研報掘金丨羣益證券(香港):大金重工業績超預期,建議“買進”
羣益證券(香港)研報指出,大金重工預計上半年淨利潤YOY+193%-228%,超預期,建議“買進”。2025年英國、德國等多個歐洲國家發佈措施支持海風建設,風電場拍賣提速,歐洲海風建設正在加速,公司海外新訂單增長可期。今年公司海外交付量有望超20萬噸,支撐公司業績穩健增長。中期看,目前海外海風供應鏈產能供不應求,公司手握客户資源,生產能力充足,運輸能力逐步提升,海外市場份額有望擴大。此外,出口樁基產品已經全面切換至由公司負責海上運輸,將提升公司的盈利水平。今年公司2艘自建船將陸續交付,將進一步提升公司的交付能力,並有利於控制成本。目前歐洲本地供應鏈產能供不應求,公司正在逐步擴大歐洲市場的份額。公司已向英國、法國、丹麥、德國等多個海風項目交付單樁和海塔產品。
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