证券日报网讯 1月28日，精达股份发布公告称，公司2025年度财务及内控审计机构容诚会计师事务所将 签字注册会计师由刘勇、崔广余、储阳玲调整为刘勇、琚晶晶。 （文章来源：证券日报） ...

证券日报网讯1月28日，精达股份（600577）发布公告称，截至2026年1月27日，公司对控股子公司提供 的担保总额为424188万元，占公司最近一期经审计净资产的72.02%，公司无逾期担保。 ...

| 证券代码：600577 | 证券简称：精达股份 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：110074 | 债券简称：精达转债 | | 铜陵精达特种电磁线股份有限公司 关于变更签字注册会计师的公告 本公司董事会及全体董事保证本公司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。 铜陵精达特种电磁线股份有限公司（以下简称"公司"）于 2025 年 3 月 22 日召开第八届董事会第三十三次会议，审议通过了《关于续聘公司 2025 年度审 计机构的议案》，同意续聘容诚会计师事务所（特殊普通合伙）（以下简称"容 诚"）为公司 2025 年度财务审计及内部控制审计机构，该议案已于 2025 年 4 月 16 日经公司 2024 年年度股东大会审议通过。具体内容详见公司于 2025 年 3 月 25 日刊登于上海证券交易所网站的《精达股份关于续聘会计师事务所的公告》 (公告编号：2025-011)。 近日，公司收到容诚出具的《关于变更铜陵精达特种电磁线股份有限公司签 字注册会计师的说明函》。现将有关情况公告如下： ...

重要内容提示： | 被担保人名称 | 本次担保金额 | | 实际为其提供的 担保余额（不含本 | 是否在前期预计 | 本次担保是否有 反担保 | | --- | --- | --- | --- | --- | --- | | | | | 次担保金额） | 额度内 | | | 铜陵精达漆包线有 限公司 | 17,000 万元 | 191,390 | 万元 | 是 | 否 | | 铜陵精迅特种漆包 线有限责任公司 | 3,000 万元 | 21,028 | 万元 | 是 | 否 | | 铜陵顶科线材有限 公司 | 3,500 万元 | 27,030 | 万元 | 是 | 否 | | 铜陵精达新技术开 发有限公司 | 3,000 万元 | 20,363 | 万元 | 是 | 否 | 担保对象及基本情况 | 证券代码：600577 | 证券简称：精达股份 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：110074 | 债券简称：精达转债 | | 铜陵精达特种电磁线股份有限公司 关于为全资子公司、孙公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载 ...

1月27日，精达股份跌0.28%，截至发稿，报14.45元/股，成交15.48亿元，换手率5.03%，总市值310.57 亿元。精达股份股价已经连续3天下跌，区间累计跌幅7.67%。 国泰恒生A股电网设备ETF（561380）基金经理为吴中昊。 截至发稿，吴中昊累计任职时间4年1天，现任基金资产总规模240.55亿元，任职期间最佳基金回报 126.21%， 任职期间最差基金回报-16.7%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，铜陵精达特种电磁线股份有限公司位于安徽省铜陵市经济技术开发区黄山大道北段988号， 成立日期2000年7月12日，上市日期2002年9月11日，公司主营业务涉及漆包电磁线、裸铜线、电线电缆 及 ...

【ZX电池】铜连接行业近况更新20260120 # 近期变化，近期APH股价持续新高，市场对于铜连接关注度有所提升：前期市场担心Rubin迭代将影响铜缆需 求，实际Rubin速率升级后，有望催生448G需求，头部厂家有望受益产品结构升级；此外，近期头部企业实际需求 良好，推荐沃尔核材、精达股份。 【ZX电池】铜连接行业近况更新20260120 # 近期变化，近期APH股价持续新高，市场对于铜连接关注度有所提升：前期市场担心Rubin迭代将影响铜缆需 求，实际Rubin速率升级后，有望催生448G需求，头部厂家有望受益产品结构升级；此外，近期头部企业实际需求 良好，推荐沃尔核材、精达股份。 # 沃尔核材：高速线产能Q4翻倍、有效产能对应26年15X # 近况&估值，公司目前拥有16台罗森泰设备（25Q3末为7台），26年4月前再增加10+台设备，30台*1.5e产值=45e 发泡产能；公司Q4高速线收入持续增长，GB系列换挡期结束后收入&盈利将迎来拐点：按照26年主业11e+铜缆 60e（按50%发泡50%非发泡测算）*25%=25e业绩，对应26年约15x，低于当前国内PCB、光模块板块公司，估值性 价比高； ...

Investment Rating - The report maintains a "Recommended" rating for the controllable nuclear fusion industry, indicating an expectation of significant growth in the sector over the next 3-6 months [3][49]. Core Insights - The 2026 Nuclear Fusion Energy Technology and Industry Conference held in Hefei is expected to accelerate the industrialization of nuclear fusion, with major procurement projects and collaborative laboratory projects being signed [1][8]. - Star Ring Fusion has completed a 1 billion yuan Series A financing round, which will expedite the commercialization of nuclear fusion technology, with plans to complete engineering validation by 2028 and establish a demonstration reactor by around 2032 [9][1]. - The report anticipates that the domestic nuclear fusion projects will see a total investment of approximately 146.5 billion yuan, with capital expenditures expected to enter an expansion phase from 2025 to 2028, leading to increased orders in the industry chain [8][1]. Summary by Sections Industry Overview - The report highlights the significant participation of over 1,500 attendees from various sectors, including government, academia, and finance, at the 2026 Nuclear Fusion Energy Technology and Industry Conference [8]. - The conference aims to foster collaboration across innovation, industry, finance, and talent chains to build a synergistic nuclear fusion energy ecosystem [8]. Financing and Investment - Star Ring Fusion's 1 billion yuan financing round was led by Shanghai Guotou and other investment groups, focusing on developing a unique high-temperature superconducting spherical tokamak technology [9][1]. - The report notes that the nuclear fusion industry is entering a capital expenditure upcycle, with significant investments expected to drive order volumes in the supply chain [1][8]. Market Performance - The report provides a performance review of the nuclear fusion sector, noting that several companies have seen substantial stock price increases, with top performers including New Wind Power (+42%) and China Nuclear Construction (+27%) [22][26]. - The report also tracks bidding activities, indicating a total bidding amount of 1.28 billion yuan in early January 2026, with several high-value projects being awarded [12][15]. Recommended Companies - The report continues to recommend companies such as Hezhong Intelligent and Lianchuang Optoelectronics, while suggesting attention to Guoguang Electric [3][23]. - It emphasizes the importance of the magnet segment, recommending companies like Western Superconducting and Yongding Co., which have significant value contributions in the nuclear fusion supply chain [33][3].

Core Viewpoint - The news highlights a significant increase in the power equipment sector, with a notable rise in stock prices for several companies, particularly XinFengGuang, which led the gains with a 15.55% increase [1]. Group 1: Market Performance - The power equipment sector rose by 1.87% on the trading day, while the Shanghai Composite Index fell by 0.26% to close at 4101.91, and the Shenzhen Component Index decreased by 0.18% to 14281.08 [1]. - XinFengGuang (688663) closed at 55.00, up 15.55%, with a trading volume of 117,200 shares and a transaction value of 608 million yuan [1]. - Other notable gainers included Hongxiang Co. (300427) with an 11.33% increase, Hanlan Co. (002498) and Guangdian Electric (601616) both up by 10.10%, and several others showing increases around 10% [1]. Group 2: Fund Flow Analysis - The power equipment sector experienced a net outflow of 3.512 billion yuan from institutional investors, while retail investors saw a net inflow of 2.207 billion yuan [2]. - The data indicates that speculative funds had a net inflow of 1.305 billion yuan into the sector [2]. - Specific stocks like SiYuan Electric (002028) and Guangdian Electric (601616) showed varying levels of net inflow and outflow from different investor types, with SiYuan Electric having a net inflow of 2.57 billion yuan from institutional investors [3].

Core Viewpoint - Jingda Co., Ltd. has shown significant stock performance with a year-to-date increase of 22.69% and a recent surge in trading volume, indicating strong investor interest and potential growth in the electric wire and cable manufacturing sector [1][2]. Financial Performance - For the period from January to September 2025, Jingda Co., Ltd. achieved a revenue of 17.776 billion yuan, reflecting a year-on-year growth of 10.50% [2]. - The net profit attributable to shareholders for the same period was 451 million yuan, representing an increase of 8.42% compared to the previous year [2]. Stock Market Activity - As of January 16, 2025, the stock price of Jingda Co., Ltd. was 15.25 yuan per share, with a market capitalization of 32.776 billion yuan [1]. - The stock experienced a trading volume of 1.19 billion yuan, with a turnover rate of 3.69% [1]. - The net inflow of main funds was 69.92 million yuan, indicating positive market sentiment [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Jingda Co., Ltd. was 103,300, a decrease of 5.70% from the previous period [2]. - The average number of circulating shares per shareholder increased by 6.04% to 20,799 shares [2]. - The top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 25.46 million shares [3]. Dividend Distribution - Since its A-share listing, Jingda Co., Ltd. has distributed a total of 1.971 billion yuan in dividends, with 777.6 million yuan distributed over the past three years [3]. Business Overview - Jingda Co., Ltd. specializes in the manufacturing and sales of enameled wire, bare copper wire, electric wires and cables, and drawing dies [1]. - The main revenue sources include enameled wire (72.24%), automotive and electronic wires (14.36%), and special conductors (4.85%) [1].

Core Viewpoint - Jingda Co., Ltd. experienced significant trading activity on January 15, with a total of 5 block trades amounting to 5.88 million shares and a total transaction value of 74.26 million yuan, reflecting a discount of 15.01% compared to the closing price of the day [2] Trading Activity Summary - The stock had a closing price of 14.86 yuan, marking an increase of 5.92% for the day, with a turnover rate of 7.00% and a total trading volume of 2.164 billion yuan, resulting in a net inflow of 209 million yuan from main funds [2] - Over the past 5 days, the stock has increased by 7.06%, while the total net outflow of funds during this period was 625 million yuan [2] Financing Data - The latest margin financing balance for the stock is 2.066 billion yuan, which has increased by 44.97 million yuan over the past 5 days, representing a growth rate of 2.22% [2]