12月2日早盘，福建本地股局部走高，平潭发展、榕基软件双双涨停，海峡创新涨超10%，漳州发 展、福龙马、厦工股份跟涨。 | SZ | | 平潭发展 | 12.51 | +10.03% | +1.14 | | --- | --- | --- | --- | --- | --- | | | | 000592 | | | | | SZ | | 榕基软件 | 12.30 | +10.02% | +1.12 | | | | 002474 | | | | | 创 | 4 | 海峡创新 | 18.01 | +10.76% | +1.75 | | | | 300300 | | | | | SZ | | 漳州发展 | 9.15 | +4.81% | +0.42 | | | | 000753 | | | | | ટાન | | 福龙马 | 28.80 | +4.01% | +1.11 | | | | 603686 | | | | | SH | | 厦工股份 | 4.09 | +2.76% | +0.11 | | | | 600815 | | | | ...

Core Viewpoint - Zhangzhou Development (000753) has received a government subsidy of 35 million yuan annually from 2025 to 2027, aimed at technology innovation and industrial empowerment, which is expected to positively impact the company's annual performance during the subsidy period [1]. Group 1: Stock Performance - As of December 1, 2025, Zhangzhou Development's stock closed at 8.73 yuan, up 1.51% from the previous trading day [1]. - The stock opened at 8.7 yuan, reached a high of 8.92 yuan, and a low of 8.59 yuan, with a trading volume of 9.3 billion yuan and a turnover rate of 10.78% [1]. Group 2: Government Subsidy - The company has received a document from the Zhangzhou Finance Bureau confirming the annual government subsidy of 35 million yuan for the years 2025 to 2027 [1]. - The subsidy is related to revenue and will have a positive impact on the company's annual performance during the subsidy period [1]. - The specific accounting treatment and timing of the funds' receipt are yet to be determined, pending audit confirmation [1].

证券代码：000753 证券简称：漳州发展 公告编号：2025-069 福建漳州发展股份有限公司 关于收到政府补助文件的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、获取补助的基本情况 公司收到漳州市财政局下发的政府补助相关文件，从 2025 年至 2027 年，每年补助公司 3,500 万元，专项用于科技创新与产业赋能 等方面。 福建漳州发展股份有限公司董事会 二〇二五年十二月二日 三、风险提示 上述补助的收款时间暂不确定，最终的会计处理及影响金额须以 会计师年度审计确认后的结果为准，敬请广大投资者注意投资风险。 四、备查文件 政府补助依据文件。 特此公告 二、补助的类型及其对公司的影响 公司根据《企业会计准则第 16 号-政府补助》的规定进行会计处 理，与资产相关的政府补助，是指企业取得的、用于购建或以其他方 式形成长期资产的政府补助；与收益相关的政府补助，是指除与资产 相关的政府补助之外的政府补助。本次收到文件所涉及的政府补助为 与收益相关，将对补助期年度业绩产生积极影响。公司将待实际收到 补助资金时及时履行信息披露义务。 ...

Core Viewpoint - Zhangzhou Development (SZ 000753) announced a government subsidy of 35 million yuan per year from 2025 to 2027, aimed at technology innovation and industrial empowerment [1] Group 1: Government Subsidy - The company will receive a total of 105 million yuan in subsidies over three years, specifically for technology innovation and industrial empowerment [1] - The timing of the subsidy receipt is currently uncertain, and the final accounting treatment will depend on the annual audit results [1] Group 2: Revenue Composition - For the first half of 2025, the revenue composition of Zhangzhou Development is as follows: water resource development accounts for 36.63%, new energy for 26.61%, fuel vehicle sales for 21.5%, smart technology for 8.36%, and other industries for 6.9% [1] Group 3: Market Capitalization - As of the report date, the market capitalization of Zhangzhou Development is 8.7 billion yuan [1]

证券之星消息，11月28日综合板块较上一交易日上涨0.43%，漳州发展领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。综合板块个股涨跌见下表： 从资金流向上来看，当日综合板块主力资金净流入1.53亿元，游资资金净流出916.97万元，散户资金净流 出1.44亿元。综合板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000753 漳州发展 | | 1.50 Z | 21.97% | -3942.80万 | -5.79% | -1.10 Z | -16.18% | | 000833 | 粤桂股份 | 1.09亿 | 10.56% | 3403.15万 | 3.29% | -1.43 Z | -13.85% | | 002758 浙农股份 | | 508.28万 | 8.07% | -655.21万 | -10.40% | 146.93万 ...

（文章来源：每日经济新闻） 每经AI快讯，11月28日，A股福建板块午后持续走强，海峡创新涨超10%，福建水泥、漳州发展涨停封 板，平潭发展、海通发展、厦门港务跟涨。 ...

Core Insights - Wind energy stands out among renewable energy sources due to its economic viability, rapid development, and strong commercialization potential [1][4] - The demand for wind energy cables is increasing significantly due to advancements in wind power technology, making it a rising star in the cable industry [1][6] - The market size of China's wind energy cable industry is projected to reach 47.4 billion yuan in 2024, representing a year-on-year increase of 41.0% [1][7] - The growth of the wind power sector is expected to drive further investments in offshore wind power, leading to increased demand for wind energy cables [1][7] Wind Energy Cable Industry Overview - Wind energy cables are designed for the unique environments of wind power generation systems, featuring high-pressure current capacity, high-temperature resistance, and durability against environmental factors [3][6] - The cables are categorized into onshore and offshore types, with specific requirements for each based on their application [3][6] Industry Development Background - The Chinese government has prioritized the development of renewable energy, particularly in wind energy, as outlined in various policy documents [4][5] - The increasing demand for wind energy cables is driven by the growth of wind power projects and advancements in technology [4][5] Industry Chain - The wind energy cable industry consists of upstream raw materials (copper, aluminum, polyethylene, PVC), midstream manufacturing, and downstream wind power applications [5][6] Current Industry Status - The cumulative installed capacity of wind power in China reached 580 million kilowatts by September 2025, with a year-on-year growth of 21.3% [6] - Wind energy cables play a crucial role in connecting various components of wind power systems and transmitting generated electricity to the grid [6][7] Competitive Landscape - The wind energy cable market has traditionally been dominated by established companies from Europe, the US, Japan, and South Korea, but Chinese companies are rapidly gaining market share [7][8] - Key domestic players include Zhongtian Technology, Hengtong Optic-Electric, and Oriental Cable, with notable advancements in technology and market presence [7][8] Industry Development Trends - The wind energy cable industry is expected to evolve towards higher performance, efficiency, and smart technology applications [11][12] - The market size is anticipated to continue growing rapidly due to increasing global emphasis on renewable energy and offshore wind power development [11][12] - Companies are likely to expand into overseas markets, leveraging technological advancements and addressing global demand gaps [12]

Core Viewpoint - Zhangzhou Development announced the nomination of candidates for its ninth board of directors, including both independent and non-independent directors [1] Group 1: Board Composition - The ninth board of directors will consist of 7 members, including 3 independent directors [1] - Candidates for non-independent directors include Chen Yijian, Yang Dunxu, Chen Honghui, and Zhang Guangyu [1] - Candidates for independent directors include Zhuang Ping, Mu Zhirong, and Zhang Pengdong, with Zhang Pengdong being a professional accountant [1]

Core Viewpoint - Zhangzhou Development (SZ 000753) announced the convening of its eighth temporary board meeting on November 25, 2025, to discuss the election of independent directors and other related documents [1] Financial Performance - For the first half of 2025, the revenue composition of Zhangzhou Development is as follows: water resource development and utilization accounted for 36.63%, new energy for 26.61%, fuel vehicle sales for 21.5%, smart technology for 8.36%, and other industries for 6.9% [1] Market Position - As of the report, Zhangzhou Development has a market capitalization of 8.1 billion yuan [1]

福建漳州发展股份有限公司 独立董事候选人声明与承诺 声明人庄平作为福建漳州发展股份有限公司第九届董事 会独立董事候选人，已充分了解并同意由提名人福建漳州发 展股份有限公司董事会提名为福建漳州发展股份有限公司（ 以下简称该公司）第九届董事会独立董事候选人。现公开声 明和保证，本人与该公司之间不存在任何影响本人独立性的 关系，且符合相关法律、行政法规、部门规章、规范性文件 和深圳证券交易所业务规则对独立董事候选人任职资格及独 立性的要求，具体声明并承诺如下事项： 一、本人已经通过福建漳州发展股份有限公司第八届 董事会提名委员会资格审查，提名人与本人不存在利害 关系或者其他可能影响独立履职情形的密切关系。 ☑ 是 □ 否 如否，请详细说明： 二、本人不存在《中华人民共和国公司法》第一百七 十八条等规定不得担任公司董事的情形。 ☑ 是 □ 否 如否，请详细说明： 三、本人符合中国证监会《上市公司独立董事管理办法 》和深圳证券交易所业务规则规定的独立董事任职资格 和条件。 ☑ 是 □ 否 如否，请详细说明： 四、本人符合该公司章程规定的独立董事任职条件。 ☑ 是 □ 否 如否，请详细说明： ☑ 是 □ 否 如否，请详细 ...