证券代码：301310 证券简称：鑫宏业 公告编号：2025-034 无锡鑫宏业线缆科技股份有限公司 关于子公司完成工商变更登记并换发营业执照的 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、基本情况 无锡鑫宏业线缆科技股份有限公司（以下简称"公司"）将持有的子公司江苏 芯联智能技术研究有限公司（以下简称"芯联智能"）10%的股权转让给无锡市产 业创新研究院有限责任公司并签订相关转让协议，同时变更芯联智能的公司名称、 经营范围、法定代表人及调整组织架构，具体内容详见公司披露于巨潮资讯网 （http://www.cninfo.com.cn）的《关于转让全资子公司部分股权、变更子公司 名称、经营范围、法定代表人及调整组织架构的公告》（公告编号：2025-033）。 近日，芯联智能已完成工商变更登记、工商变更备案手续，并取得无锡市行 政审批局换发的《营业执照》，具体信息如下： 公告 桩销售；民用航空材料销售；航空运营支持服务；通信设备制造；物联网技术服 务；人工智能行业应用系统集成服务；工程和技术研究和试验发展；汽车零部件 研发；金属制品研发；工业机器人销售 ...

证券代码：600869 股票简称：远东股份 编号：临2025-048 远东智慧能源股份有限公司 关于为子公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ●被担保人名称及是否为上市公司关联人：远东电缆有限公司（以下简称"远东电缆"）、新远东电缆有 限公司（以下简称"新远东电缆"），远东电缆、新远东电缆为远东智慧能源股份有限公司（以下简 称"公司"）全资子公司。 ●本次担保金额及已实际为其提供的担保余额：本次为远东电缆、新远东电缆分别提供人民币30,000.00 万元、5,000.00万元的担保。截至本公告披露日，为远东电缆、新远东电缆提供的担保余额分别为人民 币464,981.14万元、173,052.45万元。（本次担保额度在公司相关年度授权担保额度内） ●本次担保无反担保。 ●公司不存在担保逾期的情形。 ●特别风险提示：公司担保总额超过最近一期经审计净资产100%，若被担保人受国家政策、原材料价格 大幅波动或其他不可抗力等原因发生完全或部分无法履约的情况，公司可能存在承担担保金额范围内相 ...

证券代码：600226 证券简称：亨通股份 公告编号：2025-033 浙江亨通控股股份有限公司 重要内容提示： 公司于 2025 年 5 月 23 日收到控股股东亨通集团《关于增持公司股份计划进展暨 权益变动触及 1%整数倍的告知函》。现将本次权益变动情况公告如下： 一、本次权益变动基本情况 ●增持计划基本情况：浙江亨通控股股份有限公司（以下简称"公司"）于 2025 年 4 月 3 日披露了《关于控股股东以自有资金和专项贷款增持公司股份计划的公告》 （公告编号：2025-015），公司控股股东亨通集团有限公司（以下简称"亨通集团"） 拟自该公告披露之日起 12 个月内通过上海证券交易所交易系统以集中竞价方式增持 公司 A 股股份，增持金额不低于人民币 1.5 亿元（含）、不超过人民币 3 亿元（含） （以下简称"本次增持计划"）。 ●本次增持计划的实施进展情况：公司于 2025 年 5 月 23 日收到亨通集团《关于 增持公司股份计划进展暨权益变动触及 1%整数倍的告知函》，截至 2025 年 5 月 23 日，亨通集团通过上海证券交易所交易系统以集中竞价方式已累计增持公司股份 持后，亨通集团持有公司股份 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002300 证券简称：太阳电缆 公告编号：2025-036 福建南平太阳电缆股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ （二） 非经常性损益项目和金额 √适用 □不适用 单位：元 ■ 其他符合非经常性损益定义的损益项目的具体情况 √适用 □不适用 其他符合非经常性损益定义的损益项目系个人所得税手续费返还。 将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 √不适用 公司不存在将《公开 ...

Investment Rating - The report downgrades the investment rating to "Accumulate" due to increased competition impacting profitability [4]. Core Views - The company, Xinhongye (301310.SZ), is a leader in specialty cables, with advanced technologies in robotics, nuclear fusion, and liquid-cooled ultra-fast charging cables [1]. - In 2024, the company achieved a revenue of 2.648 billion yuan, a year-on-year increase of 32.33%, but the net profit attributable to shareholders decreased by 29.61% to 116 million yuan [1]. - The first quarter of 2025 saw a revenue of 755 million yuan, a year-on-year increase of 55.35%, driven primarily by growth in automotive and energy storage businesses [1]. Revenue and Profitability - The revenue from new energy vehicle cables in 2024 was 1.486 billion yuan, up 37.71%, with a gross margin of 13.33%, down 2.38 percentage points from the previous year [2]. - The company’s photovoltaic cable revenue reached 731 million yuan, a 16.88% increase, with a gross margin of 4.4%, down 3.01 percentage points [2]. - Industrial cable revenue grew by 52.88% to 314 million yuan, with a gross margin of 10.39%, down 5.94 percentage points [2]. Technological Advancements - The company is involved in the ITER project, contributing to the development of cables for nuclear fusion equipment, which is expected to enhance performance and contribute to revenue growth [2]. - Xinhongye has developed ultra-flexible cables for humanoid robots, significantly surpassing the dynamic bending life limits of standard industrial robot cables [3]. - The company is focusing on high-end autonomous driving models and megawatt-level ultra-fast charging, becoming a core supplier for companies like BYD and Li Auto [3]. Financial Forecasts - The report predicts a decline in profitability due to intensified competition, with net profit forecasts for 2025, 2026, and 2027 set at 162 million, 221 million, and 289 million yuan respectively [4]. - The projected revenue growth rates for the next few years are 23.09% for 2025, 21.34% for 2026, and 18.25% for 2027 [5]. - The company's price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are estimated at 29, 21, and 16 respectively [5].

Core Viewpoint - The company has provided guarantees for its wholly-owned subsidiaries and has reported no overdue guarantees, indicating a stable financial position and controlled risk exposure [7][21][23]. Financial Data - As of March 31, 2025, the company reported a total asset value of 588,974 million RMB and a net asset value of 343,232 million RMB, which represents 58.28% of the net assets [7][23]. - The company has not experienced any overdue guarantees, reflecting a strong financial management strategy [23]. Subsidiary Information - The company has several wholly-owned subsidiaries, including: - **Copper Ling Precision Enamel Wire Co., Ltd.**: As of December 31, 2024, it had total assets of 347,529.64 million RMB and a net profit of 12,525.26 million RMB [9]. - **Guangdong Precision Enamel Wire Co., Ltd.**: As of December 31, 2024, it had total assets of 214,644.78 million RMB and a net profit of 6,029.02 million RMB [12]. - **Copper Ling Precision New Technology Development Co., Ltd.**: As of December 31, 2024, it had total assets of 85,650.94 million RMB and a net profit of 5,903.46 million RMB [16]. - **Guangdong Precision Special Wire Co., Ltd.**: As of December 31, 2024, it had total assets of 39,348.65 million RMB and a net profit of 3,638.72 million RMB [20]. Guarantee Details - The total guarantee amount provided by the company is 343,232 million RMB, all of which is for its subsidiaries and does not include any overdue guarantees [7][23]. - The board of directors believes that these guarantees are necessary and reasonable for the subsidiaries' operational needs and will not harm the interests of shareholders [21][22].

Core Viewpoint - The company held a successful online performance briefing for the fiscal year 2024, demonstrating effective interaction with investors and addressing various inquiries regarding production, inventory management, and market strategies [1] Group 1: Inventory and Production Management - The company employs a "sales-driven production" model, with the increase in inventory at the end of 2024 being aligned with corresponding orders, resulting in a year-end inventory value of 442 million yuan, a decrease of 38% compared to the previous year [2] - The company is focused on balancing production and inventory management to avoid risks associated with excess inventory [2] Group 2: Shareholder Stability and Governance - The company views the stability of major shareholders as beneficial for stable operations and governance [2] Group 3: Sales and Market Strategy - Sales and production volumes for electric cables and copper processing decreased in 2024 due to insufficient market demand, prompting the company to implement marketing reforms and optimize production and pricing strategies [2] - The company aims to enhance market competitiveness by deepening regional market penetration, expanding distribution networks, and leveraging online platforms for product promotion [2][4] Group 4: Financial Performance and Profitability - The company reported a total operating revenue of 18.34 billion yuan for 2024, indicating growth compared to the previous year, despite a decline in gross margin due to intensified industry competition [3][6] - Future profitability will be driven by continuous product development, improved service offerings, and cost control measures, including lean production and waste reduction [3][5] Group 5: Industry Outlook - The electric cable industry is expected to benefit from increased government investment in power, renewable energy, smart grids, and rail transit, providing strong momentum for growth [7] - The company is actively pursuing opportunities in the submarine cable market and focusing on research and development of specialized cables to meet market demands [4][5] Group 6: Subsidiary Performance and Future Plans - The company is addressing significant losses at its subsidiary in Longyan by obtaining necessary qualifications for national grid products and seeking local government support for project orders [7]

Group 1: Company Performance and Challenges - The subsidiary Sun Cable (Longyan) Co., Ltd. experienced significant losses in 2024, prompting inquiries about future development plans and strategies for turning around its performance [2] - The company's gross profit margin declined due to insufficient market demand and intensified industry competition [4] - As of the end of 2024, the inventory of wire and cable products amounted to 442 million yuan, a decrease of 38% compared to the previous year [4] Group 2: Industry Outlook and Growth Drivers - Increased investments in electricity, renewable energy, smart grids, and rail transit by the government are expected to drive growth in the wire and cable industry [2] - The company aims to enhance profitability through continuous R&D, focusing on high-demand and high-value-added products [4] - The company plans to leverage professional exhibitions and online platforms to expand its market presence, particularly in the specialty cable sector [4] Group 3: Financial Performance of Competitors - Competitors in the wire and cable manufacturing industry reported varying financial performances in 2024, with some companies showing significant revenue growth while others faced declines [3] - For instance, Company A reported a revenue of 444.74 million yuan with a growth rate of 38.92%, while Company B reported a revenue of 415.79 million yuan with a growth rate of 19.82% [3] Group 4: Strategic Initiatives and Market Adaptation - The company is implementing a sales strategy that emphasizes rapid market response and regional market penetration to counteract declining sales and production volumes [5] - Efforts include enhancing the distribution network, targeting large national clients, and expanding online sales channels to increase market coverage [5]

华通线缆（605196）公告，2024年营业收入63.47亿元，同比增长18.32%。归属于上市公司股东的净利 润3.19亿元，同比下降12.29%。公司拟以5.06亿股为基数，向全体股东每10股派发现金股利0.635元(含 税)，共计拟派发现金红利3210.58万元(含税)，约占2024年度归属于上市公司股东净利润的10.05%。 ...

公司紧紧围绕新时代高质量发展要求，把握国家建设海洋强国、 东方电缆: 东方电缆关于开展2025年度原材料期货 套期保值业务的公告 证券代码：603606 证券简称：东方电缆 公告编号：2025-016 宁波东方电缆股份有限公司 关于开展2025年度原材料期货套期保值业务的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 宁波东方电缆股份有限公司（以下简称"公司"）于 2025 年 3 月 度原材料期货套期保值业务的议案》，同意公司根据《上海证券交易所 股票上市规则》等相关法律法规及公司《商品期货套期保值业务管理制 度》的规定，在 2025 年继续开展铜和铅商品的期货套期保值业务，具 体情况如下： 一、套期保值的目的和必要性 一是期货市场发生系统性风险；二是期货产品价格预测发生方向性 错误；三是期货价格与现货价格走势背离等带来风险。 监管机构对期货市场相关规定、政策等进行修改，导致期货市场的 法律法规等政策发生重大变化，并引起市场波动或无法交易，从而带来 一定的风险。 如果合约活跃度较低，导致套期保值持仓无法在合适的价位成交 ...