2月24日，东方铁塔涨2.49%，成交额3.63亿元。两融数据显示，当日东方铁塔获融资买入额2253.85万 元，融资偿还1972.79万元，融资净买入281.06万元。截至2月24日，东方铁塔融资融券余额合计3.32亿 元。 机构持仓方面，截止2025年9月30日，东方铁塔十大流通股东中，广发价值核心混合A（010377）位居 第四大流通股东，持股2237.43万股，为新进股东。香港中央结算有限公司位居第九大流通股东，持股 1072.15万股，相比上期减少383.82万股。中欧时代先锋股票A（001938）、中欧新蓝筹混合A （166002）、中欧新趋势混合(LOF)A（166001）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，青岛东方铁塔股份有限公司位于山东省青岛胶州市广州北路318号，成立日期1996年8月1 日，上市日期2011年2月11日，公司主营业务涉及钢结构(电厂 ...

Core Insights - The chemical industry is at the beginning of a new prosperity cycle globally, with Chinese chemical companies showing stronger profit foundations and elasticity due to past expansions and capital expenditures [5][11][29] - Focus on cyclical chemical products, particularly those with resource attributes and potential in the real estate chain [4][5] - The demand from major economies like China and the US is expected to improve, with China's GDP projected to exceed 140 trillion yuan, growing at 5.0% year-on-year [5][22] Group 1: Global and Domestic Chemical Landscape - The global chemical landscape is improving, with China's chemical sector becoming more resilient [9][12] - China's share of the global chemical market has significantly increased from 13% in 2004 to 47% in 2024, indicating its growing importance in the global chemical industry [14][29] - The capital expenditure in the global chemical sector has paused, with many overseas chemical companies reducing production, which may benefit Chinese companies [14][16] Group 2: Resource Attributes in Chemical Products - Three main resource directions are emphasized: mineral resources (like phosphate and potash), indicator resources (such as pesticides and refrigerants), and channel resources (like compound fertilizers) [5][33] - China's phosphate reserves rank second globally, with a steady increase in demand driven by both traditional fertilizer needs and emerging sectors like lithium iron phosphate for batteries [33][36] - The supply of fertilizers is expected to contract in 2025, with production of monoammonium phosphate and diammonium phosphate projected to decrease by 6.73% and 6.86% respectively [39] Group 3: Real Estate Chain Chemical Products - The market currently has low expectations for the recovery of demand in the real estate chain, but there is potential for significant improvement due to government stimulus policies [5][22] - The supply concentration of chemical products related to the real estate chain is gradually increasing, which may lead to faster and easier supply-demand improvements [5] Group 4: New Materials and Domestic Substitution - The report highlights the importance of domestic substitution and the development of new materials in line with China's strategic plans for emerging industries [7][8] - Key areas of focus include lubricating oil additives, semiconductor materials, and bio-based materials [7] Group 5: Investment Recommendations - Suggested companies for investment include Hualu Chemical, Xin Fengming, Yuntianhua, and others, focusing on those with strong market positions and innovative capabilities [7][8]

Core Viewpoint - Oriental Tower has won two projects from State Grid Corporation with a total bid amount of approximately 111 million yuan, which is expected to positively impact the company's future operations and performance [1][2]. Group 1: Project Wins - Oriental Tower recently announced winning two projects from State Grid Corporation, with a total bid amount of approximately 111 million yuan, accounting for about 2.63% of the company's audited revenue for 2024 [2]. - The projects include the first procurement of installation materials for the 2026 power transmission and transformation project and the 66th batch of procurement for the 2025 ultra-high voltage project, with bid amounts of 67.06 million yuan and 43.48 million yuan respectively [2]. - From March to September 2025, Oriental Tower disclosed significant project wins totaling approximately 95.2 million yuan, representing about 22.69% of the company's audited revenue for 2024 [3]. Group 2: Business Overview - Oriental Tower specializes in steel structure products and has a strong market competitiveness, having transformed into a dual-main business company with steel structures and potassium fertilizer after a restructuring in 2016 [1][9]. - The company's steel structure products include various types of towers and structures, serving multiple sectors such as electricity, renewable energy, and construction, positioning it as a leader in the industry [7][9]. - The potassium fertilizer business is expanding, with significant resources in Laos, where the company has a mining right for potassium salt covering 141 square kilometers, with substantial reserves [9][10]. Group 3: Financial Performance - Oriental Tower expects a significant increase in net profit for 2025, projecting a range of 1.08 billion to 1.27 billion yuan, representing a year-on-year growth of 91.40% to 125.07% [1][11]. - The company anticipates that its net profit and net profit excluding non-recurring gains and losses will both reach record highs in 2025, driven by stable performance in its main businesses and increased average market prices for potassium chloride [11][10].

Core Viewpoint - The company Dongfang Tower (002545) has recently announced winning a project from the State Grid and has provided a profit forecast for 2025, indicating strong future performance potential [1][2]. Recent Events - On February 11, 2026, the company announced it won a project from the State Grid, with a total value of approximately 111 million yuan, accounting for about 2.63% of the audited revenue for 2024. This project involves the bidding for transmission and distribution materials for 2026, which may positively impact the company's future business [2]. Performance and Operating Conditions - On January 20, 2026, the company released a profit forecast, expecting a net profit for 2025 to be between 1.08 billion yuan and 1.27 billion yuan, representing a year-on-year growth of 91.40% to 125.07%. The main drivers for this growth are the increase in sales and market prices of potassium chloride in the potassium fertilizer business [3].

Core Viewpoint - Dongfang Tower (002545) announced that it has won bids totaling approximately 110.54 million yuan in the first procurement of device materials for the State Grid Corporation's 2026 power transmission and transformation projects and the 66th batch of procurement for 2025, which represents about 2.63% of the company's audited revenue for 2024 [1] Group 1 - The company won bids for angle steel towers and steel pipe towers [1] - The total bid amount is approximately 110.54 million yuan [1] - The bid amount constitutes 2.63% of the company's projected audited revenue for 2024 [1]

Group 1 - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in H3C and for other projects [1] - Dawi Technology's Zhangbei data center project will not involve computing power leasing and is expected to have minimal revenue contribution in 2025 [2] - Kaixin Network's subsidiary signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [3] Group 2 - Newray plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position [4] - Shangwei New Materials' embodied intelligent robot business is still in the product development stage and has not yet generated revenue [5] - Lanshi Heavy Industry's deputy general manager is under investigation for suspected violations, but the company's operations remain unaffected [6] Group 3 - Tianji Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations are normal [8] - Top Group expects a net profit decline of 3% to 13% in 2025, despite revenue growth of 8.08% to 14.10% [9] - Shoulu Hotel's subsidiary plans to invest 281 million yuan in a new hotel property project, expected to enhance its business scale and profitability [10] Group 4 - Pingzhi Information plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing center [11] - Dongfang Guoxin's Inner Mongolia intelligent computing center project has been partially completed, contributing a small revenue share [12] - Zhongwei Semiconductor intends to allocate 1 billion yuan of surplus fundraising for a new investment project [13] Group 5 - Guolin Technology plans to issue up to 16.5 million shares, which will increase its total share capital to 201 million shares [14] - Dabeinong reported a 22.71% year-on-year increase in pig sales in January [15] - Qiu Tai Technology sold 41.48 million mobile camera modules in January, a 19.5% year-on-year increase [19]

Group 1 - Unisplendour Corporation has decided to terminate its plan to issue H-shares and list on the Hong Kong Stock Exchange due to strategic development considerations [2] - Yuandong Biotech is participating in a follow-up procurement for 13 products, with expected sales revenue of approximately 651 million yuan in 2024, accounting for 48.25% of total revenue [3] - Blue Lithium has terminated its participation in the GreenMei Indonesia project due to strategic adjustments by GreenMei, with no significant impact on its operations [4] Group 2 - Jinhaitong plans to invest up to 400 million yuan in the construction of a semiconductor equipment manufacturing center in Shanghai, covering an area of 55,000 square meters [5] - Kaiying Network's subsidiary has signed a settlement agreement with Legend IP, which is expected to positively impact profits by approximately 200 million yuan [6] - Newray plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position in the PCB tool sector [7] Group 3 - Longbai Group intends to acquire a 5.46% stake in Yunnan Guotai for 234 million yuan [8] - Dawi Technology's Zhangbei data center project is set to be completed by October 2025, primarily providing customized standard data center environments [9] Group 4 - Guobang Electronics reported a net profit of 508 million yuan for 2025, a year-on-year increase of 4.72%, despite a revenue decline of 7.92% [11] - Daotong Technology achieved a net profit of 935 million yuan in 2025, reflecting a significant year-on-year growth of 45.89% [12] - Jingchen Co. reported a net profit of 871 million yuan for 2025, with a growth of 6% year-on-year [13] Group 5 - Qizhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan to implement an employee stock ownership plan [17] - Keri Technology's shareholders plan to reduce their holdings by a total of up to 3.13% of the company's shares [19] Group 6 - Roman Co. signed a 260 million yuan contract for a wind power project, with the company’s share of the contract amounting to approximately 190 million yuan [21] - Zhongke Haixun is expected to win projects totaling approximately 288 million yuan [22] - Shan Jian Co. won four construction projects with a total value of 4.834 billion yuan [23]

Core Viewpoint - The company, Dongfang Tower (002545.SZ), has won bids totaling approximately 111 million yuan, which represents about 2.63% of its audited revenue for 2024 [1] Group 1 - The State Grid Corporation of China announced the results of its first procurement for transmission and transformation project materials for 2026 [1] - The company secured contracts in the sixth batch of procurement for ultra-high voltage projects for 2025 [1] - The total amount of contracts won by the company is approximately 111 million yuan [1]

Core Viewpoint - Dongfang Tower (002545.SZ) has won contracts totaling approximately 111 million yuan, which represents about 2.63% of the company's audited revenue for 2024 [1] Group 1: Company Announcements - The company announced its successful bids in the State Grid Corporation of China's procurement for 2026 and 2025 projects [1] - The total amount of contracts won by the company is approximately 111 million yuan [1] Group 2: Financial Impact - The contracts won are expected to contribute approximately 2.63% to the company's audited revenue for the year 2024 [1]

证券代码：002545 证券简称：东方铁塔 公告编号：2026-002 青岛东方铁塔股份有限公司 关于项目中标的公告 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。 近日，国家电网公司电子商务平台（http://ecp.sgcc.com.cn）公布了《国家电网 有限公司2026年输变电项目第一次装置性材料公开招标采购中标公告》及《国家电 网有限公司2025年第六十六批采购（特高压项目第五次材料招标采购）中标公告》。 青岛东方铁塔股份有限公司（以下简称"公司"）合计中标约11,053.62万元，约占 公司2024年经审计的营业收入的2.63%。现将相关项目中标情况公告如下： 一、中标项目概况 中标标包：包 13 （一）国家电网有限公司 2026 年输变电项目第一次装置性材料公开招标采购（招 标编号：0711-260TL00121001）项目 项目单位：国家电网有限公司 中标产品：角钢塔、钢管塔 中标标包：包 16、包 62、包 12 中标金额：6,705.57 万元 详情请查看国家电网公司电子商务平台相关公告： https://ecp.sgcc.com.cn/e ...