Group 1 - The core viewpoint of the article is that Dalian Heavy Industry (002204) has reported a total of 79,251 account holders in its combined ordinary and margin trading accounts as of December 31, 2025 [1] Group 2 - The company engaged with investors through an interactive platform to provide this information [1] - The data reflects the company's efforts to maintain transparency and communication with its stakeholders [1]

Core Viewpoint - Dalian Heavy Industry (002204.SZ) expects a significant increase in net profit for 2025, indicating positive growth prospects for the company [1] Financial Performance - The company anticipates net profit attributable to shareholders to be between 55.746 million yuan and 61.696 million yuan, representing a year-on-year growth of 11.97% to 23.92% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 36.446 million yuan and 46.196 million yuan, with a year-on-year increase of 7.41% to 36.15% [1] Revenue Growth - Dalian Heavy Industry expects its operating revenue to exceed 15.5 billion yuan, reflecting a growth of over 8% compared to the previous year [1] - The increase in revenue is expected to drive overall gross profit growth, particularly in the material handling equipment segment, which is projected to see a significant year-on-year increase in gross profit [1]

Core Viewpoint - Dalian Heavy Industry (002204.SZ) announced its 2025 performance forecast, expecting a net profit attributable to shareholders of between 557 million to 617 million yuan, representing a year-on-year growth of 11.97% to 23.92% [1] Financial Performance - The company anticipates operating revenue to exceed 15.5 billion yuan, with a year-on-year increase of over 8% [1] - The overall gross profit is expected to rise, driven by a significant increase in the gross profit of material handling equipment [1]

Core Viewpoint - Dalian Heavy Industry has announced its annual performance forecast, expecting a significant increase in net profit for 2025, driven by revenue growth and improved gross margins in material handling equipment [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 55.746 million to 61.696 million yuan for 2025, representing a year-on-year increase of 11.97% to 23.92% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 36.446 million and 46.196 million yuan, with a year-on-year growth of 7.41% to 36.15% [1] Revenue Growth - Dalian Heavy Industry forecasts total operating revenue to exceed 15.5 billion yuan in 2025, indicating a year-on-year growth of over 8% [1] - The increase in revenue is expected to drive overall gross profit growth, particularly with a notable rise in gross profit from material handling equipment [1]

证券代码：002204 证券简称：大连重工 公告编号：2026-001 大连华锐重工集团股份有限公司 2025 年年度业绩预告 本次业绩预告未经注册会计师预审计。公司就本次业绩预告与 为公司提供年度审计服务的会计师事务所签字注册会计师进行了 预沟通，双方在本次业绩预告方面不存在分歧。 三、业绩变动原因说明 预计 2025 年归属于上市公司股东的净利润同比增长的主要原 因为：报告期内，公司营业收入预计实现 155 亿元以上，同比增长 8%以上，由此带动公司整体毛利增长，其中物料搬运设备毛利同比 增长明显。 四、其他相关说明 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。 一、本期业绩预计情况 1.业绩预告期间：2025 年 1 月 1 日-2025 年 12 月 31 日 2.预计的业绩：ð 亏损 ð 扭亏为盈 √同向上升 ð 同向下降 | 项 目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 盈利：55,746 万元-61,696 | 万元 | 盈利：49,787.44 万元 | ...

Group 1 - The core viewpoint of the news is that Dalian Heavy Industry has shown a positive stock performance, with a 1.19% increase in share price, reaching 7.66 yuan per share, and a trading volume of 200 million yuan, resulting in a total market capitalization of 14.794 billion yuan [1] - Dalian Heavy Industry specializes in the development, research, and sales of large complete sets of equipment and core components in various fields, including material handling equipment, metallurgical equipment, new energy equipment, transmission and control systems, and marine equipment [1] - The company's main business revenue composition includes: material handling equipment (31.15%), metallurgical equipment (26.13%), new energy equipment (23.26%), core components (13.61%), engineering general contracting projects (3.96%), and others (1.89%) [1] Group 2 - From the perspective of major circulating shareholders, GF Fund's Guangfa CSI 1000 ETF has entered the top ten circulating shareholders of Dalian Heavy Industry, holding 4.0739 million shares, which accounts for 0.21% of the circulating shares [2] - The Guangfa CSI 1000 ETF was established on July 28, 2022, with a latest scale of 35.303 billion yuan, and has achieved a year-to-date return of 28.92% [2] - The fund's performance ranking is 1903 out of 4189 in the same category for the year, and 2067 out of 4188 for the past year, with a cumulative return since inception of 10.27% [2]

证券日报网讯12月29日，大连重工（002204）在互动平台回答投资者提问时表示，公司具备脐带塔设备 的研制能力。 ...

格隆汇12月29日丨大连重工(002204.SZ)在互动平台表示，公司具备脐带塔设备的研制能力。根据相关 规定，具体项目信息属于涉密内容，请以公司公开披露信息为准。 ...

Core Viewpoint - Dalian Heavy Industry's stock price has experienced fluctuations, with a year-to-date increase of 50.88% but a recent decline of 2.11% on December 29, 2023, indicating potential volatility in investor sentiment and market conditions [1]. Financial Performance - For the period from January to September 2025, Dalian Heavy Industry reported a revenue of 10.979 billion yuan, representing a year-on-year growth of 8.11%, and a net profit attributable to shareholders of 490 million yuan, which is a 23.97% increase compared to the previous year [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 last three years [3]. Shareholder Information - As of December 19, 2023, the number of shareholders for Dalian Heavy Industry was 57,500, reflecting a decrease of 11.90% from the previous period, while the average circulating shares per person increased by 13.50% to 33,568 shares [2]. - The top ten circulating shareholders include significant entities such as Hong Kong Central Clearing Limited, which holds 48.54 million shares, a decrease of 12.48 million shares from the previous period [3]. Market Activity - On December 29, 2023, Dalian Heavy Industry's stock saw a trading volume of 308 million yuan, with a turnover rate of 2.12% and a total market capitalization of 14.369 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on July 2, 2023, where it recorded a net purchase of 15.652 million yuan [1].

Group 1 - The company signed a management entrustment agreement with its controlling shareholder, Dalian Heavy Industry Equipment Group Co., Ltd., on March 20, 2025, with a management fee of 19.8186 million yuan for the period from March 21, 2025, to December 31, 2025 [1] - The management fee for the potential renewal in 2026 is set at 25.4811 million yuan per year, provided that the management content remains unchanged [1] - If there are significant changes in the assets of the controlling shareholder outside the company, the management fee will remain unchanged unless the changes exceed 20%, in which case both parties will negotiate [1] Group 2 - The company renewed the management entrustment agreement with the controlling shareholder on December 26, 2025, for the period from January 1, 2026, to December 31, 2026, with a management fee of 25.4811 million yuan [2] - The conditions regarding significant changes in the controlling shareholder's assets remain the same as in the previous agreement, with a threshold of 20% for any adjustments to the management fee [2] - Both parties will negotiate the renewal terms before the agreement expires, with specifics to be determined through further discussions [2]