亨通光电7月发布公告显示，近期，该公司及控股子公司陆续收到项目中标通知书或签署项目合同，确 认中标国内外海洋能源项目，中标总金额为15.09亿元。具体而言，包括广西钦州海上风电示范项目 220kV/66kV海底光电复合电缆、湛江徐闻东三海上风电示范项目EPC总承包项目220kV海底复合电缆、 东海海上平台电力组网项目动态静态复合海缆等。"未来，公司将继续致力于能源互联领域市场竞争力 的提升，服务于国家深海科技的发展，助力全球能源体系的绿色转型。"该公司在公告中称。 除了亨通光电，近期霍普股份、中国通号等多家上市公司均披露了新基建相关项目，涉及项目包括光伏 发电、储能电站、5G通信基站等领域。 基建项目稳步开展离不开政策支持。8000亿元"两重"建设项目清单全部下达完毕，《新一轮农村公路提 升行动方案》提出，到2027年全国完成新改建农村公路30万公里，用于支持交通运输等中央本级重点投 资领域和重大项目建设中央预算内投资全部下达……今年以来，在一系列扩内需稳增长政策支持下，上 半年基础设施投资实现同比4.6%的增长，较整体固定资产投资增速高1.8个百分点。 佳电股份近日发布公告称，该公司控股子公司哈尔滨电气动力 ...

Group 1 - Jiadian Co., Ltd. announced that its subsidiary, Harbin Electric Power Equipment Co., Ltd., has won a bid for the Shandong Haiyang Xinan Nuclear Power Project with a contract value of 608.98 million yuan [1] - In the past month, over 130 major contract announcements have been made by listed companies, involving more than 60 companies, indicating a robust activity in the infrastructure sector [1] - The infrastructure investment in the first half of the year has grown by 4.6% year-on-year, outpacing the overall fixed asset investment growth by 1.8 percentage points [2] Group 2 - Companies like Hengtong Optic-Electric have secured contracts for marine energy projects totaling 1.509 billion yuan, highlighting the emergence of new infrastructure projects in renewable energy and communication [1][2] - The government has fully allocated an 800 billion yuan construction project list, supporting various infrastructure initiatives, including rural road improvements [2] - The trend of large contracts in the infrastructure sector reflects a shift towards new development drivers, including big data, cloud computing, and semiconductors [2][3] Group 3 - Qidi Design signed a contract worth approximately 860 million yuan for the construction of a computing power and supercomputing center in Henan [3] - Companies are increasingly signing large contracts in the new economy sectors, such as automation and digitalization, indicating a growing demand for advanced technologies [3] - The number of overseas contracts signed by listed companies has increased, showcasing their efforts to expand into international markets [4] Group 4 - Zhongcheng Co. signed a contract for a photovoltaic project in Azerbaijan valued at approximately 853 million yuan, reflecting the international expansion of Chinese companies [4] - Enjie Co. has entered into a supply agreement with LG Energy Solution for lithium battery separator films, indicating a strong demand for high-end manufacturing products [4][5] - The improvement in Chinese companies' technological capabilities is enhancing their export competitiveness, contributing to the growth of overseas contracts [5]

Core Viewpoint - Hengtong Optic-Electric has secured significant contracts in the marine energy sector, with a total bid amount of 1.509 billion yuan, reflecting its strong competitive position and technical capabilities in the energy interconnection field [1][2][3]. Group 1: Project Wins and Financial Impact - The company has recently received project award notifications or signed contracts for marine energy projects, with a total bid amount of 1.509 billion yuan, which accounts for 2.52% of its audited revenue for 2024 [2][3]. - As of March 2025, Hengtong Optic-Electric has an order backlog of approximately 18 billion yuan in the energy interconnection sector and about 8 billion yuan in marine communication business [1][3]. - The company expects that the execution of these projects will positively impact its future operating performance and enhance its brand influence in the global marine energy sector [3]. Group 2: Business Growth and Revenue - In 2024, the marine energy and communication business achieved revenue of 5.738 billion yuan, a year-on-year increase of 69.6% [1][6]. - The company has experienced continuous revenue and net profit growth from 2021 to 2024, with revenues of 41.27 billion yuan, 46.46 billion yuan, and 47.62 billion yuan, representing year-on-year growth rates of 27.44%, 12.58%, and 2.49% respectively [5][7]. - In the first quarter of 2025, the company reported revenue of 13.268 billion yuan, a year-on-year increase of 12.58% [7]. Group 3: Financial Health - As of March 2025, the company had cash and cash equivalents of 11.86 billion yuan, with a total debt ratio of 53.03% [1][8]. - The company has a strong repayment capacity, with short-term borrowings of 8.363 billion yuan and long-term borrowings of 2.922 billion yuan, showing a decreasing trend in long-term debt [8].