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Guolian Securities: Rising demand for offshore wind at home and abroad, benefiting core leaders in pipe piles and submarine cables
The connection between pipe piles and submarine cables is a core beneficiary of the domestic provincial offshore wind demand fulfillment and accelerated overseas construction.
Huachuang Securities: Europe's sea breeze has entered a period of high-speed growth, and domestic companies are ushering in a new chapter of going global.
Zhì tōng cái jīng APP learned that Huá chuàng zhèng quàn released research reports shows that the overseas single-pile capacity is about 1 million tons this year, after the expansion it will be 1.83 million tons. Based on the newly installed capacity forecasted by GWEC, there is already a supply gap in the overseas single-pile market this year, and if there is no expansion plan in the future, the gap will continue to widen. There is a shortage of local offshore wind supply chain in Europe, and in the future, with further release of demand, domestic leading offshore wind companies may achieve overseas order growth. Along the offshore wind out to sea line, it is recommended to pay attention to the cable/tower pile link. As for the symbol, pay attention to the offshore cable leading industry with overseas historical performance, such as Ningbo Orient Wires & Cables.
As of June 28th, the number of shareholders of Dajin Heavy Industry (002487.SZ) was 76155.
Dajin Heavy Industry (002487.SZ) stated on the investor interaction platform of Gelonghui on July 10th that as of June 28, 2024, the number of shareholders of the company was 76,155.
Dajin Heavy IndustryLtd's (SZSE:002487) Five-year Total Shareholder Returns Outpace the Underlying Earnings Growth
It might be of some concern to shareholders to see the Dajin Heavy Industry Co.,Ltd. (SZSE:002487) share price down 12% in the last month. But that doesn't change the fact that the returns over the
Dajin Heavy IndustryLtd (SZSE:002487) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says 'The biggest investment risk is not the volatility of prices, but whether you will
Dajin Heavy Industry (002487.SZ): The Penglai Haigong Base has world-class conditions for offshore construction.
Dajin Heavy Industry (002487.SZ) stated on the investor interaction platform on June 17th that the company has established three major export marine engineering bases in Penglai, Tangshan, and Panjin, covering "global marine engineering products". Penglai marine engineering base has world-class marine construction conditions and is the main marine engineering base currently executing the company's export tasks; Tangshan Caofeidian marine engineering base mainly builds ultra-large and overweight tower sections and large-scale pipeline racks and floating foundations used for 15-25 MW wind turbines, which can meet the demand for cutting-edge basic products for offshore wind power in the next decade worldwide; Panjin base mainly produces large special transportation ships.
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