Changes in Hong Kong stocks | Daikin Heavy Industries (01081) rose more than 12% in the afternoon, and the shipbuilding sector is booming, and European Seabreeze tenders are expected to catalyze

The Zhitong Finance App learned that Daikin Heavy Industries (01081) rose more than 12% in the afternoon. As of press release, it rose 10.22% to HK$31.5, with a turnover of HK$91.22,800.

According to the news, Daikin Heavy Industries said earlier that the shipbuilding sector has officially entered the mainstream shipbuilding market and has received recognition from many leading international shipowners, including the Netherlands, Greece, and Norway. At the same time, large-scale order acceptance and batch production models can effectively dilute unit production costs and continuously improve overall production efficiency and business profit margins. According to the data, since the first order was signed in August '25, the company has signed a total of 24 new ship manufacturing orders, with a total contract amount of about 12 billion yuan.

Huatai Securities released a research report saying that from 2H26 to the beginning of '27, European Ocean Breeze may usher in intensive auctions, including UK AR8 (project pool exceeding 17 GW), France AO10 (total scale of 10 GW), and Dutch 2GW. Combined with Germany, two-way CFD may be introduced to restart Seabreeze auctions. We are optimistic that the project tender release is expected to strengthen industry chain order expectations. The company has achieved one-stop product delivery and is actively expanding businesses such as localized production capacity, home port operation, and installation services, and is expected to fulfill orders one after another.