（文章来源：证券日报） 证券日报网讯东方电缆7月31日在互动平台回答投资者提问时表示，公司目前分为电力工程与装备线缆 （绿色输电设施）、海底电缆与高压电缆（电力新能源）、海洋装备与工程运维（深海科技）三大板 块；公司主要的客户为国家电网、南方电网、石化工程企业、轨道交通、重大基建工程企业等。 ...

证券代码：603606 证券简称：东方电缆 公告编号：2025-024 宁波东方电缆股份有限公司 关于董事会换届选举等相关事项的提示性公告 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。 宁波东方电缆股份有限公司（以下简称"公司"或"本公司"或"东 方电缆"）第六届董事会任期即将届满。为了顺利完成董事会的换届选举工 作（以下简称"本次换届选举"），根据《公司法》《宁波东方电缆股份有限 公司章程》（以下简称"《公司章程》"）等相关规定，现将与本次换届选举 相关的事项公告如下： 一、第七届董事会的组成 按照本公司现行《公司章程》的规定，公司第七届董事会将由 9 名董 事组成，其中独立董事 3 名，职工董事 1 名，董事任期三年，自公司相关 股东会选举通过之日起计算，至该届董事会任期届满时为止。 二、本次换届选举方式 根据《公司法》及《公司章程》的规定，本次换届选举采用累积投票 制，即股东会选举非独立董事或独立董事时，每一股份拥有与拟选非独立 董事或独立董事人数相同的表决权，股东拥有的表决权可以集中使用，也 可以分开使用（非独立董事 ...

Core Viewpoint - The company, Dongfang Cable, has a substantial order backlog amounting to approximately 18.9 billion yuan, indicating strong demand and capacity utilization [1] Summary by Categories Order Backlog - As of April 21, 2025, the company has an order backlog of about 18.9 billion yuan [1] - The backlog includes approximately 11.5 billion yuan in subsea cables and high-voltage cables [1] - The order backlog also consists of around 4.4 billion yuan in power engineering and equipment cables [1] - Additionally, there are about 3 billion yuan in marine equipment and engineering operation and maintenance orders [1] Capacity Utilization - The company reports that it has sufficient orders and is operating at full capacity [1]

2)项目成本降低：一方面，自2024年6月以来欧洲央行已实施八次降息，欧洲海风融资利率不断降低； 另一方面，随着供应链与技术愈加成熟，欧洲海风开发成本已从2010年的5418美元/kW降低至2023年的 3138美元/kW，平准化度电成本(LCOE)已从2010年的0.205美元/kWh降低至2023年的0.067美元/kWh。随 着项目融资、开发成本持续降低，开发商对欧洲海风项目投资意愿得到增强。 智通财经APP获悉，光大证券发布研报称，根据WindEurope，2024年欧洲海风新增装机量为2.6GW，预 计2030年将达到11.8GW。此前俄乌冲突曾引发欧洲天然气危机，当前向可再生能源转型已成为欧洲各 国的战略共识，发展海上风电的重要性持续提高；随着项目融资、开发成本持续降低，开发商对欧洲海 风项目投资意愿得到增强；此外，欧洲多个国家通过行政手段设立政策目标、改革项目拍卖制度等，持 续推动海风加速发展。欧洲海风景气度持续提高，未来随着需求不断释放，国内积极布局欧洲市场的海 风企业有望充分受益。 光大证券主要观点如下： 受益于战略地位提高、项目成本降低、政策驱动等，欧洲海风建设迎来加速 根据WindEur ...

Group 1 - As of July 30, a total of 118 stocks in the Shanghai and Shenzhen markets have experienced net buying by main funds for 5 consecutive days or more [1] - The stock with the longest consecutive net buying days is Juhe Materials, which has seen net buying for 13 trading days [1] - Other notable stocks with significant net buying days include Hetai Electromechanical, Dongfang Cable, Shenchi Electromechanical, Weili, Zongyi Shares, Xiangyi Rongtong, Zhongzhi Shares, Shanghai Yanpu, Yindu Shares, and Changyuan Electric Power, with 10, 10, 10, 9, 9, 9, 9, 9, 9, and 8 trading days of net buying respectively [1]

Investment Rating - The report maintains a "Buy" rating for several companies in the wind power sector, including Jin Feng Technology, Daikin Heavy Industries, and Yunda Co., Ltd. [1][4] Core Insights - The wind power sector has seen significant growth, with 51.39 GW of new wind power installations in the first half of 2025, representing a year-on-year increase of 98.88% compared to the same period in 2024 [2][27]. - The report highlights the rising prices of key raw materials, including medium-thick plates, rebar, and casting pig iron, which may impact overall costs in the industry [2][37]. - The report notes a shift in the market dynamics with the introduction of new pricing mechanisms for renewable energy in Liaoning Province, which could influence future project developments [2][13]. Summary by Sections 1. Industry Dynamics - Liaoning Province has released proposals for market-oriented pricing reforms for renewable energy, which include a mechanism price of 0.3749 yuan/kWh for existing projects [2][13]. - The wind power sector has experienced fluctuations in stock performance, with notable gains from companies like Shangwei New Materials and Electric Wind Power, while Jin Feng Technology and others faced declines [2][20]. 2. Wind Power Market Review - The wind power equipment index has a TTM price-to-earnings ratio of 32.75 and a market-to-book ratio of 1.67 [3][17]. - The report indicates that the wind power equipment sector underperformed compared to the broader market indices, with a weekly increase of only 1.24% [3][17]. 3. Macro Data and Wind Power Industry Tracking - The GDP for the first half of 2025 was reported at 66.05 trillion yuan, reflecting a growth of 5.3% year-on-year [3][28]. - The total electricity consumption in the first half of 2025 was 48,418 billion kWh, marking a 3.7% increase from the previous year [3][25]. 4. Investment Recommendations - The report suggests that with the acceleration of wind power construction in coastal provinces, the sector is expected to outperform the broader market [4].

Core Viewpoint - As of July 29, a total of 187 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Continuous Net Inflows - The stock with the longest continuous net inflow is Chunzong Technology, which has seen net buying for 15 consecutive trading days [1] - Other notable stocks with significant net inflow days include Yunnan Baiyao (14 days), Longqi Technology (13 days), and Huicheng Environmental Protection (12 days) [1] - Additional stocks with 12 days of net inflows include Intercontinental Oil & Gas, Daon Co., Chengdi Xiangjiang, and Gaoce Co., while Dongfang Cable has seen net inflows for 10 days [1]

据iFind统计，截至7月29日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国银行、聚和材料，均已连续12个交易日获净买入；连续获主力资金 净买入天数较多的还有华电国际、苏农银行、纽威股份、宇通客车、中控技术、东方电缆、神驰机电、 赛轮轮胎等股，分别获11个、11个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

金融界消息 截至2025年7月29日收盘，东方电缆（603606）报收于47.93元，下跌0.27%，换手率 1.17%，成交量8.05万手，成交金额3.84亿元。 资金流向方面，今日主力资金净流出1569.21万元，占比成交额4.09%。其中，超大单净流出3335.50万 元、占成交额8.68%，大单净流入1766.29万元、占成交额4.6%，中单净流出流入2418.21万元、占成交 额6.3%，小单净流出848.99万元、占成交额2.21%。 通过天眼查大数据分析，宁波东方电缆股份有限公司共对外投资了14家企业，参与招投标项目2819次， 知识产权方面有商标信息9条，专利信息340条，此外企业还拥有行政许可179个。 来源：金融界 东方电缆最新一期业绩显示，截至2025一季报，公司营业总收入21.47亿元、同比增长63.83%，归属净 利润2.81亿元，同比增长6.66%，扣非净利润2.74亿元，同比增长28.19%，流动比率2.015、速动比率 1.491、资产负债率40.82%。 天眼查商业履历信息显示，宁波东方电缆股份有限公司，成立于1998年，位于宁波市，是一家以从事电 气机械和器材制造业为主的企 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [2] Core Insights - The wind power sector is experiencing significant advancements, particularly with the launch of Goldwind's 16+ MW floating wind turbine, which is expected to accelerate the development of floating offshore wind technology globally [6][11] - The European solar photovoltaic (PV) market is projected to see a decline in demand in 2025, with a forecasted installation of 64.2 GW, marking a 1.4% decrease year-on-year, potentially the first negative growth since 2015 [6][7] - The report highlights the increasing uncertainty in domestic solar demand, with a notable decline in new installations and exports, emphasizing the need for supply-side reforms and new technologies as key investment opportunities [7] Summary by Sections Wind Power - Goldwind's 16+ MW floating wind turbine has been successfully launched, featuring a fully integrated water cooling system and 100% domestically sourced key components, capable of withstanding extreme weather conditions [6][11] - The wind power index rose by 3.21% during the week, outperforming the CSI 300 index by 1.52 percentage points, with a current overall PE ratio of 20.93 [5][12] Solar Power - The European Solar Power Association predicts a decline in EU solar demand, particularly in residential rooftop installations, due to a recovery from the energy crisis and delayed demand in traditional markets [6][7] - Domestic solar module exports saw a decrease of approximately 4% in the first five months of 2025, with a significant drop in new installations in June [7] Energy Storage & Hydrogen - The inverter export value from China increased by 8% in the first half of 2025, with Europe, Asia, and Latin America being the top markets [7] - The report suggests that there are promising opportunities in the overseas energy storage market, particularly for companies with competitive advantages in emerging markets [7] Investment Recommendations - For wind power, the report recommends focusing on domestic demand growth, profitability recovery, and advancements in floating wind technology, highlighting companies like Mingyang Smart Energy and Goldwind [7] - In solar power, it suggests monitoring structural opportunities within the industry, recommending companies such as Longi Green Energy and Aiko Solar [7] - For energy storage, it emphasizes the potential in non-U.S. markets and suggests companies like Sungrow Power Supply [7]