抢抓风电产品订单与交付 通裕重工上半年净利润同比增长49.70%

Core Insights - The company reported a revenue of 2.943 billion yuan for the first half of 2025, representing a year-on-year growth of 7.59% [1] - The net profit attributable to shareholders reached 60.739 million yuan, marking a significant increase of 49.70% year-on-year [1] - The net cash flow from operating activities was 118 million yuan, up by 35.37% compared to the previous year [1] - The basic earnings per share were 0.02 yuan, reflecting a 100% year-on-year increase [1] - The company plans to distribute a cash dividend of 0.06 yuan per 10 shares to all shareholders [1] Business Performance - The wind power spindle segment (including forged and cast spindles) generated revenue of 395 million yuan, a year-on-year increase of 16.96% [2] - The casting segment achieved revenue of 514 million yuan, up by 45.94% year-on-year [2] - The structural components and complete equipment segment (including metallurgical and nuclear power equipment) reported revenue of 172 million yuan, a growth of 75.99% year-on-year [2] - The modular wind power equipment business generated revenue of 505 million yuan, while other forgings brought in 694 million yuan [2] - The forging materials segment achieved revenue of 160 million yuan, and powder metallurgy products generated 211 million yuan in revenue [2] Strategic Development - The company aims to become a world-class supplier of high-end equipment and new energy equipment, guided by its strategic positioning [2] - The focus is on high-end, large-scale, and international development, with an emphasis on innovation and lean management [2] - The company is actively developing new products, technologies, and processes to extend its industrial chain and enhance product competitiveness [2] - The company has commenced small-scale production of wind power rotor room products and completed the casting of a super-large nuclear power high-pressure outer cylinder weighing 120 tons [2] - The first set of semi-finished forged crankshafts for 6G80ME marine low-speed diesel engines has been delivered to customers, reinforcing the company's market position in marine shaft forging [2]