Group 1 - The core point of the article is that Tongda Co., Ltd. has been recommended as a candidate for a procurement project by the State Grid Corporation of China, with a total value of approximately RMB 122 million [1] - The public announcement for the procurement started on August 28, 2025, and will last for three days [1] - The estimated value of the pre-awarded materials represents about 1.97% of the company's projected total revenue for the fiscal year 2024 [1]

Group 1 - The core point of the article is that Tongda Co., Ltd. has won a bid for materials in a State Grid procurement project valued at 122 million yuan, which accounts for approximately 1.97% of the company's projected total revenue for 2024 [1] Group 2 - The total value of the materials won in the bid is 122 million yuan [1] - This procurement project is significant as it represents a notable portion of the company's expected revenue for the upcoming fiscal year [1]

证券代码：002560 证券简称：通达股份 公告编号：2025-057 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 年第四十九批采购(输变电项目第四次线路装置性材料招标采购)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 8 月 28 日，公示 期 3 日。据河南通达电缆股份有限公司（以下简称"公司"）测算，在上述公示 中公司预中标物资总价值共计人民币 12,241.335481 万元，约占公司 2024 年度 营业总收入的 1.97%。 | 序号 | 分标编号 | 项目单位 | 分标名称 | 包号 | 投标报价（万元） | | --- | --- | --- | --- | --- | --- | | 1 | SG2508-1402-21017 | 国网吉林省电力有限公司 | ...

Core Viewpoint - The article highlights the rapid growth of the electricity consumption in China, with a focus on the development of the new power system and the role of Tongda Co., a leading company in the special wire and cable sector, in supporting this growth [1][2]. Company Development - Tongda Co. was established in 1987, starting from a small workshop and has grown into a publicly listed company through continuous innovation and participation in major national projects [2]. - The company has become a key supplier in the ultra-high voltage cable sector, leveraging its experience from participating in significant projects like the first ultra-high voltage AC transmission line in China [2][3]. - Tongda's revenue from wire and cable business has increased from 1.735 billion yuan in 2020 to 3.233 billion yuan in 2024, with a 35.49% year-on-year growth in the first half of the current year [3]. Industry Landscape - The wire and cable industry in China is expected to reach a market size of 1.35 trillion yuan by 2024, with sales revenue of large-scale enterprises projected to approach 1.5 trillion yuan by 2030 [3]. - The industry is characterized by low concentration and intense competition, leading to a trend of consolidation where less competitive companies are expected to exit the market [3]. Business Diversification - In 2015, Tongda Co. adopted a strategy to deepen its involvement in the military industry by acquiring Chengdu Hangfei, which specializes in high-precision manufacturing of aircraft components [5]. - The company has expanded its product offerings to include aluminum-based composite materials, which have a high gross margin and provide stable cash flow [6][7]. International Expansion - Since 2009, Tongda Co. has been exporting products and has maintained the top position in the Henan cable industry for over a decade [8]. - The company has formed sales teams to explore markets in Africa, South America, Europe, and Southeast Asia, with a 92.08% year-on-year increase in new overseas orders in the first half of the year [8][9]. - The global wire and cable market is projected to grow at a compound annual growth rate of 6.8%, reaching over $2.3 trillion in the next five years, driven by factors such as ultra-high voltage construction and digital infrastructure [9].

Core Viewpoint - The launch of the Ningxia-Hunan ±800 kV UHVDC project marks a significant advancement in China's renewable energy transmission capabilities, with over 36 billion kWh of electricity expected to be delivered annually, meeting the needs of over 10 million households, and more than 50% of this power coming from renewable sources [1] Industry Overview - The UHV construction boom is driving high growth in the performance of related listed companies, with the industry entering a high prosperity cycle due to the increasing demand for renewable energy transmission [1][4] - China's UHV construction capabilities are globally leading, covering the entire spectrum from original technology to complete equipment, and from engineering design to operation and maintenance [1] Company Performance - Baoding Tianwei Baobian Electric Co., Ltd. reported a revenue of 2.995 billion yuan, a year-on-year increase of 60.89%, and a net profit of 75.37 million yuan, up 230.76% [2] - Henan Tongda Cable Co., Ltd. achieved a revenue of 3.618 billion yuan, a year-on-year increase of 37.28%, and a net profit of 61.87 million yuan, up 68.42%, with significant growth in new orders across various sectors [2] - Pinggao Group Co., Ltd. reported a revenue of 5.696 billion yuan, a year-on-year increase of 12.96%, and a net profit of 666 million yuan, up 24.59%, with a notable increase in market share [3] Future Outlook - The investment in the UHV sector is expected to continue increasing in the coming years, driving high prosperity in the high-end equipment, key materials, and construction segments of the industry [5]

Core Viewpoint - The company announced the transfer of part of its equity in its wholly-owned subsidiary, Henan Tongda Hongji Technology Co., Ltd., to its controlling shareholder and actual controller, Ms. Ma Hongju, and Mr. Qu Hongpu, the director and general manager of the company [1] Summary by Relevant Sections - The company will retain 88% equity in Tongda Hongji after the transfer, while Ms. Ma Hongju will hold 10% and Mr. Qu Hongpu will hold 2% directly [1] - Following the completion of the equity transfer, Tongda Hongji has transitioned from a wholly-owned subsidiary to a controlled subsidiary of the company [1] - The necessary business registration changes have been completed, and a new business license has been obtained for Tongda Hongji [1]

一、关联交易概述 河南通达电缆股份有限公司（以下简称"公司"）于2025年4月22日召开第 六届董事会第六次会议、第六届监事会第六次会议，审议通过了《关于转让子公 司部分股权暨关联交易的议案》，公司将所持有的全资子公司河南通达宏基科技 有限公司（以下简称"通达宏基"）的部分股权转让给公司控股股东、实控人马 红菊女士、董事兼总经理曲洪普先生，其中将所持10%的股权（对应认缴出资额 1000万元，实缴出资额0元）转让给马红菊女士，将所持2%的股权（对应认缴出 资额200万元，实缴出资额0元）转让给曲洪普先生，并由马红菊女士、曲洪普先 生履行相应的实缴出资义务。本次股权转让完成后，公司持有通达宏基88%的股 权，马红菊女士直接持有通达宏基10%的股权，曲洪普先生直接持有通达宏基2% 的股权，通达宏基由公司的全资子公司变更为控股子公司。具体内容详见公司于 2025年4月24日在巨潮资讯网（http://www.cninfo.com.cn）等披露的《关于转 让子公司部分股权暨关联交易的公告》（公告编号：2025-024）。 二、关联交易进展情况 近日，通达宏基已完成相关工商变更登记手续并取得新的营业执照，通达宏 基由公 ...

Group 1 - The core viewpoint of the news is that Tongda Co., Ltd. (002560) has shown significant financial growth in its latest performance report, with a notable increase in revenue and net profit [1] - As of August 19, 2025, Tongda's stock closed at 8.29 yuan, down 0.48%, with a trading volume of 217,700 hands and a transaction amount of 180 million yuan [1] - The company's total operating revenue for the first half of 2025 reached 3.618 billion yuan, representing a year-on-year growth of 37.28%, while the net profit attributable to shareholders was 61.873 million yuan, up 68.24% year-on-year [1] Group 2 - The company has a current ratio of 1.825, a quick ratio of 1.416, and a debt-to-asset ratio of 46.49%, indicating a stable financial position [1] - Tongda Co., Ltd. was established in 2002 and is primarily engaged in the manufacturing of electrical machinery and equipment, with a registered capital of 525.73857 million yuan [1] - The company has made investments in 10 enterprises and has participated in 3,233 bidding projects, showcasing its active engagement in the market [2]

Group 1 - The company, Tongda Co., Ltd. (002560.SZ), stated on the interactive platform that it currently has no products used in the missile sector [1]

Summary of Key Points Core Viewpoint - As of August 7, 115 companies have released their semi-annual reports for 2025, with 81 reporting a year-on-year increase in net profit, while 34 reported a decline. Additionally, 78 companies saw an increase in operating revenue, and 37 experienced a decrease. A total of 68 companies reported simultaneous growth in both net profit and operating revenue, while 24 companies saw declines in both metrics. Notably, 18 companies achieved a net profit growth rate exceeding 100%, with Zhimin Da leading at a staggering 2147.93% [1]. Company Performance - Zhimin Da (688636) reported earnings per share of 0.2284, with a net profit of 38.298 million and a year-on-year increase of 2147.93%. Its operating revenue reached 294.7564 million, reflecting an 84.83% increase [1]. - Shijia Guangzi (688313) achieved a net profit of 216.6475 million, marking a year-on-year increase of 1712.00%, with operating revenue of 992.6253 million, up 121.12% [1]. - Nanji Guang (300940) reported a net profit of 72.891 million, with a year-on-year increase of 982.43%, and operating revenue of 397.5085 million, up 244.67% [1]. - Tongzhou Electronics (002052) had a net profit of 203.0714 million, a year-on-year increase of 662.77%, with operating revenue of 539.7695 million, up 606.52% [1]. - Daodaquan (002852) reported a net profit of 180.9760 million, with a year-on-year increase of 563.15%, and operating revenue of 2792.4396 million, reflecting a slight increase of 1.16% [1]. Additional Company Insights - Huakang Jieneng (301235) reported a net profit of 18.6830 million, with a year-on-year increase of 273.48%, and operating revenue of 83.49115 million, up 50.73% [1]. - Chengxing Co. (600078) had a net profit of 18.5612 million, with a year-on-year increase of 211.08%, and operating revenue of 177.61177 million, up 9.85% [1]. - Kaimeite (002549) reported a net profit of 55.8461 million, with a year-on-year increase of 199.82%, and operating revenue of 31.03616 million, up 10.52% [1]. - Dong'an Power (600178) had a net profit of 3.9212 million, with a year-on-year increase of 157.75%, and operating revenue of 247.91147 million, up 25.72% [1]. Overall Market Trends - The overall trend indicates a strong performance among the majority of companies, with a significant number achieving substantial growth in both net profit and operating revenue, reflecting a positive outlook for the market [1][2].