Core Viewpoint - Tongguang Cable (300265.SZ) announced that its wholly-owned subsidiaries, Jiangsu Tongguang Qiangneng Transmission Line Technology Co., Ltd. and Jiangsu Tongguang Cable Co., Ltd., participated in the National Grid Corporation's procurement for high-voltage projects, with a total winning bid amount of 108 million yuan [1] Group 1 - The company has engaged in the 66th batch of procurement for the National Grid Corporation for 2025, specifically for high-voltage project materials [1] - The company also participated in the first public bidding for installation materials for the 2026 transmission and transformation projects of the National Grid Corporation [1] - The total amount of the winning bids from these procurements is 108 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 procurement for the State Grid Corporation of China for 2025 and 2026 projects, with a total bid amount of 108 million yuan [1] Group 1 - The company has engaged in the 66th batch procurement for ultra-high voltage projects and the first public bidding for installation materials for the 2026 power transmission and transformation projects [1] - The bidding was conducted by the State Grid Corporation of China, indicating the company's involvement in significant infrastructure projects [1] - The announcement of the successful bid was made on February 5, 2026, through the State Grid's e-commerce platform [1]

证券代码：300265 证券简称：通光线缆 编号：2026-001 江苏通光电子线缆股份有限公司 重大合同预中标提示性公告 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。 3、中标金额及具体内容： | 项目名称 | 物资品类 | 推荐的中 | 中标金额 | 包号 | | --- | --- | --- | --- | --- | | | | 标候选人 | （万元） | | | 国家电网有限公司 年第六十 2025 | 光缆 | 通光光缆 | 1912 | 包 2 | | 六批采购（特高压项目第五次材料 | | | | | | 招标采购） | | | | | | --- | --- | --- | --- | --- | | 国家电网有限公司 2026 年输变电 | 导线 | 通光强能 | 6529 | 包 4、包 30、 包 37 | | 项目第一次装置性材料公开招标采 购 | 光缆 OPGW | 通光光缆 | 1881 | 包 1 | | | 光缆附件 | 通光光缆 | 504 | 包 4 | | 合计 | | | 10826 | - | 4、公示媒体：国家电网 ...

Group 1 - Hangzhou Electric Co. and Jicheng Electronics both hit the daily limit up, indicating strong market interest and positive investor sentiment [1] - Yinen Power, Tongguang Cable, Sanbian Technology, Huijin Tong, and Shuangjie Electric also experienced significant gains, reflecting a broader upward trend in the sector [1]

(本文来自第一财经) 巨力索具涨停，中环海陆涨超15%，天马新材、通光线缆、信维通信、神剑股份、海兰信、金风科技等 跟涨。 巨力索具涨停，中环海陆涨超15%，天马新材、通光线缆、信维通信、神剑股份、海兰信、金风科技等 跟涨。 (本文来自第一财经) ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

Core Viewpoint - The A-share market has seen a significant rise in certain commercial aerospace concept stocks, indicating a positive trend in this sector [1]. Group 1: Stock Performance - Zhonghuan Hailu (301040) increased by 13.28%, with a total market value of 3.967 billion and a year-to-date increase of 39.73% [2]. - Changjiang Communication (600345) rose by 10.01%, with a market capitalization of 13.2 billion and a year-to-date increase of 15.41% [2]. - Juliy Suoj (002342) saw a 9.00% increase, with a market value of 19.8 billion and a remarkable year-to-date increase of 123.70% [2]. - Changguang Huaxin (688048) increased by 7.11%, with a market capitalization of 23.8 billion and a year-to-date increase of 7.88% [2]. - Tongguang Cable (300265) rose by 6.99%, with a market value of 8.019 billion and a year-to-date increase of 27.99% [2]. - Jiangshun Technology (001400) increased by 6.22%, with a market capitalization of 6.744 billion and a year-to-date increase of 44.55% [2]. - Xunwei Communication (300136) rose by 5.71%, with a market value of 79.6 billion and a year-to-date increase of 32.68% [2]. - Changlan Technology (002879) increased by 5.39%, with a market capitalization of 4.345 billion and a year-to-date increase of 21.16% [2].

格隆汇2月6日｜A股市场部分商业航天概念股走强，其中，中环海陆涨超13%，长江通信10CM涨停， 巨力索具涨9%，长光华芯涨超7%，通光线缆、江顺科技涨超6%，信维通信、长缆科技涨超5%。 ...

Group 1 - Trump and Modi reached a trade agreement to reduce tariffs on Indian goods from 25% to 18% and cancel an additional 25% tariff on Indian purchases of Russian oil. India committed to purchasing over $500 billion worth of U.S. goods in sectors including energy, technology, agriculture, and coal [2] - SpaceX announced the completion of its acquisition of xAI, with SpaceX valued at approximately $1 trillion and xAI at around $250 billion, resulting in a combined valuation of $1.25 trillion [2] Group 2 - The U.S. Labor Statistics Bureau will not release the January non-farm employment report due to a partial government shutdown, and the December job openings report will also be postponed [4] - U.S. stock markets saw all three major indices rise, with the Dow Jones up 1.05%, S&P 500 up 0.54%, and Nasdaq up 0.56%. Notable tech stocks like Intel rose nearly 5%, while Nvidia fell over 2% [5][6] - The Nasdaq Golden Dragon China Index fell 0.65%, with significant declines in Chinese stocks such as XPeng down 8.2% and BYD down 6.7% [5] Group 3 - The U.S. dollar index increased by 0.64%, while the offshore and onshore RMB showed slight fluctuations [8] - Gold and silver experienced significant volatility, with spot gold dropping over 4% and silver declining nearly 7%. WTI crude oil futures fell by approximately 4.71% [6][8] Group 4 - The Chinese manufacturing PMI for January rose to 50.3, indicating continued expansion, driven by improvements in employment and new orders [22] - Citigroup raised its GDP forecast for Hong Kong to 3.2% for the year, reflecting a more stable recovery in major industries [24]

Group 1: Geopolitical Developments - Serbian President Vucic predicts that Iran will face military strikes within 48 hours, linking the timing to Epstein-related documents [1] - Iranian officials deny plans for military exercises in the Strait of Hormuz, stating that reports of such drills are inaccurate [1] Group 2: U.S.-Iran Relations - U.S. President Trump expresses hope for an agreement with Iran, while Iranian Foreign Minister Zarif maintains confidence in reaching a nuclear deal [3][10] - Zarif indicates that Iran is working with regional partners to build trust with the U.S. for negotiations, which have shown some effectiveness [5][11] - Zarif emphasizes the importance of substance over form in negotiations, reiterating Iran's desire for the U.S. to lift long-standing sanctions and respect its rights to uranium enrichment [11] Group 3: Commodity Market Trends - The commodity market experiences a significant downturn, with gold, silver, crude oil, and industrial metals leading the decline due to hawkish expectations from the Fed and a strengthening dollar [12] - A large sell-off in the A-share market sees major indices drop over 2%, with significant losses in resource sectors and semiconductor stocks [12] - Silver and other precious metals face substantial selling pressure, with notable sell orders exceeding 66 billion for Silver [9] Group 4: Company Developments - Tesla announces the upcoming launch of its third-generation humanoid robot, designed to learn new skills by observing human behavior, with an expected annual production of one million units [13]