中信证券股份有限公司 （二）保荐代表人：王建文、谢锐楷 （三）协办人：谢锐楷 （四）培训时间：2025 年 12 月 29 日 （五）培训地点：公司会议室 （六）培训人员：缪政颖、邱志飞、谢锐楷 （七）培训对象：公司董事、高级管理人员及部分中层管理人员 2025 年持续督导培训情况报告 深圳证券交易所： 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为温州意华接插件股份 有限公司（以下简称"意华股份"、"公司"）向特定对象发行 A 股股票的保荐人，根据 《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所上市 公司自律监管指引第 1 号——主板上市公司规范运作》等有关法律法规和规范性文件的 要求，对公司进行了 2025 年度持续督导培训，报告如下： 一、本次持续督导培训的基本情况 （一）保荐机构：中信证券股份有限公司 （八）培训内容：根据中国证券监督管理委员会、深圳证券交易所发布的法规、指 引、通知、办法等相关规定，对《上市公司治理准则》修订情况、上市公司重大资产重 组新规要点、募集资金运用、股份减持及内幕交易监管等进行培训。本次持续督导培训 总体上提高了公司董事、高级管 ...

Group 1 - The core point of the article is that Yihua Co., Ltd. (002897) has responded to investor inquiries, indicating that the number of shareholders is expected to reach 29,161 by December 31, 2025 [1]

Core Viewpoint - The high-speed copper cable market is experiencing rapid expansion driven by the increasing demand for high data rates and low latency transmission, particularly in AI servers and data centers, with significant growth projected through 2026 [1][7]. High-Speed Copper Cable Industry Definition and Classification - High-speed copper cables utilize copper as a conductor to achieve ultra-high data rates (e.g., 400Gbps, 800Gbps, and 1.6Tbps) over short distances (typically less than 10 meters) [1][2]. - The industry is categorized into three main types: passive copper cables (DAC), active copper cables (ACC), and active electrical cables (AEC), with AEC showing greater potential for AI applications due to enhanced signal quality and longer transmission distances [2]. High-Speed Copper Cable Industry Development Status - The global high-speed communication cable market is expected to reach approximately $400 million by 2025, with the high-speed copper cable segment accounting for $190 million (47.5%) [1][7]. - By 2026, the market is projected to grow to $580 million, with high-speed copper cables estimated at $270 million (46.55%) [1][7]. High-Speed Copper Cable Industry Supply Chain - The upstream supply chain includes raw materials such as copper, plating materials, and insulation materials, while the midstream consists of manufacturers of high-speed copper cables, and the downstream involves connector manufacturers serving various applications [8]. High-Speed Copper Cable Industry Development Environment - Related Policies - The rapid development of digital communication and digitization has led to strong demand for high-speed copper cables, supported by government policies aimed at technological upgrades and market expansion [8]. High-Speed Copper Cable Industry Competitive Landscape - The global high-speed copper cable market is highly concentrated, with the top five companies holding 86.8% of the market share [11]. - Major domestic players include Zhaolong Interconnect, Xinya Electronics, and Wolong Materials, with Wolong Materials holding a 24.9% market share, ranking second globally [11][12]. High-Speed Copper Cable Industry Development Trends - The demand for high-speed copper cables is expected to grow due to the rise of cloud computing, big data, and AI technologies, necessitating higher capacity and reliability in data transmission [14]. - Technological innovation will drive the industry forward, with domestic companies increasing R&D investments to enhance cable performance and potentially lead in the global market [14].

Group 1 - The communication equipment sector increased by 0.48% on December 30, with DingTong Technology leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index closed at 13604.07, up by 0.49% [1] - Notable gainers in the communication equipment sector included DingTong Technology, which rose by 10.28% to a closing price of 129.61, and Dongfang Communication, which increased by 10.03% to 16.89 [1] Group 2 - The communication equipment sector experienced a net outflow of 2.781 billion yuan from institutional investors, while retail investors saw a net inflow of 2.513 billion yuan [2] - The top individual stock performers in terms of net inflow included Tianfu Communication with a net inflow of 3.55 million yuan from institutional investors [3] - DingTong Technology had a net inflow of 79.2142 million yuan from institutional investors, despite a net outflow from retail investors [3]

Group 1 - The core viewpoint of the news is that Yihua Co., Ltd. has seen a significant increase in its stock price, rising by 5.31% to 51.80 yuan per share, with a total market capitalization of 10.043 billion yuan [1] - Yihua Co., Ltd. specializes in the research, production, and sales of connectors and their components, primarily focusing on communication products, with revenue contributions from solar brackets (57.83%), communication connectors (19.74%), and other products [1] Group 2 - From the perspective of fund holdings, Yihua Co., Ltd. is a significant investment for the Xinyi Multi-Strategy Mixed Fund, which holds 179,500 shares, accounting for 4.2% of the fund's net value, making it the fifth-largest holding [2] - The Xinyi Multi-Strategy Mixed Fund has achieved a year-to-date return of 35.08% and a one-year return of 32.02%, ranking 2573 out of 8159 and 2675 out of 8147 in its category, respectively [2]

证券日报网讯12月25日，意华股份（002897）在互动平台回答投资者提问时表示，截至2025年12月19 日，公司股东人数为29244户。 ...

格隆汇12月24日丨意华股份(002897.SZ)在互动平台表示，公司在研究跟踪1.6T光模块的技术发展，目前 暂无1.6T光模块产品。 ...

江信瑞福A（002630）基金经理为高鹏飞。 截至发稿，高鹏飞累计任职时间5年59天，现任基金资产总规模1914.06万元，任职期间最佳基金回报 23.47%， 任职期间最差基金回报14.6%。 12月22日，意华股份涨5.02%，截至发稿，报48.10元/股，成交2.63亿元，换手率3.03%，总市值93.26亿 元。 资料显示，温州意华接插件股份有限公司位于浙江省温州市乐清市翁垟街道意华科技园华星路2号，成 立日期1995年12月23日，上市日期2017年9月7日，公司主营业务涉及以通讯为主的连接器及其组件产品 研发、生产和销售。主营业务收入构成为：太阳能支架57.83%，通讯连接器产品19.74%，其他连接器 及组件产品13.56%，消费电子连接器产品6.58%，其他(补充)2.29%。 从基金十大重仓股角度 数据显示，江信基金旗下1只基金重仓意华股份。江信瑞福A（002630）三季度持有股数400股，占基金 净值比例为1.68%，位居第七大重仓股。根据测算，今日浮盈赚取约920元。 江信瑞福A（002630）成立日期2017年2月17日，最新规模52.24万。今年以来收益8.97%，同类排名 5896 ...

证券日报网讯12月15日，意华股份（002897）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东人数为29570户。 ...

南财智讯12月12日电，意华股份公告，公司近日与中国光大银行股份有限公司温州乐清支行签订了《最 高额保证合同》，为全资子公司乐清意华新能源科技有限公司向该行申请的综合授信提供担保，担保金 额为人民币9000.00万元，担保方式为连带责任保证，保证期间为主合同项下的债务履行期限届满之日 起三年。本次担保事项在公司股东大会审议通过的不超过200000万元的担保额度范围内，旨在支持子公 司的日常经营和业务发展需要。截至公告日，公司实际履行的担保额度为157450万元，占公司最近一期 经审计净资产的64.81%。公司及控股子公司无逾期对外担保情况。 ...