HK Stock Market Move | Dajin Heavy Industry (01081) surges over 10% as European offshore wind expansion faces supply constraints; the company's in-house transportation and shipbuilding forge a new growth curve.

Dajin Heavy Industry (01081) surged over 10%, rising 10.83% as of press time to HK$33.76, with a turnover of HK$97.8646 million. On the news front, Norwegian consultancy Rystad Energy said in its latest analysis that Europe's offshore wind expansion is facing structural supply constraints. Since 2020, offshore wind turbine unit prices (per MW) have risen 40%45%, far exceeding the 20%25% increase in manufacturing costs over the same period. In addition, Dajin Heavy Industry's proprietary transport fleet has officially commenced operations, and its shipbuilding segment has formally entered the mainstream shipbuilding market. Since its first order signing in August 2025, the company has cumulatively signed new shipbuilding orders for a total of 24 vessels, with a total contract value of approximately RMB 12 billion. Huaxi believes that the company is fully benefiting from the development of European offshore wind construction, and with the release of multiple subsequent rounds of offshore wind tenders, the incremental space for its overseas business is expected to further expand; as its proprietary fleet gradually commences operations, export offshore engineering capacity undergoes comprehensive upgrading, and its overseas mother port layout continues to improve, coupled with its shipbuilding efforts focused on commercial vessels and offshore engineering vessels, the company's competitive moat is upgrading from "single manufacturing capability" to full-chain integration of "manufacturing + transportation + delivery."