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]

Group 1 - Fulin Precision's subsidiary plans to invest 6 billion yuan to build a high-end lithium iron phosphate project with an annual production capacity of 500,000 tons [11] - Feiwo Technology has completed the acquisition of 60% of Xinsai Aerospace, focusing on metal 3D printing services for commercial aerospace [2] - Zhongcai Technology expects a net profit increase of 73.79% to 118.64% in 2025 [30] Group 2 - Hengrui Medicine has received approval for clinical trials of HRS9531 injection in combination with HRS-5817 injection for treating obesity [2] - Deyun Co. announced that its actual controller has been arrested for illegal public deposit collection, but the company's operations remain normal [3] - Hengshi Technology's control is set to change as it enters a strategic cooperation agreement with New Base Information Technology Group [4] Group 3 - Zhejiang Mining plans to acquire 100% of Alaigyr Company, which holds core assets in lead-silver mines [5][6] - Guizhou Tire intends to invest in a project in Morocco to produce 6 million semi-steel radial tires annually, with a total investment of 299 million USD [7] - Dongfang Zircon plans to invest in a project to produce 10,000 tons of high-purity composite zircon oxide for new energy batteries [8] Group 4 - Xingsheng Group has received a project designation notice from a North American electric vehicle manufacturer, with a total sales amount of approximately 7.8 billion yuan [18] - Jin Di Co. plans to acquire a 3.36% stake in Baoshilai New Materials Technology for 21.6 million yuan [10] - Huayi Technology has signed a strategic cooperation agreement with Fujian Fuyou University to enhance research and development in alloy materials [6] Group 5 - Juxing Technology expects a net profit increase of 5% to 20% in 2025 [23] - Huayou Cobalt anticipates a net profit increase of 40.8% to 55.24% in 2025 [24] - Chifeng Gold expects a net profit increase of approximately 70% to 81% in 2025 [25]

Group 1 - Postal Savings Bank announced a cash dividend distribution of 14.772 billion yuan for the first half of 2025, with a dividend of 1.23 yuan per 10 shares [1] - Xinke Mobile plans to reduce its shareholding by up to 1%, amounting to a maximum of 34.1875 million shares, due to funding needs [1] - Defu Technology signed a cooperation letter with a leading domestic CCL company to supply high-end electronic circuit copper foil products, which is expected to positively impact the company's performance in 2026 [1] Group 2 - Sanxia New Materials intends to acquire 40% equity of Lingang New Materials for a transaction amount of 0 yuan, which constitutes a related party transaction [2] - Fulim Precision plans to invest a total of 87 billion yuan in projects for the production of high-end lithium iron phosphate for energy storage, with the main project estimated at 60 billion yuan [3] - Heng Rui Pharmaceutical received approval for clinical trials of HRS9531 injection in combination with HRS-5817 injection for treating obesity in adults [3] Group 3 - Quartz Co. was fined 2.7 million yuan for commercial secret infringement, with the company being the victim in this case [5] - ST Renfu received approval for clinical trials of HW221043 tablets for late-stage solid tumors, with no similar drugs approved domestically or internationally [6] - Tianchen Medical signed a strategic cooperation agreement with Inspur Digital Technology to promote innovation in medical robotics and smart manufacturing [6] Group 4 - Xusheng Group received a notification from a North American electric vehicle manufacturer for a project with an estimated total sales amount of approximately 7.8 billion yuan over its lifecycle [6] - Deyun Co. announced that its actual controller was arrested for illegal public deposit collection, but this does not significantly impact the company's operations [7] - Shengyang Technology's subsidiary is advancing a project with a global satellite operator in South America, focusing on software licensing and product delivery [7] Group 5 - Hefei China announced a 1% reduction in shares by its controlling shareholder, who terminated the reduction plan early to express confidence in the company's future [8] - Weigao Blood Purification plans to acquire 100% equity of Weigao Purui for 8.511 billion yuan, which will expand its business into drug delivery systems [10]

Core Viewpoint - Far East Holdings (600869.SH) announced that it has secured contracts exceeding 10 million RMB, totaling 3.069 billion RMB, which will positively impact the company's future operating performance while maintaining business independence [1] Group 1 - The company received contracts amounting to 3.069 billion RMB in December 2025 [1] - The contracts are expected to have a positive effect on the company's future operating performance [1] - The independence of the company's business operations will not be affected by these contracts [1]

Core Viewpoint - The company, Far East Holdings (600869), reported significant growth in contract orders for 2025, with a total of RMB 30.69 billion in contracts over 10 million yuan, marking a year-on-year increase of 119.31% and a quarter-on-quarter increase of 28.81% [1] Group 1: Overall Contract Orders - For the entire year of 2025, the company received a total of RMB 281.38 billion in contracts over 10 million yuan, representing a year-on-year growth of 14.42%, achieving a historical high [1] Group 2: Smart Cable Network Business - The smart cable network business secured contracts totaling RMB 220.15 billion for the year, reflecting a year-on-year increase of 12.86% [1] - In December, the smart cable network business achieved contracts worth RMB 17.29 billion, which is a year-on-year increase of 37.17% and a quarter-on-quarter increase of 3.99% [1] Group 3: Smart Battery Business - The smart battery business reported total contracts of RMB 34.56 billion for the year, showing a year-on-year growth of 37.86% [1] - In December, the smart battery business secured contracts worth RMB 9.11 billion, indicating a remarkable year-on-year increase of 555.71% and a quarter-on-quarter increase of 65.24% [1] Group 4: Smart Airport Business - The smart airport business achieved total contracts of RMB 26.67 billion for the year, with a year-on-year growth of 3.38% [1] - In December, the smart airport business secured contracts worth RMB 4.29 billion, reflecting a quarter-on-quarter growth of 154.48% [1]

智通财经APP讯，远东股份(600869.SH)发布公告，2025年12月份，公司收到子公司中标/签约千万元以 上合同订单合计为人民币30.69亿元。上述合同订单将对公司未来经营业绩产生积极影响，但不影响公 司业务独立性。 ...

人民财讯1月5日电，远东股份（600869）1月5日公告，2025年12月，公司收到子公司中标/签约千万元 以上合同订单合计为30.69亿元，其中国家和地方电网合同总价为7.06亿元，其他战略客户合同总价为 23.63亿元。上述合同订单将对公司未来经营业绩产生积极影响，但不影响公司业务独立性。 ...

Core Viewpoint - The company reported significant growth in contract orders for 2025, with a total of RMB 30.69 billion in contracts over 10 million, marking a year-on-year increase of 119.31% and a quarter-on-quarter increase of 28.81% [1] Group 1: Overall Contract Orders - For the entire year of 2025, the company achieved a total of RMB 281.38 billion in contracts over 10 million, representing a year-on-year growth of 14.42%, setting a historical high [1] Group 2: Business Segments Performance - In the smart cable network business, the total contracts over 10 million for the year reached RMB 220.15 billion, with a year-on-year increase of 12.86% [1] - In December, the smart cable network business secured contracts worth RMB 17.29 billion, showing a year-on-year growth of 37.17% and a quarter-on-quarter growth of 3.99% [1] Group 3: Smart Battery Business - The smart battery business reported total contracts over 10 million of RMB 34.56 billion for the year, reflecting a year-on-year increase of 37.86% [1] - In December, the smart battery business achieved contracts worth RMB 9.11 billion, with a remarkable year-on-year growth of 555.71% and a quarter-on-quarter growth of 65.24% [1] Group 4: Smart Airport Business - The smart airport business secured total contracts over 10 million of RMB 26.67 billion for the year, indicating a year-on-year increase of 3.38% [1] - In December, the smart airport business recorded contracts worth RMB 4.29 billion, with a quarter-on-quarter growth of 154.48% [1]

证券代码：600869 股票简称：远东股份 编号：临 2026-001 1、国家和地方电网 2、其他战略客户 | 签约单位 | 客户/项目所在地 | 产品类别 | 合同总价 | | --- | --- | --- | --- | | | | | （万元） | - 1 - 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 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。 根据远东智慧能源股份有限公司（以下简称"公司"）《信息披露事务管理制度》, 为保证所有投资者获取信息的公平、准确、完整，并及时了解公司经营动态，公司将 主动披露相关中标及签订合同的信息。 一、签约项目情况 2025 年 12 月份，公司收到子公司中标/签约千万元以上合同订单合计为人民币 306,896.25 万元，具体情况如下： | 签约单位 | 客户名称 | 产品类别 | 合同总价 | | --- | --- | --- | --- | | | | | （万元） | | 远东电缆有限公司 | 国家电网有限公司 | 智能电网线缆 | 9,455.99 | ...