4月24日中天科技发布2024年度分配预案，拟10派3元（含税），预计派现金额合计为10.19亿元。派现 额占净利润比例为35.92%，以该股2024年度成交均价计算，股息率为2.08%。这是公司上市以来，累计 第17次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2024.12.31 | 10派3元（含税） | 10.19 | 2.08 | | 2023.12.31 | 10派2.2元（含税） | 7.51 | 1.41 | | 2022.12.31 | 10派1元（含税） | 3.41 | 0.52 | | 2021.12.31 | 10派1元（含税） | 3.41 | 0.80 | | 2020.12.31 | 10派1元（含税） | 3.02 | 0.92 | | 2019.12.31 | 10派1元（含税） | 3.02 | 1.07 | | 2018.12.31 | 10派1元（含税） | 3.02 | 0.97 | | 2017.12.31 | 10派1元（含税） | 3.07 ...

中天科技（600522）公告，2024年营业收入为480.55亿元，同比增长6.63%；归属于上市公司股东的净 利润为28.38亿元，同比下降8.94%；基本每股收益为0.835元／股，同比下降8.54%。公司拟以2024年度 利润分配方案实施时股权登记日登记的总股本为基数，向全体股东每10股派发现金红利3元(含税)。 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [1]. Core Insights - The report highlights significant developments in the wind and solar sectors, including the commencement of China's first large-capacity floating wind turbine project and the termination of a major solar component procurement by China Power Construction [6][7]. - The Australian government's plan to subsidize home energy storage systems is expected to reduce initial costs for consumers and drive installation growth [7]. Summary by Sections Wind Power - The commencement of the 16MW floating wind turbine project by Three Gorges marks a significant milestone in China's offshore wind technology, addressing high costs through larger turbine capacities [11]. - The wind power index fell by 6.67%, underperforming the CSI 300 index by 3.80 percentage points, with a current PE_TTM valuation of approximately 18.89 times [12]. - Key companies to watch include Mingyang Smart Energy, Dongfang Cable, and Yaxing Anchor Chain, as the domestic offshore wind market shows upward momentum [7][16]. Solar Power - China Power Construction's termination of a 51GW solar component procurement reflects the impact of recent adjustments in renewable energy pricing policies, leading to uncertainty in project investment returns [6][7]. - The solar equipment index decreased by 9.56%, with the current PE_TTM valuation around 29.99 times [4]. - Companies of interest include Longi Green Energy and Tongwei Co., as the solar sector faces potential short-term demand weakness post-May 31 [7][16]. Energy Storage & Hydrogen - The Australian Labor Party's proposed AUD 2.3 billion subsidy for home energy storage systems aims to lower costs by 30%, potentially facilitating the installation of over 1 million new batteries by 2030 [7]. - The energy storage index dropped by 9.04%, with a current PE_TTM of 23.9 times, indicating a strong growth outlook for the sector [4]. - Key players in the energy storage market include Sungrow Power Supply and Shuneng Electric, while the hydrogen sector sees interest in companies like Huagong Huaneng and Yihua Tong [7][16].

Investment Rating - Industry Rating: Outperform the market (maintained rating) [5] Core Viewpoints - The AI industry is expected to remain a key investment theme for the year, with significant developments anticipated in AI models and applications, particularly with the upcoming release of GPT-4.1 and related technologies [2][10] - The report emphasizes the importance of the "AI + overseas expansion + satellite" investment opportunities, highlighting the potential in sectors such as optical modules, liquid cooling, and domestic computing power [19][20] - The government’s focus on deep-sea technology and the North Star satellite industry is seen as a catalyst for growth in these sectors [2][19] Summary by Sections 1. Artificial Intelligence and Digital Economy - Key recommendations include companies in optical modules and optical devices such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [3][23] - For switch server PCBs, recommended companies include Hudian Co., ZTE, and Unisplendour [3][23] - Emphasis on undervalued, high-dividend companies like China Mobile, China Telecom, and China Unicom [3][23] - AIDC and cooling solutions are highlighted with key recommendations for companies like Yingweike and Runze Technology [3][23] - AIGC applications and edge computing power are recommended for companies like Guohua Tong and Meige Intelligent [3][23] 2. Marine Wind and Submarine Cables - Key recommendations for marine wind and submarine cable companies include Hengtong Optic-Electric, Zhongtian Technology, and Dongfang Cable [4][24] - The report notes a recovery in overseas expansion and concentration on leading companies such as Huace Navigation and Weisheng Information [4][24] 3. Satellite Internet and Low-altitude Economy - The report highlights the acceleration of low-orbit satellites and the low-altitude economy, recommending companies like Huace Navigation and Haige Communication [5][25] - Suggested companies for attention include Chengchang Technology and Zhenlei Technology [5][25] 4. Recent Industry Dynamics - The AI industry is experiencing rapid advancements, with OpenAI's upcoming GPT-4.1 model expected to enhance multimodal reasoning capabilities [10][12] - The National Development and Reform Commission is seeking public opinion on the Satellite Navigation Regulations, which is expected to support the development of the Beidou satellite industry [13][14]

Group 1 - The company has recently won multiple marine energy project bids, with a total bid amount of approximately 24.99 billion RMB [1][3][4] - Domestic projects include contracts for underwater cables and related equipment for various wind power and energy projects, totaling around 19.19 billion RMB [1][4] - International projects include contracts for underwater cables in the Middle East, Vietnam, and Brazil, totaling approximately 5.80 billion RMB [2][4] Group 2 - The successful bids demonstrate the company's advanced technical capabilities and project management skills in the high-voltage submarine cable sector, contributing positively to its market competitiveness [4] - The total bid amount represents 5.55% of the company's audited revenue for 2023, indicating a significant impact on future operational performance [4] - The company plans to increase R&D investment and focus on the marine renewable energy sector, aiming to provide innovative solutions for global marine energy development [4]

江苏中天科技股份有限公司关于控股子公司 中标500kV交直流海缆等国内外重大项目的公告 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法律责任。 近日，江苏中天科技股份有限公司（以下简称"公司"）下属控股子公司陆 续收到《中标通知书》或签署项目合同，确认中标国内外多个海洋能源项目，现 将具体中标情况公告如下： 一、中标项目概况 1、国内项目 证券代码：600522 证券简称：中天科技 公告编号：临 2025-016 2、国外项目 中东油气项目，招标内容为低压和高压交流海底交流电缆及附件；越南高压 海缆项目，招标内容为 110kV 交流海底交流电缆及附件；巴西高压海缆及附件供 货项目(联合体)，招标内容为 138kV 交流海底光电复合缆及附件。以上项目中标 金额约 5.80 亿元。 综上，近期公司海洋能源项目中标金额共计 24.99 亿元。 二、本次中标对公司的影响 南方电网公司阳江三山岛海上风电柔直输电工程海底电缆及附件项目-包 1，招标内容为±500kV 直流海缆及附属设备；中广核阳江帆石二项目 EPC 总承 包工程 500kV 海缆 ...

Core Viewpoint - Zhongtian Technology (600522.SH) has recently received multiple winning bids and contract signings for various marine energy projects, indicating a positive outlook for the company's future performance [1] Group 1: Domestic Projects - The company has secured contracts for several domestic projects, including: - Southern Power Grid's Yangjiang Sanshan Island offshore wind flexible direct current transmission project for submarine cables and accessories - CGN's Yangjiang Fanshi No. 2 project EPC general contracting for 500kV submarine cable supply and laying project, Section I - China Resources Power's Cangnan No. 1 offshore wind power phase II expansion project [1] Group 2: International Projects - The company has also won contracts for international projects, including: - Middle East oil and gas projects - High-voltage submarine cable projects in Vietnam - High-voltage cable and accessory supply projects in Brazil [1] Group 3: Financial Impact - The total bid amount for these projects is 2.499 billion yuan, which accounts for 5.55% of the company's audited operating income for 2023, suggesting a positive impact on the company's future operating performance [1]

Group 1 - The company Zhongtian Technology (600522) announced that its subsidiaries have received multiple "Notice of Winning Bid" or signed project contracts, confirming bids for several marine energy projects both domestically and internationally, with a total bid amount of 2.499 billion yuan [1] - Domestic projects include the Southern Power Grid Company's Yangjiang Sanshan Island offshore wind power flexible direct current transmission project, the China General Nuclear Power Group's Yangjiang Fanshi No. 2 project EPC general contracting for the 500kV submarine cable supply and laying project, and the China Resources Power's Cangnan No. 1 offshore wind power phase II expansion project, with a total bid amount of approximately 1.919 billion yuan [1] - International projects include oil and gas projects in the Middle East, high-voltage submarine cable projects in Vietnam, and high-voltage submarine cable and accessory supply projects in Brazil, with a total bid amount of approximately 580 million yuan [1] - This bidding accounts for 5.55% of the company's audited operating income for the year 2023, which will have a positive impact on the company's operating performance in subsequent years [1]

4月7日，中天科技（600522）连续10个交易日下跌，区间累计跌幅-19.21%。江苏中天科技股份有限公司1992年起步于光纤通信,2002年迈入智能电网,2011年 布局新能源,2020年产品出口160个国家和地区,业务实现"一带一路"全覆盖。 财报显示，交银施罗德基金旗下2只基金进入中天科技前十大股东。其中交银精选混合去年四季度增持，交银新生活力灵活配置混合去年四季度增持。 其中，交银精选混合今年以来收益率-1.58%，同类排名3877(总4592)，交银新生活力灵活配置混合今年以来收益率-0.23%，同类排名1551(总2324)。 资料显示，交银施罗德基金管理有限公司成立于2005年8月，董事长为张宏良，总经理为谢卫。目前，交银施罗德基金共有3名股东，交通银行股份有限公司 持股65%、施罗德投资管理有限公司持股30%、中国国际海运集装箱（集团）股份有限公司持股5%。 简历显示，张雪蓉女士:中国国籍,上海交通大学金融学硕士、复旦大学金融学学士。2015年至2017任中金公司（601995）研究助理,2017至2020任华泰证券研 究员。2020年加入交银施罗德基金管理有限公司,历任行业分析师。2023 ...

Investment Rating - The industry rating is "Recommended" [5] Core Insights - The new energy vehicle industry is experiencing rapid growth, with significant increases in delivery and sales figures for various brands in March, including notable growth rates exceeding 20% for companies like BYD, NIO, and Li Auto. The overall market is expected to continue expanding due to factors such as improved supply, vehicle replacement policies, and the transition to smart electric vehicles [1][13][14] - The solar energy sector is poised for growth, driven by inventory and capacity reductions, with a focus on the structural opportunities in key materials and components. The report highlights the potential for price stabilization and recovery in the solar supply chain, particularly for silicon materials and innovative technologies like perovskite solar cells [26][27][28] - The offshore wind power sector is expected to see increased activity, with several key projects progressing in Guangdong and Shandong provinces. The report suggests that the domestic offshore wind market will benefit from ongoing project developments and rising demand for components like submarine cables and foundation piles [3][24][48] Summary by Sections 1. New Energy Vehicles - March saw strong performance in new energy vehicle deliveries, with brands like Xpeng and Li Auto showing significant year-on-year growth. The overall market is expected to benefit from favorable policies and technological advancements [1][13][14] - The lithium battery supply chain is anticipated to expand due to rising demand from energy storage and consumer electronics, with a focus on price stabilization and potential recovery in profitability for key players [14][17][19] 2. New Energy - The report notes short-term disruptions in silicon wafer production due to natural disasters, which may lead to price increases. However, long-term prospects remain positive for leading companies with strong technological and supply chain capabilities [2][22] - The solar energy market is expected to benefit from inventory and capacity adjustments, with a focus on the growth of perovskite technology and the potential for price recovery in silicon materials [26][27][28] 3. Wind Power - The offshore wind sector is highlighted as a key area for growth, with significant projects underway in Guangdong and Shandong. The report emphasizes the importance of domestic and international demand for components and the potential for increased profitability in the supply chain [3][24][48] - The report also discusses the expected recovery in onshore wind power pricing and the potential for domestic manufacturers to expand into international markets, driven by competitive advantages in technology and cost [52][54]