Core Viewpoint - The announcement details the share reduction plans of two executives at Henan Tongda Cable Co., Ltd., indicating their intention to sell a portion of their shares within a specified timeframe [1][2]. Group 1: Shareholder Information - As of the announcement date, Mr. Zhang Zhizhong holds 530,000 shares, representing 0.1012% of the total share capital, while Mr. Liu Zhijian holds 78,100 shares, accounting for 0.0149% [2]. - Both shareholders' shares are not subject to any pledge or freeze as of the announcement date [2]. Group 2: Reduction Plan Details - Mr. Zhang Zhizhong plans to reduce his holdings by up to 132,500 shares, which is 0.0253% of the total share capital, through centralized bidding from July 9, 2025, to October 8, 2025 [2]. - Mr. Liu Zhijian intends to reduce his holdings by up to 19,525 shares, representing 0.0037% of the total share capital, also through centralized bidding during the same period [2]. Group 3: Compliance and Commitments - Both executives have adhered to their commitments regarding shareholding, with no violations reported as of the announcement date [3].

通达股份（002560）公告，公司董事、副总经理张治中计划自2025年7月9日至2025年10月8日，以集中 竞价方式减持不超过13.25万股，占公司总股本的0.0253%。副总经理、董事会秘书、投资总监刘志坚计 划减持不超过19525股，占公司总股本的0.0037%。减持原因均为个人资金需求。 ...

证券代码：002560 证券简称：通达股份 公告编号：2025-038 河南通达电缆股份有限公司 关于公司部分董事、高级管理人员减持股份的预披露公告 公司董事、副总经理张治中先生，副总经理、董事会秘书、投资总监刘志 坚先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 1、持本公司股份 530,000 股（占本公司总股本比例为 0.1012%，本公告中 所述总股本均指公司截至 2025 年 6 月 16 日总股本剔除公司回购专用账户中股 票后的股份数量）的股东张治中先生，为公司董事、副总经理，计划自本公告披 露之日起 15 个交易日后的 3 个月内（即 2025 年 7 月 9 日至 2025 年 10 月 8 日） 以集中竞价方式减持本公司股份不超过 132,500 股，占本公司总股本比例 0.0253%。 2、持本公司股份 78,100 股（占本公司总股本比例为 0.0149%）的股东刘志 坚先生，为公司副总经理、董事会秘书、投资总监，计划自本公告披露之日起 15 个交易日后的 3 个月内 ...

Group 1 - China Energy Construction won a major coal-fired power project with a bid amount of approximately 14.586 billion yuan, involving six 660 MW supercritical coal-fired generating units and supporting environmental facilities, with a total construction period of about 36.5 months [1] - Taiji Industry plans to repurchase company shares with a total amount not less than 1 billion yuan and not exceeding 1.2 billion yuan, with a maximum repurchase price of 10.38 yuan per share [1] - Youxun Technology won a project from State Grid with a bid amount of approximately 176 million yuan, accounting for 17.44% of the company's audited revenue for 2024 [2] Group 2 - Daili New Materials established an investment fund with a total subscribed capital of 163.3 million yuan, with Daili contributing 10 million yuan, accounting for 6.12% of the fund [4] - Wanyi Technology received a government subsidy of 2.3475 million yuan, which has been confirmed and classified according to relevant accounting standards [6] - Anke Biotech received a drug registration certificate for Acetate Atosiban Injection, which is used for treating preterm labor [7] Group 3 - Renfu Pharmaceutical received a drug registration certificate for Progesterone Soft Capsules, which are used to treat functional disorders caused by progesterone deficiency [9] - Linyang Energy is a recommended candidate for a major contract with State Grid, with a total expected bid amount of approximately 165 million yuan [11] - Hongtian Technology plans to invest 200 million to 300 million yuan to establish a wholly-owned subsidiary in Gansu Province [28] Group 4 - Hunan Xiang Electric received a total of 40 million yuan in government subsidies, which accounts for 16.07% of the company's audited net profit for 2024 [44] - Nengke Technology plans to repurchase shares with a total amount not less than 10 million yuan and not exceeding 20 million yuan, with a maximum repurchase price of 43.00 yuan per share [46] - Xiamen XGMA received 10 million yuan in historical debt repayment, which is expected to increase the company's net profit for 2025 by 3.186 million yuan [48]

Core Viewpoint - Tongda Co., Ltd. has been selected as a recommended bidder for the 15th batch of procurement by State Grid Corporation of China for the year 2025, specifically for the second material bidding of the UHV project, with the awarded material being ground wire [1] Summary by Categories Company Information - The total value of the awarded materials is estimated at RMB 176 million, which accounts for approximately 2.83% of the company's projected total revenue for the year 2024 [1] Industry Context - The project is managed by State Grid Jibei Electric Power Co., Ltd., with the bidding conducted by State Grid Corporation of China and the bidding agency being State Grid Materials Co., Ltd. [1]

一、预中标情况概述 公示中公示河南通达电缆股份有限公司（以下简称"公司"）为国家电网有 限公司2025年第十五批采购（特高压项目第二次材料招标采购）（招标编号:0711- 25OTL04421009，分标编号：SG2576-1402-22002）包9推荐的中标候选人，中标 物资为导地线。 证券代码：002560 证券简称：通达股份 公告编号：2025-037 河南通达电缆股份有限公司 关于国家电网预中标的自愿性信息披露公告 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。 国家电网有限公司电子商务平台(https://ecp.sgcc.com.cn/ecp2.0/porta l/)于近日在"招标采购\推荐中标候选人公示"中发布了《国家电网有限公司 2 025 年第十五批采购（特高压项目第二次材料招标采购）推荐的中标候选人公示》 （以下简称"公示"），公示开始时间为 2025 年 5 月 27 日，公示期 3 日。 以上项目在正式中标后，其合同的履行预计会对公司未来经营活动及经营业 绩产生积极的影响，有利于公司电线电缆板块业务的提升，有助于公司盈利能力 和核心竞争 ...

证券代码：002560 证券简称：通达股份 公告编号：2025-036 河南通达电缆股份有限公司 关于为子公司提供担保的进展公告 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 河南通达电缆股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召开 的第六届董事会第六次会议、第六届监事会第六次会议和 2025 年 5 月 16 日召开 的 2024 年度股东大会，审议通过了《关于 2025 年度为子公司提供担保额度预计 的议案》，同意公司为合并报表范围内的子公司：河南通达新材料有限公司、河 南通达久通电缆有限公司（简称"通达久通"）、洛阳中盛贸易有限公司、河南 通达宏基科技有限公司提供不超过 73,000 万元的担保额度。 具体内容详见公司于 2025 年 4 月 24 日在《证券时报》《中国证券报》《上 海证券报》和巨潮资讯网(http://www.cninfo.com.cn)上披露的《关于 2025 年 度为子公司提供担保额度预计公告》（公告编号：2025-025）。 二、担保进展情况 近日，公司与兴业银行股份有限公司洛阳分行 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, indicating a positive outlook for the stock over the next 6-12 months [6][15]. Core Insights - The company is positioned as a core supplier of ultra-high voltage cables and is deeply engaged in military and civilian aircraft component processing, which is expected to drive continuous performance improvement [8][11]. - The company achieved a revenue of 6.20 billion yuan in 2024, representing a year-on-year growth of 11.26%, while the net profit attributable to shareholders was 0.25 billion yuan, a decline of 69.15% [8][12]. - The first quarter of 2025 showed promising results with a revenue of 1.47 billion yuan, a year-on-year increase of 39.35%, and a net profit of 0.16 billion yuan, up 9.86% year-on-year [8][12]. Summary by Sections Business Overview - The company operates in three main segments: 1) Electric wire and cable products, focusing on ultra-high voltage and high-end cables, contributing 52% of revenue and 82% of gross profit in 2024; 2) Precision processing and assembly of aircraft components, primarily through its subsidiary Chengdu Hangfei; 3) Aluminum-based composite materials, with products widely used across various industries [9][14]. Financial Performance - The company forecasts revenues of 6.96 billion yuan, 7.70 billion yuan, and 8.32 billion yuan for 2025, 2026, and 2027 respectively, with corresponding net profits of 1.19 billion yuan, 1.52 billion yuan, and 1.88 billion yuan [12][15]. - The gross margin is expected to improve from 7.28% in 2024 to 9.40% by 2027, reflecting operational efficiencies and product mix optimization [12][15]. Market Position and Competitive Advantage - The company has established itself as a leading supplier in the ultra-high voltage cable market and is enhancing its capabilities in aircraft component manufacturing, benefiting from strong partnerships with major domestic aerospace manufacturers [11][14]. - The report highlights the company's focus on R&D, with a 2.01% R&D expense ratio in 2024, aimed at maintaining its competitive edge in high-tech cable products and advanced manufacturing processes [8][12]. Investment Outlook - The company is expected to benefit from the increasing demand for military aircraft and the rollout of domestically produced large aircraft, which will enhance its revenue streams [11][15]. - The report anticipates a stable growth trajectory for the company, supported by its dual focus on cable production and military component manufacturing, leading to a favorable investment outlook [15].

Group 1: Financial Performance - The company's revenue target for the year is 10 billion CNY, with Q1 revenue reported at 1.474 billion CNY, reflecting a year-on-year growth of 39.35% [2] - New orders signed in Q1 increased by 61.98% compared to the previous year [2] - Basic earnings per share for 2024 are projected to drop to 0.05 CNY, a decrease of 68.75% [3] Group 2: Strategic Focus - The company prioritizes the aerospace components industry as a core strategic direction, with its subsidiary Chengdu Hangfei entering major aircraft manufacturers' supply chains [3] - The company is responding to national strategies such as "military-civilian integration" and "Belt and Road Initiative," aiming to expand production capacity based on customer order growth [4] Group 3: Product Development and Market Demand - The company has developed and tested cable samples for robotics applications, anticipating increased demand in related industries [4] - The subsidiary Chengdu Hangfei has a full order book, with specific business data to be disclosed in regular reports [4]

证券代码：002560 证券简称：通达股份 公告编号：2025-035 关于为子公司提供担保的进展公告 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 河南通达电缆股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召开 的第六届董事会第六次会议、第六届监事会第六次会议和 2025 年 5 月 16 日召开 的 2024 年度股东大会，审议通过了《关于 2025 年度为子公司提供担保额度预计 的议案》，同意公司为合并报表范围内的子公司：河南通达新材料有限公司（简 称"通达新材料"）、河南通达久通电缆有限公司、洛阳中盛贸易有限公司、河南 通达宏基科技有限公司提供不超过 73,000 万元的担保额度。 具体内容详见公司于 2025 年 4 月 24 日在《证券时报》《中国证券报》《上海 证券报》和巨潮资讯网(http://www.cninfo.com.cn)上披露的《关于 2025 年度 为子公司提供担保额度预计公告》（公告编号：2025-025）。 二、担保进展情况 近日，公司与中信银行股份有限公司洛阳分行（以下简称"中信银行"） ...