每经AI快讯，大连电瓷2月6日晚间发布公告称，公司董事兼副总经理陈灵敏女士持有公司股份约30万 股（占公司总股本比例为0.0681%），计划在本减持计划公告之日起15个交易日后三个月内，以集中竞 价方式减持其持有的公司股份不超过约7.4万股（占公司总股本的0.017%）。 公司副总经理兼财务总监兼董事会秘书李军先生持有公司股份约28.12万股（占公司总股本比例为 0.0647%），计划在本减持计划公告之日起15个交易日后三个月内，以集中竞价方式减持其持有的公司 股份不超过7万股（占公司总股本的0.0161%）。 （记者 胡玲） 每经头条（nbdtoutiao）——基金经理个人炒股合法吗？我们调查了多家头部公募，答案出人意料 ...

大连电瓷(002606.SZ)公告，国家电网有限公司通过其电子商务平台发布了"国家电网有限公司2025年第 六十六批采购(特高压项目第五次材料招标采购)推荐的中标候选人公示"和"国家电网有限公司2026年输 变电项目第一次装置性材料公开招标采购推荐的中标候选人公示"。公司全资子公司大连电瓷集团输变 电材料有限公司(简称"大瓷材料")为推荐中标候选人，大瓷材料预中标金额合计约1.19亿元。 ...

大连电瓷公告，董事兼副总经理陈灵敏持股29.62万股占0.0681%，拟自公告后15个交易日后的三个月内 以集中竞价减持不超74000股占0.0170%；副总经理兼财务总监兼董事会秘书李军持股28.12万股占 0.0647%，拟同期以集中竞价减持不超70000股占0.0161%。合计拟减持不超14.4万股占0.0331%。 ...

Core Viewpoint - Dalian Electric Porcelain has been recommended as a candidate for multiple procurement projects by State Grid Corporation, indicating a significant business opportunity for the company in the high-voltage materials sector [1] Group 1: Procurement Announcements - Dalian Electric Porcelain's subsidiary, Dalian Electric Porcelain Group Transmission and Distribution Materials Co., Ltd., has been recommended as a candidate for the 2025 sixth batch procurement by State Grid Corporation for high-voltage projects [1] - The company is set to supply over 187,000 porcelain insulators with a pre-bid amount of approximately 88 million yuan [1] - For the 2026 transmission and distribution project, the company is recommended for supplying over 95,000 porcelain insulators and 43,000 composite insulators, with a total pre-bid amount of about 31 million yuan [1] Group 2: Financial Impact - The total pre-bid amount for the recommended projects is approximately 119 million yuan, which accounts for 7.95% of the company's audited operating revenue for 2024 [1]

公司副总经理兼财务总监兼董事会秘书李军先生计划在本减持计划公告之日起15个交易日后三个月内 （窗口期不得减持），以集中竞价方式减持其持有的公司股份不超过7万股（占公司总股本的 0.0161%）。 格隆汇2月6日丨大连电瓷(002606.SZ)公布，公司董事兼副总经理陈灵敏女士计划在本减持计划公告之 日起15个交易日后三个月内（窗口期不得减持），以集中竞价方式减持其持有的公司股份不超过7.4万 股（占公司总股本的0.0170%）。 ...

证券代码：002606 证券简称：大连电瓷 公告编号：2026-002 大连电瓷集团股份有限公司 关于公司董事、高级管理人员 减持计划的预披露公告 公司董事兼副总经理陈灵敏女士和公司副总经理兼财务总监兼董事会秘书李 军先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、公司董事兼副总经理陈灵敏女士持有公司股份 296,250 股（占公司总股本比例 0.0681%），计划在本减持计划公告之日起 15 个交易日后三个月内（窗口期不得减持），以 集中竞价方式减持其持有的公司股份不超过 74,000 股（占公司总股本的 0.0170%）。 2、公司副总经理兼财务总监兼董事会秘书李军先生持有公司股份 281,250 股（占公司 总股本比例 0.0647%），计划在本减持计划公告之日起 15 个交易日后三个月内（窗口期不 得减持），以集中竞价方式减持其持有的公司股份不超过 70,000 股（占公司总股本的 0.0161%）。 3、本公告中的总股本按照公司当前总股本剔除回购专用账户后的股份数量计算。 大连 ...

南财智讯2月6日电，大连电瓷公告，公司董事兼副总经理陈灵敏女士拟在本减持计划公告之日起15个交 易日后三个月内，以集中竞价方式减持不超过74,000股（占公司总股本比例不超过0.0170%）；公司副 总经理兼财务总监兼董事会秘书李军先生拟在相同期间内，以集中竞价方式减持不超过70,000股（占公 司总股本比例不超过0.0161%）。 ...

大连电瓷集团股份有限公司 关于国家电网预中标的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2026 年 2 月 5 日，国家电网有限公司通过其电子商务平台发布了"国家电网 有限公司 2025 年第六十六批采购（特高压项目第五次材料招标采购）推荐的中标 候选人公示"（以下简称"公示一"）和"国家电网有限公司 2026 年输变电项目第一 次装置性材料公开招标采购推荐的中标候选人公示"（以下简称"公示二"）。大连电 瓷集团股份有限公司（以下简称"公司"）的全资子公司大连电瓷集团输变电材料有 限公司（以下简称"大瓷材料"）为推荐中标候选人，现将有关情况提示公告如下： 一、项目概述 根据公示一，大瓷材料为国家电网有限公司 2025 年第六十六批采购（特高压 项目第五次材料招标采购）～瓷绝缘子包 1 的推荐中标候选人。根据该公示内容， 大瓷材料预中标瓷绝缘子 187,000 余片，预中标金额约 8,800 万元。 证券代码：002606 证券简称：大连电瓷 公告编号：2026-001 国家电网有限公司为原国家电网公司，成立于 2002 年 12 月 29 ...

Group 1 - On February 3, Dalian Electric Porcelain saw a stock price increase of 5.42%, with a transaction volume of 1.169 billion yuan [1] - The financing data on the same day indicated a financing purchase amount of 104 million yuan, with a net financing purchase of 21.7352 million yuan, leading to a total financing and securities balance of 223 million yuan [1] - The current financing balance of 223 million yuan accounts for 4.08% of the circulating market value, which is above the 50th percentile level over the past year, indicating a high position [1] Group 2 - As of January 20, the number of shareholders for Dalian Electric Porcelain increased to 57,500, a rise of 75.75%, while the average circulating shares per person decreased by 43.10% to 7,330 shares [2] - For the period from January to September 2025, Dalian Electric Porcelain reported an operating income of 1.101 billion yuan, reflecting a year-on-year growth of 5.98%, but the net profit attributable to shareholders decreased by 25.82% to 115 million yuan [2] - The company has distributed a total of 215 million yuan in dividends since its A-share listing, with 61.0622 million yuan distributed over the past three years [2]

Core Viewpoint - The A-share market experienced a significant downturn, but the high-voltage power transmission sector saw a remarkable surge due to three powerful driving forces: substantial investment plans, accelerated domestic substitution, and expanding overseas markets [1][3][5]. Investment Plans - The State Grid's "14th Five-Year Plan" outlines a fixed asset investment of 4 trillion yuan in the power grid sector over the next five years, representing a 40% increase from the previous period. Over 60% of this investment will be directed towards ultra-high voltage (UHV) and inter-regional transmission projects, translating to at least 2.4 trillion yuan flowing into the UHV and related industries [3][5]. Domestic Substitution - There is a clear policy directive to increase the domestic production rate of core UHV equipment from 90% to 98% by 2026, with procurement ratios for domestic equipment rising from 30% to over 50%. This shift is expected to redirect significant orders and profits from foreign manufacturers to domestic companies, benefiting leading firms in high-voltage switches, converters, and transformers [5][10]. Overseas Market Expansion - China's UHV technology is leading globally, with increasing demand for power grid upgrades and energy transitions worldwide. The "Belt and Road" initiative is facilitating the export of UHV technology, exemplified by successful projects like the Belo Monte UHV project in Brazil [6][7]. Market Performance - On February 2, the UHV sector saw a collective surge in stock prices, with companies like Electric Power Research Institute and Anke Intelligent Electric experiencing gains of 19.95% and 16.56%, respectively. Other companies in the sector also reported significant increases, with many stocks hitting their daily limit [2][10]. Industry Dynamics - The global market for large power transformers is currently facing a structural shortage, with a supply gap of 30%. The lead time for orders has extended from an average of 18 months in 2021 to over four years now, creating a favorable environment for Chinese companies with full industrial chain capabilities [7][10]. Order Growth - From the second half of 2025, several UHV equipment companies have reported significant year-on-year increases in contract amounts, indicating a strong order backlog that will support revenue growth in 2026 and 2027 [17]. Key Players - Major companies in the UHV sector include China Western Electric, which holds a dominant position in the market with over 40% share in core equipment like converters and GIS, and TBEA, recognized as a global leader in UHV transformers [15][16]. Investment Sentiment - Institutional investors, particularly social security funds, have heavily invested in key players like Anke Intelligent Electric and China Western Electric, indicating strong confidence in the sector's growth potential [10][14]. Conclusion - The convergence of substantial investment, domestic substitution policies, and international market opportunities is positioning the UHV sector for robust growth, attracting significant market interest and investment [1][3][5].