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]

Core Viewpoint - Ningbo Dongfang Cable Co., Ltd. and its subsidiary have recently won several significant bids for power cable and installation projects, which are expected to positively impact the company's future operating performance [1][3]. Group 1: Bid Overview - The company has been awarded contracts for various projects, including: - Framework procurement for 220kV AC power cables from Southern Power Grid Company [1] - Supply of 35kV and 220kV cables for the Tangshan Letin offshore wind farm project [1] - ±500kV DC submarine and land cables for a project by Zhejiang Haifeng New Energy Company [1] - Supply and installation of 500kV submarine cables for the Yangjiang Sanshan Island offshore wind farm project [1] - Additional contracts for 66kV submarine cables for various offshore wind projects [1]. Group 2: Financial Impact - The total value of the awarded projects is approximately 2.374 billion yuan, which accounts for 26.11% of the company's audited revenue for the fiscal year 2024 [2]. Group 3: Future Performance - The execution of these contracts is anticipated to have a positive effect on the company's future operating results, while maintaining the company's operational independence [3].

Core Viewpoint - Dongfang Cable (603606.SH) has announced that it and its wholly-owned subsidiary, Ningbo Haicable Research Institute Engineering Co., Ltd. (referred to as "Dongfang Haigong Institute"), have received multiple bid notifications, confirming their status as winning bidders for relevant projects, with a total project amount of approximately 2.374 billion yuan, accounting for 26.11% of the company's audited revenue for the fiscal year 2024 [1] Summary by Category - **Company Announcements** - Dongfang Cable and Dongfang Haigong Institute have been confirmed as winning bidders for several projects [1] - The total amount of the projects won is approximately 2.374 billion yuan [1] - **Financial Impact** - The projects won represent 26.11% of the company's audited revenue for the fiscal year 2024 [1]

Group 1 - The core point of the article is that Oriental Cable (603606.SH) has announced it and its wholly-owned subsidiary, Ningbo Marine Cable Research Institute, have received multiple winning bids, with a total project amount of approximately 2.374 billion yuan, which accounts for 26.11% of the company's audited revenue for the year 2024 [1] Group 2 - The total amount of the projects won by the company and its subsidiary is approximately 2.374 billion yuan [1] - The projects won represent a significant portion of the company's expected revenue for 2024, indicating strong business performance [1] - The announcement highlights the company's ongoing success in securing contracts within its industry [1]

Core Viewpoint - Dongfang Cable (603606) has recently announced that it and its wholly-owned subsidiary, Ningbo Haicable Research Institute Engineering Co., Ltd., have received multiple bid notifications, confirming their status as winning bidders for several projects [1] Group 1: Project Wins - The company has won bids for a total of 7 projects, including the framework procurement for the 2025 220kV AC power cable from Southern Power Grid and the procurement of 35kV and 220kV cables and accessories for the Tangshan Leting offshore wind farm Phase I project from China Electric Power Construction Group East China Institute [1] - The total value of the projects won amounts to approximately 2.374 billion yuan, which represents 26.11% of the company's audited operating revenue for the fiscal year 2024 [1]

Core Viewpoint - Dongfang Cable (603606.SH) and its wholly-owned subsidiary, Ningbo Haicable Research Institute Engineering Co., Ltd. (referred to as "Dongfang Haigong Institute"), have received multiple bid notifications, confirming their status as winning bidders for various projects totaling approximately 2.374 billion yuan, which represents 26.11% of the company's audited revenue for 2024 [1] Group 1: Project Wins - The company has secured contracts for power engineering and equipment cables, including a framework procurement for 220kV AC power cables from the Southern Power Grid Company for 2025 and cable procurement for the Tangshan Letin offshore wind farm project [1] - In the subsea and high-voltage cable sector, the company won bids for ±500kV DC submarine and land cables for a project by Zhejiang Haifeng New Energy Company, as well as multiple projects related to offshore wind farms [1] - The company also won contracts in marine equipment and engineering operations, including construction for the Southern Power Grid Company's offshore wind flexible direct current transmission project [1]

Core Viewpoint - The company, Dongfang Cable, has recently received multiple bid notifications confirming its status as the winning bidder for several projects, which will positively impact its future operating performance [1] Group 1: Project Details - The awarded projects include power engineering and equipment cables, submarine cables, high-voltage cables, and marine equipment and operational maintenance [1] - The total amount of the awarded projects is approximately 2.374 billion yuan, which accounts for 26.11% of the company's audited revenue for the fiscal year 2024 [1] Group 2: Impact on Company Performance - The successful bids are expected to have a positive effect on the company's future operating results [1] - The projects will not affect the company's operational independence [1]

Core Viewpoint - Dongfang Cable (603606.SH) and its wholly-owned subsidiary, Ningbo Haicable Research Institute Engineering Co., Ltd. (referred to as "Dongfang Haigong Institute"), have received multiple bid notifications, confirming their status as winning bidders for various projects totaling approximately 2.374 billion yuan, which accounts for 26.11% of the company's audited revenue for 2024 [1] Group 1: Project Wins - The company has secured bids for power engineering and equipment cables, including a framework procurement for 220kV AC power cables from the Southern Power Grid Company for 2025 and cable procurement for the Tangshan Letin offshore wind farm project [1] - In the subsea and high-voltage cable sector, the company won bids for ±500kV DC submarine and land cables for a project by Zhejiang Haifeng New Energy Company, as well as multiple projects related to offshore wind farms [1] - The company also won contracts in marine equipment and engineering operations, including construction for the Southern Power Grid Company's offshore wind flexible direct current transmission project [1]

证券代码：603606 证券简称：东方电缆 公告编号：2025-038 宁波东方电缆股份有限公司及子公司 关于中标海陆缆产品及敷设施工项目的提示性公告 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。 近期，宁波东方电缆股份有限公司（以下简称"公司"）及全 资子公司宁波海缆研究院工程有限公司（以下简称"东方海工院"） 陆续收到相关中标通知书，确认公司及东方海工院为相关项目中 标人，现将重大项目中标情况公告如下： 一、中标概况 （一）电力工程与装备线缆（绿色输电设施） 南方电网公司2025年220kV交流电力电缆新增批次框架采购； 中电建华东院山东公司唐山乐亭海上风电场一期工程35kV、 220kV电缆及附件采购项目； （二）海底电缆与高压电缆（电力新能源） 浙江海风新能源公司浙江海风某项目±500kV直流海陆缆（二 标段），中标±500kV直流海缆、直流陆缆； 中能建广东院阳江三山岛五、六海上风电场集中送出工程项 目EPC总承包，500kV海缆供货及敷设工程； 中交三航局嵊泗7#海上风电项目66kV海缆； （三）海洋装备与工程 ...

每经AI快讯，10月16日，东方电缆（603606）(603606.SH)公告称，公司及全资子公司东方海工院近期 陆续收到中标通知书，确认中标南方电网公司2025年220kV交流电力电缆新增批次框架采购、中电建华 东院山东公司唐山乐亭海上风电场一期工程35kV、220kV电缆及附件采购项目等多个项目，中标金额合 计约23.74亿元，占公司2024年度经审计营业收入的26.11%。 ...