永鼎股份(600105.SH)跌6.38%，报10.28元，总市值150.3亿元。永鼎股份公告称，公司控股股东永鼎集团有限公司因自身资金需求，计划自本公告披露之日 起15个交易日后的3个月内，拟通过集中竞价、大宗交易方式合计减持公司股份不超过43,859,700股，即不超过公司总股本的3%。减持价格按照减持实施时 的市场价格确定。(格隆汇) ...

| 咸持期间 | | 减持均价(元/股)减持股数(万股) 套现金额(万元) 减持后持股比例 | | | --- | --- | --- | --- | | 20230301-202307106.33 | 1403.36 | 8881.84 | 27.23% | | 20230201-202302284.1 | 1405.15 | 5755.63 | 28.23% | | 20210830-202109223.64 | 1380.87 | 5020.99 | 29.74% | | 20200723-202007275 | 2000 | 10000 | 34.28% | | 20200507-202007204.98 | 1238.38 | 6162.79 | 35.69% | | 20101208-201012080 | 1850 | 0 | 31.93% | | 合计 | 9277.76 | 35821.25 | | 中登公司官网最新数据显示，截至2025年9月12日，永鼎股份的股份质押比例为16.14%。 | 日期 | 证券代 | 证券简 | ぼ抽素 | 无限售股份质押数量 | 有限售股份质押数量 | A股 ...

Core Viewpoint - The submarine cable industry in China is experiencing rapid growth driven by the expansion of offshore wind power and marine energy development, supported by comprehensive government policies and technological advancements [1][6][12]. Industry Overview - Submarine cables are essential infrastructure for connecting power and communication networks across oceans, categorized into submarine communication cables and submarine power cables [2][3]. - The industry is positioned as a strategic resource for supporting the digital transformation of the marine economy and the construction of a global energy internet [6]. Policy Analysis - China's policies, including the "14th Five-Year Plan" for renewable energy, aim to promote the large-scale development of offshore wind power and marine energy, providing a robust support system for the submarine cable industry [6][10]. Industry Chain - The submarine cable industry chain in China includes upstream raw material supply, midstream cable manufacturing, and downstream installation and operation, with leading companies like Zhongtian Technology, Hengtong Optic-Electric, and Dongfang Cable dominating the market [8][12]. Market Demand - The offshore wind power market is the primary driver of submarine cable demand, with installed capacity expected to grow significantly from 9 million kW in 2020 to 41.27 million kW by 2024, reflecting a compound annual growth rate of 46.33% [10][12]. - Marine energy is also a key market, with a target of 400,000 kW installed capacity by 2030, further expanding the demand for high-end submarine cables [11][12]. Current Industry Status - The submarine cable industry in China is in a phase of technological leadership and market expansion, with a projected market size of approximately 230 billion yuan by 2024 [12]. - The industry has achieved significant technological advancements, including a complete technical system covering voltage levels from 220kV to 500kV [12]. Competitive Landscape - The industry exhibits a concentrated oligopoly structure, with the top three companies—Dongfang Cable, Zhongtian Technology, and Hengtong Optic-Electric—holding a combined market share of 87% [13][14]. - International competitors like Prysmian and Nexans dominate the high-end market, while Chinese companies are expanding into emerging markets in Southeast Asia and Africa [13][14]. Future Development Trends - The submarine cable industry is expected to undergo a transformation towards high-end, intelligent, and green technologies, with a focus on dynamic cables and AI operation systems [16]. - The market is anticipated to expand globally, with emerging scenarios such as submarine data center interconnections and marine observation networks contributing to significant growth [17]. - The industry will evolve towards a collaborative ecosystem, enhancing supply chain resilience and establishing international standards [18][19].

Macro News - The U.S. Treasury reported that from January to August, the national general public budget revenue reached 14,819.8 billion yuan, a year-on-year increase of 0.3% [2] - The securities transaction stamp duty for the same period was 118.7 billion yuan, showing a significant year-on-year increase of 81.7% [2] - In August, the securities transaction stamp duty increased by 226% year-on-year and 66% month-on-month [2] Industry News - The Ministry of Industry and Information Technology is soliciting opinions on the mandatory national standard for "Intelligent Connected Vehicles Combination Driving Assistance System Safety Requirements," which includes features for detecting driver disengagement [3] - The total A-share trading volume for the year has reached 280 trillion yuan, a 109% increase compared to the same period last year [3] - The average daily trading volume in A-shares is 16.1 trillion yuan, up 107% year-on-year [3] - The China Nonferrous Metals Industry Association reported that the transaction price range for multi-crystalline silicon n-type raw materials is 51,000 to 55,000 yuan per ton, with an average transaction price of 53,200 yuan per ton, reflecting an 8.57% increase [4] Company News - Tianpu Co. announced that there is uncertainty regarding the change of control, and its stock will resume trading on September 18 [11] - Hengrui Medicine announced that its application for a new indication for the injection of Rukang Qumizhuo monoclonal antibody for breast cancer patients has been accepted and prioritized for review [11] - China Ping An announced the completion of its long-term service plan for stock purchases for the year 2025 [11] - Top Group announced that its actual controller and vice chairman has terminated the share reduction plan ahead of schedule [11] - Huazhu Group announced a planned investment of no more than 10 billion yuan in bank wealth management products [11]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600105 证券简称：永鼎股份 公告编号：2025-050 江苏永鼎股份有限公司 控股股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： ● 控股股东持股的基本情况 截至本公告披露日，江苏永鼎股份有限公司（以下简称"公司"）控股股东永鼎集团有限公司（以下简 称"永鼎集团"）持有公司无限售条件流通股382,618,695股，占公司总股本的26.171%。 ● 减持计划的主要内容 永鼎集团因自身资金需求，计划自本公告披露之日起15个交易日后的3个月内，拟通过集中竞价、大宗 交易方式合计减持公司股份不超过43,859,700股，即不超过公司总股本的3%；其中，采取集中竞价交易 方式减持时，在任意连续90日内，减持股份的总数不超过14,619,900股（即不超过公司总股本的1%）； 采取大宗交易方式减持时，在任意连续90日内，减持股份的总数不超过29,239,800股（即不超过公司总 股本的2%）。减持价格按照减持实施时的市场价格 ...

Mergers and Acquisitions - Changrong Co., Ltd. plans to acquire 100% equity of Enchi New Energy from Enhui New Energy for a consideration of 0 yuan, followed by a capital increase of 60 million yuan for a 100,000 kW photovoltaic power generation project in Yongchang County [1] - Zaiseng Technology has terminated its cash acquisition plan for 49% equity of Maikelong due to lack of substantial progress and to protect the interests of the company and its shareholders [2] Shareholding Changes - Yongding Co., Ltd.'s controlling shareholder, Yongding Group, intends to reduce its shareholding by up to 4,385,970 shares, representing no more than 3% of the total share capital [3] - Xinhang New Materials' controlling shareholder, Qin Cui'e, plans to reduce her shareholding by up to 349,760 shares, approximately 2% of the total share capital [4] - Dagang Holdings' shareholder, Yingqi Management, plans to reduce its shareholding by up to 952,000 shares, about 3% of the total share capital [5] Risk Matters - Pinming Technology is planning a significant matter that may lead to a change in control, resulting in a stock suspension from September 18 for no more than 2 trading days [6] - Hangzhou High-tech's shareholder, Wanren Zhongying, has 583,370 shares (4.61% of total share capital) subject to judicial auction scheduled for October 16-17, 2025 [7] Company Operations - Kosen Technology clarified that it does not produce AI glasses or their structural components, and its folding screen hinge assembly business generated only 2.10% of total revenue in the first half of 2025 [8] - Meili Cloud's shareholder, Zhongye Paper, has had its bankruptcy liquidation application accepted by the court [9][10] Stock Trading - Tianpu Co., Ltd. has completed its stock trading suspension review and will resume trading on September 18, following an investigation into abnormal trading activities [11]

Group 1 - On September 17, Junsheng Electronics disclosed an increase in shareholding, with Junsheng Group acquiring 700,000 A-shares during the period of unusual stock fluctuations [1][2] - A total of 29 A-share listed companies announced share reductions, including notable firms such as Shuanglu Pharmaceutical, Xinruida, and Boyun New Materials [1][2] Group 2 - Shuanglu Pharmaceutical's board secretary plans to reduce holdings by no more than 0.0365% of the company's shares [2] - Xinruida's shareholder Dai Yongjian intends to reduce holdings by no more than 0.13% [2] - Boyun New Materials' shareholder Gao Chuangtou plans to reduce holdings by no more than 1% [2] - Other companies with planned reductions include Guanggang Gas, Hanyi Co., and Weilan Lithium, with reductions ranging from 0.16% to 3.48% [2]

Core Viewpoint - On September 17, a total of 29 A-share listed companies disclosed their share reduction plans, indicating a trend of insider selling in the market [1][3]. Group 1: Company Reduction Plans - Shuanglu Pharmaceutical: Secretary Liang Shujie plans to reduce holdings by no more than 0.0365% of the company's shares [3]. - Xinruida: Shareholder Dai Yongjian intends to reduce holdings by no more than 0.13% of the company's shares [3]. - Boyun New Materials: Shareholder Gao Chuangtou plans to reduce holdings by no more than 1% of the company's shares [3]. - Guanggang Gas: Shareholder Jinggangshan Chengxing plans to reduce holdings by no more than 26.38 million shares [3]. - Hanyi Co., Ltd.: Controlling shareholder and concerted parties plan to reduce holdings by no more than 3% [3]. - Yijie Chuangxin: Directors and senior management are planning to reduce their shareholdings [3]. - Yuanfei Pet: Shareholders plan to collectively reduce holdings by no more than 3.48% of the company's shares [3]. - Yinbang Co., Ltd.: Shareholders plan to reduce holdings by no more than 3% of the company's shares [3]. - Dagang Holdings: Shareholder Yingqi Management plans to reduce holdings by no more than 3% [3]. - Xinchao New Materials: Controlling shareholder and actual controller plan to reduce holdings by no more than 2% [3]. - Xinyu Guoke: Shareholder Jiangxi Agricultural Development Group plans to reduce holdings by no more than 1% [3]. - Beijing Renli: Tianjin Rongheng plans to reduce holdings by no more than 16.98 million shares, which is not more than 3% of the total share capital [3]. - Huangma Technology: Director Ma Rongfen plans to reduce holdings by no more than 0.85% [3]. - Sany Heavy Energy: Some directors and supervisors are planning to reduce their shareholdings [3]. - Haoshi Machinery: Director Xiao Yonglin plans to reduce holdings by no more than 290,000 shares [3]. - Aled: Shareholder Wu Jing plans to reduce holdings by no more than 1.5% of the company's shares [3]. - Yutong Optical: General Manager Jin Yonghong and senior management Chen Tianfu plan to reduce their shareholdings [3]. - Lingwei Technology: Directors and senior management plan to reduce holdings by no more than 300,000 shares [3]. - Tefa Service: Shareholder Yinkun Company plans to reduce holdings by no more than 2% [3]. - Shenglong Co., Ltd.: Controlling shareholders plan to reduce holdings by no more than 3% [3]. - Tianlong Co., Ltd.: Director Shen Zhaohui plans to reduce holdings by no more than 0.16% [3]. - Tailin Biology: The actual controller's concerted action reduced 1.18 million shares from August 8 to September 17 [3]. - Laisentongling: Shareholder Ningbo Ningju plans to reduce holdings by no more than 1% [3]. - Qixia Construction: Nanjing Gaoke plans to reduce holdings by no more than 31.5 million shares, which is not more than 3% of the total share capital [3]. - Zhanpeng Technology: Shareholders plan to collectively reduce holdings by 3.18% of the company's shares [3]. - Transsion Holdings: Shareholder Transsion Investment plans to transfer 22.807 million shares, reducing the holding ratio to 47.15% [3]. - Yongding Co., Ltd.: Controlling shareholder Yongding Group plans to reduce holdings by no more than 3% [3]. - Laike Electric: Director Zhang Yuqing plans to reduce holdings by no more than 104,500 shares [3].

Group 1: Fiscal Revenue and Budget - In the first eight months of 2025, the national general public budget revenue reached 148198 billion yuan, showing a year-on-year growth of 0.3% [1] - Tax revenue amounted to 121085 billion yuan, with a slight increase of 0.02% year-on-year, while non-tax revenue was 27113 billion yuan, growing by 1.5% [1] - Central government budget revenue was 64268 billion yuan, reflecting a year-on-year decline of 1.7%, whereas local government budget revenue was 83930 billion yuan, increasing by 1.8% [1] Group 2: Smart Connected Vehicles - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for smart connected vehicle combination driving assistance systems [2] - The proposed standards aim to establish a safety baseline for smart connected vehicle products, requiring systems to activate only under designed operating conditions [2] - The standards include comprehensive safety technical requirements covering human-machine interaction, functional safety, information security, and data recording, creating a "triple safety guarantee" [2] Group 3: Service Consumption Policies - The Ministry of Commerce plans to introduce a series of specialized documents to promote high-quality development in the accommodation industry and the integration of railways and tourism [3] - Over 30 policies have already been implemented to establish a "1+N" policy system for service consumption [3] Group 4: Financial Support for Consumption - The People's Bank of China is actively supporting qualified financial institutions to issue financial bonds and credit asset-backed securities to enhance consumer credit supply capacity [4] - From January to July this year, automotive financial companies issued financial bonds totaling 215 billion yuan and credit asset-backed securities amounting to 484 billion yuan [4] Group 5: Corporate News - Shanghai Construction Group reported that its gold business revenue constitutes a low proportion of total operating income [6] - NIO received an investment of 1.16 billion USD [6] - New materials company plans to reduce its stake by no more than 2% [6] - Huazhu Group intends to invest up to 10 billion yuan in financial products [6] - Several companies, including Maimai Bio and Xinyuan Technology, are involved in significant partnerships and developments [6]

（文章来源：证券日报） 证券日报网讯 9月17日晚间，永鼎股份发布公告称，截至本公告披露日，公司控股股东永鼎集团有限公 司（简称"永鼎集团"）持有公司无限售条件流通股382，618，695股，占公司总股本的26.171%。永鼎集 团因自身资金需求，计划自本公告披露之日起15个交易日后的3个月内，拟通过集中竞价、大宗交易方 式合计减持公司股份不超过43，859，700股，即不超过公司总股本的3%；其中，采取集中竞价交易方 式减持时，在任意连续90日内，减持股份的总数不超过14，619，900股（即不超过公司总股本的 1%）；采取大宗交易方式减持时，在任意连续90日内，减持股份的总数不超过29，239，800股（即不 超过公司总股本的2%）。 ...