Core Viewpoint - The company, Huadong Cable, has shown a positive stock performance with a 2.56% increase in share price, reaching a market capitalization of 17.19 billion yuan, and a trading volume of 553 million yuan on December 26 [1] Group 1: Company Overview - Huadong Cable Group Co., Ltd. was established on June 21, 2002, and went public on May 11, 2021, focusing on the research, production, and sales of electrical cables [8] - The main revenue composition includes electrical cables and others at 87.20%, continuous pipes and operational devices at 9.73%, and other supplementary products at 3.07% [8] - As of September 30, the number of shareholders increased by 38.48% to 15,900, while the average circulating shares per person decreased by 28.25% to 31,653 shares [8] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 5.344 billion yuan, reflecting a year-on-year growth of 13.30%, while the net profit attributable to shareholders decreased by 7.38% to 257 million yuan [8] - The company has distributed a total of 107 million yuan in dividends since its A-share listing, with cumulative distributions of 94.4695 million yuan over the past three years [9] Group 3: Market Position and Trends - The company benefits from trends in smart grids, marine equipment, photovoltaic concepts, and trade between China and Russia, as well as the depreciation of the yuan [2][4] - The company’s products include low-voltage power cables, control cables, and medium-voltage cables for smart grid projects, as well as solar photovoltaic cables primarily used in photovoltaic power stations [3] Group 4: Investment and Trading Insights - The stock has seen a net inflow of 43.8047 million yuan from major investors today, ranking 6th out of 137 in its industry, with a total net inflow of 72.49 million yuan over the past three days [5][6] - The average trading cost of the stock is 30.93 yuan, with current price levels between resistance at 37.48 yuan and support at 31.26 yuan, indicating potential for range trading [7]

12月26日，A股三大指数盘中震荡走低，新能源板块表现强势，全市场唯一的电网设备ETF（159326） 小幅回调，截止11:20，跌幅0.39%，成交额达2.24亿元，持仓股思源电气、金盘科技、信通电子、正泰 电器等股涨幅居前。 电网设备ETF近期持续获资金关注，12月以来累计"吸金"超15.74亿元，最新规模达38.13亿元，创成立 以来新高。 AI算力爆发，引起全球数据中心缺电已成共识，微软、英伟达等科技巨头先后发声，AI的瓶颈为电 力。叠加欧美电网老化，亟需升级，高盛预计，未来10年，AI推动的全球数字基础设施+能源体系的投 资规模将高达5万亿美元，其中，电网设备将是这场投资浪潮中最直接的受益者。 华泰证券表示，以变压器为代表的一次设备出海逻辑仍然强势，无论主网、配网，从订单及收入来看仍 然呈现高速增长态势。展望后续，高电压等级电网设备的紧缺更具备持续性。 电网设备ETF（159326）是全市场唯一跟踪中证电网设备主题指数的ETF，从申万三级行业分类上看， 指数成分股的行业分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电设备 为主，拥有较强的代表性。智能电网权重占比高达88%，特高 ...

12月26日，宏力达盘中上涨2.29%，截至10:54，报36.18元/股，成交2857.48万元，换手率0.57%，总市 值50.65亿元。 资金流向方面，主力资金净流出16.22万元，特大单买入0.00元，占比0.00%，卖出109.23万元，占比 3.82%；大单买入745.81万元，占比26.10%，卖出652.80万元，占比22.85%。 宏力达今年以来股价涨39.67%，近5个交易日涨3.08%，近20日跌10.02%，近60日跌15.07%。 宏力达所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：小盘、能源互联、 电力物联网、量子技术、智能电网等。 截至9月30日，宏力达股东户数1.08万，较上期增加34.25%；人均流通股12946股，较上期减少25.51%。 2025年1月-9月，宏力达实现营业收入4.75亿元，同比减少31.96%；归母净利润1.45亿元，同比减少 2.68%。 分红方面，宏力达A股上市后累计派现4.16亿元。近三年，累计派现1.92亿元。 责任编辑：小浪快报 今年以来宏力达已经1次登上龙虎榜，最近一次登上龙虎榜为9月22日，当日龙虎榜净买入794.0 ...

Core Viewpoint - Taihao Technology's stock has shown significant growth this year, with a year-to-date increase of 72.32%, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - On December 25, Taihao Technology's stock price rose by 2.08%, reaching 9.34 CNY per share, with a trading volume of 1.63 billion CNY and a turnover rate of 2.09%, resulting in a total market capitalization of 79.66 billion CNY [1]. - The stock has experienced a 4.83% increase over the last five trading days and a 6.99% increase over the last 20 days, while it has decreased by 4.30% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) 14 times this year, with the most recent appearance on August 20 [1]. Group 2: Financial Performance - For the period from January to September 2025, Taihao Technology reported a revenue of 2.903 billion CNY, reflecting a year-on-year growth of 12.40%, and a net profit attributable to shareholders of 49.0114 million CNY, which is a substantial increase of 124.48% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 523 million CNY, with no dividends distributed in the past three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Taihao Technology is 96,900, a decrease of 13.88% from the previous period, while the average number of tradable shares per shareholder has increased by 16.12% to 8,709 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest with 7.6894 million shares, marking it as a new shareholder, while several funds have exited the top ten list [3].

12月25日，金杯电工盘中上涨2.13%，截至13:00，报12.95元/股，成交1.12亿元，换手率1.38%，总市值 95.05亿元。 资金流向方面，主力资金净流入584.06万元，特大单买入677.93万元，占比6.05%，卖出127.70万元，占 比1.14%；大单买入2022.06万元，占比18.05%，卖出1988.23万元，占比17.75%。 金杯电工今年以来股价涨35.01%，近5个交易日涨7.47%，近20日涨11.73%，近60日涨10.68%。 今年以来金杯电工已经1次登上龙虎榜，最近一次登上龙虎榜为8月1日，当日龙虎榜净买入1.13亿元； 买入总计2.05亿元 ，占总成交额比19.09%；卖出总计9173.72万元 ，占总成交额比8.55%。 资料显示，金杯电工股份有限公司位于湖南省长沙市高新技术产业开发区东方红中路580号，成立日期 2004年5月24日，上市日期2010年12月31日，公司主营业务涉及电线电缆产品的研发、生产和销售。主 营业务收入构成为：电线电缆产品59.33%，电磁线产品40.13%，冷链及汽车后市场服务0.55%。 金杯电工所属申万行业为：电力设备-电网设备-线 ...

今年以来中能电气已经14次登上龙虎榜，最近一次登上龙虎榜为12月23日，当日龙虎榜净买入-5359.60 万元；买入总计1.09亿元 ，占总成交额比6.70%；卖出总计1.62亿元 ，占总成交额比10.01%。 12月25日，中能电气盘中下跌2.04%，截至10:21，报10.07元/股，成交4.01亿元，换手率8.54%，总市值 63.43亿元。 资金流向方面，主力资金净流出2010.10万元，特大单买入828.69万元，占比2.07%，卖出798.14万元， 占比1.99%；大单买入6204.37万元，占比15.48%，卖出8245.02万元，占比20.57%。 中能电气今年以来股价涨71.26%，近5个交易日涨0.60%，近20日涨21.62%，近60日涨80.79%。 分红方面，中能电气A股上市后累计派现1.30亿元。近三年，累计派现1672.73万元。 机构持仓方面，截止2025年9月30日，中能电气十大流通股东中，华夏中证500指数增强A（007994）位 居第八大流通股东，持股274.08万股，为新进股东。金元顺安元启灵活配置混合（004685）位居第九大 流通股东，持股229.50万股，相比上 ...

12月24日，华通线缆盘中上涨2.01%，截至11:12，报32.53元/股，成交1.40亿元，换手率0.87%，总市值 166.23亿元。 资金流向方面，主力资金净流入1071.38万元，特大单买入109.52万元，占比0.78%，卖出109.52万元， 占比0.78%；大单买入3027.23万元，占比21.60%，卖出1955.85万元，占比13.96%。 华通线缆今年以来股价涨180.02%，近5个交易日跌4.60%，近20日涨0.15%，近60日涨33.43%。 今年以来华通线缆已经2次登上龙虎榜，最近一次登上龙虎榜为12月18日，当日龙虎榜净买入-2.06亿 元；买入总计2.88亿元 ，占总成交额比24.98%；卖出总计4.94亿元 ，占总成交额比42.84%。 资料显示，河北华通线缆集团股份有限公司位于河北省丰南经济开发区华通街111号，成立日期2002年6 月21日，上市日期2021年5月11日，公司主营业务涉及从事电线电缆的研发、生产与销售业务。主营业 务收入构成为：电线电缆及其他87.20%，连续管及作业装置9.73%，其他(补充)3.07%。 华通线缆所属申万行业为：电力设备-电网设备-线 ...

今年以来海联讯已经1次登上龙虎榜，最近一次登上龙虎榜为9月3日，当日龙虎榜净买入971.13万元； 买入总计1.55亿元 ，占总成交额比11.85%；卖出总计1.45亿元 ，占总成交额比11.11%。 资料显示，杭州海联讯科技股份有限公司位于浙江省杭州市拱墅区庆春路60号东清大厦206-6室,广东省 深圳市南山区粤海街道高新区社区高新南七道206号高新工业村R2-B座301，成立日期2000年1月4日， 上市日期2011年11月23日，公司主营业务涉及电力信息化系统集成、软件开发与销售、技术及咨询服 务。主营业务收入构成为：系统集成81.40%，技术及咨询服务18.46%，租赁收入0.14%。 海联讯所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：智能电网、电力物联网、国 资改革、送转填权、小盘等。 12月24日，海联讯盘中上涨2.01%，截至10:59，报12.68元/股，成交3371.62万元，换手率0.79%，总市 值43.33亿元。 资金流向方面，主力资金净流出5.48万元，大单买入567.96万元，占比16.85%，卖出573.44万元，占比 17.01%。 海联讯今年以来股价涨1 ...

新联电子所属申万行业为：电力设备-电网设备-电工仪器仪表。所属概念板块包括：虚拟电厂、能源互 联、电力物联网、智能电网、小盘等。 截至12月10日，新联电子股东户数5.18万，较上期增加0.97%；人均流通股15467股，较上期减少 0.97%。2025年1月-9月，新联电子实现营业收入5.50亿元，同比减少0.37%；归母净利润5.35亿元，同比 增长421.43%。 分红方面，新联电子A股上市后累计派现10.91亿元。近三年，累计派现3.00亿元。 资金流向方面，主力资金净流入1651.70万元，特大单买入1492.26万元，占比13.40%，卖出620.90万 元，占比5.58%；大单买入2627.37万元，占比23.60%，卖出1847.03万元，占比16.59%。 新联电子今年以来股价涨70.07%，近5个交易日涨6.23%，近20日涨6.55%，近60日涨23.66%。 今年以来新联电子已经1次登上龙虎榜，最近一次登上龙虎榜为6月6日。 资料显示，南京新联电子股份有限公司位于江苏省南京市江宁经济技术开发区家园中路28号，成立日期 2003年9月25日，上市日期2011年2月11日，公司主营业务涉及 ...

Core Viewpoint - The company, Hebei Huatong Cable Group Co., Ltd., is experiencing a rise in stock price and has a significant overseas revenue share, benefiting from the depreciation of the RMB [1][4]. Group 1: Company Overview - Hebei Huatong Cable Group was established on June 21, 2002, and went public on May 11, 2021, focusing on the research, production, and sales of electrical cables [8]. - The main business revenue composition includes electrical cables and others at 87.20%, continuous pipes and operational devices at 9.73%, and other supplementary items at 3.07% [8]. - The company operates in the power equipment sector, specifically in cable components and other related areas, and is involved in various concept sectors such as industrial internet, oil and gas exploration, smart grid, and China-Russia trade [8]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 5.344 billion yuan, representing a year-on-year growth of 13.30%, while the net profit attributable to shareholders was 257 million yuan, a decrease of 7.38% year-on-year [8]. - The company has distributed a total of 107 million yuan in dividends since its A-share listing, with cumulative distributions over the past three years amounting to 94.4695 million yuan [9]. Group 3: Market Activity - On December 23, the stock price of Huatong Cable increased by 1.24%, with a trading volume of 317 million yuan and a turnover rate of 1.98%, leading to a total market capitalization of 16.296 billion yuan [1]. - The company has seen a net inflow of 21.7312 million yuan from major investors today, marking a continuous increase in investment over the past two days [5][6].