海风装备建造
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大金重工(002487) - 2026-001 投资者关系活动记录表
2026-01-22 13:03
Group 1: Financial Performance - The company expects to achieve a net profit attributable to shareholders of between 1.2 billion and 1.5 billion, representing a year-on-year growth of 121.58% to 153.23% compared to 2025's 0.5 billion [2] - Growth drivers include increased delivery volume and value from overseas offshore wind projects, higher construction standards for exported marine engineering products, and enhanced project value through integrated services [2] Group 2: Market Outlook - The company believes that offshore wind energy development in Europe is a "must" due to existing energy replacement needs and new electricity demand, with significant growth potential in the North Sea and Baltic Sea regions [2] - The recent AR7 auction in the UK offered 8.4 GW of offshore wind projects, exceeding market expectations, with historical highs in project scale and subsidy amounts [3] - The company has high confidence in the market for 2026, particularly in Germany, Japan, the Netherlands, and Poland, with significant project auctions expected [3] Group 3: Project Developments - The company is actively participating in tenders for offshore wind projects in Japan and South Korea, which are emerging markets [6] - Multiple countries are expected to make progress in commercial floating offshore wind projects this year, including the UK, France, and South Korea [4] - The company plans to gradually provide localized services to enhance its systematic service capabilities, which can effectively address client bottlenecks [5] Group 4: Operational Capacity - The company anticipates the operation of 2-3 self-owned vessels this year, each capable of transporting 15,000 to 20,000 tons of products per trip, positively impacting project revenue [6] - Current project scheduling and shipping are tight, with multiple new overseas projects expected to be shipped this year [7] - The company is continuously seeking new ports to expand its local service capacity across Europe [7]
大金重工:预计2025年度净利润为10.5亿元~12亿元,同比增长121.58%~153.23%
Mei Ri Jing Ji Xin Wen· 2026-01-21 11:05
每经头条(nbdtoutiao)——特朗普强要格陵兰岛,丹麦一养老基金率先清仓美债,美国资产全线下 跌!欧洲手握"金融核按钮",双方会"鱼死网破"吗?专家解读→ 每经AI快讯,大金重工1月21日晚间发布业绩预告,预计2025年归属于上市公司股东的净利润10.5亿元 ~12亿元,同比增长121.58%~153.23%;基本每股收益1.65元~1.88元。业绩变动主要原因是,报告期 内,公司在海外海上风电市场交付项目的数量和金额均实现快速增长,更高的产品建造标准带来更高的 附加值。另外,公司通过提供海风装备建造、运输、本地化安装等系统化服务,执行项目价值量进一步 提高,共同推动公司盈利水平同比显著提升。 (记者 王晓波) ...
大金重工:2025年净利同比预增122%~153% 在海外海上风电市场交付项目数量和金额均实现快速增长
Mei Ri Jing Ji Xin Wen· 2026-01-21 11:01
(文章来源:每日经济新闻) 每经AI快讯,1月21日,大金重工(002487.SZ)公告称,公司发布2025年度业绩预告,预计归属于上市公 司股东的净利润为10.50亿元~12.00亿元,比上年同期增长121.58% ~ 153.23%。报告期内,公司在海外 海上风电市场交付项目的数量和金额均实现快速增长,更高的产品建造标准带来更高的附加值。另外, 公司通过提供海风装备建造、运输、本地化安装等系统化服务,执行项目价值量进一步提高,共同推动 公司盈利水平同比显著提升。 ...