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4月14日晚间,深圳震有科技发布重大公告,公司与刚果民主共和国光纤公司签署了总价15亿美元(不含税)的国家骨干光纤宽带网络项目框架协议。

据悉,该订单创下中国通信企业在非洲单体项目金额新纪录。

本项目采用总价合同模式,项目由“框架协议+订单”构成,订单为本协议的组成部分;每个订单独立验收,独立结算。

公告中提到,鉴于刚果(金)高度重视国家光纤宽带网络的发展,围绕其信息通信基建需求,公司与刚果民主共和国光纤公司本着优势互补、平等互利的原则,由震有科技负责承接刚果(金)国家骨干光纤宽带网络项目总包工程,协助刚果(金)推进其国家信息通信基础设施建设。

工程架构:48个月构建数字动脉

该项目采用"矿产资源换基建"创新模式,标志着中非合作向纵深领域突破。

根据协议,项目将在双方签署矿产合作协议后启动,建设周期48个月,采用模块化订单执行。

本项目的启动日期为刚果民主共和国(刚果(金))相关部门与矿产项目投资方、震有科技在本协议生效后另行签署的关于矿产资源换基础设施项目的合作协议后的第一个工作日,共计48个月完成整个工程。

对于震有科技而言,本次合作的具体落实,有助于进一步拓展公司在非洲地区光通信业务的市场布局,提高市场竞争力。

战略突破:非洲市场纵深卡位

作为国家级高新技术企业,震有科技凭借"全网络产品体系+专网解决方案"双引擎,已在40多个国家完成布局。此次中标凸显三大竞争优势:

自主知识产权:持有700余项专利,其中5G核心网技术通过ETSI认证

复杂场景交付:依托智慧矿山等垂直行业经验,适应刚果(金)地形挑战

创新融资模式:破解非洲基建资金难题,为后续项目提供范本

公司2024年业绩快报显示,全年营收9.5亿元,同比增7.44%;归母净利润2711万元,同比扭亏为盈。期末总资产19.59亿元,资产负债率降至53.7%,为承接巨单奠定财务基础。

本年度,公司紧密围绕战略规划深耕核心主业,以通信产业为根基,抓住全球卫星互联网市场机遇,并通过构建标准化交付体系强化全周期项目管理能力,有效推动营业收入稳健增长。

战略突破:非洲市场纵深卡位

此次签约项目背后,是双方"数字基建-资源开发-产业升级"的立体化合作蓝图:

刚果(金)钴、铜等战略资源储量占全球15%,矿产合资公司年产值预计超30亿美元;

光纤网络将同步部署智慧矿山系统,提升资源开采效率40%以上;

项目创造逾5000个本地就业岗位,培养千名通信技术人才。

事实上,此次大单宣布前不久,刚果民主共和国就已传出与另两家中国企业——Genew和中石沃森(ZhongshiWosen)签署了一份关于实施国家光纤网络(RNFO)的谅解备忘录。

这两项与中国公司签署的协议是 “地平线2025国家数字计划”的一部分,该计划旨在将刚果民主共和国打造成为中部非洲数字经济的战略枢纽。旗舰项目包括5万公里的光纤电缆、主权数据中心以及将3G/4G覆盖范围扩展到农村地区。

可以看到,刚果(金)与中国正大力合作建设国家级光纤网络。

对于此番斩获海外大单,震有科技也表示,本协议为公司日常经营相关的重大框架协议,本协议的签订对公司本年度以及未来年度财务状况和经营成果的影响需视具体订单的签订和实施情况而定,后续具体订单的进展尚存在不确定性。

但本次合作的具体落实有助于进一步拓展震有科技在非洲地区光通信业务的市场布局,提高市场竞争力。相关销售收入的确认将随着本协议的逐步履行而分阶段进行,若本协议能全部顺利履行,将对公司未来业绩产生积极影响。最终利润贡献和相关财务数据的确认,将以公司经审计的财务报告为准。

这家拥有1500名研发人员的硬科技企业,正以"通信+资源"的创新方程式,开启全球化2.0时代!

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