金雷股份上半年净利润同比大幅增长153.34% 风电主轴全球领先地位再巩固

Core Insights - The company reported significant growth in its financial performance for the first half of 2025, with operating revenue reaching 1.283 billion yuan, a year-on-year increase of 79.85%, and net profit attributable to shareholders of 188 million yuan, up 153.34% [1] - The company aims to strengthen its leading position in the wind power main shaft sector while innovating in other casting and forging products, contributing to substantial operational growth [1] Financial Performance - Operating revenue for the first half of 2025 was 1.283 billion yuan, a 79.85% increase year-on-year [1] - Net profit attributable to shareholders was 188 million yuan, reflecting a 153.34% growth [1] - The company proposed a cash dividend of 1 yuan per 10 shares to all shareholders [1] Wind Power Sector - The core business of wind power forging shafts generated sales revenue of 589 million yuan, a 47.33% increase year-on-year [1] - The company has adapted to the trend of larger wind turbines, covering a full range of forging models from 1.5MW to 9.5MW [1] Offshore Wind Power Development - The company has increased investment in the research and production of offshore wind power casting products, achieving rapid growth with sales revenue of 280 million yuan, a significant increase of 276.06% [2] - The company has established strategic partnerships with major global wind turbine manufacturers, enhancing its market position [2] Other Casting and Forging Products - The company provides high-quality products and services across various industries, including shipbuilding, energy, cement equipment, and mining machinery, with sales revenue from other precision shaft products reaching 182 million yuan [2] - The company maintains a stable growth in industrial casting and forging products, expanding its market share through effective production management and quality control [3]