DHI(SZ:002487) Chang Jiang Shang Bao·2025-11-24 00:32Core Viewpoint - Daikin Heavy Industries has secured a significant overseas wind power contract worth approximately 1.339 billion yuan, marking a strategic expansion into the renewable energy sector while achieving impressive financial performance in recent quarters [1][2]. Group 1: Overseas Orders - Daikin Heavy Industries' subsidiary, Penglai Daikin, signed an exclusive supply contract for an offshore wind farm project in Europe, valued at about 1.339 billion yuan, which represents 35.41% of the company's audited revenue for 2024 [2]. - The company has accumulated nearly 3 billion yuan in overseas orders since the beginning of the year, with total overseas offshore engineering orders exceeding 10 billion yuan [2]. - Daikin Heavy Industries has become the leading supplier of offshore wind power foundation equipment in Europe, with a market share increase from 18.5% in 2024 to 29.1% in 2025 [3]. Group 2: New Energy Development - The company is transitioning from a single equipment supplier to an integrated service provider, focusing on both equipment manufacturing and project operation in the renewable energy sector [4]. - Daikin Heavy Industries is investing in a 950,000 kW onshore wind power project in Tangshan, with a total investment not exceeding 4.38 billion yuan, which includes multiple sub-projects [4][5]. - The company has achieved significant milestones in its new energy projects, including a 250 MW wind power project that generated over 666 million kWh and contributed more than 200 million yuan in revenue [4]. Group 3: Financial Performance - For the first three quarters of 2025, Daikin Heavy Industries reported a revenue of 4.595 billion yuan, a year-on-year increase of 99.25%, and a net profit of 888 million yuan, reflecting a substantial growth of 214.63% [1][5].