大连电瓷（002606.SZ）8月5日在投资者互动平台表示，公司作为悬式瓷绝缘子领域的排头兵，产品出 口历史长达六十余年，产品畅销全球一百多个国家和地区，享有国际市场的良好声誉；近几年整个海外 电网投资均呈现出积极的发展态势，这为公司提供了广阔的国际市场机遇。公司出口业务近几年不断增 长，2024年出口订单超7亿，本年度新增海外订单超过历史同期水平。后续，公司将抓住海外市场机 遇，力争创造更大效益。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司今年以来海外出口订单的总金额大概是多 少？ ...

Investment Rating - The report assigns a "Buy" rating to the company, with a target price of 10.92 CNY based on a closing price of 9.10 CNY [5]. Core Views - The company is a leading player in the porcelain insulator industry, with strong overseas order performance and a significant increase in revenue and profit in 2024 [1][2]. - The company has established a solid international marketing network and is expanding its production capacity, particularly in Jiangxi, which is expected to enhance its revenue growth [2][3]. Summary by Sections 1. Leading Company in Porcelain Insulators - Dalian Electric Porcelain Group was founded in 1915 and listed in 2011, with a comprehensive product matrix that meets various national industry standards [14]. - The company has a strong historical presence in the international market, having supplied products for the first domestic and world high-voltage lines [14]. 2. Accelerated Construction of UHV Projects - The demand for porcelain insulators is driven by the increasing domestic electricity consumption and investment in the power grid, with a notable rise in UHV construction [37][40]. - In 2024, the total electricity consumption in China reached 98,521 billion kWh, with a 15.3% increase in grid investment [37]. 3. Stable Leadership and Growth Potential - The management team has extensive experience and a long-term strategic vision, with significant improvements in company performance since 2019 [3][67]. - The company has a leading position in the domestic bidding for UHV porcelain insulators, with a market share of 28% in 2024 and 46% in 2025 for UHV porcelain insulators [2][67]. 4. Financial Performance and Forecast - In 2024, the company achieved a revenue of 1.496 billion CNY, a year-on-year increase of 78.21%, and a net profit of 211 million CNY, up 303.3% [22][4]. - The forecast for 2025-2027 anticipates revenues of 1.723 billion CNY, 1.950 billion CNY, and 2.168 billion CNY, with corresponding net profits of 230 million CNY, 280 million CNY, and 330 million CNY [3][4].