国金证券近日发布公用事业及环保产业行业研究：本周（9.8-9.12）上证综指下降1.86%，创业板指上涨 2.16%，碳中和板块上涨2.25%，公用事业板块上涨0.75%，环保板块上涨1.31%，煤炭板块下降0.11%。 国金证券近日发布公用事业及环保产业行业研究：本周（9.8-9.12）上证综指下降1.86%，创业板指上涨 2.16%。碳中和板块上涨2.25%，公用事业板块上涨0.75%，环保板块上涨1.31%，煤炭板块下降0.11%。 9月11日，国网山东省电力公司公示了山东省当年新能源机制电价竞价结果。首轮竞价吸引3000+新能 源项目参与，共有1200个项目入围。风电、光伏项目分组开展竞价，入选机制电量总规模94.67亿千瓦 时，其中风电59.67亿千瓦时、光伏12.48亿千瓦时。 以下为研究报告摘要： 行情回顾： 本周（9.8-9.12）上证综指下降1.86%，创业板指上涨2.16%。碳中和板块上涨2.25%，公用事业板块上 涨0.75%，环保板块上涨1.31%，煤炭板块下降0.11%。 每周专题： 9月12日，国家发展改革委、国家能源局发布关于印发《电力现货连续运行地区市场建设指引》的通知 (发改 ...

Investment Rating - The report suggests focusing on power generation assets in regions with tight supply-demand balance and favorable competition dynamics, particularly recommending companies like Sheneng Co. and Huadian International for thermal power, and Yangtze Power for hydropower [4] Core Viewpoints - The report highlights the recent auction results for renewable energy pricing in Shandong, indicating a total of 94.67 billion kWh of selected projects, with wind power accounting for 59.67 billion kWh and solar power for 12.48 billion kWh [6][32] - It notes that the winning bid price for wind power was 0.319 yuan/kWh, which is an 8.9% discount from the auction ceiling, while solar power had a winning bid of 0.225 yuan/kWh, reflecting a 35.7% discount [6][33] - The report emphasizes the importance of the new market mechanisms being developed for renewable energy, including the support for a spot market for electricity [6][57] Summary by Sections Market Review - The Shanghai Composite Index decreased by 1.86% while the ChiNext Index increased by 2.16% during the week of September 8-12 [12] - The carbon neutrality sector rose by 2.25%, while the coal sector saw a slight decline of 0.11% [12] Industry News - The report discusses the new guidelines for the continuous operation of electricity spot markets, which aim to enhance market competition and system operation [57] - It also mentions the new action plan for large-scale construction of new energy storage, targeting an installed capacity of over 180 million kW by 2027, with direct investments of approximately 250 billion yuan [58] Investment Recommendations - For thermal power, the report recommends focusing on leading companies in regions with tight supply-demand dynamics, such as Anhui Energy and Huadian International [62] - In hydropower, it suggests monitoring Yangtze Power due to stable electricity prices and regional supply-demand tightness [62] - For nuclear power, it highlights China National Nuclear Power as a key player due to expected increases in electricity generation and stable pricing [62] - In the renewable energy sector, it recommends Longyuan Power as a leading wind power operator [63] - The report also suggests focusing on urban comprehensive operation management service providers like Yuhua Tian [63]

Core Viewpoint - Daikin Heavy Industries, a leading global offshore wind power equipment manufacturer, has secured significant overseas contracts, indicating strong growth potential and operational stability for the company [1][3][7]. Group 1: Recent Contracts and Orders - Daikin Heavy Industries' subsidiary, Penglai Daikin, signed a contract with an overseas offshore wind developer for a total amount of approximately RMB 12.5 billion, which represents about 33% of the company's audited revenue for 2024 [3][4]. - The company has accumulated over RMB 100 billion in overseas offshore engineering orders, primarily scheduled for delivery in the next two years [2][7]. - In July, Daikin Heavy Industries secured a contract worth approximately RMB 4.3 billion for the supply of offshore wind turbine foundations for a European project [1][5]. Group 2: Financial Performance - For the first half of 2025, Daikin Heavy Industries reported a revenue of RMB 28.41 billion, a year-on-year increase of 109.48%, and a net profit of RMB 5.47 billion, up 214.32% [10][11]. - The company's export offshore engineering business saw a shipment volume that doubled year-on-year, with export revenue accounting for nearly 80% of total revenue, reflecting a significant growth of nearly 200% [11]. - As of June 30, 2025, the company had a cash balance of RMB 3.341 billion and total liabilities of RMB 1.323 billion, indicating a strong financial position [11]. Group 3: Market Response and Stock Performance - Following the announcement of large orders, Daikin Heavy Industries' stock price increased by 2.02% to RMB 41.41 per share, with a total increase of approximately 108.47% since April 7, 2025 [8][9]. - Fund holdings in Daikin Heavy Industries increased by approximately 51.98 million shares from March to June 2025, indicating growing investor confidence [9].

证券研究报告 | 2025年09月11日 优于大市 大金重工（002487.SZ） 签署 12.5 亿元超大型单桩制造订单，出口海工订单持续落地 | 公司研究·公司快评  | |  | 电力设备·风电设备 | 投资评级：优于大市（维持）  | | --- | --- | --- | --- | --- | | 证券分析师： | 王蔚祺 | 010-88005313 | wangweiqi2@guosen.com.cn | 执证编码：S0980520080003 | | 证券分析师： | 王晓声 | 010-88005231 | wangxiaosheng@guosen.com.cn | 执证编码：S0980523050002 | 事项： 公司公告：公司全资子公司蓬莱大金与海外某海上风电开发商签署海风基础结构产品长期锁产协议下首个 海上风电基础供应合同，蓬莱大金将为某海外海上风电项目提供超大型海上风电单桩、过渡段及附属结构， 合同总金额折合人民币约 12.5 亿元，占公司 2024 年度经审计营业收入的比例约 33%，预计将对公司 2026 年经营业绩产生积极影响。 国信电新观点：欧洲海上风电拍卖和招标进 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、合同签署情况 2024年4月，公司全资子公司蓬莱大金海洋重工有限公司（以下简称"蓬莱大金"）与海外某海上风电开 发商签署了海风基础结构产品长期锁产协议（以下简称"协议"）。根据协议约定，该客户从当前至2030 年底向蓬莱大金锁定不超过40万吨海外海上风电基础结构的制造产能，并一次性向蓬莱大金支付1,400 万欧元的锁产费用。具体内容详见公司在巨潮资讯网上披露的公告（编号2024-020）。 近日，蓬莱大金与该海上风电开发商签署了本协议下首个海上风电基础供应合同（以下简称"本合 同"或"合同"），蓬莱大金将为某海外海上风电项目（以下简称"本项目"或"项目"）提供超大型海上风 电单桩、过渡段及附属结构，合同总金额折合人民币约12.5亿元，占公司2024年度经审计营业收入的比 例约33%。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号一一主板上市公 司规范运作》等有关法律法规、规范性文件和《公司章程》的规定，上述合同属于公司日常经营性 ...

格隆汇9月10日丨大金重工(002487.SZ)公布，2024年4月，公司全资子公司蓬莱大金海洋重工有限公司（简称"蓬莱大金"）与海外某海上风电开发商签署了海风基础结构产品长期锁产协议。 近日，蓬莱大金与该海上风电开发商签署了本协议下首个海上风电基础供应合同，蓬莱大金将为某海外海上风电项目提供超大型海上风电单桩、过渡段及附属结构，合同总金额折合人民币约12 ...

近日，蓬莱大金与该海上风电开发商签署了协议下首个海上风电基础供应合同，蓬莱大金将为某海外海 上风电项目提供超大型海上风电单桩、过渡段及附属结构，合同总金额折合人民币约12.5亿元，占公司 2024年度经审计营业收入的比例约33%。 智通财经APP讯，大金重工(002487.SZ)发布公告，2024年4月，公司全资子公司蓬莱大金海洋重工有限 公司(以下简称"蓬莱大金")与海外某海上风电开发商签署了海风基础结构产品长期锁产协议。根据协议 约定，该客户从当前至2030年底向蓬莱大金锁定不超过40万吨海外海上风电基础结构的制造产能，并一 次性向蓬莱大金支付1,400万欧元的锁产费用。 ...

Group 1 - The company Daikin Heavy Industries (002487.SZ) announced a long-term production locking agreement with an overseas offshore wind power developer, securing manufacturing capacity for up to 400,000 tons of offshore wind power foundation structures until the end of 2030 [1] - The client will pay a one-time locking fee of €14 million to the company [1] - The first offshore wind power supply contract under this agreement has been signed, with a total contract value of approximately RMB 1.25 billion, accounting for about 33% of the company's audited revenue for 2024 [1]

大金重工（002487）9月10日晚间公告，公司全资子公司蓬莱大金海洋重工有限公司(下称"蓬莱大金") 与海外某海上风电开发商签署长期锁产协议下的首个海上风电基础供应合同，合同总金额折合人民币约 12.5亿元，将为海外某海上风电项目提供超大型海上风电单桩、过渡段及附属结构产品。 公告显示，交易对手方为全球领先的能源企业，且大金重工近三年曾与该企业发生过类似交易，双方具 备一定合作基础。业主方将负责综合统筹项目开展，蓬莱大金则以承包商身份承担超大型海上风电单 桩、过渡段及附属结构的建造任务；交易价格确定为折合人民币约12.5亿元，经测算，该金额占大金重 工2024年度经审计营业收入的比例约33%，规模体量显著，根据合同约定，蓬莱大金需在2026年完成全 部产品交付工作。 本次合同签署背景是，2024年4月，蓬莱大金与该海外海上风电开发商达成海风基础结构产品长期锁产 协议。根据当时协议约定，该客户将在当前至2030年底期间，向蓬莱大金锁定不超过40万吨海外海上风 电基础结构的制造产能，且一次性支付1400万欧元锁产费用。 此次签署的海上风电基础供应合同，正是该长期锁产协议框架下落地的首个具体订单，标志着双方长期 ...

人民财讯9月10日电，大金重工（002487）9月10日晚间公告，此前公告，全资子公司莱大金与海外某海 上风电开发商签署了海风基础结构产品长期锁产协议。近日，蓬莱大金与该海上风电开发商签署了本协 议下首个海上风电基础供应合同，蓬莱大金将为某海外海上风电项目提供超大型海上风电单桩、过渡段 及附属结构，合同总金额折合人民币约12.5亿元，占公司2024年度经审计营业收入的比例约33%。 ...