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Guosheng Securities: Multiple favorable factors resonate, and the fiber optic cable industry is expected to break out of the current industry trough in 24 years
Since entering 2024, domestic ocean wind construction has gradually recovered, overseas cable demand has begun, and high-end optical fiber is expected to break out of the “cycle product” attribute under AI demand. The fiber optic cable industry is expected to break out of this industry trough and move towards recovery.
Huachuang Securities: The wind power boom has clearly rebounded, and the profit resilience of the 24Q1 Haifeng sector is obvious
The Zhitong Finance App learned that Huachuang Securities released a research report saying that the wind power boom will recover in 2023, and it is expected to add 83 GW of installed capacity in 2024, of which the sea breeze is +46.4% compared to the same period last year. The wind power boom rebounded markedly in 2023, adding 75.9 GW of installed capacity throughout the year, +101.7%. Among them, sea/land added 6.8/69.1 GW respectively, +167.8%/+197.3%. Since 2024, several seabreeze projects in Guangdong, Zhejiang, Fujian and other places have been approved, and bids for fans/submarine cables have accelerated markedly since March. Approaching the end of the “14th Five-Year Plan”, domestic seabreeze projects are expected
Zhongtian Technology (600522): Steady revenue growth, sufficient on-hand orders
Incident: Zhongtian Technology Releases 2023 Annual Report and 2024 Quarterly Report: The company achieved revenue of 45.065 billion yuan (+11.91% year-on-year) and net profit of 3.117 billion yuan to mother (year-on-year -3.03 billion yuan)
Zhongtian Technology (600522): The pace of submarine cable delivery affects short-term performance and sufficient orders in hand
Key investment results were under pressure in the short term. Delivery of the Haifeng project was delayed in 2023. The company achieved revenue of 45.07 billion yuan, +11.9% year over year; net profit to mother was 3.12 billion yuan, -3.0% year over year. Among them, the optical communication sector
Zhongtian Technology (600522): Marine business with plenty of orders in hand or an inflection point
The core point is that the company's net profit declined in 2023 due to the slowdown in the start-up pace of the Haifeng project and losses in copper foil/photovoltaic materials and other businesses. As of 2024Q1, the company's marine business has orders of 11.5 billion yuan, and reserves such as offshore vessels
Zhongtian Technology (600522.SH) has repurchased a total of 9.268,900 shares at a cost of 113 million yuan
Zhongtian Technology (600522.SH) announced that as of April 30, 2024, the company will implement the fourth phase to concentrate...
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