Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has recently secured a significant contract worth approximately $406 million, enhancing its competitive strength in the market [4][5] - The company's revenue for Q1 2025 reached 407 million yuan, representing a year-on-year growth of 54.02%, while the net profit attributable to the parent company was 39 million yuan, up 27.30% year-on-year [4] - The company is advancing its "internationalization" and "intelligentization" strategies, which are expected to strengthen its influence in the international conveyor machinery sector and expand its overseas market presence [5] Summary by Sections Recent Performance - The company's stock performance over the last year shows a 32.7% increase, outperforming the Shanghai and Shenzhen 300 index, which increased by only 4.6% [3] - As of April 30, 2025, the company's current stock price is 29.39 yuan, with a market capitalization of approximately 4.93 billion yuan [3] Financial Forecast - Revenue projections for the company are as follows: 2.44 billion yuan in 2025, 3.27 billion yuan in 2026, and 4.26 billion yuan in 2027, with corresponding net profits of 251 million yuan, 387 million yuan, and 567 million yuan respectively [7][8] - The expected growth rates for revenue are 59% in 2025, 34% in 2026, and 30% in 2027, while net profit growth rates are projected at 59%, 54%, and 46% for the same years [7][8] Strategic Developments - The recent contract with Silver Valley International SA is expected to contribute significantly to the company's revenue, accounting for approximately 190.53% of the audited revenue for 2024 [5] - The contract has a duration of 442 days, with payments made to the contractor based on progress as per the contract terms [5]

【导读】运机集团（001288）签署29.26亿元海外工程总承包合同，占公司上年营收的190.53% 4月27日晚，运机集团（股票代码：001288）发布公告称，公司与SILVER VALLEY INTERNATIONAL SA（中文名称：几内亚银 谷国际有限公司）签订《几内亚银谷国际有限公司铝土矿项目128公里长距离越野转弯带式输送系统工程总承包（EPC）合 同》，合同暂定含税总价为4.06亿美元（按2025年4月25日中国人民银行汇率中间价折算约合人民币29.26亿元），约占公司2024 年度经审计营业收入的190.53%。 公告显示，上述合同已正式签订并生效，合同价款采用固定总价模式。承包范围包括工程现场踏勘、测量、设计、设备及材料 采购、建筑工程施工（包括但不限于桩基工程及地基处理）及机电设备的安装、软件编程及调试、试车、试生产、交付使用等 全过程的工作。合同工期为442天。 上述合同是运机集团近年来重要的海外订单之一。该合同暂定含税总价为29.26亿元，约占公司2024年度经审计营业收入的 190.53%。 合同金额占上年营收的190.53% 财报显示，运机集团2024年营业收入为15.36亿元，较 ...

运机集团：签署约29.26亿元几内亚铝土矿项目工程总承包合同 约占公司2024年度经审计营业收入的 190.53% 智通财经4月27日电，运机集团(001288.SZ)公告称，公司与几内亚银谷国际有限公司签订《几内亚银谷 国际有限公司铝土矿项目128公里长距离越野转弯带式输送系统工程总承包(EPC)合同》，合同暂定含税 总价为4.06亿美元（约合人民币29.26亿元），约占公司2024年度经审计营业收入的190.53%。 ...

运机集团（001288）公告，公司于2025年4月25日与SILVER VALLEY INTERNATIONAL SA签订了《几 内亚银谷国际有限公司铝土矿项目128公里长距离越野转弯带式输送系统工程总承包(EPC)合同》，合同 暂定含税总价为4.06亿美元，约合人民币29.26亿元，约占公司2024年度经审计营业收入的190.53%。合 同履行对公司未来财务状况、经营成果预计将产生较为明显的积极影响。 ...