Core Viewpoint - The company has approved guarantees for its subsidiaries to support their financing needs, totaling up to RMB 70,150 million, which is expected to facilitate their operational development [11]. Group 1: Board Meeting Summary - The sixth board meeting of the company was held on August 1, 2025, with all nine directors present, and the meeting complied with relevant regulations [1][2]. - The board unanimously approved three proposals to provide guarantees for its subsidiaries: RMB 56,000 million for Jiaozuo Hanhe Cable Co., Ltd., RMB 12,151 million for Xiuwu Cable Co., Ltd., and RMB 2,000 million for Qingdao Duko New Materials Co., Ltd. [2][5][8]. Group 2: Guarantee Details - The total guarantee amount approved is RMB 70,150 million, which includes specific amounts for each subsidiary [11]. - The guarantees are intended to support the subsidiaries' daily operations and financing needs, with the board authorizing the chairman to sign specific agreements within the approved limits [11][17]. - The guarantees do not require shareholder approval as they fall within the board's decision-making authority [12]. Group 3: Financial Status of Subsidiaries - Jiaozuo Hanhe Cable Co., Ltd. has total assets of RMB 193,646 million and net assets of RMB 78,044 million as of May 31, 2025, with a net profit of RMB 356 million for the first five months of 2025 [13]. - Xiuwu Cable Co., Ltd. has total assets of RMB 31,025 million and net assets of RMB 21,042 million as of May 31, 2025, with a net profit of RMB 1,168 million for the first five months of 2025 [15]. - Qingdao Duko New Materials Co., Ltd. has total assets of RMB 3,751 million and net assets of RMB 1,360 million as of May 31, 2025, but reported a net loss of RMB 587 million for the first five months of 2025 [16]. Group 4: Overall Guarantee Situation - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to RMB 73,150 million, with a remaining guarantee balance of RMB 29,081.17 million [20]. - After the new guarantees, the cumulative external guarantee total will reach RMB 143,300 million, representing 17.64% of the company's audited net assets for 2024 [20].

Core Viewpoint - Qingdao Hanlan Co., Ltd. has approved several resolutions to provide guarantees for its subsidiaries' new financing, indicating a strategic move to support its subsidiaries' financial needs and growth [1][2][3] Group 1: Guarantees for Subsidiaries - The company has agreed to provide a guarantee for its wholly-owned subsidiary, Jiaozuo Hanhe Cable Co., Ltd., with a financing limit not exceeding RMB 560 million [1] - The company has also approved a guarantee for its wholly-owned subsidiary, Xiuwuhan Hanhe Cable Co., Ltd., with a financing limit not exceeding RMB 121.51 million [2] - Additionally, the company will provide a guarantee for its controlling subsidiary, Qingdao Duko New Materials Co., Ltd., with a financing limit not exceeding RMB 20 million [2]

Group 1 - The company announced that its sixth board of directors held the 20th meeting, where several guarantee proposals were approved [2] - The company will provide guarantees for its wholly-owned subsidiaries, including Jiaozuo Hanhai Cable Co., Ltd. and Xiangyang Huanhe Cable Co., Ltd. [2] - The company will also provide guarantees for its controlling subsidiary, Qingdao Duko New Materials Co., Ltd. [2]

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、担保情况概述 1、为满足青岛汉缆股份有限公司（以下简称"公司"）子公司日常经营活动 的需要，根据公司目前对子公司的担保情况以及公司 2025 年的生产经营情况， 公司拟为焦作汉河电缆有限公司（以下简称"焦作电缆"）、修武汉河电缆有限公 司（以下简称"修武电缆"）、青岛杜科新材料有限公司（以下简称"杜科新材料"） 提供合计不超过 70,150 万元人民币的担保。 2025 年 8 月 1 日，公司第六届董事会第二十次会议审议并一致通过了《关 于公司为全资子公司焦作汉河电缆有限公司提供担保的议案》《关于公司为全资 子公司修武汉河电缆有限公司提供担保的议案》《关于公司为控股子公司青岛杜 科新材料有限公司提供担保的议案》,同意公司为全资子公司焦作电缆的新增融 资提供不超过人民币 56,000 万元的担保；同意公司为全资子公司修武电缆的新 增融资提供不超过人民币 12,150 万元的担保；同意公司为控股子公司杜科新材 料的新增融资提供不超过人民币 2,000 万元的担保；同意授权董事长在上述额度 内与银行签订具体的担保 ...

证券代码：002498 证券简称：汉缆股份 公告编号：2025-023 青岛汉缆股份有限公司 第六届董事会第二十次会议决议公告 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"）第六届董事会第二十次会议于 2025 年 8 月 1 日上午在公司四楼会议室召开。本次董事会会议采用现场方式召 开。本次会议由张立刚先生主持，会议通知已于 2025 年 7 月 29 日以书面、传 真、电子邮件等方式发出。本次会议应到董事九人，实到董事九人。公司部分监 事、高级管理人员列席了本次会议。本次会议的召集、召开符合有关法律、行政 法规、部门规章、规范性文件和公司章程的规定。 经与会董事讨论，形成如下会议决议： 一、审议通过《关于公司为全资子公司焦作汉河电缆有限公司提供担保的 议案》 同意公司为全资子公司焦作汉河电缆有限公司的新增融资提供担保，担保 额度不超过人民币 56,000 万元。 表决情况：同意 9 票，反对 0 票，弃权 0 票； 表决结果：通过。 该议案无需提交股东大会审议。 具体内容详见巨潮资讯网（www.cninfo.com ...

Core Viewpoint - Hanlan Co., Ltd. (002498) has shown a positive trend in financing activities, with a net financing purchase of 1.24 million yuan on July 30, 2025, indicating increased investor interest [1][4]. Financing Activities - On July 30, 2025, Hanlan Co., Ltd. had a financing buy of 6.92 million yuan and a financing repayment of 5.68 million yuan, resulting in a net financing purchase of 1.24 million yuan [1]. - The financing balance reached 229 million yuan, with a net purchase of 5.19 million yuan over the last three trading days and 13 out of the last 20 trading days showing net financing purchases [1][4]. Financing and Margin Trading Data - The financing net purchases for the last five trading days are as follows: - July 30: 1.24 million yuan - July 29: 3.66 million yuan - July 28: 294,100 yuan - July 25: 8.17 million yuan - July 24: 178,800 yuan - The financing balance has shown a steady increase, with the latest figure being 229 million yuan, which is 1.95% of the circulating market value [2][4]. Margin Trading Overview - On July 30, 2025, the margin trading balance was 230 million yuan, reflecting an increase of 0.54% from the previous day [4]. - The margin trading data indicates a slight increase in the margin balance over the past few days, suggesting a growing interest in leveraged trading [4].

Core Viewpoint - The power industry is experiencing significant growth opportunities, as evidenced by multiple companies winning bids for power grid procurement projects, indicating a robust and vibrant sector [1][5]. Group 1: Company Performance - Several companies, including Hanlan Co., Ltd. and Fengfan Electric Equipment Co., Ltd., have reported successful bids for power grid projects, with bid amounts ranging from millions to billions [1][2]. - Hanlan Co., Ltd. won bids totaling approximately 907 million yuan, accounting for 9.79% of its projected 2024 revenue [2]. - Fengfan Electric Equipment Co., Ltd. secured bids worth about 337 million yuan, representing 10.45% of its expected 2024 revenue [2]. - Henan Tongda Cable Co., Ltd. reported winning bids totaling 180 million yuan, which is 2.91% of its anticipated 2024 revenue [2]. - Jinguang Electric Co., Ltd. announced bids amounting to approximately 42.81 million yuan, making up 5.76% of its projected 2024 revenue [3]. Group 2: Industry Trends - The power industry is witnessing a transformation driven by the "dual carbon" goals, leading to increased demand for infrastructure upgrades and new energy integration [4][5]. - The China Electricity Council's report indicates that by the end of 2024, the length of transmission lines at 35 kV and above will reach 2.477 million kilometers, a year-on-year increase of 1.7% [4]. - The capacity of substations at 35 kV and above is projected to reach 82.1 billion kVA, reflecting a 6.7% year-on-year growth [4]. - The industry is evolving towards high resilience and adaptability, with companies that have stronger R&D capabilities poised to capture more market opportunities [4]. Group 3: Market Dynamics - The recent surge in bidding activity highlights the maturity and resilience of the power industry supply chain, with companies leveraging their technological strengths and product specialties [3][5]. - The economic recovery is driving an increase in electricity demand, further accelerating the need for grid enhancements and smart grid solutions [4].

Core Points - China Southern Power Grid announced the results of the first batch of framework bidding projects for 2025 main network and distribution network materials [1][2] - Qingdao Hanlan Co., Ltd. won multiple bids including 35kV-500kV steel core aluminum stranded wire and various types of power cables [1] - The total estimated bid amount is approximately RMB 907 million, accounting for about 9.79% of the company's audited revenue for 2024 [1] Bidding Results - The company won bids for main network materials including steel core aluminum stranded wire and 220kV AC power cables [1] - The company also secured bids for distribution network materials such as insulated overhead cables and low-voltage AC power cables [1] - The contract execution is expected to positively impact the company's future operations and performance [2] Contract Status - As of the announcement date, formal contracts have not yet been signed, and there is uncertainty regarding the signing and execution dates [2]

证券代码：002498 证券简称：汉缆股份 公告编号：2025-022 经初步估算，该项目中标总合计金额约为人民币 9.07 亿元，约 占本公司 2024 年经审计的营业收入的 9.79%。目前，公司尚未取得 南方电网的书面中标通知书。 青岛汉缆股份有限公司 关于南方电网中标的提示性公告 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。 近日，中国南方电网有限责任公司（以下简称"南方电网"）公 布了《南方电网公司 2025 年主网线路材料第一批框架招标项目中标 结果公告》、《南方电网公司 2025 年配网材料第一批框架招标项目中 标结果公告》。 在《南方电网公司 2025 年主网线路材料第一批框架招标项目中 标结果公告》中，青岛汉缆股份有限公司（以下简称"公司"）中标 35kV-500kV钢芯铝绞线1个包，35kV-500kV 钢芯铝合金绞线1个包， 35kV-500kV 铝包钢芯铝合金绞线 1 个包，220KV 交流电力电缆 1 个 包，110kV 交流电力电缆 1 个包。 在《南方电网公司 2025 年配网材料第一批框架招标项目中标结 果公告》中，公司中标绝 ...

Core Viewpoint - The company, Hanlan Co., Ltd. (002498), has won a bid for the first batch of framework tender projects for the Southern Power Grid Company's 2025 main network line materials and distribution network materials, with a total bid amount of approximately 907 million yuan, accounting for about 9.79% of the company's audited revenue for 2024 [1] Group 1 - The total bid amount for the projects is approximately 907 million yuan [1] - The bid represents about 9.79% of the company's audited revenue for 2024 [1] - The projects include various types of power cables and conductors, such as 35kV-500kV steel core aluminum stranded wire and 220kV AC power cables [1] Group 2 - The company has not yet received the written bid notification, but the contract execution is expected to have a positive impact on the company's future operations and performance [1]