Growth - Shudao Equipment reported a net profit of 10.15 million yuan in the first half of the year, a year-on-year increase of 5972.30% [1] - Aerospace Science and Technology achieved a net profit of 88.97 million yuan, up 2161.91% year-on-year [1] - Tianbao Infrastructure's net profit reached 118 million yuan, growing by 2106.58% year-on-year [1] - Northern Rare Earth reported a net profit of 931 million yuan, an increase of 1951.52% year-on-year [1] - Liugang Co., Ltd. posted a net profit of 36.8 million yuan, up 579.54% year-on-year [1] - Cheng Tian Wei Ye's net profit was 10.88 million yuan, increasing by 562.05% year-on-year [1] - Perfect World reported a net profit of 503 million yuan, a year-on-year increase of 384.52% [1] - Shenghong Technology achieved a net profit of 2.143 billion yuan, up 366.89% year-on-year [1] - Zhongke Magnetic Industry's net profit was 20.90 million yuan, increasing by 271.78% year-on-year [1] - Xinjiang Communications Construction reported a net profit of 255 million yuan, up 255.25% year-on-year [1] - Shennong Group achieved a net profit of 388 million yuan, a year-on-year increase of 212.65% [1] - Daikin Heavy Industries reported a net profit of 547 million yuan, up 214.32% year-on-year [1] - Fostar's net profit was 251 million yuan, increasing by 140.45% year-on-year [1] - Guohua Airlines achieved a net profit of 1.24 billion yuan, up 86.15% year-on-year [1] - China Electric Port reported a net profit of 181 million yuan, increasing by 64.98% year-on-year [1] - Ailisi's net profit was 1.051 billion yuan, up 60.22% year-on-year [1] - Zijin Mining reported a net profit of 23.292 billion yuan, a year-on-year increase of 54.41% [1] - Zhongke Chuangda achieved a net profit of 158 million yuan, up 51.84% year-on-year [1] - Sichuan Gold reported a net profit of 209 million yuan, increasing by 48.41% year-on-year [1] - Dongxing Securities achieved a net profit of 819 million yuan, up 42.12% year-on-year [1] - Fosun Pharma reported a net profit of 1.702 billion yuan, a year-on-year increase of 38.96% [1] - Kotec Power's net profit was 23.99 million yuan, increasing by 35.52% year-on-year [1] - Dongshan Precision reported a net profit of 758 million yuan, up 35.21% year-on-year [1] - Inspur Information achieved a net profit of 799 million yuan, a year-on-year increase of 34.87% [1] - Shenzhen Huaqiang reported a net profit of 236 million yuan, increasing by 33.45% year-on-year [1] - Conch Cement achieved a net profit of 4.368 billion yuan, up 31.34% year-on-year [1] - Jiuzhoutong reported a net profit of 1.446 billion yuan, increasing by 19.7% year-on-year [1] - Aofei Data achieved a net profit of 87.89 million yuan, a year-on-year increase of 16.09% [2] Decline and Loss - Huachang Chemical reported a net profit of 1.09 million yuan, a year-on-year decrease of 97.58% [2] - Meibang Apparel achieved a net profit of 993,030 yuan, down 87.07% year-on-year [2] - Toukeng Life reported a net profit of 275,930 yuan, a decrease of 58.41% year-on-year [2] - BlueFocus reported a net profit of 96.44 million yuan, down 47.33% year-on-year [2] - China Gold achieved a net profit of 31.9 million yuan, a decrease of 46.35% year-on-year [2] - Huaxi Biological reported a net profit of 22.1 million yuan, down 35.38% year-on-year [2] - Zhejiang New Energy achieved a net profit of 29.2 million yuan, down 34.65% year-on-year [2] - Hainan Mining reported a net profit of 28.1 million yuan, a decrease of 30.36% year-on-year [2] - Changying Precision achieved a net profit of 30.6 million yuan, down 29.37% year-on-year [2] - China Duty Free reported a net profit of 2.6 billion yuan, down 20.81% year-on-year [2] - Jiangling Motors achieved a net profit of 73.3 million yuan, down 18.17% year-on-year [2] - Donghua Software reported a net profit of 24.4 million yuan, down 15.78% year-on-year [2] - Hengda New Materials achieved a net profit of 3.4235 million yuan, down 12.68% year-on-year [2] - Yaoji Technology reported a net profit of 25.6 million yuan, down 9.98% year-on-year [2] - Ping An Insurance achieved a net profit of 68.047 billion yuan, down 8.8% year-on-year [2] - China Petroleum reported a net profit of 840.07 billion yuan, down 5.4% year-on-year [2] - 360 reported a net loss of 28.2 million yuan [2] - Electric Wind Power reported a net loss of 27.9 million yuan [2] Losses - Suzhou Keda reported a net loss of 21.7 million yuan [3] - Yuntian Lifa achieved a net loss of 20.6 million yuan [3] - Kosen Technology reported a net loss of 10.5 million yuan [3] - Xinyada reported a net loss of 5.2635 million yuan [3] - Chengfei Integration achieved a net loss of 1.49208 million yuan [3] - China Film reported a net loss of 11 million yuan, turning from profit to loss year-on-year [3]

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。 ...

格隆汇8月26日丨大金重工(002487.SZ)公布，近日，公司全资子公司盘锦大金海洋工程有限公司（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》，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，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）TierIII 排放标准，整体设计通过韩国船级社（KR）认证。 ...

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]

大金重工（002487）8月26日晚披露2025年半年度报告，报告期内，公司实现营业收入28.41亿元，同比 增长109.48%；实现净利润5.47亿元，同比增长214.32%；实现扣非归母净利润5.63亿元，同比增长 250.48%。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%。2025年半年度， 公司拟每10股派发现金红利2.80元(含税)。 2025年上半年，大金重工出口海工业务交付量和盈利能力实现双升，带动总体经营业绩进入增长快车 道。公司多年深耕全球海上风电市场，前瞻性布局并聚焦"海外海上战略"，坚持"防风险、破内卷，追 求高质量发展"的核心经营策略，近年来在市场份额和经营业绩上得到切实显现。 与此同时，公司高度注重执行层面的经营结果，通过持续优化业务流程和组织架构，实现业务与人才双 线提升，系统推动战略目标落地，近年来在整体经营发展态势上迎来"多点开花"的良好局面：公司出口 海工业务规模快速提升、市场占有率业内领先，交付模式"由离岸(FOB)延伸至到岸(DAP)"，服务范 围"由海工装备产品制造发展新增远洋特种运输、船舶设计与建造、境外风电母港运营、新能源开发与 运营 ...

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]

中信证券股份有限公司 关于大金重工股份有限公司 减：2025 年上半年使用的募集资金 103,759,085.45 二、募集资金使用金额及期末余额 | | | 金额 | | --- | --- | --- | | 项 | 目 | | 单位：人民币元 使用闲置募集资金暂时补充流动资金的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为大金重工 股份有限公司（以下简称"大金重工"、"上市公司"、"公司"）非公开发行股票 （以下简称"本次发行"）的保荐人，根据《证券发行上市保荐业务管理办法》 《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》《上市公司募集资金监管规则》等相关法律、 法规和规范性文件的规定，就大金重工使用闲置募集资金暂时补充流动资金的 情况进行了核查，具体如下： 减：以前年度已使用募集资金 1,331,466,207.30 一、募集资金基本情况 减：以自筹资金预先投入募集资金投资项目置换金额 762,429,965.11 募集资金净额 3,059,107,770.67 非公开发行股票的批复》（证监许可【2022】2256号），公司 ...

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 ...