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"） ...

Market Overview - The A-share market experienced a narrow fluctuation on May 19, with the Shanghai Composite Index closing flat, the Shenzhen Component Index down 0.08%, and the ChiNext Index down 0.33% [2][3] - Over 3,500 stocks in the market rose, with more than 100 stocks increasing by over 9% [5] Sector Performance - The chemical fiber sector showed strength, while the port shipping, real estate, and food processing manufacturing sectors had notable gains. Conversely, the robotics, liquor, small metals, and chemical pharmaceuticals sectors faced declines [5] - M&A concept stocks surged against the trend, with nearly 20 stocks, including Jinlihua Electric and Jiangtian Chemical, hitting the daily limit [6] Capital Flow - Main capital inflows were observed in the real estate, aerospace, and food and beverage sectors, while there were outflows from the automotive, consumer electronics, and internet services sectors [7] - Specific stocks such as Jincai Hulian, Midea Group, and Zhaoyi Innovation saw net inflows of 427 million, 379 million, and 351 million respectively [8] - In contrast, Hongbaoli, BYD, and Tongda Co. experienced net outflows of 817 million, 554 million, and 383 million respectively [9] Institutional Insights - Huatai Securities noted that the A-share market is in a weak stabilization phase of the inventory cycle, with continued capacity clearance. The market is expected to be in a state of "top and bottom" [10] - Zhongtai Securities highlighted the dividend attributes of bank stocks, recommending attention to major banks and quality city commercial banks due to improved cost-effectiveness of high dividends [10] - Huajin Securities emphasized that liquidity is loose and policies are proactive, suggesting a sustained strong oscillation in the A-share market [11]

Market Overview - On May 19, the non-ferrous aluminum sector experienced a localized rally, with companies such as Jiaozuo Wanfang hitting the daily limit, and others like Electric Power Investment Energy, Minfa Aluminum, Ningbo Fubang, Yiqiu Resources, and Tianshan Aluminum showing strong performance during the trading session [1] Company Highlights - Guangzhi Technology (300489.SZ) has turned a profit, specializing in high-performance aluminum alloy materials and machining components, with applications in nuclear power, aerospace, electronics, and rail transportation [2] - Jiaozuo Wanfang (000612.SZ) is a key electrolytic aluminum enterprise in Henan, utilizing large pre-baked electrolytic cell technology, with an annual electrolytic aluminum production capacity of 420,000 tons [2] - Electric Power Investment Energy (002128.SZ) is a leading electrolytic aluminum producer with a coal-electric-aluminum industry chain, operating an 860,000-ton electrolytic aluminum production line [2] - Meilixin (301307.SZ) has reported a loss, focusing on precision die-casting aluminum alloy components for communication base stations, and is recognized as a competitive player in this field [3] Industry Events - The aluminum oxide futures market saw a significant increase, with the main contract rising over 5% on May 19, following a production halt notification issued for a major mining project in Guinea, which could significantly impact aluminum ore supply [4] - The Axis mine, operated by Shunda Mining, Water Power No. 11 Bureau, and Gaoding International, is projected to produce 23.2 million tons of bauxite in 2024, with a planned output of 38-40 million tons in 2025. A shutdown could reduce supply by approximately 8 million tons compared to 2024 [5] - The concentration of mining operations in specific regions may lead to a reevaluation of ore prices, with potential price levels between $70 and $75 per ton, affecting domestic production costs [5] - Domestic spot prices remain firm due to tight supply in northern markets and production capacity issues at a major enterprise, with ongoing monitoring required for the sustainability of transactions following price increases [5]

4月24日公司发布的一季报数据显示，一季度公司共实现营业总收入14.74亿元，同比增长39.36%，实现 净利润0.16亿元，同比增长9.87%。（数据宝） 通达股份盘中涨停，已连收3个涨停板，截至9:25，该股报10.00元，换手率1.68%，成交量760.49万股， 成交金额7604.91万元，涨停板封单金额为2.27亿元。连续涨停期间，该股累计上涨33.16%，累计换手 率为55.13%。最新A股总市值达52.57亿元，A股流通市值45.29亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.16 | 10.05 | 24.24 | 1488.92 | | 2025.05.15 | 9.99 | 29.21 | 28018.08 | | 2025.05.14 | -1.18 | 18.79 | -2786.07 | | 2025.05.13 | 0.26 | 21.21 | 263.19 | | 2025.05.12 | 2.16 | 27.22 | 4602.55 | | 202 ...

Group 1: Stock Trading Anomalies - Chengfei Integration reported severe abnormal stock fluctuations, indicating a potential market sentiment overheating, with 96.91% of revenue from automotive parts and tooling, and only 1.74% from aerospace components [3] - Lijun Co. noted short-term market sentiment overheating in its stock, attributed to increased attention on military aircraft-related stocks due to geopolitical changes [4][5] - Yuzhong A stated that its stock has seen significant short-term gains, but there have been no major changes in its operational environment [8] Group 2: Risk Warnings and Suspensions - Zitian Technology received a delisting risk warning due to false financial reporting, with a deadline for rectification that was not met, leading to a potential delisting [6] - ST Mingjia announced the removal of its delisting risk warning but will continue to face other risk warnings, with a temporary suspension of trading [7] - ST Shengda's stock will be suspended for one day before resuming trading after the removal of other risk warnings [11] Group 3: Mergers and Acquisitions - Guangyang Co. is planning to acquire 100% of Ningbo Yinqiu Technology, leading to a suspension of its stock trading [9] - Electric Power Investment is also planning to acquire shares in Baiyin Hua Coal Power, with its stock set to resume trading [10] Group 4: Shareholder Reductions - Ruiling Co.'s controlling shareholder plans to reduce its stake by up to 3%, with specific figures provided for individual executives [13] - New Meixing's controlling shareholder intends to reduce its stake by up to 3% as well [14] - Yujian Intelligent's actual controllers plan to collectively reduce their stake by up to 2.99% [15] Group 5: Major Contracts - Qunxing Toys announced a 113 million yuan contract with Tencent for providing computing power services [23]

证券代码：002560 证券简称：通达股份 公告编号：2025-034 河南通达电缆股份有限公司 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 河南通达电缆股份有限公司（以下简称"公司"）股票（证券简称：通达股 份，证券代码：002560）连续 2 个交易日（2025 年 5 月 15 日、2025 年 5 月 16 日）收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的相 关规定，属于股票交易异常波动的情况。 卖公司股票的情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关规 定应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生较大影响的 信息；公司前期披露的信息不存在需要更正、补充之处。 四、风险提示 和巨潮资讯网（www.cninfo.com.cn）为公司选定的信息披露媒体，公司所有信 息均以在 ...

2连板通达股份：公司不存在违反公平信息披露的情形 智通财经5月18日电，通达股份(002560.SZ)发布股票交易异常波动公告称，公司近期生产经营情况正 常，内外部经营环境未发生重大变化。经自查，公司不存在违反公平信息披露的情形。 ...