低压交流电力电缆

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多家上市公司中标电网采购项目 电力市场增长潜力尽显
Zheng Quan Ri Bao· 2025-07-11 16:41
Core Viewpoint - The power industry is experiencing significant growth opportunities, as evidenced by multiple companies winning bids for power grid procurement projects, indicating a robust and vibrant sector [1][5]. Group 1: Company Performance - Several companies, including Hanlan Co., Ltd. and Fengfan Electric Equipment Co., Ltd., have reported successful bids for power grid projects, with bid amounts ranging from millions to billions [1][2]. - Hanlan Co., Ltd. won bids totaling approximately 907 million yuan, accounting for 9.79% of its projected 2024 revenue [2]. - Fengfan Electric Equipment Co., Ltd. secured bids worth about 337 million yuan, representing 10.45% of its expected 2024 revenue [2]. - Henan Tongda Cable Co., Ltd. reported winning bids totaling 180 million yuan, which is 2.91% of its anticipated 2024 revenue [2]. - Jinguang Electric Co., Ltd. announced bids amounting to approximately 42.81 million yuan, making up 5.76% of its projected 2024 revenue [3]. Group 2: Industry Trends - The power industry is witnessing a transformation driven by the "dual carbon" goals, leading to increased demand for infrastructure upgrades and new energy integration [4][5]. - The China Electricity Council's report indicates that by the end of 2024, the length of transmission lines at 35 kV and above will reach 2.477 million kilometers, a year-on-year increase of 1.7% [4]. - The capacity of substations at 35 kV and above is projected to reach 82.1 billion kVA, reflecting a 6.7% year-on-year growth [4]. - The industry is evolving towards high resilience and adaptability, with companies that have stronger R&D capabilities poised to capture more market opportunities [4]. Group 3: Market Dynamics - The recent surge in bidding activity highlights the maturity and resilience of the power industry supply chain, with companies leveraging their technological strengths and product specialties [3][5]. - The economic recovery is driving an increase in electricity demand, further accelerating the need for grid enhancements and smart grid solutions [4].
青岛汉缆股份有限公司 关于南方电网中标的提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-10 23:48
Core Points - China Southern Power Grid announced the results of the first batch of framework bidding projects for 2025 main network and distribution network materials [1][2] - Qingdao Hanlan Co., Ltd. won multiple bids including 35kV-500kV steel core aluminum stranded wire and various types of power cables [1] - The total estimated bid amount is approximately RMB 907 million, accounting for about 9.79% of the company's audited revenue for 2024 [1] Bidding Results - The company won bids for main network materials including steel core aluminum stranded wire and 220kV AC power cables [1] - The company also secured bids for distribution network materials such as insulated overhead cables and low-voltage AC power cables [1] - The contract execution is expected to positively impact the company's future operations and performance [2] Contract Status - As of the announcement date, formal contracts have not yet been signed, and there is uncertainty regarding the signing and execution dates [2]