DHI(002487)

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风电设备板块9月3日涨0.8%,大金重工领涨,主力资金净流入1.84亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-03 08:45
证券之星消息,9月3日风电设备板块较上一交易日上涨0.8%,大金重工领涨。当日上证指数报收于 3813.56,下跌1.16%。深证成指报收于12472.0,下跌0.65%。风电设备板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 002487 | 大金重工 | 35.40 | 6.12% | | 25.56万 | | 8.93亿 | | 300772 | 运达股份 | 16.16 | 4.53% | | 30.90万 | | 4.90 乙 | | 002531 | 天顺风能 | 7.01 | 4.47% | | 67.02万 | | 4.64亿 | | 301155 | 海力风电 | 77.99 | 4.14% | | - 3.73万 | | 2.88亿 | | 002202 | 金风科技 | 11.36 | 3.37% | | 96.65万 | | 10.87亿 | | 301456 | 盘古智能 | 27.10 | 1.61% | | 3. ...
大金重工涨2.19%,成交额1.36亿元,主力资金净流入674.60万元
Xin Lang Cai Jing· 2025-09-03 03:42
Group 1 - The core viewpoint of the news is that Dajin Heavy Industry has shown significant stock performance and financial growth, with a notable increase in revenue and net profit for the first half of 2025 [1][2]. - As of September 3, Dajin Heavy Industry's stock price increased by 2.19% to 34.09 CNY per share, with a total market capitalization of 21.741 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 67.03%, with a recent decline of 1.79% over the last five trading days [1]. Group 2 - For the first half of 2025, Dajin Heavy Industry reported a revenue of 2.841 billion CNY, representing a year-on-year growth of 109.48%, and a net profit of 547 million CNY, which is a 214.32% increase compared to the previous year [2]. - The company has distributed a total of 270 million CNY in dividends since its A-share listing, with 185 million CNY distributed over the last three years [3]. - As of June 30, 2025, the second-largest shareholder is Hong Kong Central Clearing Limited, holding 19.4121 million shares, an increase of 6.9767 million shares from the previous period [3].
大金重工股价涨5.16%,长城基金旗下1只基金重仓,持有115.98万股浮盈赚取199.49万元
Xin Lang Cai Jing· 2025-09-03 03:42
Group 1 - The core viewpoint of the news is the performance and financial metrics of Dajin Heavy Industry, highlighting its stock price increase and market capitalization [1] - Dajin Heavy Industry's main business involves the production and sales of wind power tower frames and thermal power boiler steel structures, with wind power equipment accounting for 94.54% of its main business revenue [1] - As of the report date, Dajin Heavy Industry's stock price rose by 5.16% to 35.08 CNY per share, with a trading volume of 304 million CNY and a turnover rate of 1.41%, resulting in a total market value of 22.372 billion CNY [1] Group 2 - Longcheng Fund has a significant position in Dajin Heavy Industry, with its Longcheng Environmental Protection Theme Mixed A Fund increasing its holdings by 176,600 shares in the second quarter, bringing the total to 1.1598 million shares, which constitutes 7.95% of the fund's net value [2] - The Longcheng Environmental Protection Theme Mixed A Fund has achieved a year-to-date return of 28.64% and a one-year return of 39.17%, ranking 2389 out of 8180 and 3634 out of 7967 respectively in its category [2] - The fund manager, Liao Hanbo, has been in charge for 7 years and 182 days, with the fund's total asset size at 1.51 billion CNY and a best return of 132.81% during his tenure [2]
大金重工:截至2025年8月29日公司股东户数为49468户
Zheng Quan Ri Bao Wang· 2025-09-02 13:14
证券日报网讯大金重工(002487)9月2日在互动平台回答投资者提问时表示,截至2025年8月29日,公 司股东户数为49,468户。 ...
国金证券:盈利继续拐点向上 风电行业景气加速上行
智通财经网· 2025-09-02 06:01
Core Viewpoint - The wind power sector has shown significant growth in revenue and profit in the first half of 2025, indicating a positive industry trend and potential for continued upward momentum in the coming periods [1][2]. Group 1: Financial Performance - In the first half of 2025, the wind power sector achieved revenue of 104.7 billion yuan, a year-on-year increase of 45.6%, and a net profit attributable to shareholders of 4.23 billion yuan, up 15.5% year-on-year [1][2]. - In the second quarter of 2025, the sector's revenue reached 66.4 billion yuan, reflecting a year-on-year growth of 52.4%, with net profit of 2.9 billion yuan, a 19% increase, marking the highest quarterly performance in nearly 23 years [1][2]. - Despite high revenue growth, the overall gross and net profit margins have slightly declined due to an increase in manufacturing revenue share, impacting the gross margin of the complete machine segment [2]. Group 2: Demand and Orders - The demand for wind power installations is expected to remain high in the second half of 2025 and into 2026, supported by elevated inventory and contract liabilities across most segments [3]. - Leading manufacturers have reported an upward trend in their order backlogs, with the industry currently holding approximately 300 GW of orders, indicating continued growth in domestic installations [3]. Group 3: Segment Performance - Major turbine manufacturers have improved their manufacturing margins, with companies like Goldwind and Envision experiencing a 2-4 percentage point increase in gross margins, primarily due to a higher proportion of high-priced orders [4]. - The offshore wind segment is accelerating, with significant growth in overseas revenues for companies like Goldwind and Mingyang, which saw over 50% growth in international wind turbine sales [4]. - The cable and component segments are also showing strong performance, with historical highs in inventory and contract liabilities, particularly benefiting from the rising demand in offshore wind projects [5]. Group 4: Investment Recommendations - The report suggests focusing on three main investment themes: 1. The complete machine segment, benefiting from domestic wind turbine demand and price improvements, with recommended stocks including Goldwind Technology, Envision, and Mingyang [6]. 2. The cable and foundation segments, which are expected to see profit growth due to high demand and overseas orders, with recommended stocks including Daikin Heavy Industries and Oriental Cable [6]. 3. The casting and blade segments, which are anticipated to have significant earnings elasticity due to supply-demand tightness and price increases, with recommended stocks including Jinlei and Riyue [6].
25H1风电板块业绩总结:盈利继续拐点向上行业景气加速上行
SINOLINK SECURITIES· 2025-09-02 05:41
Investment Rating - The report establishes a positive investment outlook for the wind power sector, indicating a confirmed industry turning point in H1 2025, with expectations for continued revenue and profit growth [3]. Core Insights - The wind power sector achieved revenue of CNY 1,047 billion in H1 2025, representing a year-on-year increase of 45.6%, and a net profit of CNY 42.3 billion, up 15.5% year-on-year [2][21]. - The report highlights a significant increase in demand driven by the "531 rush installation," with new wind power installations reaching 51.4 GW in H1 2025, a 99% increase year-on-year [7]. - The report anticipates sustained high demand in H2 2025 and FY 2026, supported by a robust order backlog of approximately 300 GW across leading manufacturers [2][12]. Summary by Sections Revenue and Profit Growth - The wind power sector's revenue and profit growth in H1 2025 was driven by strong demand, with Q2 2025 revenue reaching CNY 664 billion, a 52.4% increase year-on-year, marking the highest quarterly revenue in nearly 23 years [2][24]. - The overall gross margin and net margin for the industry showed a decline due to the increased proportion of lower-margin manufacturing revenue [2][21]. Order Backlog and Future Demand - As of the end of H1 2025, leading manufacturers maintained a growing order backlog, sufficient to cover the next two years of installation demand, indicating a positive outlook for 2026 [12][21]. - The report notes that the average bidding price for wind turbines has been increasing, with a notable rise in the average price for various power segments [14][16]. Segment Performance - The report identifies three key investment themes: 1. The turbine manufacturing segment benefiting from domestic demand and price increases, with recommended stocks including Goldwind Technology, Yunda Co., and Mingyang Smart Energy [3]. 2. The submarine cable and foundation segments benefiting from high demand and overseas orders, with recommendations for companies like Daikin Heavy Industries and Oriental Cable [3]. 3. The forging and casting segments showing significant profit elasticity due to supply-demand tightness, with recommended stocks including Jinlei Co. and Riyue Co. [3]. Cost and Margin Analysis - The report indicates that the cost structure across various segments has improved, with a decrease in expense ratios due to higher revenue growth, particularly in the casting and forging segments [41][42]. - The gross margins for the turbine manufacturing segment have been under pressure, but segments like casting and blades have shown recovery in profitability [38][39].
大金重工(002487):出口海工交付盈利表现亮眼,造船协同航运打开新增长空间
Great Wall Securities· 2025-09-02 03:59
Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 15% relative to the industry index within the next six months [4][18]. Core Insights - The company has demonstrated strong performance in its export offshore engineering business, with significant revenue and profit growth in the first half of 2025. Revenue reached 2.841 billion yuan, a year-on-year increase of 109.48%, and net profit attributable to shareholders was 547 million yuan, up 214.32% [1][2]. - The company's sales gross margin for the first half of 2025 was 28.17%, with a net profit margin of 19.24%, reflecting a year-on-year increase of 6.42 percentage points. The growth was primarily driven by increased delivery volumes and profitability in the export offshore engineering sector [2]. - The company has a robust order backlog, with cumulative signed orders exceeding 3 billion yuan since the beginning of the year, and over 10 billion yuan in overseas offshore engineering orders. This positions the company well for stable revenue and profit contributions in the coming years [3][8]. Financial Summary - The company's projected revenue for 2025 is 5.953 billion yuan, with a significant growth rate of 57.5% year-on-year. By 2027, revenue is expected to reach 9.619 billion yuan [1][8]. - Net profit attributable to shareholders is forecasted to be 1.008 billion yuan in 2025, with a growth rate of 112.8%, and is expected to increase to 1.853 billion yuan by 2027 [1][8]. - The report highlights a decrease in the company's price-to-earnings (P/E) ratio from 52.0 in 2023 to 11.9 by 2027, indicating improved valuation as earnings grow [1][8].
大金重工:截至2025年8月20日,公司股东户数为51468户
Zheng Quan Ri Bao Wang· 2025-09-01 11:43
Group 1 - The company, Daikin Heavy Industries, reported that as of August 20, 2025, the number of shareholders is 51,468 [1]
大金重工:公司正在积极参与海外和国内多个深远海项目的投标
Zheng Quan Ri Bao Wang· 2025-09-01 11:43
Group 1 - The company is actively participating in multiple bidding processes for deep-sea projects both domestically and internationally [1] - The floating offshore wind power projects still face challenges in cost reduction [1] - The company has established the Caofeidian deep-sea engineering base and is leveraging China's cost efficiency advantage in production [1] Group 2 - The company has achieved successful delivery performance in the European offshore wind market [1] - The company is accelerating its expansion into the European floating wind market [1]
大金重工:蓬莱基地目前是公司供应欧洲海风基础产品的主力基地
Zheng Quan Ri Bao Wang· 2025-09-01 11:43
Group 1 - The company Daikin Heavy Industries (002487) announced that its Caofeidian base will officially start producing offshore wind power infrastructure for European clients in December this year [1] - The Penglai base is currently the main production facility for the company's offshore wind products supplied to Europe, maintaining a high level of shipment activity since the beginning of the year [1]