华通线缆成立于2002年6月21日，于2021年5月11日在上海证券交易所上市，注册地址和办公地址均为河北 省。该公司是国内海外业务收入占比最高的电缆厂，其"电缆+油服耗材"出海业务颇具优势。 华通线缆从事电线电缆的研发、生产与销售业务，所属申万行业为电力设备-电网设备-线缆部件及其他， 涉及QFII持股、中俄贸易概念、油气勘探核聚变、超导概念、核电等概念板块。 截至2025年9月30日，华通线缆A股股东户数为1.59万，较上期增加38.48%；户均持有流通A股数量为3.17 万，较上期减少28.25%。截止2025年9月30日，十大流通股东中，富国天瑞强势地区精选混合A（100022） 位居第九大流通股东，持股403.61万股，为新进股东。 中金公司指出，华通线缆1H25营收同比+12.95%，海外营收保持较快增速，美国和坦桑尼亚子公司营收均 有增长。不过关税和运费扰动盈利能力，毛利率有所下滑。公司持续加强海外部署，巴拿马生产基地建 成，安哥拉电解铝项目进展顺利，预计一期项目（年产12万吨电解铝）2025年下半年建成投产，2026年贡 献业绩弹性。考虑到关税和运费扰动，下调2025年净利润预测35%至3.3 ...

华通线缆所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：QFII持股、中俄 贸易概念、油气勘探、油气管网、风能等。 华通线缆今年以来股价涨149.03%，近5个交易日涨6.28%，近20日涨17.94%，近60日涨67.81%。 今年以来华通线缆已经1次登上龙虎榜，最近一次登上龙虎榜为8月6日，当日龙虎榜净买入480.17万 元；买入总计1.20亿元 ，占总成交额比25.76%；卖出总计1.15亿元 ，占总成交额比24.73%。 资料显示，河北华通线缆集团股份有限公司位于河北省丰南经济开发区华通街111号，成立日期2002年6 月21日，上市日期2021年5月11日，公司主营业务涉及从事电线电缆的研发、生产与销售业务。主营业 务收入构成为：电线电缆及其他87.20%，连续管及作业装置9.73%，其他(补充)3.07%。 10月31日，华通线缆盘中下跌2.03%，截至11:02，报28.93元/股，成交1.98亿元，换手率1.33%，总市值 147.83亿元。 资金流向方面，主力资金净流出1707.75万元，特大单买入231.81万元，占比1.17%，卖出1194.75万元， 占比6.03 ...

Core Viewpoint - Huatong Cable experienced a limit-up closing on October 29, 2025, at a price of 29.05 yuan, driven by several positive factors including a planned bond issuance and new project wins [1] Group 1: Company Developments - The company plans to issue up to 800 million yuan in convertible bonds to fund the expansion of oil service continuous pipes and smart cables, enhancing its position in the high-end cable market [1] - Huatong Cable won a 378 million yuan project from China General Nuclear Power Corporation, which is expected to contribute to new business revenue [1] - The governance structure has been optimized by abolishing the supervisory board and implementing a restricted stock incentive plan covering 106 core employees to improve management efficiency [1] Group 2: Market Performance - On October 29, 2025, the stock saw a net inflow of 81.06 million yuan from main funds, accounting for 21.97% of the total trading volume, while retail investors experienced a net outflow of 30.03 million yuan, representing 8.14% of the total [1] - The stock is categorized under photovoltaic, smart grid, and oil service concepts, with the photovoltaic sector rising by 1.35%, smart grid by 1.09%, and oil service by 0.93% on the same day [1] Group 3: International Expansion - The company is continuing to expand its overseas production capacity, with bases in Busan, South Korea, and Panama, reinforcing its global presence [1] - The company's cable for submersible pumps has received certification from an international oil service giant, and photovoltaic cables are being applied in the renewable energy sector, aligning with industry growth demands [1]

10月29日突破五日均线个股乖离率排名 证券时报·数据宝统计，截至今日上午10:29，上证综指3994.82点，收于五日均线之上，涨跌幅0.17%， A股总成交额为10539.94亿元。到目前为止，今日有290只A股价格突破了五日均线，其中乖离率较大的 个股有数字人、三祥科技、康芝药业等，乖离率分别为12.04%、11.23%、9.06%；森赫股份、天和磁 材、巨星农牧等个股乖离率较小，刚刚站上五日均线。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 920670 | 数字人 | 15.55 | 10.89 | 14.66 | 16.42 | 12.04 | | 920195 | 三祥科 | 14.32 | 8.85 | 19.74 | 21.96 | 11.23 | | | 技 | | | | | | | 300086 | 康芝药 | 14.80 | 26.97 | 7.33 | 7.9 ...

Core Insights - The new energy sector is experiencing a significant rally, with stocks such as Sifang Co., Huatong Cable, Changgao Electric, and State Grid Yingda reaching their daily limit up, contributing to a 4% surge in the Electric Grid Equipment ETF and a 3% increase in the Huaxia New Energy ETF [1] Industry Developments - The "14th Five-Year Plan" emphasizes new energy and nuclear fusion as new economic growth points, aiming to increase the supply ratio of new energy and accelerate the construction of a new energy system [2] - Sunshine Power's Q3 earnings exceeded expectations, with a net profit of 4.147 billion yuan, a year-on-year increase of 57.04%. Ganfeng Lithium turned profitable in the first three quarters, while TCL Zhonghuan significantly reduced losses in Q3. The new energy sector is seen as a core area for profit recovery [2] - According to AVIC Securities, demand from data centers will continue to drive overseas electricity and energy storage needs, opening up new applications in the energy storage industry. The rapid development of AI and information technology is expected to sustain global electricity demand growth and raise new requirements for grid reliability and intelligence [2] Notable Products and Performance - The Huaxia New Energy ETF (159368), which tracks the New Energy Index, rose by 3.25%. Key holdings include CATL (global power battery provider), Inovance Technology (automation equipment leader), Sunshine Power (inverter leader), Yiwei Lithium Energy, and XINWANDA (lithium battery giant) [3] - The Electric Grid Equipment ETF (159326), which tracks the China Securities Electric Grid Equipment Theme Index, increased by 4.19%. Major holdings include NARI Technology (domestic smart grid leader), TBEA (core supplier of global ultra-high voltage equipment), and Suyuan Electric (power equipment R&D and manufacturing) [3]

2025年10月29日，华通线缆(605196.SH)发布2025年第三季报。截至2025年10月28日，共有44个机构投 资者披露持有华通线缆A股股份，合计持股量达5143.06万股，占华通线缆总股本的10.06%。其中，前 十大机构投资者包括上海汐泰投资管理有限公司-汐泰东升1号私募证券投资基金、CITIGROUP GLOBAL MARKETS LIMITED、中信证券股份有限公司-社保基金17052组合、中国农业银行-富国天瑞 强势地区精选混合型开放式证券投资基金、上海姚泾河私募基金管理有限公司-姚泾河中市桥私募证券 投资基金、富国天合稳健优选混合、安信灵活配置混合A、南方智锐混合A、安信聚利增强债券A、招 商安福1年定开债发起式，前十大机构投资者合计持股比例达7.46%。相较于上一季度，前十大机构持 股比例合计下跌了5.62个百分点。 外资态度来看，本期较上一季未再披露的外资机构即CITIGROUP GLOBAL MARKETS LIMITED。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 公募基金方面，本期较上一期持股增加的公募基金共计12个，主要包括富国天合稳健优选混合 ...

Core Viewpoint - The company, Hebei Huatuo Cable Group Co., Ltd., has released its third-quarter report for 2025, ensuring that the content is true, accurate, and complete without any false records or misleading statements [9][14]. Financial Data - The third-quarter financial statements are unaudited, covering the period from the beginning to the end of the quarter [3][8]. - The report includes significant non-recurring gains and losses, which are defined according to the relevant regulations [4]. Shareholder Information - The company has confirmed the total number of ordinary shareholders and the status of the top ten shareholders [5][6]. - There are no changes in the lending of shares by major shareholders due to transfer and financing activities [6]. Board and Supervisory Meetings - The board of directors held its 11th meeting on October 28, 2025, with all members present, and approved the third-quarter report [9][10]. - The supervisory board also convened on the same day, confirming the accuracy and completeness of the third-quarter report [14][15]. Stock Incentive Plan - The company approved the unlocking of the third phase of the stock incentive plan, allowing 532,000 shares to be released from restrictions on November 17, 2025, due to the fulfillment of conditions [11][16]. - The stock incentive plan was initially granted on September 19, 2022, with the registration date set for November 15, 2022 [11][16].

证券日报网讯 10月28日晚间，华通线缆发布2025年第三季度报告称，2025年第三季度公司实现营业收 入1，918，354，486.29元，同比增长13.94%；归属于上市公司股东的净利润为119，535，448.67元， 同比增长44.13%。 （文章来源：证券日报） ...

Group 1 - The company reported a revenue of 5.344 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 13.30% [1] - The net profit attributable to the parent company was 257 million yuan, showing a year-on-year decline of 7.38% [1] - The non-recurring net profit was 245 million yuan, which decreased by 9.92% year-on-year [1] - The basic earnings per share stood at 0.50 yuan [1]

2025 年第二次临时股东会会议资料 河北华通线缆集团股份有限公司 2025 年第二次临时股东会 会议资料 中国·河北唐山 2025 年 11 月 2025 年第二次临时股东会会议资料 河北华通线缆集团股份有限公司 2025 年第二次临时股东会会议须知 河北华通线缆集团股份有限公司（以下简称"公司"）为了维护全体股东的合法 权益，确保股东会的正常秩序和议事效率，保证大会的顺利进行，根据相关法律法规、 《河北华通线缆集团股份有限公司章程》（以下简称"《公司章程》"）和《股东会议事 规则》等规定，特制定本须知： 一、股东会设会务组，具体负责大会召开等相关事宜。 二、为保证股东会的正常秩序，切实维护股东的身体健康及合法权益，务必请出 席会议的股东、股东代表或股东代理人（以下统称"股东"）准时到达会场签到确认 参会资格。股东现场登记时间为2025年11月5日上午：8:30-12:00、下午：13:00-15:00， 地点河北省唐山市丰南经济开发区华通街 111 号，河北华通线缆集团股份有限公司五 楼证券法务部，会议主持人宣布现场出席会议的股东人数及所持有表决权的股份总数 时，会议登记终止。未在规定时间登记的股东不得参 ...