Core Points - Tongguang Cable announced that the lock-up period for its first employee stock ownership plan will expire on November 10, 2025, and the plan will remain in effect until May 14, 2026 [2]

证券代码：300265 证券简称：通光线缆 编号：2025-076 江苏通光电子线缆股份有限公司 关于第一期员工持股计划锁定期届满暨存续期即将届满的 提示性公告 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。 1、锁定期满后，该员工持股计划对外出售股票并按持有该员工持股计划份 额比例对所获收入进行分配。 2、本员工持股计划将严格遵守市场交易规则，遵守证监会、深圳证券交易 所（以下简称"深交所"）关于股票买卖相关规定，在下列期间不得买卖公司股 票： （1）公司定期报告公告前三十日内，因特殊原因推迟定期报告公告日期的， 自原预约公告日前三十日起算，至公告前一日； （2）公司业绩预告、业绩快报公告前十日内； 江苏通光电子线缆股份有限公司（以下简称"公司"）第一期员工持股计划 锁定期于 2025 年 11 月 10 日届满，存续期将于 2026 年 5 月 14 日届满，根据中 国证券监督管理委员会（以下简称"证监会"）《关于上市公司实施员工持股计划 试点的指导意见》、《深圳证券交易所上市公司自律监管指引第 2 号——创业板上 市公司规范运作》及《第一期员工持股计划管理办 ...

特别提示： 1、"通光转债"到期兑付数量：43,635张 一、"通光转债"基本情况 经中国证券监督管理委员会"证监许可【2019】1315号"文核准，公司于2019 年11月4日公开发行了297万张可转债，每张面值100元，发行总额2.97亿元。本 次公开发行的可转债向公司在股权登记日收市后登记在册的原股东优先配售，原 股东优先配售后余额部分（含原股东放弃优先配售部分）采用通过深圳证券交易 所交易系统网上定价发行的方式进行，认购不足部分由承销商组建的承销团包销。 经深圳证券交易所"深证上【2019】755号"文同意，公司2.97亿元可转债 于2019年11月28日起在深交所挂牌交易，债券简称"通光转债"，债券代码 "123034"。 证券代码：300265 证券简称：通光线缆 编号：2025-075 江苏通光电子线缆股份有限公司 关于通光转债到期兑付结果及股本变动的公告 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。 "通光转债"于2025年10月30日开始停止交易，2025年11月3日为最后转股 日。自2025年11月4日起，"通光转债"在深圳证券交易所摘牌。 ...

Key Points - The stock price of HeFu China has seen a significant short-term increase, indicating potential market sentiment overheating and irrational speculation risks [1] - Hongxing Development plans to invest 149 million yuan to establish a new high-purity thiourea project with an annual capacity of 20,000 tons [1] - Tongda Co., Ltd. is expected to win a bid for a 133 million yuan project with the State Grid [1] - Qiangrui Technology intends to acquire a 35% stake in Alubao Technology [1] - KJ Intelligent has repurchased a total of 6.6628% of its shares [1] - Hanma Technology reported cumulative vehicle sales of 10,797 units in the first ten months, representing a year-on-year increase of 45.63% [1] - Boying Special Welding plans to reduce its holdings by no more than 3% [1] - Ruijian Technology is collaborating with Tailan New Energy in the field of solid-state batteries and key materials [1] - The board member and deputy general manager of Siwei Liekong has been detained and is under investigation [1]

Group 1 - China Mobile's controlling shareholder, China Mobile Group, plans to transfer 41.98 million shares (0.19% of total shares) to China National Petroleum Corporation [1] - Strong瑞 Technology intends to invest 70 million yuan to acquire 35% equity in aluminum cooling technology company, which supplies components for NVIDIA AI servers [2] - Pingtan Development's stock price has increased over 100% in the last eight trading days, indicating significant abnormal trading behavior [3] Group 2 - Hezhong China warns of irrational speculation risk as its stock price has surged 61.23% over five consecutive trading days, significantly deviating from its fundamentals [4] - TCL Technology's participation in the restructuring plan of Suning Group has not been approved by creditors, leading to uncertainties in the restructuring process [5] - Huitian New Materials has signed a strategic cooperation agreement with Taiblue New Energy to collaborate in solid-state batteries and key materials [6] Group 3 - Han Jian He Shan has signed a procurement contract worth 207 million yuan with China Nuclear Industry Huaxing Construction, accounting for 26.29% of its audited revenue for 2024 [7] - Actual controller of Baihehua, Chen Lirong, mistakenly reduced his holdings by 160,000 shares but has since repurchased the same amount [8][9] - Yaxing Chemical is planning to acquire control of Tianyi Chemical through a combination of share issuance and cash payment, leading to a stock suspension [10] Group 4 - Shenghui Integration's shareholder, Suzhou Shengzhan, has terminated its plan to reduce holdings of up to 620,000 shares, having already reduced 565,500 shares [11] - North Bay Port reported a 22.73% year-on-year increase in cargo throughput in October [12] - Jiangling Motors experienced an 8.06% year-on-year increase in automobile sales in October [12]

证券日报网讯 11月3日晚间，通光线缆发布公告称，公司全资子公司江苏通光强能输电线科技有限公 司、江苏通光光缆有限公司，于近日参与了"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）"，招标人为国家电网有限公司。2025年11月3日，国家电网有限公司电 子商务平台发布了相关的中标候选人公示。 （文章来源：证券日报） ...

Core Viewpoint - Tongguang Cable (300265.SZ) announced that its wholly-owned subsidiaries, Jiangsu Tongguang Qiangneng Transmission Line Technology Co., Ltd. and Jiangsu Tongguang Optical Cable Co., Ltd., participated in the State Grid Corporation of China's 2025 procurement for transmission and transformation projects, with a total bid amount of 137.8 million yuan [1] Group 1 - The subsidiaries of Tongguang Cable have engaged in a significant procurement process with the State Grid Corporation [1] - The total bid amount won by the company in this procurement is 137.8 million yuan [1]

Core Viewpoint - Tongguang Cable (300265.SZ) announced that its wholly-owned subsidiaries, Jiangsu Tongguang Qiangneng Transmission Line Technology Co., Ltd. and Jiangsu Tongguang Optical Cable Co., Ltd., have recently participated in the "State Grid Corporation of China 2025 65th Batch Procurement (Fifth Bid for Transmission and Transformation Project Line Installation Materials)" and have a pre-bid amount totaling approximately 138 million yuan [1] Summary by Category - **Company Participation** - The subsidiaries of Tongguang Cable are involved in a significant procurement process by the State Grid Corporation of China [1] - **Financial Implications** - The total pre-bid amount for the company’s subsidiaries is approximately 138 million yuan [1]

Core Insights - Tongguang Cable's wholly-owned subsidiaries, Tongguang Qiangneng and Tongguang Cable, have been announced as candidates for the 65th batch of procurement by State Grid Corporation of China for 2025, specifically for the fifth round of bidding for transmission and transformation project materials [1] Summary by Categories Procurement Details - Tongguang Qiangneng is expected to win bids for energy-saving conductors and conventional conductors, with bid amounts of 99.65 million yuan and 19.28 million yuan respectively [1] - Tongguang Cable is anticipated to win a bid for OPGW cables, with a bid amount of 18.87 million yuan [1] - The total expected bid amount is approximately 138 million yuan [1] Financial Impact - The expected bid amount represents about 5.31% of the company's audited total revenue for 2024, indicating a positive impact on future operating performance [1] Current Status - The projects are currently in the pre-bid announcement stage, and there remains uncertainty regarding the finalization of actual orders [1]

Core Viewpoint - Tongguang Cable (300265) announced its subsidiaries Tongguang Qiangneng and Tongguang Cable participated in the State Grid Corporation of China's procurement for transmission and transformation projects, indicating a significant business opportunity for the company [1] Summary by Category Company Developments - Tongguang Qiangneng is expected to win a bid for energy-saving wires worth 99.65 million yuan (approximately 14.1 million USD) and conventional wires worth 19.28 million yuan (approximately 2.7 million USD) [1] - Tongguang Cable is anticipated to win a bid for OPGW cables valued at 18.87 million yuan (approximately 2.7 million USD) [1] Financial Impact - The total expected contract value of 138 million yuan (approximately 19.5 million USD) represents about 5.31% of the company's audited revenue for 2024 [1]