为满足客户一站式、多样化需求，大金重工产品和服务已由风电海工基础装备研发与制造逐步延伸到远 洋特种运输、船舶设计与建造、风电母港运营等领域，并积极布局新能源开发与运营业务，逐步从产品 供应商向系统服务商转型。2025年上半年，大金重工交付海外的海风基础装备产品全部采用DAP(目的 地交货)模式。 全球风能理事会(GWEC)预计，2025-2034年欧洲海风新增装机达到126GW，对应年均新增海风装机量 12.6GW，是过去5年(2020-2024年)年均装机的4倍以上，且呈现加速上升趋势。此外，海上风电的开发 趋势将逐渐从近海走向深海，漂浮式海上风电项目预计将在2030年进入商业化阶段。依托在全球主流海 上风电市场项目交付经验的领先优势，大金重工未来营收规模和盈利水平有望持续提升。 中证报中证网讯(王珞)大金重工（002487）9月29日晚公告称，公司已向香港联交所递交首次公开发行H 股股票并在主板上市申请。此举标志着大金重工正式启动"A+H"双资本平台建设工作，有望成为港股市 场"海风装备全产业链第一股"。 大金重工于2010年在深交所上市，是一家全球领先的海上风电核心装备供应商，深耕新能源行业近二十 年， ...

9月29日，大金重工(002487)正式向香港联合交易所有限公司递交了A1上市申请文件，拟于主板上市。 此举标志着公司正式启动"A+H"双资本平台建设，为公司"从产品制造商向系统解决方案服务商转型"迈 出关键一步。 目前，海上风电已成为全球能源转型的核心赛道，大金重工此次上市将实现"企业+行业"的双赢格局， 此举将进一步巩固其在全球海上风电装备领域的领先地位，为加速行业深远海能源开发进程注入强劲动 能。（燕云） 2025年上半年，大金重工业绩保持高速增长，实现营业收入28.41亿元，同比增长109.48%；归母净利润 5.47亿元，同比增长214.32%；扣非净利润5.63亿元，同比增长250.48%。业绩高增背后源于大金重工对 海外海上风电市场的前瞻布局，公司上市伊始于业内率先提出"两海战略"，此后十余年间保持极强战略 定力和执行力。随着近年来欧洲海上风电建设提速，大金重工出口海工风电装备业务规模实现快速提 升，市场占有率业内领先。2025年上半年，海外收入同比增长196%至22.43亿元，占同期总营收的比例 攀升至80%；凭借"亚太地区唯一能向欧洲市场批量交付产品"的核心实力，目前累计在手订单总金额已 超 ...

当前，江苏正按照省委最新部署要求，进一步扬优势、补短板、强弱项，主要是先把"十四五"规划的目 标完成好，同时谋划好"十五五"发展思路：一是向"新"发展。加快科技创新产业（300832）创新深度融 合，提升海洋特色产业硬实力，夯实临港优势产业基本盘，锻造产业迭代升级"新引擎"，这是高质量发 展的重中之重。 二是向"绿"发展。沿海最大的特色是绿色，强化生态环境问题全链条整治，进一步挖掘绿电资源优势， 加快打造一批零碳园区和绿色工厂，探索碳捕集利用和封存，推进新的绿色技术在沿海的深度应用，这 是我们新的产业发展路径。 9 月29日，扬子晚报/紫牛新闻记者从江苏省政府新闻办召开的"坚决扛好经济大省挑大梁责任"系列主题 新闻发布活动第三场——"在落实国家重大发展战略上走在前"主题新闻发布会上了解到，近期，全省召 开了沿海地区高质量发展座谈会，这是继去年沿海高质量发展工作会议的又一次重要会议，可见江苏对 沿海地区发展高度重视。近年来沿海地区发展取得哪些成效，下一阶段有什么重点计划和打算？一起来 看看。 江苏省发改委介绍，"十四五"以来，沿海地区的发展大家有目共睹，特别是连续5年迈过5个千亿级台 阶，今年上半年沿海地区增长 ...

扬子晚报网9月27日讯（记者 徐兢）我9月27日，记者从江苏省工信厅获悉，在前不久工信部公示的2025年度（第四批）中小企业特色产业集群名单中， 又有来自江苏的6个产业集群成功入选。 中小企业联系千家万户，是推动创新、促进就业、改善民生的重要力量。定位于县域的中小企业产业集群是区域经济的重要组成部分，对促进中小企业高 质量发展至关重要。 南京市溧水区数控机床功能部件、常州市武进区工业协作机器人、苏州市吴江区仿真纤维材料、如东县海上风电装备、盐城市亭湖区烟气处理环保装备、 泰兴市低碳烯烃延伸功能性材料等7个产业集群成功入选。 中小企业特色产业集群是指定位在县级区划范围内，以新发展理念为引领，以中小企业为主体，主导产业聚焦、优势特色突出、资源要素汇聚、协作网络 高效、治理服务完善，具有较强核心竞争力的中小企业产业集群。 | 26 | 江苏省南京市溧水区数控机床功能部件产业集群 | | --- | --- | | 27 | 江苏省常州市武进区工业协作机器人产业集群 | | 28 | 江苏省苏州市吴江区仿真纤维材料产业集群 | | 29 | 江苏省如东县海上风电装备产业集群 | | 30 | 江苏省盐城市亭湖区烟气处 ...

Core Viewpoint - Daikin Heavy Industries, a leading global offshore wind power equipment manufacturer, has secured significant overseas contracts, indicating strong growth potential and operational stability for the company [1][3][7]. Group 1: Recent Contracts and Orders - Daikin Heavy Industries' subsidiary, Penglai Daikin, signed a contract with an overseas offshore wind developer for a total amount of approximately RMB 12.5 billion, which represents about 33% of the company's audited revenue for 2024 [3][4]. - The company has accumulated over RMB 100 billion in overseas offshore engineering orders, primarily scheduled for delivery in the next two years [2][7]. - In July, Daikin Heavy Industries secured a contract worth approximately RMB 4.3 billion for the supply of offshore wind turbine foundations for a European project [1][5]. Group 2: Financial Performance - For the first half of 2025, Daikin Heavy Industries reported a revenue of RMB 28.41 billion, a year-on-year increase of 109.48%, and a net profit of RMB 5.47 billion, up 214.32% [10][11]. - The company's export offshore engineering business saw a shipment volume that doubled year-on-year, with export revenue accounting for nearly 80% of total revenue, reflecting a significant growth of nearly 200% [11]. - As of June 30, 2025, the company had a cash balance of RMB 3.341 billion and total liabilities of RMB 1.323 billion, indicating a strong financial position [11]. Group 3: Market Response and Stock Performance - Following the announcement of large orders, Daikin Heavy Industries' stock price increased by 2.02% to RMB 41.41 per share, with a total increase of approximately 108.47% since April 7, 2025 [8][9]. - Fund holdings in Daikin Heavy Industries increased by approximately 51.98 million shares from March to June 2025, indicating growing investor confidence [9].

Group 1 - The policy promotion conference for private enterprises to participate in the construction of Hainan Free Trade Port attracted over 140 representatives from 100 private enterprises nationwide [4][5] - The conference emphasized the close relationship between Guangdong and Hainan, highlighting the mutual benefits and opportunities for investment in Hainan as it prepares for its full closure operation on December 18 [4][6] - A total of 42 projects were signed during the event, covering sectors such as clean energy, modern agriculture, logistics, digital economy, and high-end commercial finance, with many projects linked to Guangdong enterprises [5][6] Group 2 - Mingyang Group, a leading offshore wind power equipment manufacturer, announced plans to establish a world-class marine energy research institute in Hainan and develop high-end equipment manufacturing and commercial aerospace industries [5][6] - The introduction of the "Several Provisions on Promoting the Development of the Private Economy in Hainan Free Trade Port" has optimized the policy environment, encouraging more Guangdong enterprises to view Hainan as a strategic hub for Southeast Asia and global outreach [6][7] - The cooperation between Guangdong and Hainan is evolving from traditional sectors like tourism and real estate to high-value areas such as technology, energy, and high-end manufacturing [6][7]

Group 1 - The company expects to achieve a net profit of 510 million to 570 million yuan for the first half of 2025, representing a year-on-year increase of 193.32% to 227.83% [1] - The growth in performance is primarily attributed to the deepening of the global strategic layout, with significant breakthroughs in overseas business, becoming the core driver of overall performance growth [1] - The company has shifted its export pile foundation product delivery model to a higher value-added DAP model, significantly enhancing overall profitability [1] Group 2 - The company has successfully entered the European offshore wind market since 2019, becoming the only supplier in the Asia-Pacific region to deliver offshore engineering products to the European market [2] - In 2024, the company fully entered the European offshore wind market, achieving certification as a qualified supplier for most major European owners and forming substantial business cooperation with the top five owners in the market [2] - The company is actively participating in bidding for offshore wind projects in emerging Asian markets such as Japan and South Korea, establishing close relationships with major owners in Japan's offshore wind projects [2] Group 3 - The company's wholly-owned subsidiary signed a contract to supply 10 ultra-large monopile products for an offshore wind project in the Baltic Sea, with delivery scheduled for 2025 [3] - This project marks the company's first delivery of ultra-large monopiles in the Baltic region, utilizing the DAP delivery model [3] - The company has achieved normalization of global DAP delivery for major offshore engineering components, providing customized, integrated end-to-end solutions [3]

Core Insights - Rongcheng, a coastal city in Shandong, has achieved a balance of beauty and economic strength, with a GDP exceeding 100 billion yuan and a focus on marine economy [3][5][20] - The city has been recognized for its ecological environment, ranking first in air quality in Shandong and being awarded the title of "2024 Most Livable City" [3][20] Economic Development - The marine economy contributes approximately 45% to Rongcheng's GDP, with the city being a leader in aquatic product output for over 40 years [5][11] - In 2024, over 310 industrial enterprises are expected to generate an industrial output value of 74 billion yuan, with a projected growth of over 10% in industrial added value [3][5] - Despite external trade pressures, Rongcheng's export value increased by 9.8% year-on-year in the first 11 months of 2024 [3][11] Marine Industry - Rongcheng has established itself as a national base for deep-sea fishing and has developed capabilities in polar fishing [5][11] - The shipbuilding industry in Rongcheng has seen significant growth, with output exceeding 7.8 billion yuan and profits increasing by over 170% year-on-year in 2024 [5][20] Tourism and Cultural Development - The city has leveraged its marine resources to boost tourism, attracting over 5 million visitors in 2024, including around 50,000 from South Korea [8][11] - Rongcheng's unique attractions, such as its fishing ports and natural beauty, have contributed to its recognition as a top tourist destination [8][11] Entrepreneurial Environment - Rongcheng has a vibrant private economy, with many innovative entrepreneurs contributing to its growth, particularly in the RV manufacturing sector [13][15] - The city has been recognized for its supportive policies towards entrepreneurs, fostering a conducive environment for business development [19][20] Government Initiatives - The local government actively promotes a culture that respects and supports entrepreneurs, enhancing their sense of well-being [19][20] - Initiatives like the "Return to Hometown" plan aim to create a better development environment for local and returning entrepreneurs [19][20] Environmental Sustainability - Rongcheng is committed to ecological preservation and aims to become a "zero-carbon city," focusing on energy efficiency and renewable energy sources [20][23] - The city has made significant strides in reducing energy consumption, with a reported 8.4% decrease in energy intensity per unit of GDP in the first half of 2024 [23][24]

Core Viewpoint - Dongying City is making significant progress in energy conservation and carbon reduction, focusing on key sectors, industries, and enterprises, guided by the "dual carbon" initiative [1][2] Group 1: Key Actions and Initiatives - Dongying has implemented the "Top Ten Actions for Carbon Peak" and is the first in the province to issue the "Dongying City Zero Carbon Industrial Park Planning and Construction Scheme (Trial)" [1] - The city has announced the first batch of municipal zero-carbon parks, including the Dongying Ningde Times lithium battery industry zero-carbon park and the Dongying offshore wind power equipment industry zero-carbon park [1] - Dongying aims to create a comprehensive zero-carbon demonstration city and a model for the new energy transformation of heavy chemical industries [1] Group 2: Strategic Collaborations and Planning - The city is deepening strategic cooperation with Ningde Times and expanding applications in zero-carbon oil areas, zero-carbon chemicals, and zero-carbon towns [1] - High-level planning for the "Dongying City Zero Carbon Urban Development Plan" is underway, with a focus on establishing a CCUS (Carbon Capture, Utilization, and Storage) full industry chain demonstration base [1] Group 3: Implementation and Monitoring - Dongying is enhancing energy conservation inspections to cover all key energy-consuming units in the city [1] - The city is implementing tailored energy efficiency diagnostics for key enterprises and planning a series of energy-saving and carbon reduction projects [1] Group 4: Public Awareness and Education - The city is actively promoting energy conservation and carbon reduction awareness through regular training and public campaigns, including Energy Conservation Week and Low Carbon Day [2]

Group 1 - The report highlights the optimistic growth in the global power equipment market, projected to exceed $700 billion by 2025, with significant investments in the power grid expected to surpass $450 billion [3][23] - The company is positioned as a leader in the high-end diesel generator market, benefiting from strategic partnerships and a robust supply chain, which enhances its pricing power [3][24] - Revenue forecasts for the company indicate substantial growth, with expected revenues of 2.76 billion, 3.76 billion, and 4.75 billion yuan for 2025, 2026, and 2027 respectively, reflecting year-on-year increases of 689%, 36%, and 26% [3][24] Group 2 - The offshore wind power sector is anticipated to experience a new wave of growth, with domestic installations expected to reach 12 GW in 2025, a 200% increase year-on-year [4][6] - The company is expanding its production capacity and focusing on the deep-sea wind market, with significant investments in export terminals to meet growing international demand [4][6] - Profit forecasts for the company suggest net profits of 8.6 billion, 11.0 billion, and 13.1 billion yuan for 2025, 2026, and 2027, with corresponding price-to-earnings ratios of 15.8, 12.3, and 10.3 [4][6] Group 3 - The nuclear power sector is witnessing accelerated investment, with completed investments reaching 36.26 billion yuan in the first four months of 2025, a 36.64% year-on-year increase [12][27] - The company is well-positioned to capitalize on the modular construction market for nuclear power, with a projected market size of approximately 864 billion yuan from 2025 to 2030 [12][28] - Expected net profits for the company are projected to be 2.3 billion, 2.5 billion, and 2.9 billion yuan for 2025, 2026, and 2027, with price-to-earnings ratios of 20, 19, and 16 [12][30] Group 4 - The magnesium alloy market is experiencing rapid growth, with the company focusing on expanding its production capacity to meet increasing demand in various sectors, including aerospace and automotive [7][31] - Revenue for the company is expected to reach 4.09 billion yuan in 2024, reflecting a 16.01% year-on-year increase, with continued growth anticipated in subsequent years [7][31] - The company is actively integrating into the lightweight strategy of leading automotive manufacturers, enhancing its market position [7][31]