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研報掘金丨國盛證券:大金重工業績超預期,海外業務實現突破性增長
格隆匯 07-11 15:10

國盛證券研報指出,大金重工上半年預計歸母淨利潤5.1-5.7億元,同比+193-228%;單Q2預計歸母淨利潤2.8-3.4億元,同比+131-180%,環比+21-47%,業績超預期,海風盈利提升。公司業績增長主要得益於全球化戰略佈局的深入推進,海外業務實現突破性增長,成爲驅動公司整體業績增長的核心引擎。海外項目交付量較上年同期大幅增加,同時,公司出口樁基產品交付模式轉變爲附加值更高的DAP模式,帶動公司整體盈利顯著提升。其次,公司海外項目以外幣結算爲主,因匯率波動,對公司匯兌損益產生了一定積極影響。公司是風電塔樁出海龍頭,出海有望助力業績超預期。考慮到公司訂單交付、單噸盈利超預期,上修公司業績。

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