1月26日，广东省第十四届人民代表大会第五次会议开幕，2026年广东省政府工作报告"出炉"。备受瞩 目的是，"广货行天下"首次被写入报告，释放出广东全力塑造"美好生活、广东制造"品牌形象，推动粤 品粤造走向全国、迈向世界的强烈信号，也毫无悬念地成为今年省两会的焦点话题。 两会期间，南都N视频记者专访省人大代表、揭阳市揭西县委书记陈晓青，围绕构建现代化产业体系、 壮大县域经济等议题，他详细阐述了当地产业发展方向、县域经济面临的主要挑战及破解路径。 南都N视频记者：县域经济是广东实施"百千万工程"、推动城乡区域协调发展的重要一环。在壮大县域 经济方面，揭西县接下来打算重点破解哪些难题？ 陈晓青：下来重点破解三方面难题：一是着力破解产业规模不大、链条较短的难题。我们将坚持以实体 经济为本、制造业当家，推动工业、农业、文旅三大产业扩总量、优结构、提质效。工业发展上，将持 续推进揭西县产业园扩园提质，全面完成园区开发边界内3000亩土地开发建设，着力培育广东程通电线 电缆厂有限公司等产值能尽快突破10亿元的龙头企业，真正释放"千亩百亿"产业集聚区支撑带动作用。 农业发展上，将推动农业由"分散"向"集约"转型，依托茶叶、 ...

Group 1 - The company, Xin Ya Cable (001382), currently has its direct customers concentrated in the domestic market and does not export directly to overseas markets [1] - The company is continuously monitoring the development trends in the wire and cable industry and is actively seeking market opportunities [1]

Core Viewpoint - The company, Shangwei Co., Ltd. (603333.SH), has announced a projected net loss for the fiscal year 2025, estimating a loss between 40 million to 60 million yuan, indicating a significant decline compared to the previous year [1] Financial Performance - The company expects to achieve an operating revenue of 1.4 billion yuan in 2025, which represents a year-on-year decrease of approximately 18% [1] - The total profit is also anticipated to decrease in line with the drop in sales revenue [1] External Factors - The projected losses are attributed to external macroeconomic conditions and intensified industry competition [1] - Additionally, challenges arising from changes in company control are expected to impact performance during the reporting period [1]

尚纬股份公告称，预计2025年度实现营收14亿元，同比下降约18%；归属于上市公司股东的净利润 为-4000万元到-6000万元，上年同期为1634.29万元；扣非净利润为-4200万元到-6300万元，上年同期为 865.77万元。业绩预亏一是因外部宏观经济、行业竞争及控制权变动，销售收入下降；二是拟对资产计 提减值准备和报废，预计减少利润总额约1821万元。 ...

Group 1 - Huatong Cable's stock increased by 5.44%, reaching 44.18 CNY per share, with a trading volume of 536 million CNY and a turnover rate of 2.49%, resulting in a total market capitalization of 22.576 billion CNY [1] - Huatong Cable, established on June 21, 2002, and listed on May 11, 2021, primarily engages in the research, production, and sales of electrical wires and cables, with main business revenue composition being 87.20% from electrical wires and cables, 9.73% from continuous pipes and operating devices, and 3.07% from other sources [1] Group 2 - Green Fund holds a significant position in Huatong Cable, with the Green Boyuan Flexible Allocation A Fund (004942) owning 9,800 shares, accounting for 1.56% of the fund's net value, making it the eighth largest holding [2] - The Green Boyuan Flexible Allocation A Fund, established on February 6, 2018, has a current size of 1.9418 million CNY, with a year-to-date return of 4.79% and a one-year return of 24.71%, ranking 4929 out of 8126 in its category [2]

Core Viewpoint - New Asia Cable experienced a decline in stock price and trading volume, with significant changes in financing activities and shareholder structure [1][2]. Group 1: Stock Performance and Financing - On January 27, New Asia Cable's stock fell by 0.80%, with a trading volume of 87.29 million yuan [1]. - The financing buy-in amount for New Asia Cable on the same day was 7.46 million yuan, while the financing repayment was 7.61 million yuan, resulting in a net financing outflow of 0.15 million yuan [1]. - As of January 27, the total financing and securities lending balance for New Asia Cable was 77.37 million yuan, with a financing balance of 77.16 million yuan, accounting for 5.88% of the circulating market value [1]. Group 2: Company Financials - For the period from January to September 2025, New Asia Cable reported a revenue of 2.26 billion yuan, reflecting a year-on-year growth of 10.05% [2]. - The net profit attributable to the parent company for the same period was 77.18 million yuan, showing a year-on-year decrease of 14.56% [2]. - The company has distributed a total of 103 million yuan in dividends since its A-share listing [2]. Group 3: Shareholder Structure - As of September 30, 2025, New Asia Cable had 25,800 shareholders, a decrease of 22.76% compared to the previous period [2]. - The average number of circulating shares per shareholder increased by 33.47% to 2,407 shares [2]. - Hong Kong Central Clearing Limited was the largest circulating shareholder, holding 713,500 shares, an increase of 289,200 shares from the previous period [2].

Group 1 - The company expects a positive net profit for the fiscal year 2025, indicating a turnaround from previous losses [2] - The performance forecast period is from January 1, 2025, to December 31, 2025 [1] - The preliminary financial data has not been audited by the accounting firm, but there are no significant disagreements between the company and the auditors [2] Group 2 - The increase in operating income is attributed to capacity enhancement through technological upgrades [3] - The company has optimized its product structure, leading to an improvement in gross profit margin [3] - There has been a reduction in the provision for bad debts due to improved management of accounts receivable [3] Group 3 - Detailed financial data will be disclosed in the annual report for 2025 [4] - The announcement was made by the company's board of directors on January 28, 2026 [6]

Core Viewpoint - The company, YuanCheng Co., Ltd. (002692), specializes in manufacturing power cables and related products, which are utilized in various significant projects across multiple industries [1] Group 1: Company Products - The main products of the company include power cables rated at 500kV and below, special cables, bare conductors, and electrical equipment wires and cables [1] - These products are widely applied in critical sectors such as the national grid, nuclear power plants, smart equipment, rail transportation, petrochemicals, digital communications, renewable energy, and urban utility tunnels [1]

Group 1 - The core viewpoint of the article is that Moen Electric (002451.SZ) clarified that its specialty cable products are not core components of lithography machines [1] Group 2 - The company made this statement in response to inquiries on its investor interaction platform [1]

Core Viewpoint - The State Administration for Market Regulation (SAMR) is intensifying efforts to combat "involution" in competition by announcing ten major cases that highlight its commitment to maintaining fair market order and addressing various forms of unfair competition [2][4]. Group 1: Overview of Major Cases - The ten major cases cover a wide range of sectors, from traditional manufacturing to platform economies, and involve various stages from product manufacturing to certification services [4]. - The cases aim to demonstrate the effectiveness of enforcement actions and to guide industries towards healthy and sustainable development [4]. Group 2: Specific Cases - Case 1: "Putian Comes" chain enterprise was penalized for infringing trademark rights, dismantling a large-scale counterfeit network to curb low-price malicious competition [5]. - Case 2: Shenzhen Romoss Technology Co., Ltd. was fined for violating mandatory product certification regulations and false advertising, sending a clear regulatory signal for industry health [5]. - Case 3: A monopoly agreement involving four companies in the sodium dexamethasone raw material market resulted in a total fine of 362 million yuan, enhancing antitrust enforcement [5]. - Case 4: The merger between China Petroleum Group and CATL was approved to promote innovation and escape homogeneous competition [5]. - Case 5: Shanxi Laoge Trading Co., Ltd. faced penalties for false advertising and price fraud through live streaming, with fines totaling 5.6 million yuan [5]. Group 3: Regulatory Focus and Future Actions - The SAMR emphasizes a "zero tolerance" approach towards infringement, quality violations, and monopoly agreements, showcasing strong regulatory constraints [7]. - Future actions will focus on maintaining high-pressure enforcement, improving long-term regulatory mechanisms, and promoting a market order characterized by quality and fair pricing [7][29]. - The SAMR will continue to address the complexities of "involution" in various industries, aiming for targeted governance and effective law enforcement [7].