汉缆股份（002498）公告，公司中标南方电网公司2025年主网线路材料第一批框架招标项目和配网材料 第一批框架招标项目。中标总金额约为9.07亿元，约占公司2024年经审计的营业收入的9.79%。中标项 目包括35kV-500kV钢芯铝绞线、钢芯铝合金绞线、铝包钢芯铝合金绞线、220kV交流电力电缆、110kV 交流电力电缆、绝缘架空电缆、10kV铜芯交联聚乙烯绝缘电力电缆(防蚁阻燃型)和低压交流电力电缆。 目前尚未取得书面中标通知书，合同履行预计将对公司未来经营活动及经营业绩产生积极影响。 ...

Core Viewpoint - Zhejiang Morning Light Cable Co., Ltd. has recently won significant contracts from the State Grid and its subsidiaries, totaling approximately 1.015 billion yuan (including tax), showcasing its strong market competitiveness and comprehensive strength in the power cable industry [1] Group 1: Company Overview - Founded in 1984, Morning Light Cable has evolved into a professional enterprise specializing in the research, production, and sales of power cables, with a registered capital of 120 million yuan and an area of over 200,000 square meters [2] - The company employs nearly 600 staff and has established itself as an influential player in both national and international markets [2] - Morning Light Cable emphasizes technological innovation, continuously increasing R&D investment and implementing rolling technological upgrades [2] Group 2: Recent Contracts and Market Impact - The recent contracts include significant projects such as the Northeast Region Low Voltage Power Cable Agreement Stock Procurement Project, with a winning bid of 11.2137 million yuan, and the 10kV Power Cable Agreement Stock Procurement Project, with a winning bid of 11.6853 million yuan [1] - In the 2024 procurement project for the State Grid and 27 provincial power companies, Morning Light Cable secured contracts worth approximately 1.21917 billion yuan, accounting for 1.14% of the total, placing it among the top 20 winning companies [3] - The influx of orders is expected to enhance production capacity utilization, optimize production scheduling, and improve operational efficiency and profitability [3] Group 3: Industry Context and Future Outlook - The power cable industry is experiencing significant growth due to the country's push for infrastructure development and the establishment of a new power system [4] - Morning Light Cable's recent contract wins position the company for accelerated growth in this favorable market environment, with a focus on leveraging technological innovation and market expansion [4]

中天科技 20250603 摘要 中天科技 2024 年总营收约 400 亿元，通信、海洋、电力板块收入分别 为 80 亿元、36 亿元、以及亿元级别。海缆贡献 27-28 亿元，海工贡献 近 9 亿元。电力板块增速显著，毛利率改善；通信板块稳定，毛利率约 25%；海缆毛利率约 40%，受益于 337 千伏产品交付；海工毛利率负 8%，预计 2025 年随开工量提升盈利改善。 公司 80%收入来自国内，国际市场占比不到 20%。欧洲海上风电建设 加速，为高压电缆在土耳其等市场带来机遇，有望提升境外收入。2024 年海外收入未增长，但毛利率提升两个百分点，得益于高压陆缆和海缆 占比提升。今年海外交付量预计达到 15 亿左右，未来计划将海外海缆 占比提升至 20%~30%。 海洋能源板块在手订单 312 亿元，截至 2025 年 4 月 23 日，海洋板块 订单 134 亿元，电力 140 亿元，新能源近 40 亿元。2025 年一季度营 收 97.55 亿元，同比增长 18%；扣非归母净利润 5.97 亿元，同比增长 20%。 江苏盐城国信项目处于密集交付阶段，预计二、三季度确认大部分收入。 海工项目收入根据施 ...