参观结束后，代表团一行人员齐聚报告厅，举行专题交流研讨会。周梁充分肯定了远东海缆等骨干企业对地方经济与社会发展作出的贡献。他指出当前洋 口港正处在转型升级、跨越发展的关键阶段，政府将继续强化服务意识，搭建更高效的政企沟通平台，推动产业链协同创新。他鼓励企业家们要增强搏击 商海、加快发展的信心，永葆执着坚守、行稳志愿的恒心，以及坚定向新而生、想高攀的决心。周梁鼓励大家能够继续当好洋口港发展的"形象代言人"， 讲好洋口港的故事，奏响向海发展最强。 陈静在主题汇报中表示，2025年是远东海缆应对挑战、把握机遇、实现关键突破的一年。面对复杂的外部环境，公司在洋口港管委会及各界伙伴的大力支 持下，全体员工凝心聚力，取得了显著成绩：市场开拓再创新高，重大海缆海工项目顺利交付；技术创新持续引领，在新型海缆材料、深远海输电技术等 研发上取得多项突破，知识产权布局进一步完善；产能与质量双升级，智能化改造项目成效显著，生产效率和产品可靠性迈上新台阶；企业管理与文化增 效，精细化运营水平持续提升，团队凝聚力与专业能力不断增强。这些成果为公司的长远发展奠定了坚实基础。 洋口港管委会招商顾问围绕区域产业规划、招商政策与环境优化作主题汇 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a strong expected return compared to the market benchmark over the next 6-12 months [5][11]. Core Insights - The company reported Q3 revenue of 17.57 billion yuan, a year-on-year increase of 11.3%, but a quarter-on-quarter decrease of 6.4%. The net profit attributable to shareholders was 760 million yuan, up 8.1% year-on-year but down 27.8% quarter-on-quarter. For the first three quarters, total revenue reached 49.62 billion yuan, a 17% increase year-on-year, with a net profit of 2.38 billion yuan, up 2.6% year-on-year [1][5]. - The company has a robust order backlog, with over 20 billion yuan in orders in the energy interconnection sector and over 7 billion yuan in marine communication business. The PEACE transoceanic cable communication project has orders exceeding 300 million USD [1][2]. - The company has made significant breakthroughs in high-end specialty optical fibers, achieving international advanced levels with core technologies. A new R&D center for advanced optical fiber materials is under construction, expected to be completed in early 2026 [2]. Financial Performance Summary - For 2023, the company is projected to achieve a revenue of 47.62 billion yuan, with a growth rate of 2.5%. The net profit is expected to be 2.15 billion yuan, reflecting a growth rate of 36% [3][10]. - The earnings per share (EPS) is forecasted to be 0.87 yuan in 2023, increasing to 1.92 yuan by 2027. The price-to-earnings (P/E) ratio is expected to decrease from 25.7 in 2023 to 11.7 in 2027 [3][10]. - The company’s gross margin is projected to be 15.3% in 2023, declining to 13.7% by 2027, while the return on equity (ROE) is expected to rise from 8.7% in 2023 to 12.7% in 2027 [10].

Core Viewpoint - The rapid development of the Blue Water Group's base in Huizhou Port Industrial Park exemplifies the efficiency and growth potential of the marine equipment manufacturing industry in China, particularly in the deep-sea wind power sector [1][2][4]. Group 1: Company Performance - Blue Water Group has significantly reduced the production cycle of deep-sea wind power risers from nearly 80 days to 45 days, showcasing remarkable manufacturing efficiency [1]. - The company holds over 70% market share in the domestic deep-sea wind power riser market, with total orders exceeding 800 million yuan this year [2]. - The monthly production capacity at the base has reached an average of 6 risers, with 6 completed risers ready for shipment and 15 more in production [2]. Group 2: Operational Efficiency - Blue Water Group has optimized its production processes through lean management, innovation, and effective supply chain coordination, ensuring high-quality project delivery [2]. - The company has established an integrated heavy component transfer channel, allowing for the loading of 3 risers within 7 hours and complete shipping processes within 20 hours, setting new operational records [2]. Group 3: Government Support - The Huizhou Port Industrial Park provides a supportive business environment, facilitating rapid project approvals and operational setups for companies like Blue Water Group [3]. - The park employs a dual-track service model, utilizing online platforms and on-site assistance to streamline processes, achieving a project approval timeline of just 212 days [3]. Group 4: Industry Development - The Huizhou Port Industrial Park is attracting significant investments, with projects like the Hengtong Phase II project, which plans to invest approximately 1.5 billion yuan in marine cable manufacturing [4]. - The park is also exploring new development models such as "wind-fish integration" and "wind power + hydrogen storage," aiming to enhance its industrial capabilities [5]. - Blue Water Group is optimistic about future prospects, planning to expand into advanced marine engineering fields and develop high-end equipment clusters covering the entire marine sector [5].