牵手英伟达，无锡“电缆大王”剑指千亿

苏商会02-12

2026 年初，无锡宜兴的远东股份捷报频传。1月底，远东股份发布2025年业绩预告。预计2025年年度净利润为4500万元到6500万元，与上年同期相比，将实现扭亏为盈。2月初，远东股份发布公告，公司收到子公司中标超30亿订单，把时间轴往前拉一下，集团近半年累计中标金额已突破百亿元。这其中，有一批来自美国的企业订单，远东股份向其提供算力芯片相关检测设备，合同总价为1181万元。根据众多市场...

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捷报频传。1月底，远东股份发布2025年业绩预告。预计2025年年度净利润为4500万元到6500万元，与上年同期相比，将实现扭亏为盈。2月初，远东股份发布公告，公司收到子公司中标超30亿订单，把时间轴往前拉一下，集团近半年累计中标金额已突破百亿元。这其中，有一批来自美国的企业订单，远东股份向其提供算力芯片相关检测设备，合同总价为1181万元。根据众多市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212154929a49b6e05&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1366333091.USD","symbol_name":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212154929a49b6e05&s=b","article_id":"2610910884","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212154929a49b6e05&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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芯片”公司的供应商资质代码，逐步批量供应该公司所需高速铜缆、智驾数据传输线、车载线、电源线及连接器等产品，并推动下一代芯片液冷板送样测试与量产筹备。虽然当时并未点明客户名称，但市场已经看懂了信号。2026年1月的订单公告，加上蒋锡培之子蒋承志与黄仁勋的合影曝光，让市场更加确定了其合作对象就是英伟达。2025年初，蒋锡培跟员工强调，远东所有管理岗位，必须掌握AI应用能力，“会使用AI，你就能够生存，能够留下来。”这位62岁的企业家自己也在积极拥抱新技术。在其视频作品中，多次提到豆包、文心一言等AI工具，亲自学习使用。这种从上至下的AI转型，使远东股份的产品成功进入AI算力基础设施领域。与英伟达的合作，也让市场看到了远东股份在新兴领域的布局能力，这一能力也体现在智能电池板块的发展上。要知道，远东的智能电池业务在2024年亏损高达6.91亿元，却在2025年打出一场精彩的“翻身仗”。2025年，远东智能电池板块订单同比增长411%，这个曾被视为“包袱”的业务，正强势崛起为“第二增长曲线”。尽管目前该板块仍处于投入期，尚未实现盈利，但蒋锡培对其未来发展充满信心，直言智能电池“发展潜力巨大”。目前，远东股份的智能电池产品早已跳出传统应用场景，向机器人、 无人机 、两轮车等新兴领域延伸，其产品已成功应用于四足巡检机器人、BBU 备用电池单元领域。在蒋锡培看来，“算力即电力，电力即未来，这场激烈的算力竞赛，实则是能源革命起跑线”。在这场新的商业竞赛中，远东控股已经拿到了入场券。驶向新深海在 智能电网 线缆持续霸榜的同时，一项海缆业务的中标引起了业内人士的重视。2025年11月，远东股份中标海南海缆项目1.12亿元，为首个公开披露的海缆大单。据估算，目前海缆业务仅占约5%。但这个数字背后，隐藏着可能改变行业格局的战略布局。在专业人士看来，“海缆行业有其特殊性，一般首单突破后，后续订单呈指数级增长。”海上风电 场通常采用“一揽子”采购模式，一旦首个项目交付成功，业主倾向于沿用同一供应商以降低接口风险。 中天科技 、 东方电缆 的成长轨迹均验证了这一规律。为了拿下海缆市场的入场券，远东股份早已下足功夫。2022 年，公司斥资 30 亿元在江苏如东洋口港建设高端海工海缆产业基地。如今，这里不仅拥有柔性直流光纤复合海缆全流程生产技术，更获得了世界经济论坛评选的“灯塔工厂”认证。值得注意的是，远东选择了一个巧妙的入场时机。目前，国内海缆市场85%以上的份额被中天科技、东方电缆、 亨通光电 三家占据。但三巨头主要产能集中于江浙地区，在海南等新兴海上风电市场存在本地化供应缺口。远东如东基地恰好辐射南海区域，区位优势明显。更关键的是技术窗口期正在打开。“2025-2028年，广东、福建深远海项目将大规模采用±320kV/±500kV柔直海缆。”一位风电行业人士透露。三巨头中，仅东方电缆有成熟业绩，中天、亨通仍处于产能改造期。远东的新建产线若能在2026年完成柔直认证，有望跳过交流红海，直接进入柔直蓝海。海缆或许短期内不会贡献巨额营收，但它的战略意义在于打开了深海风电的大门，为公司提供了未来十年可持续的增长空间。两个千亿目标连续收获订单、扭亏为盈只是开始。蒋锡培为远东股份定下了更长远的目标：营收、市值两个千亿。“2026年，我们要苦练内功、守正创新。”他号召员工把握机遇。从1985年创办宜兴市范道仪表仪器厂，到如今带领远东股份成为年入260亿元的线缆巨头，连续19年荣登“中国企业500强”，蒋锡培的创业史，是一部中国民营企业家的成长史，更是一部远东股份不断与时俱进、突破自我的发展史。上世纪80年代初，蒋锡培从修钟表起家，彼时他的梦想只是挣5万元、盖两间楼房，这个朴素的目标不到一年就实现了，但他并未安于现状。抓住国家基建大爆发机遇的蒋锡培，踏入电缆行业，从此与这根“小小电缆”结下不解之缘。四十余载风雨兼程，蒋锡培带领远东股份完成了五次改制，堪称中国企业改制的典范：从温州模式到苏南模式，从混合所有制改革到完善法人治理结构，再到企业资本运营，每一次改制都紧扣时代脉搏，让远东股份在不同的发展阶段都能找准定位、突破瓶颈。五次改制，六次飞跃，远东股份从一家小企业，成长为覆盖智能缆网、智能电池、智慧机场三大业务的 综合 性企业。如今，62岁的蒋锡培依然活跃在公司一线。2025年12月，远东股份选出新一届管理层，蒋锡培仍担任董事长。公司证券部门人士称，他负责具体业务。“我现在是退休返聘人员。”蒋锡培在公开场合幽默地说。孩子们曾表示，需要老爸掌舵、把把脉，想干到哪一天就干到哪一天。与许多同龄企业家不同，蒋锡培积极拥抱新媒体。在视频号上，他是位活跃的“企业家博主”。2024年5月至今，他创作了378条内容，月均18条。视频中，他亲自出镜，讲解远东股份的产品、业务及企业文化，语言朴实，态度真诚。在人才传承与组织进化上，蒋锡培同样展现出超前的视野。他以\"事业合伙人\" 机制打破家族企业的封闭性，推动公司治理现代化；两个儿子虽都在家族企业历练，但他并未急于推进交接班，长子蒋承志负责集团核心管理工作，次子蒋承宏兼任上市公司职工代表董事，还独自创办企业布局虚拟偶像赛道。随着AI 算力赛道的持续突破、智能电池板块的稳步成长、海缆业务的蓄势待发，相信远东股份的“两个千亿”不会遥远。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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