格隆汇8月22日丨万马股份(002276.SZ)于近期投资者关系活动表示，公司超高压、中压、控制电缆以及 高分子材料等产品均可应用于水电站。公司曾参与多个大型水电站项目，如三峡水电站、广西南宁抽水 蓄能电站、深汕西部水源及供水工程项目、大唐观音岩水电、大唐广西平班水电站等。公司正持续跟进 雅鲁藏布江下游水电工程项目，受益的市场机会主要是电缆材料以及电缆成缆，后续相关进展情况请以 公司披露信息为准。 ...

Core Viewpoint - The company, YuanCheng Co., is focused on the research, production, and sales of electric wires and cables, with a commitment to expanding its business in the data center infrastructure sector [1]. Group 1: Company Overview - YuanCheng Co. reported a stock price of 5.08 yuan as of August 13, 2025, reflecting a decrease of 0.39% from the previous trading day [1]. - The company's main products include power cables, control cables, and fire-resistant cables, which are applicable in new infrastructure projects such as data centers [1]. Group 2: Business Development - The company has indicated its intention to continue expanding its business related to new infrastructure construction, particularly in the data center sector [1]. - Recent communications on the investor interaction platform confirmed that the company's products are suitable for use in data centers [1]. Group 3: Market Activity - On August 13, 2025, the net outflow of main funds was 738.03 million yuan, with a cumulative net outflow of 2,793.33 million yuan over the past five days [1].

格隆汇8月13日丨远程股份(002692.SZ)于投资者互动平台表示，公司的电力电缆、控制电缆、防火电缆 等产品可应用于数据中心领域。公司将继续拓展包括大数据中心在内的新型基础设施建设相关业务，为 经济高质量发展贡献远程力量。 ...

Core Viewpoint - The company has achieved significant breakthroughs in the power market, securing multiple key projects from State Grid and Southern Grid, with a total bid amount exceeding 1.3 billion yuan, showcasing its core competitiveness in the power cable sector [1][2] Group 1: Project Achievements - The company successfully won 15 procurement projects from State Grid, with a total bid amount of 831 million yuan, covering various types of power cables and electrical equipment cables across more than 10 provinces [1] - In the Southern Grid bidding, the company achieved a total bid amount of 509 million yuan, with notable projects including a 428 million yuan bid for distribution network materials [1] Group 2: Competitive Strength - The company has maintained a stable bidding share in State Grid and Southern Grid tenders for several years, reflecting high recognition in product quality, technical strength, and market reputation [2] - The company has established a competitive advantage in the high-voltage cable sector, particularly with its 220kV products, and is advancing the development of 500kV ultra-high voltage cables [2] Group 3: Market Strategy and Future Outlook - The company is actively expanding its market presence, focusing on both domestic core markets and international markets, particularly in Latin America [2] - The recent success in securing over 1.3 billion yuan in projects is attributed to the company's long-term commitment to technological investment, strict quality control, and optimized market strategies [2]