（文章来源：证券日报） 证券日报网讯 1月26日，华菱线缆在互动平台回答投资者提问时表示，安徽三竹智能科技股份有限公司 与湖南星鑫航天新材料股份有限公司不是同一企业。三竹智能主营产品是连接器及组件，该类产品是工 业自动化、机器人、航天及军工等高端运用场景中的关键接口和"最后一环"，本次并购有利于构建公司 的集成化、系统化整体解决方案能力，是公司从线缆制造商向战略新兴、国防现代化系统集成商迈进的 重要举措。 ...

证券日报网讯1月26日，华菱线缆（001208）在互动平台回答投资者提问时表示，公司的产品可用于航 天航空领域，如空间站：宇航员出舱用的脐带缆等；火箭：点火线缆及火箭本体内的高温导线等。 ...

Group 1 - The core viewpoint of the article is that Hualing Cable (001208) has developed a unique flat flexible exhibition cable aimed at solving the interconnection issues between solar wings and celestial bodies, indicating a potential for market expansion [1] Group 2 - The product is currently exclusively produced by the company, highlighting its competitive advantage in the market [1] - There is still room for improvement in market development for this product, suggesting future growth opportunities [1]

1月26日，华菱线缆跌5.02%，截至发稿，报23.67元/股，成交9.14亿元，换手率14.24%，总市值151.10 亿元。 资料显示，湖南华菱线缆股份有限公司位于湖南省湘潭市高新区建设南路1号，成立日期2003年7月1 日，上市日期2021年6月24日，公司主营业务涉及电线电缆的研发、生产及销售。主营业务收入构成 为：特种电缆50.37%，电力电缆39.64%，电气装备用电缆8.19%，其他(补充)1.38%，裸导线0.25%，其 他线缆0.16%。 从华菱线缆十大流通股东角度 数据显示，中邮基金旗下1只基金位居华菱线缆十大流通股东。中邮军民融合灵活配置混合A （004139）三季度新进十大流通股东，持有股数180万股，占流通股的比例为0.68%。根据测算，今日 浮亏损失约225万元。 中邮军民融合灵活配置混合A（004139）成立日期2017年4月1日，最新规模8.86亿。今年以来收益 13.76%，同类排名923/9003；近一年收益81.98%，同类排名446/8185；成立以来收益164.52%。 中邮军民融合灵活配置混合A（004139）基金经理为王高。 截至发稿，王高累计任职时间5年204天 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司提供太空翼电缆吗，市占率多大？ 华菱线缆（001208.SZ）1月26日在投资者互动平台表示，公司开发的扁平柔性展收电缆用于解决太阳翼 到星体之间的互联问题，该产品目前为公司独家生产，市场开拓方面仍有提升空间。 ...

Investment Rating - The report indicates a positive outlook for the brokerage sector, suggesting that it is currently in a phase of fundamental and valuation mismatch, with expectations for improvement in the first half of the year [2][6]. Core Insights - The brokerage sector has seen a significant increase in allocation by active equity funds, with a quarter-over-quarter increase of 102 basis points, surpassing the three-year average [2]. - The report highlights strong earnings forecasts for 2025, with notable increases in net profits for several brokerages, including a projected 405.3% increase for Guolian Minsheng [2][16]. - The insurance sector is expected to stabilize, with a forecasted recovery in the predetermined interest rate for life insurance products, anticipated to rise to 1.96% in Q1 2026 [2][28]. Summary by Sections Market Review - The Shanghai Composite Index closed at 4,702.50 with a decline of 0.62%, while the non-bank index fell by 1.45% [6]. - The brokerage, insurance, and diversified financial indices reported changes of -0.61%, -4.02%, and +3.10%, respectively [6]. Non-Banking Sector Insights - The report notes that the China Securities Regulatory Commission has introduced new guidelines for performance benchmarks for publicly offered securities investment funds, aiming to enhance transparency and accountability [8][10]. - Key announcements from individual companies include China Pacific Insurance reporting an 8.1% increase in premium income for 2025, and Guolian Minsheng forecasting a significant profit increase due to business integration [12][16]. Investment Analysis Recommendations - For brokerages, the report recommends focusing on firms with strong competitive positions, such as Guotai Junan and Citic Securities, as well as those with high earnings elasticity like Huatai Securities [2]. - In the insurance sector, the report maintains a positive medium-term outlook, recommending companies like China Life and Ping An Insurance [2]. Key Data Tracking - As of January 23, 2026, the average daily trading volume was reported at 30,388.36 billion [32]. - The margin trading balance stood at 27,249.13 billion [38].

Core Viewpoint - The company has terminated its acquisition of Hunan Xingxin Aerospace Materials Co., Ltd. without impacting its existing business operations [1] Group 1 - The company plans to acquire 70% of Anhui Sanzhu Intelligent Technology Co., Ltd. through a combination of cash and targeted convertible bonds [1] - The cash portion of the acquisition has been approved and partially completed [1] - The application for the targeted convertible bonds has been accepted by the Shenzhen Stock Exchange [1]

证券日报网讯 1月22日，华菱线缆在互动平台回答投资者提问时表示，公司产品覆盖国内四大发射基 地，保障了300余次火箭发射任务，为部分院所总体部配套。火箭方面，公司产品包括地面发射场用点 火缆和火箭本体用高温导线；卫星方面，目前部分产品为独家供应，尚未形成较大规模收入。未来，公 司将持续关注上游特殊导体及高分子材料企业和下游有技术优势、客户互补的连接器、组件、柔板 （FPC）等企业，横向关注产品有差异化、技术领先的同行线缆企业，以实现内生发展和外延拓展双轮 驱动。 （文章来源：证券日报） ...

格隆汇1月22日丨华菱线缆(001208.SZ)在投资者互动平台表示，公司产品覆盖国内四大发射基地，保障 了300余次火箭发射任务，为部分院所总体部配套。火箭方面，公司产品包括地面发射场用点火缆和火 箭本体用高温导线；卫星方面，目前部分产品为独家供应，尚未形成较大规模收入。 未来，公司将持 续关注上游特殊导体及高分子材料企业和下游有技术优势、客户互补的连接器、组件、柔板（FPC）等 企业，横向关注产品有差异化、技术领先的同行线缆企业，以实现内生发展和外延拓展双轮驱动。 ...

格隆汇1月22日丨华菱线缆(001208.SZ)在互动平台表示，公司暂无北美地区客户。公司密切关注商业航 天相关政策，立足自身技术优势，积极开拓市场。 ...