前三季度归母净利润4.64亿元 金杯电工海上风电业务加速开拓

Group 1 - The core viewpoint of the news is that Jinbei Electric has shown strong performance in its offshore wind power business, which is expected to benefit from favorable government policies [1][2]. - In the first three quarters of 2025, Jinbei Electric achieved operating revenue of 14.769 billion yuan, a year-on-year increase of 15.92%, and a net profit attributable to the parent company of 464 million yuan, up 8.73% year-on-year [1]. - The recent tax policy adjustment, effective from November 1, 2025, provides a 50% VAT refund for electricity products generated from offshore wind power, which is anticipated to positively impact the offshore wind industry [1][2]. Group 2 - Jinbei Electric's offshore wind power products include specialized transformers and generators, with a significant increase in shipment volume of 87% year-on-year for these products [2]. - The company has developed offshore wind power cables that meet specific environmental conditions, enhancing their resistance to corrosion, salt fog, and mold, ensuring long-term stability in deep-sea environments [2]. - The offshore wind power industry in China is experiencing stable growth, with a cumulative installed capacity of 43.31 million kilowatts as of 2024, maintaining its position as the global leader for four consecutive years [3].