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三重因素共振 远东股份2025年12月份斩获超30亿元订单
Zheng Quan Ri Bao· 2026-01-07 04:37
2026年1月6日,远东智慧能源股份有限公司(以下简称"远东股份")发布关于子公司中标项目的提示性 公告。2025年12月份,该公司收到子公司中标/签约千万元以上合同订单,合计约为30.7亿元。 随着国内外新能源、新型电力系统及智能制造等领域需求集中释放,远东股份凭借其多元化的产品矩阵 与前瞻性的市场布局,正在收获新一轮发展红利。远东股份表示,公司为智能缆网、智能电池、智慧机 场龙头企业,上述合同订单将对公司未来经营业绩产生积极影响。 远东股份相关负责人向《证券日报》记者表示,公司大额订单的签订是行业需求放量、产品竞争力提 升、市场布局深化三重因素共振的结果。 加速市场拓展 远东股份成立于1985年,致力成为全球领先的智慧能源、智慧城市服务商。从核聚变实验装置到各地绿 色建筑,从电力能源到AI、算力、机器人,这家以"智能缆网、智能电池、智慧机场"三大业务为支柱的 企业,正在新兴产业与传统制造交叉领域加速拓展市场份额。 该公司订单结构正呈现多元化发展态势。 智能电网线缆业务在2025年12月份获得订单总额约7.06亿元,包括与国家电网及各地电网公司的合作。 同时,其他战略客户订单总额达23.63亿元,覆盖清洁能 ...
远东智慧能源股份有限公司关于子公司中标项目的提示性公告
Group 1 - The company announced that its subsidiary has won contracts exceeding RMB 238,255.74 million in November 2025, which will positively impact future operating performance [2] - The contracts include orders from national and local power grids, positioning the company as a leader in smart cable networks, smart batteries, and smart airports [2] - The company emphasizes that the new contracts will not affect its business independence [2] Group 2 - The company provided a guarantee of RMB 34,650.00 million for its subsidiary, Yuanbo New Materials, to support its supply chain services [7] - The guarantee was approved by the company's board and is within the previously established limit for 2025 [8] - The total amount of guarantees provided by the company is RMB 1,101,004.03 million, with an actual guarantee balance of RMB 752,060.16 million, representing 257.51% and 175.90% of the net assets attributable to shareholders [15]
【风口研报】智能缆网+机器人+算力液冷+HVLP铜箔,这家公司新能源主业进入修复通道,另布局多款核心新品切入高附加值赛道
财联社· 2025-10-27 13:33
Core Viewpoint - The article highlights the company's transition into a recovery phase in its new energy business, supported by the introduction of several core new products aimed at high value-added markets [1] Group 1: New Energy Business - The company is entering a recovery phase in its new energy sector, focusing on smart cable networks, robotics, liquid cooling for computing power, and HVLP copper foil [1] - The company is expected to maintain rapid growth in wind power installations during the 14th Five-Year Plan period, with a dual focus on offshore wind and overseas orders [1] Group 2: Product Development and Profitability - The company is accelerating the expansion and delivery of green methanol production capacity, which is anticipated to significantly improve profitability [1]