证券日报网讯1月7日，远东股份（600869）发布公告称，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。 ...

证券代码：600869 证券简称：远东股份 公告编号：2026-003 远东智慧能源股份有限公司 关于为子公司提供担保及对外提供反担保的进展公告 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、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： 担保对象及基本情况 | | | | 实际为其提供的 | | 是否在 | 本次担 | | --- | --- | --- | --- | --- | --- | --- | | 被担保人名称 | 本次担保金额 | | 担保余额（不含 | | 前期预 | 保是否 | | | | | 本次担保金额） | | 计额度 | 有反担 | | | | | | | 内 | 保 | | 远东电缆有限公司、新远东电缆有限 公司、远东买卖宝网络科技有限公司、 | | | | | | | | 远东新材料有限公司（以下简称"远 | 20,000.00 | 万元 | 605,168.47 | 万元 | 是 | 否 | | 东电缆"、"新远东电缆"、"买卖宝"、 | | | | | | | | "远东新材料"） | | | | | | | | 远东电 ...

证券代码：600869 股票简称：远东股份 编号：临 2026-002 远东智慧能源股份有限公司 股票交易异常波动公告 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： ●远东智慧能源股份有限公司（以下简称"公司"）股票于2026年1月5日、1月6 日、1月7日连续3个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常 波动的情形。 ●公司基本面未发生重大变化，公司特别提醒投资者注意二级市场交易风险，理 性决策，审慎投资。 ●公司最新滚动市盈率、市净率与同行业上市公司平均水平偏差较大。根据中证 指数有限公司官方网站发布的最新滚动市盈率（TTM）、市净率（更新日期：2026年1 月6日）显示，公司股票滚动市盈率为-431.44、市净率4.70，与电气机械和器材制造 业滚动市盈率24.27、市净率3.24偏差较大，股票交易价格存在较大波动。 ●经公司自查，并书面征询公司控股股东及实际控制人，截至本公告披露日，不 存在应披露而未披露的重大信息。 一、二级市场交易风险 公司股票于2026年1月5日、1月6日、1 ...

Group 1 - The A-share market indices continued to rise, with the only electric grid equipment ETF (159326) increasing by 2.3% and the green electricity ETF (562550) rising by 0.54% [1] - Key stocks in the electric grid equipment ETF, including Baosheng Co., Igor, and China XD Electric, reached their daily limit, while other stocks like Power Transformer and Weiteng Electric also saw gains [1] - A new guideline was released by relevant authorities to promote high-quality development of the electric grid, aiming for significant enhancements in resource optimization and capacity by 2030 [1] Group 2 - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation, and cable components [2] - The green electricity ETF (562550) tracks the CSI Green Power Index, including companies involved in solar, wind, and hydropower, reflecting the overall performance of the green energy sector [2] - The index includes both clean energy enterprises and traditional energy sources, aligning with the dual carbon goals and energy security initiatives [2]

Market Performance - The grid equipment sector increased by 1.94% compared to the previous trading day, with HeShun Electric leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Individual Stock Performance - HeShun Electric (300141) closed at 14.58, up 10.37%, with a trading volume of 605,600 shares and a transaction value of 921 million [1] - Sanbian Technology (002112) closed at 15.58, up 10.03%, with a trading volume of 435,200 shares and a transaction value of 670 million [1] - China West Electric (601179) closed at 10.59, up 9.97%, with a trading volume of 1,904,900 shares and a transaction value of 1.979 billion [1] - Other notable performers include Far East Holdings (600869) and Hangzhou Colin (688611), with increases of 9.97% and 9.64% respectively [1] Capital Flow Analysis - The grid equipment sector saw a net inflow of 1.154 billion in main funds, while retail investors experienced a net outflow of 373 million [2][3] - Major stocks like China West Electric and Sanbian Technology attracted significant main fund inflows of 653 million and 259 million respectively [3] - Conversely, retail investors withdrew from these stocks, indicating a divergence in investment behavior between institutional and retail investors [3]

Core Viewpoint - The market for controllable nuclear fusion stocks is experiencing a strong upward trend, driven by optimistic sentiment regarding the commercialization prospects of fusion technology [1][3]. Group 1: Market Performance - As of January 7, several controllable nuclear fusion concept stocks, including Hongxun Technology, Xue Ren Group, and China Nuclear Engineering, reached their daily price limits, indicating strong investor interest [1]. - Notable stocks with significant price increases include Tianli Composite, which rose by 12.66% to 98.88, and Xue Ren Group, which increased by 10.02% to 21.96 [2]. Group 2: Industry Outlook - The controllable nuclear fusion energy sector is recognized for its abundant resources, environmental friendliness, and zero-carbon safety, making it a key solution for global energy and environmental challenges [3]. - The International Energy Agency predicts that the global nuclear fusion market could approach 3.5 trillion yuan by 2030 [3]. - China's advancements in nuclear fusion technology, including participation in international projects like ITER and the development of major scientific facilities, position it at the forefront of the industry [3]. Group 3: Technological Developments - Recent advancements include the development of the PaMMA-Net deep neural network model, which enhances predictive capabilities for plasma behavior in fusion reactors, potentially accelerating research and commercialization efforts [4]. - The integration of AI and high-temperature superconductors is expected to significantly reduce construction costs and speed up the iteration of fusion devices, driving investment in the sector [5]. Group 4: Investment Opportunities - The controllable nuclear fusion sector is anticipated to maintain capital expenditures of approximately 92 billion yuan from 2026 to 2030, with annual investments exceeding 10 billion yuan [6]. - Domestic companies are positioned to benefit from the complete localization of upstream raw materials and midstream equipment manufacturing, enhancing their competitive advantage in the market [6].

Core Viewpoint - Far East Smart Energy Co., Ltd. has secured significant contracts exceeding 30.7 billion yuan in December 2025, driven by the growing demand in the renewable energy, new power systems, and smart manufacturing sectors, indicating a positive impact on the company's future performance [2][5]. Group 1: Company Performance - In the first three quarters of 2025, the company achieved a revenue of 20.209 billion yuan, a year-on-year increase of 10.91%, and a net profit attributable to shareholders of 1.68 billion yuan, up 268.86% [6]. - The company reported a net operating cash flow of 4.92 billion yuan, reflecting a significant year-on-year growth of 330.80% [6]. - The total order amount for the fourth quarter of 2025 exceeded 65 billion yuan, with substantial contracts signed in October (10.62 billion yuan), November (23.83 billion yuan), and December (30.7 billion yuan) [6]. Group 2: Market Expansion and Product Diversification - The company is focusing on expanding its market share in emerging industries and traditional manufacturing, with a product matrix that includes smart cables, smart batteries, and smart airports [3]. - The order structure is diversifying, with significant contracts in smart grid cables (7.06 billion yuan) and other strategic customer orders totaling 23.63 billion yuan across various sectors, including clean energy cables and smart manufacturing [4]. - The company is actively promoting green building cable projects in multiple cities, with contract amounts ranging from 10 million to 40 million yuan [4]. Group 3: Industry Trends and Future Outlook - The demand explosion in domestic and international renewable energy, new power systems, AI computing power, and smart manufacturing is laying a solid foundation for business growth [5]. - The company aims to leverage its core technology innovation and market expansion to support a diverse order base, benefiting from the increasing concentration in the smart cable industry and the growth in AI computing demand [5]. - Future strategies include advancing technology iterations and business upgrades centered around "electricity + computing power + AI" to further consolidate market advantages [6].

可控核聚变板块持续上扬，远东股份、弘讯科技涨停，中国核建、国机重装、王子新材、天力复合、保 变电气跟涨。 ...

Market Performance - The grid equipment sector increased by 1.31% compared to the previous trading day, with Jinlongyu leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Top Gainers - Jinlongyu (002882) closed at 33.88, with a rise of 10.00% and a trading volume of 98,200 lots, totaling 330 million yuan [1] - Far East Holdings (600869) closed at 9.03, up by 9.99%, with a trading volume of 1,391,200 lots, totaling 1.208 billion yuan [1] - Zhongchao Holdings (002471) closed at 8.15, also up by 9.99%, with a trading volume of 4,603,400 lots, totaling 3.592 billion yuan [1] Market Flow - The grid equipment sector saw a net inflow of 646 million yuan from institutional investors, while retail investors contributed a net inflow of 89.93 million yuan [2] - The sector experienced a net outflow of 736 million yuan from speculative funds [2] Individual Stock Flow - Zhongchao Holdings (002471) had a net inflow of 823 million yuan from institutional investors, representing 22.90% of its total trading [3] - Far East Holdings (600869) saw a net inflow of 220 million yuan from institutional investors, accounting for 18.24% [3] - Jinlongyu (002882) had a net inflow of 174 million yuan from institutional investors, which was 52.78% of its total trading [3]

Group 1 - The core viewpoint of the news is that Far East Holdings has seen a significant increase in its stock price, rising 5.36% to 8.65 CNY per share, with a total market capitalization of 19.197 billion CNY [1] - Far East Holdings has experienced a continuous stock price increase for four consecutive days, with a cumulative increase of 4.06% during this period [1] - The company, established on January 25, 1995, specializes in smart cable network products and services, smart airport/energy system services, smart automotive power and storage systems, and industrial internet [1] Group 2 - According to data from the top ten holdings of funds, one fund under Shangyin Fund has a significant position in Far East Holdings, holding 58,000 shares, which accounts for 3.66% of the fund's net value [2] - The Shangyin Advanced Manufacturing Mixed Fund A (023158) has generated a floating profit of approximately 25,500 CNY today, with a floating profit of 18,600 CNY during the four-day increase [2] - The fund has a total scale of 11.77 million CNY and has achieved a year-to-date return of 4.45%, ranking 396 out of 8,818 in its category [2]