证券代码：002879 证券简称：长缆科技 公告编号：2026-010 长缆科技集团股份有限公司 关于回购股份集中竞价减持进展的公告 本公司及全体董事会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。 2026 年 3 月 2 日 一、截至上月末减持进展情况 截至 2026 年 2 月 28 日，公司通过集中竞价交易方式减持回购股份数量为 1,931,000 股，占公司总股本的比例为 1.00%，减持所得资金总额为 42,197,463.80 元（不含交易费用），成交最高价为 22.47 元/股，成交最低价为 21.03 元/股，成 交均价为 21.85 元/股。 二、风险提示 本次减持公司已回购股份计划实施存在不确定风险，公司将根据市场情况、 公司股价等具体情形决定实施对应股份减持计划，对应减持计划存在减持时间、 数量、价格的不确定性。 公司将在减持期间内，严格按照《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等有关规定，及时履行信息披露义务。敬请广大投资者注意 投资风险。 特此公告。 长缆科技集团股份有限公司董事会 长缆科技集团股份有限公司（以下简称"公司"）于 ...

Core Viewpoint - Changlan Technology (002879) emphasizes its commitment to fulfilling information disclosure obligations in accordance with relevant regulations, stating that shareholder information is disclosed in regular reports, specifically referring to the 2025 Q3 report [1] Group 1 - The company responded to investor inquiries on an interactive platform, reinforcing its adherence to information disclosure requirements [1] - Shareholder information is made available in the company's periodic reports, ensuring transparency [1]

Core Viewpoint - Changlan Technology (002879) expects a significant increase in net profit for 2025, projecting between 130 million to 160 million yuan, representing a year-on-year growth of 74.07% to 114.24% [1] Group 1: Company Performance - The company has highlighted its subsidiary, Shuangjiang Energy, which has established technological and customer advantages in the natural ester insulating oil sector, successfully applied in projects like the 110kV transformer for Shandong Electric Power [1] - The company's 2025 performance forecast indicates substantial profit growth driven by increased investment in the power grid and new business expansions, with a notable impact from the reversal of employee stock ownership plan expenses [4] - The Q3 2025 report shows revenue of 1.031 billion yuan, a year-on-year increase of 32.21%, but a decline in gross margin to 30.25%, leading to a 39.86% drop in net profit attributable to shareholders [4] Group 2: Market Sentiment and Institutional Research - Recent institutional research activities have focused on the company, indicating a high frequency of interest from various institutions [2] - Despite the increased interest, institutional ratings remain neutral, with an average forecast from four institutions predicting a 132.72% year-on-year increase in net profit and a 54.42% increase in revenue for 2025, surpassing the company's official forecast range [5] - The stock price of Changlan Technology is currently at 21.97 yuan, with a slight decline of 0.81% on the latest trading day, and the stock is experiencing a short-term oscillation [3]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

2026.02. 06 作者 | 一财阿驴 11:31 A股午盘丨创业板指半日涨0.65% 截至午盘，沪指涨0.11%，深成指涨0.65%，创业板指涨0.65%。科创综指涨0.51%。 盘面上，锂电池、能源金属、人形机器人、金融科技题材活跃，中药、化工板块涨幅靠前。白酒、零售、AI应用概念股走弱。 | 板块名称 | | 张幅� 张速 | | --- | --- | --- | | 草甘麟 | | +3.08% +0.07% | | 氟化工概念 | +3.08% | +0.16% | | 油气开采及服务 | +3.07% | +0.24% | | 染料 | +3.07% | +0.21% | | 环氧丙烷 | +2.94% | +0.14% | | PEEK材料 | +2.84% | +0.17% | | 磷化工 | +2.72% | +0.21% | | 丙烯酸 | +2.70% | +0.12% | | PVDF概念 | +2.61% | +0.11% | | 化学原料 | +2.60% | +0.15% | | 中药 | +2.52% | +0.06% | | 新型烟草(电子 ... | +2.51% | ...

Core Viewpoint - The A-share market has seen a significant rise in certain commercial aerospace concept stocks, indicating a positive trend in this sector [1]. Group 1: Stock Performance - Zhonghuan Hailu (301040) increased by 13.28%, with a total market value of 3.967 billion and a year-to-date increase of 39.73% [2]. - Changjiang Communication (600345) rose by 10.01%, with a market capitalization of 13.2 billion and a year-to-date increase of 15.41% [2]. - Juliy Suoj (002342) saw a 9.00% increase, with a market value of 19.8 billion and a remarkable year-to-date increase of 123.70% [2]. - Changguang Huaxin (688048) increased by 7.11%, with a market capitalization of 23.8 billion and a year-to-date increase of 7.88% [2]. - Tongguang Cable (300265) rose by 6.99%, with a market value of 8.019 billion and a year-to-date increase of 27.99% [2]. - Jiangshun Technology (001400) increased by 6.22%, with a market capitalization of 6.744 billion and a year-to-date increase of 44.55% [2]. - Xunwei Communication (300136) rose by 5.71%, with a market value of 79.6 billion and a year-to-date increase of 32.68% [2]. - Changlan Technology (002879) increased by 5.39%, with a market capitalization of 4.345 billion and a year-to-date increase of 21.16% [2].

Group 1 - The A-share market has seen a rise in certain commercial aerospace concept stocks, indicating positive investor sentiment in this sector [1] - Zhonghuan Hailu has increased by over 13%, while Changjiang Communication has reached a daily limit increase of 10% [1] - Other notable performers include Juyi Suojue with a 9% rise, Changguang Huaxin with over 7%, and Tongguang Cable and Jiangshun Technology both rising over 6% [1] - Xunwei Communication and Changlan Technology have also shown gains of over 5% [1]

Group 1 - The core viewpoint of the article highlights that Changlan Technology has successfully entered the commercial aerospace sector, marking a significant expansion into new markets [1] - The company has introduced products such as materials, cabinets, connectors, and electromechanical components into the aerospace industry, indicating a diversification of its product offerings [1] - This strategic move is expected to inject new momentum into the company's future development, showcasing its proactive approach to exploring emerging markets [1]

Group 1 - The core viewpoint of the article highlights that Changlan Technology has successfully entered the commercial aerospace sector, marking a significant expansion into new markets [1] - The company has introduced various products, including materials, cabinets, connectors, and electromechanical components, into the aerospace industry [1] - This strategic move is expected to inject new momentum into the company's future development [1]

Core Viewpoint - Double River Energy has established technological and customer advantages in the emerging niche of natural ester insulating oil, which is considered an ideal environmentally friendly insulating oil for transformers due to its high flash point, high fire point, natural biodegradability, low toxicity, strong overload capacity, and good safety [1] Group 1: Company Developments - Double River Energy has successfully applied natural ester insulating oil in significant projects, including the world's first 110kV natural ester three-dimensional rolled iron core transformer in Shandong and a 180 MW offshore photovoltaic project by the Three Gorges Group [1] - In 2024, Double River Energy plans to increase its R&D investment and participate in the national key technology project for smart grids, focusing on the development of key technologies for plant-based insulating oil for ultra-high voltage power transformers [1] - By 2025, Double River Energy aims to accelerate the deepening of natural ester and synthetic ester insulating oil technologies, expand its market presence, and promote sustainable development in response to global energy transition demands [1]