证券代码：002560 证券简称：通达股份 公告编号：2025-066 公司于近日收到史万福先生的《股份减持进展告知函》，史万福先生于 2025 年 10 月 17 日通过集中竞价交易方式减持公司股份 5,257,385 股，占公司总股本 的 1%。本次权益变动后，史万福先生及一致行动人合计持股数量为 112,361,211 股，持股比例由 22.37%下降至 21.37%。 | 1、基本情况 | | | | | | | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | | 史万福 | | | | | 住所 | 河南省洛阳市****** | | | | | | 权益变动时间 2025 | 年 10 月 17 | 日 | | | | | 权益变动过程 | 2025年10 月17 日，史万福先生通过集中竞价交易方式减持公司股份 股。减持后，史万福先生及一致行动人合计持股数量为 112,361,211 | | 1%的整数倍。 | | 5,257,385 股，持股比 | | 例由 | 22.37%下降至 | 21.37%，触及 | | | | | | 本次减持严格按照已披 ...

Core Viewpoint - The controlling shareholder and actual controller of Tongda Co., Ltd., Shi Wanfu, has initiated a share reduction plan, having already reduced his holdings by 1% of the total share capital, with further reductions planned in the future [1] Group 1 - Shi Wanfu planned to reduce his holdings by up to 15,714,982 shares, which represents 3% of the total share capital, between August 27 and November 26, 2025 [1] - On October 17, Shi Wanfu executed a reduction of 5,257,385 shares, accounting for 1% of the total share capital [1] - Following this transaction, Shi Wanfu and his concerted parties' total holdings decreased to 112,361,211 shares, reducing their ownership percentage from 22.37% to 21.37% [1]

Core Viewpoint - The controlling shareholder and actual controller of Tongda Co., Ltd., Shi Wanfu, reduced his shareholding by 5.2574 million shares, accounting for 1% of the company's total share capital, resulting in a decrease in his and his concerted parties' combined shareholding from 22.37% to 21.37% [1] Summary by Relevant Sections - Shareholding Reduction - Shi Wanfu executed the share reduction through centralized bidding on October 17, 2025 [1] - This reduction is part of a previously disclosed plan to reduce holdings by up to 3.00%, equivalent to 15,714,982 shares [1] - As of now, the reduction plan has not been fully implemented [1]

Group 1 - The core viewpoint of the news is that Tongda Co., Ltd. has experienced fluctuations in its stock price and trading volume, with a recent decline of 2.01% and a total market capitalization of 4.348 billion yuan [1] - As of October 22, 2023, Tongda Co., Ltd. has seen a year-to-date stock price increase of 21.26%, with a slight increase of 0.12% over the last five trading days and a 11.16% increase over the last 20 days, while experiencing a decline of 7.70% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on October 17, 2023, showing a net buy of -107 million yuan on that day [1] Group 2 - Tongda Co., Ltd. is located in Yanshi City, Henan Province, and was established on March 26, 2002, with its stock listed on March 3, 2011. The company specializes in the production and sales of electric wires and cables, precision processing and assembly of aviation components, and aluminum-based composite new materials [2] - The main business revenue composition includes: aluminum plate and strip products (38.62%), ultra-high voltage and high voltage cables (26.26%), power cables (18.66%), trade goods (12.26%), mechanical processing products (2.71%), other sales (0.64%), new energy cables (0.43%), high-end equipment cables (0.39%), and rental income (0.03%) [2] - As of June 30, 2023, the number of shareholders of Tongda Co., Ltd. was 72,800, an increase of 55.58% compared to the previous period, with an average of 6,220 circulating shares per person, a decrease of 35.72% [2] - For the first half of 2023, Tongda Co., Ltd. achieved an operating income of 3.618 billion yuan, a year-on-year increase of 37.28%, and a net profit attributable to the parent company of 61.873 million yuan, a year-on-year increase of 68.24% [2] Group 3 - Since its A-share listing, Tongda Co., Ltd. has distributed a total of 256 million yuan in dividends, with 52.383 million yuan distributed in the last three years [3]

Core Insights - The overhead transmission line industry in China has developed a vast AC and DC transmission network with voltage levels exceeding 1000kV over nearly 40 years of rapid construction, playing a crucial role in efficiently delivering electricity from generation to consumption points, thus ensuring social stability and normal operations [1][15] - The market size of the overhead line industry in China is projected to grow from 52.167 billion yuan in 2021 to 64.2 billion yuan in 2024, with a compound annual growth rate (CAGR) of 7.16%. By 2025, the market size is expected to reach 68.38 billion yuan, driven by the acceleration of new power system construction and the deepening of cross-regional transmission strategies [1][15][16] Industry Overview - The overhead line industry is essential for power transmission, with overhead conductors made from conductive metals like aluminum and copper, designed to prevent current leakage and environmental damage [6][14] - The industry has evolved from producing simple bare conductors to high-performance products that meet the demands of modern high-voltage transmission systems, particularly in response to national strategies like "West-to-East Power Transmission" [9][14] Market Dynamics - The demand for overhead conductors is being driven by increasing electricity consumption, which rose from 63,077 billion kWh in 2017 to 98,521 billion kWh in 2024, reflecting a CAGR of 6.58% [14][15] - The ongoing transformation of the energy structure and upgrades to the power grid, including the construction of ultra-high voltage backbone networks and the integration of renewable energy, are directly boosting the market demand for high-conductivity, high-strength, and corrosion-resistant overhead conductors [1][15] Industry Chain - The overhead line industry chain consists of upstream raw materials (aluminum, copper, alloys, insulation materials), midstream manufacturing, and downstream applications in urban, industrial, and rural electricity supply [11][12] Key Players - Major companies in the overhead line industry include Huadong Cable Group, Xinya Cable, Jinbei Electric, Hengtong Optic-Electric, and others, which are competing based on technology, product quality, and service capabilities [2][16] Development Trends - The industry is moving towards smart grid integration, with a focus on real-time monitoring and predictive maintenance to enhance operational reliability and reduce outages [18] - Environmental sustainability is becoming a priority, with efforts to develop low-energy, recyclable materials and optimize manufacturing processes to minimize carbon footprints [19] - High performance is a critical requirement, with future products expected to enhance conductivity and mechanical strength while ensuring durability against extreme weather conditions [20]

Market Overview - As of October 20, the Shanghai Composite Index closed at 3863.89 points, up 24.14 points, with a gain of 0.63% [1] - The Shenzhen Component Index closed at 12813.21 points, up 124.27 points, with a gain of 0.98% [1] - The ChiNext Index closed at 2993.45 points, up 58.09 points, with a gain of 1.98% [1] Stock Performance - A total of 53 A-shares had a turnover rate exceeding 20%, with C Dao Sheng reaching over 50% [1] - C Dao Sheng's closing price was 25.96 yuan, with a turnover rate of 57.83% and a decline of 12.53% [1] - Matrix Co. closed at 26.65 yuan, with a turnover rate of 43.42% and an increase of 2.38% [1] - Yunhan Chip City closed at 164.31 yuan, with a turnover rate of 39.89% and a decrease of 1.02% [1] - Other notable stocks include: - Haichuang Ruitong: 54.38 yuan, 37.40% turnover, 0.15% increase [1] - Jianfa Zhixin: 29.30 yuan, 36.97% turnover, 4.46% increase [1] - Feiwo Technology: 45.78 yuan, 34.92% turnover, 20.00% increase [1] Additional Notable Stocks - Chuling Information: 25.98 yuan, 33.92% turnover, 12.42% increase [1] - Changjiang Nengke: 17.56 yuan, 32.65% turnover, 5.03% decrease [1] - Huifeng Diamond: 39.32 yuan, 32.03% turnover, 29.98% increase [1] - Lanfeng Biochemical: 8.05 yuan, 31.49% turnover, 4.62% decrease [1] - Shandong Molong: 7.04 yuan, 30.78% turnover, 3.83% increase [1]

Core Insights - On October 17, a total of 39 stocks were involved in institutional trading, with 17 stocks showing net buying and 22 stocks showing net selling [1] Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Tianji Co., Ltd. with a net buying amount of 209 million yuan - Tongda Co., Ltd. with a net buying amount of 69.78 million yuan - Asia-Pacific Pharmaceutical with a net buying amount of 57.79 million yuan [1][2] Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Invech with a net outflow of 511 million yuan - ZTE Corporation with a net outflow of 251 million yuan - Daosheng Tianhe with a net outflow of 184 million yuan [1][4]

Group 1 - The stock of Tongda Co., Ltd. experienced a decline of 7.37% today, with a turnover rate of 34.46% and a trading volume of 1.339 billion yuan, indicating significant market activity [1] - Institutional investors net bought 69.776 million yuan, while brokerage seats collectively net sold 176 million yuan, reflecting mixed investor sentiment [1] - The stock has been listed on the Dragon and Tiger list 8 times in the past six months, with an average price drop of 1.90% the day after being listed and an average decline of 7.09% over the following five days [2] Group 2 - The main capital flow for the stock today showed a net outflow of 115 million yuan, with a significant outflow of 140 million yuan from large orders, while smaller orders saw a net inflow of 24.904 million yuan [2] - The top five trading departments accounted for a total transaction volume of 381 million yuan, with a net selling amount of 107 million yuan [1] - Specific trading details reveal that institutional specialized seats were prominent in buying, with the top buying seat acquiring 41.6492 million yuan and the second seat acquiring 28.4809 million yuan [2]

Market Overview - On October 17, the Shanghai Composite Index fell by 1.95%, the Shenzhen Component Index dropped by 3.04%, and the ChiNext Index decreased by 3.36% with a total market turnover of 1.95 trillion yuan, an increase of 57 billion yuan compared to the previous trading day [1] - The precious metals, gas, and airport shipping sectors performed relatively well, while the electric grid, photovoltaic, wind power, and controllable nuclear fusion sectors saw declines [1] Stock Performance - Notable stocks included Wenbisen, which rose by 20.00% to 20.10 yuan, and Haixia Innovation, which increased by 19.96% to 5.83 yuan [2] - Other significant gainers included Yabank Health (+10.11%), Zhujiang Piano (+10.11%), and Pingtan Development (+10.09%) [2][3] - The top three net purchases on the day were Dongxin Peace (364 million yuan), Tianji Shares (180 million yuan), and Pingtan Development (156 million yuan) [5] Sector Highlights - The storage chip concept remained active, with Hefei Urban Construction achieving six boards in ten days, and Sanfu Shares recording three consecutive boards [3] - Silver Nonferrous, benefiting from both precious metals and controllable nuclear fusion concepts, achieved five boards in seven days [3] Institutional Activity - The top three net selling stocks were Yingweike (-843 million yuan), Zhongxing Communications (-420 million yuan), and Shijia Photon (-176 million yuan) [6] - Institutional net buying was led by Tianji Shares (209 million yuan), Yunhan Chip City (104 million yuan), and Sanlian Forging (102 million yuan) [7] Company-Specific Insights - Dongxin Peace is involved in eSIM and BSIM technologies, with a focus on digital identity and IoT management, having received GSMA security certification [9] - Pingtan Development is engaged in cross-strait development and forestry, with a focus on green materials and rural revitalization [10][13] - Chenxin Pharmaceutical focuses on innovative drugs and special medical foods, with a strong emphasis on R&D and a commitment to maintaining over 8% of revenue in R&D investment [14][15][16]

Group 1 - The core point of the news is that 32 stocks were listed on the institutional trading leaderboard, with 14 experiencing net buying and 18 facing net selling [1] - The top three stocks with the highest net buying by institutions were Tianji Co., Ltd. (2.42 billion), Asia-Pacific Pharmaceutical (93.93 million), and Tongda Co., Ltd. (69.77 million) [1][2] - Tianji Co., Ltd. saw a net buying of 2.42 billion from five institutions, with a stock price increase of 5.96% [2] Group 2 - The company is expected to maintain full production at its lithium hexafluorophosphate factory in the second half of the year [2] - The company operates as a comprehensive production base for various non-ferrous metals, with an annual production capacity of 500 tons of silver and 15 tons of gold [2] - The current surge in gold prices, reaching 4,330 USD per ounce, is expected to positively impact gold stocks, which typically show significant elasticity in response to rising gold prices [2] Group 3 - The company under the control of the Pingtan State-owned Assets Supervision and Administration Commission is the only listed company in Pingtan [3] - Pingtan Development is the only private enterprise listed in A-shares registered in Pingtan Island, owning 900,000 acres of forest land and benefiting from forestry carbon trading development [3]