以"精细制造"为立业根本，中天科技在数字化转型中，构建并实践了以"企标更精严、工艺更精致、数 据更精确、测量更精密、技能更精湛、管理更精益"为核心的"六精"模式。该模式覆盖产品全生命周期 与管理全流程，通过量化管理与数据驱动，推动企业向高端化、智能化、绿色化发展。 在绿色能源领域，中天科技自主研发的高强度海底光缆与高压海缆系统，以毫米级精密控制与超国际标 准的可靠性，服务于多个国家级海上风电项目，为"海洋强国"战略提供关键支撑；在通信网络领域，其 通过极致的产品一致性管理与工艺优化，提升光纤网络复杂环境下的长期稳定性，保障全球数字基础设 施畅通安全。 薛济萍表示，中天科技将以此次获奖为新起点，持续深化"六精"模式，与全球伙伴共享质量管理最佳实 践，为提升亚太及全球制造业质量水平贡献"中天智慧"与"中国方案"。 第30届亚太质量组织国际会议日前在北京召开，江苏中天科技股份有限公司凭借"六精"卓越绩效管理模 式，一举拿下"全球卓越绩效奖"（World Class Winner）与"亚太质量组织国际最佳实践奖"（AIBP）， 成为本年度亚太地区精密制造与光通信领域唯一获此双殊荣的企业。 中天科技集团董事长薛济萍表示 ...

Investment Rating - Industry Investment Rating: Overweight [1] Core Views - The price of large storage battery cells continues to rise, indicating strong demand in the energy storage sector. The domestic independent energy storage market is expected to grow due to supportive policies [5][30]. - The domestic offshore wind power sector remains in a high-growth phase, with significant projects such as the 500MW offshore wind project in Hainan officially starting construction [4][21]. - The photovoltaic industry shows stable pricing across the supply chain, with strong overseas demand supporting battery prices [3][14]. Summary by Sections Photovoltaics - The price of silicon wafers and battery cells continues to rise, while module prices remain stable. Strong overseas market demand is a key driver for the price trends [3][14]. - The Qinghai 136 document has initiated bidding for renewable energy projects, with a total mechanism electricity scale of 22.41 billion kWh [14][15]. - GCL-Poly's third-quarter profit reached 960 million yuan, showcasing resilience in a competitive environment [16]. Wind Power - The domestic offshore wind power sector is experiencing high growth, with significant projects like the 500MW offshore wind project in Yangjiang receiving preliminary approval [4][20]. - The Zhejiang offshore wind project has awarded contracts for ±500kV DC submarine and land cables, indicating ongoing investment in infrastructure [20]. Energy Storage - The average price of large storage battery cells has risen to 0.308 yuan/Wh, reflecting strong demand and supply dynamics [25][30]. - In September, the domestic energy storage market saw a significant increase in new installations, with a total of 3.08GW/9.17GWh added, marking a year-on-year growth of 205% in power and 171% in capacity [26]. - The PJM region in the U.S. faces urgent energy storage needs, requiring the deployment of 16-23GW of storage systems over the next 7 to 15 years to meet increasing load demands [27][29]. Hydrogen Energy - The green methanol project is set to receive national subsidies, with companies like Fuan Energy investing in significant production capacity [31][39]. - The hydrogen energy sector is experiencing favorable development trends, with national support for new technologies and financing becoming more accessible [39]. Electric Grid Equipment - NVIDIA's release of the 800V DC white paper highlights the need for high-voltage direct current solutions in data centers, driven by increased power density and load variability [40]. - Investment opportunities in the electric grid sector include companies involved in high-voltage direct current technology and related equipment [41]. Electric Vehicles - The government has launched a three-year plan to double charging facilities, aiming for 28 million nationwide by the end of 2027 [42][45]. - The heavy-duty truck market has seen a nearly 80% year-on-year increase in sales, indicating strong demand and market recovery [45]. Humanoid Robots - A strategic partnership between Zhaofeng and German company Neura has been established, focusing on humanoid robot technology and significant order potential [47][49]. - The humanoid robot sector is entering a phase of small-batch production, with investment opportunities in companies with new technologies and strong order visibility [50].

长江商报消息 ●长江商报记者 杨蝶 行业地位领先的中天科技（600522.SH）再揽大单。 近日，中天科技公告，公司中标/预中标海洋系列项目金额合计约17.88亿元，占公司2024年度经审计营 业收入的3.72%。 2025年以来，中天科技已披露的重大合同中标金额合计达71.27亿元，将对中天科技未来经营业绩产生 积极影响。 长江商报记者发现，自2022年摆脱贸易业务，聚焦能源互联、信息通信两大主业后，中天科技的经营情 况大幅好转。近三年半，公司归属于母公司股东的净利润（以下简称"净利润"）累计超百亿元。 年内揽获71.27亿订单 中天科技稳健经营，持续获得大单。 中天科技10月16日发布的重大合同公告显示，近日，公司下属子公司中天科技海缆股份有限公司和中天 海洋系统有限公司陆续收到项目中标通知书或预中标公示，确认中标/预中标多个海洋系列项目。本次 中标/预中标项目金额合计约17.88亿元。 根据公告，在海洋能源领域，公司中标浙江海风某项目±500kV直流海陆缆项目（标段一）；预中标阳 江三山岛五、六海上风电场集中送出工程项目500kV海缆供货及敷设工程Ⅱ标段；中标渤中26-6油田开 发（二期）项目。在深海科 ...

Investment Rating - Maintain "Buy" rating for the industry [6] Core Insights - The power equipment industry is transitioning from "ultra-low price competition" to "structural correction," with significant price increases expected due to changes in export tax policies and supply-side reforms [16][17] - The report highlights three key areas of focus: supply-side reform leading to price increases, long-term growth opportunities from new technologies, and industrialization opportunities from perovskite solar cells [17] Summary by Sections 1. New Energy Generation 1.1 Photovoltaics - The photovoltaic industry is experiencing a critical shift, with expected global component price increases of approximately 9% starting Q4 2025 due to the cancellation of VAT rebates on solar cell exports [16][17] - Domestic component prices have entered an upward trend since July 2025, with N-type component average prices rising by about 3.6% from July to September 2025 [16][17] 1.2 Wind Power & Grid - A new VAT policy for offshore wind power will be implemented from November 2025, allowing a 50% VAT rebate on self-produced electricity, which is expected to accelerate offshore wind development [18][19] - The first project under Jiangsu's 14th Five-Year Plan for offshore wind has been approved, indicating a boost in offshore wind capacity [18][19] 1.3 Hydrogen & Energy Storage - Sinopec's first green hydrogen ammonia synthesis project has been initiated, with a planned hydrogen production capacity of 20,000 tons/year and ammonia production of at least 100,000 tons/year [23] - Energy storage project bidding prices for October 2025 range from 0.4118 to 0.6 CNY/Wh, indicating a competitive market [24][30] 2. New Energy Vehicles - The National Development and Reform Commission has issued a plan to double the charging infrastructure by 2027, aiming to build 28 million charging facilities to support over 80 million new energy vehicles [35][36] - The plan includes enhancing urban rapid charging networks and expanding charging facilities in rural areas [35][36]

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Views - The lithium hexafluorophosphate market is experiencing unexpected prosperity, and the supply-side reform in the photovoltaic sector is continuously advancing [1] - The report highlights significant improvements in the supply-demand dynamics of the lithium hexafluorophosphate market, with prices rising sharply due to the end of the oversupply situation [8] - The photovoltaic industry is seeing a notable recovery, with the average external price of granular silicon increasing by 27.9% quarter-on-quarter, indicating a positive trend in the sector [5] Summary by Relevant Sections Photovoltaics - The photovoltaic sector is in a "de-involution" phase, with significant effects from supply-side reforms. The average external price of granular silicon reached 42.12 RMB/kg, up 27.9% from Q2, while cash costs decreased by 4.5% [5] - The price of silicon materials has stabilized around 50 RMB/kg, and there are expectations for new policies to further support the industry [5] - Companies to watch include GCL-Poly Energy, Tongwei Co., and high-efficiency battery technology firms such as BAK Power, Aiko Solar, and LONGi Green Energy [5] Wind Power - The offshore wind sector is entering a bidding peak, with significant projects being approved and orders being won by companies like Orient Cable and Zhongtian Technology [6] - The onshore wind market remains robust, with a high level of bidding activity and increasing average prices for wind turbines [7] Energy Storage - Hebei Province has released a list of independent energy storage pilot projects totaling 13.82 GW/47.03 GWh, indicating a push for diverse energy storage technologies [7] - The SNEC ES+2025 International Energy Storage Exhibition showcased advancements in large-scale energy storage systems [7] Lithium Battery - Companies in the lithium battery supply chain are advancing solid-state battery technologies, with significant deliveries of semi-solid batteries reported [7] - The price of lithium hexafluorophosphate has surged over 20% in less than a month, reflecting a substantial improvement in the supply-demand balance [8] Power Equipment - The State Grid's fixed asset investment increased by 8.1% year-on-year, with expectations for continued growth in power infrastructure [9] - The first cross-grid electricity spot trading between Southern and State Grid marks a significant step towards a unified electricity market in China [10]

中天科技相关负责人向《证券日报》记者表示，公司始终紧抓海洋经济发展机遇。截至目前，公司已构 建海洋能源与信息传输领域"研发—制造—施工—运维"全产业链核心能力，形成了"技术纵深+全链服 务"的差异化竞争优势。未来，公司还将重点聚焦深海油气、深海采矿及深海防灾等新兴应用场景需 求，深度参与国家深海重大工程建设。 本报记者 曹卫新 随着国家海洋强国战略的深入推进与全球海洋资源开发需求的持续升温，我国海洋经济正呈现快速发展 态势，相关产业链企业持续收获国内外重大项目订单，展现出强劲的市场竞争力与产业成长性。 10月17日，江苏中天科技股份有限公司（以下简称"中天科技"）发布公告称，近日公司下属子公司中天 科技海缆股份有限公司和中天海洋系统有限公司陆续收到项目中标通知书或预中标公示，确认中标或预 中标多个海洋系列项目，合计金额约17.88亿元。 在海洋能源领域，中天科技中标浙江海风某项目±500kV直流海陆缆项目（标段一）、渤中26-6油田开 发（二期）项目，预中标阳江三山岛五、六海上风电场集中送出工程项目500kV海缆供货及敷设工程Ⅱ 标段；在深海科技领域，中天科技中标湖南科技大学深海钻机科研设备项目以及南海项目。 ...

证券代码：600522 证券简称：中天科技 公告编号：临 2025-066 江苏中天科技股份有限公司关于部分募投项目结项 并将节余募集资金用于新增募投项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ● 本次拟结项募投项目：大尺寸光纤预制棒智能化改造项目。 ● 剩余募集资金安排：节余募集资 29,022.18 万元（包含理财收益及银行 存款利息，实际金额以资金转出当日专户余额为准）用于新增募投项目"中天光 电绿色智慧线缆项目（一期建设项目）"。 ● 新项目预计正常投产并产生收益的时间：预计 2027 年 8 月 31 日达到预 定可使用状态，随着逐步投产并产生收益。 一、募集资金及募投项目基本情况 （一）募集资金基本情况 经中国证券监督管理委员会证监许可[2018]1626 号文《关于核准江苏中天 科技股份有限公司公开发行可转换公司债券的批复》核准，江苏中天科技股份有 限公司（以下简称"中天科技股份"或者"公司"）向社会公开发行面值总额 3,965,120,000.00 元可转换公司债券，期限 ...

高盛（中国）证券有限责任公司 关于江苏中天科技股份有限公司 部分募投项目结项并将节余募集资金用于新增募投项目之核查意见 高盛（中国）证券有限责任公司（以下简称"保荐机构"或"高盛中国"） 作为江苏中天科技股份有限公司（以下简称"中天科技股份"或"公司"）2019 年公开发行 A 股可转换公司债券（以下简称"本次发行"）的保荐机构，根据《证 券发行上市保荐业务管理办法》《上市公司募集资金监管规则》以及《上海证券 交易所上市公司自律监管指引第 1 号——规范运作》（以下简称"《上交所上市公 司自律指引第 1 号》"）等有关规定，对中天科技股份使用本次公开发行 A 股可 转换公司债券部分募集资金投资项目结项并将节余募集资金用于新增募投项目 事项进行了审慎核查，具体核查情况及结论如下： 一、募集资金及募投项目基本情况 （一）募集资金基本情况 经中国证券监督管理委员会证监许可[2018]1626 号文《关于核准江苏中天 科技股份有限公司公开发行可转换公司债券的批复》核准，江苏中天科技股份有 限公司（以下简称"中天科技股份"或者"公司"）向社会公开发行面值总额 3,965,120,000.00 元可转换公司债券，期限 6 ...

10月17日，中天科技跌5.05%，截至发稿，报16.92元/股，成交20.99亿元，换手率3.56%，总市值577.47 亿元。 截至发稿，姚晨飞累计任职时间2年26天，现任基金资产总规模31.8亿元，任职期间最佳基金回报 38.25%， 任职期间最差基金回报25.07%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，农银汇理基金旗下1只基金重仓中天科技。农银红利甄选混合A（021455）二季度持有股数 2.06万股，占基金净值比例为2.18%，位居第十大重仓股。根据测算，今日浮亏损失约1.85万元。 农银红利甄选混合A（021455）成立日期2024年8月2日，最新规模891.24万。今年以来收益23.82%，同 类排名3801/8160；近一年收益26%，同类排名3743/8021；成立以来收益25.9%。 农银红利甄选混合A（021455）基金经理为姚晨飞。 资料显示，江苏中天科技股份有限公司位于江苏省南通市经济技术开发区齐心路8 ...

Market Overview - The three major indices opened slightly lower, with the Shanghai Composite Index at 3912.04 points, down 0.11%, the Shenzhen Component at 13060.24 points, down 0.20%, and the ChiNext Index at 3026.40 points, down 0.36% [1] Economic and Trade Developments - The Chinese Ministry of Commerce expressed an open attitude towards equal consultations based on mutual respect regarding potential new trade talks with the U.S. [2] - The Ministry of Industry and Information Technology is promoting a nationwide "millisecond computing" network construction initiative, aiming for comprehensive coverage and efficiency by 2027 [2] - The U.S. is considering extending the suspension of tariffs on China in exchange for delaying rare earth export controls, with China reiterating its stance on these issues [2] - Chinese Commerce Minister Wang Wentao met with Apple CEO Tim Cook, discussing U.S.-China trade relations and encouraging Apple to deepen cooperation and investment in China [2] - TSMC noted strong demand for AI applications, exceeding previous expectations, and is working to enhance Cowos capacity by 2026 [2] Company Announcements - Oriental Cable announced winning contracts totaling 2.374 billion yuan for ±500kV DC sea-land cable products and construction projects [3] - Zhaofeng Co. signed a strategic cooperation framework agreement with Nuoan Robotics [3] - TBEA announced a subsidiary's plan to acquire a 74.19% stake in Shuguang Cable for 946 million yuan [3] - Zhongtian Technology reported winning multiple marine project contracts totaling approximately 1.788 billion yuan [3] - Huatian Technology plans to acquire 100% of Huayi Microelectronics [3] - ZhiGuang Electric intends to purchase all or part of ZhiGuang Energy's minority equity [3] - ChipLink Integration plans to increase capital by 1.8 billion yuan to its controlling subsidiary [3] - Shijia Photon reported a 728% year-on-year increase in net profit for the first three quarters [3] - Rongzhi Rixin expects a net profit increase of 871%-908% year-on-year for the first three quarters [3] - Guangsheng Nonferrous anticipates a net profit of 100 million to 130 million yuan for the first three quarters [3] Corporate Changes - Fuyao Glass announced that its actual controller, Cao Dewang, resigned as chairman, with his son, Cao Hui, elected as the new chairman [4] - YTO Express reported that its third-largest shareholder, Hangzhou Haoyue, plans to transfer up to 2% of the company's shares through block trading [4] - Tongfu Microelectronics' largest shareholder, Huada Group, plans to reduce its stake by no more than 1% [4] - Debang Technology's largest shareholder, the National Big Fund, reduced its holdings by 1.5173 million shares from September 29 to October 15 [4] Regulatory Issues - Hainan Huatie announced that it is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [5] U.S. Market Performance - The U.S. Senate failed to advance a temporary funding bill, increasing recession expectations [6] - U.S. stock indices closed lower, with the Dow down 0.65%, Nasdaq down 0.47%, and S&P 500 down 0.63% [7] Technology Developments - Apple is preparing to launch a new Mac computer featuring a touch screen, with the new MacBook Pro expected to include a touch display, a lighter body, and M6 series chips [8] - Oracle disclosed that its RPO has exceeded $500 billion, projecting $225 billion in revenue by fiscal year 2030, with adjusted earnings per share expected to reach $21 [9] Commodity Market - COMEX gold futures rose by 3.4% to $4344.3 per ounce, while COMEX silver futures increased by 3.99% to $53.43 per ounce, both reaching new closing highs [9] Market Sentiment - Zhongyuan Securities noted that the A-share market experienced slight fluctuations, with banking, automotive, communication equipment, and coal sectors performing well, while precious metals and wind power sectors lagged [10] - Dongguan Securities highlighted that the A-share market faced a pullback, with concerns over U.S. government "shutdown" increasing recession expectations [11]