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大金重工:公司近期接到的韩国船东下的造船订单利润率好于当前行业整体水平
Zheng Quan Ri Bao· 2025-09-11 11:17
Group 1 - The core point of the article is that Daikin Heavy Industries has received its first market-based shipbuilding order from a South Korean shipowner for a self-designed heavy transport vessel [2] - The company will provide a full range of services including design, construction, and registration, with profit margins better than the current industry average [2]
大金重工(002487) - 2025-004 投资者关系活动记录表
2025-09-10 22:38
Group 1: Company Performance - In the first half of 2025, the company achieved operating revenue of 2.841 billion CNY, a year-on-year increase of 109.48% [2] - The net profit attributable to the parent company was 563 million CNY, with a year-on-year growth of 250.48%, marking the highest value for the same period in history [2] - The second quarter net profit reached 316 million CNY, reflecting a quarter-on-quarter growth of 36.63% [2] - The gross profit contribution from export products increased from 54% to 86%, significantly boosting overall performance [2] Group 2: Export and International Orders - The company’s export volume for marine engineering business doubled year-on-year, with export revenue accounting for nearly 80% of total revenue, an increase of 23 percentage points compared to the same period last year [2] - The total amount of overseas marine engineering orders on hand exceeded 10 billion CNY, primarily scheduled for delivery over the next two years [3] - The company has secured a leading position in the European offshore wind market, with cumulative project orders amounting to 10 billion CNY since entering the market in 2022 [3] Group 3: Financial Strategies and Dividends - The company implemented its first mid-term dividend, distributing 0.86 CNY per share (including tax), totaling 54.8464 million CNY, which accounts for 10.04% of net profit [2] - The company’s financial department has established a specialized team for foreign exchange management, contributing positively to net profit [4] Group 4: Future Projects and Developments - The company is currently constructing its first batch of 2 ultra-large wind power deck transport vessels [4] - It has a planned onshore wind project scale of 950 MW, expected to be operational in the second half of 2026 [2] - The company aims to enhance local supply capabilities in Europe through the use of H-share fundraising for overseas assembly base construction and advanced product development [5]