双杰电气大单不断净利最高预增39% 持续加码新能源业务营收占比达44%

Core Viewpoint - Double杰电气 is experiencing continuous growth in performance, with a projected net profit of 100 million to 120 million yuan for the first half of 2025, representing a year-on-year increase of 16.03% to 39.23% [2][3] Performance Summary - The company expects a non-deductible net profit of 100 million to 120 million yuan, with a year-on-year growth of 5.29% to 26.35% [2][3] - The growth is attributed to the deepening of regional market layouts and the acquisition of quality new energy orders, which inject strong momentum into revenue growth [2][3] Business Development - Double杰电气 has become a significant player in the comprehensive energy service sector, with continuous landing of quality orders in new energy and power distribution [2][4] - The company has successfully secured multiple contracts for the "宁电入湘" direct current supporting photovoltaic project, with a total bid amount of 1.64 billion yuan [5] Market Position - In the first half of 2025, the company won contracts worth over 270 million yuan in the first batch of framework bidding projects for distribution network equipment from the Southern Power Grid [6] - The company has established a one-stop full lifecycle new energy industry chain, focusing on wind, solar, storage, charging, and swapping [3][7] Revenue Growth - The revenue from new energy business has significantly increased, from 29.11 million yuan in 2021 (2.49% of total revenue) to 1.538 billion yuan in 2024 (44.29% of total revenue) [7][8] - The company reported a total revenue of 3.14 billion yuan and a net profit of 103 million yuan in 2023, with new energy business revenue accounting for 40.53% [8] Strategic Initiatives - The company has been actively expanding its overseas market presence while consolidating its advantages in the domestic power distribution industry [3][8] - The company is focusing on the development of wind and solar projects in resource-rich areas, marking significant progress in its new energy business [9]