6月27日，鑫宏业披露定增预案，本次发行拟募集资金总额不超过3亿元（含本数），扣除相关发行费用 后的募集资金净额将全部用于以下项目：超融合导体线缆研发及产业化项目、大功率充电连接及冷却系 统研发及产业化项目、新一代核电站用特种电缆及电气贯穿件研发及产业化项目。 截至今年3月31日，鑫宏业不存在持股比例超过50%的直接股东，且单一直接股东依其持有的股份所享 有的表决权均不足以对股东大会的决议产生决定性影响，公司无控股股东。卜晓华现任公司董事长、总 经理，孙群霞现任公司董事、副总经理，二人合计控制公司48.58%股份，对公司实施共同控制，为公 司共同实际控制人。 鑫宏业的定增计划犹如一把双刃剑，既可能为公司带来新的发展机遇，也可能因上述诸多问题的存在， 给公司和投资者带来潜在风险。在资本市场的聚光灯下，公司需要更加透明、规范地运作，积极回应市 场关切，合理规划募集资金的使用，提升经营管理水平，以实现公司的可持续发展，真正为投资者创造 价值。而监管部门也应加强对定增项目的审核与监管，确保市场的公平、公正与透明，维护广大投资者 的合法权益。 注：本文创作借助AI工具收集整理市场数据和行业信息，结合辅助观点分析撰写成文 ...

Core Viewpoint - Zhongchao Holdings (002471) announced successful bids for multiple projects with a total amount of 402 million yuan, representing 7.31% of the company's audited operating revenue for 2024 [1] Group 1: Project Bids - The total bid amount of 402 million yuan is expected to positively impact the company's future operating performance [1] - The company and its subsidiaries, Mingzhu Cable and Yuanfang Cable, along with its holding subsidiary Zhongchao Cable, have secured these bids from the State Grid Corporation and other entities [1] - There is no related party relationship between the projects and the bidding companies [1] Group 2: Performance Growth - The cumulative bid amount for the first half of 2025 has increased by nearly 20% compared to the same period last year, further consolidating the company's market position [1]

泓淋电力 20260629 摘要 鸿云电力 2024 年传统业务营收约 34 亿元，净利润约 2 亿元，预计 2025 年传统业务收入达 40 亿元。公司通过收购达威互联，切入 AI 算 力和新能源高速线缆领域，应对传统业务增长瓶颈。 达威互联 2025 年 Q1 产值超 3,000 万元，净利润超 700 万元，接近去 年全年水平。其核心团队具备乐庭背景，掌握高速铜缆核心技术，已批 量供货安费诺、泰科电子和莫仕等全球前三大连接器厂商。 达威互联客户结构中，前三大客户占比 70%-80%，预计 2025 年产值 超 2 亿元。公司目标是保持现有客户合作基础上，提升国内客户份额， 长期目标是成为高速通缆市场领导者。 达威互联毛利率超 30%，净利率超 20%。2025 年预计产值 2 亿元， 2026 年预计达 5 亿元。已采购罗森道设备提升良率，并拓展 24 号线等 产品线，已向泰科电子和安费诺供货。 鸿云电力是小米汽车 SU7 充电枪独家供应商，并占据上汽通用五菱宾果 车型充电枪约 70%份额。便携式充电枪毛利率高于传统业务，约为 10%-20%。 Q&A 鸿云电力目前的业务框架和产品构成是怎样的？ 鸿云电 ...

Group 1: Market Dynamics - A significant amount of copper is being transported to the United States, driven by expectations of potential tariffs on copper imports, with estimates of around 500,000 tons currently en route, compared to the usual monthly import volume of 70,000 tons [3] - The price disparity between copper futures on the New York Commodity Exchange (COMEX) and the London Metal Exchange (LME) has widened, with COMEX prices exceeding LME prices by over $1,400 per ton, creating lucrative arbitrage opportunities for traders [4] - The U.S. domestic copper production accounts for only 5% of global supply, while demand is increasing at a rate of 6.2%, significantly higher than the global average of 3.8%, necessitating increased imports to meet domestic needs [6] Group 2: Geopolitical and Strategic Factors - Geopolitical tensions are influencing U.S. strategies to reduce reliance on Asian countries for copper supply, aiming to integrate suppliers from the Americas into its supply chain [7] - The U.S. is attempting to secure its resource supply and reshape the global copper market by building inventory through increased imports [7] Group 3: Impact on Futures Market - The influx of copper into the U.S. has led to significant fluctuations in copper prices, with COMEX prices rising sharply while LME prices also show an upward trend, increasing market volatility [9] - The previously stable price difference between COMEX and LME has become highly variable, raising the risks associated with arbitrage trading [10] Group 4: Inventory Changes - COMEX copper inventory surged to 176,000 tons in the first half of 2025, a 120% increase from the beginning of the year, while LME inventory decreased to 114,000 tons, impacting price dynamics in the futures market [12] Group 5: Effects on Traders and Companies - Traders who anticipated tariff expectations and successfully redirected copper shipments to the U.S. stand to gain substantial profits, while those who failed to act in time may face significant risks and potential losses [13] - Copper smelting companies may experience instability in raw material supply due to the altered supply landscape, affecting production schedules and cost management [14] - Downstream processing companies, particularly in sectors like electrical wiring, are facing increased procurement costs due to rising copper prices, which they struggle to pass on to customers, leading to compressed profit margins [16]

近日，粤港澳大湾区主流媒体记者采访团结束了白银之旅。记者们以生动的笔触和镜头全面展示了白银 市在新时代所展现的全新面貌。 白银市的工业发展十分注重创新与研发。白银有色长通电线电缆有限责任公司是西北地区经营历史最久 的集研发、生产、销售于一体的综合性电线电缆企业。近年来，公司建立了以中国工程院李建刚院士及 其团队为核心的超导电缆工程实验室；承担了省、市科技重大专项和科技支撑计划项目十余项；专利拥 有量近百件。公司主导产品为低温超导电缆、微细及超微细电磁线、特种电缆、电力电缆等，主要应用 在国内外重大工程项目上及电子元器件、智能控制等行业。微细及超微细电磁线产品出口日本、印度、 泰国、越南等国家。公司年生产规模达15亿元。 与长通电缆相比，白银时代瑞象新材料科技有限公司则是一家新公司，成立于2022年10月。首期年产2 万吨磷酸锰铁锂正极材料项目刚刚于2025年4月竣工投产，达到全国单体规模产能第一，产品性能处于 行业领先水平。 在农业方面，白银市通过建立新型生产关系，促进新质生产力发展。白银区现代农业科技示范园采 取"园区+公司+农户"模式，以科研机构为支撑，构建现代农业新生态。园区总规划面积达1.5万亩，涵 ...

Core Insights - The first China Cable Industry G100 Entrepreneurs Leaders Summit and the 2025 China Cable Industry High-Quality Development Conference was held in Guangzhou, focusing on transforming the cable industry from "large" to "strong" for high-quality development [1][36] Group 1: Key Themes and Discussions - The event gathered hundreds of influential guests from government, industry associations, research institutions, and leading companies to discuss the future of the cable industry [1][3] - The opening speech by Yu Qungang emphasized the importance of quality as the foundation for enterprises and the urgency of technological innovation to enhance product value and core competitiveness [5] - Wang Yanwen highlighted the cable industry's critical role in supporting national energy strategies and encouraged companies to invest in R&D for new energy and smart grid sectors [7] - Zhang Yong focused on the necessity of industry chain collaboration and digital empowerment, advocating for the use of digital platforms to optimize supply chain management [9] Group 2: Expert Presentations - Luo Junjie discussed the cable industry's mission in promoting high-quality development in the equipment manufacturing sector [11] - Xu Peng provided insights into macroeconomic variables affecting the cable industry and strategic navigation for companies in a complex economic environment [13] - Guo Lingchen addressed compliance challenges faced by enterprises in international markets, offering guidance on risk management [16] - Tang Lin shared practical applications of AI technology in enhancing production efficiency and product quality for cable companies [18] - Liu Bo analyzed the demand and certification standards for cable products in overseas markets, providing strategies for enhancing international competitiveness [20] Group 3: Innovations and Trends - Qi Hongchang presented advancements in high-voltage cable materials and intelligent operation, supporting the industry's green transformation [22] - Ren Yutong discussed automation technology applications in cable production, offering new ideas for improving production efficiency [23] - Yin Hang introduced an intelligent early warning system for cable lines, enhancing reliability and safety in power systems [25] - Li Bin analyzed the new demands for cable products in the construction industry driven by urbanization and new infrastructure [27] Group 4: Awards and Recognition - The conference included an award ceremony recognizing outstanding entrepreneurs and suppliers in the cable industry, highlighting their contributions to industry development [35] - Awards were given to leaders, excellent entrepreneurs, and young talents, showcasing the industry's commitment to innovation and sustainable development [35] Group 5: Conclusion - The successful hosting of the conference reflects the theme of "Gathering Enterprises to Plan for the Future, Quality Leading Towards Tomorrow," emphasizing the industry's collective strength and innovative capacity for high-quality development [36]

Group 1: Tourism and Economic Development - The tourism industry in Baiyin is a key focus, with the Yellow River Stone Forest being a highlight, expecting to receive 34.43 million visitors in 2024, a year-on-year increase of 42.44%, and achieving a tourism revenue of 20.704 billion yuan, a growth of 64.5% [3][4] - The integration of culture and tourism is becoming a new engine for high-quality economic development in the region [3] Group 2: Industrial Innovation and Development - Gansu Kangshili Contact Lens Co., Ltd. is the largest private enterprise in Baiyin, dominating the domestic contact lens market and focusing on technological transformation through R&D innovations [3][4] - Baiyin Nonferrous Changtong Cable Co., Ltd. has established a superconducting cable engineering laboratory and holds nearly 100 patents, with an annual production scale of 1.5 billion yuan, serving major engineering projects domestically and internationally [4][6] - Times Rui Xiang New Material Technology Co., Ltd., established in 2022, focuses on R&D and has invested in a new testing center, with a project for lithium iron phosphate materials expected to reach the largest single production capacity in the country by April 2025 [6] Group 3: Agricultural Development - Baiyin City promotes new production relationships in agriculture, exemplified by the Baiyin District Modern Agricultural Science and Technology Demonstration Park, which covers 15,000 acres and has introduced over 1,500 new varieties [8] - The park has created job opportunities for 13,000 people and trained 4,000 agricultural technicians, receiving recognition as a provincial science popularization education base [8] Group 4: Economic Performance - In the first quarter, Baiyin's GDP reached 18.221 billion yuan, with a year-on-year growth of 6.3%, driven by increases in the primary (6.6%), secondary (10%), and tertiary (3.9%) industries [11]

从铜矿枯竭的忧虑到新兴产业的星火燎原，甘肃白银这座老工业城市，正悄然书写着黄土地上的创新传奇。 6月23日、24日，第六届粤港澳大湾区主流媒体甘肃行活动走进白银市，羊城晚报记者历时两天走访白银市多处产业现场，从洁净的隐形眼镜全自动化车 间、轰鸣的超导电缆生产线，到青烟袅袅的古法砖窑、生机盎然的现代化农业科技示范园，一幅老工业城市"破茧蝶变"的生动图景徐徐展开。 E THE THE 21.00 e production - 12 1118 n f 【 nt an 1977 10 gradia a TTCTST b 3 e n ] 白银的电池新材料产业集群正在加速形成。时代瑞象规划建设年产10万吨锰基正极材料产业基地，该公司相关负责人习先生介绍，首期年产2万吨磷酸锰铁 锂正极材料项目已于今年4月竣工投产，达到全国单体规模产能第一。该公司联合高校及科研机构建立"产学研"平台，上下游产业链方面，与供应商和客户 合作，形成锂电产业集群。 在白银有色长通电线电缆有限责任公司内，技术人员向记者展示了该公司的最新产品，一款直径0.012毫米的超微细电磁线，仅为男性头发丝直径的五分之 一，达到了国内极限制造水平。这家始建于19 ...

金信诺 20250624 摘要 金信诺传统电线电缆业务营收稳定，占比 50%-60%，约 10-12 亿元， 为公司提供坚实基础。高速项目营收快速增长，2024 年达 3.4 亿元， 已与浪潮、华三等厂商合作，并向头部互联网企业送样，预计 2026 年 持续上量，Marvell 的 AI 芯片可能成为新的增长点。 PCB 业务整合常州安泰诺与赣州信丰产能后，亏损显著减少，预计 2025 年订单持续增长，营收有望达 3 亿元。2025-2026 年固定资产折 旧完成，PCB 业务预计迎来拐点，或将显著提升公司盈利能力。 高速项目已成为国内领先企业，主力产品为 PEACE5.0，并预研 6.0 版 本。AI 服务器内部线缆需求显著增长，尤其是 ASIC 服务器，线缆使用 量远超传统服务器，推动整体价格上升，为公司高速线缆业务带来增长 机遇。 新一代 ASIC 服务器对 Kaleyra 数量需求无显著提升，但单品价值更高， 性能从 PCIe 5.0 升级到 6.0，预计 2026 年第三季度大规模应用。英伟 达 GB200 和 GB300 服务器并行存在，散热问题已解决，两者价值量差 异不大。 Q&A 请简要介绍一 ...

Group 1 - The board of Zhongchao Holdings approved the extension of the validity period for the 2023 private placement of shares, proposing to extend it for another 12 months from the date of approval at the 2025 third extraordinary general meeting [1] - The company plans to raise no more than 1.21 billion yuan (approximately 121 million) through the issuance of 380 million shares to no more than 35 institutional investors and domestic individuals, with the net proceeds intended for aerospace engine and gas turbine high-end component manufacturing, advanced high-temperature alloy precision forming technology R&D, and working capital [1] - Since its listing in September 2010, Zhongchao Holdings has developed into a group management enterprise involved in wire and cable, nuclear power, and military equipment through mergers, acquisitions, and investments [1] Group 2 - During the fundraising period, the actual controller of Zhongchao Holdings, Yang Fei, sold shares during a significant price surge, raising concerns about high-level cashing out [2] - Yang Fei sold a total of approximately 7.25 million shares between May 7 and May 27, resulting in cashing out over 30 million yuan (approximately 3 million) [2] - The stock price of Zhongchao Holdings surged from 2.7 yuan per share on April 29 to a peak of 6.82 yuan on June 10, marking a 150% increase within a month, with 13 trading days hitting the upper limit [2]