格隆汇8月26日丨大金重工(002487.SZ)公布半年度报告，报告期内，公司实现营业收入28.41亿元，同比 增长109.48%；实现扣非归母净利润5.63亿元，同比增长250.48%，为历史同期最高值。同时，公司第二 季度延续第一季度增速，实现净利润3.16亿元，环比增长36.63%。向全体股东每10股派发现金红利0.86 元。 ...

Core Viewpoint - The company has signed a contract for the construction of a heavy cargo vessel, indicating a strategic move into the offshore wind energy sector and enhancing its capabilities in maritime engineering [1] Group 1: Contract Details - The company’s wholly-owned subsidiary, Panjin Dajin Marine Engineering Co., Ltd., has entered into a contract with a South Korean shipping company for the construction of a heavy lift wind power deck transport vessel [1] - The vessel will have a deadweight tonnage of 23,000 DWT, with a total length of approximately 165 meters, a width of 42 meters, and a depth of 10 meters [1] - The total contract value is approximately 300 million RMB, with delivery scheduled for 2027 [1] Group 2: Compliance and Standards - The vessel is designed to meet the latest international standards for energy efficiency and environmental emissions [1] - It will primarily be used for the transportation of oversized and heavy cargo related to offshore wind power equipment and marine engineering [1] - The design complies with the International Maritime Organization (IMO) Tier III emission standards and has received certification from the Korean Register (KR) [1]

Group 1 - The core viewpoint of the article highlights that Dajin Heavy Industry (002487) reported a significant increase in both revenue and net profit for the first half of 2025, with net profit reaching approximately 547 million yuan, a year-on-year growth of 214.32% [1] - In the first half of 2025, Dajin Heavy Industry achieved an operating income of approximately 2.841 billion yuan, reflecting a year-on-year increase of 109.48% [1] - Dajin Heavy Industry, established in 2000 and listed in 2010, is recognized as the first publicly listed company in China specializing in wind power tower foundations and is a global leader in offshore wind power infrastructure and tower solutions [1] Group 2 - The company primarily produces and sells offshore wind power monopile foundations, transition pieces, jacket foundations, floating foundations, and tower products, providing a comprehensive "construction + transportation + delivery" solution for offshore wind power equipment [1] - Dajin Heavy Industry's stock price increased by 2.85% on August 26, closing at 33.97 yuan per share, with a total market capitalization of 21.66 billion yuan [1]

Core Viewpoint - The company, Dajin Heavy Industry, reported significant growth in its 2025 semi-annual results, with a notable increase in revenue and net profit, driven by its strong performance in the offshore engineering sector and strategic focus on high-quality development in the global offshore wind power market [1][2]. Financial Performance - The company achieved an operating income of 2.841 billion yuan, a year-on-year increase of 109.48% [1] - Net profit reached 547 million yuan, up 214.32% year-on-year [1] - The net profit attributable to the parent company, excluding non-recurring gains and losses, was 563 million yuan, reflecting a 250.48% increase year-on-year [1] - In the second quarter, net profit was 316 million yuan, a quarter-on-quarter increase of 36.63% [1] - The company plans to distribute a cash dividend of 2.80 yuan per 10 shares (tax included) [1]. Business Growth and Strategy - The company has seen a rapid increase in the scale and profitability of its offshore engineering business, leading to overall performance growth [2] - The strategic focus includes transitioning from a product supplier to a system service provider, enhancing its competitive edge in the global offshore wind power equipment sector [2][3]. - The company has secured nearly 3 billion yuan in new orders since the beginning of the year, with total overseas offshore engineering orders exceeding 10 billion yuan [2]. Export and Delivery - The export volume of offshore engineering products doubled year-on-year, with export business revenue accounting for nearly 80% of total revenue, an increase of 23 percentage points compared to the same period last year [3]. - The company adopted a DAP (Delivered at Place) delivery model for all offshore wind foundation equipment products delivered overseas in the first half of the year [3]. Shipbuilding and Logistics - The company’s self-developed special heavy transport ship has entered the preparation phase for launching, with plans for its maiden voyage in the first half of 2026 [4]. - A contract was signed with a South Korean shipping company for the construction of a 23,000 DWT heavy wind power deck transport ship, valued at approximately 300 million yuan [4]. Renewable Energy Projects - The company’s renewable energy projects include a 250 MW fish-solar complementary project that achieved full capacity grid connection [5]. - As of the report date, the company has 500 MW of self-owned renewable energy projects in operation and 950 MW of onshore wind projects under construction, expected to be operational by the second half of 2026 [5]. - The renewable energy segment contributed 125 million yuan in revenue, a year-on-year increase of 5.56% [5].

Core Insights - Daikin Heavy Industries' subsidiary, Panjin Daikin Marine Engineering, signed a contract with a renowned South Korean shipping company to build a 23,000 DWT heavy wind power deck transport vessel, marking a significant entry into the international shipbuilding market [1] - The contract, valued at approximately 300 million yuan, involves a vessel measuring about 165 meters in length, 42 meters in width, and 10 meters in depth, with delivery scheduled for 2027 [1] Company Perspective - This contract represents a milestone for Daikin Heavy Industries, showcasing its ability to expand from wind power equipment manufacturing into shipbuilding, thereby enhancing its risk resilience and overall competitiveness [1] - The successful acquisition of this market-oriented order indicates the company's project coordination and production management capabilities, as it balances its own shipbuilding progress with external contracts [1] Industry Perspective - The order highlights Daikin Heavy Industries' deep understanding of the transportation needs for wind power equipment, allowing it to effectively penetrate the niche market of specialized shipbuilding [1] - This development not only fills a gap in the domestic production of dedicated transport equipment for the wind power industry but also serves as a practical example for other companies in the sector exploring diversified development paths [1]

Core Viewpoint - The company, 大金重工, is utilizing idle raised funds to temporarily supplement its working capital, with a focus on ensuring the normal progress of its investment projects and improving the efficiency of fund usage [1][3]. Fundraising Basic Situation - The net amount raised from the non-public offering of shares is approximately RMB 3.06 billion, with total issuance costs amounting to approximately RMB 6.89 million [1][2]. - The funds are managed under a special account storage system, with all raised funds deposited in a dedicated account [1]. Fund Usage Amount and Balance - As of June 30, 2025, the balance in the fundraising special account is approximately RMB 80.48 million after accounting for previous fund usage and other adjustments [2]. Previous Fund Return Situation - The company returned all previously used funds for temporary working capital, totaling approximately RMB 888 million, to the special account within the stipulated 12-month period [2]. Current Use of Idle Funds - The company plans to use up to RMB 500 million of idle raised funds to temporarily supplement working capital, with a usage period not exceeding 12 months from the board's approval date [3]. - This decision is deemed necessary to meet daily operational needs while ensuring that investment projects continue to progress normally [3]. Reasonableness and Necessity of Fund Usage - The company emphasizes that the use of idle funds will not alter the intended use of the raised funds and will only be applied to activities related to its main business operations [4]. Sponsor's Review Opinion - The sponsor, 中信证券, has reviewed the situation and finds that the company's decision to use idle funds complies with relevant regulations and has no objections to the matter [4].

证券代码：002487 证券简称：大金重工 公告编号：2025-056 关于全部归还募集资金及 再次使用闲置募集资金暂时补充流动资金的公告 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。 大金重工股份有限公司（以下简称 "公司"）于 2025 年 8 月 25 日召开第五 届董事会第二十一次会议，审议通过了《关于再次使用闲置募集资金暂时补充流 动资金的议案》，同意公司在保证募集资金投资项目正常进行的前提下，使用不 超过 5 亿元闲置募集资金暂时补充流动资金，使用期限为自董事会审议通过之日 起不超过 12 个月，到期及时归还至募集资金专户。现就相关事宜公告如下： 一、募集资金基本情况 （一）募集资金金额及到位情况 经中国证券监督管理委员会《关于核准大金重工股份有限公司非公开发行股 票的批复》（证监许可【2022】2256 号）核准，公司向特定对象发行 82,088,349 股 A 股股票，每股面值人民币 1.00 元，每股发行认购价格为人民币 37.35 元， 共募集资金人民币 3,065,999,835.15 元，扣除承销费用、会计师费用等发行费用 共 计 人 ...

证券代码：002487 证券简称：大金重工 公告编号：2025-058 大金重工股份有限公司 关于签署首个海外重型甲板运输船建造合同的公告 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。 一、合同签署情况 近日，公司全资子公司盘锦大金海洋工程有限公司（以下简称"盘锦大金"） 与韩国某航运公司签署了《重型货物船舶建造合同》（以下简称"本合同"）， 盘锦大金将为其设计、建造、交付一艘 23000DWT（载重吨）的重型风电甲板 运输船（以下简称"本船"），总长约 165 米、型宽 42 米、型深 10 米，合同 总金额折合人民币约 3 亿元，该船舶将于 2027 年完成交付。 本船满足最新国际标准下节能环保排放要求，主要用于海上风电设备、海 洋工程装备等超大、超重货物的跨国运输，符合国际海事组织（IMO）Tier III 排放标准，整体设计通过韩国船级社（KR）认证。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监 管指引第 1 号——主板上市公司规范运作》等有关法律法规、规范性文件和《公 司章程》的规定，上述合同属于公司日常经营性合同，不需要经过 ...

大金重工股份有限公司 2025 年半年度 非经营性资金占用及其他关联资金往来情况汇总表 | 非经营性资金占 | | 占用方与上 | 上市公司核算 | 2025 年期初 | 2025 年 1-6 月占 | 2025 年 1-6 月占用资 | 2025年1-6月 | 2025 年 6 月 | 占用形成 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 用 | 资金占用方名称 | 市公司的关 | 的会计科目 | 占用资金余 | 用累计发生金额 | 金的利息 | 偿还累计发 | 末占用资金 | 原因 | 占用性质 | | | | 联关系 | | 额 | （不含利息） | (如有) | 生金额 | 余额 | | | | 控股股东、实际控 | | | | | | | | | | | | 制人及其附属企 | | | | | | | | | | | | 业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东、实际 | | | | | | | | | | | | 控制人 ...

大金重工股份有限公司 财务报告（未经审计） 2025 年 8 月 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：大金重工股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 3,340,849,198.84 | 2,869,022,557.12 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 10,014,417.42 | | | 衍生金融资产 | | | | 应收票据 | 34,375,208.25 | 59,588,397.67 | | 应收账款 | 1,264,988,841.67 | 1,309,621,502.95 | | 应收款项融资 | 323,668,011.14 | 254,166,889.08 | | 预付款项 | 746,173,386.91 | 544,967,318.02 | | 应收保费 | | | | 应收分保账款 ...