Group 1 - The company, 大金重工, forecasts a net profit attributable to shareholders of 1.05 billion to 1.2 billion yuan for 2025, representing a year-on-year growth of 121.58% to 153.23% [1] - The basic earnings per share are expected to be between 1.65 yuan and 1.88 yuan [1] - The significant increase in performance is primarily due to rapid growth in the number and value of projects delivered in the overseas offshore wind power market, along with higher product construction standards leading to increased added value [1] Group 2 - The company has enhanced its profitability by providing systematic services such as offshore wind equipment construction, transportation, and localized installation, which have further increased project value [1]

（文章来源：每日经济新闻） 每经AI快讯，1月21日，大金重工(002487.SZ)公告称，公司发布2025年度业绩预告，预计归属于上市公 司股东的净利润为10.50亿元~12.00亿元，比上年同期增长121.58% ~ 153.23%。报告期内，公司在海外 海上风电市场交付项目的数量和金额均实现快速增长，更高的产品建造标准带来更高的附加值。另外， 公司通过提供海风装备建造、运输、本地化安装等系统化服务，执行项目价值量进一步提高，共同推动 公司盈利水平同比显著提升。 ...

Core Viewpoint - The company expects a significant increase in net profit for 2025, with projections indicating a growth of 121.58% to 153.23% compared to the previous year, driven by strong performance in the offshore wind power market [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is between 1,050 million yuan and 1,200 million yuan [1] - The net profit after deducting non-recurring gains and losses is also expected to be in the range of 1,050 million yuan to 1,200 million yuan, reflecting a growth of 142.52% to 177.17% year-on-year [1] Market Dynamics - The company has experienced rapid growth in both the number and value of projects delivered in the overseas offshore wind power market during the reporting period [1] - Higher construction standards for products have resulted in increased added value, contributing to the overall profitability of the company [1] Service Offering - The company enhances project value by providing systematic services including offshore wind equipment construction, transportation, and localized installation [1] - These comprehensive service offerings have significantly boosted the company's profit levels compared to the previous year [1]

大金重工公告称，预计2025年度归属于上市公司股东的净利润为10.50亿元-12.00亿元，上年同期为4.74 亿元，同比增长121.58%-153.23%。扣除非经常性损益后的净利润为10.50亿元-12.00亿元，上年同期为 4.33亿元，同比增长142.52%-177.17%。基本每股收益盈利1.65元/股-1.88元/股。业绩变动主要因海外海 上风电市场交付量和金额增长，产品附加值提升，执行项目价值量提高。 ...

Core Viewpoint - The company, Daikin Heavy Industries, forecasts a significant increase in net profit for the year 2025, driven by growth in the offshore wind power market and enhanced service offerings [1] Financial Performance - The expected net profit attributable to shareholders is projected to be between 1.05 billion and 1.20 billion yuan, representing a year-on-year growth of 121.58% to 153.23% [1] - The net profit after deducting non-recurring gains and losses is also anticipated to be between 1.05 billion and 1.20 billion yuan, with a year-on-year growth of 142.52% to 177.17% [1] Market Dynamics - The increase in net profit is attributed to a rapid growth in the number and value of projects delivered in the overseas offshore wind power market [1] - Higher construction standards for products have led to increased added value, contributing to the overall profitability [1] Service Enhancement - The company has improved its project value by providing systematic services, including the construction, transportation, and localized installation of offshore wind equipment [1] - These enhancements in service offerings have collectively driven a significant increase in the company's profit levels year-on-year [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 证券代码：002487 证券简称：大金重工 公告编号：2026-009 大金重工股份有限公司 2025 年度业绩预告 报告期内，公司在海外海上风电市场交付项目的数量和金额均 实现快速增长，更高的产品建造标准带来更高的附加值。另外，公 司通过提供海风装备建造、运输、本地化安装等系统化服务，执行 项目价值量进一步提高，共同推动公司盈利水平同比显著提升。 四、风险提示 本次业绩预告是公司财务部门初步估算的结果，具体财务数据 以公司正式披露的2025年年度报告为准，敬请广大投资者谨慎决策， 注意投资风险。 特此公告！ 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年12月31日 2、业绩预告情况：□扭亏为盈√同向上升□同向下降 | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股 东的净利润 | 盈利：105,000.00万元–120,000.00万元 | 盈利：47,387.49万元 | | | 比上年同期增长：121.58% - 153.23% ...

Core Insights - The wind power equipment sector experienced a slight increase of 0.2% on January 21, with Dajin Heavy Industry leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Dajin Heavy Industry (002487) closed at 60.34, up 5.38% with a trading volume of 230,700 shares [1] - Delijia (603092) closed at 74.31, up 4.12% with a trading volume of 41,000 shares [1] - Xihua Technology (603248) closed at 23.69, up 3.45% with a trading volume of 120,300 shares [1] - Feiwo Technology (301232) closed at 173.00, up 3.38% with a trading volume of 87,100 shares [1] - Other notable performers include: - Zhonghuan Hailu (301040) at 30.13, up 3.36% - Taisheng Wind Power (300129) at 15.51, up 3.12% - Haili Wind Power (301155) at 89.76, up 2.76% [1] Capital Flow - The wind power equipment sector saw a net outflow of 667 million yuan from institutional investors, while retail investors contributed a net inflow of 697 million yuan [2] - The detailed capital flow for selected stocks indicates that Dajin Heavy Industry had a net inflow of 1.11 billion yuan from institutional investors, while retail investors had a net outflow of 54.09 million yuan [3] - Feiwo Technology experienced a net inflow of 67.11 million yuan from institutional investors, but a net outflow of 85.45 million yuan from retail investors [3]

Group 1 - A-shares indices collectively rose, with the Shanghai Composite Index increasing by 0.29% [1] - The CSI 1000 ETF saw a rise of 0.89%, while other major indices like the SSE 50 and CSI 300 also experienced gains [1] - Among the top 50 weighted stocks in the CSI 1000 ETF, notable gainers included Zhongtung High-tech (+10.00%), Yuntian Lifeng (+8.55%), and Jucheng Co. (+8.10%) [1] Group 2 - The electronic sector rose by 2.71%, while other sectors such as power equipment and pharmaceuticals also showed positive performance [1] - Recent government policies aim to reduce financing costs and lower barriers for private enterprises, addressing the challenges of high financing costs and difficulties in obtaining financing [2] - Analysts suggest that the A-share market retains strong upward momentum due to factors like increased household savings entering the market and a new wave of technological industrial revolution [2]

Group 1 - The stock price of Dajin Heavy Industry reached a historical high, increasing by 6.81% to 61.16 yuan, with a trading volume of 9.1642 million shares and a transaction value of 551 million yuan [2] - The latest total market capitalization of the company in A-shares is 39.005 billion yuan, while the circulating market capitalization is 38.587 billion yuan [2] - The company reported a significant increase in revenue and profit for the first three quarters, achieving an operating income of 4.595 billion yuan, a year-on-year growth of 99.25%, and a net profit of 888 million yuan, a year-on-year increase of 214.63% [2] Group 2 - The overall increase in the power equipment industry is 0.48%, with 183 stocks rising and 3 stocks hitting the daily limit, while 205 stocks declined [2] - The latest margin trading balance for Dajin Heavy Industry is 444.5 million yuan, with a financing balance of 444.4 million yuan, showing a decrease of 496 million yuan over the past 10 days, a decline of 52.78% [2]

Market Performance - On January 20, the A-share market saw a collective decline in the three major indices, with the Shanghai Composite Index dropping by 0.35% [1] - The CSI 1000 ETF (159845.SZ) fell by 1.41%, while other broad indices such as the SSE 50 decreased by 0.12%, the CSI 300 by 0.52%, and the CSI 500 by 1.22% [1] ETF and Stock Performance - The CSI 1000 ETF's top 50 weighted stocks included notable gainers such as Ming Tai Aluminum Industry, which rose by 9.99%, and Shiyun Circuit, which increased by 2.27% [2] - Conversely, Cambridge Technology and Chunzhi Technology experienced significant declines of -7.96% and -7.45%, respectively [2] Industry Analysis - Key industries within the CSI 1000 ETF showed declines, with Electronics down by 1.58%, Power Equipment by 2.07%, Pharmaceuticals by 0.83%, Computers by 1.44%, and Machinery by 1.57% [3] - The CSI 1000 ETF experienced a net outflow of funds amounting to 9.032 billion yuan over the last five trading days and 8.315 billion yuan over the last ten days [3] Economic Insights - The State Council emphasized the importance of increasing consumer income as a means to boost domestic demand, focusing on the integration of livelihood improvement and consumption promotion [3] - Zheshang Securities projected that the A-share market will continue to strengthen through 2026, driven by liquidity, with a structural market characterized by low volatility dividends and technology growth [3] ETF Overview - The CSI 1000 ETF closely tracks the CSI 1000 Index, which consists of 1,000 small-cap stocks that are liquid and excluded from the CSI 800 Index, reflecting the price performance of a segment of small-cap companies in the A-share market [4]