长江商报消息 ●长江商报记者 潘瑞冬 通达股份（002560.SZ）再获国家电网订单。 12月24日晚间，通达股份发布公告称，公司预中标国家电网有限公司采购项目，预中标物资总价值共计 1.54亿元，约占公司2024年度营业总收入的2.48%。 公告发布次日，公司股价应声涨停，近一年其股价累计涨幅约56%。长江商报记者注意到，通达股份 2025年以来频频预中标国家电网订单，粗略计算总额达9.25亿元。 业绩方面，2025年以来公司盈利能力强劲，前三季度，公司的归母净利润和扣非净利润分别为1.32亿 元、1.29亿元，创历史新高，同比增长83.29%、98.63%。 年内预中标9.25亿国网订单 3月6日，通达股份公告，成为国家电网有限公司2025年第一批采购（输变电项目第一次线路装置性材料 招标采购）包2、包24、包49推荐的中标候选人，中标物资均为导地线，中标物资总价值为1.16亿元。 3月5日，通达股份公告，公司为国家电网有限公司2025年第二批采购（特高压项目第一次材料招标采 购）包14推荐的中标候选人，中标物资为导地线。据公司测算，上述中标物资总价值共计1.39亿元，约 占公司2023年度营业总收入的2 ...

每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 张明双） 2025年1至6月份，鑫宏业的营业收入构成为：新能源汽车线缆占比56.21%，光伏线缆占比24.5%，工业 线缆占比13.54%，其他占比4.18%，其他业务占比1.57%。 截至发稿，鑫宏业市值为60亿元。 每经AI快讯，鑫宏业（SZ 301310，收盘价：44.14元）12月18日晚间发布公告称，公司第三届第一次董 事会会议于2025年12月18日在公司会议室召开。会议审议了《关于聘任公司董事会秘书的议案》等文 件。 ...

Group 1 - The company Xin Hong Ye (SZ 301310) announced on October 27 that it will make a provision for credit and asset impairment of approximately 16.18 million yuan, which will reduce the total profit for the first three quarters of 2025 by the same amount [1] - As of the report, Xin Hong Ye's market capitalization is 5.9 billion yuan [1] - For the first half of 2025, the revenue composition of Xin Hong Ye is as follows: 56.21% from new energy vehicle cables, 24.5% from photovoltaic cables, 13.54% from industrial cables, 4.18% from other sources, and 1.57% from other businesses [1]

Core Viewpoint - Xin Hongye's stock price has shown significant growth this year, with a 77.23% increase, despite a slight decline in the last five trading days [2] Group 1: Stock Performance - As of October 27, Xin Hongye's stock price rose by 2.07% to 44.31 CNY per share, with a trading volume of 56.19 million CNY and a turnover rate of 2.56% [1] - Year-to-date, the stock has increased by 77.23%, with a 0.67% decline over the last five trading days, a 9.76% increase over the last 20 days, and an 11.05% increase over the last 60 days [2] Group 2: Company Overview - Xin Hongye, established on February 13, 2004, is located in Wuxi, Jiangsu Province, and was listed on June 2, 2023 [2] - The company specializes in the research, production, and sales of special cables, including photovoltaic cables, new energy vehicle cables, and industrial cables [2] - The revenue composition is as follows: new energy vehicle cables 56.21%, photovoltaic cables 24.50%, industrial cables 13.54%, and other business segments 4.18% [2] Group 3: Financial Performance - For the first half of 2025, Xin Hongye achieved a revenue of 1.615 billion CNY, representing a year-on-year growth of 55.40%, while the net profit attributable to shareholders decreased by 13.72% to 55.83 million CNY [2] - Since its A-share listing, the company has distributed a total of 219 million CNY in dividends [3] Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders was 13,000, a decrease of 0.83% from the previous period, with an average of 3,819 circulating shares per person, an increase of 0.84% [2] - Among the top ten circulating shareholders, Yongying Advanced Manufacturing Smart Selection Mixed Fund (018124) is the second-largest shareholder, holding 3.1481 million shares as a new investor [3]

Core Insights - Shared manufacturing in Hebei is enabling small and medium-sized enterprises (SMEs) to utilize advanced production equipment without the need for building their own production lines, thus reducing costs and enhancing efficiency [2][3][4] Group 1: Manufacturing Capability Sharing - The establishment of shared manufacturing factories, such as the Baichuan Robot Shared Manufacturing Factory, allows SMEs to access advanced equipment and reduce financial burdens associated with production [3][4] - The Baichuan factory can produce 3,000 robot units annually and has helped SMEs improve production efficiency by over 10% and reduce unit product costs by more than 8% [3] - The introduction of shared irradiation facilities, like the Ouda Irradiation Center, has enabled local companies to save significant costs and improve delivery times for photovoltaic cable production [5][6] Group 2: Service Capability Sharing - The formation of a centralized procurement company in Ningjin County has allowed SMEs to reduce raw material costs by approximately 100 yuan per ton, leading to a total reduction of 56 million yuan in raw material costs for the local cable industry [7][8] - Shared services extend beyond raw material procurement to include product sales and marketing support, enhancing overall operational efficiency for SMEs [8] Group 3: Innovation Capability Sharing - The establishment of shared laboratories, such as the one in the Linxi County bearing industry, provides SMEs with access to high-quality testing and research services, facilitating innovation and product development [11][12] - Collaborative efforts between SMEs and research institutions have led to significant advancements in technology and product quality, with numerous patents and successful technology transfers reported [13][14] - The integration of research and production capabilities through shared facilities is seen as a key driver for transforming the industry and enhancing competitiveness [11][15]

Core Insights - Xin Hongye experienced a decline of 1.45% on September 23, with a trading volume of 51.89 million yuan [1] - The company reported a financing net buy of -1.46 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of September 23, the total financing and securities lending balance for Xin Hongye was 119 million yuan, representing 4.23% of its circulating market value, which is above the 80th percentile of the past year [1] Financing and Securities Lending - On September 23, Xin Hongye had a financing purchase of 3.92 million yuan, with a current financing balance of 119 million yuan [1] - The securities lending data showed no shares were repaid or sold on that day, indicating a low level of activity in this area [1] - The securities lending balance was recorded at 0 shares, which is below the 50th percentile of the past year, indicating a low position [1] Company Overview - Xin Hongye Cable Technology Co., Ltd. was established on February 13, 2004, and went public on June 2, 2023 [1] - The company specializes in the research, production, and sales of special cables, including photovoltaic cables, new energy vehicle cables, and industrial cables [1] - The revenue composition is as follows: new energy vehicle cables 56.21%, photovoltaic cables 24.50%, industrial cables 13.54%, and other business segments 5.75% combined [1] Financial Performance - As of June 30, 2025, Xin Hongye reported a total revenue of 1.615 billion yuan, reflecting a year-on-year growth of 55.40% [2] - The net profit attributable to the parent company was 55.83 million yuan, showing a year-on-year decrease of 13.72% [2] - The number of shareholders decreased by 0.83% to 13,000, while the average circulating shares per person increased by 0.84% to 3,819 shares [2] Shareholder and Dividend Information - Since its A-share listing, Xin Hongye has distributed a total of 219 million yuan in dividends [3] - As of June 30, 2025, the second-largest circulating shareholder is Yongying Advanced Manufacturing Intelligent Selection Mixed Fund, holding 3.1481 million shares as a new shareholder [3]

Core Insights - The company has achieved a significant breakthrough by successfully delivering the core supporting PIC cables for the ITER project, marking an important milestone in the specialty cable sector [1] - The company focuses on high-value segments within the trillion-level cable market, emphasizing its commitment to "small batch, multiple varieties" of specialty cables [1][2] - The company is expanding into high-tech fields such as nuclear power cables, high-speed communication cables, and cables for humanoid robots [1][4] Electric Vehicle Market - The company has established itself as a key supplier of high-voltage cables for electric vehicles, which require superior performance characteristics compared to traditional automotive cables [2] - The company has formed long-term partnerships with major automotive manufacturers, including BYD, Geely, and NIO, to supply high-pressure cables [2] - The competitive landscape for electric vehicle cables is intensifying, with the company focusing on liquid-cooled ultra-fast charging, high-speed communication connections, and commercial vehicles as key growth areas [2][3] Specialty Cable Development - The company is actively developing new products in response to national strategic needs and market demands, with a focus on nuclear power and high-performance communication cables [3][4] - The company has a unique position in the nuclear power sector, being the only private enterprise in China with qualifications for both cable and electrical penetrations [3][4] Technological Advancements - The company has made significant advancements in radiation-resistant technology for cables used in the ITER project, achieving all core indicators in third-party testing [4] - The company is leveraging its expertise in specialty cables to expand into emerging sectors such as humanoid robots and low-altitude economy, developing ultra-flexible cables that meet stringent requirements [4][6] Market Strategy - The company emphasizes the importance of early investment in R&D while being patient for market maturity, recognizing that timing is crucial for successful commercialization [5] - The company adopts a differentiated strategy to navigate the competitive landscape, focusing on technology and service quality rather than engaging in price wars [5][6] - The company identifies nuclear power, rail transportation, and humanoid robots as blue ocean markets with lower price sensitivity and higher quality expectations [6] Mergers and Acquisitions - The company has successfully integrated Jiangsu Huaguang, enhancing its capabilities in the nuclear power sector through capital injection and management optimization [6] - The company plans to acquire control of Yangzhou Shuguang Optoelectronics, which will help broaden its business scope and create synergies with its specialty cable operations [7]

Core Viewpoint - Xin Hongye has achieved a significant breakthrough in the special cable sector by successfully delivering the core supporting PIC cables for the ITER project, indicating its strong position in the high-value cable market [1] Group 1: Business Focus and Market Position - Xin Hongye focuses on high-value segments within the trillion-level cable market, emphasizing "small batch, multiple varieties" of special cables [1] - The company has established itself as a leader in various industries, including new energy vehicles, charging piles, photovoltaics, energy storage, and industrial control [1][2] - Xin Hongye has entered the supply chains of major automotive manufacturers, including BYD, Geely, SAIC, and NIO, maintaining long-term stable partnerships [2] Group 2: Technological Advancements - The company has developed a megawatt-level ultra-fast charging cable with a current density exceeding 30A/mm², significantly improving charging efficiency [3] - A joint venture with ACOME aims to provide high-performance, reliable high-speed data communication cables to meet the growing signal transmission demands of smart connected vehicles [3] Group 3: Strategic Development and Investment - Xin Hongye plans to raise funds for the research and industrialization of new projects, including super-conductive cables and next-generation nuclear power station cables [4] - The company has a unique position in the nuclear power sector, holding dual qualifications for nuclear-grade products and has been involved in the ITER project for three years [4] Group 4: Market Expansion and Innovation - Xin Hongye is expanding into emerging markets such as humanoid robots and low-altitude flying vehicles, leveraging its technical expertise in special cables [5] - The company has developed ultra-flexible cable products tailored for humanoid robots, significantly enhancing performance in dynamic bending and environmental resistance [5] Group 5: Sustainable Growth and Competitive Strategy - Xin Hongye emphasizes early R&D investment and market anticipation to capitalize on emerging opportunities, as seen with its early focus on electric vehicle cables [6] - The company adopts a differentiated strategy to avoid price wars in saturated markets, focusing instead on technology and service quality [6][7] - The company is actively pursuing mergers and acquisitions to enhance its capabilities and expand its market presence, as demonstrated by its acquisition of Jiangsu Huaguang [7][8]

Group 1 - The company Xin Hong Ye (SZ 301310) announced a board meeting on September 5, 2025, to review the report on the simplified procedure for issuing stocks to specific targets for the year 2025 [1] - For the first half of 2025, Xin Hong Ye's revenue composition was as follows: 56.21% from new energy vehicle cables, 24.5% from photovoltaic cables, 13.54% from industrial cables, 4.18% from other businesses, and 1.57% from miscellaneous [1] - As of the report date, Xin Hong Ye's market capitalization was 5.4 billion yuan [1]

Group 1 - The core viewpoint of the news is the performance and financial status of Xin Hongye Cable Technology Co., Ltd., which has seen a decline in stock price and trading volume [1] - As of the report date, Xin Hongye's stock price dropped by 5% to 38.73 CNY per share, with a trading volume of 1.09 billion CNY and a turnover rate of 5.48%, resulting in a total market capitalization of 5.289 billion CNY [1] - The company's main business includes the research, production, and sales of special cables, with revenue composition as follows: 56.13% from new energy vehicle cables, 27.60% from photovoltaic cables, 11.85% from industrial cables, and 3.06% from other sources [1] Group 2 - From the perspective of major circulating shareholders, Yongying Fund has entered the top ten shareholders of Xin Hongye, holding 3.1481 million shares, which is 6.34% of the circulating shares [2] - The fund, Yongying Advanced Manufacturing Smart Selection Mixed Fund A (018124), was established on May 4, 2023, with a latest scale of 2.976 billion CNY and has achieved a return of 78.68% this year, ranking 131 out of 8180 in its category [2] - The fund manager, Zhang Lu, has a tenure of 6 years and has managed assets totaling 15.413 billion CNY, with the best fund return during the tenure being 125.99% [3]