Core Insights - Southern Power Grid's total electricity consumption reached 16,496 billion kWh from January to November, marking a 5.4% year-on-year increase, indicating stable growth [1] - In November, total electricity consumption was 1,447 billion kWh, with significant increases in the tertiary industry and urban residents' electricity usage, growing by 6.7% and 8.8% respectively [1] Group 1: Industry Performance - In November, electricity consumption in the instrument manufacturing and specialized equipment manufacturing sectors exceeded an 8% increase, while the automotive manufacturing sector saw a 4.4% growth [1] - Guangdong's high-tech and equipment manufacturing industries experienced a 5.1% year-on-year increase in electricity consumption, with the automotive manufacturing sector's consumption growth reaching 13.7% [1] - Shenzhen's electric vehicle manufacturing sector reported a remarkable 76.8% year-on-year increase in electricity consumption [1] Group 2: Green Transition - The demand for green transformation among enterprises is accelerating, with the establishment of the first green electricity certificate service center in western China, connecting with 1,212 companies' green energy needs [1] - Guangxi Guanglan Cable Co., Ltd. is expected to reduce energy costs by nearly 5% annually through optimized production schedules and participation in green electricity trading, enhancing its competitiveness [1] - The electric vehicle charging and swapping service sector saw a 49.1% year-on-year increase in electricity consumption, with Shenzhen's growth rate reaching 55.8%, reflecting the rapid adoption of electric vehicles [1] Group 3: Consumer Sector - The logistics sector's electricity demand increased due to consumption peaks during events like "Double Eleven," with year-on-year growth in railway transportation (5.1%), air transportation (6.6%), and loading and unloading/storage (4.5%) [2] - In Dongguan, a key logistics hub, the road transportation sector's electricity consumption grew by 12.3% in November, supported by the presence of major e-commerce logistics companies [2] - The daily package processing volume in Dongguan surpassed 3.35 million, with express delivery volume increasing by approximately 11% compared to previous years [2]

（记者 胡玲） 久盛电气（301082.SZ）12月24日在投资者互动平台表示，公司确实拥有该项发明专利。您所描述的信 息属实。但截止目前，该发明专利相关产品市场推广不及预期，尚未给企业带来明显的经济效益，请注 意投资风险。 每经AI快讯，有投资者在投资者互动平台提问：公司是否拥有名为"三同轴矿物绝缘电缆及其制造方 法"的发明专利？ ...

近期，东方电缆披露公告称，公司拟与关联方宁波东方南苑置业有限公司签订《浙江省商品房买卖合 同》，购买其拥有32套住宅，建筑面积共4200.35平方米，交易金额为7329.905万元（含税价）。 北京商报讯（记者 马换换 王蔓蕾）12月22日晚间，上交所官网显示，向东方电缆（603606）下发了监 管工作函，处理事由系关于公司拟购买房产暨关联交易事项，涉及对象为上市公司。 东方电缆表示，本次拟购买的标的房产将作为公司的人才公寓自用，保障公司员工的居住需求。 ...

再揽超30亿元大单，东方电缆（603606）(603606.SH)持续经营有保障。 12月19日晚，东方电缆披露，公司及全资子公司宁波海缆研究院工程有限公司(简称"东方海工院")陆续 收到相关中标通知书，中标项目金额合计约31.25亿元。 截至2025年10月23日，东方电缆在手订单约195.51亿元。加上本次中标金额，公司在手订单将近227亿 元，是2024年全年营业收入的2倍多。 频频揽获订单的东方电缆，陆海并进，竞争力持续提升。公司称其完成了产业转型升级，成为一家系统 解决方案供应商，实现了先进制造业与服务业的融合。在海缆方面，公司跻身全球最具竞争力10强。 东方电缆的盈利能力总体稳定。2021年至2024年，公司实现的归母净利润均在10亿元左右，2025年前三 季度，公司实现的归母净利润为9.14亿元。 东方电缆财务状况较好。截至2025年9月末，公司资产负债率为45.13%，前三季度的财务费用为负，经 营现金流净额为3.23亿元，实现了三连增。 海陆并进再中标31.25亿 东方电缆又中标了。 深海科技方面，主要涉及海洋装备与工程运维，高压电缆中标约1.08亿元。 电力新能源方面，东方电缆参与国家电网 ...

Group 1 - Zhongtian Power Cable Co., Ltd. has established a zero-carbon factory that utilizes a comprehensive green management system, achieving a significant transition from "low-carbon manufacturing" to "zero-carbon operation" [1] - The factory's photovoltaic power station is expected to generate 3.376 million kWh in 2024, accounting for approximately 52% of its total electricity consumption, thereby increasing the share of renewable energy in total energy consumption to over 50% [1] - The factory employs a diversified approach to offset carbon emissions, including purchasing green power certificates and carbon credits, aiming for a carbon reduction of 91 tons through CCER transactions in 2024 [1] Group 2 - Jiangsu Hengtong High Voltage Submarine Cable Co., Ltd. promotes low-carbon transformation through a systematic approach that includes source reduction, process control, and end-of-pipe treatment [2] - The company has implemented over 60 energy-saving technological upgrades, achieving a 5% annual reduction in carbon emissions for the same output over the past five years [2] - A carbon emission management team was established in 2022, and an energy management system will be launched in July 2024 to enable real-time monitoring and data visualization of energy consumption [2] Group 3 - Wanbang Digital Energy Co., Ltd. has built a digital carbon management center that integrates energy consumption tracking, carbon emission accounting, and real-time data collection through smart meters and sensors [3] - The company has achieved a self-reduction of 81.83% in carbon emissions in 2024 through photovoltaic construction, green electricity procurement, and energy-saving technological upgrades, with a goal of 100% carbon offset through carbon credits and green certificates [3] Group 4 - Jiangsu Botuo New Building Materials Co., Ltd. aims to become a zero-carbon factory by optimizing energy structure and resource recycling, having built a 1.6 MW distributed photovoltaic power project expected to generate 1.93 million kWh in 2024 [5] - The company has replaced traditional coal-fired boilers with biomass boilers and developed technologies for recycling waste concrete, achieving 100% waste disposal and zero solid waste emissions [5] - The company actively promotes material innovation by utilizing industrial waste to replace natural raw materials, enhancing the environmental attributes of its products [5] Group 5 - Envision Energy Co., Ltd. launched a green supply chain project in 2022 with three sustainability goals: zero negative corporate social responsibility events, 100% carbon assessment, and 100% green electricity production [6] - The company has provided carbon management training to over 200 core suppliers, helping them identify carbon emission hotspots [6] - Envision aims to achieve 100% green electricity usage among core suppliers by 2028 through enhanced collaboration and innovative models [6]

智通财经APP注意到，日本电缆制造商藤仓公司的股票在过去两年中飙升了约 1400%，原因是全球新建的数据中心对其电缆产生了难以满足的巨大需求。目 前只有一个问题——该公司的产能无法跟上需求。 公司首席执行官 Naoki Okada 本周在接受采访时表示，由于为了跟上人工智能相关的需求，进一步的资本支出将是"必要的"，公司正在洽谈新一轮投资。他 表示，新的投资计划可能会在 5 月份发布的中期计划中公布。 光纤电缆的供应短缺凸显了涌入 AI 相关公司的投资者所面临的潜在风险，尤其是对于藤仓公司而言，该公司在过去两年中创下了全球大盘科技股中最强劲 的涨幅之一。 藤仓公司股价涨幅超过英伟达等科技巨头 他管理着 CC Japan Income & Growth Trust 基金，截至 11 月底，藤仓是其前十大持仓股之一。阿斯顿指出："供应能力是公司确认的一个潜在风险，但在目 前需求预期持续强劲的市场条件下，他们拥有的定价权将帮助其管理生产计划。" 藤仓公司创立于 1885 年。此次推动新投资之际，该公司正努力满足美国市场的需求。今年 10 月，白宫选中藤仓，为其 AI 基础设施提供价值高达 200 亿美 元的光纤电缆 ...

Core Viewpoint - The company, Qiuguan Cable, announced that it has recently won bids for projects totaling 878.6576 million yuan (including tax) from the State Grid and its subsidiaries, which is expected to positively impact the company's future operating performance [1] Group 1: Project Details - The company secured a bid for the State Grid Corporation's 2025 74th batch procurement, which includes 110kV and 220kV power cables worth 58.2005 million yuan [1] - The company also won a bid for the second joint procurement project of low-voltage power cables and 10kV power cables in the Northeast region, amounting to 54.0927 million yuan [1] - Additionally, the company was awarded contracts for overhead insulated wires, low-voltage power cables, and 10kV power cables in the second joint procurement project in the North China region, totaling 222.4518 million yuan [1]

Core Viewpoint - The launch of the 220kV undersea cable project for Weizhou Island marks a significant breakthrough in the domestic production of high-voltage submarine cable insulation materials, ending the long-standing reliance on imports for core materials [1][3]. Group 1: Project Overview - The Weizhou Island undersea cable project is the first in China to utilize fully domestically produced insulation materials for 220kV high-voltage submarine cables [1]. - The project is a collaboration between Southern Power Grid Research Institute, Guangxi Power Grid Company, Jiangsu Hengtong High Voltage Cable, and Wanma Co., Ltd. [1]. Group 2: Company Insights - Wanma Co., Ltd. has achieved breakthroughs in the core technology of domestic XLPE insulation materials, reaching international advanced levels in key performance metrics such as thermal resistance and mechanical properties [1][3]. - Wanma Co., Ltd. is currently the only company in China capable of mass-producing ultra-clean insulation materials for 220kV and above, with a current annual production capacity of 40,000 tons, expected to increase to 60,000 tons after the completion of the third-phase project [3]. Group 3: Market Potential - The domestic market for high-voltage submarine cable insulation materials has seen a significant shift, with 90% previously relying on foreign suppliers, leading to high costs and supply chain risks [3]. - The market share of Wanma Co., Ltd. in this sector has increased to 20%, and the high-voltage submarine cable insulation material market is projected to reach 4 billion yuan by 2025, with a compound annual growth rate of 88.22% from 2022 to 2025 [3].

政策红利为东方电缆发展注入强劲动能。"十四五"规划明确的海上风电装机目标，为东方电缆核心的海 底电缆业务创造了确定性的市场需求，带动东方电缆在手订单快速增长，截至2025年三季报披露日，海 底电缆与高压电缆在手订单已达117.37亿元。同时，针对高端装备国产化出台的政策，为东方电缆的 500kV超高压海缆等"卡脖子"技术攻关带来专项补贴和税收优惠，数字化改造支持则提升了公司的生产 与品控。 "十四五"时期，东方电缆在坚持上市以来每年现金分红的基础上，制定未来三年股东回报规划。同时， 东方电缆已完成了总额约1.07亿元的股份回购，未来将用于员工激励。 面向"十五五"，东方电缆表示将坚持"海陆并进"和"国际化"战略，公司将深远海输电技术视为未来增长 的关键，目标是实现从"浅海"到"深远海"的跨越，这要求突破一系列关键技术。未来公司在高端海缆、 绝缘材料、超高压系统附件以及智能运维等领域的核心技术攻关能力将进一步提升。 作为国内电力工程与装备线缆、海底电缆与高压电缆、海洋装备与工程运维三大板块协同发展的龙头企 业，在"十四五"时期，东方电缆在产业上形成了国内"东部+南部+北部"的布局，谋划国际，为"十五 五"时期行 ...

作为"接力远东"第六期项目学员，95后的禹建政在远东的成长轨迹，是公司"以奋斗贡献者为本"人才理念的生动缩影。从高校毕业生到海外市场的产品创 新先锋，他在远东搭建的广阔舞台上，以客户需求为指引，以青春之姿拥抱国际化战略，用短短数年的奋斗，成为"十大杰出创新人物"，诠释了年轻一代 在远东的成长可能。 接力远东，在轮岗中锚定方向 2021年，禹建政通过"接力远东"项目加入远东，成为营销精英班的客户经理储备人才。远东自2016年启动的"接力远东"项目，这不仅为刚刚步入社会的学 员提供集中培训、轮岗实践等成长支持，更有多重优惠政策助力青年员工扎根成长，而禹建政正是这一人才计划的直接受益者。 在营销岗位轮岗期间，他深入对接客户需求，跑市场、做调研，逐渐摸清了不同客户对产品的核心诉求。"这段经历让我明白，研发不能闭门造车，必须 贴近市场、读懂客户。"带着对市场需求的深刻洞察，结合自身专业所长，他在轮岗结束后主动选择转向技术研究院，开启了研发工程师的职业新篇。公 司开放的岗位选择机制，让他得以精准匹配职业规划，在热爱的领域全力奋进。 获 奖 者:禹建政 号: 2024189T69-033-R5 荣誉证书 为表彰2024年度 ...