长信均衡策略一年持有混合A（016713）基金经理为高远、唐卓菁。 截至发稿，高远累计任职时间9年20天，现任基金资产总规模60.28亿元，任职期间最佳基金回报 249.43%， 任职期间最差基金回报18.77%。 唐卓菁累计任职时间2年45天，现任基金资产总规模3647.23万元，任职期间最佳基金回报31.2%， 任职 期间最差基金回报29.62%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 1月20日，华通线缆跌5.01%，截至发稿，报35.43元/股，成交2.27亿元，换手率1.24%，总市值181.05亿 元。 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%。 从基金十大重仓股角度 数据显示，长信 ...

Summary of the Conference Call for Huatong Cable Industry and Company Overview - The conference call discusses Huatong Cable's operations in the electrolytic aluminum sector, particularly in Africa, with a focus on its projects in Angola [1]. Key Points and Arguments 1. **Electrolytic Aluminum Project Launch**: The first phase of the 120,000-ton electrolytic aluminum project, with a total investment of $250 million, has officially commenced production, attended by the President of Angola [1]. 2. **Future Expansion Plans**: A second phase of the project, involving an additional 240,000 tons and an investment of $500 million, is expected to begin construction soon [1]. 3. **Profitability Projections**: The company has planned a total of 520,000 tons of electrolytic aluminum production (total investment of $1.6 billion). If fully operational, the profit per ton is estimated to be around 8,000 RMB, leading to a potential net profit exceeding 4 billion RMB. Assuming a price-to-earnings (PE) ratio of 10, the market value of the electrolytic aluminum business could exceed 40 billion RMB [1]. 4. **Potential for Further Growth**: If production exceeds 520,000 tons, there is additional upside potential for profitability [1]. 5. **Traditional Business Outlook**: The company anticipates that by 2027, revenue will surpass 10 billion RMB, with net profits exceeding 700 million RMB. If a PE ratio of 15 is applied, the market value of the traditional business could exceed 10 billion RMB [1]. Other Important Insights - The involvement of high-level government officials, such as the President of Angola, indicates strong governmental support and potential for favorable operating conditions in the region [1]. - The significant investments in both phases of the electrolytic aluminum project highlight the company's commitment to expanding its footprint in the aluminum industry [1].

证券日报网讯1月19日，华通线缆（605196）发布公告称，截至公告披露日，公司对控股子公司提供的 担保总额为291539.53万元，占公司最近一期经审计净资产的92.60%。公司及其控股子公司不存在逾期 担保的情形。 ...

河北华通线缆集团股份有限公司 关于为控股子公司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： 证券代码：605196 证券简称：华通线缆 公告编号：2026-002 担保对象及基本情况 | | 本次担保金 | 实际为其提供的 | 是否在前 | 本次担保 | | | --- | --- | --- | --- | --- | --- | | 被担保人名称 | 额 | 担保余额（不含 | 期预计额 | 是否有反 | | | | | 本次担保金额） | 度内 | 担保 | | | 唐山华通特种线缆制造有限公 | | | | | | | 司（以下简称"华通特缆"） | | | | | | | HT INTERNATIONAL (ASIA | | | | | | | PACIFIC) LTD （以下简称"华 | 万元 | 万元 | 是 | | 否 | | 通国际"） | 9,000 | 227,707.28 | | | | | HUATONG ANGOLA | | | | | | | INDUSTRY ...

（文章来源：证券日报） 证券日报网讯 1月15日，华通线缆发布公告称，公司实际控制人张书军、张宝龙分别解除质押328万 股、310万股。 ...

每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 （记者 曾健辉） 每经AI快讯，华通线缆1月15日晚间发布公告称，河北华通线缆集团股份有限公司实际控制人之一张书 军先生持有公司股份约1153万股，占公司总股本的2.26%；本次股份质押解除后，张书军先生所持有公 司股份累计质押数量（含本次）约249万股，占其持股数量的21.56%，占公司总股本的0.49%。公司实 际控制人之一张宝龙先生持有公司股份620万股，占公司总股本的1.21%；本次股份质押解除后，张宝 龙先生所持有公司股份累计质押数量（含本次）0股，占其持股数量的0%，占公司总股本的0%。 ...

证券代码：605196 证券简称：华通线缆 公告编号：2026-001 河北华通线缆集团股份有限公司 关于实际控制人部分股份解除质押的公告 本公司董事会、全体董事及相关股东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。 | 股东名称 | 张书军 | 张宝龙 | | --- | --- | --- | | 本次解除质押股份 | 3,280,000 股 | 3,100,000 股 | | 占其所持股份比例 | 28.44% | 50.00% | | 占公司总股本比例 | 0.64% | 0.61% | | 解除质押时间 | 2026 年 1 月 15 日 | 2026 年 1 月 14 日 | | 持股数量 | 11,532,500 股 | 6,200,000 股 | | 持股比例 | 2.26% | 1.21% | | 剩余质押股份数量 | 2,486,250 股 | 0 股 | | 剩余质押股份数量占股东所持股份比例 | 21.56% | 0.00% | | 剩余被质押股份数量占公司总股本比例 | 0.49% | 0.00% | 1 本次张书军先生 ...

Group 1 - The stock price of Huadong Cable reached a historical high, increasing by 6.43% to 39.91 yuan, with a trading volume of 7.305 million shares and a transaction amount of 284 million yuan, resulting in a turnover rate of 1.45% [2] - The latest total market capitalization of Huadong Cable in A-shares is 20.394 billion yuan, with a circulating market value of 20.153 billion yuan [2] - The power equipment industry, to which Huadong Cable belongs, has an overall increase of 0.35%, with 197 stocks rising, including Liwang Co., Keheng Co., and Xianhui Technology, which saw increases of 11.95%, 11.64%, and 10.36% respectively [2] Group 2 - In the third quarter report, the company achieved an operating income of 5.344 billion yuan, representing a year-on-year growth of 13.30%, while net profit was 257 million yuan, a year-on-year decrease of 7.38% [2] - The basic earnings per share for the company is 0.5000 yuan, and the weighted average return on net assets is 7.85% [2]

Group 1 - Huatong Cable's stock price increased by 1.16% to 37.50 CNY per share, with a trading volume of 467 million CNY and a turnover rate of 2.47%, resulting in a total market capitalization of 19.163 billion CNY [1] - The stock has risen for four consecutive days, with a cumulative increase of 8.95% during this period [1] - Huatong Cable, established on June 21, 2002, and listed on May 11, 2021, primarily engages in the research, production, and sales of electrical wires and cables, with main business revenue composition being 87.20% from electrical wires and cables, 9.73% from continuous pipes and operating devices, and 3.07% from other sources [1] Group 2 - According to data, a fund under China Merchants Fund holds a significant position in Huatong Cable, specifically the China Merchants Stable Growth Mixed A Fund (012998), which reduced its holdings by 9,700 shares in the third quarter, maintaining 156,700 shares, representing 1.65% of the fund's net value [2] - The fund has realized a floating profit of approximately 67,400 CNY today and a total floating profit of 482,600 CNY during the four-day increase [2] - The China Merchants Stable Growth Mixed A Fund was established on March 15, 2022, with a latest scale of 41.8424 million CNY, yielding 2.63% this year, ranking 5,256 out of 8,838 in its category, and 14.73% over the past year, ranking 6,065 out of 8,089 [2] Group 3 - The fund manager of China Merchants Stable Growth Mixed A Fund is Wang Gang, who has a tenure of 8 years and 312 days, with a total fund asset size of 12.401 billion CNY, achieving a best return of 90.32% and a worst return of -18.15% during his tenure [3] - Co-manager Yang Ruijia has a tenure of 1 year and 209 days, managing a total fund asset size of 14.906 billion CNY, with a best return of 9.74% and a worst return of 0.27% during his tenure [3]

Core Insights - In December 2025, a total of 713 private equity firms participated in A-share research activities, covering 392 stocks across 28 primary industries, with a total of 1,765 research instances recorded [1] - Notably, 43 large private equity firms conducted research on 151 A-shares, accounting for 16.49% of the total research instances [1] - The most researched stocks included Haiguang Information and Zhongke Shuguang, each receiving 117 research instances, significantly outpacing other A-shares [1][2] Industry Focus - The top ten stocks receiving the most attention from private equity firms were primarily in the machinery, electronics, and pharmaceutical industries, with three stocks from the machinery sector making the list [2][4] - The electronics industry had 60 stocks researched, totaling 384 instances, while the machinery sector had 64 stocks with 286 instances, making them the focal points of private equity research [4][5] - Other industries that garnered significant attention included computer, pharmaceutical, automotive, and power equipment, each surpassing 100 research instances [4][5] Stock Research Rankings - The top ten A-shares by research instances in December included: - Haiguang Information (117 instances) - Zhongke Shuguang (117 instances) - Changan Automobile (42 instances) - Jerry Holdings (34 instances) - Boying Welding (31 instances) - Weichuang Electric (30 instances) - Yipin Hong (30 instances) - Huqin Technology (27 instances) - Huatong Cable (25 instances) - Zoli Pharmaceutical (24 instances) [3] Active Private Equity Firms - In December, 24 private equity firms conducted at least 10 research instances, with 12 of them being large firms [5][6] - Zhengyuan Investment led with 28 research instances covering 27 stocks, primarily in the machinery sector [6][7] - Other notable firms included Dui Shui Quan with 25 instances, Gao Yi Asset and He Xie Hui Yi Asset with 21 instances each, and Panjing Investment with 19 instances [6][7][8]