研报掘金丨东吴证券：维持大金重工“买入”评级，签署过渡段订单，单价超5万元/吨

Core Viewpoint - Dongwu Securities report highlights that Daikin Heavy Industries has signed a transition segment order with a unit price exceeding 50,000 yuan per ton, marking its shift towards becoming a full-service solution provider [1] Group 1 - The order consists of 25,200 tons of transition segments, with a corresponding unit price of 53,000 yuan per ton, significantly exceeding market expectations [1] - This order includes storage and post-assembly services, indicating the company's transformation from a supplier of basic wind turbine equipment to a provider of comprehensive installation solutions [1] - The company successfully utilized domestically produced SPMT equipment to complete the entire loading process for exporting oversized single piles to Europe, setting two industry records: "first use of domestically produced SPMT equipment for loading" and "first loading executed by the equipment manufacturer's own SPMT team" [1] Group 2 - Given the new transition segment order scheduled for delivery in 2027, the company has revised its profit forecast for 2027 upwards and maintains a "buy" rating [1]