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]

Summary of Key Points Core Viewpoint - On February 2, a total of 44 stocks were involved with institutional investors, with 24 stocks showing net buying and 20 stocks showing net selling [1]. Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were: - Changfei Fiber: Net buying amount of 315 million yuan, with a price increase of 6.62% [2]. - Tongyuan Petroleum: Net buying amount of 216 million yuan, with a price decrease of 14.21% [2]. - Tongguang Cable: Net buying amount of 115 million yuan, with a price increase of 20% [2]. Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were: - Shengtun Mining: Net selling amount of 391 million yuan [1]. - Kaipu Cloud: Net selling amount of 244 million yuan, with a price decrease of 20% [3]. - Xiyu Co.: Net selling amount of 242 million yuan, with a price decrease of 9.99% [3].

Market Overview - On February 2, the trading volume of the Shanghai and Shenzhen stock markets was 2.58 trillion yuan, a decrease of 250.8 billion yuan compared to the previous trading day [1] - The precious metals and non-ferrous metals sectors experienced a significant decline, while the electric grid equipment and liquor sectors saw notable gains [1] Stock Performance - Notable gainers included: - STR (+5.19% to 2.23 yuan) with a trading volume of 3.49% [2] - *ST Huqing (+5.03% to 8.14 yuan) due to performance expectations and termination of equity transfer [2] - Huangtai Liquor (+9.98% to 17.52 yuan) driven by regional brand strength and shareholder increase [2] - Horizontal Film (+10.00% to 28.05 yuan) benefiting from the Spring Festival box office [2] - Wanfu Co. (+9.99% to 28.30 yuan) due to rising dye prices [2] Stock Declines - High-profile stocks facing declines included: - ST Jinglan with 6 consecutive gains [3] - Deep Technology (-10.00% to 29.24 yuan) due to a downturn in the storage chip sector and significant prior gains [14] - Kaipu Cloud (-20.00% to 195.84 yuan) with a projected net loss for 2025 [17] Institutional Trading - The top three net purchases on the daily leaderboard were: - Zhongchao Holdings with a net purchase of 512 million yuan [5] - Baobian Electric with a net purchase of 436 million yuan [5] - Shuangjie Electric with a net purchase of 308 million yuan [5] - The top three net sales were: - Deep Technology with a net sale of 251 million yuan [6] - Kaipu Cloud with a net sale of 192 million yuan [6] - Tianlong Group with a net sale of 187 million yuan [6] Sector Insights - Zhongchao Holdings is involved in commercial aerospace and high-temperature alloys, with strong demand for transformers and data center orders extending to 2027 [9] - Deep Technology's recent performance has been impacted by stricter customer audits from major storage manufacturers [14] - Kaipu Cloud's projected losses indicate a significant decline in profitability, with expectations of a 139% to 158% decrease in net profit [17]