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Daikin Heavy Industries (002487): Export volume of offshore wind pipe piles establishes the status of a mainstream supplier in Europe
Matters: The company released its 2023 annual report and 2024 quarterly report. In 2023, it achieved revenue of 4.325 billion yuan, a year-on-year decrease of 15.30%, and net profit of 425 million yuan, a year-on-year decrease of 5.58%, deducted
League of Nations Securities: With delivery and bidding, the wind power industry's boom is expected to reverse
Guolian Securities released a research report saying that previously, the wind power sector was at a phased relative bottom, and with deliveries and tenders starting, the industry's boom was in a phase of reversal.
Daikin Heavy Industries (002487): Export fulfillment in 2023, improving profitability, and building a “production, marketing and transportation” integration for export offshore industry in the long term
Key investment events: The company released its annual report for the year 23 and the quarterly report for '24, with revenue of 4.3 billion yuan, -15% year over year; net profit to mother of 430 million yuan, -5.6% year on year; gross profit margin of 23%, +7pct year on year. thereof
Daikin Heavy Industries (002487): Short-term performance under pressure, optimistic that exports to Europe will accelerate
Short-term performance is under pressure. I am optimistic that exports to Europe will accelerate in 23 years, the company will achieve revenue of 4.325 billion yuan (-15% YoY), and net profit to mother of 425 million yuan (-6% YoY). 1Q24 will achieve revenue of 463 million yuan
Daikin Heavy Industries (002487.SZ): Supplying France's Noy-Lles D'Yeu et Noirmoutier offshore wind farm single pile project shipped more than half
Daikin Heavy Industries (002487.SZ) announced that in October 2022, the company won the bid for France's Noy-lles D'Yeu et Noirmoutier offshore wind farm project (the “Project”). The Company's wholly-owned subsidiary, Penglai Daikin Offshore Heavy Industries Co., Ltd. (“Penglai Daikin”), exclusively built and delivered 61 single piles for the project. The project has a total installed capacity of 496 MW and is scheduled to be put into use by 2025.
Morning announcement: Brother Technology's subsidiary received a notice of approval for the marketing application of the Iohexol API
Gelonghui, April 8 | ① Xinlian Electronics: “Announcement of winning candidates recommended for the 15th batch of procurement by China Grid Co., Ltd. in 2024 (first bidding and procurement of measurement equipment for marketing projects)”. The company was one of the winning candidates, with a total of 5 packages. The total bid amount is estimated to be about 807.415 million yuan, accounting for 13.01% of the company's 2022 revenue. ② Daikin Heavy Industries: More than half of the single-pile project supplying France's Noy-Lles D Yeu et Noirmoutier offshore wind farm were shipped. Subsequent batches of products are being produced according to the production schedule and are expected to be within this year
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