Core Viewpoint - The company is actively engaging with investors to discuss its technological advancements, performance growth, cash flow management, and cost control strategies during the 2025 Wuxi Listed Companies Investor Reception Day [1][2]. Group 1: Technological Development - The company focuses on new quality productivity through four main directions: targeted technological breakthroughs in advanced fields such as embodied intelligent robots and controlled nuclear fusion, material innovation and process upgrades, deepening industry-academia collaboration, and global layout and certification [3]. - Significant progress has been made in the field of embodied intelligent robots, with the development of specialized cables that integrate power transmission, signal perception, and tactile feedback, now entering mass production [4]. Group 2: Performance Growth - The company's performance growth is driven by the gradual release of capacity from completed fundraising projects and the orderly delivery of high-margin products in the nuclear power sector, contributing directly to revenue and profit growth [4]. - The company has successfully completed international delivery of ITER-related cables, showcasing its capability in high-end markets [4]. Group 3: Cash Flow Management - The increase in bank borrowings is primarily to meet working capital turnover needs due to long customer payment cycles and the nature of raw material procurement [5]. - The company is implementing strategies to improve cash flow by adjusting its industrial structure, focusing on high-margin sectors, and optimizing inventory management through an information management system [5]. Group 4: Cost Control Mechanism - The company employs a pricing model based on "copper price + processing fee," which helps buffer against raw material price fluctuations, with core profitability derived from the processing fee component [6]. - The company is actively advancing its capital increase matters in accordance with regulatory requirements [6].

Core Viewpoint - Xin Hongye (301310.SZ) has made significant advancements in the field of embodied intelligent robots, particularly in multi-joint dynamic adaptation and integrated transmission technology, which positions the company for growth in the robotics sector [1] Group 1: Product Breakthroughs - The company has developed specialized cables for robots that enable simultaneous power transmission, signal perception, and tactile feedback, which have successfully entered mass production [1] - Jiangsu Huaguang, a wholly-owned subsidiary, has overcome technical barriers related to radiation resistance and longevity, successfully delivering ITER-compatible PIC cables internationally [1]

Group 1: Technology and Innovation - The company focuses on new production capabilities, aiming to build core technological barriers in fields such as intelligent robotics, low-altitude economy, supercharging technology, controllable nuclear fusion, and special equipment [2][3] - Innovations in materials and process upgrades are expected to reduce costs and increase efficiency, including the development of new cross-linked polyolefin elastomer insulation materials [2][3] - Collaboration with Wuxi Industrial Research Institute to enhance research and development capabilities in cutting-edge areas like supercharging materials and humanoid robot cables [3] Group 2: Financial Management and Capital Structure - Significant increase in bank loans is primarily for working capital turnover due to long customer payment cycles [4] - The company is actively working on a private placement to improve capital structure, with progress being made according to regulatory requirements [5] - Strategies to improve cash flow include optimizing inventory management and focusing on high-margin business segments [6][7] Group 3: Business Performance and Market Position - Nuclear energy business has achieved a certain scale of revenue, contributing to the company's overall income [8] - Key performance drivers include the release of production capacity from completed fundraising projects and successful deliveries in the nuclear power sector [9] - Breakthroughs in product development include specialized cables for intelligent robots and successful international deliveries of ITER-related cables [9] Group 4: Procurement and Cost Control - The company employs systematic control measures to manage procurement cash expenditures, emphasizing a sales-driven production model [10][11] - The pricing strategy for products is linked to copper prices, with the core profit derived from processing fees, minimizing the impact of short-term copper price fluctuations [11]

证券代码：301310 证券简称：鑫宏业 公告编号：2025-095 本 次 活 动 将 采 用 网 络 远 程 的 方 式 举 行 ， 投 资 者 可 登 录 " 全 景 路 演 " （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与本次 互动交流，活动时间为 2025 年 11 月 4 日（星期二，15:30-17:00）。 届时公司相关人员将在线就公司 2024 年至 2025 三季度业绩、公司治理、发展战 略、经营状况、融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进 行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 无锡鑫宏业线缆科技股份有限公司董事会 2025 年 10 月 30 日 关于参加 2025 无锡上市公司投资者集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，无锡鑫宏业线缆科技股份有限公司（以下简 称"公司"）将参加"2025 无锡上市公司投资者集体接待日"活动，现将相关事项公告如 下： 出席本次年度网上集体接待日的人员有：董 ...

Core Points - Xin Hongye (301310.SZ) released its Q3 2025 report on October 28, 2025, indicating a total of 4 institutional investors holding shares, amounting to 8.5696 million shares, which represents 6.28% of the total share capital [1] - The institutional holding percentage decreased by 2.37 percentage points compared to the previous quarter [1] - In terms of public funds, 38 new public funds were disclosed this quarter, including several notable funds such as Yongying Advanced Manufacturing Mixed Fund A and Huatai-PB CSI 2000 Index Enhanced A [1] - Foreign investment sentiment showed a change with the absence of previously disclosed foreign institution BARCLAYS BANK PLC this quarter [1]

Group 1 - The company Xin Hong Ye (SZ 301310) announced on October 27 that it will make a provision for credit and asset impairment of approximately 16.18 million yuan, which will reduce the total profit for the first three quarters of 2025 by the same amount [1] - As of the report, Xin Hong Ye's market capitalization is 5.9 billion yuan [1] - For the first half of 2025, the revenue composition of Xin Hong Ye 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]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance [1] Financial Performance - The company achieved operating revenue of 1,024,945,346.74 yuan, representing a year-on-year growth of 47.05% [1] - The net profit attributable to shareholders of the listed company was 38,141,036.13 yuan, reflecting a year-on-year increase of 23.65% [1]

中信建投证券股份有限公司 关于无锡鑫宏业线缆科技股份有限公司 部分募投项目结项并将节余募集资金永久补充流动资金 及注销募集资金专户的核查意见 中信建投证券股份有限公司（以下简称"中信建投"、"保荐机构"）作为 无锡鑫宏业线缆科技股份有限公司（以下简称"鑫宏业"或"公司"）首次公开 发行并上市的保荐机构和持续督导机构，根据《证券发行上市保荐业务管理办法》 《深圳证券交易所创业板股票上市规则》《上市公司募集资金监管规则》《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》等相关 规定，对鑫宏业本次部分募投项目结项并将节余募集资金永久补充流动资金及注 销募集资金专户的事项进行了审慎核查，具体情况如下： 二、募集资金使用情况 （一）承诺投资项目 1 根据公司《首次公开发行股票并在创业板上市招股说明书》，公司首次公开 发行股票所募集的资金扣除发行费用后，将投资于以下项目，截至 2025 年 9 月 30 日，公司承诺投资募投项目及募集资金使用情况如下： 注：上述募集资金投入金额包含利息收入扣除银行手续费后的净额，以上截至 2025 年 9 月 30 日数据未经审计。 （二）超募资金投资项目 20 ...

证券代码：301310 证券简称：鑫宏业 公告编号：2025-091 无锡鑫宏业线缆科技股份有限公司 关于为全资子公司提供担保的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 为结合公司业务发展，满足经营资金需要，无锡鑫宏业线缆科技股份有限公 司（以下简称"公司"）拟为合并报表范围内的全资子公司鑫宏业科技（湖南） 有限公司（以下简称"鑫宏业科技"）向银行申请授信额度提供连带责任担保， 担保总额度不超过人民币 1.5 亿元，担保额度有效期 12 个月。 2025年10月27日，公司召开第二届董事会第三十次会议，审议通过了《关于 为全资子公司提供担保的议案》。根据《深圳证券交易所创业板股票上市规则》 《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》 等法律法规和规范性文件及《公司章程》的规定，本次对外担保无需提交股东会 审议批准。本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。 二、提供担保额度情况 被担保主体：鑫宏业科技（湖南）有限公司 | 担保方 | 无锡鑫宏业线缆科技股份有限 ...

证券代码：301310 证券简称：鑫宏业 公告编号：2025-094 无锡鑫宏业线缆科技股份有限公司 关于 2025 年前三季度计提信用减值及资产减值准备 的公告 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。 根据《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》，无锡鑫宏业线缆科技股份有限公司（以下简称"公司"）依据《企业会 计准则》以及公司相关会计政策的规定，为真实、准确反映公司 2025 年 1-9 月 财务状况、资产价值与经营成果，公司对各类资产进行全面清查和减值测试，基 于谨慎性原则，对截至 2025 年 9 月 30 日公司可能发生信用及资产减值损失的有 关资产计提信用及资产减值准备。现将具体事宜公告如下： 一、计提信用减值及资产减值准备情况 单项金额不重大但单独计提坏账准备的应收款项： | 单项计提坏账准备的理由 | 预计无法收回 | | --- | --- | | 坏账准备的计提方法 | 参考历史信用损失经验，结合当前状况以及对未 | | | 来经济状况的预期计量坏账准备。 | （一）计提信用减值及资产减值准备的原因 ...