GDTC(SH:688186) Mei Ri Jing Ji Xin Wen·2025-10-09 09:35Group 1 - The company, Guangda Special Materials, expects a net profit attributable to shareholders of approximately 248 million yuan for the first three quarters of 2025, representing an increase of about 169 million yuan or 213.92% year-on-year [1] - The increase in profit is primarily due to improved demand in downstream industries, active customer order expansion by the marketing department, and effective delivery management, resulting in a revenue growth of approximately 25.04% year-on-year [1] - The company has optimized its product structure in response to market changes and implemented cost-reduction and efficiency-enhancing measures, leading to a recovery in overall gross margin and enhanced profitability [1] Group 2 - The production capacity of the wind turbine gearbox components project is gradually being released, with a significant increase in average utilization of machining equipment, contributing substantially to the company's processing output and profitability [1] - The offshore wind power casting project has achieved a substantial increase in capacity utilization through technical modifications, production line optimization, cost reduction in processes, and product diversification, resulting in full-load operation of melting capacity and profitability [1] - For the year 2024, the revenue composition of Guangda Special Materials is as follows: 54.86% from new energy wind power, 19.8% from energy equipment, 9.32% from mechanical equipment, 5.46% from mold manufacturing, and 3.38% from marine petrochemical equipment [1]