通达股份预中标1.54亿国家电网项目 前9月净赚1.32亿股价年内涨56%

Core Viewpoint - Tongda Co., Ltd. has won a new order from the State Grid Corporation of China, with a total value of 154 million yuan, representing approximately 2.48% of the company's projected revenue for 2024 [1][2]. Group 1: Orders and Contracts - Since 2025, Tongda Co., Ltd. has frequently won orders from the State Grid, with a total estimated value of 925 million yuan [1][5]. - The recent order includes materials from the 85th, 88th, and 89th procurement batches of the State Grid, valued at 154 million yuan [2]. - Previous orders include 133 million yuan for energy-saving and conventional wire projects, 176 million yuan for ground wires, and 207 million yuan for ground wires from earlier procurement batches [3][4]. Group 2: Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 6.066 billion yuan, a year-on-year increase of 40.78% [7]. - The net profit attributable to shareholders reached 132 million yuan, up 83.29% year-on-year, while the net profit excluding non-recurring items was 129 million yuan, increasing by 98.63% [7][8]. - The third quarter of 2025 marked a historical high for both net profit and net profit excluding non-recurring items, with figures of 70.09 million yuan and 68.69 million yuan, respectively [8]. Group 3: Market Position and Growth Drivers - Tongda Co., Ltd. is a leading enterprise in the wire and cable industry in Henan Province, with products used in over 600 national key projects [6]. - The company's growth is attributed to increased investment in new energy power systems and expansion into international markets [8]. - The company has seen significant growth in its cable business and precision processing of aircraft components, with respective increases of 35.49% and 43.51% year-on-year [8]. Group 4: Shareholder Activity - Despite the company's rising performance and stock price, the controlling shareholder, Shi Wanfeng, has implemented a share reduction plan, selling approximately 15.71 million shares for about 129 million yuan [9].