海洋电缆

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中天科技:中标深海科技领域等多个海洋系列项目 金额合计约17.88亿元
Mei Ri Jing Ji Xin Wen· 2025-10-16 08:31
每经AI快讯,10月16日,中天科技(600522)(600522.SH)公告称,下属子公司中天科技海缆股份有限 公司和中天海洋系统有限公司陆续收到项目中标通知书或预中标公示,确认中标/预中标多个海洋系列 项目。在海洋能源领域,浙江海风某项目±500kV直流海陆缆项目(标段一),中标内容为±500kV直流 海陆缆的设计、供货、试验、调试及现场服务和技术服务;阳江三山岛五、六海上风电场集中送出工程 项目500kV海缆供货及敷设工程Ⅱ标段,预中标内容为500kV海底电缆及配套附件和施工;渤中26-6油 田开发(二期)项目,中标内容为35kV海底电缆及配套附件。在深海科技领域,湖南科技大学深海钻 机科研设备项目,中标内容为电驱动海洋绞车及其脐带海缆;南海项目,中标内容为扩展海缆及深海注 塑接头器件。公司本次中标/预中标海洋系列项目金额合计约17.88亿元。 ...
中天科技(600522):海洋板块现拐点 积极布局空芯光纤、液冷机柜、光模块等产品
Xin Lang Cai Jing· 2025-09-01 10:34
Core Viewpoint - The company is experiencing rapid growth in its marine segment due to the commencement of the Jiangsu Dafeng offshore wind project, with expected marine segment revenue exceeding 7 billion by the end of the year, doubling from the previous year [1][4][8] Financial Performance - In the first half of 2025, the company reported revenue of 23.6 billion, a year-on-year increase of 10.19%, and a net profit attributable to shareholders of 1.568 billion, up 7.38% year-on-year [2][3] - The second quarter of 2025 saw revenue of 13.844 billion, a 5.09% year-on-year increase and a 41.90% quarter-on-quarter increase, with net profit of 940 million, reflecting a 14.14% year-on-year growth [3] Marine Business Growth - The company has secured marine orders totaling approximately 13.3 billion, laying a solid foundation for future growth, with marine segment revenue in the first half of 2025 reaching 2.896 billion, a 37.19% increase year-on-year [4] - The company has successfully won multiple international submarine cable projects, including significant contracts in the Middle East and Southeast Asia [4] New Product Development - The company is actively developing anti-resonant hollow core fibers and other products, which are expected to create a second growth curve [1][6] - The company has established a comprehensive R&D system for hollow core fiber technology, aiming to enhance its capabilities in various applications [6][7] Future Outlook - The company anticipates that the marine segment will continue to grow, with confirmed projects in the second half of 2025, including offshore wind projects and oil and gas projects [1][4][8] - Profit forecasts for the company indicate net profits of 3.584 billion, 4.118 billion, and 4.724 billion for 2025 to 2027, with corresponding price-to-earnings ratios of 15X, 13X, and 12X [8]