每经记者｜蔡鼎 持股5%以上股东福建亿力集团有限公司(以下简称"亿力集团")上月中旬刚减持近800万股，半个多月 后，太阳电缆(002300.SZ，股价9.42元，市值68.04亿元)另一持股5%以上股东又抛出一份大额减持计 划。 12月4日晚间，"三连板"太阳电缆公告称，因"自身经营需要"，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2025年12月26日至2026年3月25日，以集中竞价和大宗交易方式减持 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%。 两持股5%以上股东先后抛减持计划 公告显示，截至目前，象屿集团持有太阳电缆约1.01亿股，占公司股份总数的14.04%；一致行动人博创 15号持有太阳电缆1199万股，占公司股份总数的1.66%。合计持股约1.13亿股，占公司股份总数的 15.7%。其中，首发前股份约1.08亿股(经多次转增及送股后)。 象屿集团所持股份的来源包括公司IPO前已持有的股份，以及通 ...

持股5%以上股东福建亿力集团有限公司(以下简称"亿力集团")上月中旬刚减持近800万股，半个多月 后，太阳电缆（002300）(002300.SZ，股价9.42元，市值68.04亿元)另一持股5%以上股东又抛出一份大 额减持计划。 就在上月中旬，太阳电缆刚发布5%以上股东亿力集团减持触及1%整数倍的公告。11月13日，亿力集团 通过集中竞价和大宗交易方式累计减持公司股份约797.34万股，占公司总股本的1.1%。不过，据太阳电 缆10月中旬披露的减持计划，亿力集团减持计划上限也是不超3%公司股份，因此其减持计划仍在进行 当中。公司股价刚收获"三连板" 记者注意到，太阳电缆是近期A股市场的焦点个股之一。12月2日—12月4日，太阳电缆股价收获"三连 板"，三个交易日累计上涨33.24%。12月4日，太阳电缆甚至走出"一字板"，全天涨停板上成交1.42亿 元，截至收盘仍有超过2亿元的封单。 值得注意的是，"连板"期间，太阳电缆总计成交8.945亿元，换手率15.22%，而其所处的板块涨跌幅 为-2.02%，大盘涨跌幅为-1.06%。 12月4日晚间，"三连板"太阳电缆公告称，因"自身经营需要"，持股5%以上股东厦 ...

Core Insights - The nuclear power cable industry is crucial for the safe and stable operation of nuclear power plants, designed to meet extreme performance requirements such as high temperature resistance, radiation resistance, and low smoke halogen-free flame retardancy [1][6][3] - China's nuclear power sector is a key support for energy structure transformation and achieving carbon neutrality goals, with a national strategy focused on the "active, safe, and orderly development of nuclear power" [1][6] - The industry is entering a high prosperity cycle driven by policies, market demand, and technological advancements, with a significant market expansion expected [1][9] Industry Overview - Nuclear power cables are specifically designed for the unique environments of nuclear power plants, requiring high insulation, temperature, radiation, and corrosion resistance [2][3] - The cables play a core role in power transmission, signal control, and system safety, making them essential components for stable power system operation [2][6] Policy Environment - The Chinese government has set ambitious targets for nuclear power capacity, aiming for 70 million kilowatts by 2025 and 131 million kilowatts by 2030, with ongoing approvals for advanced reactor projects [6][9] - Recent policies have been introduced to support the nuclear industry across various dimensions, including development planning, safety assurance, and market access [6][9] Industry Chain - The upstream of the nuclear power cable industry includes suppliers of metals and insulation materials, with domestic companies like Jiangxi Copper and China Aluminum being significant players [7] - The midstream consists of cable manufacturing, dominated by companies such as Jiangsu Shangshang Cable and Far East Group, indicating a high market concentration [7] - The downstream includes nuclear power plant construction units and equipment manufacturers, driving continuous demand for cable products [7] Current Development Status - China's nuclear power sector has seen rapid growth, with 58 operational nuclear reactors and a total installed capacity of 60.88 million kilowatts as of 2024, ranking third globally [8][9] - The industry is expected to see a market scale exceeding 3 billion yuan in 2024, with projections of reaching 3.44 billion yuan by 2025, reflecting a robust annual growth rate of approximately 12% [9][10] Competitive Landscape - The industry is characterized by a few leading domestic companies that dominate the market, such as Anhui Cable and Jiangsu Shangshang Cable, which have achieved breakthroughs in high-end product localization [10] - Other notable companies include Baosheng Co., Shangwei Co., and Hualing Cable, which contribute to the competitive landscape with their specialized cable products [10] Future Development Trends - The industry is expected to evolve through technological innovation, market expansion, and global positioning, focusing on high-end materials and smart monitoring technologies [11][12] - New application scenarios are emerging, including small modular reactors and nuclear hydrogen production, which will drive demand for specialized cables [12] - Chinese companies are anticipated to accelerate their global presence, leveraging the Belt and Road Initiative to enhance their international competitiveness [13]