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灵药还是豪赌?大金重工冲刺港股,欲借海外市场破解营收连降之困
Xin Jing Bao· 2025-09-30 12:00
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 ...
大金重工:下半年以来,海外业务增长势头良好,当前排产及发运延续高景气度
Group 1 - The core viewpoint of the news is that Dajin Heavy Industry has shown significant growth in revenue and profit due to its focus on overseas markets and strategic investments in offshore wind power projects [1][2]. - Dajin Heavy Industry is the first listed company in China's offshore wind tower industry and is a global leader in offshore wind infrastructure and tower solutions, providing a comprehensive solution for offshore wind equipment [1]. - In the first half of 2025, the company achieved operating revenue of 2.841 billion yuan, a year-on-year increase of 109.48%, and a net profit of 563 million yuan, a year-on-year increase of 250.48%, marking the highest value for the same period in history [1]. Group 2 - The company has a self-owned operational scale of 500 MW in new energy projects, contributing 125 million yuan in revenue in the first half of the year, a year-on-year increase of 5.56% [2]. - The significant increase in net profit is attributed to a substantial rise in overseas shipping volume, with overseas revenue accounting for nearly 80% of total revenue, up 23 percentage points from the same period last year [2]. - The company has accumulated overseas offshore engineering orders totaling over 10 billion yuan, primarily scheduled for delivery over the next two years, covering multiple offshore wind project clusters in the North Sea and the Baltic Sea [2]. Group 3 - Dajin Heavy Industry signed a contract to design and build a heavy-duty wind power deck transport vessel for a South Korean shipping company, with a total contract value of approximately 300 million yuan [3]. - This order represents the company's first market-oriented shipbuilding contract, with a profit margin better than the current industry average [3]. - The company has successfully developed three types of special offshore transport vessels specifically for offshore wind equipment and major offshore components, significantly improving transportation efficiency compared to similar types of semi-submersible and deck barges [3].
大金重工上半年净利5.47亿元,同比增长214.32%
Bei Jing Shang Bao· 2025-08-26 11:28
Group 1 - The core viewpoint of the article highlights that Dajin Heavy Industry (002487) reported a significant increase in both revenue and net profit for the first half of 2025, with net profit reaching approximately 547 million yuan, a year-on-year growth of 214.32% [1] - In the first half of 2025, Dajin Heavy Industry achieved an operating income of approximately 2.841 billion yuan, reflecting a year-on-year increase of 109.48% [1] - Dajin Heavy Industry, established in 2000 and listed in 2010, is recognized as the first publicly listed company in China specializing in wind power tower foundations and is a global leader in offshore wind power infrastructure and tower solutions [1] Group 2 - The company primarily produces and sells offshore wind power monopile foundations, transition pieces, jacket foundations, floating foundations, and tower products, providing a comprehensive "construction + transportation + delivery" solution for offshore wind power equipment [1] - Dajin Heavy Industry's stock price increased by 2.85% on August 26, closing at 33.97 yuan per share, with a total market capitalization of 21.66 billion yuan [1]
新业态要用新公式
Core Viewpoint - The new marine equipment industry is showing vast development prospects, driven by robust network infrastructure, logistics support, industry chain construction, policy coordination, and standard formulation [1][2] Group 1: Network Infrastructure - A solid network foundation is essential for the development of new marine equipment, acting as the "nervous system" [1] - Intelligent monitoring systems for offshore rocket launch platforms require real-time data transmission to ensure launch safety, which relies on stable and efficient networks [1] - The "Gesheng 1" semi-submersible aquaculture platform and "Jiuzhou No. 1" aquaculture vessel have achieved intelligent transformation through network-based real-time monitoring and precise management of aquaculture environments [1] - The domestic large cruise ship "Aida·Modu" utilizes 5G+AR remote inspection technology for digital management of 25 million components, significantly shortening the construction cycle, supported by a strong network foundation [1] Group 2: Logistics Foundation - A strong logistics foundation facilitates the transportation and application of new marine equipment, paving the way for development [1] - In 2023, China's shipbuilding industry achieved over 50% international market share across three major indicators, with export value increasing by 35.4%, indicating robust shipping capabilities [1] - Projects like the 1.5 million kW offshore wind power in Shandong Peninsula and the "wind-solar co-location" project in Shanghai rely on effective logistics support for equipment transportation [1] Group 3: Industry Chain Construction - Industry chain construction serves as the "skeleton" for the development of new marine equipment [2] - Anti-corrosion materials and intelligent monitoring systems for offshore rocket launches enhance the design of offshore wind power infrastructure, extending the lifespan of single piles from 20 to over 30 years [2] - The composite utilization model of offshore wind power and photovoltaics, which integrates power generation and aquaculture, exemplifies collaborative development within the industry chain, effectively increasing the comprehensive yield per acre of sea area [2] - Vertical integration within the industry chain drives continuous upgrades in new marine equipment manufacturing [2] Group 4: Standard Formulation - The formulation of relevant standards acts as a "compass" for the regulated development of new marine equipment [2] - Clear standards can regulate market order, ensure product quality and safety, and promote orderly competition and healthy development within the new marine equipment industry [2] - Both the construction of offshore launch platforms and the operation of marine ranches require corresponding standards for guidance [2]
大金重工:Nordseecluster海上风电集群项目A阶段单桩产品全部交付完毕
Core Viewpoint - The successful delivery of 45 monopile products for the Nordseecluster offshore wind project marks a significant achievement for the company, reinforcing its position as a global leader in offshore wind infrastructure solutions [1][2]. Group 1: Project Details - The company’s wholly-owned subsidiary, Penglai Dajin, has completed the delivery of 45 monopile products for the A phase of the Nordseecluster offshore wind project in Germany [1]. - The Nordseecluster project, developed jointly by RWE and a Norwegian investment management company, has a total planned capacity of 1.6 GW, making it the largest offshore wind farm currently under construction in Germany [1]. - The project involves a total of 105 TP-less monopiles and associated structures, with Penglai Dajin responsible for exclusive construction and delivery [1]. Group 2: Delivery and Impact - The last batch of 10 monopiles for the A phase has successfully arrived at a European port, completing the delivery process [2]. - The project utilized a DAP (Delivered at Place) delivery model, showcasing the company's advanced manufacturing standards and quality control systems [2]. - The successful delivery is expected to have a positive impact on the company's operating performance for the year [2]. Group 3: Market Position and Future Prospects - Since 2019, the company has successfully entered the European offshore wind market, achieving significant progress in marketing services, technical upgrades, and quality control [2]. - The company is currently the only supplier in the Asia-Pacific region that has successfully delivered offshore engineering products to the European market [2]. - A new contract signed for a Baltic Sea offshore wind project involves the delivery of 10 oversized monopiles, further expanding the company's footprint in the European market [3]. - The project is noted for its short delivery cycle of less than 10 months, demonstrating the company's capability in handling complex offshore conditions [3].
大金重工半年净利预增约2倍 海外业务实现突破性增长
Zheng Quan Shi Bao· 2025-08-13 05:51
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]
全球今亮点!A股公告精选 | 大金重工(002487.SZ)获欧洲海上风电大单 盛帮股份(301233.SZ)获比亚迪中标通知书
Zhi Tong Cai Jing· 2025-07-28 03:04
今日聚焦 1、大金重工:与某欧洲能源开发企业签署海上风电单桩基础优选供应商协议 合同总金额约5.47亿欧元 大金重工公告,全资子公司蓬莱大金与某欧洲能源开发企业签署了《海上风电单桩基础优选供应商协 议》,莱大金将作为优选供应商向某海上风电集群项目提供单桩。合同总金额约5.47亿欧元,约占公司 2022年度经审计营业收入的80%。 (资料图片) 2、*ST雪发:实控人张劲失联,尚无法确定失联具体原因 智通财经5月8日电,*ST雪发公告,近日,公司无法与公司实控人张劲取得联系,公司已与张劲的工作 单位联系询问其现状,截至目前,尚未收到回复,无法确定张劲失联的具体原因。目前,公司经营情况 正常。张劲除为公司实控人外,不在公司担任任何职务。张劲失联不会对公司日常经营构成重大影响。 3、欧菲光:部分董监高拟合计不低于1020万元增持股份 欧菲光公告,公司部分董事(不含独立董事)、监事、高管人员及核心管理人员计划6个月内,通过二级 市场集中竞价交易方式增持公司股份,拟增持金额为不低于60万元/人,合计不低于1020万元。增持计 划不设价格前提,增持主体将择机实施增持计划。 4、盛帮股份:获得比亚迪签发的中标通知书 盛帮股 ...
晚间公告丨7月21日这些公告有看头
Di Yi Cai Jing· 2025-07-21 10:47
Group 1 - Jiangte Electric plans to change its control rights, with stock suspension starting from July 22, expected to last no more than 2 trading days. Additionally, its subsidiary Yichun Yinli will suspend operations for equipment maintenance for approximately 26 days, which is not expected to significantly impact annual performance [3] - Core Technology intends to sell 100% equity of its subsidiary Zhongshan Core Automation Technology for 156 million yuan and transfer related assets for a total of approximately 82 million yuan. The company aims to optimize its business structure by consolidating resources [4] - Fengmao Co. plans to invest no more than 1.5 billion yuan to establish an intelligent chassis thermal control system production base in Yuyao, while terminating the project for a parts production base in Jiaxing, which had not yet commenced [5] - Haopeng Technology's controlling shareholder voluntarily extends the lock-up period for pre-IPO restricted shares by 12 months, reflecting confidence in the company's future development [6] - Good Products has been involved in a share transfer dispute, with the court accepting the case involving 996 million yuan. The outcome may introduce uncertainties regarding the control transfer of its major shareholder [7] Group 2 - Haitan Ruisheng expects a net profit increase of 607.01% to 960.52% for the first half of 2025, driven by rapid growth in AI technology and its applications [9] - GeKao Micro anticipates a revenue growth of 22.27% to 36.51% for the first half of 2025, supported by the recognition of its high-pixel chip integration technology [10] - Jinghe Integration forecasts a net profit increase of 39.04% to 108.55% for the first half of 2025, benefiting from improved industry conditions and increased product sales [11] - Best Beauty expects a net profit increase of 100.07% to 168.38% for the first half of 2025, attributed to significant profit growth in trade products [12] - Juzan Optoelectronics reports a net profit growth of 3.43% for the first half of 2025, with a proposed stock dividend of 4.5 shares for every 10 shares held [13] - Changshu Bank reports a net profit of 1.969 billion yuan for the first half of 2025, a year-on-year increase of 13.55% [14] - Keda Li anticipates a net profit increase of 15.73% to 26.53% for the first half of 2025, driven by the growth in new energy vehicle sales [15] - *ST Sitong reports a net loss of 16.201 million yuan for the first half of 2025, despite a revenue increase of 75.88% [16] Group 3 - Gaode Infrared has signed contracts totaling 685 million yuan for overseas market orders, representing 25.59% of its projected 2024 revenue [18] - Dajin Heavy Industry has signed a contract worth approximately 430 million yuan for offshore wind farm foundation supplies, accounting for 11.38% of its projected 2024 revenue [20] - Dongfang Precision has established a strategic partnership with Leju Robotics, focusing on embodied intelligent robots [21] - Chuling Information's subsidiary has signed a framework contract with China Mobile for a total amount of 421 million yuan, involving intelligent network integration products [22] - Hongxin Technology has entered into contracts with a leading domestic flying car company for component development and procurement [23] Group 4 - Dongcai Technology's chairman plans to reduce his stake by up to 0.43% due to personal financial needs [25] - Tianchuang Fashion's shareholder Visions plans to reduce its stake by up to 1% through centralized bidding [26]
大金重工:签署4.3亿元欧洲海上风电单桩基础供应合同
news flash· 2025-07-21 09:19
Group 1 - The company announced that its wholly-owned subsidiary, Penglai Dajin Ocean Engineering Co., Ltd., has signed a contract for the supply of offshore wind power monopile foundations with a European energy company, with a total contract value of approximately 430 million RMB [1] - The contract represents about 11.38% of the company's audited revenue for the fiscal year 2024 [1] - The project is located in Europe, and the company is expected to deliver the monopile products by 2026, which is anticipated to have a positive impact on the company's operating performance in 2026 [1]
大金重工拟赴港上市 进一步夯实全球化战略布局
Zheng Quan Ri Bao· 2025-06-24 16:38
Core Viewpoint - The company, Daikin Heavy Industries Co., Ltd., plans to issue H-shares for overseas listing on the Hong Kong Stock Exchange, driven by rapid growth in its international business and the need to enhance its global strategic layout [2][3]. Group 1: Company Overview - Daikin Heavy Industries is the first listed company in China's wind power tower pile sector and a global leader in offshore wind power infrastructure and tower solutions [2]. - The company specializes in the production and sales of offshore wind single pile foundations, transition pieces, jacket foundations, floating foundations, and tower products, providing a comprehensive solution for offshore wind equipment [2]. Group 2: Business Strategy - The company has been advancing its "Two Seas Strategy," focusing on high technical standards, quality requirements, and high added value in the offshore wind power market of developed countries [2]. - Daikin Heavy Industries has achieved rapid growth in overseas business, securing significant contracts in Europe and making progress in markets such as Japan, South Korea, and Southeast Asia [2]. Group 3: Financial Performance - In 2024, the company expects to achieve export revenue of 1.733 billion yuan, accounting for 45.85% of its total operating revenue for the year [2]. - The company aims to become the market leader in offshore wind power in major developed economies within the next 3 to 5 years [2]. Group 4: Purpose of H-Share Listing - The primary reason for the H-share listing is the significant contribution of overseas business to the company's performance, necessitating a solid global strategic layout [3]. - The funds raised from the H-share listing will be used for business development, including technology innovation, capacity expansion, market expansion, strategic investments, and working capital [3].