证券代码：600522 证券简称：中天科技 公告编号：临2025-063 江苏中天科技股份有限公司 关于调剂2025年度部分控股子公司担保额度的公告 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法律责任。 重要内容提示： ● 担保对象及基本情况 （一）担保的基本情况 为满足控股子公司生产经营业务发展需要，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"）拟为其提供担保。根据《上市公司监管指引第8号一一上市公司资金往来、对外担保的监 管要求》《上海证券交易所上市公司自律监管指引第1号一一规范运作》等规章制度，公司拟在原审批 的额度基础上对部分控股子公司调增担保金额人民币150,000万元，调减担保金额人民币150,000万元， 较调剂前担保总额未发生变化。 （二）内部决策程序 公司第八届董事会第三十二次会议和2024年年度股东大会审议通过了《关于2025年度预计对外担保额度 的议案》，具体内容详见2025年4月25日刊登在《中国证券报》《上海证券报》《证券时报》及上海证 券交易所网站www.sse.com.cn的《江苏中天 ...

Group 1 - The core viewpoint of the article highlights that Zhongtian Technology is the most mentioned A-share superconducting concept stock, with 19 institutional reports recommending it positively [1] - Zhongtian Technology's subsidiary, Zhongtian Superconducting, has established an advanced superconducting technology R&D base in China, providing various superconducting solutions including superconducting magnets, current limiters, cables, transformers, and motors [1] - Other notable superconducting concept stocks with high institutional ratings include Western Superconducting, Zhongtung High-tech, Bowei Alloy, Zhongfu Industrial, and Guangda Special Materials [1] Group 2 - As of September 26, 2023, eight superconducting concept stocks have seen net financing purchases exceeding 100 million yuan since September, including Wolong Nuclear Materials, Shanghai Electric, Yongding Co., Zhongtian Technology, and Western Superconducting [1]

Investment Rating - The report rates the wind power industry as "Overweight," indicating that it is expected to outperform the overall market [9]. Core Insights - The wind turbine bidding prices are on the rise, leading to a comprehensive recovery in the sector. The average bidding price for wind turbine units in June 2025 was 1,616 RMB/kW, reflecting a year-on-year increase of approximately 10.3%. This price increase is anticipated to significantly enhance profit margins in the main machine segment as high-priced orders enter the delivery phase [3]. - The upcoming "14th Five-Year Plan" for marine economic development is expected to boost domestic offshore wind expectations. Global interest rate cuts are accelerating offshore wind construction in Europe, with an expected installed capacity of 8.7 GW in 2026, representing a year-on-year growth of 107%. The market is likely to adjust its valuation as expectations for profit elasticity in the main machine segment are realized [3]. - Investment recommendations focus on companies benefiting from price increases and strong profit elasticity, including Goldwind Technology, Yunda Co., SANY Renewable Energy, and Dongfang Cable. Additionally, companies with scarce capacity and significant expectation gaps, such as Jinlei Co., and those with strong growth logic in pure offshore wind, like Haili Wind Power, are highlighted [3]. Summary by Sections Wind Power Equipment - The wind power industry is experiencing a recovery phase with increasing bidding prices for wind turbines, which is expected to lead to higher profitability for manufacturers [3]. - The report emphasizes the importance of the upcoming marine economic development plan and its potential impact on offshore wind capacity growth [3]. Key Companies and Valuations - The report includes a valuation table for key companies in the wind power sector, detailing their market capitalization, projected net profits, and price-to-earnings ratios for 2024 to 2026 [5]. - Notable companies mentioned include Dongfang Cable, Zhongtian Technology, Haili Wind Power, and Goldwind Technology, among others, with varying projected growth rates and valuations [5].

Investment Rating - The report rates the wind power industry as "Overweight" indicating a positive outlook for the sector [3][10]. Core Insights - Wind turbine bidding prices are on the rise, with the average bidding price for wind turbine units reaching 1,616 RMB/kW in June 2025, a year-on-year increase of approximately 10.3%, which is expected to significantly enhance profit margins for manufacturers [3]. - The anticipated growth in offshore wind capacity, projected to reach 8.7 GW in 2026 (a year-on-year increase of 107%), is expected to drive a valuation shift in the sector, particularly as market expectations for profit elasticity in turbine manufacturing strengthen [3]. - Key investment recommendations include focusing on companies benefiting from price increases and strong profit elasticity, such as Goldwind Technology, Yunda Co., Sany Heavy Energy, and Dongfang Cable, as well as companies with scarce capacity and significant growth potential like Jinlei Co. and Haili Wind Power [3]. Summary by Sections Wind Power Equipment - The wind power equipment sector is experiencing a recovery phase with increasing bidding prices and profit potential [3]. - The establishment of industry self-regulation mechanisms is contributing to the positive price trend [3]. Market Expectations - The report highlights the synchronization of domestic and global offshore wind expectations, which is likely to enhance market sentiment and valuation for the sector [3]. - The report anticipates that the upcoming quarterly disclosures will further bolster market expectations regarding profit elasticity [3]. Key Companies - The report identifies several key companies for investment consideration, including: - Goldwind Technology - Yunda Co. - Sany Heavy Energy - Dongfang Cable - Jinlei Co. - Haili Wind Power - Other notable mentions include Dajin Heavy Industry, Zhongtian Technology, and Guoda Special Materials [3].

Market Performance - On September 29, the communication equipment sector rose by 1.31%, with Sanwang Communication leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Individual Stock Performance - Notable performers included: - Sanwang Communication (688618) with a closing price of 26.97, up 7.11% on a trading volume of 33,500 shares [1] - Kunheng Shunwei (688283) closed at 33.49, up 6.69% with a volume of 29,500 shares [1] - Youfang Technology (651889) at 71.85, up 6.65% with a volume of 75,400 shares [1] - Other significant gainers included Shijia Technology (002796), ST Jinglun (600355), and Guangku Technology (300620) [1] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 1.666 billion yuan from institutional investors and 153 million yuan from speculative funds, while retail investors saw a net inflow of 1.819 billion yuan [2] - Key stocks with significant capital flow included: - New Yisheng (300502) with a net inflow of 500 million yuan from institutional investors, but a net outflow of 322 million yuan from speculative funds [2] - Other stocks like Guangku Technology (300620) and Dekeli (688205) also showed mixed capital flows [2]

证券代码：600522 证券简称：中天科技 公告编号：临 2025-063 江苏中天科技股份有限公司 关于调剂 2025 年度部分控股子公司担保额度的公告 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法律责任。 重要内容提示： 担保对象 被担保人名称 立洋海洋工程有限公司 本次担保金额 35,000 万元 实际为其提供的担保余额 0 万元 是否在前期预计额度内 是 □否 □不适用：_________ 本次担保是否有反担保 □是 否 □不适用：_________ 担保对象 被担保人名称 重庆长秦汽车配件有限公司 本次担保金额 115,000 万元 实际为其提供的担保余额 0 万元 是否在前期预计额度内 是 □否 □不适用：_________ 本次担保是否有反担保 □是 否 □不适用：_________ 担保对象及基本情况 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至 8 月 31 日上市公司及其控股子公司对外担保总额（万元） | 1,107,963.35 | | 对外担保总额占上市公 ...

Group 1 - The core viewpoint of the article highlights the strong performance of stocks related to Moer Thread, with significant price increases observed in several companies following the news of Moer Thread's IPO approval [1] - Moer Thread's IPO application was approved by the Shanghai Stock Exchange's Science and Technology Innovation Board, with the review process taking only 88 days from acceptance to approval [1] - The company plans to raise 8 billion yuan through the IPO, which will be allocated to the development of new generation self-controlled AI training and inference integrated chips, graphics chips, and AI SoC chips [1] Group 2 - Moer Thread has already mass-produced five types of chips, establishing a product matrix that covers AI computing, high-performance computing, and graphics rendering [1] - The company has completed the layout of a full-stack AI product line, encompassing "cloud-edge-end" solutions [1]

来自哈尔滨工程大学外国语学院2024届毕业生冯德燕，目前就职于南通中天科技（600522）海缆股份有 限公司海外部。她作为哈工程在通就业创业代表分享了来通后的感受："南通引才诚意满满，本科、硕 士、博士都能享受到相应层次的政策补贴，这为我个人的发展提供了有力保障。"她在工作中跨界参与 多个项目，不断拓展专业能力的边界，已快速成长为企业的骨干力量。 本次活动还邀请到东北林业大学、黑龙江大学、哈尔滨商业大学等十余所重点合作高校的师生代表参与 交流，共商合作机遇。哈尔滨石油学院党委副书记宁晶介绍:"自2021年以来，我校已累计向南通输送了 700多名学生前往中天科技、中天钢铁、惠生清洁、嘉通能源等多家重点企业开展专业实习，目前已有 约40%的实习生选择留在南通、扎根发展。"她表示："衷心感谢南通人社部门为学生实习和就业搭建的 对接桥梁，学校将持续推进与南通的深度合作，积极走访开拓更多合作机会，为南通高质量发展输送更 多高素质应用型人才。" 9月25日下午，"南通号"引才专列携1200余个优质岗位从长江之畔驶向松花江岸，举行2025市领导进校 园暨哈尔滨工程大学"南通日"活动，向黑龙江地区高校的优秀毕业生发出诚挚邀请 ...

截至发稿，吴文明累计任职时间8年198天，现任基金资产总规模27.33亿元，任职期间最佳基金回报 30.3%， 任职期间最差基金回报0.25%。 郭利燕累计任职时间157天，现任基金资产总规模3.71亿元，任职期间最佳基金回报5.3%， 任职期间最 差基金回报1.58%。 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，华安基金旗下1只基金重仓中天科技。华安招裕一年持有混合A（016863）二季度增持4200 股，持有股数4.09万股，占基金净值比例为0.32%，位居第三大重仓股。根据测算，今日浮盈赚取约 2454元。连续5天上涨期间浮盈赚取6.22万元。 华安招裕一年持有混合A（016863）成立日期2023年3月28日，最新规模9305.48万。今年以来收益 5.75%，同类排名6566/8171；近一年收益8.06%，同类排名6967/8004；成立以来收益10.36%。 华安招裕一年持有混合A（016863）基金经理为吴文明、郭利燕。 ...

9月26日，中天科技涨0.33%，截至发稿，报18.26元/股，成交32.64亿元，换手率5.17%，总市值623.20 亿元。中天科技股价已经连续5天上涨，区间累计涨幅9.08%。 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88号，成立日期1996年 2月9日，上市日期2002年10月24日，公司主营业务涉及通信、电力、海洋、新能源、新材料等领域产品 的生产与销售,及有色金属贸易等经营活动。主营业务收入构成为：电网建设41.17%，铜产品17.44%， 光通信及网络16.84%，新能源14.57%，海洋系列7.58%，其他1.39%，其他(补充)1.00%。 从基金十大重仓股角度 数据显示，鹏扬基金旗下1只基金重仓中天科技。鹏扬景欣混合A（005664）二季度持有股数5.08万股， 占基金净值比例为0.35%，位居第八大重仓股。根据测算，今日浮盈赚取约3048元。连续5天上涨期间 浮盈赚取7.72万元。 鹏扬景欣混合A（005664）成立日期2018年5月10日，最新规模1.72亿。今年以来收益3.44%，同类排名 7101/8171；近一年收益7.4%，同类排名7076/800 ...