李强指出，当前国际经贸格局正在发生深刻变化，单边主义、保护主义上升，各种 贸易投资壁垒增多，同时新一轮科技革命和产业变革正在深入推进，对企业来说有挑战 也有机遇。希望中资企业顺时应势、积极行动。要打造过硬品牌，加强前瞻布局，提 升"中国制造""中国创造"的全球竞争力。要深耕本地市场，为消费者提供更多畅销对路 的产品和服务，并以巴西为平台辐射更广阔的拉美市场，努力实现更大发展。要尊重当 地法律制度和文化习俗，依法合规开展经营，积极承担社会责任，努力塑造负责任、有 担当的中国企业形象。 与会企业代表表示，中资企业将立足自身优势和特点，加强合作，有效应对各类挑 战，坚持扎根当地，依法合规稳健经营，持续拓展金融、能源、农业、科技创新等领域 业务，维护海外中国企业良好形象，使中国同巴西等拉美国家建立更加紧密的经贸投资 关系，更好实现互利共赢。 当地时间7月8日，国务院总理李强在里约热内卢出席在巴西中资企业座谈会。新华 社记者 王晔 摄 新华社里约热内卢7月8日电 当地时间7月8日，国务院总理李强在里约热内卢出席在 巴西中资企业座谈会。中国银行、长城汽车、国家电网、金风科技、中粮集团、格力电 器、大华技术、中天科技等企业 ...

Group 1 - The core message emphasizes the increasing importance of Chinese enterprises' international operations and their contribution to domestic economic development, highlighting the resilience and potential of the Chinese economy in the face of external pressures [1] - Chinese enterprises are encouraged to enhance their global competitiveness by building strong brands, improving forward-looking strategies, and deepening local market engagement, particularly in Brazil and the broader Latin American market [2] - The government will provide better support and create a favorable environment for overseas Chinese enterprises through enhanced service mechanisms and policies in areas such as financial support, credit insurance, and safety guarantees [1][2] Group 2 - The current international economic landscape is characterized by rising unilateralism and protectionism, presenting both challenges and opportunities for enterprises [2] - Chinese enterprises are urged to comply with local laws and cultural practices while actively engaging in corporate social responsibility to foster a responsible corporate image [2] - Representatives from Chinese enterprises expressed commitment to leveraging their strengths, maintaining compliance, and expanding their business in sectors like finance, energy, agriculture, and technological innovation to strengthen economic ties with Brazil and other Latin American countries [2]

Group 1 - A total of 31 buy ratings were issued by institutions today, covering 20 stocks, with Yanjing Beer receiving the highest attention, garnering 8 buy ratings [1][2] - Among the stocks rated, 6 have an upside potential exceeding 20%, with Longxin General leading at 50.76% based on a target price of 19.96 yuan [1][2] - The average increase for stocks with buy ratings today was 2.13%, outperforming the Shanghai Composite Index, with notable gainers including Lexin Technology and Pengding Holdings [1][2] Group 2 - Seven stocks among those rated have released their half-year performance forecasts, with Lier Chemical expecting a net profit growth of 190.62%, followed by Zongshen Power and Longxin General with expected growths of 85.00% and 80.28% respectively [2] - The electronics sector is the most favored, with five stocks including Industrial Fulian and Allwinner Technology making the buy rating list, while machinery and basic chemicals also received attention with four and two stocks respectively [2][3] - The buy ratings include various institutions, with notable mentions such as Softcom Power and Yanjing Beer, which have received multiple buy ratings from different firms [3]

中天科技 20250707 摘要 中天科技上半年已获约 20 亿元 500 千伏海缆订单，受益于汕尾红海湾 和温州等地需求释放，预计 500 千伏订单占比将从 20%提升至 30%- 50%。同时，公司正积极参与欧洲、东南亚等地区的能源互联项目，有 望在未来一两年内实现国际高压项目突破。 江苏地区海缆订单规模约 20 亿元，预计主要在二、三季度确认收入。 去年四季度已开始交付，今年下半年预计将有三个新项目招标，进度超 预期。公司以最高价获得中国移动 25~206 月方案第一名份额，通信网 络板块需求虽未见拐点，但长期来看，数据传输流量需求稳固，未来几 年内该领域需求增长趋势明确。 中天科技重点关注欧洲、东南亚、中东油气田等海外市场，涉及海上风 电、能源互联及油气田相关项目。预计今年下半年或明年上半年，这些 区域可能出现显著突破，海外订单在公司整体业务中占比将显著提升。 500 千伏产品毛利率高于 220kV 和 66kV 产品，目前标价稳定。预计 今年整体毛利水平将保持稳定，并因高毛利率产品比例增加而有所改善。 自 2017 年起，中天科技开始国际部署，目前通信板块约 25%收入来自 截至 2025 年 4 ...

Investment Rating - Industry rating: Recommended [6] Core Insights - The GB300 is expected to start volume production in the second half of the year, with significant advancements in AI performance and capabilities [1][8] - The central government emphasizes high-quality development of the marine economy, with wind power generation rapidly increasing, accounting for over 12% of total power generation [2][10] - There is a strong growth in overseas AI demand, particularly from new enterprises, driving high capital expenditure in AI [3][14] Summary by Sections GB300 Launch - CoreWeave announced the first market delivery of the NVIDIA GB300 NVL72, featuring advanced AI performance with over exaflop capabilities and significant improvements in user response speed and throughput [1][8] Marine Economy Development - The central government is focusing on enhancing the marine economy through policy support and encouraging social capital participation, with wind power generation capacity rapidly increasing [2][10] Investment Recommendations - The report recommends focusing on the AI capital expenditure and related sectors, highlighting the growth potential in the optical module industry and PCB supply chain [3][14] - Specific beneficiary stocks include NewEase, Zhongji Xuchuang, and Tianfu Communication in the optical module sector, and China Telecom, China Mobile, and China Unicom in the telecommunications sector [3][16][17] - The marine economy sector is also highlighted, with companies like Zhongtian Technology and Hengtong Optic-Electric being potential beneficiaries [4][15]

证券代码：600522 证券简称：中天科技 公告编号：临 2025-045 江苏中天科技股份有限公司 关于第五期以集中竞价交易方式回购股份的进展公告 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法律责任。 | 回购方案首次披露日 | 2024/11/6，由董事会提议 | | --- | --- | | 回购方案实施期限 | 2024 年 11 月 6 日-2025 年 11 月 5 日 | | 预计回购金额 | 20,000万元-40,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 1,879.08万股 | | 累计已回购股数占总股本比例 | 0.5506% | | 累计已回购金额 | 25,229.12万元 | | 实际回购价格区间 | 12.60元/股-14.80元/股 | 重要内容提示： 一、回购股份的基本情况 2024 年 11 月 5 日，江苏中天科技股份有限公司（以下简称"公司"）召开第 八 ...

Group 1 - The company, Jiangsu Zhongtian Technology Co., Ltd., has announced that its wholly-owned subsidiary, Zhongtian Technology Submarine Cable Co., Ltd., has won multiple domestic and international marine energy project bids, with a total project value of approximately 1.722 billion RMB [1][2] - The projects include the supply and installation of 500kV submarine cables for the Sheneng Shanwei Honghai Bay offshore wind power project and the procurement of 220kV and 35kV fiber composite submarine cables for the Ningde Xiapu offshore wind farm [1][2] - The company has established itself as a leader in the ultra-high voltage submarine cable sector, having successfully bid for several significant projects, which enhances its market competitiveness and brand value in the global marine energy sector [2] Group 2 - The total project value of approximately 1.722 billion RMB represents about 3.58% of the company's audited revenue for the fiscal year 2024, indicating a positive impact on future operating performance [2] - The company plans to increase its R&D investment and focus on high-end, intelligent products to support the global energy transition, while also enhancing project delivery quality and operational service systems [2]

证券代码：600522 证券简称：中天科技 公告编号：临 2025-044 江苏中天科技股份有限公司 二、本次中标对公司的影响 中天科技海缆作为工信部认定的"制造业单项冠军示范企业"，深耕海底光 电缆技术二十余年，承制了我国数十个交流、直流海底电缆标志性示范工程，持 续突破超高压海缆尖端技术，服务于国家深海科技战略和全球能源转型升级。 深能汕尾红海湾六海上风电项目 500kV 海底电缆供货及敷设采购项目是粤 东红海湾系列项目的首次招标。公司已连续中标多个超高压海缆项目（中广核阳 江帆石二 500kV 交流海缆和南网阳江三山岛海上风电±500kV 直流海缆），不仅 标志着公司在超高压海缆领域的技术实力和市场竞争力，也为粤东地区后续超高 压海缆项目的跟进奠定了坚实基础。项目的实施将进一步提升公司在全球海洋能 源领域的品牌价值，为巩固国内外超高压海缆市场具有显著的推动作用。 本次中标/预中标的项目金额合计约 17.22 亿元人民币，占公司 2024 年度经 审计营业收入的 3.58%，对公司后续年度经营业绩将有积极影响。未来，公司将 持续加大研发投入，深耕海洋能源赛道，以高端化、智能化产品服务全球能源结 1 关于全 ...

Core Viewpoint - Zhongtian Technology (600522.SH) announced that its wholly-owned subsidiary, Zhongtian Technology Submarine Cable Co., Ltd., has won multiple bids for marine energy projects, totaling approximately 1.722 billion yuan [1] Group 1: Project Details - The company received bid notifications for several marine energy projects, including the 500kV submarine cable supply and installation for the Shenergy Shantou Honghaiwan offshore wind power project and the submarine cable procurement for the Ningde Xiapu offshore wind farm B area project [1] - Internationally, the company secured contracts for oil and gas projects in Saudi Arabia, Qatar, and the UAE, as well as a high-voltage power interconnection project in Brazil and an offshore wind project in Vietnam [1] Group 2: Financial Impact - The total value of the awarded projects is approximately 1.722 billion yuan, which is expected to enhance the company's brand value in the global marine energy sector and positively impact its operating performance in subsequent years [1]

Core Insights - Zhongtian Technology (600522) announced that its wholly-owned subsidiary, Zhongtian Technology Submarine Cable Co., Ltd., has received multiple bid notifications or pre-bid announcements for various marine energy projects, both domestically and internationally [1] Project Details - The company won the bid for the supply and laying of 500kV submarine cables for the Sheneng Shantou Honghaiwan No. 6 offshore wind power project [1] - The company also secured the bid for 220kV and 35kV fiber composite submarine cables and accessories, as well as power cables and accessories for the Ningde Xiapu offshore wind farm B zone project [1] - In the international market, Zhongtian Technology Submarine Cable has continuously won bids for oil and gas projects in Saudi Arabia, Qatar, and the UAE, as well as high-voltage power interconnection projects in Brazil and offshore wind power projects in Vietnam [1] Financial Impact - The total value of these projects amounts to approximately 1.722 billion yuan, which accounts for 3.58% of the company's audited operating income for the fiscal year 2024 [1]