证券代码：300265 证券简称：通光线缆 编号：2026-006 江苏通光电子线缆股份有限公司 关于控股股东减持股份触及 1%整数倍的公告 | 变动方向 上升□ 下降 | | 一致行动人 | | 有□ 无 | | --- | --- | --- | --- | --- | | 是否为第一大股东或实际控制人 | | | 是 否□ | | | 2.本次权益变动情况 | | | | | | 股份种类 | 减持股数（股） | | | 占总股本比例(%) | | A股 | 3,197,100 | | | 0.6837 | | 合计 | 3,197,100 | | | 0.6837 | | | 通过证券交易所的集中交易 | | | | | 本次权益变动方式（可多选） | 通过证券交易所的大宗交易 | | | | | 其他 | | | □（请注明） | | | 3.本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | | | | 本次变动前持有股份 | | 本次变动后持有股份 | | 股份性质 | 股数(股) | 占总股本比例 | 股数(股) | 占总股本比例 | | | | (%) ...

江苏通光电子线缆股份有限公司 关于控股股东减持股份触及 1%整数倍的公告 本公司控股股东通光集团有限公司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。 江苏通光电子线缆股份有限公司（以下简称"公司"）于2026年2月26日披 露了《关于控股股东及部分董事减持股份预披露公告》（公告编号：2026-003）， 公司控股股东通光集团有限公司（以下简称"通光集团"）计划自减持计划公告 之日起15个交易日后的3个月内（即2026年3月20日至2026年6月19日）以集中竞 价和大宗交易方式减持本公司股份不超过14,028,000股。 公司于近日收到通光集团出具的《关于股东权益变动触及1%整数倍的告知 函》，通光集团于2026年3月23日至2026年3月24日通过集中竞价交易方式累计减 持公司股份2,931,000股，占公司总股本的0.6268%。本次权益变动后，通光集团 持有公司股份比例由39.0995%减少至38.4727%，并触及1%的整数倍。现将有关情 况公告如下： 证券代码：300265 证券简称：通光线缆 ...

一、股票交易异常波动的具体情况 江苏通光电子线缆股份有限公司（以下简称"公司"）股票交易连续2个交易 日内（2026年3月4日、2026年3月5日）日收盘价格涨幅偏离值累计达到30%，根 据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 证券代码：300265 证券简称：通光线缆 编号：2026-004 江苏通光电子线缆股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 二、公司关注及核实情况的说明 针对公司股票交易异常波动的情况，公司董事会通过通讯及现场问询等方式， 对公司、控股股东及实际控制人、公司全体董事及高级管理人员就相关问题进行 了核实，现将有关情况说明如下： 1、公司未发现前期披露的信息存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 3、公司目前的经营情况及内外部经营环境未发生重大变化。 4、经核查，公司、控股股东和实际控制人不存在关于公司的应披露而未披 露的重大事项，或处于筹划阶段的重大事项。 5、经核查，公司控股股东、实际控 ...

Market Overview - A-shares experienced a collective decline on March 4, with the Shanghai Composite Index down by 0.98%, the Shenzhen Component Index down by 0.75%, and the ChiNext Index down by 1.41% [3][4] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion yuan, a decrease of 763.7 billion yuan compared to the previous day [8] Sector Performance - The electric grid equipment sector showed strong performance, with stocks such as Canaan Intelligent, Tongguang Cable, and Ankao Zhidian hitting the daily limit, each rising by 20% [5][6] - Conversely, the port and shipping sector faced significant adjustments, with China National Offshore Oil Corporation's stock dropping over 16%, and several other stocks in this sector hitting the daily limit down [7] Capital Flow - Main capital inflows were observed in the electric power equipment, electronics, and national defense sectors, while there were outflows from transportation, non-bank financials, and banking sectors [8] - Specific stocks like Intercontinental Oil and Gas, Baiwei Storage, and Jiangbolong saw net inflows of 4.687 billion yuan, 3.314 billion yuan, and 2.226 billion yuan respectively [8] Institutional Insights - Guojin Securities noted that the current oil market is driven by geopolitical risks, predicting continued high volatility [10] - Citic Securities indicated that rising tensions in the Middle East could catalyze an unexpected increase in aluminum prices [11] - Galaxy Securities emphasized the importance of focusing on high-quality pig farming enterprises with significant changes in marginal costs and good funding conditions [12]

Core Viewpoint - Tongguang Cable (300265.SZ) announced a share reduction plan by its controlling shareholder, Tongguang Group, and some directors, which is expected to have limited impact on the company's governance and operations [1][2]. Group 1: Share Reduction Plan - Tongguang Group plans to reduce its holdings by up to 14,028,000 shares, representing no more than 3% of the total share capital, within three months from March 20, 2026, to June 19, 2026 [1]. - The reduction will occur through two methods: a maximum of 4,676,000 shares via centralized bidding (up to 1% of total share capital) and a maximum of 9,352,000 shares through block trading (up to 2% of total share capital) [1]. - Chairman and General Manager Zhang Zhong plans to reduce his holdings by up to 98,300 shares (0.0210% of total share capital) during the same period [2]. Group 2: Financial Implications - Based on the closing price of 18.30 CNY per share, Tongguang Group's planned reduction could yield approximately 257 million CNY [2]. - The company successfully raised approximately 780 million CNY through a specific issuance of 93,301,435 shares at a price of 8.36 CNY per share, with a net amount of approximately 769 million CNY after deducting issuance costs [3]. - The raised funds have been managed in a dedicated account, and the situation has been verified by an accounting firm [3].

Group 1 - The controlling shareholder, Tongguang Group, plans to reduce its stake in Tongguang Cable by up to 14,028,000 shares, representing no more than 3% of the total share capital, within three months from March 20, 2026, to June 19, 2026 [1] - The planned reduction includes a maximum of 4,676,000 shares through centralized bidding and 9,352,000 shares through block trading [1] - Based on the closing price of 18.30 yuan per share, the total cashing out from this reduction is approximately 257 million yuan [1] Group 2 - Chairman and General Manager Zhang Zhong plans to reduce his stake by up to 98,300 shares, which is no more than 0.0210% of the total share capital, also within the same three-month period [1] - Zhang Zhong is not the controlling shareholder or actual controller, and this reduction is considered a normal behavior that will not lead to a change in company control or significantly impact governance and ongoing operations [2] - The company raised approximately 780 million yuan through a specific issuance of shares, with a net amount of about 769 million yuan after deducting related issuance costs [2]

Core Viewpoint - Tongguang Cable (300265.SZ) experienced a decline of 5.36%, trading at 17.32 yuan, with a current market capitalization of 8.1 billion yuan [1] Group 1: Shareholder Actions - The controlling shareholder, Tongguang Group, holds 183 million shares, accounting for 39.0995% of the total shares, and plans to reduce its holdings by up to 14.028 million shares, representing 3%, between March 20, 2026, and June 19, 2026 [1] - Chairman and General Manager Zhang Zhong holds 393,500 shares, which is 0.0842% of the total shares, and intends to reduce his holdings by up to 98,300 shares, equivalent to 0.0210% during the same period [1]

Key Points - Roman Co., Ltd. has a relatively small business scale and market share due to the short establishment time of its subsidiary, Wutong High-tech [1] - Filihua expects that the revenue from its quartz electronic cloth business will account for approximately 5% of the company's total revenue by 2025 [1] - Neusoft Carrier's subsidiary plans to invest in the construction of a national new energy storage innovation center in Foshan Nanhai [1] - ST Dali has signed a contract worth 88.879 million yuan [1] - Huaming Equipment anticipates a net profit growth of 15.54% year-on-year in 2025 and plans to distribute 2.1 yuan per 10 shares [1] - Aokema intends to acquire 45% equity in a smart industry company for 253 million yuan [1] - Guangzhou Restaurant has repurchased 1.11% of its shares [1] - Founder Technology plans to reduce its shareholding by no more than 3% [1] - Mind Electronics intends to raise no more than 1 billion yuan through a private placement [1] - ST Huawen has been accepted for reorganization by the court, and its stock will be subject to delisting risk warnings [1]

Core Viewpoint - Tongguang Cable announced a share reduction plan by its controlling shareholder, Tongguang Group, and its chairman Zhang Zhong, which will not affect the company's governance structure or control [2][3]. Group 1: Share Reduction Details - Tongguang Group plans to reduce its holdings by up to 14.028 million shares, accounting for no more than 3% of the total share capital, within three months from March 20 to June 19, 2026 [2]. - Chairman Zhang Zhong intends to reduce his holdings by up to 98,300 shares, representing 0.021% of the total share capital [2]. - The total planned reduction by both shareholders amounts to a maximum of 3.021% of the company's total shares [2]. Group 2: Historical Context - The last share reduction by Tongguang Group occurred in 2020, when it reduced its holdings by 3.42 million shares [3]. - Zhang Zhong has not executed any share reductions since the company's IPO in 2011, making this potential reduction his first [3]. - The shares to be reduced by Tongguang Group are from pre-IPO shares and those obtained through capital reserve conversion [3]. Group 3: Market Reaction and Performance - Following the announcement of the share reduction plan, Tongguang Cable's stock price surged, with an intraday increase of 15.26% and a closing increase of 8.67% on February 26 [5]. - Over the period from December 11, 2025, to February 26, 2026, Tongguang Cable's stock rose by 82.82%, significantly outperforming the market's 8.92% increase [6]. - The company has recently secured procurement projects worth approximately 247 million yuan from the State Grid, indicating strong fundamentals [5].

Summary of Key Points Core Viewpoint - Multiple shareholders across various companies are planning to reduce their holdings, indicating potential shifts in investor sentiment and market dynamics. Shareholder Reductions - Xiamen Chentu and its concerted parties plan to reduce holdings by up to 4.027 million shares in Xiaoming Co [1] - Guoxin Jianyuan and Jianxin Investment intend to collectively reduce holdings by up to 26.7516 million shares in Hongsheng Huayuan [1] - Founder Information Industry plans to reduce up to 3% of its shares in Founder Technology [1] - The controlling shareholder of Tongguang Cable intends to reduce up to 3% of its shares [1] - Li Jianwei plans to reduce up to 3.2 million shares in Mengjie Co [1] - Sun Xiujie plans to reduce up to 3% of shares in Xinyaqiang [1] - The controlling shareholder of Galaxy Electronics intends to reduce up to 0.81% of its shares [1] - Guangda Investment and Jingwei Investment plan to collectively reduce 4.6443 million shares in Ningbo Jingda [1] - Haishuo Development and Ningbo Hechuang plan to collectively reduce 1.7156 million shares in Sanboshuo [1] - Youlijia Partnership plans to reduce 5.122 million shares in Pioneer Precision [1] - Qizhong Shiyuan has already reduced 5.8036 million shares in Nanwei Software [1] Financial Performance - Zhixiang Jintai is projected to incur a net loss of 536 million yuan in 2025 [1] - Trina Solar is projected to incur a net loss of 6.994 billion yuan in 2025 [1]