本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 湖南华菱线缆股份有限公司（以下简称"公司"）拟发行可转换 公司债券购买吴根红、江源持有的安徽三竹智能科技股份有限公司 35%股权，并向华菱津杉（天津）产业投资基金合伙企业（有限合伙） 发行股份募集配套资金（以下简称"本次交易"）。 近日公司最终控股股东湖南钢铁集团有限公司收到湖南省国资 委出具的《关于湖南华菱线缆股份有限公司定向发行可转换公司债券 并募集配套资金有关事项的批复》（湘国资产权函〔2025〕105 号）， 原则同意公司发行可转换公司债券购买吴根红、江源持有的安徽三竹 智能科技股份有限公司 35%股权并募集配套资金的整体方案。 本次交易尚需获得深圳证券交易所及中国证监会的批准、注册或 同意后方可正式实施。公司将根据本次交易的实际进展情况，严格按 照有关法律法规的规定和要求及时履行信息披露义务。 证券代码：001208 证券简称：华菱线缆 公告编号：2026-003 湖南华菱线缆股份有限公司 关于发行可转换公司债券购买资产并募集配套资金 暨关联交易事项获得湖南省国资委批复的公告 2026 年 1 月 10 ...

湖南华菱线缆股份有限公司 关于本次交易相关主体买卖股票情况的自查报告的 公告 证券代码：001208 证券简称：华菱线缆 公告编号：2026-004 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 湖南华菱线缆股份有限公司（以下简称"上市公司"或"华菱线 缆"或"公司"）拟发行可转换公司债券购买吴根红、江源持有的安 徽三竹智能科技股份有限公司（以下简称"安徽三竹"或"标的公司"） 35%股权，并向华菱津杉（天津）产业投资基金合伙企业（有限合伙） （以下简称"华菱津杉"）发行股份募集配套资金（以下简称"本次 交易"）。 根据《中华人民共和国证券法》《上市公司重大资产重组管理办 法》《公开发行证券的公司信息披露内容与格式准则第 26 号—上市 公司重大资产重组》《监管规则适用指引—上市类第 1 号》等有关法 律、法规及规范性文件的规定，上市公司对本次交易相关主体自《湖 南华菱线缆股份有限公司发行可转换公司债券购买资产并募集配套 资金暨关联交易报告书（草案）》（以下简称"《重组报告书》"） 公告前六个月起至《重组报告书》披露之前一日止（2025 年 6 月 16 日 ...

Core Viewpoint - Hualing Cable plans to issue convertible bonds to acquire a 35% stake in Anhui San Zhu Intelligent Technology Co., Ltd. from Wu Genhong and Jiang Yuan, pending regulatory approvals [2] Group 1 - The company announced the intention to issue convertible bonds for the acquisition [2] - The acquisition is part of a strategy to enhance its investment portfolio and expand its business operations [2] - The controlling shareholder, Hunan Steel Group Co., Ltd., has received preliminary approval from the Hunan State-owned Assets Supervision and Administration Commission for the transaction [2] Group 2 - The transaction is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [2] - The company aims to raise additional funds through this bond issuance to support the acquisition [2]

Market Overview - On January 8, A-shares saw most major indices decline, with the Shanghai Composite Index down 0.07%, Shenzhen Component down 0.51%, and ChiNext down 0.82%, while the Sci-Tech 50 index rose 0.82% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.80 trillion yuan, a decrease of approximately 53.8 billion yuan from the previous day [1] - There were 3,533 stocks that rose and 1,514 stocks that fell [1] Sector Performance - The aerospace and shipbuilding sectors saw the highest net inflows of funds, while sectors such as silver, energy metals, and brokerage firms experienced the largest declines [1] Popular Stocks - The top ten popular stocks included Jin Feng Technology, Yan Mountain Technology, Aerospace Electronics, Hai Ge Communication, Xue Ren Group, Lei Ke Defense, Nanjing Panda, Hualing Cable, Shen Jian Co., and Qian Zhao Optoelectronics [1][2] Key Factors Influencing Stock Prices - Jin Feng Technology's popularity is attributed to its leading position in the wind power industry and strong fundamentals, with significant growth in the sales capacity of wind turbines and an increased proportion of large-capacity units [3] - Yan Mountain Technology's rise is linked to its alignment with multiple hot technology sectors, including AI PC and multi-modal AI, and partnerships with AMD to expand terminal applications [3] - Aerospace Electronics benefits from the overall heat in the commercial aerospace sector, with policy support for projects like Qian Fan Constellation and China Star Network [3] - Hai Ge Communication's popularity stems from its technical capabilities in satellite navigation and communication, with applications in various scenarios [3] - Xue Ren Group's stock price increase is driven by the rising interest in controllable nuclear fusion, supported by significant capital inflow [4] - Lei Ke Defense is gaining attention due to its involvement in commercial aerospace and military information technology [4] - Nanjing Panda's stock is influenced by speculation around brain-computer interface technology, although the company has indicated that its related technology is still in the R&D phase [4] - Hualing Cable's growth is linked to its special cable business, which has seen significant revenue increases in high-end equipment sectors [4] - Shen Jian Co. benefits from both commercial aerospace and carbon fiber concepts, with strong fundamentals supporting its stock performance [4]

Group 1 - The commercial aerospace sector is experiencing a resurgence, with companies like Galaxy Electronics seeing a four-day stock increase and over 20 stocks hitting the daily limit up [1] - Xinghe Power Aerospace is set to launch the "Vesta-1 Sea Launch (Remote 7)" commercial rocket, indicating a significant upcoming event in the industry [1] - Zhongtai Securities believes that the commercial aerospace industry is entering a new phase of rapid development, with a clear inflection point and potential for concentrated catalysts in the near future [1] Group 2 - In the satellite manufacturing and launch services sector, demand is expected to grow exponentially due to national-level low Earth orbit satellite internet constellations like "Thousand Sails Constellation" and "State Grid Constellation" entering accelerated networking stages [2] - The aerospace electronics and core components sector is characterized by high technical barriers and long certification cycles, but companies that enter the core supply chain will benefit from high added value and sustained order guarantees [2] - The ground equipment and operational services sector will benefit long-term from the establishment and application of satellite networks, with significant market opportunities arising from data services and industry solutions as constellations become commercially viable [2]

Market Overview - A-shares exhibited mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, the ChiNext Index dropped 0.82%, and the Sci-Tech 50 Index rose 0.82% [1] - Total trading volume in the Shanghai and Shenzhen markets was approximately 2.83 trillion yuan, a decrease of about 55 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 20 stocks hitting the daily limit, including Qian Zhao Guang Dian and Pu Ni Ce Shi, which both reached the limit [3] - Notable performers included Jin Feng Ke Ji, which achieved a three-day limit increase, and Zhen Lei Ke Ji, which rose over 15% to reach a historical high [3] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept showed strong performance, with Ha Han Hua Tong rising over 12% and several other stocks, including China Nuclear Engineering and Aerospace Morning Light, hitting the daily limit [6] - Recent breakthroughs in controlled nuclear fusion technology were reported, with the EAST device confirming the existence of a density-free zone, providing important physical evidence for high-density operation [6][8] Industrial Software Sector - The industrial software concept gained traction, with Han De Information rising over 13% and Baoxin Software hitting the daily limit [9] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to strengthen the development of industrial software, indicating a supportive policy environment for the sector [11]

1月8日早间，A股微幅震荡，主要股指涨跌互现，上证指数低开高走，深证成指、创业板指微幅飘绿、科创50、北证50小幅上涨。上涨个股多于下跌个 股，成交保持平稳。 | 代码 | 名称 | | 最新 | 涨幅 | | --- | --- | --- | --- | --- | | 399001 | 深证成指 | | 14003.09 | -0.20% | | 000001 | 上证指数 | D | 4089.45 | +0.09% | | 399006 | 创业板指 | | 3312.47 | -0.52% | | 000016 | 上证50 | | 3133.52 | -0.37% | | 000300 | 沪深300 | | 4753.96 | -0.48% | | 000688 | 科创50 | | 1468.93 | +1.77% | | 899050 | 北证50 | œ | 1508.34 | +0.81% | 盘面上，天津本地股、可控核聚变、产业互联网、航空装备等板块涨幅居前，金融股、一般零售、工程机械、饮料乳品等板块跌幅居前。 利好政策密集出台 天津本地股走强 早间，天津本地股集体高开高走，板块指数 ...

Core Viewpoint - The A-share market has seen significant gains in commercial aerospace stocks, with multiple companies reaching their daily limit up due to the upcoming launch of the "Vesta-1 Sea Launch" commercial rocket by Xinghe Power Aerospace [1][2]. Group 1: Stock Performance - Shaoyang Hydraulic (301079) reached a limit up of 20.01%, with a total market value of 5.403 billion and a year-to-date increase of 56.91% [2]. - Tianrun Technology (920564) increased by 18.50%, with a market cap of 2.449 billion and a year-to-date rise of 20.84% [2]. - Taisheng Wind Power (300129) rose by 13.81%, with a market value of 12.4 billion and a year-to-date increase of 26.86% [2]. - Heshun Electric (300141) saw a gain of 12.48%, with a market cap of 4.229 billion and a year-to-date rise of 30.47% [2]. - Tianli Composite (920576) increased by 10.87%, with a market value of 11.1 billion and a year-to-date increase of 44.44% [2]. - China First Heavy Industries (601106) rose by 10.07%, with a market cap of 33.7 billion and a year-to-date increase of 23.31% [2]. - Other notable stocks include Juyi Rigging (002342) at 10.03%, Shengyang Technology (603703) at 10.03%, and Zhongheng Design (603017) at 10.01% [2]. Group 2: Market Trends - The commercial aerospace sector is experiencing a bullish trend, as indicated by the MACD golden cross signal formation, suggesting a strong upward momentum in these stocks [1][2].

Group 1 - The A-share market saw significant gains in commercial aerospace stocks, with multiple companies hitting the daily limit up [1] - Notable performers included Shaoyang Hydraulic, which reached a limit up of 20.01%, and Tianrun Technology, which increased by over 18% [2] - The upcoming launch of the "Vesta-1 Sea Launch" commercial rocket by Xinghe Power Aerospace is a key driver behind the market activity [1] Group 2 - Shaoyang Hydraulic has a total market capitalization of 5.403 billion, with a year-to-date increase of 56.91% [2] - Tianhai Technology experienced an 18.50% increase, with a market cap of 2.449 billion and a year-to-date rise of 20.84% [2] - Other companies such as Taisheng Wind Power and Heshun Electric also saw significant gains, with year-to-date increases of 26.86% and 30.47% respectively [2]

Core Viewpoint - The A-share market has seen a surge in military stocks, driven by U.S. President Trump's proposal to increase the military budget from approximately $1 trillion to $1.5 trillion by 2027, along with calls for defense companies to boost production and R&D investments while halting stock buybacks and dividends [1]. Group 1: Stock Performance - Shaoyang Hydraulic and Haheng Huaton both hit the 20% limit up, while Dongtu Technology rose by 11% [1]. - A total of 12 companies, including China First Heavy Industries, Tianqi Mould, and Nanjing Panda, experienced a 10% limit up [1]. - The following companies showed significant year-to-date performance: - Shaoyang Hydraulic: 56.91% increase [2] - Haheng Huaton: 35.21% increase [2] - Dongtu Technology: 14.78% increase [2] - China First Heavy Industries: 23.31% increase [2] - Nanjing Panda: 46.40% increase [2] Group 2: Market Capitalization - The market capitalization of notable companies includes: - Shaoyang Hydraulic: 5.403 billion [2] - Haheng Huaton: 11.6 billion [2] - Dongtu Technology: 14.4 billion [2] - China First Heavy Industries: 33.7 billion [2] - Nanjing Panda: 16.3 billion [2] - Other companies with significant market caps include: - Aerospace Electric: 28.7 billion [2] - China Nuclear Engineering: 51 billion [2] - Aerospace Morning Light: 14.7 billion [2] - Aerospace Electronics: 86 billion [2]