经营业绩亮眼，海外业务增长强劲 大金重工在2025年上半年交出了一份亮眼的成绩单。公司实现营业收入28.41亿元，同比增长109.48%； 扣非归母净利润达到5.63亿元，同比增长250.48%，创历史同期最高水平。第二季度净利润为3.16亿 元，环比增长36.63%。 海外业务成为公司增长的重要引擎。上半年出口海工业务发运量翻倍，出口业务收入占比近80%，较去 年同期提升23个百分点，收入规模同比增长近200%。出口产品毛利润贡献占比从54%提升至86%，推动 公司整体业绩快速增长。同时，公司净资产收益率较去年同期提升4.77个百分点，销售净利率达到 19.24%。 在新能源项目方面，截至报告期末，公司自持已并网投运新能源项目规模500MW，上半年贡献收入 1.25亿元，同比增长5.56%。此外，公司在建陆上风电项目规模950MW，预计2026年下半年陆续并网投 运。 订单充足，业务布局清晰 9月10日，大金重工参与了由中信建投证券举办的"理性投资伴我行"主题投教活动，与中信建投证券及 其邀请的个人投资者进行了深入交流。此次活动不仅展示了大金重工的经营成果，也为投资者提供了了 解公司战略布局和业务发展的机会 ...

Group 1: Company Performance - In the first half of 2025, the company achieved operating revenue of 2.841 billion CNY, a year-on-year increase of 109.48% [2] - The net profit attributable to the parent company was 563 million CNY, with a year-on-year growth of 250.48%, marking the highest value for the same period in history [2] - The second quarter net profit reached 316 million CNY, reflecting a quarter-on-quarter growth of 36.63% [2] - The gross profit contribution from export products increased from 54% to 86%, significantly boosting overall performance [2] Group 2: Export and International Orders - The company’s export volume for marine engineering business doubled year-on-year, with export revenue accounting for nearly 80% of total revenue, an increase of 23 percentage points compared to the same period last year [2] - The total amount of overseas marine engineering orders on hand exceeded 10 billion CNY, primarily scheduled for delivery over the next two years [3] - The company has secured a leading position in the European offshore wind market, with cumulative project orders amounting to 10 billion CNY since entering the market in 2022 [3] Group 3: Financial Strategies and Dividends - The company implemented its first mid-term dividend, distributing 0.86 CNY per share (including tax), totaling 54.8464 million CNY, which accounts for 10.04% of net profit [2] - The company’s financial department has established a specialized team for foreign exchange management, contributing positively to net profit [4] Group 4: Future Projects and Developments - The company is currently constructing its first batch of 2 ultra-large wind power deck transport vessels [4] - It has a planned onshore wind project scale of 950 MW, expected to be operational in the second half of 2026 [2] - The company aims to enhance local supply capabilities in Europe through the use of H-share fundraising for overseas assembly base construction and advanced product development [5]

Core Viewpoint - The company has signed a long-term production lock agreement with an overseas offshore wind power developer, indicating a strategic move to secure future revenue streams in the offshore wind sector [1] Group 1 - The company’s wholly-owned subsidiary, Penglai Daikin Marine Engineering Co., Ltd., has entered into a long-term supply agreement for offshore wind foundation structures [1] - The first contract under this agreement involves the supply of super-large offshore wind monopiles, transition pieces, and ancillary structures for an overseas offshore wind project [1] - The total contract value is approximately 1.2 billion RMB [1]

Group 1 - The company Daikin Heavy Industries (002487.SZ) announced a long-term production locking agreement with an overseas offshore wind power developer, securing manufacturing capacity for up to 400,000 tons of offshore wind power foundation structures until the end of 2030 [1] - The client has made a one-time payment of €14 million as a locking fee for the production capacity [1] - The first offshore wind power supply contract under this agreement has been signed, with Daikin Heavy Industries set to provide large offshore wind turbine monopiles, transition pieces, and ancillary structures for an overseas offshore wind project, amounting to approximately RMB 1.25 billion, which represents about 33% of the company's audited revenue for 2024 [1]

Group 1 - The company Daikin Heavy Industries (002487.SZ) announced a long-term production locking agreement with an overseas offshore wind power developer, securing manufacturing capacity for up to 400,000 tons of offshore wind power foundation structures until the end of 2030 [1] - The client will pay a one-time locking fee of €14 million to the company [1] - The first offshore wind power supply contract under this agreement has been signed, with a total contract value of approximately RMB 1.25 billion, accounting for about 33% of the company's audited revenue for 2024 [1]

Group 1 - Tianpu Co., Ltd. experienced a significant stock price increase of 185.29% from August 22 to September 10, leading to a halt for further investigation due to abnormal trading [4] - Baiyin Nonferrous Metals has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [5] - Qingshan Paper Industry confirmed that its production and operational activities are normal, with no significant changes in daily operations [6] Group 2 - Aoyang Health announced that its stock will continue to be suspended due to ongoing negotiations regarding a share transfer by its controlling shareholder [7] - ST Jinke will implement a capital reserve transfer to increase share capital, resulting in a one-day stock suspension [8] - ST Haofeng's stock will resume trading on September 11 after a share transfer agreement was signed, making Zhixin Network the controlling shareholder [9] Group 3 - Fushun Special Steel's stock will be suspended for one day due to a tender offer for shares by Ningbo Meishan Free Trade Port Zone Jincheng Shazhou Equity Investment Co., Ltd. [10] - Fuliwang's subsidiary plans to invest 500 million yuan in a high-end wire material research and production project [11] - ST Tianmao's application for voluntary delisting has been accepted by the Shenzhen Stock Exchange [12] Group 4 - Dongyangguang plans to jointly increase capital in a subsidiary for the acquisition of Qinhuai Data China [13] - Betta Pharmaceuticals intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - Longzi Co., Ltd. plans to acquire a 67.5% stake in Chongqing Time for approximately 92.475 million yuan [15] Group 5 - Dongfang Guoxin plans to establish a joint venture for a technology company with Shunyi Jin Kong [16] - ST Lianshi signed a pre-restructuring investment agreement with selected investors [18] - Shaanxi Construction Group won four construction projects worth over 5 billion yuan in August [19] Group 6 - Dema Technology won a smart logistics project with a well-known Latin American e-commerce giant, valued at approximately 290 million yuan [20] - Mongolian Grass Ecology's subsidiary led a consortium to win a 225 million yuan ecological restoration project [21] - Dajin Heavy Industry signed a long-term production agreement for offshore wind power foundations, with a total value of about 1.25 billion yuan [24] Group 7 - Zhendong Medical's controlling shareholder plans to transfer 5% of the company's shares [25] - ST Hezhong's controlling shareholder is under bail pending trial, but company operations remain unaffected [26] - BYD's senior management and core personnel collectively increased their holdings by approximately 52.33 million yuan [27] Group 8 - Jiahe Meikang's shareholder plans to reduce its stake by up to 1.94% [28] - Sichuan Road and Bridge's controlling shareholder plans to reduce its stake by up to 2% [30] - Lanke Technology's shareholders plan to reduce their holdings by up to 2% [31]

Core Viewpoint - The company has signed its first offshore wind foundation supply contract under a long-term locked production agreement, amounting to approximately RMB 1.25 billion, which will significantly impact its revenue for 2024 [1][2] Group 1: Contract Details - The contract is with a leading global energy company and involves the supply of large offshore wind monopiles, transition pieces, and ancillary structures [1] - The total contract value is approximately RMB 1.25 billion, representing about 33% of the company's audited revenue for 2024 [1] - The delivery of all products is scheduled to be completed by 2026 [1] Group 2: Background and Significance - This contract is the first specific order under a long-term locked production agreement established in April 2024, which secures up to 400,000 tons of offshore wind foundation manufacturing capacity until the end of 2030 [2] - The successful execution of this contract marks a significant step in the company's long-term cooperation with the client [2] Group 3: Recent Developments - The company has made notable progress in overseas markets, particularly in Europe, with recent successful deliveries [2] - All 45 monopile products for the Nordseecluster offshore wind project in Germany have been delivered, contributing positively to the company's annual performance [2] - The first batch of six monopile foundations for the Inch Cape offshore wind project in Scotland has been shipped, with plans for delivery by the end of 2025 [2]

Group 1 - The core point of the article is that Daikin Heavy Industries (002487) has signed a long-term production lock agreement with an overseas offshore wind power developer through its wholly-owned subsidiary, Laidaikin [1] - Recently, the company signed its first offshore wind power foundation supply contract under this agreement, which involves providing super-large offshore wind power monopiles, transition pieces, and ancillary structures for an overseas offshore wind project [1] - The total contract amount is approximately 1.25 billion RMB, which accounts for about 33% of the company's audited revenue for the fiscal year 2024 [1]

一、合同签署情况 证券代码：002487 证券简称：大金重工 公告编号：2025-060 大金重工股份有限公司 关于签署海外海风基础长期锁产协议下 首个超大型单桩制造订单的公告 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。 2024 年 4 月，公司全资子公司蓬莱大金海洋重工有限公司（以下简称"蓬莱 大金"）与海外某海上风电开发商签署了海风基础结构产品长期锁产协议（以下 简称"协议"）。根据协议约定，该客户从当前至 2030 年底向蓬莱大金锁定不 超过 40 万吨海外海上风电基础结构的制造产能，并一次性向蓬莱大金支付 1,400 万欧元的锁产费用。具体内容详见公司在巨潮资讯网上披露的公告（编号 2024-020）。 近日，蓬莱大金与该海上风电开发商签署了本协议下首个海上风电基础供应 合同（以下简称"本合同"或"合同"），蓬莱大金将为某海外海上风电项目（以下 简称"本项目"或"项目"）提供超大型海上风电单桩、过渡段及附属结构，合同总 金额折合人民币约 12.5 亿元，占公司 2024 年度经审计营业收入的比例约 33%。 根据《深圳证券交易所股票上市规则》《深 ...

每经AI快讯，9月10日，大金重工（002487）(002487.SZ)公告称，2024年4月，公司全资子公司蓬莱大 金与海外某海上风电开发商签署了海风基础结构产品长期锁产协议。根据协议约定，该客户从当前至 2030年底向蓬莱大金锁定不超过40万吨海外海上风电基础结构的制造产能，并一次性向蓬莱大金支付 1400万欧元的锁产费用。近日，蓬莱大金与该海上风电开发商签署了本协议下首个海上风电基础供应合 同，蓬莱大金将为某海外海上风电项目提供超大型海上风电单桩、过渡段及附属结构，合同总金额折合 人民币约12.5亿元，占公司2024年度经审计营业收入的比例约33%。 ...