Core Viewpoint - Tongda Co., Ltd. utilizes futures hedging to mitigate the impact of raw material price fluctuations on production costs, primarily relying on copper and aluminum as key raw materials [1] Group 1 - The company responded to investor inquiries on November 6 regarding its approach to raw material price volatility [1] - The main raw materials for the company's products are copper and aluminum [1] - The company typically employs futures hedging strategies to smooth out the effects of raw material price fluctuations on production costs [1]

Group 1 - On November 5, Tongda Co., Ltd. executed a block trade of 880,000 shares, with a transaction amount of 7.92 million yuan, accounting for 1.66% of the total transaction volume for the day [1][2] - The transaction price was 9 yuan per share, which represents a discount of 1.42% compared to the market closing price of 9.13 yuan [1][2]

Core Viewpoint - Tongda Co., Ltd. reported a significant increase in its cumulative bid announcement amount, reaching 1.99 billion yuan, which represents an 87.11% growth compared to the same period last year [2]. Group 1 - As of the end of October, the cumulative amount of bid announcements disclosed by the company reached 1.99 billion yuan [2]. - The company’s subsidiary, Chengdu Hangfei Aviation Machinery Equipment Manufacturing Co., Ltd., has a full order book [2]. - The company's stock price is influenced by multiple factors, including macroeconomic conditions, industry cycles, industrial policies, and market expectations [2].

Key Points - The stock price of HeFu China has seen a significant short-term increase, indicating potential market sentiment overheating and irrational speculation risks [1] - Hongxing Development plans to invest 149 million yuan to establish a new high-purity thiourea project with an annual capacity of 20,000 tons [1] - Tongda Co., Ltd. is expected to win a bid for a 133 million yuan project with the State Grid [1] - Qiangrui Technology intends to acquire a 35% stake in Alubao Technology [1] - KJ Intelligent has repurchased a total of 6.6628% of its shares [1] - Hanma Technology reported cumulative vehicle sales of 10,797 units in the first ten months, representing a year-on-year increase of 45.63% [1] - Boying Special Welding plans to reduce its holdings by no more than 3% [1] - Ruijian Technology is collaborating with Tailan New Energy in the field of solid-state batteries and key materials [1] - The board member and deputy general manager of Siwei Liekong has been detained and is under investigation [1]

Core Viewpoint - The company has not made any investments in the AI sector as of now [1] Company Summary - Tongda Co., Ltd. (002560.SZ) stated on the investor interaction platform that it currently has no investments targeted at the AI field [1]

Group 1 - China Mobile's controlling shareholder, China Mobile Group, plans to transfer 41.98 million shares (0.19% of total shares) to China National Petroleum Corporation [1] - Strong瑞 Technology intends to invest 70 million yuan to acquire 35% equity in aluminum cooling technology company, which supplies components for NVIDIA AI servers [2] - Pingtan Development's stock price has increased over 100% in the last eight trading days, indicating significant abnormal trading behavior [3] Group 2 - Hezhong China warns of irrational speculation risk as its stock price has surged 61.23% over five consecutive trading days, significantly deviating from its fundamentals [4] - TCL Technology's participation in the restructuring plan of Suning Group has not been approved by creditors, leading to uncertainties in the restructuring process [5] - Huitian New Materials has signed a strategic cooperation agreement with Taiblue New Energy to collaborate in solid-state batteries and key materials [6] Group 3 - Han Jian He Shan has signed a procurement contract worth 207 million yuan with China Nuclear Industry Huaxing Construction, accounting for 26.29% of its audited revenue for 2024 [7] - Actual controller of Baihehua, Chen Lirong, mistakenly reduced his holdings by 160,000 shares but has since repurchased the same amount [8][9] - Yaxing Chemical is planning to acquire control of Tianyi Chemical through a combination of share issuance and cash payment, leading to a stock suspension [10] Group 4 - Shenghui Integration's shareholder, Suzhou Shengzhan, has terminated its plan to reduce holdings of up to 620,000 shares, having already reduced 565,500 shares [11] - North Bay Port reported a 22.73% year-on-year increase in cargo throughput in October [12] - Jiangling Motors experienced an 8.06% year-on-year increase in automobile sales in October [12]

Core Viewpoint - The company has announced a pre-bid win for a significant procurement project from the State Grid Corporation of China, which is expected to positively impact its future operations and financial performance [1]. Group 1: Project Details - The total value of the pre-bid project is approximately RMB 133 million, accounting for about 2.14% of the company's projected total revenue for 2024 [1]. - The specific items included in the bid are energy-saving wires and conventional wires, with bid prices of RMB 58.427 million and RMB 58.7295 million, respectively [1]. Group 2: Financial Impact - The anticipated procurement is expected to have a positive effect on the company's future business activities and performance [1].

Core Viewpoint - The company Tongda Co., Ltd. (002560.SZ) has announced a pre-bid win for materials valued at a total of 133 million yuan in the sixth batch of procurement by the State Grid Corporation of China for transmission and transformation projects [1] Group 1 - The total value of the pre-bid materials is 133 million yuan [1] - The public announcement of the pre-bid candidates started on November 3, 2025, with a public notice period of three days [1]

Core Viewpoint - The company Tongda Co., Ltd. (002560.SZ) has announced a pre-bid win for materials valued at 133 million yuan in the National Grid Corporation's procurement for transmission and transformation projects [1] Group 1 - The total value of the materials for which the company is a pre-bid winner is 133 million yuan [1] - The announcement is based on the public notice of the 65th batch of procurement by the National Grid Corporation for 2025 [1] - The public notice period starts on November 3, 2025, and lasts for three days [1]

格隆汇11月3日丨通达股份(002560.SZ)公布，国家电网有限公司电子商务平台于近日在"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2025年第六十五批采购(输变电项目第五次线路装置性材 料招标采购)推荐的中标候选人公示》，公示开始时间为2025年11月3日，公示期3日。据河南通达电缆 股份有限公司测算，在上述公示中公司预中标物资总价值共计人民币13,281.702510万元，约占公司2024 年度营业总收入的2.14%。 ...