今日焦点 芯联集成公告称，基于公司的整体战略发展规划和实际经营需求，看好功率模组应用配套所需各类芯片 的市场发展，以及新型政策性金融工具的落实和推进的重要契机，公司拟向控股子公司芯联先锋增资人 民币18亿元，保障"三期12英寸集成电路数模混合芯片制造项目"的持续实施。增资后，芯联集成对芯联 先锋的持股比例不低于50.85%。 广晟有色：预计前三季度净利1亿元—1.3亿元 广晟有色公告称，广晟有色发布2025年前三季度业绩预告，预计归属于上市公司股东的净利润为1.00亿 元至1.30亿元，同比扭亏为盈。2025年前三季度稀土市场行情整体上涨，公司抓住市场机会，加大分离 企业生产规模；同时强化市场研判，统筹企业管理，加强上下游营销业务协同，并创新市场营销模式， 调整贸易结构，稀土冶炼分离及稀土永磁材料产销量均实现不同程度增长，实现预期利润。 福耀玻璃：曹德旺辞去董事长职务，选举曹晖为新董事长 福耀玻璃公告称，公司董事长曹德旺因推动公司治理结构战略性优化与可持续发展的需要，辞去董事长 职务，但将继续担任公司董事及部分子公司的董事、董事长和法定代表人职务。同时，公司选举曹晖为 新任董事长，并任命其为法定代表人及董事局 ...

2024年1至12月份，中天科技的营业收入构成为：制造业占比98.39%，其他业务占比1.0%，光伏发电占 比0.62%。 每经AI快讯，中天科技（SH 600522，收盘价：17.82元）10月16日晚间发布公告称，近日，江苏中天科 技股份有限公司（以下简称"公司"）下属子公司中天科技海缆股份有限公司和中天海洋系统有限公司陆 续收到项目中标通知书或预中标公示，确认中标/预中标多个海洋系列项目。公司本次中标/预中标海洋 系列项目金额合计约17.88亿元。在海洋能源领域，浙江海风某项目±500kV 直流海陆缆项目（标段 一），中标内容为±500kV 直流海陆缆的设计、供货、试验、调试及现场服务和技术服务；阳江三山岛 五、六海上风电场集中送出工程项目 500kV 海缆供货及敷设工程Ⅱ标段，预中标内容为 500kV海底电 缆及配套附件和施工；渤中26-6油田开发（二期）项目，中标内容为35kV海底电缆及配套附件。在深 海科技领域，湖南科技大学深海钻机科研设备项目，中标内容为电驱动海洋绞车及其脐带海缆；南海项 目，中标内容为扩展海缆及深海注塑接头器件。 截至发稿，中天科技市值为608亿元。 每经头条（nbdtouti ...

每经AI快讯，10月16日，中天科技（600522）(600522.SH)公告称，下属子公司中天科技海缆股份有限 公司和中天海洋系统有限公司陆续收到项目中标通知书或预中标公示，确认中标/预中标多个海洋系列 项目。在海洋能源领域，浙江海风某项目±500kV直流海陆缆项目（标段一），中标内容为±500kV直流 海陆缆的设计、供货、试验、调试及现场服务和技术服务；阳江三山岛五、六海上风电场集中送出工程 项目500kV海缆供货及敷设工程Ⅱ标段，预中标内容为500kV海底电缆及配套附件和施工；渤中26-6油 田开发（二期）项目，中标内容为35kV海底电缆及配套附件。在深海科技领域，湖南科技大学深海钻 机科研设备项目，中标内容为电驱动海洋绞车及其脐带海缆；南海项目，中标内容为扩展海缆及深海注 塑接头器件。公司本次中标/预中标海洋系列项目金额合计约17.88亿元。 ...

Investment Rating - Maintain "Increase" rating for the electric equipment sector [6] Core Views - The report emphasizes the growth potential in the new energy vehicle after-sales service market due to the rapid increase in the number of new energy vehicles [4] - The green electricity direct connection initiative is expected to enhance the low-carbon competitiveness of China's manufacturing sector [14] - Strategic collaborations in hydrogen energy are being established to promote green low-carbon mining complexes and logistics platforms [16] Summary by Sections 1. New Energy Generation - **Photovoltaics**: The National Energy Administration has issued a notice to promote green electricity direct connection, which allows renewable energy to supply power directly to single users, enhancing the clarity of electricity supply sources. The self-consumption ratio of renewable energy should not be less than 60% of total available generation by 2030 [14] - **Wind Power & Grid**: The Jiangsu Guoxin Dafeng offshore wind project has made significant progress with the successful laying of the first 35kV submarine cable. The report highlights the acceleration of nuclear power construction in both China and the US, with plans to start 10 large nuclear power plants by 2030 [15] - **Hydrogen & Energy Storage**: A strategic cooperation agreement has been signed among Yitai Group, Shuangliang Energy, and Yipai Hydrogen to develop a green low-carbon mining complex in Inner Mongolia. The report recommends focusing on leading companies in hydrogen compression technology [16][17] 2. New Energy Vehicles - The number of newly registered energy vehicles in China reached 11.25 million in 2024, accounting for 41.83% of new registrations. The total ownership of new energy vehicles is projected to reach 31.4 million by the end of 2024, a 261-fold increase since 2014 [26] - The report identifies pain points in the battery after-sales market, including data transparency and high maintenance technical difficulties. A new AI model for battery health assessment has been initiated to address these issues [27][28] 3. Energy Storage - The average bidding price for W3 energy storage systems in May is reported to be between 0.423 and 0.651 RMB/Wh. The report suggests focusing on large-scale energy storage companies with high growth certainty, recommending companies like Sungrow Power and Eastern Daybreak [21][24] 4. Industry Price Dynamics - The report provides insights into the price dynamics of the photovoltaic industry chain, indicating fluctuations in prices for polysilicon, solar cells, and modules [31]