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远东股份前八月揽获超198亿订单 股价一个月涨158%北向资金加仓
Chang Jiang Shang Bao· 2025-09-02 23:49
Core Viewpoint - Far East Holdings (600869.SH) has reported significant growth in contract orders and revenue, achieving historical highs in both areas, indicating strong market demand and operational recovery. Group 1: Contract Orders - In August 2025, the company received contract orders exceeding 10 million yuan totaling 1.689 billion yuan, bringing the total for January to August to 19.855 billion yuan, a year-on-year increase of 10.80% [1][2] - The smart cable network business accounted for 16.293 billion yuan in contract orders, up 13.73% year-on-year; the smart battery business saw 1.601 billion yuan, a 23.78% increase; and the smart airport business reached 1.961 billion yuan [2] Group 2: Financial Performance - For the first half of 2025, the company reported revenue of 12.976 billion yuan, a year-on-year increase of 14.38%, with a net profit of 1.44 billion yuan, reflecting a 210.6% increase [4][6] - The smart cable network business generated 11.486 billion yuan in revenue, up 11.64%, while the smart battery business achieved 687 million yuan, a 40.13% increase, and the smart airport business reached 751 million yuan, growing 37.46% [4][6] Group 3: Market Activity - The company's stock price rose significantly, reaching 6.69 yuan per share by September 2, 2025, marking a 158.3% increase over the past month [1][6] - Hong Kong Central Clearing Limited increased its holdings by 11.3635 million shares, becoming the fourth-largest shareholder [1][6] Group 4: Strategic Initiatives - The company is actively expanding its international market presence, particularly in offshore wind projects in Vietnam, high-voltage cable projects in the Philippines, and power supply projects in Thailand and Africa [3] - Far East Holdings is focusing on innovation in the offshore wind power sector, having completed the first aluminum core submarine cable project in Guangdong [3]