每经讯，2025年9月4日，北交所上市公司太湖远大（920118，收盘价：27.2元）发生一笔大宗交易，成交价19.05元/股，成交数 量24.3万股，成交金额462.92万元，折价29.96%。买入营业部是东吴证券股份有限公司苏州工业园区扬富路证券营业部，卖出营 业部是招商证券股份有限公司湖州苕溪西路证券营业部。 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 ...

Core Viewpoint - Company faces performance pressure in H1 2025, but future profitability is expected to improve with the production of ultra-high voltage cable materials [1][3] Group 1: Financial Performance - In H1 2025, the company reported revenue of 757 million yuan, a decrease of 0.46% year-on-year, and a net profit attributable to shareholders of 13.755 million yuan, down 63.94% year-on-year [1] - Q2 2025 revenue was 464 million yuan, an increase of 9.69% year-on-year and 57.80% quarter-on-quarter, with a net profit of 10.7085 million yuan, down 54.40% year-on-year but up 251.50% quarter-on-quarter [1] - The company has revised its profit forecasts for 2025-2026 and added a forecast for 2027, expecting net profits of 42 million (originally 91 million), 76 million (originally 115 million), and 100 million yuan for 2025-2027, respectively [1] Group 2: Market Dynamics - The company faced significant profit declines due to intensified industry competition and sluggish downstream demand, leading to an 11.85% drop in revenue from chemical cross-linked products [2] - Despite domestic challenges, the company achieved a 13.13% increase in overseas sales, generating 104 million yuan in revenue in H1 2025, with a gross margin of 13.72%, higher than the domestic gross margin of 6.33% [2] Group 3: Production Capacity and Technological Advancement - As of June 2025, the company has fully launched its fundraising projects, significantly increasing overall production capacity, including a 20,000-ton ultra-high voltage project, making it one of the few companies capable of mass production of high and ultra-high voltage cable materials [3] - The company has obtained type test reports for 110kV high voltage products and is progressing with the production and testing of 220kV products, aiming to reduce reliance on imported high-end specialty products and materials [3]

| 成交量 | 成交金额 | 成交价格 | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | | | | | 东吴证券股份有限公司苏 | 招商证券股份有限公 | | 31.00 | 595.20 | 19.20 | -28.30 | 州工业园区扬富路证券营 | 司湖州苕溪西路证券 | | | | | | 业部 | 营业部 | | | | | | | 国海证券股份有限公 | | 14.70 | 281.95 | 19.18 | -28.38 | 国海证券股份有限公司深 | 司深圳福中三路营业 | | | | | | 圳福中三路营业部 | | | | | | | | 部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 进一步统计，近1个月内该股累计发生13笔大宗交易，合计成交金额为3645.06万元。 证券时报·数据宝统计显示，太湖远大今日收盘价为26.78元，下跌2.26%，日换手率为3. ...

Core Viewpoint - On September 2, 2025, Taihu Yuanda (920118) listed on the Beijing Stock Exchange executed five block trades totaling 10.04 million yuan, with the highest transaction price at 19.56 yuan per share, reflecting a discount of 28.61% [1][2]. Summary by Relevant Categories Transaction Details - The highest transaction involved 146,000 shares at a price of 19.56 yuan per share, amounting to 2.8558 million yuan, with a discount of 28.61% [1][2]. - Other transactions included: - 142,200 shares at 19.25 yuan per share, totaling 2.7364 million yuan, with a discount of 29.74% [2]. - 85,300 shares at 19.25 yuan per share, totaling 1.642 million yuan, with a discount of 29.74% [2]. - 80,000 shares at 19.25 yuan per share, totaling 1.54 million yuan, with a discount of 29.74% [2]. - 66,000 shares at 19.25 yuan per share, totaling 1.2705 million yuan, with a discount of 29.74% [2]. Brokerage Information - The buying brokerage for the highest transaction was Guotai Junan Securities Co., Ltd., Henan Zhengzhou Huanghe Road branch, while the selling brokerage was China Merchants Securities Co., Ltd., Shanghai Pudong Avenue branch [1][2]. - Other transactions involved various branches of Guotai Junan Securities and China Merchants Securities, indicating active participation from these firms in the trading of Taihu Yuanda shares [2].

进一步统计，近1个月内该股累计发生11笔大宗交易，合计成交金额为2767.91万元。 证券时报·数据宝统计显示，太湖远大今日收盘价为27.40元，下跌0.36%，日换手率为4.79%，成交额为 4039.23万元，近5日该股累计下跌3.76%。（数据宝） 9月2日太湖远大大宗交易一览 太湖远大（920118）9月2日大宗交易平台共发生5笔成交，合计成交量51.95万股，成交金额1004.47万 元，以折溢价进行统计，今日5笔大宗交易成交价相对收盘价均为折价交易。 | 成交量 | 成交金额 | 成交价格 | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | 14.60 | 285.58 | 19.56 | -28.61 | 国泰海通证券股份有限 公司河南郑州黄河路营 | 招商证券股份有限公司 上海浦东大道证券营业 | | | | | | 业部 | 部 | | 14.22 | 273.64 | 19.25 | -29.74 | 国信证 ...

每经讯，2025年9月1日，北交所上市公司太湖远大（920118，收盘价：27.5元）发生一笔大宗交易，成交价18.97元/股，成交数 量34万股，成交金额644.98万元，折价31.02%。买入营业部是招商证券股份有限公司湖州苕溪西路证券营业部，卖出营业部是 国信证券股份有限公司杭州市心中路证券营业部。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 曾健辉） ...

太湖远大（920118）9月1日大宗交易平台出现一笔成交，成交量34.00万股，成交金额644.98万元，大宗 交易成交价为18.97元，相对今日收盘价折价31.02%。该笔交易的买方营业部为招商证券股份有限公司 湖州苕溪西路证券营业部，卖方营业部为国信证券股份有限公司杭州市心中路证券营业部。 进一步统计，近1个月内该股累计发生6笔大宗交易，合计成交金额为1763.44万元。 证券时报·数据宝统计显示，太湖远大今日收盘价为27.50元，上涨1.48%，日换手率为4.23%，成交额为 2536.44万元，近5日该股累计下跌2.86%。（数据宝） 9月1日太湖远大大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | | | | | 招商证券股份有限公司 | 国信证券股份有限公司 | | 34.00 | 644.98 | 18.97 | -31.02 | 湖州苕溪西路证券营业 | 杭 ...

太湖远大（920118）8月29日大宗交易平台共发生5笔成交，合计成交量58.30万股，成交金额1118.46万 元，以折溢价进行统计，今日5笔大宗交易成交价相对收盘价均为折价交易。 证券时报·数据宝统计显示，太湖远大今日收盘价为27.10元，下跌1.06%，日换手率为4.27%，成交额为 2560.63万元，近5日该股累计下跌3.93%。（数据宝） 8月29日太湖远大大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 盘价折溢价 | 买方营业部 | 卖方营业部 | | | | | （%） | | | | 26.90 | 516.21 | 19.19 | -29.19 | 东吴证券股份有限公司苏 | 招商证券股份有限公 司湖州苕溪西路证券 | | | | | | 州工业园区扬富路证券营 | | | | | | | 业部 | 营业部 | | 9.00 | 172.62 | 19.18 | -29.23 | 招商证券股份有限公司湖 | 国信证券股份有限公 司杭州市心 ...

Investment Rating - The report maintains a rating of "Accumulate" for the company [1] Core Views - The company reported a significant improvement in Q2 performance with a quarter-on-quarter net profit increase of 252%, despite a year-on-year revenue decline of 0.5% in H1 2025 [2][3] - The company is advancing its production capacity with the completion of fundraising projects, particularly in high-pressure cable materials, which positions it as a leader in the industry [4] Financial Performance Summary - H1 2025 revenue was 757 million yuan, with a net profit of 14 million yuan, reflecting a year-on-year decrease of 64% [2] - Q2 2025 revenue reached 464 million yuan, with a net profit of 11 million yuan, showing a year-on-year increase of 10% and a quarter-on-quarter increase of 58% [2] - The company's gross profit margin for H1 2025 was 7.34%, down 2.51 percentage points year-on-year [2] Business Segment Performance - The silane cross-linking segment generated 347 million yuan in revenue, accounting for 46% of total revenue, with a gross margin of 6.84% [3] - The chemical cross-linking segment saw a revenue decline of 12% to 244 million yuan, representing 32% of total revenue, with a gross margin of 3.97% [3] - The shielding material segment achieved 88 million yuan in revenue, up 11% year-on-year, with a gross margin of 9.27% [3] - The low-smoke halogen-free segment reported a revenue decline of 17% to 77 million yuan, with a gross margin of 17.36% [3] Market Position and Growth Potential - The company is among the few domestic cable manufacturers capable of series production of various cable materials, maintaining a strong competitive position with a market share among domestic peers [4] - The company has established partnerships with 70 overseas clients across 24 countries, enhancing its market reach [4] - The successful development of new materials for electric vehicle cables is expected to open growth opportunities in the automotive materials sector [4] Earnings Forecast - The report forecasts net profits for 2025 to be 74 million yuan, with projections of 84 million yuan and 97 million yuan for 2026 and 2027, respectively [4]

一、 本次股票解除限售数量总额为 8,937,100 股，占公司总股本 17.56%，可交 易时间为 2025 年 9 月 2 日。 二、本次股票解除限售的明细情况及原因 单位：股 证券代码：920118 证券简称：太湖远大 公告编号：2025-081 浙江太湖远大新材料股份有限公司股票解除限售公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 | | | 是否为控股 | 董事、监 | 本次 | 本次解除 | 本次解除 | 尚未解 | | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 股东姓名或名称 | 股东、实际 | 事、高级 | 解限 | 限售登记 | 限售股数 | 除限售 | | 号 | | 控制人或其 | 管理人员 | 售原 | 股票数量 | 占公司总 | 的股票 | | | | 一致行动人 | 任职情况 | 因 | | 股本比例 | 数量 | | | | | 原董事、 | | | | | | 1 | 夏臣科 | 否 | 高级管理 ...