前三季度净赚150亿！造船巨头单季盈利创新高

Core Insights - HD Korean Shipbuilding & Marine achieved significant financial growth in Q3 2025, with operating revenue of 75,815 billion KRW (approximately 53.4 billion USD), a year-on-year increase of 21.4% [2] - The company reported an operating profit of 10,538 billion KRW (approximately 7.42 billion USD), marking a remarkable year-on-year growth of 164.5% [2] - Net profit reached 767 billion KRW (approximately 54 million USD), reflecting a staggering year-on-year increase of 397% [2] - This quarter marked the first time the company's operating profit exceeded 1 trillion KRW [2] Financial Performance - For the first three quarters of the year, HD Korean Shipbuilding & Marine recorded cumulative operating revenue of 217,826 billion KRW (approximately 153.97 billion USD) and cumulative operating profit of 28,666 billion KRW (approximately 20.9 billion USD) [2] - In Q1 2025, the company achieved operating revenue of 67,717 billion KRW (approximately 47.13 billion USD), a year-on-year increase of 22.8%, with an operating profit of 8,592 billion KRW (approximately 5.98 billion USD), up 436.3% [3] - In Q2 2025, operating revenue was 74,284 billion KRW (approximately 53.44 billion USD), a year-on-year increase of 12.3%, and operating profit was 9,536 billion KRW (approximately 6.86 billion USD), up 153.3% [3] Business Segments - The shipbuilding segment saw balanced growth across all areas, with operating revenue of 61,985 billion KRW (approximately 43.65 billion USD) and operating profit of 8,658 billion KRW (approximately 6.1 billion USD), reflecting year-on-year increases of 16.5% and 128.9% respectively [5] - The engine machinery segment benefited from increased demand for dual-fuel engines due to stricter global environmental regulations, achieving operating revenue of 8,236 billion KRW (approximately 5.8 billion USD), a year-on-year increase of 31% [6] - The offshore equipment segment experienced revenue growth but reported a loss due to one-time expenses, with operating revenue of 2,804 billion KRW (approximately 1.97 billion USD) [6] Future Outlook - The company anticipates continued revenue growth driven by the construction of high-value ships and environmental compliance [6] - There is optimism regarding the LNG shipbuilding market, with expectations of over 100 new orders next year following recent approvals for LNG ship projects in the U.S. [6] - HD Korean Shipbuilding & Marine is also focusing on expanding its global submarine export business, having signed a letter of intent with the Peruvian Navy for joint development and construction [6] Parent Company Performance - HD Modern Group, the parent company, reported Q3 2025 operating revenue of 182,243 billion KRW (approximately 128 billion USD), a year-on-year increase of 9.8%, and operating profit of 17,024 billion KRW (approximately 12 billion USD), up 294.5% [7] - The group attributed its strong performance to robust growth in shipbuilding and power equipment sectors, along with a turnaround in the refining segment [7]