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%。 ...

Core Insights - Tongda Co., Ltd. (002560.SZ) announced that the State Grid Corporation of China has published the recommended candidates for its 2025 procurement, with a total pre-bid material value estimated at approximately RMB 132.82 million, which represents about 2.14% of the company's projected revenue for 2024 [1] Company Summary - The total value of materials for which the company is a recommended candidate in the State Grid's procurement is RMB 132.82 million [1] - This amount is significant as it constitutes 2.14% of the company's expected total revenue for the fiscal year 2024 [1] Industry Summary - The procurement process is part of the State Grid's ongoing efforts to source materials for transmission and transformation projects, indicating a continued investment in infrastructure [1]

证券代码：002560 证券简称：通达股份 公告编号：2025-079 一、预中标情况概述 二、预中标公示主要内容 上述中标公示媒体是国家电网有限公司电子商务平台，详细内容请查看国家 电网有限公司电子商务平台： 公示：https://ecp.sgcc.com.cn/ecp2.0/portal/#/doc/doci-win/251031 1374728491_2018060501171107 三、预中标对公司的影响 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》（以下简称"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（以下简称"公司"）测算，在上述公示 中公司预中标物资总 ...

Core Viewpoint - Tongda Co., Ltd. (002560) has announced a potential winning bid for materials valued at 133 million yuan from the State Grid Corporation of China, which represents approximately 2.14% of the company's projected revenue for 2024 [1] Summary by Categories Company Announcement - The company disclosed that it is listed as a recommended winning candidate in the State Grid Corporation's procurement announcement for the 65th batch of materials related to power transmission and transformation projects [1] Financial Impact - The estimated total value of the materials for which the company is pre-awarded is 133 million yuan, which is about 2.14% of the company's expected total revenue for the year 2024 [1]

Core Viewpoint - Tongda Co., Ltd. has shown significant stock performance and financial growth in 2023, with a notable increase in revenue and net profit, indicating strong operational capabilities and market positioning [1][2][3]. Financial Performance - As of September 30, 2025, Tongda Co., Ltd. achieved a revenue of 6.066 billion yuan, representing a year-on-year growth of 40.78% [2]. - The net profit attributable to shareholders reached 132 million yuan, marking an impressive year-on-year increase of 83.29% [2]. - The company's stock price has increased by 26.98% year-to-date, with a 20.11% rise over the past 20 trading days [1]. Stock Market Activity - On November 3, 2023, Tongda's stock price rose by 2.00%, reaching 8.66 yuan per share, with a trading volume of 69.755 million yuan [1]. - The company has appeared on the "龙虎榜" (Dragon and Tiger List) eight times this year, with the most recent appearance on October 17, 2023, where it recorded a net buy of -107 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 21.93% to 56,800, while the average number of circulating shares per person increased by 28.09% to 7,968 shares [2]. - New institutional shareholders include Guangfa Quantitative Multi-Factor Mixed A and other funds, indicating growing institutional interest [3]. Business Overview - Tongda Co., Ltd. specializes in the production and sales of electric cables, with its main revenue sources being aluminum products (38.62%), high-voltage cables (26.26%), and power cables (18.66%) [2]. - The company operates within the electric power equipment industry, focusing on cable components and related sectors [2].

Group 1 - The company has the capability to develop and produce electric equipment such as cables for new energy vehicles [2] - The wholly-owned subsidiary Chengdu Hangfei manufactures components for certain helicopters and drones [2] - The company clarifies that autonomous driving is a type of assisted driving technology rather than a specific product application category [2]

Core Viewpoint - The 2025 High-Quality Development Forum for Listed Companies and the 27th Golden Bull Award Ceremony were held in Nantong, Jiangsu, highlighting the achievements of outstanding listed companies and their financial executives [1][3]. Group 1: Event Overview - The Golden Bull Award, organized by China Securities Journal, has been held for 27 years since its inception in 1999, serving as an important benchmark for measuring the comprehensive strength of listed companies [3]. - The event aims to create a credible and authoritative platform for communication and brand display in China's capital market, promoting healthy development among listed companies [3]. Group 2: Awards and Recognition - This year's Golden Bull Award includes nine major categories, such as "Most Investment Value Award" and "Financial Director Award" [3]. - The "Golden Bull Financial Director Award" is awarded to financial directors of listed companies who excel in net profit cash ratio, revenue growth capability, cost control ability, and productivity improvement [3].

Core Viewpoint - Tongda Co., Ltd. is a leading manufacturer of bare overhead conductors in China, with a strong position in the production and sales of wires and cables, as well as precision processing of aviation components and aluminum-based composite materials [1] Financial Performance - In Q3 2025, Tongda achieved a revenue of 6.066 billion yuan, ranking 13th in the industry, while the industry leader, Baosheng, reported 37.65 billion yuan [2] - The net profit for the same period was 139 million yuan, placing the company 15th in the industry, with the top performer, Dongfang Cable, earning 914 million yuan [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 48.83%, an increase from 44.46% year-on-year, which is below the industry average of 54.36%, indicating lower debt pressure [3] - The gross profit margin for Q3 2025 was 7.55%, down from 8.24% year-on-year, and also below the industry average of 13.49%, suggesting a need for improvement in profitability [3] Executive Compensation - The chairman, Ma Hongju, received a salary of 373,100 yuan in 2024, an increase of 103,100 yuan from 2023 [4] - The general manager, Qu Hongpu, also received a salary of 373,100 yuan in 2024, reflecting the same increase as the chairman [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 21.93% to 56,800, while the average number of shares held per shareholder increased by 28.09% to 7,968.61 shares [5] Business Highlights - In H1 2025, the company reported a revenue growth of 68.24%, driven by a significant increase in cable orders and a rapid recovery in the gross margin of aviation mechanical processing [6] - The cable business saw a revenue increase of 35.49%, while the precision processing and assembly of aircraft components grew by 43.51% [6] - New orders for the cable business surged by 80.17%, with notable increases in various segments, including a 132.84% rise in two-network business orders [6] Future Projections - Forecasts for 2025-2027 indicate revenues of 8.118 billion, 9.315 billion, and 10.12 billion yuan, with net profits of 162 million, 215 million, and 256 million yuan respectively [6] - Another forecast estimates revenues of 6.957 billion, 7.704 billion, and 8.321 billion yuan for the same period, with net profits of 119 million, 152 million, and 188 million yuan [7]