天眼查App显示，近日，合肥衎鑫电线电缆有限公司成立，法定代表人为张丽丽，注册资本5万人民 币，经营范围为一般经营项目：电线、电缆经营；电力电子元器件销售；五金产品批发；五金产品零 售；建筑材料销售；耐火材料销售；石灰和石膏销售；石棉水泥制品销售；建筑防水卷材产品销售；劳 动保护用品销售；机械设备销售；智能输配电及控制设备销售；电工仪器仪表销售；保温材料销售；隔 热和隔音材料销售；涂料销售（不含危险化学品）；橡胶制品销售；金属材料销售；塑料制品销售；润 滑油销售；消防器材销售；办公用品销售；非金属矿及制品销售（除许可业务外，可自主依法经营法律 法规非禁止或限制的项目）。 ...

Core Viewpoint - The copper industry is experiencing a dichotomy in production and demand, with some companies maintaining high production levels while others face significant slowdowns due to high copper prices and reduced downstream orders [4][28][34]. Group 1: Production Dynamics - A copper rod company in Jiangxi has been operating at full capacity to meet order demands, producing over 1,000 tons of recycled copper raw materials before the National Day holiday [2][5]. - According to Mysteel's survey, 19 out of 61 surveyed copper rod companies chose to continue production during the holiday, indicating strong demand in certain segments [2][4]. - In contrast, some companies, particularly in the refined copper rod sector, have extended their holiday breaks due to high inventory levels and slow order pickups, with an average holiday duration of 4.05 days in 2025 compared to 3.95 days in 2023 [3][4]. Group 2: Market Conditions - The copper price surged due to supply disruptions from the Grasberg copper mine incident, leading to a cautious approach among downstream buyers [4][34]. - The average copper price in 2025 has been higher than in 2024, yet end-user orders have not returned to peak levels, reflecting a cautious market sentiment [4][34]. - High copper prices have resulted in increased production costs for refined copper rod companies, with some reporting a 30% decrease in orders compared to the previous year [28][33]. Group 3: Inventory Management - Companies are adopting varied inventory strategies, with 30% of firms maintaining current stock levels while another 30% are delaying production due to unclear policies and weak demand [7][28]. - The need for careful inventory management is emphasized, as companies must balance production with financial pressures and market uncertainties [7][34]. - Some companies are facing significant financial strain due to high inventory levels, with one firm reporting a stock of over 2,000 tons, double the normal level, leading to increased financial costs [26][33]. Group 4: Demand for Lithium Battery Copper Foil - The demand for lithium battery copper foil has surged, with one company reporting a 40% increase in urgent orders compared to the previous year [14][20]. - During the National Day holiday, many copper foil companies maintained over 80% operating rates, significantly higher than the typical 50% [22]. - The growth in the lithium battery sector is driving production decisions, with companies adjusting their output to meet urgent customer demands [16][20]. Group 5: Future Outlook - The copper market is expected to face a supply surplus in 2025, transitioning to a shortage in 2026, primarily due to tightening supply conditions [37][40]. - The Chinese government has set clear growth targets for the recycled metals sector, which may influence production strategies in the coming years [40][41]. - Analysts predict that while short-term price fluctuations may occur, the long-term outlook for copper prices remains positive due to structural demand growth in sectors like renewable energy and electric vehicles [34][41].

（编辑 袁冠琳） 证券日报网讯 通达股份10月10日在互动平台回答投资者提问时表示，公司已对"雅鲁藏布江下游水电工 程"进行小批量供货；公司已研发生产高强度、抗冰雪的导线产品；公司电线电缆产品广泛应用于三峡 工程、奥运备战线路、特高压输电工程等600多项国家重点线路工程，公司具备万吨级订单的快速交付 能力。 ...

Market Overview - A-shares experienced a strong opening on October 9, with the Shanghai Composite Index breaking through 3900 points, reaching a ten-year high at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index rose 1.47% to 13725.56 points, while the ChiNext Index increased by 0.73% to 3261.82 points [1] - Total trading volume in the Shanghai and Shenzhen markets reached 26,532 billion yuan, a significant increase of 4,718 billion yuan compared to the previous trading day [1] Sector Performance - The majority of industry sectors saw gains, with precious metals, energy metals, and steel industries leading the rise, while tourism and real estate services faced declines [1] - The precious metals sector saw a notable increase, with 12 stocks in the sector, 4 of which hit the daily limit, and the smallest gain being 5.3% for Hunan Gold [2] Key Drivers - The market's upward momentum was attributed to two main factors: accelerated recovery of margin financing and positive performance in overseas markets, particularly in artificial intelligence and non-ferrous metals [1] - The price of gold surpassed 4000 USD/ounce, driven by increased risk aversion due to the U.S. government shutdown, ongoing global central bank gold purchases, and expectations of interest rate cuts by the Federal Reserve [2] Technical Analysis - The market showed strong bullish signals, with all three major indices in a bullish arrangement, particularly the Shanghai Composite Index, which is expected to continue rising and may reach 4000 points soon [3] - The MACD indicator showed a reduction in green bars, and the KDJ line indicated an upward trend, suggesting further upward movement in the coming days [3] Company Spotlight - Jinbei Electric, a company specializing in the research, production, and sales of wire and cable products, saw its stock hit the daily limit, primarily due to the favorable sentiment surrounding the controllable nuclear fusion concept [3] - The company reported a net profit of 296.28 million yuan for the first half of 2025, with a year-on-year growth rate of 7.46% [3] - Jinbei Electric's products are utilized in various nuclear power stations and are involved in projects related to the nuclear fusion industry, enhancing its market position [3]

证券日报网讯金龙羽（002882）9月30日在互动平台回答投资者提问时表示，公司始终重视股东价值， 致力于通过规范治理、稳健经营和持续提升内在价值来维护全体股东权益。公司将根据证券监管有关规 定，并结合公司实际情况，适时制定相关制度。 ...

证券日报网讯金龙羽（002882）9月30日在互动平台回答投资者提问时表示，公司高度重视技术创新和 知识产权积累，在相关领域已获多项发明专利。关于您提到的专利收购建议，公司会结合研发需求、市 场环境及合规要求，审慎评估各类技术提升路径。 ...

集团在回顾年内营业额约为578,819,000港元，较去年同期约为795,700,000港元减少27.3%；按业务划分 而言，电线及电缆营业额约为187,092,000港元，较去年同期约为248,137,000港元减少24.6%，占集团总 营业额32.3%；铜杆业务营业额约为376,936,000港元，较去年同期约为537,061,000港元减少29.8%，占 集团总营业额65.1%；收租业务营业额约为14,791,000港元，较去年同期约为10,502,000港元增加 40.8%，占集团总营业额2.6%。 格隆汇9月29日丨星凯控股(01166.HK)宣布，截至2025年6月30日止年度，集团录得总营业额约5.79亿港 元，较去年同期约7.96亿港元减少27.3%。回顾年内，公司拥有人应占亏损约为1.42亿港元，而去年同 期之公司拥有人应占亏损约为8851.6万港元。回顾年的每股亏损约为1.20港元(2023╱2024年度每股亏 损：0.75港元)。 ...

每经AI快讯，华菱线缆（SZ 001208，收盘价：12.37元）9月29日晚间发布公告称，公司第六届第二次 董事会会议于2025年9月28日以现场结合通讯方式召开。会议审议了《关于使用部分闲置募集资金暂时 补充流动资金的议案》等文件。 2025年1至6月份，华菱线缆的营业收入构成为：电线电缆行业占比98.62%，其他业务占比1.38%。 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 曾健辉） 截至发稿，华菱线缆市值为66亿元。 ...

截至6月30日，新亚电缆股东户数3.33万，较上期减少26.52%；人均流通股1803股，较上期增加 36.09%。2025年1月-6月，新亚电缆实现营业收入15.18亿元，同比增长28.98%；归母净利润5504.59万 元，同比减少0.42%。 分红方面，新亚电缆A股上市后累计派现1.03亿元。 融券方面，新亚电缆9月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，广东新亚光电缆股份有限公司位于广东省清远市清城区沙田工业区，成立日期1999年7月2 日，上市日期2025年3月21日，公司主营业务涉及电线电缆研发、生产和销售。主营业务收入构成为： 电力电缆39.94%，架空导线36.68%，电气装备用电线电缆22.94%，电缆管0.23%，其他0.21%。 9月26日，新亚电缆跌0.62%，成交额6889.01万元。两融数据显示，当日新亚电缆获融资买入额577.61 万元，融资偿还1039.35万元，融资净买入-461.74万元。截至9月26日，新亚电缆融资融券余额合计 5440.85万元。 机构持仓方面，截止2025 ...

证券日报网讯 9月26日晚间，精达股份发布公告称，2025年半年度利润分配方案为A股每股现金红利 0.03元（含税），股权登记日为2025年10月10日，除权（息）日为2025年10月13日。 （编辑 姚尧） ...