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风电概念股年内表现亮眼 机构预测十股业绩有望持续高增长
Zheng Quan Shi Bao Wang· 2025-10-08 23:28
Core Insights - The wind power sector has shown strong performance in 2023, with nearly 60 wind power concept stocks averaging a price increase of 33.65% year-to-date, while only 7 stocks have recorded declines [1] - Institutions are optimistic about the long-term growth prospects of the wind power sector, predicting that several stocks will continue to experience high growth in net profits in 2025 and 2026, with a consensus forecast of over 20% growth for these years [1] Summary by Company - **Oriental Cable (603606)**: Received ratings from 32 institutions, with predicted net profit growth of 58.83% in 2025 and 31.56% in 2026 [3] - **Dajin Heavy Industry (002487)**: Rated by 28 institutions, with a forecasted net profit growth of 37.31% in 2026 [3] - **Goldwind Technology (002202)**: Rated by 19 institutions, with a projected net profit growth of 27.80% in 2026 [3] - **Haili Wind Power (301155)**: Rated by 16 institutions, with an expected net profit growth of 40.31% in 2026 [3] - **Tianwang Electric (603063)**: Rated by 15 institutions, with a forecasted net profit growth of 20.89% in 2026 [4] - **China National Materials (002080)**: Rated by 13 institutions, with a predicted net profit growth of 29.99% in 2026 [4] - **Mingyang Smart Energy (601615)**: Rated by 12 institutions, with a projected net profit growth of 37.78% in 2026 [4] - **Taisheng Wind Energy (300129)**: Rated by 12 institutions, with an expected net profit growth of 36.87% in 2026 [4] - **Jinlei Co., Ltd. (300443)**: Rated by 11 institutions, with a forecasted net profit growth of 31.77% in 2026 [4] - **Tianshun Wind Energy (002531)**: Rated by 10 institutions, with a predicted net profit growth of 58.06% in 2026 [4]
大金重工拟港股上市,海外收入占比快速提升
Zhong Guo Zheng Quan Bao· 2025-10-03 14:44
2022年、2023年、2024年及2025年上半年,公司营业收入分别约为51.06亿元、43.25亿元、37.8亿元和 28.41亿元,净利润分别约为4.5亿元、4.25亿元、4.74亿元和5.47亿元,净利率分别为8.8%、9.8%、 12.5%和19.2%。 公司的客户主要包括全球多个地区(尤其是欧洲)的头部海上风电开发商及风电整机制造商,其中多数客 户保持严格的供应商资格标准。2022年、2023年、2024年及2025年上半年,公司前五大客户产生的收入 分别约为27.48亿元、22.85亿元、21亿元及21.69亿元,分别约占公司总收入的53.8%、52.8%、55.6%及 76.4%。 9月29日,大金重工(002487)股份有限公司向港交所递交招股说明书。 招股书显示,大金重工是一家海上风电核心装备供应商,公司于2010年在深圳证券交易所上市,是A股 首家风电塔桩上市公司。公司的客户主要包括全球领先海上风电开发商及风电整机制造商。公司海外收 入占总收入的比例,从2022年的16.4%提升至2025年上半年的79.0%。 战略布局全球深远海风电市场 据招股书介绍,大金重工为全球大型海上风电开发商提 ...
大金重工拟港股上市 海外收入占比快速提升
Zhong Guo Zheng Quan Bao· 2025-10-03 14:42
招股书显示,大金重工是一家海上风电核心装备供应商,公司于2010年在深圳证券交易所上市,是A股 首家风电塔桩上市公司。公司的客户主要包括全球领先海上风电开发商及风电整机制造商。公司海外收 入占总收入的比例,从2022年的16.4%提升至2025年上半年的79.0%。 战略布局全球深远海风电市场 据招股书介绍,大金重工为全球大型海上风电开发商提供风电基础装备"建造+运输+交付"一站式解决 方案。公司战略布局全球深远海风电市场,核心业务涵盖海上风电基础装备研发与制造、远洋特种运 输、船舶设计与建造、新能源开发与运营和风电母港运营等领域。 公司的客户主要包括全球多个地区(尤其是欧洲)的头部海上风电开发商及风电整机制造商,其中多数 客户保持严格的供应商资格标准。2022年、2023年、2024年及2025年上半年,公司前五大客户产生的收 入分别约为27.48亿元、22.85亿元、21亿元及21.69亿元,分别约占公司总收入的53.8%、52.8%、55.6% 及76.4%。 公司的供应商主要包括原材料供应商(主要为钢板、法兰、油漆及内附件)及运输服务供应商。2022 年、2023年、2024年及2025年上半年,公司 ...
灵药还是豪赌?大金重工冲刺港股,欲借海外市场破解营收连降之困
Xin Jing Bao· 2025-09-30 12:00
9月29日,A股首家风电塔筒上市公司大金重工(002487)(002487.SZ)递交港股招股书,将冲击港股风电塔筒 第一股。 近年来,大金重工的业绩存在一定波动,营收规模呈下降趋势。随着在利润更高的海外市场取得突破,今年上半 年公司净利润已超过2022年至2024年每一年的全年净利润。 制图/贝壳财经记者 朱玥怡 进入2025年,上半年大金重工出口海工业务发运量同比翻倍,海外市场的亮眼表现带动了业绩爆发。上半年公司 实现收入28.41亿元,同比增长109%;净利润5.47亿元,同比增长超过200%。 随着销售规模扩大,大金重工面临的资金与存货管理压力也同步增长。截至今年上半年末,公司存货为23.73亿 元,为近年最高。公司借款在过去两年均保持低于5亿元后,今年上半年迅速增长至超过13亿元。 目前海外市场在大金重工整体营收中的占比已接近79%,公司直言欧洲市场销售的增长是驱动盈利能力提升的主 要因素,并将建设欧洲总装基地规划为募集资金的主要用途之一。 不过随着海外市场拓展,大金重工同样面临资金与存货管理的挑战。更重要的是,目前风电行业的发展依然主要 依赖地方政府出台的政策及法规,如果海外市场政策生变,那么大金 ...
这家公司今年市值猛涨58%!要港股上市!
IPO日报· 2025-09-30 11:48
Core Viewpoint - Dajin Heavy Industry (002487.SZ) has submitted an application for a main board listing on the Hong Kong Stock Exchange, marking a significant turnaround with substantial revenue and profit growth in the first half of the year, alongside a 58% increase in market capitalization since the beginning of the year [1][5]. Group 1: Company Overview - Dajin Heavy Industry, established in 2000, is the first listed company in China's wind power tower industry and a leading global supplier of offshore wind power core equipment [3]. - The company has maintained a strong strategic focus on both overseas and offshore wind markets, emphasizing high-quality development and risk management [3]. Group 2: Financial Performance - The company experienced significant fluctuations in revenue, with 2022 revenue at 5.106 billion yuan, dropping to 4.325 billion yuan in 2023 (a decrease of 15.3%), and further declining to 3.78 billion yuan in 2024 (a decrease of 12.6%). However, in the first half of 2025, revenue rebounded to 2.841 billion yuan, representing a 109.5% increase compared to the same period in 2024 [4]. - Net profit figures for the reporting period were 450 million yuan in 2022, 425 million yuan in 2023, 474 million yuan in 2024, and 547 million yuan in the first half of 2025, with a remarkable year-on-year growth of 214.3% in the latest half-year [5]. Group 3: Market Expansion - The company has successfully expanded its overseas market presence, with overseas revenue increasing from 838 million yuan in 2022 to 2.243 billion yuan in the first half of 2025, accounting for 79% of total revenue [7]. - Dajin Heavy Industry currently has over 10 billion yuan in orders on hand, primarily for delivery over the next two years, with projects covering multiple offshore wind farms in Europe [6][7]. Group 4: Business Structure and Strategy - The company's gross profit margins have shown improvement, with figures of 16.6%, 23.1%, 29.8%, and 28.2% over the reporting periods [8]. - Wind power equipment sales remain the primary revenue source, consistently accounting for over 90% of total revenue, while the share of new energy generation business has gradually increased since 2023 [8]. Group 5: Future Plans - The proceeds from the IPO are intended for upgrading deep-sea comprehensive solutions, constructing a European assembly base, investing in global R&D centers, expanding into new markets, and general corporate purposes [9].
大金重工启动“A+H”布局 剑指港股市场“海风装备全产业链第一股”
Zhong Zheng Wang· 2025-09-30 04:25
为满足客户一站式、多样化需求,大金重工产品和服务已由风电海工基础装备研发与制造逐步延伸到远 洋特种运输、船舶设计与建造、风电母港运营等领域,并积极布局新能源开发与运营业务,逐步从产品 供应商向系统服务商转型。2025年上半年,大金重工交付海外的海风基础装备产品全部采用DAP(目的 地交货)模式。 全球风能理事会(GWEC)预计,2025-2034年欧洲海风新增装机达到126GW,对应年均新增海风装机量 12.6GW,是过去5年(2020-2024年)年均装机的4倍以上,且呈现加速上升趋势。此外,海上风电的开发 趋势将逐渐从近海走向深海,漂浮式海上风电项目预计将在2030年进入商业化阶段。依托在全球主流海 上风电市场项目交付经验的领先优势,大金重工未来营收规模和盈利水平有望持续提升。 中证报中证网讯(王珞)大金重工(002487)9月29日晚公告称,公司已向香港联交所递交首次公开发行H 股股票并在主板上市申请。此举标志着大金重工正式启动"A+H"双资本平台建设工作,有望成为港股市 场"海风装备全产业链第一股"。 大金重工于2010年在深交所上市,是一家全球领先的海上风电核心装备供应商,深耕新能源行业近二十 年, ...
9月30日早间重要公告一览
Xi Niu Cai Jing· 2025-09-30 04:10
Group 1 - Pingzhi Information has been selected as the eighth candidate for the "2025 China Unicom General Server Centralized Procurement Project" with a bid amount of approximately 451 million yuan [1] - The project involves the procurement of general servers primarily for cloud computing infrastructure [1] - Pingzhi Information was established in November 2002 and focuses on communication equipment, computing power, and operator equity products [1] Group 2 - Betta Pharmaceuticals has submitted an application for the issuance of H shares and listing on the Hong Kong Stock Exchange [2] - Betta Pharmaceuticals was founded in January 2003 and specializes in the production and sales of innovative drugs [2] Group 3 - Guangli Micro plans to sign an agreement with Zhejiang University to establish a joint research center for silicon photonics technology and measurement equipment [3] - The company will invest no less than 15 million yuan over three years for the center's development [3] - Guangli Micro was founded in August 2003 and provides a range of services including integrated circuit manufacturing and design [3] Group 4 - Shanhe Pharmaceutical's controlling shareholder and actual controller has changed due to the passing of Yin Zhenglong, with his wife and daughter inheriting shares [4] - After the change, Wu Changhong holds 20.172% of the total shares, while Yin Zhiya holds 6.724% [4] - Shanhe Pharmaceutical was established in April 2001 and focuses on the research, production, and sales of pharmaceutical excipients [5] Group 5 - Hengwei Technology plans to acquire 75% of Shanghai Shuhang Information Technology Co., Ltd. through a combination of share issuance and cash payment [6] - The acquisition will make Shuhang Technology a subsidiary of Hengwei Technology [6] - Hengwei Technology was founded in March 2003 and specializes in intelligent system solutions [7] Group 6 - Shougang Co. intends to repurchase its A-shares for an amount between 260 million yuan and 520 million yuan [8] - The repurchase will be used for implementing an equity incentive plan [8] - Shougang Co. was established in October 1999 and focuses on the production and sales of steel products [9] Group 7 - Pulit plans to build a 6GWh sodium-ion battery production base in Sichuan with a total investment of approximately 800 million yuan [10] - The project will be constructed in two phases, with the first phase having a capacity of 2GWh [10] - Pulit was founded in October 1999 and specializes in high polymer new materials and battery production [10] Group 8 - Saisir has proposed a cash dividend of 3.1 yuan per 10 shares for its A-share shareholders [10] - Saisir was established in May 2007 and focuses on the research, manufacturing, and sales of new energy vehicles [10] Group 9 - Guangyang Co. plans to establish a wholly-owned subsidiary for the development of precision components for robots [11] - The investment is part of a project to produce high-end components for new energy vehicles and robots [11] - Guangyang Co. was founded in April 1995 and specializes in precision components for various vehicles and equipment [11] Group 10 - Conch New Materials intends to acquire a 51% stake in North China Industrial Plastics Co., Ltd. for approximately 95.27 million yuan [12] - The acquisition will make North China Plastics a subsidiary of Conch New Materials [12] - Conch New Materials was established in October 1996 and focuses on the production and sales of plastic profiles and aluminum profiles [12] Group 11 - Daikin Heavy Industries has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [13] - The company specializes in the production and sales of offshore wind power equipment [13] - Daikin Heavy Industries was founded in September 2003 [13] Group 12 - Tengya Precision plans to invest up to 8 million USD to establish a subsidiary in Vietnam for the production of garden robots and electric tools [14] - The project will involve leasing a factory in Dong Nai Province [14] - Tengya Precision was established in August 2000 and focuses on power tools and building hardware [15] Group 13 - Luoxin Pharmaceutical plans to raise up to 207 million yuan through a private placement for innovative drug research and development [16] - The funds will primarily support clinical research for specific innovative drugs [16] - Luoxin Pharmaceutical was founded in May 1998 and specializes in pharmaceutical product development [17] Group 14 - *ST Guohua's subsidiary has become the first candidate for a project with a bid of 236 million yuan [18] - The project involves a 90-day construction period [18] - *ST Guohua was established in May 1986 and focuses on mobile network security [19] Group 15 - Su Chen Technology plans to acquire 60% of Likong Technology for a total price of 192 million yuan [20] - The acquisition will make Likong Technology a secondary subsidiary of Su Chen Technology [20] - Su Chen Technology was founded in February 2006 and specializes in CAE software development [21] Group 16 - Qingmu Technology's major shareholder plans to reduce their stake by up to 276,000 shares [22] - The reduction is due to the shareholder's financial needs [22] - Qingmu Technology was established in August 2009 and provides comprehensive e-commerce operation services [23] Group 17 - Tongda Sea plans to acquire 40% of Jiangsu Sufuda Data Technology Co., Ltd. for 25.64 million yuan [24] - The acquisition will result in Tongda Sea holding 100% of Sufuda [24] - Tongda Sea was founded in March 1995 and provides information technology services for electronic government affairs [24] Group 18 - Rongsheng Development has signed a memorandum of cooperation to promote the development of the seaplane industry [25] - The cooperation will focus on infrastructure construction and talent training [25] - Rongsheng Development was established in December 1996 and specializes in real estate development [26] Group 19 - Jinma Amusement plans to repurchase 16.52% of its subsidiary for 60 million yuan [28] - The repurchase will convert the subsidiary into a wholly-owned entity [28] - Jinma Amusement was founded in November 2007 and focuses on amusement facilities and projects [28] Group 20 - Huilv Ecology plans to acquire 49% of Junheng Technology for 1.127 billion yuan [29] - The acquisition will make Junheng Technology a wholly-owned subsidiary [29] - Huilv Ecology was established in January 1990 and specializes in optical communication products and landscape engineering [30]
大金重工递交港交所A1申请
Zheng Quan Shi Bao Wang· 2025-09-30 02:00
9月29日,大金重工(002487)正式向香港联合交易所有限公司递交了A1上市申请文件,拟于主板上市。 此举标志着公司正式启动"A+H"双资本平台建设,为公司"从产品制造商向系统解决方案服务商转型"迈 出关键一步。 目前,海上风电已成为全球能源转型的核心赛道,大金重工此次上市将实现"企业+行业"的双赢格局, 此举将进一步巩固其在全球海上风电装备领域的领先地位,为加速行业深远海能源开发进程注入强劲动 能。(燕云) 2025年上半年,大金重工业绩保持高速增长,实现营业收入28.41亿元,同比增长109.48%;归母净利润 5.47亿元,同比增长214.32%;扣非净利润5.63亿元,同比增长250.48%。业绩高增背后源于大金重工对 海外海上风电市场的前瞻布局,公司上市伊始于业内率先提出"两海战略",此后十余年间保持极强战略 定力和执行力。随着近年来欧洲海上风电建设提速,大金重工出口海工风电装备业务规模实现快速提 升,市场占有率业内领先。2025年上半年,海外收入同比增长196%至22.43亿元,占同期总营收的比例 攀升至80%;凭借"亚太地区唯一能向欧洲市场批量交付产品"的核心实力,目前累计在手订单总金额已 超 ...
大金重工递表港交所 华泰国际和招商证券国际为联席保荐人
Zheng Quan Shi Bao Wang· 2025-09-30 00:53
截至2025年6月30日,大金重工是亚太地区唯一实现向欧洲批量交付单桩的供应商。公司业务已从海上 风电基础装备研发制造延伸至远洋特种运输、船舶设计与建造、风电母港运营等领域,并布局新能源开 发与运营。 大金重工(002487)向香港交易所主板提交上市申请,华泰国际和招商证券国际为其联席保荐人。 根据弗若斯特沙利文报告,按2025年上半年单桩销售金额计算,大金重工是欧洲市场排名第一的海上风 电基础装备供应商,市场份额大幅提升。 公司成立于2000年,2010年在深交所上市,是中国A股首家风电塔桩上市公司。大金重工致力于为全球 大型海上风电开发商提供"建造+运输+交付"一站式解决方案。 2022年至2025年上半年,海外收入占总收入比例从16.4%提升至79.0%,显示"新两海战略"的成功实 施。 欧洲海上风电市场的高壁垒和高附加值是驱动公司盈利能力提升的主要因素,公司已构建全球战略营销 体系。 ...
2025年10月投资组合报告:迎接“十五五”预期:十月政策窗口期布局
Yin He Zheng Quan· 2025-09-29 23:30
Market Overview - In September, both A-shares and Hong Kong stocks exhibited a volatile pattern, with domestic economic recovery showing uneven momentum and real estate chain drag persisting[5] - The Federal Reserve's interest rate cut led to short-term market fluctuations, while sectors like batteries and semiconductors outperformed due to policy expectations and price rebounds[5] Investment Focus - The focus for October is on "technology growth," with A-shares confirming a tech narrative and Hong Kong stocks advancing in both technology and non-ferrous metals[5] - Key events include the unveiling of Xiaopeng's fifth-generation humanoid robot on October 24 and new drug progress announcements from Chinese pharmaceutical companies at the ESMO conference in mid-October[5] Policy and Economic Outlook - October is a critical policy layout window, with the 20th Central Committee's Fourth Plenary Session focusing on the "14th Five-Year Plan," leading to rising capital market expectations[5] - The market anticipates another interest rate cut from the Federal Reserve in October, which could benefit the Hong Kong market due to its linked exchange rate system[5] Key Investment Themes - **Technology Growth and High-End Manufacturing**: Emphasis on digital economy, aerospace information, and high-end equipment, with recommendations to focus on satellite internet and AI[5] - **Resource Cycle Optimization**: Global inventory cycles are bottoming out, with industrial metals like copper and cobalt expected to see price increases driven by demand from new energy[5] - **Structural Recovery in Consumption**: Anticipated strong consumption data during the Mid-Autumn Festival and National Day, with a focus on high-quality segments like medical consumption and travel chains[5] Risk Factors - Risks include unexpected policy changes, commercialization outcomes falling short of expectations, and delays in product development and market entry[5]