本资产评估报告依据中国资产评估准则编制 宁波东方电缆股份有限公司拟资产购入 所涉及的北仑区小港"云榭璞庭"小区 1#楼 32 套 商品房买卖合同（预售）权益价值 资产评估报告 银信评报字（2025）甬第 0214 号 浙江银信资产评估有限公司 2025 年 12 月 16 日 中国资产评估协会 资产评估业务报告备案回执 | 报告编码: | 3030080001202500268 | | | --- | --- | --- | | 合同编号: | 银信评约(2025) 南第0199号 | | | 报告类型: | 法定评估业务资产评估报告 | | | 报告文号: | 银信评报字(2025) 南第0214号 | | | 报告名称: | 宁波东方申缆股份有限公司拟资产购入所涉及的"云搬璞庭"楼 盘1#楼32套住宅房地产合同权益价值 | | | 评估结论: | 75,230,800.00元 | | | 评估报告日: | 2025年12月16日 | | | 评估机构名称: | 浙江银信资产评估有限公司 | | | 签名人员: | 张宇 (资产评估师) | 正式会员 编号:30220027 | | | 梁勇 (资产评估师) ...

关于对《关于宁波东方电缆股份有限公司 有关购买房产暨关联交易事项的监管工作函》 评估相关问题回复 问题 1. 关于关联交易定价的公允性及必要性 请公司:(1)结合同区域同类住宅新房近期成交价格、楼盘定位、楼层差 异及东方置业向其他非关联方销售价格等因素,量化分析本次交易单价定价的 合理性;(2) 补充披露评估机构浙江银信资产评估有限公司对本次交易评估报 告全文、评估关键因素和条件、过程及结论,并说明仅选取"市场法"评估的 原因及合理性: 回复: (1) 结合同区域同类住宅新房近期成交价格、楼盘定位、楼层差异及东方 置业向其他非关联方销售价格等因素,量化分析本次交易单价定价的合理性; A. 区域同类住宅新房 同区域住宅楼盘新房一共有 3个,分别为滨江天街 · 江与城楼盘、奥克斯悦 云庭楼盘及四方新家园。 浙江银信资产评估有限公司 1其中滨江天街 · 江与城楼盘: 地理位置:位于江南路与经六路交叉口,距评估对象所在小区约3公里,离 轨道交通6号线(在建)小港西站较近; 备案均价:经宁波市房产交易信息服务网发布该小区 2025年7月最新备案 均价为 20100.00 元/㎡,实际网签价不公示，故无法获取; 楼盘定位 ...

证券代码：603606 证券简称：东方电缆 公告编号：2026-003 重要内容提示： 交易简要内容：宁波东方电缆股份有限公司（以下简称"公司"）拟 与关联方宁波东方南苑置业有限公司（以下简称"东方南苑置业"）签订《浙 江省商品房买卖合同》（以下简称《买卖合同》），购买其拥有的坐落于北仑区 小港季景路北、渡口路西"云榭璞庭"楼盘 1#楼 32 套住宅，建筑面积共 4200.35 平方米，交易金额为人民币 7,329.9050 万元（含税价）。 《买卖合同》中约定，买受人应当在本协议生效之日起至 2025 年 12 月 30 日前支付该商品房全部价款，截止公告披露日，该交易暂未实施。结合"云 榭璞庭"项目目前建设进度，公司拟采用分期付款方式，首付款 50%，通过竣 工验收备案后支付 35%，取得不动产权证后支付 15%。同时，公司控股股东宁 波东方集团有限公司（以下简称"东方集团"）为本次交易出具银行履约保函。 本次关联交易购买房产为预售房，预计 2027 年 12 月 30 日前交付； 后续需竣工验收后，双方根据不动产权交易过户的规定办理房产登记等相关 手续后方能正式完成，本次关联交易尚存在不确定性。 一、关 ...

证券代码：603606 证券简称：东方电缆 公告编号：2026-002 宁波东方电缆股份有限公司关于上海证券交易所 对公司拟购买房产暨关联交易事项的监管工作函的回复公告 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""上市公司"或"东方电缆"） 于近期收到上海证券交易所上市公司管理一部下发的《关于宁波东方电缆股份有 限公司有关拟购买房产暨关联交易事项的监管工作函》（上证公函【2025】4078号） （以下简称"监管工作函"）。公司收到监管工作函后高度重视，积极组织相关部 门对监管工作函所涉及问题进行全面核实和分析，并对所列事项逐一复核落实， 现就监管工作函所列事项进行逐项回复并说明如下： 本回复的字体代表以下含义： | 字体 | 含义 | | --- | --- | | 黑体（加粗） | 监管工作函所列问题 | | 宋体 | 对监管工作函所列问题的回复及说明 | 注：本监管工作函回复中，若出现总数与各分项数值之和尾数不符的情况，均为四舍五入原因造成。 2025 年 12 月 20 ...

证券代码：603606 证券简称：东方电缆 公告编号：2026-001 宁波东方电缆股份有限公司 关于投资设立全资子公司及设立分公司的进展公告 近日，公司已完成两家公司的工商注册登记手续，并取得了 舟山市市场监督管理局自由贸易试验区分局和北京市东城区市场 监督管理局核发的《营业执照》，具体登记信息分别如下： （一）浙江深远海输电创新研发有限公司 1、统一社会信用代码：91330900MAK4F9K78N 2、类型：其他有限责任公司 3、住所：中国（浙江）自由贸易试验区舟山市嵊泗县马迹山 港区港航大楼304-506 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。 一、对外投资设立全资子公司及公司分公司概述 2025年12月19日，宁波东方电缆股份有限公司（以下简称"公 司"）第七届董事会第3次会议审议通过了《关于投资设立全资子 公司的议案》《关于设立北京分公司的议案》，同意公司在浙江省 舟山市嵊泗县投资设立浙江深远海输电创新研发有限公司，注册 资本人民币1,000万元；同时，根据公司经营发展需要设立北京分 公司。具体内容详见公 ...

法定代表人:项冠军 主管会计工作的负责人:华国大 | 编制单位 经波奈 广南苑置 北有限公司 | | | | 2025 年 11月 | 30 H | | 单位:元 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 行 次 | 年初级 | 期末数 | 负债和所有者权益 | 行次 | 年初数 | 期末数 | | | | | | (或股东权益) | | | | | 流动资产: | The first of the control | | | 流动负债: | | | | | 货币资金 | | 9, 652, 551. 22 | 40, 203, 637. 67 | 短期借款 | 35 | | | | 交易性金融资产 | 2 | | | 交易性金融负债 | 36 | | | | 应收票据 | 3 | | | 应付票据 | 37 | | | | 应收股利 | 4 | | | 应付账款 | 38 | 51, 341, 902. 29 | 2, 025, 347. 70 | | 应收利息 | 5 | | | 预收款项 | 39 | 36, 697. 25 | | ...

东方电缆公告称，2025年公司董事会审议通过议案，同意在浙江舟山嵊泗县投资设立浙江深远海输电创 新研发有限公司，注册资本1000万元，同时设立北京分公司。近日，两家公司完成工商注册登记。浙江 深远海输电创新研发有限公司法定代表人为林姚凯；北京分公司负责人为丁松。 ...

Investment Rating - The report maintains a positive outlook on the wind power industry, indicating a long-term growth trend driven by economic factors and increasing demand for renewable energy [6]. Core Insights - Global wind power demand is expected to maintain a long-term boom due to economic drivers and the increasing electrification needs, with projected global new installations of 167GW in 2025, a year-on-year increase of 34%, and 196GW in 2026, a year-on-year increase of 18% [2][13]. - Domestic wind power installations are anticipated to break the five-year planning cycle, with significant contributions from offshore wind, replacement projects, and green electricity connections, leading to continued growth [2][14]. - The overseas wind power market is projected to experience sustained demand growth, with a compound annual growth rate (CAGR) of 14% from 2025 to 2030, particularly in the European offshore wind sector, which is expected to grow at a CAGR of 32% [3][50]. Summary by Sections Economic Drivers of Global Wind Power Demand - The report highlights that the global wind power demand is expected to remain robust due to economic factors and the electrification trend, with specific forecasts for new installations in 2025 and 2026 [2][13]. - Domestic demand is supported by market reforms and initiatives such as "old-for-new" replacements and green electricity connections, with expectations of continued growth in installations [14][19]. Profitability and Investment Recommendations - The report suggests that the profitability of wind turbine manufacturers is set to improve, with a notable increase in the average bidding price for onshore wind turbines in 2025, which is expected to rise by approximately 11% [4][29]. - The report recommends focusing on three main investment lines: turbine manufacturers, offshore cable and foundation suppliers, and component manufacturers benefiting from domestic and international market opportunities [6][51]. Offshore Wind Market Dynamics - The report indicates that the European offshore wind market is poised for significant growth, with a recovery in project bidding expected in 2026 after a period of delays and cancellations [59][67]. - The report emphasizes the importance of policy adjustments in Europe that are likely to enhance project success rates and support continued demand growth in the offshore wind sector [59][61].

Core Viewpoint - Morgan Stanley reports a significant increase in solar wafer and battery prices by December 2025, primarily driven by rising costs of key materials such as polysilicon and silver paste, along with some influence from anti-involution policies [1] Group 1: Industry Insights - The establishment of a polysilicon industry consolidation platform is expected by early December 2025, with policy-driven industry consolidation anticipated to occur in 2026 [1] - The report indicates that the price increase in solar components is a result of both material cost pressures and regulatory influences [1] Group 2: Company Ratings - Morgan Stanley has assigned an "overweight" rating to GCL-Poly Energy and DAQO New Energy, indicating a positive outlook for these companies [1] - The report suggests that the stock price of Goldwind Technology may have risen excessively due to the IPO of Blue Arrow Aerospace [1] - In the upstream wind power sector, the report advises investors to shift their focus towards Oriental Cable [1]

Market Performance - The grid equipment sector increased by 1.94% compared to the previous trading day, with HeShun Electric leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Individual Stock Performance - HeShun Electric (300141) closed at 14.58, up 10.37%, with a trading volume of 605,600 shares and a transaction value of 921 million [1] - Sanbian Technology (002112) closed at 15.58, up 10.03%, with a trading volume of 435,200 shares and a transaction value of 670 million [1] - China West Electric (601179) closed at 10.59, up 9.97%, with a trading volume of 1,904,900 shares and a transaction value of 1.979 billion [1] - Other notable performers include Far East Holdings (600869) and Hangzhou Colin (688611), with increases of 9.97% and 9.64% respectively [1] Capital Flow Analysis - The grid equipment sector saw a net inflow of 1.154 billion in main funds, while retail investors experienced a net outflow of 373 million [2][3] - Major stocks like China West Electric and Sanbian Technology attracted significant main fund inflows of 653 million and 259 million respectively [3] - Conversely, retail investors withdrew from these stocks, indicating a divergence in investment behavior between institutional and retail investors [3]