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  证券时报记者孙宪超

  大连重工(002204)4月16日晚披露2024年年度报告,报告期内,公司实现营业收入142.81亿元,同比增长18.97%;实现净利润4.98亿元,同比增长37.12%;基本每股收益0.26元。

  大连重工是国家重型机械行业的大型重点骨干企业和新能源设备制造重点企业,主要从事物料搬运设备、冶金设备、新能源设备、传动与控制系统、船用设备等领域的大型成套设备及核心零部件的开发、研制和销售,为冶金、港口、能源、矿山、工程、交通、造船等国民经济基础产业提供大型高端装备和智能服务解决方案。

  在政策驱动和技术降本的加持下,风电项目招标同比显著增加,大连重工自主研发的大兆瓦齿轮箱、高端球铁铸件、海陆塔筒的风电订单同比增长32%,有力地支撑了公司经营业绩增长。

  此外,公司投产的大型高端风电核心零部件智能制造项目,具备30兆瓦级超大型风电核心部件、百万千瓦级火电汽缸、百吨级重型机械装备等高端铸件产品的样机开发和批量生产能力,可为电力能源、矿山、船舶等领域提供大型高端铸件,引领海、陆风电铸件大型化智能化发展趋势。

  大连重工坚持注重市场国际化、标准国际化、网络国际化,多层次、多渠道提升国际化经营能力,积极践行共建“一带一路”倡议,先后设立德国公司、印度公司、中国香港公司、澳大利亚公司、越南公司,打造了技术创新、金融、投资、制造服务、贸易等多维度平台。

  2024年,公司不断创新出口模式,拓展总承包、后服务业务国际市场,积极化解不利影响,报告期内实现出口订货6.77亿美元,同比增长35%,实现海外市场逆势增长。截至报告期末,公司产品和服务累计远销96个国家和地区,逐步实现了从零部件出口到单机出口、成套设备出口,再到工程总承包出口和产品全生命周期服务管理转变。

  值得注意的是,大连重工在2024年取得专利授权116项,完成“散料堆场全流程智能作业”等220项新产品新技术开发,新产品订货30.1亿元,同比增长24.7%。研发支撑企业未来增长的重大新产品、技术提升项目13项。C80专用及通用敞车三车翻车机、7.3米捣固焦炉设备、12G95型曲轴、26兆瓦海上风电核心铸件等全球最大、世界首台(套)产品成功出产,引领行业发展趋势。

  2025年,大连重工将聚焦大客户做加法,深耕高价值客户,强化大客户统筹管理和资源保障投入,大客户释放订单总量占有率同比提升5个百分点以上;聚焦核心产品做减法,集中力量持续构筑主导优势产品核心竞争力,主导产品中标率提高3个百分点以上,全力提升市场前景广、增长潜力大产品的市场竞争力,制定全面对标提升计划,结构调整类产品中标率提升5个百分点以上。

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