鑫宏业（301310.SZ）1月27日在投资者互动平台表示，公司光伏线缆主要服务于地面光伏电站、光储一 体化等场景，核心客户包括隆基、天合、通威等行业头部企业。公司高度关注太空光伏等新兴赛道发展 趋势，会持续根据科技发展趋势和市场需要适时开展技术预研与市场跟踪，稳步推进相关业务布局。若 有重大进展，将严格按照监管要求履行信息披露义务。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：据查阅，晶科能源、阿特斯这些头部光伏组件厂商都 是公司客户，都开始进军太空光伏领域，请问公司的光伏线缆是否同步跻身太空光伏领域？ ...

无锡鑫宏业线缆科技股份有限公司 关于独立董事取得独立董事培训证明的公告 证券代码：301310 证券简称：鑫宏业 公告编号：2026-001 近日，公司收到于芳女士的通知，获悉其已按照相关规定参加了深圳证券交 易所举办的上市公司独立董事任前培训（线上），并取得了深圳证券交易所创业 企业培训中心颁发的《上市公司独立董事培训证明》。 特此公告。 无锡鑫宏业线缆科技股份有限公司董事会 2026 年 1 月 14 日 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 无锡鑫宏业线缆科技股份有限公司（以下简称"公司"）于 2025 年 12 月 18 日召开 2025 年第四次临时股东会，审议通过《关于公司董事会换届选举暨提 名第三届董事会独立董事候选人的议案》，同意选举于芳女士为公司第三届董事 会独立董事，任期自公司 2025 年第四次临时股东会审议通过之日起三年。 截至公司 2025 年第四次临时股东会通知发出之日，于芳女士尚未取得深圳 证券交易所认可的独立董事培训证明。根据深圳证券交易所的相关规定，于芳女 士已书面承诺参加最近一期独立董事培训并取得深圳证券交易所认可 ...

Group 1 - The core point of the news is that Xinhongye (301310.SZ) is currently trading at 42.08 yuan, reflecting a decline of 1.45% and is in a state of breaking its initial public offering price [1] - Xinhongye was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on June 2, 2023, with a total issuance of 24.2747 million shares at an issuance price of 67.28 yuan per share [1] - The total funds raised from the initial public offering amounted to 163.32018 million yuan, with a net amount of 149.73692 million yuan after deducting issuance costs, which exceeded the original plan by 105.13692 million yuan [1] Group 2 - The company plans to distribute a cash dividend of 5 yuan (including tax) for every 10 shares, totaling 48.5493 million yuan, and will also increase capital by 4 shares for every 10 shares held, resulting in a total of 38.83944 million shares being distributed [2] - Xinhongye's upcoming stock issuance plan for 2025 aims to raise no more than 30 million yuan, with the net proceeds intended for various research and industrialization projects related to special cables and systems [2]

Group 1 - The company Xin Hong Ye announced the election of Mr. Bu Xiaohua as the chairman of the third board of directors for a term of three years [2] - Mr. Bu Xiaohua has also been appointed as the general manager of the company [2] - Other key appointments include Sun Qunxia as the deputy general manager and board secretary, Xu Jijun as the financial director, and Xue Zhaobin as the securities affairs representative [2]

Core Insights - The automotive cable industry is crucial for electric energy transmission, signal transmission, and control in vehicles, with increasing importance due to the rise of electric vehicles and automotive intelligence [1][7] - The market size of China's automotive cable industry is projected to grow from 149 billion yuan in 2021 to 193.2 billion yuan in 2024, with a compound annual growth rate (CAGR) of 9.05% [1][7] - The global automotive cable market is expected to expand from $58.21 billion in 2020 to $71.74 billion in 2024, with a CAGR of 5.36% [6] Industry Overview - Automotive cables are specifically designed for vehicles, categorized by purpose (signal and power cables), material (copper and aluminum), voltage (high and low), and temperature tolerance (high and low) [3] - The automotive cable industry supply chain includes raw materials (copper, aluminum, rubber, plastic), manufacturing, and downstream automotive manufacturers [3] Market Trends - The automotive cable market is expected to benefit from the increasing demand for electric vehicles and the advancement of smart connectivity in cars, leading to higher cable usage and value per vehicle [1][4] - The market size is anticipated to exceed 200 billion yuan by 2025, driven by economic growth and rising consumer demand [1][7] Competitive Landscape - The Chinese automotive cable industry is characterized by a mix of foreign dominance and local competition, with companies like Yazaki and Sumitomo leading the high-end market, while domestic firms like Carby and Xinhongye are gaining market share [8] - Carby and Xinhongye are focusing on technology introduction and cost advantages to enhance their market presence, especially in the growing electric vehicle segment [8] Challenges - The industry faces challenges such as outdated raw material performance, which affects the development of new automotive cables and increases operational costs [11] - The supply chain is often closed, with established international brands preferring to source from stable partners, making it difficult for local manufacturers to penetrate these networks [12] Future Development Trends - Lightweight cables are becoming a focus due to the push for energy efficiency and electric vehicle transition, utilizing aluminum alloys and innovative insulation materials [13][14] - High-voltage systems are being integrated into electric vehicles, necessitating advancements in insulation materials and safety features [15] - The demand for high-speed data transmission is increasing, leading to the development of high-frequency and high-speed cable systems [16] - Smart manufacturing technologies are reshaping production processes, enhancing flexibility and customization in cable manufacturing [17]

Summary of Key Points Core Viewpoint - As of December 18, the margin financing and securities lending balance in the Shanghai and Shenzhen markets decreased to 24,916.5 billion yuan, reflecting a reduction of 34.69 billion yuan from the previous trading day [1]. Group 1: Market Overview - The financing balance stands at 24,748.41 billion yuan, down by 33.13 billion yuan compared to the previous trading day [1]. - The Shanghai market's margin balance is 12,666.44 billion yuan, decreasing by 43.7 billion yuan, while the Shenzhen market's balance is 12,250.06 billion yuan, increasing by 9.01 billion yuan [1]. Group 2: Stock Performance - A total of 1,604 stocks experienced net buying of margin funds, with 60 stocks having net buying amounts exceeding 10% of their total trading volume [3]. - The top three stocks by net buying ratio are: - Hotway Co., Ltd. (24.35%) - Xinhongye (23.16%) - Saitex New Materials (23.13%) [4][5]. Group 3: Significant Net Buying Stocks - There are 29 stocks with net buying amounts exceeding 100 million yuan, with the top three being: - Xinyi Sheng (609 million yuan) - China Ping An (516 million yuan) - China Satellite (278 million yuan) [7].

证券日报网讯 12月18日晚间，鑫宏业发布公告称，公司2025年第四次临时股东会审议通过《关于公司 董事会换届选举暨提名第三届董事会非独立董事候选人的议案》《关于公司董事会换届选举暨提名第三 届董事会独立董事候选人的议案》。 （文章来源：证券日报） ...

Group 1 - The company Xin Hong Ye (SZ 301310) announced that its third board meeting will be held on December 18, 2025, to discuss the appointment of the board secretary and other documents [1] - For the first half of 2025, Xin Hong Ye's revenue composition is as follows: 56.21% from new energy vehicle cables, 24.5% from photovoltaic cables, 13.54% from industrial cables, 4.18% from other sources, and 1.57% from other businesses [1] - As of the report date, Xin Hong Ye has a market capitalization of 6 billion yuan [1] Group 2 - The article also discusses the Hainan Free Trade Port policy, highlighting benefits such as zero tariffs, low personal income tax, relaxed investment access, free cross-border capital flow, and support for entrepreneurship [1]

鑫宏业公告，公司于2025年12月18日召开2025年第四次临时股东会，选举产生了公司第三届董事会董事 并完成董事会换届。第三届董事会由7名董事组成，其中非独立董事4名，独立董事3名。非独立董事为 卜晓华、孙群霞、陈玲、赵树朋，独立董事为于芳、宋起超、崔华春。 ...

证券代码：301310 证券简称：鑫宏业 公告编号：2025-113 无锡鑫宏业线缆科技股份有限公司 第三届董事会第一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 无锡鑫宏业线缆科技股份有限公司（以下简称"公司"）第三届董事会第一 次会议通知于 2025 年 12 月 18 日以电话等方式向各位董事送达，本次会议经全 体董事会成员一致同意，豁免公司第三届董事会第一次会议通知时间要求。会议 于 2025 年 12 月 18 日以现场会议的形式在公司会议室召开。经全体董事一致推 选，会议由卜晓华召集并主持，本次会议应到董事 7 人，实到董事 7 人。公司高 级管理人员列席了本次会议。 本次会议的召集、召开及表决符合《中华人民共和国公司法》等有关法律、 法规以及《无锡鑫宏业线缆科技股份有限公司章程》的有关规定，会议合法有效。 二、董事会会议审议情况 （一）审议通过《关于选举公司第三届董事会董事长的议案》 经审议，公司董事会同意选举卜晓华先生为第三届董事会董事长，任期三年， 自本次董事会审议通过之日起至第三届董事会届满之日止。 ...