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“制造+服务”双线并进 大金重工迈向全球价值链高端
Zheng Quan Shi Bao· 2026-01-22 18:06
Core Viewpoint - The company, Dajin Heavy Industry, has successfully transformed into a leading global supplier of offshore wind power core equipment, leveraging opportunities from the global energy revolution during the 14th Five-Year Plan period [1][2] Group 1: Global Strategy and Market Position - Dajin Heavy Industry has delivered over 200 oversized monopiles to core projects in Europe, achieving a market share of 29.1%, making it the number one supplier in Europe [1] - The company is the only supplier in the Asia-Pacific region to achieve bulk exports to Europe, with export revenue accounting for nearly 80% of its total revenue [1] - The company possesses the largest offshore wind power manufacturing base and export port globally, establishing a strong capacity barrier [1] Group 2: Technological Advancements and Projects - The company has developed its first ultra-large deck barge, "KING ONE," which has successfully launched, marking a technological leap from heavy transport vessels to roll-on/roll-off ships, and has secured orders from countries like South Korea and Norway [1] - Dajin Heavy Industry's projects include the Zhangwu 250MW onshore wind power and the Tangshan Shili Hai 250MW fish-solar complementary project, which have cumulatively delivered 1.875 billion kWh of clean electricity [1] - The Tangshan 950MW project has commenced construction, pushing the company's self-owned installed capacity towards 1500MW, successfully creating a commercial loop of "equipment manufacturing + renewable energy operation" [1] Group 3: Capital and Future Plans - In 2022, the company raised 3.059 billion yuan through a private placement to strengthen its production capacity for advanced upgrades and wind farm construction [2] - The company plans to submit an H-share listing application to the Hong Kong Stock Exchange by September 2025, aiming to establish an "A+H" dual capital platform to support its full-chain service system [2] - Looking ahead to the 15th Five-Year Plan, the company will focus on the high-value offshore wind power market, transitioning from a "product supplier" to a "system service provider" [2]