证券日报网讯 2月26日，汇金通在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东总 数为19414户。 （文章来源：证券日报） ...

证券日报网讯2月13日，汇金通（603577）在互动平台回答投资者提问时表示，截至2026年2月10日，公 司股东总数为19939户。 ...

经济观察网汇金通（603577）发布公告称，公司不存在逾期担保情况，实际担保余额占净资产比例为 46.35%。 近期事件 近7天(2026年2月6日至12日)，汇金通股价震荡调整。截至2月12日收盘，股价报11.15元，较2月6日收盘 价11.18元微跌0.27%；区间振幅达6.17%，最高价为11.47元(2月9日)，最低价为10.78元(2月12日)。资金 流向方面，2月12日主力资金净流入678.63万元，而2月11日主力资金净流入75.39万元。整体成交活跃度 较前期有所波动。 机构观点 根据机构整合数据，截至2026年2月13日，汇金通市场关注度一般，整体舆情偏中性。机构评级均为中 性，基金持股比例较低为0.28%，近期无显著研报更新。行业层面，电网设备板块近期表现相对稳健， 但公司基本面仍面临挑战。 以上内容基于公开资料整理，不构成投资建议。 2026年2月6日，汇金通发布公告称，公司不存在逾期担保情况。截至公告日，公司及子公司担保总额为 11亿元，占最近一年经审计净资产的58.27%；实际担保余额为8.75亿元，占净资产的46.35%。该公告有 助于澄清公司财务风险，可能对投资者情绪产生正面影响 ...

Core Insights - The demand for electric power towers in China is projected to reach 502.2 million tons by 2025, with maintenance and replacement demand at 100.5 million tons, leading to a total production increase to 638.8 million tons, indicating a positive supply-demand trend in the industry [8][9]. Electric Power Tower Industry Overview - Electric power towers are essential structures for supporting overhead transmission lines and maintaining safe distances between conductors and other objects. They are categorized by use (transmission, distribution, visual), structure (steel pipe, angle steel, concrete), voltage (ultra-high, high, medium, low), and form (straight, corner, terminal) [1][2]. Industry Development History - The electric power tower industry in China has evolved from using wood and cement to modern steel structures, with significant growth following the introduction of high-voltage lines and the first ultra-high voltage project in 2006, which enhanced equipment and technology levels [3]. Industry Policies - The industry is guided by clear policies covering planning, market cultivation, and technical standards. Key policies include the release of the T/EJCCCSE179-2025 standard for ultra-high voltage towers and initiatives to enhance the electricity service environment, which aim to promote high-quality development in the sector [4][5]. Industry Chain - The electric power tower industry chain consists of upstream raw materials (carbon steel, alloy steel, cables), midstream manufacturing (companies like Hongsheng Huayuan and Qingdao Dongfang Tower), and downstream demand from contractors and power companies driven by grid upgrades and new energy projects [6]. Current Industry Status - The supply-demand scale of electric power towers in China has shown significant fluctuations, with a notable increase in demand and production in 2020 due to the launch of ultra-high voltage projects. The market is expected to recover with the ongoing upgrades of old grids and new energy integration [7][8]. Market Size - The market size for electric power towers is driven by both new construction and maintenance needs, with projections indicating a total market size of 590.65 billion yuan by 2025, comprising 492.16 billion yuan from new projects and 98.49 billion yuan from maintenance [9][10]. Competitive Landscape - The electric power tower manufacturing industry exhibits a "low-end dispersed, high-end concentrated" competitive structure, with many small enterprises in the low-end market and a concentration of larger firms in the high-end market due to high barriers to entry [11]. Development Trends - The industry is transitioning towards smart monitoring and digital twin integration, with a focus on lightweight and green low-carbon materials. Innovations include the use of high-strength materials and environmentally friendly coating technologies to reduce carbon footprints and enhance operational efficiency [14].

证券代码：603577 证券简称：汇金通 公告编号：2026-001 青岛汇金通电力设备股份有限公司 关于为下属控股子公司申请银行 综合授信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、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 | 被担保人名称 | 本次担保金额 | 实际为其提供的担保余额 | 是否在前期 | 本次担保是 | | --- | --- | --- | --- | --- | | | | （不含本次担保金额） | 预计额度内 | 否有反担保 | | | 8000 万元 | 18900 万元 | 是 | 否 | | 江苏江电电力 设备有限公司 | | | | | 被担保人类型 法人 被担保人名称 江苏江电电力设备有限公司 被担保人类型及上市 公司持股情况 控股子公司 主要股东及持股比例 公司间接持股 92.57%，曾祥先间接持股 7.43% 法定代表人 蔡维锋 统一社会信用代码 91321281083154688D 成立时间 2013 年 11 月 18 日 注册地 兴化市新垛镇工业园区创业路西侧 注 ...

Group 1 - Hangzhou Electric Co. and Jicheng Electronics both hit the daily limit up, indicating strong market interest and positive investor sentiment [1] - Yinen Power, Tongguang Cable, Sanbian Technology, Huijin Tong, and Shuangjie Electric also experienced significant gains, reflecting a broader upward trend in the sector [1]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

Market Overview - A-shares showed resilience against external market pressures, with major indices recovering after a low opening, resulting in the Shanghai Composite Index rising by 4.40 points (0.11%) to 4080.31 points, the Shenzhen Component Index increasing by 90.46 points (0.65%) to 14043.17 points, and the ChiNext Index up by 21.17 points (0.65%) to 3281.45 points [1] Sector Performance - The chemical sector saw strong performance, with stocks like Cangzhou Dahua, Jinniu Chemical, Baichuan Co., and Baihehua hitting the daily limit [1] - The humanoid robot concept stocks were active, with companies such as Wuzhou Xinchun, Liancheng Precision, and Tianqi Co. also reaching the daily limit [1] - The non-ferrous metals sector showed signs of recovery, with Hunan Gold and Xianglu Tungsten hitting the daily limit [1] - The traditional Chinese medicine sector opened strong, with stocks like Te Yi Pharmaceutical reaching the daily limit [1] Policy Support - The Chinese government, through the Ministry of Industry and Information Technology and other departments, issued a development plan for the traditional Chinese medicine industry, aiming for a collaborative development system by 2030, which is expected to boost the sector's growth [2] Price Dynamics - The price of disperse dyes surged due to a significant increase in the cost of upstream key intermediates, rising from 25,000 yuan/ton to 38,000 yuan/ton, a more than 50% increase, which is expected to drive up prices in the textile dyeing industry as demand increases post-Spring Festival [3] Market Challenges - The liquor sector faced downward pressure, with stocks like Huangtai Liquor hitting the daily limit down, attributed to a decline in demand following the consumption peak around the Spring Festival and increased competition leading to price cuts [4] - AI application stocks experienced declines, with companies like Yaowang Technology and Zhejiang Wenhu falling to the daily limit due to concerns over technology maturity and unclear business models [5] - The optical module and CPO sectors continued to adjust, with stocks like Yuanjie Technology and Xinyisheng dropping over 6% as market expectations normalized [6] Institutional Insights - Zhongjin Securities noted that despite external pressures, there are no typical bull market top signals in Chinese stocks, with ample liquidity and improving earnings, suggesting a continued positive outlook for Chinese asset revaluation [7] - Tianfeng Securities highlighted the fragility of market sentiment, indicating that any news could trigger short-term sell-offs, particularly in the gold market [7] - Huachuang Securities observed a strong recovery in consumer markets expected for the 2026 Spring Festival, driven by government-led consumption initiatives, suggesting potential growth in sectors like dining, tourism, and retail [7]

Group 1 - The A-share market showed mixed performance on February 4, with the Shanghai Composite Index slightly up while the ChiNext Index declined, and the electric grid equipment sector experienced a brief surge before retreating [1] - The only ETF tracking the CSI Electric Grid Equipment Theme Index, the electric grid equipment ETF (159326), fell by 0.61% with a trading volume of 558 million yuan, while stocks like Hangzhou Electric and Hongsheng Huayuan hit the daily limit [1] - According to the General Administration of Customs, key power equipment exports are projected to reach 71.5 billion USD from January to November 2025, representing a year-on-year increase of 20%, with transformers, winding wires, insulators, and switchgear showing significant growth rates of 35%, 24%, 45%, and 29% respectively [1] Group 2 - China Galaxy Securities anticipates a potential acceleration in electric grid investment, with overseas supply unable to meet demand, leading to extended delivery times for power transformers and high-voltage cables in Europe and the U.S., which could extend into the 2030s [1] - The company believes that Chinese electric equipment manufacturers are entering a golden development period for overseas exports, with expectations for continued growth in both volume and price in 2026 [1] - According to Chengtong Securities, there is a pressing need for the replacement of aging electric grid equipment in developed economies, where over 20% of equipment has exceeded its 20-year lifespan, benefiting domestic electric grid companies amid increasing investment growth [1] Group 3 - The electric grid equipment ETF (159326) is the only ETF in the market tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The ETF includes leading companies in overseas markets such as Tebian Electric, China XD Electric, and Baobian Electric, showcasing its comprehensive industry coverage [2]

Group 1 - The company Huijin Tong (603577) reported that as of January 30, 2026, the total number of shareholders is 17,131 [1]