9月29日，A股首家风电塔筒上市公司大金重工（002487）（002487.SZ）递交港股招股书，将冲击港股风电塔筒 第一股。 近年来，大金重工的业绩存在一定波动，营收规模呈下降趋势。随着在利润更高的海外市场取得突破，今年上半 年公司净利润已超过2022年至2024年每一年的全年净利润。 制图/贝壳财经记者 朱玥怡 进入2025年，上半年大金重工出口海工业务发运量同比翻倍，海外市场的亮眼表现带动了业绩爆发。上半年公司 实现收入28.41亿元，同比增长109%；净利润5.47亿元，同比增长超过200%。 随着销售规模扩大，大金重工面临的资金与存货管理压力也同步增长。截至今年上半年末，公司存货为23.73亿 元，为近年最高。公司借款在过去两年均保持低于5亿元后，今年上半年迅速增长至超过13亿元。 目前海外市场在大金重工整体营收中的占比已接近79%，公司直言欧洲市场销售的增长是驱动盈利能力提升的主 要因素，并将建设欧洲总装基地规划为募集资金的主要用途之一。 不过随着海外市场拓展，大金重工同样面临资金与存货管理的挑战。更重要的是，目前风电行业的发展依然主要 依赖地方政府出台的政策及法规，如果海外市场政策生变，那么大金 ...

（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。 ...

Core Viewpoint - Haili Wind Power has seen a significant stock price increase of 5.37% on September 29, reaching 97.87 CNY per share, with a total market capitalization of 21.276 billion CNY, indicating a cumulative increase of 6.45% over the past four days [1] Company Overview - Jiangsu Haili Wind Power Equipment Technology Co., Ltd. was established on August 18, 2009, and listed on November 24, 2021. The company specializes in the research, production, and sales of wind power equipment components, agricultural machinery, port machinery, and environmental protection machinery [1] - The main revenue composition of the company includes: 77.04% from foundations, 14.38% from wind power towers, 6.72% from guide frames, and 1.85% from other sources [1] Fund Holdings - According to data, one fund under ICBC Credit Suisse holds Haili Wind Power as a significant position. The ICBC Lingdong Value Mixed A Fund (010744) held 161,900 shares in the second quarter, accounting for 2.13% of the fund's net value, ranking as the eighth largest holding [2] - The fund has generated a floating profit of approximately 807,900 CNY today and 911,500 CNY during the four-day increase [2] - The ICBC Lingdong Value Mixed A Fund was established on December 25, 2020, with a current size of 498 million CNY and a year-to-date return of 20.4%, ranking 4365 out of 8244 in its category [2]

数据显示，华富基金旗下1只基金重仓海力风电。华富新能源股票型发起式A（012445）二季度持有股 数21万股，占基金净值比例为2.82%，位居第八大重仓股。根据测算，今日浮盈赚取约97.23万元。连续 3天上涨期间浮盈赚取84.42万元。 华富新能源股票型发起式A（012445）成立日期2021年6月29日，最新规模2.52亿。今年以来收益 57.92%，同类排名390/4220；近一年收益75.95%，同类排名1008/3824；成立以来收益11.08%。 华富新能源股票型发起式A（012445）基金经理为沈成。 9月26日，海力风电涨5.07%，截至发稿，报95.90元/股，成交2.37亿元，换手率2.04%，总市值208.48亿 元。海力风电股价已经连续3天上涨，区间累计涨幅4.61%。 资料显示，江苏海力风电设备科技股份有限公司位于江苏省如东经济开发区金沙江路北侧、井冈山路东 侧，成立日期2009年8月18日，上市日期2021年11月24日，公司主营业务涉及国家产业政策允许的风力 发电设备的零部件研发、生产、销售;农业机械、港口机械、环保机械生产、销售;钢结构、机电设备安 装;钢材销售。(依法须经批准 ...

9月25日，海力风电涨1.92%，成交额3.97亿元。两融数据显示，当日海力风电获融资买入额3726.58万 元，融资偿还3689.66万元，融资净买入36.92万元。截至9月25日，海力风电融资融券余额合计1.87亿 元。 资料显示，江苏海力风电设备科技股份有限公司位于江苏省如东经济开发区金沙江路北侧、井冈山路东 侧，成立日期2009年8月18日，上市日期2021年11月24日，公司主营业务涉及国家产业政策允许的风力 发电设备的零部件研发、生产、销售;农业机械、港口机械、环保机械生产、销售;钢结构、机电设备安 装;钢材销售。(依法须经批准的项目,经相关部门批准后方可开展经营活动)。主营业务收入构成为：桩 基77.04%，风电塔筒14.38%，导管架6.72%，其他(补充)1.85%。 截至9月10日，海力风电股东户数1.58万，较上期减少1.74%；人均流通股7821股，较上期增加1.77%。 2025年1月-6月，海力风电实现营业收入20.30亿元，同比增长461.08%；归母净利润2.05亿元，同比增长 90.61%。 分红方面，海力风电A股上市后累计派现2.37亿元。近三年，累计派现4130.44万元 ...

Summary of Key Points from Conference Call Records Industry Overview - The wind power industry is expected to see an increase in installed capacity, with projections for 2025 reaching a historical high of 110-120 GW, maintaining a high level of around 100 GW in the following years [1][3] - The competition between wind power and photovoltaic (PV) energy is becoming more pronounced, with wind power showing a competitive edge in recent bidding results [1][4] Core Insights and Arguments - Wind power bidding volume in the first half of 2025 increased by 8.8% year-on-year, with expectations for the total annual bidding volume to exceed last year's figures, reaching historical second-high levels [1][6] - Wind turbine prices in China are over 50% cheaper than in Europe, leading to significantly higher export profitability compared to domestic sales [1][7] - The gross profit margins for wind turbine manufacturers are expected to improve in the second half of 2025 due to increased orders, export growth, and offshore wind power deliveries [1][8] - Goldwind Technology is projected to maintain double-digit growth in shipments, with a record high order volume of 18 GW in the first half of the year [1][7] Additional Important Content - The offshore wind power sector is anticipated to experience a boost in market conditions in the second half of the year due to policy adjustments and increased grid-connected capacity [1][10][11] - The deep-sea projects represent a new direction for domestic offshore wind power, with demonstration projects marking the official start of exclusive economic zone projects, which will drive technological upgrades and market expansion [2][12] - The transition in technology routes for Goldwind Technology from direct drive to semi-direct drive and then to doubly-fed models is expected to significantly enhance performance in the coming years [1][9] - The European market is also undergoing significant policy changes to support energy independence, which may create opportunities for Chinese suppliers in the global supply chain [1][16][18] Conclusion - The wind power industry is poised for growth, driven by favorable bidding results, competitive pricing, and technological advancements. The interplay between domestic and international markets, particularly with Europe, will shape the future landscape of the industry.

证券日报网讯大金重工9月22日在互动平台回答投资者提问时表示，公司主要生产和销售海上风电单 桩、过渡段、导管架、浮式基础以及塔筒等海工装备产品。 （文章来源：证券日报） ...

Core Viewpoint - The company has experienced rapid growth in its overseas business, achieving significant revenue and profit increases in the first half of 2025, primarily driven by the expansion of its offshore wind market presence [1][2]. Financial Performance - In H1 2025, the company reported revenue of 2.84 billion yuan, a year-on-year increase of 109.5%, and a net profit of 550 million yuan, up 214.3% [1]. - The gross margin was 28.2%, a slight decrease of 0.4 percentage points, while the net margin improved to 19.2%, an increase of 6.42 percentage points [1]. - Revenue from wind turbine tower business reached 2.69 billion yuan, a year-on-year increase of 119.5%, accounting for 94.5% of total revenue [2]. Market Dynamics - The overseas market contributed 2.24 billion yuan in revenue, a year-on-year increase of 195.8%, representing 79% of total revenue [2]. - The company is the only supplier in the Asia-Pacific region delivering offshore products to the European market, which is expected to see significant growth in offshore wind installations [2][3]. - The European offshore wind market is projected to add 126 GW from 2025 to 2034, with an annual average of 12.6 GW, significantly higher than the previous five years [2]. Strategic Initiatives - The company has signed new export orders for offshore products totaling 3 billion yuan in H1 2025, with cumulative export orders exceeding 10 billion yuan [3]. - It is expanding its production capacity and establishing offshore bases in regions like Europe and Southeast Asia, aiming for over 3 million tons of global capacity [3]. - The company is transitioning from a product supplier to a system service provider, enhancing its service offerings in the offshore wind sector [3]. Project Developments - As of H1 2025, the company has 500 MW of self-owned and invested renewable energy projects in operation, with an additional 950 MW of onshore wind projects under construction [4]. - The company has initiated a mid-term dividend policy, distributing 0.86 yuan per share, totaling approximately 54.84 million yuan, which is 10.04% of net profit [4].

Group 1 - The core viewpoint of the news is the performance and market position of Jiangsu Haili Wind Power Equipment Technology Co., Ltd., which saw a stock price increase of 5.35% to 87.78 CNY per share, with a total market capitalization of 19.083 billion CNY [1] - The company was established on August 18, 2009, and listed on November 24, 2021, focusing on the research, production, and sales of wind power equipment components, among other machinery [1] - The main revenue composition of the company includes 77.04% from foundations, 14.38% from wind power towers, 6.72% from conductors, and 1.85% from other sources [1] Group 2 - From the perspective of fund holdings, Haili Wind Power is a significant investment for the Xinda Australia Fund, with the Xinda Value Select Mixed A Fund holding 108,000 shares, representing 5% of the fund's net value [2] - The Xinda Value Select Mixed A Fund was established on October 26, 2021, with a current scale of 136 million CNY and has achieved a year-to-date return of 6.37% [2] - The fund manager, Li Xiaoxi, has been in position for 5 years and 215 days, with the fund's total asset scale at 894 million CNY [3]

Company Overview - Jiangsu Haili Wind Power Equipment Technology Co., Ltd. is located in Rudong Economic Development Zone, Jiangsu Province, established on August 18, 2009, and listed on November 24, 2021 [1] - The company's main business includes research, production, and sales of wind power generation equipment components, agricultural machinery, port machinery, environmental protection machinery, and steel structure installation [1] - The revenue composition of the main business is as follows: 77.04% from foundations, 14.38% from wind power towers, 6.72% from guide frames, and 1.85% from other sources [1] Stock Performance - On September 17, Haili Wind Power's stock rose by 5.01%, reaching a price of 84.30 CNY per share, with a trading volume of 246 million CNY and a turnover rate of 2.42%, resulting in a total market capitalization of 18.326 billion CNY [1] Fund Holdings - Xiangcai Fund has one fund heavily invested in Haili Wind Power, specifically the Xiangcai New Energy Quantitative Selection Mixed A (020779), which held 1,300 shares, accounting for 2.54% of the fund's net value, ranking as the sixth-largest holding [2] - The fund has achieved a year-to-date return of 32.21%, ranking 2475 out of 8172 in its category, and a one-year return of 24.38%, ranking 5735 out of 7980 [2] Fund Manager Performance - The fund managers of Xiangcai New Energy Quantitative Selection Mixed A include Che Guanglu, Xu Yida, and Bao Jiamin, with varying tenures and performance records [3] - Che Guanglu has a tenure of 13 years and 204 days, with a best return of 54.67% and a worst return of -40.29% [3] - Xu Yida has a tenure of 5 years and 129 days, with a best return of 63.09% and a worst return of -25.37% [3] - Bao Jiamin has a tenure of 1 year and 198 days, with a best return of 52.79% and a worst return of -0.02% [3]