宁波东方电缆股份有限公司2025年第三季度报告

Core Viewpoint - The company reported significant growth in revenue and net profit for the third quarter of 2025, indicating strong operational performance and a positive outlook for future growth [6][18]. Financial Performance - The company achieved operating revenue of 3.066 billion yuan and a net profit attributable to shareholders of approximately 441 million yuan, representing a year-on-year increase of 53.12% [6]. - The net profit after deducting non-recurring gains and losses was about 440 million yuan, showing a year-on-year growth of 71.73% [6]. - For the first nine months of 2025, the cumulative operating revenue reached approximately 7.438 billion yuan, an increase of 11.20% year-on-year [6]. - The cumulative net profit attributable to shareholders was about 914 million yuan, a slight decrease of 1.95% year-on-year, while the net profit after deducting non-recurring gains and losses increased by 6.45% to 902 million yuan [6]. Order Backlog - As of October 23, 2025, the company had an order backlog of approximately 19.551 billion yuan, with significant contributions from various segments: 3.886 billion yuan from power engineering and equipment cables, 11.737 billion yuan from submarine cables and high-voltage cables, and 3.928 billion yuan from marine equipment and engineering operations [7]. Capital Increase - The company approved a capital increase of 300 million yuan for its wholly-owned subsidiary, Guangdong Oriental Submarine Cable Co., Ltd., raising its registered capital from 200 million yuan to 500 million yuan [18][19]. - This capital increase aims to support the subsidiary's business development and expansion in key markets, aligning with the company's strategic goals [19][22]. Investor Communication - The company plans to hold a performance briefing on October 30, 2025, to discuss the third-quarter results and address investor inquiries [26][28]. - The briefing will be conducted via video and online interaction, allowing investors to engage directly with company executives [28][29].