近日，风电轴承龙头企业新强联（Xin Qianglian）发布2025年业绩预告，预计全年归属于上市公司股东的净利润将同比增长超过1093%。这一惊人增幅主要得益于全球风电行业持续高景气、公司产能释放加速以及高端产品结构优化。新强联作为国内领先的风电主轴轴承和偏航变桨轴承供应商，近年来积极拓展大兆瓦风电轴承市场，成功打入多家国际整机厂商供应链。随着海上风电项目加速推进及国家“双碳”战略深入推进，风电设备需求持续攀升，带动公司订单量大幅增长。此外，公司通过技术升级与智能制造，有效提升了生产效率和产品良率，进一步增强了盈利能力。值得注意的是，2024年基数较低也为2025年高增长提供了有利条件。尽管如此，超10倍的利润增长仍充分体现了新强联在细分赛道中的核心竞争力和行业领先地位。市场普遍认为，此次业绩预增不仅彰显了公司强劲的发展势头，也为投资者注入了长期信心。
Recently, Xin Qianglian, a leading Chinese manufacturer of wind turbine bearings, released its 2025 earnings forecast, projecting net profit attributable to shareholders to surge by over 1,093% year-on-year. This remarkable growth is primarily driven by the sustained high demand in the global wind power sector, accelerated capacity ramp-up, and an optimized product mix favoring high-end offerings.As a domestic leader in main shaft bearings and yaw/pitch bearings for wind turbines, Xin Qianglian has actively expanded into the large-megawatt wind bearing market and successfully integrated into the supply chains of several international turbine OEMs. With the rapid advancement of offshore wind projects and China’s ongoing ‘dual carbon’ strategy (carbon peak and carbon neutrality), demand for wind power equipment has surged, significantly boosting the company’s order backlog. Additionally, technological upgrades and smart manufacturing initiatives have enhanced production efficiency and yield rates, further strengthening profitability.It’s worth noting that the relatively low profit base in 2024 also contributed to the dramatic year-over-year increase. Nevertheless, the more-than-tenfold profit jump underscores Xin Qianglian’s strong competitive edge and market leadership in its niche segment. Analysts widely view this forecast as a clear signal of the company’s robust growth trajectory and a vote of confidence from long-term investors.
原创文章，作者：admin，如若转载，请注明出处：https://ktez.cn/20576.html