Group 1 - The core point of the article is that Oriental Cable announced a board meeting to discuss a capital increase for its wholly-owned subsidiary, reflecting ongoing corporate governance and strategic planning [1] - For the fiscal year 2024, Oriental Cable's revenue composition is heavily weighted towards the electrical machinery and equipment manufacturing sector, which accounts for 99.89% of total revenue, indicating a strong focus on this core business area [1] - As of the report, Oriental Cable has a market capitalization of 45.5 billion yuan, highlighting its significant presence in the market [1] Group 2 - The article also mentions the broader context of the Chinese innovative drug market, noting that overseas licensing has generated $80 billion this year, which reflects the growing interest and investment in the biopharmaceutical sector [1] - A conversation with a partner from Chuangdong Investment highlights the contrast between the hot secondary market for biomedicine and the cooling fundraising environment in the primary market, indicating potential challenges for new investments in this sector [1]

格隆汇10月24日丨东方电缆(603606.SH)公布，公司第三季度实现营业收入30.66亿元，同比增长 16.55%；归属于上市公司股东的净利润4.41亿元，同比增长53.12%；归属于上市公司股东的扣除非经常 性损益的净利润4.4亿元，同比增长71.73%；基本每股收益0.64元。 ...

重要内容提示： https://roadshow.sseinfo.com/） 证券代码：603606 证券简称：东方电缆 公告编号：2025-041 宁波东方电缆股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 10 月 23 日（星期四）至 10 月 29 日（星期 三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 orient@oriecable.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 宁波东方电缆股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日发布公司 2025 年第三季度报告，为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 于 2025 年 10 月 30 日（星期四）13:00-14:45 举行 2025 年第三季度 业绩说明会，就投资者关心的问题进行交流。 一、 ...

证券代码：603606 证券简称：东方电缆 公告编号：2025-040 宁波东方电缆股份有限公司 关于对全资子公司广东东方海缆有限公司增资的公告 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： ● 增资标的：广东东方海缆有限公司 ● 增资方式及金额：以自有资金增资 30,000 万元人民币，增资完 成后注册资本金由 20,000 万元增加至 50,000 万元； ● 本次增资事项已经由宁波东方电缆股份有限公司（以下简称"公 司"或"东方电缆"）第七届董事会第 2 次会议审议通过。根据《上 海证券交易所股票上市规则》《上市公司重大资产重组管理办法》 上述事项无须提交股东会审议，也不构成关联交易和重大资产重组。 ● 风险提示：具体项目建设及经营过程中可能面临的国家政策导 向、市场经济趋势及资源市场变化等因素都将影响公司本次对外投资 效益。本次投资不会对公司财务状况及生产经营造成不利影响。 一、增资事项概述 （一）基本情况 公司全资子公司广东东方海缆有限公司（以下简称"子公司"或 "广东东方"）已于2025年建成投 ...

宁波东方电缆股份有限公司 第七届董事会第2次会议决议 2025 年 10 月 24 日,宁波东方电缆股份有限公司(下称"公司" )第七届董 事会在公司会议室召开第 2 次会议,会议应出席董事 9 人,实到董事 9 人,会议 的召集符合《中华人民共和国公司法》及公司章程的规定。会议由夏崇耀先生主 持,审议并决议如下: 一 、9 票同意、0 票反对、0 票弃权通过了公司《2025年第三季度报告》; 二 、9 票同意、0 票反对、0 票弃权通过了公司《关于对全资子公司增资的议 案》; (以下无正文,为签字页) (本页无正文，为宁波东方电缆股份有限公司第七届董事会第 2 次会议决议董事 签字页) 乐君杰 董事签字: 夏崇耀 生 柯 杨黎明 夏 峰 陈 虹 黄惠琴 徐立华 2080 ER 斌 ...

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2次会议于2025年10月24日在公司会议室以现场结合通讯的方式召 开，会议由董事长夏崇耀先生主持。本次董事会应参加表决的董事9 人，实际参与表决董事9人。本次董事会会议的召开符合《公司法》 与《公司章程》的规定。公司部分高级管理人员列席了会议，本次会 议审议通过两项议案。 二、 董事会会议审议情况 （一）审议通过了公司《2025年第三季度报告》； 证券代码：603606 证券简称：东方电缆 公告编号：2025-039 宁波东方电缆股份有限公司 第七届董事会第2次会议决议公告 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。 一、董事会会议召开情况 表决结果：同意9票，反对0票，弃权0票。 具体详见上海证券交易所网站 www.sse.com.cn《关于对全资子公 司广东东方海缆有限公司增资的公告》，公告编号：2025-040。 特此公告。 宁波东方电缆股份有限公司董事会 二〇二五年十月二十五日 具体详见上海证券交易所网站 www.sse.com.cn《2025 年第三 ...

Financial Performance - The company's operating revenue for the third quarter reached CNY 3,065,970,750.30, representing a year-on-year increase of 16.55%[4] - The total profit for the quarter was CNY 513,869,000.69, reflecting a significant increase of 51.19% compared to the same period last year[4] - The net profit attributable to shareholders was CNY 441,009,034.75, up 53.12% year-on-year, while the net profit excluding non-recurring gains and losses increased by 71.73%[4] - The basic earnings per share for the quarter were CNY 0.64, an increase of 52.38% compared to the previous year[5] - The company achieved operating revenue of approximately CNY 3.066 billion and a net profit attributable to shareholders of about CNY 441 million, representing a year-on-year growth of 53.12%[13] - For the period from January to September 2025, the company reported cumulative operating revenue of approximately CNY 7.438 billion, an increase of 11.20% year-on-year[13] - Total operating revenue for the first three quarters of 2025 reached ¥7,498,249,514.52, an increase of 11.94% compared to ¥6,698,764,812.22 in the same period of 2024[20] - Net profit for the first three quarters of 2025 was ¥913,972,019.61, a slight decrease of 1.54% from ¥932,116,936.42 in 2024[21] - The company reported a total profit of ¥1,055,902,795.24 for the first three quarters of 2025, down from ¥1,084,651,248.64 in 2024[21] Revenue and Order Backlog - The revenue from high-value-added submarine cables grew significantly, with total revenue from submarine and high-voltage cables reaching CNY 3.549 billion, a year-on-year increase of 35.8%[9] - The company has a backlog of orders amounting to approximately CNY 19.551 billion as of October 23, 2025, with significant contributions from power engineering and equipment cables at CNY 3.886 billion and submarine cables at CNY 11.737 billion[13] Assets and Liabilities - Total assets at the end of the reporting period amounted to CNY 13,973,963,880.34, marking a 14.78% increase from the end of the previous year[5] - The total assets and shareholders' equity amounted to ¥13,973,963,880.34 and ¥7,666,874,406.96 respectively, showing growth from ¥12,174,317,850.18 and ¥6,861,700,414.06 in the previous year[22] - The company’s non-current assets totaled CNY 3.915 billion, up from CNY 3.654 billion year-on-year[15] - The company reported a decrease in accounts payable to CNY 954.92 million from CNY 1.205 billion year-on-year[16] - The company’s inventory increased significantly to CNY 3.627 billion from CNY 1.834 billion year-on-year[15] - The company reported total liabilities amounted to CNY 6.307 billion, an increase from CNY 5.313 billion in the previous year[16] Cash Flow - The company reported cash flows from operating activities of CNY 323,053,765.17 for the year-to-date, reflecting a growth of 13.35%[5] - The net cash flow from operating activities for the first three quarters of 2025 was ¥323,053,765.17, compared to ¥285,007,583.50 in 2024, reflecting an increase of 13.33%[24] - The company received cash from sales of goods and services amounting to ¥7,619,398,809.09 in the first three quarters of 2025, an increase from ¥5,993,160,650.15 in 2024[24] - Cash outflow from investment activities totaled approximately $556.27 million, compared to $530.05 million in the previous period, resulting in a net cash flow from investment activities of -$556.24 million, up from -$460.08 million[25] - Cash inflow from financing activities was $304.19 million, a significant decrease from $764.82 million in the prior period, leading to a net cash flow from financing activities of -$675.17 million, compared to -$138.96 million previously[25] - The net increase in cash and cash equivalents was -$896.44 million, compared to -$321.50 million in the previous period, resulting in an ending cash balance of approximately $1.58 billion[25] Shareholder Information - The equity attributable to shareholders was CNY 7,666,874,406.96, which is an increase of 11.73% compared to the previous year[5] - The total number of ordinary shareholders at the end of the reporting period was 28,793[10] - The largest shareholder, Ningbo Dongfang Group Co., Ltd., holds 31.63% of the shares, totaling 217,524,444 shares[11] Research and Development - Research and development expenses for the first three quarters of 2025 were ¥240,938,522.99, slightly up from ¥237,204,584.26 in 2024[20] Other Comprehensive Income - Other comprehensive income after tax for the first three quarters of 2025 was ¥211,393,653.86, significantly higher than ¥80,822,487.75 in 2024[21] Accounting Changes - The company is set to implement new accounting standards starting in 2025, which may affect the financial statements[26]

Core Viewpoint - The company reported a significant increase in revenue and net profit for the third quarter, indicating strong performance despite a slight decline in net profit for the first three quarters of the year [1] Financial Performance - Q3 revenue reached 3.066 billion yuan, representing a year-on-year growth of 16.55% [1] - Q3 net profit was 441 million yuan, showing a year-on-year increase of 53.12% [1] - Revenue for the first three quarters totaled 7.498 billion yuan, reflecting a year-on-year growth of 11.93% [1] - Net profit for the first three quarters was 914 million yuan, which is a year-on-year decline of 1.95% [1]

Core Viewpoint - Oriental Cable reported a significant increase in net profit for Q3 2025, driven by growth in high-value subsea cable revenue [1] Financial Performance - The company achieved an operating revenue of 3.066 billion yuan, representing a year-on-year increase of 16.56% [1] - Net profit attributable to shareholders reached 441 million yuan, marking a year-on-year growth of 53.12% [1] - Revenue from subsea cables and high-voltage cables amounted to 3.549 billion yuan, reflecting a year-on-year increase of 35.8% [1] Order Backlog - As of October 23, 2025, the company had an order backlog of approximately 19.551 billion yuan [1] - The order backlog includes 3.886 billion yuan for power engineering and equipment cables, 11.737 billion yuan for subsea and high-voltage cables, and 3.928 billion yuan for marine equipment and engineering operations [1]

Summary of Key Points Core Viewpoint - Dongfang Cable's stock performance shows a slight increase, with significant financing activity indicating investor interest despite a decrease in net profit year-over-year [1][2]. Group 1: Stock Performance and Financing - On October 22, Dongfang Cable's stock rose by 1.02%, with a trading volume of 5.25 billion yuan [1]. - The financing buy-in amount for Dongfang Cable on the same day was 48.36 million yuan, while the financing repayment was 20.67 million yuan, resulting in a net financing buy-in of 27.69 million yuan [1]. - As of October 22, the total financing and securities lending balance for Dongfang Cable was 359 million yuan, with the financing balance at 355 million yuan, representing 0.78% of the circulating market value, which is below the 50th percentile level over the past year [1]. Group 2: Shareholder and Financial Data - As of June 30, the number of shareholders for Dongfang Cable was 36,100, a decrease of 31.73% from the previous period, while the average circulating shares per person increased by 46.48% to 19,055 shares [2]. - For the first half of 2025, Dongfang Cable reported a revenue of 4.432 billion yuan, reflecting a year-over-year growth of 8.95%, but the net profit attributable to shareholders decreased by 26.57% to 473 million yuan [2]. Group 3: Dividend and Institutional Holdings - Since its A-share listing, Dongfang Cable has distributed a total of 1.377 billion yuan in dividends, with 790 million yuan distributed over the past three years [3]. - As of June 30, 2025, among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 41.89 million shares, an increase of 8.32 million shares from the previous period [3].