DHI(SZ:002487) Zheng Quan Ri Bao·2025-11-22 04:12Core Viewpoint - The company, Dajin Heavy Industry, is experiencing significant growth in its wind power equipment business and is expanding its renewable energy projects, highlighted by a recent exclusive supply contract worth approximately 1.339 billion yuan for an offshore wind farm project with a European energy company [1][2]. Group 1: Offshore Wind Power Contracts - Dajin Heavy Industry's subsidiary, Penglai Dajin, signed an exclusive supply contract for an offshore wind farm project with a total value of approximately 1.339 billion yuan, which accounts for about 35.41% of the company's audited revenue for 2024 [2][3]. - The company has seen explosive growth in its overseas business, frequently securing large orders, including a recent contract worth approximately 1.25 billion yuan for a large offshore wind project [2]. - The company’s other subsidiary, Panjin Dajin, signed a contract worth approximately 285 million yuan for the construction of a semi-submersible barge with a Norwegian shipowner [2]. Group 2: Financial Performance - Dajin Heavy Industry reported a revenue of 4.595 billion yuan for the first three quarters of the year, representing a year-on-year increase of 99.25%, and a net profit attributable to shareholders of 888 million yuan, a year-on-year increase of 214.63% [2]. Group 3: Onshore Wind Power Projects - The company is also expanding its renewable energy business, with plans to invest in a 950,000 kW onshore wind power project in Tangshan, with a total investment not exceeding 4.38 billion yuan [4]. - The new onshore wind project is expected to significantly enhance the company’s renewable energy generation capacity and optimize its revenue structure, strengthening its market position in North China [4]. Group 4: Strategic Transition - Dajin Heavy Industry's investments in renewable energy projects reflect a strategic shift from being solely an equipment manufacturer to becoming a comprehensive energy service provider that integrates development, construction, and operation [4][5]. - The company aims to achieve industry chain synergy and sustainable development by prioritizing the use of self-produced wind power equipment in its projects, creating a virtuous cycle of "sales promoting production" [5].