Hangzhou Cables(SH:603618) Sou Hu Cai Jing·2026-02-02 10:57Group 1 - The core business of the company is the research, production, sales, and service of electric wires and cables, as well as related products such as optical fiber preform, optical fiber, optical cable, and copper foil [3][4] - The company is one of the few in China with the capability to produce large cross-section high-voltage and ultra-high-voltage power cables [4] - The stock has strong themes including ultra-high voltage, optical communication, and ultra-thin copper foil [5] Group 2 - The recent rise in the stock price is driven by the strengthening of the ultra-high voltage concept, as the company is a major supplier for the State Grid and Southern Power Grid, producing cables for 500kV and above [5] - The optical communication sector is active, with the company having an integrated industrial chain from "optical preform - optical fiber - optical cable," benefiting from the rising optical communication concept [5] - The ultra-thin copper foil project for new energy vehicles has begun trial production, with products ranging from 4.5 microns to 8 microns, contributing to the stock's upward trend [5] Group 3 - From a technical perspective, the stock has seen a 21% increase over two trading days, with the formation of a golden cross in moving averages and MACD indicating potential for further upward movement [6] - There has been a net inflow of 87.346 million yuan in main funds, suggesting strong buying interest [6] - The stock is expected to maintain upward momentum in the short term, warranting continued attention [7]