招股书显示，大金重工是一家海上风电核心装备供应商，公司于2010年在深圳证券交易所上市，是A股 首家风电塔桩上市公司。公司的客户主要包括全球领先海上风电开发商及风电整机制造商。公司海外收 入占总收入的比例，从2022年的16.4%提升至2025年上半年的79.0%。 战略布局全球深远海风电市场 据招股书介绍，大金重工为全球大型海上风电开发商提供风电基础装备"建造+运输+交付"一站式解决 方案。公司战略布局全球深远海风电市场，核心业务涵盖海上风电基础装备研发与制造、远洋特种运 输、船舶设计与建造、新能源开发与运营和风电母港运营等领域。 公司的客户主要包括全球多个地区（尤其是欧洲）的头部海上风电开发商及风电整机制造商，其中多数 客户保持严格的供应商资格标准。2022年、2023年、2024年及2025年上半年，公司前五大客户产生的收 入分别约为27.48亿元、22.85亿元、21亿元及21.69亿元，分别约占公司总收入的53.8%、52.8%、55.6% 及76.4%。 公司的供应商主要包括原材料供应商（主要为钢板、法兰、油漆及内附件）及运输服务供应商。2022 年、2023年、2024年及2025年上半年，公司 ...

Core Insights - Major construction projects are progressing steadily during the National Day and Mid-Autumn Festival holidays, showcasing the commitment of thousands of builders to national development [1][2] Energy Sector - The world's first 16-megawatt floating offshore wind power system, "Three Gorges Pioneer," has completed integrated assembly in Beihai, Guangxi, and is expected to generate 44.65 million kilowatt-hours of clean electricity annually, sufficient to power 24,000 three-person households for a year [1] - The "Double Tower One Machine" solar thermal energy storage power station in Gansu's Guazhou County has completed final adjustments, utilizing nearly 27,000 heliostats to efficiently collect solar energy, contributing 1.8 billion kilowatt-hours of clean energy to the grid each year [1] Infrastructure Development - In Jinan, Shandong, construction of eight rail transit lines is advancing with over 26,000 builders on site to ensure timely completion for public benefit [1] - The Tianshan Victory Tunnel in Xinjiang is undergoing intensive construction on its entrance and underground passages, while other sections of the Uwei Expressway are focused on pavement and bridge work to meet year-end operational readiness [1]

10月1日，由三峡集团牵头建设的全球首台16兆瓦漂浮式海上风电成套系统示范应用工程项目——"三峡 领航号"，在广西壮族自治区北海市铁山港区完成一体化组装。这是全球已安装单机容量最大的漂浮式 海上风电系统装备，标志着我国海上风电装备制造业向深远海挺进再迈一步。 "三峡领航号"依托三峡阳江青洲项目开展设计建设。其核心设备——16兆瓦超大容量风力发电机组，叶 轮直径252米，扫风面积约5万平方米，相当于7个标准足球场的面积，建成后年发电量约4465万千瓦 时。 据了解，"三峡领航号"是国内首个入级中国船级社（CCS）的漂浮式风电设施。 该项目中，研发团队形成系泊聚酯纤维缆、风机齿电系统、动态压载控制系统等研发成果，实现关键零 部件100%国产化，让"三峡领航号"具备绿色、韧性和智慧三大特点，以适应深远海严苛环境。 ...

广东有着全国最长的海岸线，海上风力资源丰富 向海洋要能源，广东走在前列 2024年，阳江漂浮式示范项目 投运全球单机容量最大的双机头机组 青洲六项目率先实现单体百万千瓦并网 刷新"广东纪录" 截至2025年8月底 广东新能源累计并网容量突破8100万千瓦 海上风电约1250万千瓦，装机容量居全国第一 "十四五"以来，广东海上风电连续4年 年度新增并网容量超过100万千瓦 策划｜蒋铮 文案｜赵鹏 刘泳希 海报｜黎杰文 图片由AI生成 中国要发展，就要源源不断的电力供应 作为名副其实的"电力强国" 中国2024年发电量超10万亿千瓦时，占全球1/3 全年发电量超过美国、欧盟、印度之和 "十四五"期间 中国预计新增用电量超过欧盟年度用电量 中国发电不仅多，而且"绿" 中国已构建起全球最大、发展最快的可再生能源体系 可再生能源发电装机占比由40%提升至60%左右 全社会用电量中，每3度电就有1度绿电 t T arm 11 Hami 25 阳江漂浮式海上风电玩 Ya Hubo ■ ■ FLIL ELL al ■ | 200 ...

（原标题：35分钟往返飞行91公里 我国海上风电平台低空货运取得新突破） 传统海上风电平台运维依赖船舶运输，难以满足海上风电运维对时效性的要求。此次试飞航空器采用纯 电驱动，可全天候运行，无需扩建码头即可"点对点"直达升压站平台。这条航线成功测试飞行，不仅意 味着风机维修的提速，更昭示着未来海岛生活的新可能。 苍南县低空经济专班分管负责人李川表示，目前我们正推进风电运输、海岛物流这些场景的落地，接下 来还会进一步拓展海岛快递、海运巡检、生鲜运输这些民生类场景的运用。 经济观察网 据央视新闻报道，近日，我国首条吨级电动垂直起降航空器海上货运航线在浙江苍南正式 开通，这标志着我国海上能源运输与低空经济场景应用取得突破。 在浙江苍南168黄金海岸，一架无人驾驶航空器迎着海风腾空而起，以180公里左右的时速飞往26海里外 的"华能苍南4号"升压站平台上空，往返飞行91公里，用时35分钟。这标志着吨级电动垂直起降航空器 完成海上风电平台低空货运测试飞行。 ...

10月1日，全社会跨区域人员流动量预计超3.3亿人次 多家车企发布9月销售数据，蔚来公司、小鹏汽车、零跑汽车等交付量创新高 财经新闻 重要新闻提示 2025年国庆节首日票房突破3亿元 1. 据人民日报消息，中秋国庆假期第1日，预计全社会跨区域人员流动量33679万人次，环比增长 43.1%，同比（2024年国庆假期第1日）增长1.7%。 2. 据网络平台数据，截至10月1日20时07分，2025年国庆节首日票房突破3亿元，《志愿军：浴血和平》 《刺杀小说家2》《731》分列票房榜前三位。此外，截至10月1日20时11分，2025年国庆档总票房（含 预售）突破4亿元。 3. 国家医保局最新数据显示，2025年1月至8月，我国基本医疗保险（含生育保险）统筹基金总收入 18809.94亿元，基本医疗保险（含生育保险）统筹基金总支出15432.20亿元，基本医疗保险基金整体运 行平稳。在基本医疗保险（含生育保险）统筹基金收入方面，职工基本医疗保险（含生育保险）统筹基 金收入11954.62亿元，城乡居民基本医疗保险统筹基金收入6855.32亿元。2025年1月至8月，职工基本医 疗保险（含生育保险）统筹基金支出881 ...

（编辑 王雪儿） 证券日报网讯 润邦股份9月30日在互动平台回答投资者提问时表示，公司为市场提供海上风电基础桩、 导管架等海上风电产品，同时公司提供海洋工程起重机、海上风电安装作业平台、大型浮吊船等各类海 上风电装备产品服务于海上风电产业链上下游。 ...

截至2025年6月30日，大金重工是亚太地区唯一实现向欧洲批量交付单桩的供应商。公司业务已从海上 风电基础装备研发制造延伸至远洋特种运输、船舶设计与建造、风电母港运营等领域，并布局新能源开 发与运营。 大金重工（002487）向香港交易所主板提交上市申请，华泰国际和招商证券国际为其联席保荐人。 根据弗若斯特沙利文报告，按2025年上半年单桩销售金额计算，大金重工是欧洲市场排名第一的海上风 电基础装备供应商，市场份额大幅提升。 公司成立于2000年，2010年在深交所上市，是中国A股首家风电塔桩上市公司。大金重工致力于为全球 大型海上风电开发商提供"建造+运输+交付"一站式解决方案。 2022年至2025年上半年，海外收入占总收入比例从16.4%提升至79.0%，显示"新两海战略"的成功实 施。 欧洲海上风电市场的高壁垒和高附加值是驱动公司盈利能力提升的主要因素，公司已构建全球战略营销 体系。 ...

Core Viewpoint - 大金重工 is a leading supplier of offshore wind power core equipment, focusing on providing comprehensive solutions in the renewable energy sector, with significant growth in overseas markets, particularly in Europe [1] Company Overview - Founded in 2000 and listed on the Shenzhen Stock Exchange in 2010, 大金重工 is the first company in China's A-share market to list wind power tower foundations [1] - As of September 29, the total market capitalization of 大金重工 is 30.153 billion RMB [1] - The company has been deeply involved in the renewable energy industry for nearly two decades, offering a one-stop solution for construction, transportation, and delivery of wind power infrastructure [1] Market Position - According to Frost & Sullivan, by June 30, 2025, 大金重工 will be the only supplier in the Asia-Pacific region capable of delivering single piles in bulk to Europe [1] - The company has expanded its product and service offerings from offshore wind power equipment to include specialized ocean transportation, ship design and construction, and wind power port operations [1] Strategic Developments - In 2023, the company upgraded its "Two Seas Strategy" to a "New Two Seas Strategy" to better meet diverse customer needs [1] - From 2022 to the first half of 2025, the company's overseas business has seen rapid growth, with overseas revenue accounting for a significant portion of total revenue [1] Financial Performance - For the six months ending June 30, 2025, the company achieved operating revenue of 2.841 billion RMB, a year-on-year increase of 109.5%, and a net profit of 546.515 million RMB, up 214.3% [1] - The gross profit margin has improved, with gross profit reaching 800.339 million RMB, representing 28.2% of total revenue for the same period [1] - The company has established a strong international brand reputation in the European offshore wind market, which is a key driver of its profitability [1]

Core Viewpoint - Daikin Heavy Industries has submitted a listing application to the Hong Kong Stock Exchange, aiming to leverage its leading position in the offshore wind power equipment market, particularly in Europe, where its market share is projected to grow significantly by 2025 [1][3]. Company Overview - Founded in 2000 and listed on the Shenzhen Stock Exchange in 2010, Daikin Heavy Industries has a total market capitalization of 30.153 billion RMB as of September 29, 2023, making it the first wind power tower company listed in China's A-shares [3]. - The company is recognized as a global leader in offshore wind power core equipment, providing a one-stop solution for construction, transportation, and delivery of wind power infrastructure [3]. Market Position and Strategy - According to Frost & Sullivan, Daikin Heavy Industries is the top supplier of offshore wind power foundation equipment in Europe, with its market share expected to rise from 18.5% in 2024 to 29.1% in the first half of 2025 [1]. - The company has transitioned from a product supplier to a system service provider, expanding its offerings to include specialized transportation, ship design and construction, and wind power port operations [3]. - Daikin Heavy Industries has upgraded its "Two Seas Strategy" to a "New Two Seas Strategy," resulting in a significant increase in overseas revenue from 16.4% in 2022 to 79.0% in the first half of 2025 [3]. Financial Performance - For the six months ending June 30, 2025, Daikin Heavy Industries reported a revenue of 2.841 billion RMB, a year-on-year increase of 109.5%, and a net profit of 546.5 million RMB, up 214.3% [6]. - The company achieved its best historical performance in the second quarter of 2025, benefiting from the growth of high-quality overseas project deliveries and maintaining a robust cash flow [6]. Market Dynamics - The European offshore wind power market is characterized by high barriers to entry and significant added value, which are key drivers for Daikin Heavy Industries' profitability [4]. - The company has established a global marketing network with permanent offices in Europe and Japan, positioning itself to expand into emerging markets such as Australia and Southeast Asia [4].