）减少9758户，环 比降幅为13.00%。这已是该公司股东户数连续第2期下降。 ...

从第三方专业机构的高度肯定到资本市场的广泛认可，四项大奖不仅是大连重工ESG综合实力的集中体 现，更传递出重型装备行业"经济效益与社会效益协同发展"的转型方向。未来，以ESG为重要抓手的大 连重工，有望持续为行业可持续发展注入新动能。（燕云） 此次大连重工斩获的四项荣誉，均源自资本市场公认的专业评价体系，其权威性与含金量备受瞩目。作 为国内上市公司可持续发展领域的标杆性评选，中国上市公司协会"可持续发展优秀实践案例"覆盖ESG 三大维度10个核心议题，重点考量实践的可复制性与行业引领性，大连重工的入选标志着其ESG实践已 具备行业示范价值；由中国证券报与中国国新联合打造的"国新杯·ESG金牛奖"，依托国务院国资委研 究中心课题成果构建四级指标评价框架，涵盖超400个核心数据点，其专业性与公正性为资本市场广泛 认同，百强席位的获得是对企业ESG管理系统性的直接肯定。 资本市场对企业可持续发展能力的关注度持续升温之际，重型装备行业重点骨干大连重工（002204） （002204.SZ）捷报频传——近期在环境、社会及治理（ESG）领域集中发力，一举将中国上市公司协 会"可持续发展优秀实践案例"、证券时报"上市公司E ...

证券日报网讯 12月8日，大连重工在互动平台回答投资者提问时表示，截至目前，公司产品未包含煤矿 掘进机。作为国家重机行业的大型重点骨干企业，公司主要从事物料搬运设备、冶金设备、新能源设 备、传动与控制系统、船用设备等领域的大型成套设备及核心零部件的开发、研制和销售，为冶金、港 口、能源、矿山、工程、交通、造船、环保等国民经济基础产业提供大型高端装备和全生命周期智能服 务解决方案。 （文章来源：证券日报） ...

格隆汇12月8日丨大连重工(002204.SZ)在互动平台表示，截至目前，公司产品未包含煤矿掘进机。作为 国家重机行业的大型重点骨干企业，公司主要从事物料搬运设备、冶金设备、新能源设备、传动与控制 系统、船用设备等领域的大型成套设备及核心零部件的开发、研制和销售，为冶金、港口、能源、矿 山、工程、交通、造船、环保等国民经济基础产业提供大型高端装备和全生命周期智能服务解决方案。 ...

投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称及 人员姓名 兴业证券股份有限公司：郭亚男、王萍 富国基金管理有限公司：董治国、于鹏、顾飞飞、罗松 时间 2025 年 12 月 04 日（星期四）9:30 地点 泉水基地综合楼 108 会议室 上市公司 接待人员 董事、高级副总裁、首席财务官、董事会秘书陆朝昌 战略发展本部副总经理李楠 大连华锐国际工程有限公司副总经理王麟 营销管理本部客户服务中心主任李野 财务管理本部总账会计郑芷辛 董事会办公室证券事务代表李慧 投资者关系活动 主要内容介绍 一、签署《调研承诺书》； 二、投资者问答： 1.请问在 2022 年重工装备集团重组之后，公司主要有哪些方面的 变化？这两年净利率持续提升，主要是哪些方面带来的？后续公司净利 率提升的目标是什么？在哪些方面还有优化的空间？ 回答：自公司控股股东大连重工装备集团有限公司（以下简称"重 工装备集团"）重组以来，大连重工紧跟集团战略脚步，坚持强基固本， 借鉴一流企业管理改革成功经验，系统实施"六大"管理变革。一是实 ...

Core Viewpoint - Dalian Heavy Industry has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth opportunities for investors [1][2]. Company Overview - Dalian Heavy Industry, established on February 18, 1993, and listed on January 16, 2008, specializes in the development, research, and sales of large complete sets of equipment and core components in various sectors, including material handling, metallurgy, new energy, and marine equipment [2]. - The company's revenue composition includes: Material Handling Equipment (31.15%), Metallurgy Equipment (26.13%), New Energy Equipment (23.26%), Core Components (13.61%), Engineering General Contracting Projects (3.96%), and Others (1.89%) [2]. - Dalian Heavy Industry operates within the specialized equipment sector, focusing on energy and heavy equipment, and is associated with concepts such as Northeast Revitalization, Solar Energy, and Nuclear Power [2]. Financial Performance - For the period from January to September 2025, Dalian Heavy Industry reported a revenue of 10.979 billion yuan, reflecting a year-on-year growth of 8.11%, and a net profit attributable to shareholders of 490 million yuan, marking a 23.97% increase [2]. - The company has distributed a total of 812 million yuan in dividends since its A-share listing, with 221 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Dalian Heavy Industry was 75,100, a decrease of 2.67% from the previous period, with an average of 25,730 circulating shares per shareholder, an increase of 2.74% [2][3]. - 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].

证券代码：002204 证券简称：大连重工 公告编号：2025-083 大连华锐重工集团股份有限公司 关于变更项目合伙人及签字注册会计师的公告 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、 误导性陈述或重大遗漏。 大连华锐重工集团股份有限公司（以下简称"公司"）分别于 2025 年 10 月 21 日、2025 年 11 月 6 日召开第六届董事会第二十五 次会议和 2025 年第三次临时股东会，审议通过了《关于续聘 2025 年度审计机构的议案》，同意公司续聘中审众环会计师事务所(特 殊普通合伙)(以下简称"中审众环")为公司 2025 年度财务报表和 内部控制审计机构。具体内容详见公司于 2025 年 10 月 22 日披露的 《关于续聘 2025 年度审计机构的公告》(公告编号:2025-080)。 1.基本情况 燕楠，2011 年成为中国注册会计师，2010 年开始从事上市公 司审计工作，2019 年 10 月开始在中审众环执业，近三年签署及复 核过 2 家上市公司审计报告，具备相应专业胜任能力。 第 1 页 共 2 页 2.诚信和独立情况 燕楠不存在违反《中国注册会计师执 ...

上市企业：中钢国际（000928）,中信重工（601608）,大连重工（002204）,太原重工（600169）,中国一 重（601106）,上海电气（601727）,东方电气（600875） 相关报告：智研咨询发布的《2025-2031年中国有色金属冶炼和压延加工行业市场动态分析及未来趋势 研判报告》 根据国家统计局数据显示：2025年9月中国金属冶炼设备产量为5.5万吨，同比下降27.3%；2025年1-9月 中国金属冶炼设备累计产量为50.8万吨，累计下降15.8%。 2020-2025年1-9月中国金属冶炼设备产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Core Viewpoint - Dalian Heavy Industry (002204) is a major state-owned enterprise in the heavy machinery sector, focusing on the development, research, and sales of large complete equipment and core components across various industries [1] Group 1: Company Overview - The company primarily engages in material handling equipment, metallurgical equipment, new energy equipment, transmission and control systems, and marine equipment, particularly large marine crankshafts [1] - Dalian Heavy Industry provides large high-end equipment and full lifecycle intelligent service solutions for foundational industries in the national economy, including metallurgy, ports, energy, mining, engineering, transportation, shipbuilding, and environmental protection [1]

Group 1: Business Performance Overview - The company achieved an overall order performance of approximately 15.9 billion yuan in the first three quarters of 2025, a year-on-year increase of about 4% [2] - New orders in the export sector reached approximately 600 million USD, reflecting a year-on-year growth of about 40% due to sustained demand in overseas markets such as mining and ports [2] - As of the end of Q3 2025, the company had an order backlog of approximately 36.1 billion yuan, with various segments contributing different proportions [3] Group 2: Revenue and Profitability - The company reported a sales revenue of 10.979 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 8.11% [4] - The total profit amounted to 571 million yuan, with a year-on-year growth of 26.11%, and net profit attributable to shareholders was 490 million yuan, up by 23.97% [4] - Revenue breakdown by segment includes: - Material handling equipment: 3.020 billion yuan (27.51% of total revenue, gross margin 22.70%) - New energy equipment: 3.076 billion yuan (28.01%, gross margin 7.03%) - Metallurgical equipment: 2.379 billion yuan (21.66%, gross margin 17.27%) - Core components: 1.464 billion yuan (13.34%, gross margin 27.87%) - Engineering projects: 628 million yuan (5.72%, gross margin 29.19%) - Other products: 412 million yuan (3.76%, gross margin 42.83%) [4][5] Group 3: Market Outlook and Competitive Position - The wind power sector is expected to see new installations exceeding 110 GW in 2025, with potential annual growth of 100 GW, indicating a large market space [3] - The material handling equipment segment is positioned at the industry forefront, benefiting from high demand in global shipping, shipbuilding, and logistics [3] - The metallurgical equipment segment maintains a strong market share despite challenges in the steel industry, with stable future market expectations [3] Group 4: Strategic Goals and Initiatives - The company aims to achieve high-quality development through a five-year plan focusing on "intelligent, green, high-end, international, and service-oriented" strategies [5] - Key drivers for performance growth include management reforms to enhance operational efficiency and strategic initiatives aligned with national policies like "Made in China 2025" [6] - The company plans to maintain overseas business at over 20% of total revenue, focusing on international markets in sectors like bulk material handling and metallurgy [8] Group 5: Future Investments and Capacity Expansion - Recent investments in wind power components and marine crankshafts are expected to enhance production capacity and market position [10] - Specific projects include: - Large-scale wind turbine gearbox production, with an expected output of 1,570 units in 2025 [10] - Expansion of marine crankshaft production capacity, projected to generate an additional 30 million yuan in annual sales upon completion [10] Group 6: Financial Management and Risk Control - The company anticipates a stable gross margin of 15%-20% in the future, supported by ongoing cost reduction and efficiency improvement initiatives [11] - Non-recurring gains primarily stem from the reversal of impairment provisions for receivables, with a focus on risk management and recovery strategies [12]