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时代电气(688187.SH):海洋板块新签订单在过去一年和今年有望实现较好增长
Ge Long Hui·2025-09-24 09:01

Core Viewpoint - The company aims to enhance its deep-sea robotics business through market opportunities, technological innovation, and improved manufacturing capabilities [1] Group 1: Market Opportunities - The company plans to capitalize on the growing demand for marine equipment, expecting significant growth in new orders for its marine segment over the past year and this year [1] - The company aims to solidify its leading market share in trenching and cable-laying equipment as well as underwater ROV equipment [1] Group 2: Technological Innovation - The company emphasizes the importance of technological innovation, focusing on the electrification and intelligence of deep-sea equipment through collaboration across three locations [1] - New products will be developed to provide more reliable and intelligent solutions for specific scenarios such as subsea oil and gas, offshore wind cable laying, and deep-sea mining [1] Group 3: Manufacturing and Delivery Capabilities - The company is committed to enhancing its manufacturing and delivery capabilities by planning and establishing manufacturing capacity and product testing capabilities [1] - This initiative aims to support product innovation and order fulfillment, ensuring the company can meet market demands effectively [1]