长江商报消息 ●长江商报记者 江楚雅 风电塔桩领域龙头企业大金重工国际化进程迈出关键一步。 6月24日晚，大金重工（002487.SZ）公告称，公司拟发行境外上市外资股（H股）并在香港联合交易所 有限公司（简称"香港联交所"）主板挂牌上市，以夯实全球化战略布局和提升国际市场竞争力。 近年来，公司重点布局欧洲、日韩、东南亚、澳洲等海上风电新兴市场，逐步扩大全球份额。公司海外 业务实现快速增长，业绩贡献占比提升显著。 根据公司此前披露的财报，2024年，公司实现出口收入17.33亿元，占当年总营业收入的45.85%。 大金重工在年报中表示，力争在未来3年至5年，达到全球主要发达经济体海上风电市场份额第一。 公司在全球风电市场具有一定竞争地位，海外业务已成为公司重要收入来源。2022年至2024年，大金重 工出口业务营收分别为8.38亿元、17.15亿元和17.33亿元，逐年增加，同期营收占比分别为16.41%、 39.64%和45.85%，也呈持续提升趋势。 进入2025年，大金重工频揽海外大单。3月，大金重工宣布与欧洲某能源企业签署了合同，将为欧洲某 海上风电项目提供超大型单桩产品，合同总金额约1.35亿美元（ ...

装备制造 [Table_ReportDate] 2025 年 5 月 19 日 [T分析师： able_Author 赵晓闯] 执业证书号：S1030511010004 电话：0755-83199599 邮箱：zhaoxc@csco.com.cn 分析师：杨贵洲 执业证书号：S1030524060001 电话：0755-83199599 邮箱：yanggz1@csco.com.cn 研究助理：董李延楠 电话：0755-83199599 邮箱：donglyn@csco.com.cn 公司具备证券投资咨询业务资格 证券研究报告 商用人形机器人产业化加快 [Table_ReportType]装备制造行业周报（5 月第 3 周） [Table_S 市场行情回顾： ummary] 上周（5 月 12 日-5 月 16 日）机械设备、电力设备及汽车行业 指数涨跌幅分别为 0.35%、1.39%及 2.40%，在 31 个申万一级 行业中排名分别为第 18、10、3 位；同期沪深 300 涨跌幅为 1.12%。 行业观点： 请务必阅读文后重要声明及免责条款 | 一、 市场行情回顾 3 | | | --- | --- | | ...

Core Viewpoint - The company, Dajin Heavy Industry, is experiencing robust growth in its overseas offshore wind power business, highlighted by significant contract wins in Europe, which are expected to enhance its revenue and profitability in the coming years [1][2]. Group 1: Contract Wins and Financial Impact - Dajin Heavy Industry's subsidiary, Penglai Dajin, signed a contract with a European energy company for the supply of super-large monopile products, valued at approximately 1 billion RMB, representing about 26.46% of the company's audited revenue for 2024 [1]. - This contract follows another significant contract signed in March, worth approximately 1.35 million USD (around 986 million RMB), which accounted for about 22.8% of the company's audited revenue for 2023 [1]. - The company's export revenue from 2022 to 2024 shows a steady increase, with figures of 838 million RMB, 1.715 billion RMB, and 1.733 billion RMB, respectively, indicating a growing share of overseas business [2]. Group 2: Profitability and Financial Performance - Dajin Heavy Industry reversed a two-year decline in profitability, achieving a net profit of 474 million RMB in 2024, a year-on-year increase of 11.46%, and a non-net profit of 433 million RMB, up 17.7% [2]. - The company's gross margin and net margin have been on the rise for three consecutive years, reflecting improved profitability from high-value-added offshore products [2]. - In Q1 2025, the company reported a significant surge in performance, with revenue of 1.141 billion RMB, a year-on-year increase of 146.36%, and a net profit of 231 million RMB, up 335.91% [2]. Group 3: Future Outlook - Dajin Heavy Industry anticipates a high level of activity in its overseas offshore wind power shipments over the next three years, driven by a strong order backlog and bidding situation [3]. - The company aims to increase its share of quality orders in the European offshore wind infrastructure sector to further enhance its financial performance [3]. - As of Q1 2025, the company's contract liabilities stood at 1.489 billion RMB, a year-on-year increase of 50.71%, indicating a healthy order book [4].