扬子晚报网12月5日讯(记者范晓林)今天是周五，昨天高乐股份（002348）4连板，太阳电缆（002300）、安记食品（603696）3连板，睿能科技 （603933）6天5板，航天机电（600151）5天3板。市场探底回升，创业板指涨超1%，早盘一度跌超0.5%。沪深两市成交额1.55万亿，较上一个交易日缩 量1210亿。板块方面，机器人、商业航天等板块涨幅居前。马斯克在社交平台X转发特斯拉擎天柱(Optimus)团队发布的一段"擎天柱"人形机器人跑步的短 视频。受此利好提振下，机器人概念全天表现强势，恒而达（300946）、海昌新材（300885）、睿能科技等多股涨停。 A.利好精选 | 新股名称 昂瑞微 | 申购日期 2025-12-05 | | --- | --- | | 申购代码 787790 | 上市地点 上海证券交易所 | | 发行价格 83.06 | 所属板块 模拟芯片设计 | | ■ 厨房日 | 中签公布 2025-12-09 | 3连板太阳电缆：第三大股东象屿集团及其一致行动人拟合计减持不超3%股份 太阳电缆(002300.SZ)公告称，持股5%以上股东象屿集团及其一致行动人博创15号计划 ...

Group 1: Company Announcements - Chongqing Water intends to acquire wastewater treatment projects for a total of 255 million yuan, including assets and related debts from three wastewater treatment plant expansion projects [1] - Beijiete plans to acquire controlling interest in Yunnan Wenye Nonferrous Metals Co., Ltd. through a share acquisition agreement [2] - Suhao Huihong is set to conduct an asset swap with its controlling shareholder, Suhao Holdings, involving the transfer of a 2.33% stake in Zijin Property Insurance for 262 million yuan [3] Group 2: Shareholding Changes - Sun Cable's major shareholder, Xiamen Xiangyu Group, and its concerted parties plan to reduce their holdings by up to 3%, totaling no more than 21.67 million shares [4] - Haike Xinyuan's shareholder, a strategic asset management plan, intends to reduce its stake by up to 2.50%, equating to 557.41 million shares [5] - Dongwang Times' shareholder, Dongyang Xinling Technology Co., Ltd., plans to reduce its holdings by up to 1.20%, amounting to 10.13 million shares [6] Group 3: Fundraising and Dividend Distribution - Meilixin plans to raise no more than 1.2 billion yuan through a private placement to fund semiconductor equipment projects and supplement working capital [7] - China Construction Bank has approved a cash dividend distribution of approximately 48.605 billion yuan for the first half of 2025, with a per-share dividend of 0.1858 yuan [8]

二级市场上，12月2日—4日，太阳电缆接连斩获3个涨停板。截至12月4日收盘，太阳电缆报涨停价9.42 元/股，总市值约68.04亿元。 北京商报讯（记者 马换换 李佳雪）在二级市场接连斩获三个涨停板的太阳电缆（002300），12月4日晚 间披露公告称，公司持股5%以上股东厦门象屿集团有限公司（以下简称"象屿集团"）及其一致行动人 博创15号计划自公告披露之日起15个交易日后的3个月内，以集中竞价、大宗交易方式减持公司股份不 超过2167万股(占公司总股本比例3%)。其中，通过集中竞价交易方式减持股份总数不超过公司总股本的 1%。本次拟减持的原因为股东自身经营需要。 公告显示，截至目前，象屿集团持有太阳电缆股份1.01亿股，占公司股份总数的14.04%；一致行动人博 创15号持有公司股份1199万股，占公司股份总数的1.66%。上述股份合计约1.13亿股，占公司股份总数 的15.7%。 ...

智通财经APP讯，太阳电缆(002300.SZ)发布公告，公司持股5%以上股东厦门象屿集团有限公司(以下简 称"象屿集团")及其一致行动人博时资本-厦门象屿集团有限公司-博时资本博创15号单一资产管理计划 (以下简称"博创15号")计划自本公告披露之日起15个交易日后的3个月内，以集中竞价、大宗交易方式 减持公司股份不超过2167万股(占公司总股本比例3%)。 ...

太阳电缆(002300.SZ)公告称，持股5%以上股东厦门象屿集团有限公司及其一致行动人博时资本博创15 号单一资产管理计划计划自公告披露之日起15个交易日后的3个月内，以集中竞价和大宗交易方式减持 公司股份不超过2,167.00万股，占公司总股本比例3%。减持原因为股东自身经营需要。 ...

近日该股表现 日期当日涨跌幅(%)换手率(%)主力资金净流入(万元) 太阳电缆盘中涨停，已连收3个涨停板，截至9:25，该股报9.42元，换手率0.48%，成交量346.46万股， 成交金额3263.67万元，涨停板封单金额为3.70亿元。连续涨停期间，该股累计上涨33.24%，累计换手 率为13.62%。最新A股总市值达68.04亿元，A股流通市值68.04亿元。 证券时报·数据宝统计，两融数据来看，该股最新(12月3日)两融余额为1.58亿元，其中，融资余额1.58亿 元，较前一个交易日增加1509.21万元，环比增长10.56%，近3日累计增加1030.89万元，环比增长 6.98%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净卖出1088.86万元，营业部席位合计净买入1.41亿元。 据天眼查APP显示，福建南平太阳电缆股份有限公司成立于1994年07月11日，注册资本72233.37万人民 币。 2025.11.20 -1.98 6.27 -2997.63 2025.11.26 -2.00 4.64 -1415.29 2025.11.25 ...

Group 1: Market Performance - The Shanghai Composite Index fell by 0.55%, the Shenzhen Component Index dropped by 0.77%, and the ChiNext Index decreased by 0.88% during the morning session [1][8] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 10,560 billion, a decrease of 1,807 billion compared to the previous day [1][8] - Over 3,900 stocks in the market experienced declines, with sectors such as energy metals, gaming, education, battery materials, rare earth permanent magnets, and film and television showing significant losses [1][8] Group 2: Sector Highlights - The pharmaceutical commercial sector, along with local stocks from Fujian, Hainan Free Trade Zone, tourism and hotels, AI mobile phones, real estate, and coal mining, saw notable gains [1][8] - AI mobile phone concept stocks remained active, with companies like Daoming Optics achieving a four-day consecutive rise and Furong Technology securing two consecutive gains [1][8] - Fujian local stocks continued to rise in the afternoon, with Dongbai Group hitting the daily limit, and several other stocks such as Zhaobiao Co., Pingtan Development, and Hai Xin Food also reaching their limits [3][8] Group 3: Policy Developments - The Fujian provincial government announced 12 new policies aimed at enhancing trade and cultural exchanges with Taiwan, including support for Taiwanese enterprises and optimizing tax services for Taiwanese businesses [7][14] - The launch of China's drug price registration system is set for December 2, 2025, allowing domestic and foreign pharmaceutical companies to independently declare drug prices, promoting transparency and global market integration [4][11] Group 4: International Relations - Two Japanese organizations have requested to visit China, reflecting concerns over recent remarks by Japanese Prime Minister Suga regarding Taiwan, which have strained Sino-Japanese relations [2][10] - The Chinese Coast Guard has taken measures to drive away a Japanese fishing vessel that illegally entered the waters around the Diaoyu Islands, emphasizing China's stance on territorial sovereignty [5][12]

格隆汇12月1日丨中超控股(002471.SZ)公布，近期，国家电网公司及其他单位发布了中标结果公告，江 苏中超控股股份有限公司全资子公司无锡市明珠电缆有限公司（简称"明珠电缆"）、江苏中超电缆股份 有限公司（简称"中超电缆"）、江苏长峰电缆有限公司（简称"长峰电缆"）、江苏远方电缆厂有限公司 （简称"远方电缆"）为中标人，本次中标金额共计131,844.86万元，中标金额占公司2024年度经审计营 业总收入的23.97%。本公司上述中标全资子公司与招标公司之间不存在关联关系。上述项目的实施不 影响公司业务的独立性，其将对公司经营业绩产生较为积极的影响。 ...

截至发稿，中超控股市值为57亿元。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 （记者 曾健辉） 每经AI快讯，中超控股（SZ 002471，收盘价：4.17元）11月28日晚间发布公告称，本次担保后，公司 及其全资子公司、控股子公司、控股孙公司审议的对外担保额度约为25.53亿元，占2024年末经审计归 属于母公司净资产的148.72%，实际履行担保总额约为16.27亿元；公司对全资子公司、控股子公司、控 股孙公司审议的对外担保额度约为24.62亿元，占2024年末经审计归属于母公司净资产的143.43%，实际 履行担保总额约为15.62亿元，占2024年末经审计归属于母公司净资产的91.01%。 2025年1至6月份，中超控股的营业收入构成为：电缆行业占比98.77%，其他占比0.91%，电缆配件行业 占比0.32%。 ...

Core Insights - Wind energy stands out among renewable energy sources due to its economic viability, rapid development, and strong commercialization potential [1][4] - The demand for wind energy cables is increasing significantly due to advancements in wind power technology, making it a rising star in the cable industry [1][6] - The market size of China's wind energy cable industry is projected to reach 47.4 billion yuan in 2024, representing a year-on-year increase of 41.0% [1][7] - The growth of the wind power sector is expected to drive further investments in offshore wind power, leading to increased demand for wind energy cables [1][7] Wind Energy Cable Industry Overview - Wind energy cables are designed for the unique environments of wind power generation systems, featuring high-pressure current capacity, high-temperature resistance, and durability against environmental factors [3][6] - The cables are categorized into onshore and offshore types, with specific requirements for each based on their application [3][6] Industry Development Background - The Chinese government has prioritized the development of renewable energy, particularly in wind energy, as outlined in various policy documents [4][5] - The increasing demand for wind energy cables is driven by the growth of wind power projects and advancements in technology [4][5] Industry Chain - The wind energy cable industry consists of upstream raw materials (copper, aluminum, polyethylene, PVC), midstream manufacturing, and downstream wind power applications [5][6] Current Industry Status - The cumulative installed capacity of wind power in China reached 580 million kilowatts by September 2025, with a year-on-year growth of 21.3% [6] - Wind energy cables play a crucial role in connecting various components of wind power systems and transmitting generated electricity to the grid [6][7] Competitive Landscape - The wind energy cable market has traditionally been dominated by established companies from Europe, the US, Japan, and South Korea, but Chinese companies are rapidly gaining market share [7][8] - Key domestic players include Zhongtian Technology, Hengtong Optic-Electric, and Oriental Cable, with notable advancements in technology and market presence [7][8] Industry Development Trends - The wind energy cable industry is expected to evolve towards higher performance, efficiency, and smart technology applications [11][12] - The market size is anticipated to continue growing rapidly due to increasing global emphasis on renewable energy and offshore wind power development [11][12] - Companies are likely to expand into overseas markets, leveraging technological advancements and addressing global demand gaps [12]