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大金重工在天津成立两家船舶租赁公司
人民财讯10月14日电,企查查APP显示,近日,天津金祥船舶租赁有限公司、天津金泰船舶租赁有限公 司成立,法定代表人均为张令明,注册资本均为2000万元,经营范围均包含船舶租赁;从事国际集装箱 船、普通货船运输;国内货物运输代理;船舶销售;货物进出口等。企查查股权穿透显示,两公司均由 大金重工(002487)间接全资持股。 ...
海洋经济板块10月13日涨0.55%,哈焊华通领涨,主力资金净流出2043.57万元
Sou Hu Cai Jing· 2025-10-13 13:18
Market Overview - The marine economy sector increased by 0.55% compared to the previous trading day, with HaHuang Huatong leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Top Gainers in Marine Economy Sector - HaHuang Huatong (301137) closed at 56.00, up 12.45% with a trading volume of 311,000 shares and a transaction value of 1.606 billion [1] - China Great Wall (000066) closed at 17.60, up 5.33% with a trading volume of 2,395,500 shares and a transaction value of 4.200 billion [1] - Daqian Heavy Industry (002487) closed at 52.00, up 4.08% with a trading volume of 335,600 shares and a transaction value of 1.694 billion [1] Top Losers in Marine Economy Sector - QianNeng HengXin (300191) closed at 19.85, down 3.69% with a trading volume of 68,100 shares and a transaction value of 134 million [2] - Deepwater Haina (300961) closed at 16.39, down 2.09% with a trading volume of 71,600 shares and a transaction value of 116 million [2] - Wuhan Tianyuan (301127) closed at 13.17, down 1.86% with a trading volume of 66,000 shares and a transaction value of 86.436 million [2] Capital Flow Analysis - The marine economy sector experienced a net outflow of 20.4357 million from institutional investors, while retail investors saw a net inflow of 44.5 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - China Great Wall (000066) had a net inflow of 372 million from institutional investors, but a net outflow of 230 million from speculative funds [3] - Daqian Heavy Industry (002487) saw a net inflow of 133 million from institutional investors, with a net outflow of 32.6133 million from speculative funds [3] - Zhongtian Technology (600522) had a net inflow of 76.1318 million from institutional investors, while speculative funds experienced a net outflow of 82.0287 million [3]
动力和储能产销两旺、固态电池催化多 | 投研报告
合人民币142.9亿元),用于建设海上与漂浮式风电机组制造工厂。大金重工:公司制 造的40000吨甲板运输船KING ONE号顺利吉水。 投资策略:储能:国内容量补偿电价逐步出台,大储需求超预期,供应紧张,今明年预 计30-40%增长,美国大美丽法案后今年抢装超预期,预计明后年稳增长,欧洲、中东等新 兴市场大储需求大爆发,持续高增长;欧洲户储去库完成,出货恢复,工商储需求开始爆 发,新兴市场光储平价需求持续,我们预计全球储能装机25-28年的CAGR为30-50%,继续 强推大储,看好大储集成和储能电池龙头。锂电&固态:9月排产略高于此前预期,10月排 产进一步提升10%,旺季再上台阶,且各家指引高景气度延续;其中,储能需求超预期,电 池供不应求,预计供给紧张延续至26年年中,价格已上涨1-3分/wh,预计Q4价格仍有提升 空间,材料方面散单价格已陆续调整,预计小,回调即买点,继续全面看好锂电池板块,首 推宁德、亿纬锂能、欣旺达等。同时材料环节一二线厂商26年长协价格有望跟涨,短期受出 口管制错杀,实质影响极产能已打满,涨价诉求强烈,6F和高压密铁锂涨价可能性高,预 计26年有望开始盈利有望修复,看好科达利、 ...
固态电池技术持续突破,9月储能采招42.6GWh
ZHONGTAI SECURITIES· 2025-10-12 12:47
Investment Rating - The report maintains an "Overweight" rating for the industry [3] Core Views - Solid-state battery technology continues to make breakthroughs, with significant developments in the lithium battery industry expected by 2025, indicating a potential supply-demand inflection point and a 2-3 year upward cycle for the industry [5][11] - The report highlights the strong demand in the energy storage sector, with September's energy storage procurement reaching 42.6 GWh and a 31% increase in the average price of 2-hour systems [5][19] - The report recommends key companies in the lithium battery sector, including CATL and EVE Energy, and suggests focusing on solid-state battery-related companies [5] Summary by Sections Lithium Battery Sector - The report notes that China will implement export controls on certain high-end lithium batteries and related materials starting November 8, 2025, which may impact the market [10] - The battery industry index fell by 5.76%, underperforming the broader market, primarily due to the export control announcement [8][10] Energy Storage Sector - In September, the energy storage procurement reached 42.6 GWh, with the average price of 2-hour systems increasing by 31% [5][19] - The demand from Xinjiang and Inner Mongolia contributed nearly half of the total procurement volume [17] - The report indicates a stable EPC pricing environment despite fluctuations in system prices [19] Electric Power Equipment Sector - The report discusses the issuance of the "Energy Planning Management Measures," which will guide energy planning across various levels [23][24] - It highlights the support for green electricity direct connection projects in Shandong, aimed at promoting renewable energy integration [25][26] Photovoltaic Sector - The report mentions stable prices for polysilicon, with no significant changes observed in the market [27][28] - It notes a decrease in demand for photovoltaic components, leading to a downward price trend [5] Wind Power Sector - The report outlines ongoing developments in offshore wind projects in various countries, indicating a robust construction pace in the domestic market [5]
大金重工首制船顺利吉水
Xin Lang Cai Jing· 2025-10-11 02:49
Core Insights - The KING ONE, a 40,000-ton deck transport vessel manufactured by Daikin Heavy Industries, has successfully launched, marking a significant advancement in marine engineering transportation capabilities [1] Company Summary - Daikin Heavy Industries has designed and developed the KING ONE specifically for the transportation of offshore wind power and oil and gas equipment, showcasing its commitment to marine engineering [1] - The vessel measures 240 meters in length, 51 meters in width, and 13 meters in depth, with a maximum carrying capacity of 40,000 tons and a range of 16,000 nautical miles [1] Industry Summary - The successful launch of the KING ONE is expected to enhance the efficiency of transporting large marine engineering equipment, addressing the growing demand in the offshore wind and oil and gas sectors [1] - The vessel is set to undergo trials and certification processes, with its first voyage anticipated in early 2026, indicating a proactive approach to meeting industry needs [1]
风电设备板块再度活跃,吉鑫科技涨停
Xin Lang Cai Jing· 2025-10-10 02:36
风电设备板块再度活跃,吉鑫科技涨停,广大特材、大金重工、新强联、明阳智能、电气风电跟涨。 ...
大金重工20251009
2025-10-09 14:47
大金重工 20251009 摘要 大金重工定位为风电系统方案解决商,尤其在海上风电领域具备全球领 先地位,正积极布局浮式风电、物流运输等业务,形成差异化竞争优势, 但这些优势尚未在估值上充分体现。 公司未来业绩增长核心驱动力包括海外海工业务的高速增长,以及第二、 第三曲线业务的逐步兑现,自有船只将于 2026 年投运贡献新增业绩, 深远海漂浮式基础供应和全球物流体系的布局也将逐步体现。 大金重工具备成长为 800 至 1,000 亿市值公司的潜力,受益于多元化战 略布局和高附加值产品出口能力,海外海工、特种航运与船舶制造、新 能源发电等多条主线均处于高速增长状态。 从估值角度看,大金重工业绩对应到 2026 年的估值水平约 20 倍,尚 未充分反映公司战略布局兑现后的潜力,如漂浮式基础供应、自有运输 船以及系统服务商等业务的价值。 2025 年上半年,大金重工 95%的收入来自风电装备产品,主要针对海 外销售,海外收入占比达到 80%,毛利占比接近 90%,新能源发电占 比约 4%,特种航运和船舶制造业务预计将在 2026 年开始贡献业绩。 Q&A 大金重工的市场预期差主要体现在哪些方面? 市场普遍认为大金重 ...
风电板块持续走强 海风方向领涨
Xin Lang Cai Jing· 2025-10-09 06:02
风电股持续走强,金风科技午后涨停,运达股份、广大特材、三一重工、大金重工、吉鑫科技等涨超 5%。消息面上,国内海风市场9月迎来招中标高峰期,海外海风市场已现拐点信号,欧洲海风装机规模 今年提升至4.5吉瓦以上;中国首个国家级海上风电试验基地即将投运,可开展目前世界最大容量风电 机组和最长尺寸风机叶片的检测试验,以及多领域国际前沿技术研究。 ...
大金重工股价涨5.02%,国泰基金旗下1只基金重仓,持有35.55万股浮盈赚取84.25万元
Xin Lang Cai Jing· 2025-10-09 02:08
国泰价值精选灵活配置混合A(005726)基金经理为王阳、郑浩。 截至发稿,王阳累计任职时间6年333天,现任基金资产总规模64.55亿元,任职期间最佳基金回报 229.92%, 任职期间最差基金回报-27.75%。 10月9日,大金重工涨5.02%,截至发稿,报49.58元/股,成交5.41亿元,换手率1.76%,总市值316.20亿 元。 资料显示,大金重工股份有限公司位于北京市东城区永定门外西滨河路8号院7号楼中海地产广场东塔 1102号,香港湾仔皇后大道东248号大新金融中心40楼,成立日期2003年9月22日,上市日期2010年10月 15日,公司主营业务涉及风电塔架、火电锅炉钢结构生产和销售。主营业务收入构成为:风电装备产品 94.54%,新能源发电4.38%,其他1.07%。 从基金十大重仓股角度 数据显示,国泰基金旗下1只基金重仓大金重工。国泰价值精选灵活配置混合A(005726)二季度持有 股数35.55万股,占基金净值比例为6.27%,位居第一大重仓股。根据测算,今日浮盈赚取约84.25万 元。 国泰价值精选灵活配置混合A(005726)成立日期2018年8月8日,最新规模1.86亿。今年 ...
大金重工9月30日获融资买入1.32亿元,融资余额12.93亿元
Xin Lang Cai Jing· 2025-10-09 01:26
9月30日,大金重工跌0.15%,成交额11.88亿元。两融数据显示,当日大金重工获融资买入额1.32亿 元,融资偿还1.46亿元,融资净买入-1417.02万元。截至9月30日,大金重工融资融券余额合计12.95亿 元。 融资方面,大金重工当日融资买入1.32亿元。当前融资余额12.93亿元,占流通市值的4.30%,融资余额 超过近一年90%分位水平,处于高位。 融券方面,大金重工9月30日融券偿还2.70万股,融券卖出2300.00股,按当日收盘价计算,卖出金额 10.86万元;融券余量2.84万股,融券余额134.08万元,低于近一年10%分位水平,处于低位。 责任编辑:小浪快报 资料显示,大金重工股份有限公司位于北京市东城区永定门外西滨河路8号院7号楼中海地产广场东塔 1102号,香港湾仔皇后大道东248号大新金融中心40楼,成立日期2003年9月22日,上市日期2010年10月 15日,公司主营业务涉及风电塔架、火电锅炉钢结构生产和销售。主营业务收入构成为:风电装备产品 94.54%,新能源发电4.38%,其他1.07%。 截至9月19日,大金重工股东户数5.09万,较上期减少4.49%;人均流通股 ...