Group 1 - The company plans to acquire a total of 62% equity in Yangzhou Shuguang Optoelectronic Control Co., Ltd. for cash, which will grant the company control over the target company, making it a subsidiary [1] - The intended valuation for 100% equity of Yangzhou Shuguang is 510 million, with the final transaction price to be determined based on an appraisal report and negotiations [1] - The transaction is not expected to constitute a major asset restructuring as defined by regulations, pending completion of the audit [1] Group 2 - Yangzhou Shuguang's main products are servo motors and drivers, which are complementary to the company's existing cable products, indicating a strategic upstream-downstream relationship [2] - The acquisition is expected to enhance the company's product offerings by extending into higher value chain products, particularly in the military sector, thereby leveraging both companies' product and channel advantages [2] - Post-acquisition, the company aims to create a new profit growth point while maintaining its core competitiveness in the cable industry and expanding into the servo motor and control systems market [2]

证券代码：301310 证券简称：鑫宏业 公告编号：2025-067 无锡鑫宏业线缆科技股份有限公司 具体内容详见公司同日刊登于中国证监会指定信息披露媒体巨潮资讯网 （www.cninfo.com.cn）上的《关于签署交易框架协议的公告》。 表决结果：同意 7 票，反对 0 票，弃权 0 票。 三、备查文件 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、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"）第二届董事会第二 十六次会议（以下简称"本次会议"）通知于 2025 年 8 月 14 日以书面、电话及 邮件等形式送达，会议于 2025 年 8 月 18 日上午 9：00 以现场结合通讯方式在公 司会议室召开。本次会议应到会董事 7 人，实际到会董事 7 人，符合召开董事会 会议的法定人数，其中独立董事宋起超先生、独立董事黄亮先生、董事杨宇伟先 生以通讯方式出席会议。本次会议由董事长卜晓华先生召集并主持，公司高级管 理人员列席了本次会议。 本次会议的召集、召开符合《中华人民共和国公司法》等法律、法规、规范 性文件和《公司章程》的有关 ...

Core Viewpoint - The company and its subsidiary, Nanjing Dingkong Electromechanical Technology Co., Ltd., have signed a transaction framework agreement to transfer their stakes in Yangzhou Shuguang Optoelectronic Control Co., Ltd. to Wuxi Xinhongye Cable Technology Co., Ltd. This move is aimed at optimizing resource allocation and industry layout, allowing the company to focus more on its core business and target market [1]. Group 1 - The company will transfer a 48% stake and a 14% stake in Yangzhou Shuguang to Xinhongye [1]. - After the transaction, the company will no longer hold any equity in Yangzhou Shuguang [1]. - The transaction is expected to enhance the company's focus on its main business and target market [1].

Company Overview - Xinhongye (SZ 301310) announced the convening of its 26th board meeting on August 18, 2025, to review the proposal for signing a transaction framework agreement [1] - As of the report, Xinhongye has a market capitalization of 6.3 billion yuan [1] Revenue Composition - For the year 2024, Xinhongye's revenue composition is as follows: - New energy vehicle cables account for 56.13% - Photovoltaic cables account for 27.6% - Industrial cables account for 11.85% - Other businesses account for 3.06% - Additional business activities account for 1.37% [1]

格隆汇8月19日丨鑫宏业(301310.SZ)公布，公司与扬州曙光光电自控有限责任公司(简称"扬州曙 光"或"标的公司")股东曙光蓝风启(南京)科技合伙企业(有限合伙)(简称"曙光蓝风启")、股东南京鼎控机 电科技有限公司(简称"鼎控机电")及鼎控机电控股股东南京埃斯顿自动化股份有限公司(简称"埃斯顿") 签署了《交易框架协议》，公司拟以现金方式收购鼎控机电、曙光蓝风启持有的标的公司合计62%的股 权。本次交易前，公司未持有标的公司的股份；本次交易完成后，公司将取得标的公司控制权，标的公 司将成为公司的控股子公司。 ...

每经AI快讯，8月19日，埃斯顿公告称，公司及控股子公司鼎控机电与鑫宏业、曙光蓝风启签署了《交 易框架协议》，鼎控机电、曙光蓝风启拟将分别持有的扬州曙光48%股权、14%股权转让给鑫宏业。本 次交易完成后，鼎控机电不再持有参股公司扬州曙光的股权。本次交易不构成重大资产重组，不构成关 联交易。 （文章来源：每日经济新闻） ...

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、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"）第二届董事会第二 十六次会议（以下简称"本次会议"）通知于 2025 年 8 月 14 日以书面、电话及 邮件等形式送达，会议于 2025 年 8 月 18 日上午 9：00 以现场结合通讯方式在公 司会议室召开。本次会议应到会董事 7 人，实际到会董事 7 人，符合召开董事会 会议的法定人数，其中独立董事宋起超先生、独立董事黄亮先生、董事杨宇伟先 生以通讯方式出席会议。本次会议由董事长卜晓华先生召集并主持，公司高级管 理人员列席了本次会议。 本次会议的召集、召开符合《中华人民共和国公司法》等法律、法规、规范 性文件和《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 1、审议通过《关于签署交易框架协议的议案》 证券代码：301310 证券简称：鑫宏业 公告编号：2025-067 无锡鑫宏业线缆科技股份有限公司 第二届董事会第二十六次会议决议公告 三、备查文件 无锡鑫宏业线缆科技股份有限公司董事会 2025 年 8 月 19 日 ...

证券代码：301310 证券简称：鑫宏业 公告编号：2025-066 无锡鑫宏业线缆科技股份有限公司 关于签署交易框架协议的公告 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。 重要内容提示： 1、无锡鑫宏业线缆科技股份有限公司（以下简称"公司"或"鑫宏业"）与 扬州曙光光电自控有限责任公司（以下简称"扬州曙光"或"标的公司"）股东 曙光蓝风启（南京）科技合伙企业（有限合伙）（以下简称"曙光蓝风启"）、 股东南京鼎控机电科技有限公司（以下简称"鼎控机电"）及鼎控机电控股股东 南京埃斯顿自动化股份有限公司（以下简称"埃斯顿"）签署了《交易框架协议》， 公司拟以现金方式收购鼎控机电、曙光蓝风启持有的标的公司合计 62%的股权。本 次交易前，公司未持有标的公司的股份；本次交易完成后，公司将取得标的公司 控制权，标的公司将成为公司的控股子公司。 2、本次签署的《交易框架协议》系各方就收购事宜达成的初步意向协议，旨 在表达各方合作意向，具体的交易方案及交易条款以各方签署的正式协议为准。 本次交易尚处于筹划阶段，相关事项尚存在不确定因素，最终能否达成存在不确 定性，具体交 ...

Core Viewpoint - The embodied robotics industry is rapidly developing, with domestic cable manufacturers starting to support main engine manufacturers in the 0-1 stage of the industry, showcasing localization and cost advantages [1][3]. Industry Overview - Cable is essential for robots, functioning as their blood vessels and nervous system, with embodied robot cables requiring higher standards in flexibility, signal transmission, and lightweight integration compared to industrial robot cables [2]. Market Dynamics - Since 2023, there has been a notable policy and industry resonance in the embodied robotics field, with humanoid robots and robotic dogs entering small-scale production. Main engine manufacturers are increasingly recognizing the significant impact of cables on robot performance and lifespan [3]. Competitive Landscape - Domestic cable manufacturers are positioned to grow alongside main engine manufacturers, with companies like Yushu and Zhiyuan expected to lead the supply chain growth in China. These manufacturers may eventually supply overseas main engine manufacturers due to their mature supply capabilities [3]. Barriers to Entry - Short-term barriers include technology and certification, while long-term considerations will focus on cost reduction. The ability to select materials and design structures, along with achieving production processes, represents a significant technological barrier [4]. Investment Opportunities - The domestic cable manufacturers are expected to benefit from the growth of the robotics industry, with recommendations for companies like Wanma Co., Ltd. (002276.SZ) that have already launched embodied robot projects. Other notable companies include Xinhongye (301310.SZ), Xinya Electronics (605277.SH), Jinbei Electric (002533.SZ), Qifan Cable (605222.SZ), and Hualing Cable (001208.SZ) [5].

（文章来源：证券时报网） 据统计，截至8月13日，沪深两市共有135只个股连续5日或5日以上获融资净买入。连续获融资净买入天 数最多的股票是惠城环保，已连续23个交易日获净买入；连续获融资净买入天数较多的还有探路者、华 曙高科、景嘉微、凯盛新材、安井食品、鑫宏业、天保基建、依米康、电投产融等股，分别获14个、12 个、11个、10个、10个、9个、9个、9个、9个交易日净买入。 ...