Financial Insights - The bond market is under review, with the Ministry of Finance continuing to advance the 2026 local government debt limit [5][18] - The Ministry of Finance announced a 50% VAT refund policy for electricity products generated from offshore wind power starting November 1, 2025 [22][23] - The U.S. has imposed a 25% tariff on imported medium and heavy trucks, effective November 1, 2025 [24][25] - The securities transaction stamp duty in September increased by 342% year-on-year, reaching 261 billion [26][27] Industry Dynamics - In Q3 2025, the shipment of energy storage batteries reached 165 GWh, a year-on-year increase of 65%, with an expected total shipment of 580 GWh for the year [28][29] - The average operating rate of construction machinery nationwide in Q3 2025 was 44%, with hoisting equipment leading among various types [32][33] - The railway sector showed positive growth in the first three quarters of 2025, with passenger volume reaching 3.537 billion, a 6% increase year-on-year [36][37] Company Tracking - Yingxi Network (688475.SH) reported a net profit of 4.22 billion for the first three quarters of 2025, up 12.68% year-on-year [38][39] - Oriental Cable (603606.SH) recently won contracts totaling 2.374 billion for marine and land cable products and installation projects [40][41] - Zai Jing Pharmaceutical (688266.SH) presented clinical data for its drugs ZG006 and ZG005 at the ESMO annual meeting, showcasing promising results [43][45] - Haida Group (002311.SZ) reported a net profit increase of 14% year-on-year for the first three quarters of 2025 [47][48] - Spring Wind Power (603129.SH) achieved a net profit of 4.13 billion in Q3 2025, reflecting an 11% year-on-year growth [49][50] - Zhongtian Technology (600522.SH) secured contracts worth approximately 1.788 billion for various marine projects [51][52]

东方电缆（603606）(603606.SH)发布公告，近期，公司及全资子公司宁波海缆研究院工程有限公司(以 下简称"东方海工院")陆续收到相关中标通知书，确认公司及东方海工院为相关项目中标人，以上公司 及东方海工院中标项目金额合计约23.74亿元，占公司2024年度经审计营业收入的26.11%。 ...

智通财经APP讯，东方电缆(603606.SH)发布公告，近期，公司及全资子公司宁波海缆研究院工程有限 公司(以下简称"东方海工院")陆续收到相关中标通知书，确认公司及东方海工院为相关项目中标人，以 上公司及东方海工院中标项目金额合计约23.74亿元，占公司2024年度经审计营业收入的26.11%。 ...

格隆汇10月16日丨东方电缆(603606.SH)公布，公司及全资子公司宁波海缆研究院工程有限公司（称"东 方海工院"）陆续收到相关中标通知书，确认公司及东方海工院为相关项目中标人： （三）海洋装备与工程运维（深海科技） 南方电网公司阳江三山岛海上风电柔直输电工程（海缆部 分）施工；中交三航局漂浮式海上风电施工项目。 以上公司及东方海工院中标项目金额合计约23.74亿元，占公司2024年度经审计营业收入的26.11%。 （二）海底电缆与高压电缆（电力新能源） 浙江海风新能源公司浙江海风某项目±500kV直流海陆缆 （二标段），中标±500kV直流海缆、直流陆缆；中能建广东院阳江三山岛五、六海上风电场集中送出 工程项目EPC总承包，500kV海缆供货及敷设工程；中能建广东院华电阳江三山岛六海上风电场项目 66kV海缆及附件；中交三航局嵊泗7#海上风电项目66kV海缆； （一）电力工程与装备线缆（绿色输电设施） 南方电网公司2025年220kV交流电力电缆新增批次框架采 购；中电建华东院山东公司唐山乐亭海上风电场一期工程35kV、220kV电缆及附件采购项目； ...