（文章来源：证券日报） 证券日报网讯 8月11日晚间，远东股份发布公告称，截至目前，公司担保总额为1，080，308.60万元， 实际担保余额为752，791.88万元，分别占公司2024年经审计归属于上市公司股东的净资产的比例为 252.67%、176.07%，其中：公司对全资/控股子公司的担保总额为1，067，764.60万元，实际担保余额 为740，247.88万元，分别占公司2024年经审计归属于上市公司股东的净资产的比例为249.74%、 173.14%；公司对其他公司的担保总额为12，544.00万元，实际担保余额为12，544.00万元，分别占公 司2024年经审计归属于上市公司股东的净资产的比例为2.93%、2.93%，公司担保均不存在逾期情形， 公司不存在为控股股东和实际控制人及其关联人提供担保的情形。 ...

Group 1 - The revenue composition of Far East Holdings for the year 2024 is as follows: Green building cables account for 28.13%, smart manufacturing cables for 27.86%, smart grid cables for 19.43%, smart airport cables for 6.36%, and clean energy cables for 5.3% [1] Group 2 - As of August 11, the total guarantee amount of Far East Holdings is approximately 10.803 billion yuan, with an actual guarantee balance of about 7.528 billion yuan, representing 252.67% and 176.07% of the company's audited net assets attributable to shareholders for 2024, respectively [3] - The total guarantee amount for wholly-owned or controlled subsidiaries is about 10.678 billion yuan, with an actual guarantee balance of 7.402 billion yuan, accounting for 249.74% and 173.14% of the company's audited net assets attributable to shareholders for 2024, respectively [3] - The company has provided guarantees to other companies totaling approximately 125 million yuan, with an actual guarantee balance of 125 million yuan, representing 2.93% of the company's audited net assets attributable to shareholders for 2024 [3] - There are no overdue guarantees, and the company does not provide guarantees for controlling shareholders, actual controllers, or their related parties [3]

担保对象及基本情况 | 担保对象一 | 被担保人名称 | 新远东电缆有限公司（以下简称"新 远东电缆"） | | | | --- | --- | --- | --- | --- | | | 本次担保金额 | 3,105.00 万元 | | | | | 实际为其提供的担保余额 | 173,052.45 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ 江西远东锂电有限公司、江西远东 | | 担保对象二 | 被担保人名称 | | | 电池有限公司（以下简称"江西远 东锂电"、"江西远东电池"） | | | 本次担保金额 | 17,100.00 | | 万元 | | | 实际为其提供的担保余额 | 65,568.67 | | 万元 | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | ...

Core Viewpoint - The company announced its H1 2025 earnings forecast, projecting a net profit attributable to shareholders of 120-200 million yuan and a net profit excluding non-recurring items of 100-180 million yuan, marking a turnaround to profitability mainly due to the growth in smart cable networks and smart airport businesses, as well as a significant reduction in losses from the smart battery business [1] Group 1: Business Performance - The company achieved a robust order growth with contracts worth over 10 million yuan amounting to 18.17 billion yuan from January to July 2025, representing an 18.8% year-on-year increase [1] - The smart cable network business is expanding into AI, robotics, and marine sectors, with the launch of the Nantong submarine cable smart lighthouse factory and securing long-length submarine cable orders [2] - The smart battery business is expected to continue reducing losses, with international cooperation deepening through a technology licensing agreement with the UK's only large-scale independent battery manufacturer, Volklec [2] Group 2: Future Outlook - The company is projected to achieve revenues of 29.36 billion yuan, 32.32 billion yuan, and 34.92 billion yuan for 2025-2027, reflecting year-on-year growth rates of 12.5%, 10.1%, and 8.0% respectively, with net profits attributable to shareholders expected to be 540 million yuan, 830 million yuan, and 1.01 billion yuan [3] - The company is rated as a "buy" with corresponding price-to-earnings ratios of 24.1, 15.7, and 12.9 for 2025-2027 based on the closing market value on August 7, 2025 [3]

一、回购股份的基本情况 2024 年 7 月，远东智慧能源股份有限公司（以下简称"公司"）召开的第十届 董事会第十二次会议，审议通过了《关于以集中竞价交易方式回购公司股份方案 的议案》，公司使用自有资金以集中竞价交易方式回购公司股份，并在未来将前述 回购股份用于员工持股计划或股权激励，回购资金总额不低于人民币 15,000 万元， 不超过人民币 20,000 万元，回购股份价格不超过人民币 4.79 元/股，实施期限为 自公司第十届董事会第十二次会议审议通过股份回购方案之日起 12 个月内。具体 内容详见公司 2024 年 7 月披露的《关于以集中竞价方式回购股份的回购报告书》。 证券代码：600869 证券简称：远东股份 公告编号：2025-073 远东智慧能源股份有限公司 关于股份回购比例达到 1%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、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： | 回购方案首次披露日 | 2024/7/23，由公司董事长蒋锡培先生提议 | | | | | | | | --- | --- | --- | --- ...

Market Overview - US stock market experienced significant declines last Friday, with the Dow Jones falling by 1.23%, Nasdaq down by 2.24%, and S&P 500 decreasing by 1.6% [1] - Major tech stocks also saw losses, including Amazon down 8.27%, Meta Platforms down 3.03%, Apple down 2.50%, Nvidia down 2.33%, Tesla down 1.83%, Microsoft down 1.76%, and Google A down 1.44% [1] Employment Data - In July, the US non-farm payroll added only 73,000 jobs, significantly below expectations, with previous two months' data revised down by 258,000 [2] - The unemployment rate rose to 4.2% [2] AI Developments - Sam Altman announced that OpenAI's valuation has reached $300 billion, with plans to release numerous products in the coming months [2] - Anthropic has blocked OpenAI's API access ahead of the GPT-5 release [2] - Google released its IMO 2025 gold medal model, Gemini 2.5 Deep Think, potentially competing with GPT-5 [3] Clinical Trials - Elon Musk's brain-machine interface company is set to launch clinical trials for brain chips in the UK, aimed at helping paralyzed patients control devices with their thoughts [4] Military Contracts - The US Army is simplifying its collaboration model with Palantir, potentially leading to a contract worth $10 billion [5] Pharmaceutical Research - Eli Lilly announced long-term results from its TRAILBLAZER-ALZ 2 Phase III clinical study, confirming the long-term value of early intervention in Alzheimer's disease [6] Oil Production - OPEC+ has agreed to significantly increase oil production, raising daily output by 548,000 barrels in September [7] A-Share Market Strategy - Analysts suggest that the recent short-term index adjustments are not concerning, maintaining a "slow bull market" trend [9] - The market is supported by three core logic points: bottom-line thinking in macro and capital market policies, the emergence of new growth drivers, and the influx of incremental capital [9] - Concerns about the impact of US stock market adjustments on A-shares are mitigated by historical data indicating that A-shares are less affected during the early stages of a bull market [9] AI Coding Tools - Barclays reported that the AI website building tool Lovable achieved $100 million in annual recurring revenue within eight months, surpassing other well-known AI tools [11] - Lovable's platform allows users to input ideas in a chat interface, with AI generating backend code and completing integrations, termed "vibe coding" [11] Regulatory Developments - The National Development and Reform Commission of China is taking measures to address "involution" competition among private enterprises [12] - The People's Bank of China is establishing a macro-prudential and financial stability committee and promoting the digital yuan [12] Company Announcements - China Shenhua is considering issuing shares and cash to acquire assets from the State Energy Group, involving 13 company equities, leading to a stock suspension [16] - Jichuang Vision is planning a change in control, resulting in stock suspension [17] - Sanan Optoelectronics intends to acquire 100% of Lumileds Holding B.V. for $239 million to enhance its product line and profitability [18]

Group 1 - The company approved a share repurchase plan using its own funds, with a total repurchase amount between RMB 150 million and RMB 200 million, and a maximum repurchase price of RMB 4.79 per share, valid for 12 months from July 2024 [2] - The company adjusted the maximum repurchase price to RMB 7.12 per share and changed the funding source to include both self-owned and self-raised funds in March 2025 [2] - The company applied for a stock repurchase loan of up to RMB 150 million from a financial institution in July 2025, extending the repurchase period to August 29, 2025 [3] Group 2 - As of July 31, 2025, the company had repurchased a total of 19.4539 million shares, accounting for 0.88% of the total share capital, with a total expenditure of RMB 102.4419 million [4] - The highest repurchase price was RMB 5.65 per share, and the lowest was RMB 4.21 per share [4] Group 3 - In July 2025, the company’s subsidiary won contracts totaling RMB 281.38016 million, which will positively impact the company's future operating performance [9] - The company is a leading enterprise in smart cable networks, smart batteries, and smart airports, indicating strong market positioning [9]

证券日报网讯 8月1日晚间，远东股份发布公告称，截至2025年7月31日，公司已取得回购贷款并持续推 进回购事宜，累计回购股份1，945.39万股，占公司总股本的比例为0.88%。 （文章来源：证券日报） ...

证券代码：600869 证券简称：远东股份 公告编号：2025-072 | 回购方案首次披露日 | 2024/7/23，由公司董事长蒋锡培先生提议 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 8 月 29 日 | 7 | 月 | 22 | 日~2025 | 年 | | 预计回购金额 | 15,000万元~20,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 1,945.39万股 | | | | | | | 累计已回购股数占总股本比例 | 0.88% | | | | | | | 累计已回购金额 | 10,244.19万元 | | | | | | | 实际回购价格区间 | 4.21元/股~5.65元/股 | | | | | | 一、回购股份的基本情况 2024 年 7 月，远东智慧能源股份有限公司（以下简称"公司"）召开的第十届 ...

证券代码：600869 股票简称：远东股份 编号：临 2025-071 远东智慧能源股份有限公司 关于子公司中标项目的提示性公告 | 北京市 | 智能制造线缆 | 5,000.00 | | --- | --- | --- | | 北京市 | 智能制造线缆 | 5,000.00 | | 上海市 | 智能制造线缆 | 5,000.00 | | 上海市 | 智能制造线缆 | 5,000.00 | | 西安市 | 智能制造线缆 | 5,000.00 | | 深圳市 | 智能制造线缆 | 4,227.93 | | 连云港市 | 智能制造线缆 | 3,508.12 | | 上海市 | 绿色建筑线缆 | 3,100.00 | | 温州市 | 智能制造线缆 | 3,000.00 | | 连云港市 | 绿色建筑线缆 | 3,000.00 | | 宿州市 | 智能制造线缆 | 2,685.18 | | 泸州市 | 绿色建筑线缆 | 2,600.00 | | 深圳市 | 绿色建筑线缆 | 2,294.27 | | 青岛市 | 智能电网线缆 | 2,277.68 | | 济南市 | 智能电网线缆 | 2,241.73 | | 衢州市 ...