《华夏时报》记者就此邮件联系大金重工，截至发稿未得到回复。知名财税审专家刘志耕告诉记者，诉 讼目前还处于受理阶段，尚未开庭审理，所以暂时无法准确预测对公司业绩的具体影响。从葛洲坝电力 的诉讼请求来看，大金重工子公司如果归还欠款会影响公司资金，不会影响利润，赔款则会对公司利润 产生影响。 双方提起诉讼 大金重工子公司和葛洲坝电力之间的诉讼，和4年前的工程合同有关。 根据公告，2021年12月，大金重工子公司彰武西六家子电力新能源有限公司（下称"彰武西六家子电 力"）与葛洲坝电力签订了EPC总承包合同，由葛洲坝电力承建其开发建设的项目，后续双方签订了补 充协议，约定合同总额为14.12亿元。 12月29日，大金重工（002487.SZ）发布了关于诉讼事项的进展公告称，为维护公司合法权益，公司下 属子公司已向辽宁省阜新市中级人民法院另行提起诉讼，要求中国葛洲坝集团电力有限责任公司（下 称"葛洲坝电力"）赔偿给公司造成的损失，涉案金额约1.29亿元及相关诉讼费用。 而在此前则是葛洲坝电力向大金重工子公司提起诉讼。12月19日，大金重工发布公告称收到《辽宁省阜 新市中级人民法院传票》，因与公司下属子公司存在建设工程施工 ...

Core Viewpoint - The company, Dajin Heavy Industry, is experiencing significant growth in its wind power equipment business and is expanding its renewable energy projects, highlighted by a recent exclusive supply contract worth approximately 1.339 billion yuan for an offshore wind farm project with a European energy company [1][2]. Group 1: Offshore Wind Power Contracts - Dajin Heavy Industry's subsidiary, Penglai Dajin, signed an exclusive supply contract for an offshore wind farm project with a total value of approximately 1.339 billion yuan, which accounts for about 35.41% of the company's audited revenue for 2024 [2][3]. - The company has seen explosive growth in its overseas business, frequently securing large orders, including a recent contract worth approximately 1.25 billion yuan for a large offshore wind project [2]. - The company’s other subsidiary, Panjin Dajin, signed a contract worth approximately 285 million yuan for the construction of a semi-submersible barge with a Norwegian shipowner [2]. Group 2: Financial Performance - Dajin Heavy Industry reported a revenue of 4.595 billion yuan for the first three quarters of the year, representing a year-on-year increase of 99.25%, and a net profit attributable to shareholders of 888 million yuan, a year-on-year increase of 214.63% [2]. Group 3: Onshore Wind Power Projects - The company is also expanding its renewable energy business, with plans to invest in a 950,000 kW onshore wind power project in Tangshan, with a total investment not exceeding 4.38 billion yuan [4]. - The new onshore wind project is expected to significantly enhance the company’s renewable energy generation capacity and optimize its revenue structure, strengthening its market position in North China [4]. Group 4: Strategic Transition - Dajin Heavy Industry's investments in renewable energy projects reflect a strategic shift from being solely an equipment manufacturer to becoming a comprehensive energy service provider that integrates development, construction, and operation [4][5]. - The company aims to achieve industry chain synergy and sustainable development by prioritizing the use of self-produced wind power equipment in its projects, creating a virtuous cycle of "sales promoting production" [5].

Core Viewpoint - The offshore wind power sector is experiencing significant growth, with companies like Daikin Heavy Industries achieving remarkable stock performance and expanding their market presence in Europe, despite facing geopolitical and trade uncertainties. Group 1: Company Performance - Daikin Heavy Industries has seen its stock price increase by nearly 130% this year, leading the A-share wind power sector [2] - The company reported a dramatic revenue increase from 7.58 billion RMB to 22.43 billion RMB in the first half of 2025, resulting in overall revenue surpassing 28.41 billion RMB, more than doubling year-on-year [6] - The net profit for the same period grew over twofold to 5.47 billion RMB [6] Group 2: Market Position - Daikin Heavy Industries is the leading supplier of offshore wind power foundation equipment in Europe, with a market share increasing from 18.5% in 2024 to 29.1% in the first half of 2025 [5] - The company has successfully passed supplier qualification reviews for major offshore wind developers in Europe since entering the market in 2019, establishing itself as a key player [5] - The European offshore wind market is projected to contribute significantly to global capacity, with 23.2 GW expected from Europe in 2024 [8] Group 3: Strategic Developments - Daikin Heavy Industries is pursuing a dual listing in Hong Kong and aims to enhance its local service capabilities in Europe by establishing an overseas production base and multiple wind power service ports [12] - The company currently holds over 10 billion RMB in offshore orders, primarily focused on projects in the North Sea and the Baltic Sea [11] - The firm is adapting to potential geopolitical risks by localizing its operations in Europe to mitigate trade friction impacts [12]

Core Viewpoint - The company, Dajin Heavy Industry, is set to become the first listed company in the wind power tower sector in Hong Kong, despite facing revenue declines in recent years. The company has achieved significant profit growth through expansion into overseas markets, particularly in Europe, which now accounts for nearly 79% of its revenue [1][7][9]. Group 1: Company Performance - Dajin Heavy Industry has experienced a continuous decline in revenue over the past three years, attributed to the customized and high-value nature of its products, which leads to fluctuations in income and gross margins [4]. - In the first half of 2025, the company reported a revenue of 2.841 billion yuan, a year-on-year increase of 109%, and a net profit of 547 million yuan, representing a growth of over 200% [5]. - The company's inventory reached a record high of 2.373 billion yuan by mid-2023, while its borrowings increased significantly to over 1.3 billion yuan [6]. Group 2: Market Strategy - Dajin Heavy Industry has adopted a "two seas" strategy, focusing on offshore wind power and overseas market expansion, with a strategic emphasis on high-margin offshore wind orders [7]. - The company's revenue from overseas markets surged from 838 million yuan in 2022 to 2.243 billion yuan in the first half of 2025, with the overseas revenue share rising from 16.4% to 79% [7][9]. - The European offshore wind market is characterized by high barriers and added value, with Dajin Heavy Industry becoming the leading supplier in this market, increasing its market share from 18.5% in 2024 to 29.1% in the first half of 2025 [9]. Group 3: Future Outlook - The offshore wind sector is expected to experience explosive growth, with projections indicating that its share of global wind power installations will rise to 18.6% by 2030, with a compound annual growth rate of 28.9% [9]. - Dajin Heavy Industry plans to invest a significant portion of its IPO proceeds into the construction of an overseas assembly base and the development of advanced deep-sea products to enhance its local supply capabilities in Europe [10].

香港聯合交易所有限公司與證券及期貨事務監察委員會對本申請版本的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示概不就因本申請版本全部或任何部分內容而產生或因倚賴該等內容而引 致的任何損失承擔任何責任。 DAJIN HEAVY INDUSTRY CO., LTD. 大金重工股份有限公司 （「本公司」） （於中華人民共和國註冊成立的股份有限公司） 的申請版本 警告 本申請版本乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會（「證監 會」）的要求而刊發，僅用作提供資訊予香港公眾人士。 本申請版本為草擬本，其內所載資訊並不完整，亦可能會作出重大變動。 閣下閱覽本文件， 即代表 閣下知悉、接納並向本公司、其聯席保薦人、整體協調人、聯席全球協調人、顧問或 包銷團成員表示同意： 於本公司招股章程根據香港法例第32章《公司（清盤及雜項條文）條例》送呈香港公司註冊處處 長註冊前，不會向香港公眾人士提出要約或邀請。倘於適當時候向香港公眾人士提出要約或邀 請，準投資者務請僅依據與香港公司註冊處處長註冊的本公司招股章程作出投資決定；有關文 本將於發售期內供公眾人士查閱。 (a) 本文件僅為向香港公眾 ...

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].

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]

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]

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].

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]