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研報掘金丨東吳證券:維持大金重工“買入”評級,中標歐洲擴容訂單,業績確定性增強

東吳證券研報指出,大金重工與某歐洲頭部業主簽訂單樁供應擴容訂單,採用DAP模式,難度等級高,TP-less工藝疊加超大直徑、超大單重單樁,總價4.3億人民幣,預計26年交付,業績確定性增強。公司Q2出海環比增長,單噸淨利維持高位,匯兌收益貢獻增量業績。本年度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。此外,擬赴港上市、佈局本土化基地、國內外基地協同助力降本。維持“買入”評級。

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