Market Overview - As of January 19, the Shanghai Composite Index closed at 4114.00 points, up 12.09 points, with a gain of 0.29% [1] - The Shenzhen Component Index closed at 14294.05 points, up 12.97 points, with a gain of 0.09% [1] - The ChiNext Index closed at 3337.61 points, down 23.41 points, with a decline of 0.70% [1] Stock Performance - A total of 86 A-shares had a turnover rate exceeding 20%, indicating significant trading activity [1] - Key stocks with high turnover rates included: - Kema Materials (科马材料) with a turnover rate of 62.05% and a closing price of 40.25 yuan, down 26.75% [1] - Kuntai Co. (坤泰股份) with a turnover rate of 54.99% and a closing price of 24.74 yuan, up 4.70% [1] - Sanbian Technology (三变科技) with a turnover rate of 48.63% and a closing price of 21.97 yuan, up 10.02% [1] - Nabichuan (纳百川) with a turnover rate of 44.29% and a closing price of 80.88 yuan, up 8.83% [1] - Hongxiang Co. (红相股份) with a turnover rate of 40.96% and a closing price of 17.99 yuan, up 15.17% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Kangqiang Electronics (康强电子) at 40.96% turnover, closing at 23.48 yuan, up 7.46% [1] - Fangzheng Electric (方正电机) at 39.47% turnover, closing at 16.53 yuan, up 5.09% [1] - Shuangjie Electric (双杰电气) at 39.16% turnover, closing at 14.82 yuan, up 20.00% [1] - Deen Precision (德恩精工) at 39.15% turnover, closing at 24.19 yuan, up 2.76% [1] - C Zhi Xin (C至信) at 37.80% turnover, closing at 52.04 yuan, down 6.54% [1]

本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、原交易情况概述 证券代码：001208 证券简称：华菱线缆 公告编号：2026-007 湖南华菱线缆股份有限公司 关于终止收购湖南星鑫航天新材料股份有限公司 控制权的公告 三、对公司的影响及风险提示 湖南华菱线缆股份有限公司（以下简称"公司"）于2025年3月 14日召开第五届董事会第二十六次会议，审议通过了《关于拟现金收 购湖南星鑫航天新材料股份有限公司控制权暨签署交易意向性协议 的议案》，双方签署了《关于收购湖南星鑫航天新材料股份有限公司 股权之交易意向性协议》（以下简称《意向性协议》）。上述事项具 体 内 容 详 见 公 司 于 2025 年 3 月 15 日 披 露 于 巨 潮 资 讯 网 （www.cninfo.com.cn）的《湖南华菱线缆关于拟现金收购收购湖南 星鑫航天新材料股份有限公司控制权暨签署交易意向性协议的公告》 （公告编号：2025-018）。 截至本公告披露日，上述意向性收购事项尚未签署正式交易协议。 二、终止收购的原因 自《意向性协议》签署后，公司与交易对方积极推进相关工作， 并就 ...

每经AI快讯，1月19日，华菱线缆（001208）(001208.SZ)公告称，公司与交易对方在部分具体协议条款 上未能达成一致，经协商一致并签署书面协议，决定终止《关于收购湖南星鑫航天新材料股份有限公司 股权之交易意向性协议》。此次终止收购是双方协商一致的结果，无需提交董事会审议。公司表示，该 终止事项不会对生产经营和财务状况产生不利影响，亦不存在损害公司和全体股东利益的情形。 ...

1月19日，华菱线缆涨5.07%，截至发稿，报26.73元/股，成交10.77亿元，换手率15.74%，总市值170.63 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%。 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 浮盈赚取约232.2万元。 从华菱线缆十大流通股东角度 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8.59亿。今年以来收益 7.92%，同类排名2041/9009；近一年收益71.79%，同类排名801/8164；成立以来收益150.94%。 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1 ...

（文章来源：证券日报） 证券日报网讯 1月16日，华菱线缆在互动平台回答投资者提问时表示，公司长期为"神舟"系列飞 船、"长征"系列运载火箭等重点工程配套供应线缆产品。 ...

Core Viewpoint - The smart grid sector is experiencing strong performance, with several companies leading the market, showcasing advancements in technology and solutions for smart grid applications. Company Summaries - **Senyuan Electric (002358.SZ)**: Latest stock price: 6.45 CNY, daily increase: 10.07%. A leading provider of intelligent power equipment solutions, offering products like smart high and low voltage switchgear and smart substation automation systems with features such as status monitoring and remote control [1]. - **Hancable Co., Ltd. (002498.SZ)**: Latest stock price: 8.46 CNY, daily increase: 10.10%. Notable for its technological advantages in high and ultra-high voltage cross-linked cables, providing online monitoring solutions for smart substations, essential for the safe and stable operation of smart grids [2]. - **Electric Power Research Institute (300215.SZ)**: Latest stock price: 8.16 CNY. A national independent third-party comprehensive electrical testing organization, covering critical areas such as ultra-high voltage transmission and transformation equipment and smart grid devices [3]. - **Jicheng Electronics (002339.SZ)**: Latest stock price: 10.36 CNY, daily increase: 20.00%. A leading provider of overall solutions for smart grids, with a product line covering all aspects of generation, transmission, transformation, distribution, usage, and dispatch, featuring automated systems for fault diagnosis and self-healing [4]. - **Guangdian Electric (601616.SH)**: Latest stock price: 10.10 CNY, daily increase: 10.10%. Focused on smart transmission and distribution equipment for 40.5KV and below, integrating smart monitoring functions to meet the automation needs of smart grid distribution networks [5]. - **Hongsheng Huayuan (601096.SH)**: Latest stock price: 4.58 CNY, daily increase: 10.59%. Develops smart energy management systems, enabling real-time cloud monitoring of substation equipment through smart gateways and utilizing AI technology to optimize energy structures [6]. - **Siyuan Electric (002028.SZ)**: Latest stock price: 185.90 CNY, daily increase: 10.02%. Manufacturer with capabilities in research and production of primary and secondary equipment for power systems, covering five major categories of smart grid business including reactive power compensation and digital substations [7]. - **Xigao Institute (688334.SH)**: Latest stock price: 25.06 CNY, daily increase: 19.50%. A leader in testing for ultra-high voltage, focusing on the construction of smart grids and providing inspection, testing, certification, and technical services for key equipment like high voltage switches and transformers [8]. - **New Wind Light (688663.SH)**: Latest stock price: 55.00 CNY, daily increase: 15.55%. Offers high voltage dynamic reactive power compensation devices (SVG) and energy storage PCS products for smart grid projects, enhancing grid stability and power quality [9]. - **Hongxiang Co., Ltd. (300427.SZ)**: Latest stock price: 15.62 CNY, daily increase: 10.78%. Engages in providing power detection and monitoring equipment to ensure grid safety, along with secondary fusion switch devices and distribution automation terminals for smart distribution networks [10]. - **Wansheng Intelligent (300882.SZ)**: Latest stock price: 24.90 CNY, daily increase: 8.07%. Focuses on the power distribution industry, specializing in smart meters and electricity information collection systems, essential components of the smart grid usage segment [11]. - **Yubang Electric (688597.SH)**: Latest stock price: 9.93 CNY, daily increase: 7.70%. A key supplier for national smart grid and power IoT, providing smart meters, collection terminals, and intelligent inspection services, covering the entire chain of "source, network, load, storage, intelligence" [11]. - **Hualing Cable (001208.SZ)**: Latest stock price: 25.44 CNY, daily increase: 7.12%. A domestic special cable manufacturer responding to national smart grid construction, maintaining good business relationships with State Grid and Southern Grid [13]. - **Baiyun Electric (603861.SH)**: Latest stock price: 14.60 CNY, daily increase: 6.96%. A comprehensive service provider for power energy, increasing investment in "secondary" intelligent technology to offer green and intelligent transmission and distribution products and system solutions [14]. - **Jiechuang Intelligent (301248.SZ)**: Latest stock price: 66.73 CNY. Smart grid is part of the company's smart city business, providing intelligent solutions for Southern Grid and China General Nuclear Power, collaborating with various local grid units [15]. - **Changgao Electric New (002452.SZ)**: Latest stock price: 9.50 CNY, daily increase: 6.15%. A major manufacturer of high voltage isolating switches, widely used in smart grid transmission and distribution, recognized as an excellent supplier for State Grid and Southern Grid [16].

Core Viewpoint - The news highlights a significant increase in the power equipment sector, with a notable rise in stock prices for several companies, particularly XinFengGuang, which led the gains with a 15.55% increase [1]. Group 1: Market Performance - The power equipment sector rose by 1.87% on the trading day, while the Shanghai Composite Index fell by 0.26% to close at 4101.91, and the Shenzhen Component Index decreased by 0.18% to 14281.08 [1]. - XinFengGuang (688663) closed at 55.00, up 15.55%, with a trading volume of 117,200 shares and a transaction value of 608 million yuan [1]. - Other notable gainers included Hongxiang Co. (300427) with an 11.33% increase, Hanlan Co. (002498) and Guangdian Electric (601616) both up by 10.10%, and several others showing increases around 10% [1]. Group 2: Fund Flow Analysis - The power equipment sector experienced a net outflow of 3.512 billion yuan from institutional investors, while retail investors saw a net inflow of 2.207 billion yuan [2]. - The data indicates that speculative funds had a net inflow of 1.305 billion yuan into the sector [2]. - Specific stocks like SiYuan Electric (002028) and Guangdian Electric (601616) showed varying levels of net inflow and outflow from different investor types, with SiYuan Electric having a net inflow of 2.57 billion yuan from institutional investors [3].

每经AI快讯，有投资者在投资者互动平台提问：董秘你好，火箭配套的地面发射场用点火缆、火箭本 体用高温导线等超高温线缆属于火箭发射的消耗品吗？是不是火箭发射的越多，用到贵公司电缆的数量 就越多？ 华菱线缆（001208.SZ）1月16日在投资者互动平台表示，尊敬的投资者您好！截至目前，公司配套的点 火线缆和高温导线均属于消耗品，覆盖国内四大发射基地。感谢您的关注！ （文章来源：每日经济新闻） ...

证券日报网讯 1月15日，华菱线缆发布公告称，公司股票价格于2026年1月13日、1月14日和1月15日连 续三个交易日收盘价格跌幅偏离值累计超过20%，属于股票交易异常波动。经核查，公司、控股股东和 实际控制人不存在关于本公司的应披露而未披露的重大事项。 （编辑 王雪儿） ...

证券代码：001208 证券简称：华菱线缆 公告编号：2026-006 湖南华菱线缆股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的情况介绍 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所 针对公司股票交易异常波动，公司对有关事项进行了核查，现将 有关情况说明如下： 1、公司前期披露的信息不存在需要补充、更正之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易 价格产生较大影响的未公开重大信息。 3、公司日常经营情况正常，内外部经营环境未发生重大变化。 4、经核查，公司、控股股东和实际控制人不存在关于本公司的 应披露而未披露的重大事项。 5、经查询，公司、控股股东及实际控制人在本公司股票异常波 动期间未买卖公司股票。 三、是否存在应披露而未披露信息的说明 湖南华菱线缆股份有限公司（以下简称"公司"或"本公司"）股 票（证券简称：华菱线缆，证券代码：001208）价格于 2026 年 1 月 13 日、2026 年 1 月 14 日和 2026 年 1 月 15 日连续三个交易日收盘 ...