Core Viewpoint - The optical fiber and cable sector is experiencing significant strength, with multiple companies showing notable stock price increases, indicating a positive market trend in this industry [1] Group 1: Market Performance - The optical fiber and cable sector is strong, with Hangzhou Electric Co., Ltd. reaching the daily limit increase [1] - Other companies such as Zhishang Technology, Tongding Interconnection, Guangku Technology, Far East Holdings, Yongding Co., Ltd., and Fenghuo Communication also reported substantial stock price increases [1]

1.电网。 上午盘面结构综述 一，盘面最强主线：电网轮动 二，连板结构梳理： 算力。 利通电子 通鼎互联 杭电股份2板 应用。 名雕股份2板 化工。 万丰股份3板 电网。 杭电股份 白云电器2板 白酒。 皇台酒业 影视。 横店影视2 上午盘面结构综述 一，盘面最强主线：电网轮动 二，连板结构梳理： 算力。 利通电子 通鼎互联 杭电股份2板 应用。 名雕股份2板 化工。 万丰股份3板 电网。 杭电股份 白云电器2板 白酒。 皇台酒业 影视。 横店影视2板 汽配。 西上海2板 三，题材板块梳理： 顺钠股份，杭电股份，三变科技，白云电器，双杰电气，电科院，安靠智电，新特电气，森源电气 2.应用。 遥望科技，横店影视，天地在线，利欧股份，引力传媒 阿里系。 亚康股份，通达海，三江购物，新华都，值得买 3.消费 影视。 横店影视，博纳影业，幸福蓝海，金逸影视 白酒。 水井坊，皇台酒业，金徽酒 4.商业航天。 ...

Group 1 - On February 2, a total of 3,768 stocks in the A-share market received financing funds, with 447 stocks having a buying amount exceeding 100 million yuan [2] - The top three stocks by financing buying amount were Xin Yiseng, Zhongji Xuchuang, and Zijin Mining, with amounts of 4.855 billion yuan, 4.535 billion yuan, and 2.178 billion yuan respectively [2] - Two stocks had financing buying amounts accounting for over 30% of the total transaction amount, with Chutian Expressway, Jibeier, and Hangdian Co. ranking highest at 35.31%, 34.17%, and 28.87% respectively [2] Group 2 - There were 23 stocks with a net financing buying amount exceeding 100 million yuan, with Hunan Gold, China Western Power, and Shenghong Technology leading at 814 million yuan, 282 million yuan, and 267 million yuan respectively [2]

Core Viewpoint - The A-share market experienced a significant downturn, but the high-voltage power transmission sector saw a remarkable surge due to three powerful driving forces: substantial investment plans, accelerated domestic substitution, and expanding overseas markets [1][3][5]. Investment Plans - The State Grid's "14th Five-Year Plan" outlines a fixed asset investment of 4 trillion yuan in the power grid sector over the next five years, representing a 40% increase from the previous period. Over 60% of this investment will be directed towards ultra-high voltage (UHV) and inter-regional transmission projects, translating to at least 2.4 trillion yuan flowing into the UHV and related industries [3][5]. Domestic Substitution - There is a clear policy directive to increase the domestic production rate of core UHV equipment from 90% to 98% by 2026, with procurement ratios for domestic equipment rising from 30% to over 50%. This shift is expected to redirect significant orders and profits from foreign manufacturers to domestic companies, benefiting leading firms in high-voltage switches, converters, and transformers [5][10]. Overseas Market Expansion - China's UHV technology is leading globally, with increasing demand for power grid upgrades and energy transitions worldwide. The "Belt and Road" initiative is facilitating the export of UHV technology, exemplified by successful projects like the Belo Monte UHV project in Brazil [6][7]. Market Performance - On February 2, the UHV sector saw a collective surge in stock prices, with companies like Electric Power Research Institute and Anke Intelligent Electric experiencing gains of 19.95% and 16.56%, respectively. Other companies in the sector also reported significant increases, with many stocks hitting their daily limit [2][10]. Industry Dynamics - The global market for large power transformers is currently facing a structural shortage, with a supply gap of 30%. The lead time for orders has extended from an average of 18 months in 2021 to over four years now, creating a favorable environment for Chinese companies with full industrial chain capabilities [7][10]. Order Growth - From the second half of 2025, several UHV equipment companies have reported significant year-on-year increases in contract amounts, indicating a strong order backlog that will support revenue growth in 2026 and 2027 [17]. Key Players - Major companies in the UHV sector include China Western Electric, which holds a dominant position in the market with over 40% share in core equipment like converters and GIS, and TBEA, recognized as a global leader in UHV transformers [15][16]. Investment Sentiment - Institutional investors, particularly social security funds, have heavily invested in key players like Anke Intelligent Electric and China Western Electric, indicating strong confidence in the sector's growth potential [10][14]. Conclusion - The convergence of substantial investment, domestic substitution policies, and international market opportunities is positioning the UHV sector for robust growth, attracting significant market interest and investment [1][3][5].

（编辑 任世碧） 证券日报网讯 2月2日，杭电股份发布公告称，公司股票于2026年1月30日、2月2日连续两个交易日内日 收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。经公司自查并向控股股东、实际控制 人书面发函查证，公司目前日常经营情况正常，未发生重大变化。截至本公告披露日，确认不存在应披 露未披露的重大信息。公司于2026年1月20日披露了《2025年年度业绩预亏公告》（公告编号：2026- 003），经财务部门初步核算，公司预计2025年年度实现归属于上市公司股东的净利润-30，000万元左 右；归属于上市公司股东的扣除非经常性损益的净利润-30，000万元左右。公司敬请广大投资者注意公 司经营业绩下降风险，理性决策，审慎投资。 ...

Core Viewpoint - The pumped storage concept is gaining strength in the market, with several companies experiencing significant stock price increases on February 2nd [1] Group 1: Company Performance - ShunNa Co., Ltd. (000533) saw its stock price rise to 9.22, with a gain of 10.02% [1] - Hangdian Co., Ltd. (603618) reached a stock price of 9.94, reflecting a 9.96% increase [1] - American Technology (688676) achieved a stock price of 97.85, marking a 6.92% rise [1] - Shenling Environment (301018) recorded a stock price of 68.78, with a 4.98% increase [1] - Southern Power Storage (600995) had a stock price of 14.18, up by 4.65% [1] - Guodian Nanzi (600268) reached a stock price of 13.34, reflecting a 4.38% increase [1] - XJ Electric (000400) saw its stock price at 31.10, with a 4.26% rise [1] Group 2: Market Trends - The early morning of February 2nd witnessed a strong performance in the pumped storage sector, with stocks like ShunNa and Hangdian hitting the daily limit [1] - Other companies such as Jinpan Technology and Shenling Environment also experienced upward movement in their stock prices [1]

Group 1 - The core business of the company is the research, production, sales, and service of electric wires and cables, as well as related products such as optical fiber preform, optical fiber, optical cable, and copper foil [3][4] - The company is one of the few in China with the capability to produce large cross-section high-voltage and ultra-high-voltage power cables [4] - The stock has strong themes including ultra-high voltage, optical communication, and ultra-thin copper foil [5] Group 2 - The recent rise in the stock price is driven by the strengthening of the ultra-high voltage concept, as the company is a major supplier for the State Grid and Southern Power Grid, producing cables for 500kV and above [5] - The optical communication sector is active, with the company having an integrated industrial chain from "optical preform - optical fiber - optical cable," benefiting from the rising optical communication concept [5] - The ultra-thin copper foil project for new energy vehicles has begun trial production, with products ranging from 4.5 microns to 8 microns, contributing to the stock's upward trend [5] Group 3 - From a technical perspective, the stock has seen a 21% increase over two trading days, with the formation of a golden cross in moving averages and MACD indicating potential for further upward movement [6] - There has been a net inflow of 87.346 million yuan in main funds, suggesting strong buying interest [6] - The stock is expected to maintain upward momentum in the short term, warranting continued attention [7]

杭州电缆股份有限公司 关于股票交易异常波动公告 证券代码：603618 证券简称：杭电股份 编号：2026-005 经公司自查并向控股股东、实际控制人书面发函查证，截至本公告披露日， 公司及控股股东、实际控制人不存在应披露而未披露的重大信息，包括但不限于 重大资产重组、股份发行、收购、债务重组、业务重组、资产剥离、资产注入、 股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 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： 一、股票交易异常波动的具体情况 公司股票于 2026 年 1 月 30 日、2 月 2 日连续两个交易日内日收盘价格涨幅 偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票 交易异常波动情况。 二、公司关注并核实的相关情况 杭州电缆股份有限公司（以下简称"公司"、"本公司"）股票于 2026 年 1 月 30 日、2 月 2 日连续两个交易日内日收盘价格涨幅偏离值累计超 过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动情 ...

责任编辑：小浪快报 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，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 02月02日消息，截止13:35，光纤光缆板块活跃，通鼎互联、杭电股份、汉缆股份涨停，通光线缆、长 飞光纤等个股涨幅居前。 ...

Group 1 - The A-share market indices continued to decline, but the power grid equipment sector showed strong performance, with the only power grid equipment ETF (159326) rising by 2.38% and achieving a trading volume of 1.239 billion yuan [1] - Major stocks in the sector, including Double Star Electric, Electric Power Research Institute, and others, reached their daily limit, with Ankao Zhidian rising over 15% and Tongguang Cable increasing over 13% [1] - The global AI computing power construction is entering an explosive growth phase, with high-power and stable power supply becoming essential for computing clusters, leading to a surge in demand for power transformers [1] Group 2 - In regions like Guangdong and Jiangsu, many transformer factories are operating at full capacity, with some orders for data center-related businesses scheduled until 2027 [1] - Elon Musk highlighted the explosive growth in power demand for AI supercomputing clusters and data centers, indicating a critical shortage of high-performance transformers [1] - According to Guojin Securities, the export of power transformers has maintained a high level, with a significant increase in exports of power transformers compared to distribution transformers, reaching 5.5 billion USD with a year-on-year growth of 49% [1] Group 3 - The power grid equipment ETF (159326) tracks the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, and cable components [2] - The smart grid sector has a high weight of 88%, and ultra-high voltage equipment accounts for 65%, both being the highest in the market [2]