Group 1 - The company Dalian Electric Porcelain (002606) has announced that its second phase of production at the Jiangxi factory has commenced as of September 15 [1] - The production capacity is expected to gradually increase as the production line stabilizes, with full capacity ramp-up anticipated by the end of this year [1]

Core Viewpoint - Dalian Electric Porcelain is accelerating its transformation during the "14th Five-Year Plan" period, with its Jiangxi factory showcasing the successful implementation of three strategic initiatives: low-carbon, digital intelligence, and globalization [1][2]. Group 1: Green Transformation - The Jiangxi factory has completed the construction of its first and second phases, becoming a model for high-quality development and a key player in the green energy transition [1]. - The factory integrates a green energy system, including a 6.98 MW solar panel setup, energy storage systems, and smart charging stations, creating a clean energy network [3][4]. - Dalian Electric Porcelain aims to evolve from a "low-carbon factory" to a "zero-carbon benchmark" enterprise in the insulator industry by 2025 [4][10]. Group 2: Digital Transformation - The factory employs a digital management platform that monitors energy flow and production data in real-time, optimizing product quality and energy consumption [4][7]. - The transition from traditional manufacturing to smart manufacturing is evident, with automated production lines and intelligent sensors ensuring product quality and operational efficiency [7][8]. - Future plans include advancing from "digital manufacturing" to an "intelligent ecosystem," enhancing the entire supply chain and customer service through data-driven decision-making [8]. Group 3: Globalization Strategy - Dalian Electric Porcelain has over 70 years of export experience and is leveraging its green and intelligent initiatives to enhance global competitiveness [9]. - The Jiangxi factory's first phase began production in 2023, with the second phase expected to be completed by Q3 2025, aimed at serving rapidly growing international markets [9]. - The company is shifting from "product export" to "brand and capability export," with the goal of becoming a mainstream supplier in the global insulator market [9][10].

Core Viewpoint - Dalian Electric Porcelain is accelerating its transformation during the "14th Five-Year Plan" period, with its Jiangxi factory showcasing the effectiveness of three strategic implementations: low-carbon, digitalization, and globalization [3][10][21]. Group 1: Green Transformation - The Jiangxi factory is not just a production site but a green low-carbon industrial ecosystem, integrating solar energy systems, energy storage facilities, and smart charging stations [7][10]. - The factory has achieved a fully established green energy system and has been recognized as a "Green Factory" in Jiangxi, promoting efficient recycling of clean energy [10][11]. - Dalian Electric Porcelain aims to transition from a "low-carbon factory" to a "zero-carbon benchmark" enterprise in the insulation industry by the end of the "15th Five-Year Plan" [11][22]. Group 2: Digitalization and Smart Manufacturing - The Jiangxi factory employs a digital management platform that monitors and optimizes energy usage and production processes, enhancing efficiency and product quality [10][15]. - The company is moving from "digital manufacturing" to "intelligent ecosystems," aiming to create a fully integrated smart factory covering R&D, production, supply chain, and customer service [19][20]. - Automation and smart sensors are utilized throughout the production process, ensuring consistent product quality and operational efficiency [15][18]. Group 3: Globalization and Market Expansion - Dalian Electric Porcelain has over 70 years of export experience and is leveraging its green and smart initiatives to enhance global competitiveness [21]. - The Jiangxi factory's first phase began production in 2023, with plans for the second phase to be completed by the third quarter of 2025, aimed at serving rapidly growing international markets [21][22]. - The company is shifting its strategy from "product export" to "brand and capability export," with the goal of becoming a mainstream supplier in the global insulation market [21][22].

证券代码：002606 证券简称：大连电瓷 公告编号：2025-040 大连电瓷集团股份有限公司 关于控股股东部分股份解质押及再质押的公告 一、对外投资概述 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。 1 | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数 | 持股 | 本次解除质 押及再质押 | 本次解除质 押及再质押 | 占其所 | 占公司 | 已质押股 份中限售 | 占已 | 未质押股 份中限售 | 占未 | | 名称 | 量（股） | 比例 | 前质押股份 | 后质押股份 | 持股份 | 总股本 | | 质押 | | 质押 | | | | | 数量（股） | 数量（股） | 比例 | 比例 | 和冻结、 | 股份 | 和冻结合 | 股份 | | | | | | | | | 标记合计 | 比例 | 计数量 | 比例 | | | | | | | | | 数量（股） | ...

Core Viewpoint - Dalian Electric Porcelain experienced a decline in stock price and a net financing outflow, indicating potential investor concerns about the company's financial performance and market position [1][2]. Financing and Trading Data - On September 9, Dalian Electric Porcelain's stock fell by 0.88%, with a trading volume of 47.21 million yuan. The financing buy-in amounted to 7.39 million yuan, while financing repayment was 10.04 million yuan, resulting in a net financing outflow of 2.65 million yuan [1]. - As of September 9, the total financing and securities lending balance for Dalian Electric Porcelain was 271 million yuan, with the financing balance accounting for 6.87% of the circulating market value, indicating a high level compared to the past year [1]. - The company had no securities lending transactions on September 9, with a remaining securities lending balance of 898 yuan, also reflecting a high level compared to the past year [1]. Company Financial Performance - For the first half of 2025, Dalian Electric Porcelain reported a revenue of 581 million yuan, representing a year-on-year growth of 2.16%. However, the net profit attributable to shareholders decreased by 41.07% to 46.58 million yuan [2]. - Cumulatively, since its A-share listing, Dalian Electric Porcelain has distributed a total of 210 million yuan in dividends, with 56.28 million yuan distributed over the past three years [3]. Shareholder and Institutional Holdings - As of August 31, the number of shareholders for Dalian Electric Porcelain increased to 33,500, a rise of 2.78%, while the average circulating shares per person decreased by 2.70% to 12,556 shares [2]. - As of June 30, 2025, among the top ten circulating shareholders, Guojin Self-Innovation A (010615) entered the list as the tenth largest shareholder, holding 1.25 million shares, while two funds exited the top ten [3].

Group 1 - The company Dalian Electric Porcelain (002606.SZ) is actively collaborating with EPC partners to supply high-voltage porcelain insulators for power lines in Saudi Arabia [1] - The company is progressing in cooperation with local enterprises in Saudi Arabia [1] - A significant order worth 16.4 billion has been awarded to TBEA by the Saudi Electricity Company, and Dalian Electric Porcelain is the only qualified supplier of porcelain insulators for this project [3]

Core Viewpoint - The company has secured over 800 million yuan in contracts related to the State Grid project this year, indicating strong demand and potential revenue growth [1] Group 1 - The company announced on the investor interaction platform that the total amount of contracts won in the State Grid project has exceeded 800 million yuan [1] - The orders will be fulfilled according to the contractual requirements, which include production, delivery, acceptance, and confirmation processes [1]

9月2日，大连电瓷跌1.30%，成交额1.16亿元。两融数据显示，当日大连电瓷获融资买入额1274.17万 元，融资偿还4827.57万元，融资净买入-3553.40万元。截至9月2日，大连电瓷融资融券余额合计2.82亿 元。 融资方面，大连电瓷当日融资买入1274.17万元。当前融资余额2.82亿元，占流通市值的7.07%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，大连电瓷9月2日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量100.00股，融券余额910.00元，超过近一年60%分位水平，处于较高位。 资料显示，大连电瓷集团股份有限公司位于浙江省杭州市拱墅区远洋国际中心B座16楼，成立日期2003 年11月25日，上市日期2011年8月5日，公司主营业务涉及高压输电线路用瓷、复合绝缘子,电站用瓷、 复合绝缘子,以及电瓷金具等产品的研发、生产及销售。主营业务收入构成为：悬瓷绝缘子81.97%，复 合绝缘子12.22%，其他3.27%，瓷支柱绝缘子2.55%。 截至8月31日，大连电瓷股东户数3.35万，较上期增加2.78%；人均流通股12556股，较 ...

Core Viewpoint - Dalian Electric Porcelain's wholly-owned subsidiary, Dazhi Materials, has been pre-awarded a procurement project by the State Grid, with a total bid amount of approximately 95.7 million yuan, which accounts for 6.4% of the company's audited operating revenue for 2024 [1] Summary by Category - **Company Announcement** - Dalian Electric Porcelain announced the pre-award of a procurement project by the State Grid [1] - The total bid amount is approximately 95.7 million yuan [1] - **Financial Impact** - The awarded amount represents 6.4% of the company's audited operating revenue for the year 2024 [1]

证券代码：002606 证券简称：大连电瓷 公告编号：2025-039 大连电瓷集团股份有限公司 关于国家电网预中标的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 8 月 28 日，国家电网有限公司通过其电子商务平台发布了"国家电网 有限公司 2025 年第三十四批采购（特高压项目第三次材料招标采购）推荐的中标 候选人公示"（以下简称"公示一"）和"国家电网有限公司 2025 年第四十九批采购 （输变电项目第四次线路装置性材料招标采购）推荐的中标候选人公示"（以下简 称"公示二"）。大连电瓷集团股份有限公司（以下简称"公司"）的全资子公司大连 电瓷集团输变电材料有限公司（以下简称"大瓷材料"）为推荐中标候选人，现将有 关情况提示公告如下： 一、项目概述 根据公示一，大瓷材料为国家电网有限公司 2025 年第三十四批采购（特高压 项目第三次材料招标采购）～瓷绝缘子包 1 的推荐中标候选人。根据该公示内容， 大瓷材料预中标瓷绝缘子 107,000 余片，预中标金额约 3,570 万元。 根据公示二，大瓷材料为国家电网有限公司 2025 ...