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東方電纜(603606.SH):原中標的海上風電海纜總包項目調整、中標金額由13.9億元調至合同金額為4.65億元
格隆匯 12-22 19:01

格隆匯12月22日丨東方電纜(603606.SH)公佈,公司於2022年2月16日披露了《關於中標海上風電海纜總包項目的提示性公吿》,公吿編號:2022-013。公司中標“明陽陽江青洲四海上風電場項目220kV、35kV海纜採購及敷設工程”,第1包69916.1324萬元人民幣、第2包69078.3261萬元人民幣,中標總金額138994.4585萬元人民幣。

按投標文件要求,該項目原計劃於2022年底全容量併網,東方電纜應在2022年底前完成公司中標項目環節全部產品的交付及敷設工程。取得中標通知書後,公司積極與項目開發商磋商簽訂相關技術及商務合同,但因項目實際進展不及預期,公司未與該開發商簽訂正式合同,亦未收到預付款項,因此未進入排產環節。

2022年12月3日,東方電纜與開發商以會議的形式進一步溝通該項目的生產及交付事宜。鑑於項目交付週期需延期至2023年,結合公司在手訂單的情況(截止2022年12月22日,公司海纜系統在手訂單全額剔除該項目後約為51億元),綜合統籌2023年海纜系統生產計劃,如果全部履行原中標產品數量,將會對公司2023年整體排產工作及其他項目的交付帶來影響。為保障生產組織有效性,在與開發商友好協商的基礎上,將原中標項目做出調整,調整後該項目簽訂的合同金額為46496.915544萬元人民幣(第2包220kV、35kV海纜,不含安裝敷設),交貨期預計2023年7月31日前。公司已於12月6日簽訂了相關合同。

此次中標項目調整主要系該項目建設不及預期,項目的調整有利於公司2023年的整體生產組織統籌,不會影響公司的正常生產經營。

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