来源：上海证券报·中国证券网 上证报中国证券网讯（记者 王文嫣）截至12月11日10点47分，万得特高压概念指数涨幅超2%。通光线 缆、汉缆股份、华菱线缆等涨停，电科院、节能环境、特变电工等涨幅居前。 消息面上，近期，四川省发展改革委发布关于攀西特高压交流工程项目核准的批复。甘肃－浙江等多条 特高压工程建设取得关键进展。多种输配电设备大额中标信息接连发布。东吴证券、国联民生证券电新 团队近期研报均提到了对特高压领域的关注。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 王文嫣）截至12月11日10点47分，万得特高压概念指数涨幅超2%。通光线 缆、汉缆股份、华菱线缆等涨停，电科院、节能环境、特变电工等涨幅居前。 消息面上，近期，四川省发展改革委发布关于攀西特高压交流工程项目核准的批复。甘肃－浙江等多条 特高压工程建设取得关键进展。多种输配电设备大额中标信息接连发布。东吴证券、国联民生证券电新 团队近期研报均提到了对特高压领域的关注。 ...

Core Viewpoint - The energy storage sector in the A-share market is experiencing significant growth, with multiple stocks showing strong performance and attracting market attention [1]. Group 1: Market Performance - The energy storage concept stocks have seen a robust rise, with several stocks hitting the daily limit up, including China Tianying (000035.SZ), Hancable (002498.SZ), and Zhongli Group (002309.SZ) [1]. - Nandu Power (300068.SZ) recorded a remarkable increase of 13.84%, while other stocks like Guoji Heavy Industry (601399.SH) and Suwen Electric (300982.SZ) also performed well, with gains exceeding 6% [1][2]. Group 2: Industry Trends - The energy storage industry is at a critical economic turning point, with improving electricity prices, subsidies, and consumption issues leading to enhanced investment returns [3]. - A report from GGII predicts explosive growth in the global AIDC energy storage market, with lithium battery shipments expected to exceed 300 GWh by 2030, which is 20 times the 15 GWh forecast for 2025 [3]. Group 3: Technological Innovations - Technological innovation is identified as the core driver for the sustainable development of the energy storage industry, with advancements in sodium-ion batteries and solid-state batteries being pursued [4]. - The integration of digital technologies and AI in energy storage management is becoming a trend to optimize operational efficiency [4]. Group 4: Investment Outlook - Institutional investors are generally optimistic about the long-term prospects of the energy storage industry, driven by sustained demand growth and significant project volumes in major markets [4][5]. - The energy storage sector is entering a golden development period, supported by policy backing, market demand, and technological advancements [5].

Core Viewpoint - The A-share market for energy storage concept stocks has shown significant strength, with various companies experiencing substantial gains, indicating a positive outlook for the energy storage sector driven by ongoing demand and market developments [1]. Group 1: Market Performance - On December 11, energy storage concept stocks collectively surged, with notable gains including Nandu Power rising over 12%, Shenghui Technology over 10%, and several others reaching the daily limit of 10% [1]. - Key stocks and their performance include: - Nandu Power: +12.18%, Market Cap: 17 billion - Shenghui Technology: +10.67%, Market Cap: 4.179 billion - China Tianying: +10.09%, Market Cap: 14.6 billion - Hancable: +10.03%, Market Cap: 13.5 billion - Jinchuan Group: +9.98%, Market Cap: 11.1 billion - Goldwind Technology: +9.97%, Market Cap: 71.7 billion - Zhongli Group: +9.97%, Market Cap: 10.9 billion - Galaxy Electronics: +7.68%, Market Cap: 7.581 billion - Dongfang Electric: +6.41%, Market Cap: 78.1 billion - Guoji Heavy Industry: +6.12%, Market Cap: 36.3 billion [2]. Group 2: Industry Outlook - According to CICC, the demand for the energy storage industry is expected to remain robust through 2026 due to several factors: 1. The ongoing global energy transition, which increases the reliance on energy storage and grid infrastructure as the share of wind and solar installations rises, alongside the anticipated growth of AI-related energy storage projects [1]. 2. Significant tendering and project planning in major markets such as China, the U.S., and Europe, along with emerging demand in regions like the Middle East, India, Australia, and Chile [1]. 3. Continued strong demand for household and commercial energy storage solutions, driven by persistent electricity shortages in emerging markets [1].

Group 1 - The core viewpoint of the article highlights a strong performance in the ultra-high voltage sector, with significant stock price increases for companies such as Tongguang Cable, Hancable, and others, indicating positive market sentiment [1] - CITIC Securities projects that during the 14th Five-Year Plan period, the investment in the power grid is expected to maintain stable growth, with an estimated completion amount of approximately 3.8 trillion yuan from 2026 to 2030, translating to an average annual investment of about 750 billion yuan [1] - The main driving factor for this growth is the continuous increase in electricity consumption, with an expected annual growth rate of 5% to 6% during the 14th Five-Year Plan period, maintaining an elasticity ratio of 1.2 to 1.25 compared to GDP growth [1] Group 2 - The market is showing clear anticipatory characteristics regarding domestic demand, with expectations for the ultra-high voltage and digitalization sectors to rebound after facing significant pressure in 2025, indicating a positive outlook for the main grid and interconnection segments [1] - The year 2026, marking the beginning of the 14th Five-Year Plan, is expected to present dual opportunities for the power equipment industry, characterized by stable domestic demand and a release of external demand, suggesting a favorable configuration value for the industry [1] - The overall industry is anticipated to exhibit a pattern of "stable domestic growth and breakthrough external demand," allowing for simultaneous transactions in both domestic and external markets, enhancing the sector's investment appeal [1]

Core Viewpoint - The A-share market's energy storage concept stocks have collectively strengthened, indicating a positive outlook for the energy storage industry driven by ongoing global energy transition trends and strong demand in various markets [1]. Industry Summary - The energy storage sector is expected to maintain high demand through 2026 due to several factors: 1. Continuous global energy transition trends necessitating grid and energy storage construction as the share of wind and solar installations increases, alongside the anticipated rise in AI-related energy storage projects [1]. 2. Significant tendering and planned projects in major markets including China, the U.S., and Europe, as well as emerging demand in the Middle East, India, Australia, and Chile [1]. 3. Strong demand for household and industrial energy storage solutions, with persistent electricity shortages in emerging markets [1]. Company Performance - Notable stock performances in the energy storage sector include: - Nandu Power (南都电源) increased by 12.18%, with a market cap of 17 billion and a year-to-date increase of 17.53% [2]. - Shenghui Technology (昇辉科技) rose by 10.67%, with a market cap of 4.179 billion and a year-to-date increase of 21.39% [2]. - China Tianying (中国天楹) saw a 10.09% increase, with a market cap of 14.6 billion and a year-to-date increase of 26.33% [2]. - Other companies such as Hancable (汉缆股份), Jinchuan Group (今创集团), and Goldwind Technology (金风科技) also experienced significant gains, with increases ranging from approximately 5% to nearly 10% [2].

（文章来源：每日经济新闻） 每经AI快讯，12月11日，特高压指数上涨2%，成分股表现亮眼，通光线缆涨停，汉缆股份涨7.32%，电 科院涨6.80%，通达股份涨4.25%，许继电气涨2.99%。 ...

Group 1 - The superconducting index rose by 2% during intraday trading, indicating a general upward trend among constituent stocks [1] - Notable performers included Farsens and Yongding Co., which reached the daily limit, while Hancable increased by 8.94%, Western Superconducting by 2.74%, and Baile Electric by 2.72% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002498 证券简称：汉缆股份 公告编号：2025-042 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。 青岛汉缆股份有限公司（以下简称"公司"）第六届董事会任期即将届满，根据《公司法》《深圳证券交 易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规范运作》《公 司章程》等有关规定的有关规定，公司于2025年12月9日召开第六届董事会第二十四次会议，审议通过 了《关于董事会换届选举非独立董事的议案》和《关于董事会换届选举独立董事的议案》。 公司第六届董事会由9名董事组成，其中非独立董事5名，职工代表董事1名（由公司职工代表大会选举 产生），独立董事3名。经公司董事会提名委员会审慎核查，公司董事会提名张立刚先生、张林军先 生、徐洪威先生、马志远先生、董坚先生为第七届董事会非独立董事候选人；提名赵健康先生、王咏梅 女士、杨新法先生为第七届董事会独立董事候选人，上述各位候选人简历详见附件。独立董事候选人的 任职资格和独立性尚需经深圳证券交易所审核无异议后，公司股东会方可进行表 ...

每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王瀚黎） 每经AI快讯，汉缆股份（SZ 002498，收盘价：3.71元）12月9日晚间发布公告称，公司第六届第二十四 次董事会会议于2025年12月9日在公司四楼会议室召开。会议审议了《关于董事会换届选举独立董事的 议案》等文件。 2025年1至6月份，汉缆股份的营业收入构成为：电线电缆行业占比100.0%。 截至发稿，汉缆股份市值为123亿元。 ...

经审查，提名委员会认为：本次拟选举的第七届董事会独立董事候选人赵健康 先生、王咏梅女士已取得独立董事资格证书，杨新法先生目前尚未取得深圳证券交 易所认可的独立董事培训证明，但已出具书面承诺，将参加最近一期独立董事培训 并取得深圳证券交易所认可的独立董事培训证明，其中王咏梅女士为会计专业人士。 上述人员具备履行相关职责所必需的工作经验,符合《上市公司独立董事管理办法》 《公司独立董事制度》等规定的条件，不存在相关法律法规规定中不得担任董事的 一、关于第七届董事会非独立董事候选人任职资格的审查意见 经审查，提名委员会认为：本次拟选举的第七届董事会非独立董事候选人张立 刚、张林军、徐洪威、马志远、董坚均具备法律、行政法规、规范性文件所规定的 上市公司董事的任职资格,具备履行相关职责所必需的工作经验,符合《上市公司治 理准则》《深圳证券交易所股票上市规则》和《公司章程》等规定的条件，不存在 相关法律法规规定中不得担任董事的情形，未受过中国证监会及其他有关部门的处 罚和证券交易所纪律处分，未因涉嫌犯罪被司法机关立案侦查或者涉嫌违法违规被 中国证监会立案稽查，未曾被中国证监会在证券期货市场违法失信信息公开查询平 台公示或 ...