柔性直流海底电缆
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烟台市人大代表张悦:布局高端海缆项目,打造海风核心装备供应商
Qi Lu Wan Bao· 2026-01-21 06:25
齐鲁晚报·齐鲁壹点 李楠楠 吕奇 张悦分析,"加快蓬莱海工产业园项目引育",这是夯实传统优势,面向未来升级。蓬莱本身拥有优良的 港口条件和一定的海工产业基础。"引育"二字是关键,"引"是招商引资,吸引国内外领先的海工装备制 造、高技术船舶、深海装备、海洋新材料等企业入驻。"育"是培育本土企业,形成产业集群效应。这旨 在将蓬莱从传统的海工制造基地,升级为涵盖研发、总装、关键配套、高端服务的综合性产业园,服务 于国内深远海油气开发、海上风电建设以及国际高端市场。 "推进高端海缆北方产业基地建设",则是抢抓新赛道,构建核心配套。海上风电是"蓝色经济"中最具爆 发力的增长极。而海缆(特别柔性直流海底电缆)是海上风电场的"血管"和"神经",技术壁垒高、价值 量大,是产业链上的关键环节。该基地的建设,将解决我国北方(环渤海、山东半岛)海上风电项目对 高端海缆的本地化供应、快速响应和降低物流成本的迫切需求,使烟台从海风项目的"场地提供者"升级 为"核心装备供应商"。 高端海缆北方产业基地项目由国内海缆龙头宁波东方电缆(603606)投资建设。张悦介绍,"东方电缆 的'十五五'规划核心是巩固并扩大其在海缆领域的绝对领先优势, ...
12月3日午间涨停分析
Xin Lang Cai Jing· 2025-12-03 04:00
Group 1: Investment and Equity Holdings - Company holds a 0.89% equity stake in Blue Arrow Aerospace Technology Co., Ltd. through three investment entities, including Chengdu Luxin Jingrong Phase II Venture Capital Center [2] - Company plans to invest up to 540 million in acquiring Kuixin Technology, expanding into the semiconductor sector [3] Group 2: Pharmaceutical and Healthcare Sector - Multiple provinces in China are experiencing high levels of flu activity, indicating a potential increase in demand for healthcare products [3] - Haiwang Bio has achieved six consecutive trading limit-ups, indicating strong market performance [3] - Yisheng Pharmaceutical is the first in the industry to fully develop ginseng products, with key products including Zhenyuan capsules and XinYue capsules [3] Group 3: Energy and Utilities - Company signed a sales contract for generator sets for North American data centers, with a contract value exceeding 100 million USD, marking entry into the high-end power market [4] - Company is the largest power enterprise in Fujian Province, focusing on hydropower, wind power, and photovoltaic energy [3] Group 4: Technology and Innovation - Company collaborates with Sodium One New Energy to develop semi-solid sodium battery products, focusing on various electrode materials and cell systems [5] - Company is actively participating in the testing of PCB products for NVIDIA, indicating a strong position in the GPU-related product market [4] Group 5: Consumer Goods and Retail - Company is a leading domestic fish ball producer, specializing in frozen fish paste and meat products, with six consecutive trading limit-ups [3] - New macroeconomic policies aim to enhance the adaptability of consumer goods supply and demand, potentially boosting consumption [4]