2月26日，东方电缆涨5.18%，截至发稿，报60.76元/股，成交7.31亿元，换手率1.80%，总市值417.86亿 元。 博时新收益混合A（002095）基金经理为过钧。 截至发稿，过钧累计任职时间21年331天，现任基金资产总规模625.21亿元，任职期间最佳基金回报 325.97%， 任职期间最差基金回报-6.17%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，宁波东方电缆股份有限公司位于浙江省宁波中山东路1800号国华金融中心49-50F，成立日期 1998年10月22日，上市日期2014年10月15日，公司主营业务涉及各种电线电缆的研发、生产、销售及其 服务。主营业务收入构成为：电力工程与装备线缆49.56%，海底电缆与高压电缆44.14%，海洋装备与 工程运维6.22%，其他(补充)0.09%。 从基金十大重仓股角度 数据显示，博时基金旗下1只基金重仓东方电缆。博时新收益混合A（0 ...

汉缆股份发布业绩快报，2025年度实现营业总收入104.67亿元，同比增长13.04%；净利润5.92亿元，同 比下降9.59%。报告期内，公司实现基本每股收益0.1780元，同比下降9.6%。 ...

美国变压器的交付周期已经从50周延长至120周以上。中国电网设备相关企业在交付时间、技术、成本 等方面具备相对优势，变压器等设备的出口订单有望持续受益。 根据IEA数据，2020年以来全球电网投资额快速增长，2024年全球电网投资达到3900亿美元，2025年预 计超过4000亿美元。美国能源基础设施状况大多处于标准以下水平，叠加AI用电需求明显增加，美国 电网设备有望开启强制更新周期。 长城证券发布研报称，根据IEA数据，2020年以来全球电网投资额快速增长，2024年全球电网投资达到 3900亿美元，2025年预计超过4000亿美元。美国能源基础设施状况大多处于标准以下水平，叠加AI用 电需求明显增加，美国电网设备有望开启强制更新周期。AI数据中心电力需求的明显增长有望直接推 动变压器、高压电缆等设备的需求，2025年中国电网设备出口持续高增，国内相关出口企业可能受益。 电力设备相关港股企业包括： 、 、 、 、 等 根据海关总署数据，2025年全年变压器累计出口金额为90.36亿美元，累计增速34.83%，金额创历史新 高。2025年12月重点电力设备出口产品中，变压器、电线电缆、铜制绕组电线、低压开关 ...

Group 1 - The global investment in power grids has been rapidly increasing since 2020, with projections of reaching $390 billion in 2024 and exceeding $400 billion in 2025 [1][2] - The condition of energy infrastructure in the United States is largely below standard, and the significant increase in AI electricity demand is expected to initiate a mandatory upgrade cycle for U.S. grid equipment [1][2] - The delivery cycle for transformers in the U.S. has extended from 50 weeks to over 120 weeks, indicating supply chain challenges [1] - Chinese companies in the power grid equipment sector have advantages in delivery time, technology, and cost, leading to sustained export orders for transformers and other equipment [1] Group 2 - In 2025, the cumulative export value of transformers is projected to reach $9.036 billion, with a growth rate of 34.83%, marking a historical high [1] - In December 2025, the export values of key power equipment products such as transformers, wires and cables, copper winding wires, low-voltage switches, and insulators showed significant year-on-year growth rates of 31.92%, 22.20%, 11.71%, 10.60%, and 31.91% respectively [1] - The export of key power grid equipment products is expected to continue its positive trend in 2026, driven by multiple domestic and international demand factors [1] Group 3 - The AIDC industry is expected to maintain high growth, with major domestic and international internet companies announcing capital expenditure plans for 2026, and overseas firms showing CAPEX guidance generally above 50% [2] - The contradiction between the increasing electricity demand from data center growth and the aging power equipment in the U.S. presents opportunities for Chinese power equipment exporters [2] - Notable companies in the power equipment sector listed on the Hong Kong Stock Exchange include Dongfang Electric, Harbin Electric, Shanghai Electric, Weisheng Holdings, Chongqing Machinery, and Weichai Power [3]

展望2026年，AIDC行业仍将保持高景气，一方面国内外头部互联网厂商纷纷公布2026年资本开支计 划，海外厂商CAPEX指引普遍高于50%，另一方面维谛、西门子、Flunce等海外头部电力设备厂商业绩 表现亮眼，AIDC行业高成长性或已反应在业绩端。而美国需求端因数据中心增长带来的用电量增长与 供给端电力设备老旧现象严重的矛盾为国内电力设备出海厂商带来机会。 根据IEA数据，2020年以来全球电网投资额快速增长，2024年全球电网投资达到3900亿美元，2025年预 计超过4000亿美元。美国能源基础设施状况大多处于标准以下水平，叠加AI用电需求明显增加，美国 电网设备有望开启强制更新周期。 美国变压器的交付周期已经从50周延长至120周以上。中国电网设备相关企业在交付时间、技术、成本 等方面具备相对优势，变压器等设备的出口订单有望持续受益。 根据海关总署数据，2025年全年变压器累计出口金额为90.36亿美元，累计增速34.83%，金额创历史新 高。2025年12月重点电力设备出口产品中，变压器、电线电缆、铜制绕组电线、低压开关、绝缘子的出 口金额当月同比分别为31.92%、22.20%、11.71%、1 ...

Core Viewpoint - The overall price index of Linyi Mall decreased slightly this month, indicating a mixed trend in various product categories with some experiencing price increases while others saw declines [1][13]. Price Index Summary - The total price index for Linyi Mall is 102.12 points, down 0.06 points month-on-month, a decrease of 0.06%, and down 1.72 points year-on-year, a decrease of 1.66% [1]. - Among 14 categories, 6 experienced price increases, 2 remained stable, and 6 saw price declines [3]. Category-Specific Price Changes Building and Decoration Materials - The price index for building and decoration materials rose to 107.90 points, an increase of 1.41 points month-on-month [5]. - The increase was driven primarily by the rise in prices of decorative materials, which increased by 1.50 points, while structural materials saw a slight decline [6]. Hardware and Electrical Materials - The price index for hardware and electrical materials reached 119.99 points, up 0.20 points month-on-month [9]. - The increase was influenced by a significant rise in copper prices, which raised production costs for electrical cables, leading to higher selling prices [9]. Educational and Office Supplies - The price index for educational and office supplies fell to 106.60 points, down 2.02 points month-on-month [10]. - The decline was mainly due to a significant drop in the prices of sports and entertainment products, which decreased by 5.09 points [10]. Steel Products - The price index for steel products decreased to 95.29 points, down 0.39 points month-on-month [12]. - The decline was attributed to weak demand in the real estate market, leading to reduced end-user demand and a cautious outlook among market participants [12].

Group 1 - The core viewpoint of the news highlights a strong performance in the power grid equipment sector, with significant investments announced by major state-owned enterprises, indicating a bullish outlook for the industry [1][2] - The State Grid plans to invest 4 trillion yuan during the "14th Five-Year Plan" period, representing a 40% increase compared to the "13th Five-Year Plan" and a 66% increase over the previous period [1] - The Southern Power Grid has announced an investment scale of 180 billion yuan for 2026, marking a record high for five consecutive years, focusing on ultra-high voltage transmission, distribution network upgrades, and digital transformation [1] Group 2 - In 2025, the cumulative export value of transformers reached 9.036 billion USD, with a growth rate of 34.83%, setting a historical record [2] - Key power equipment exports in December 2025 showed significant year-on-year growth across various categories, including transformers and cables, indicating a robust export trend [2] - The global investment in power grids is expected to exceed 400 billion USD in 2025, driven by increasing demand for AI and infrastructure upgrades in the U.S. [2] Group 3 - The Tianhong CSI Power Grid Equipment Theme Index closely tracks the performance of 80 listed companies involved in ultra-high voltage and smart grid construction [3] - The fund manager emphasizes the growing market interest in the sector due to strong performance from leading companies, suggesting a favorable long-term investment outlook for the power grid equipment sector [3] - The Tianhong CSI Power Grid Equipment Index Fund is positioned as a convenient investment option for individuals looking to capitalize on the growth in AI power infrastructure [3]

转自：贵州日报 贵州日报天眼新闻记者 沈长志 2月9日，位于安顺高新区的固达电线电缆（集团）有限公司车间里机器轰鸣。33岁的包装工黄成凤双手 抱起一捆沉甸甸的线圈，熟练地捆扎、堆码。这样的动作，她每天要重复2000多次，有的线圈重达40多 斤。十年如一日的弯腰、搬运，让她练就了一双"铁臂"。 "刚来时，纯手工打包，一天包800个累得腰都直不起来，现在早就练出来了，而且自动化生产也比以前 轻松了很多倍，手脚不快点，怎么挣工资。"黄成凤向记者打趣地说到。 相比黄成凤的力气活，她的丈夫胡红红干的则是精细的技术活。从刚进厂时月薪2000多元的学徒，到如 今月入7000多元的"老师傅"，胡红红带出了5个徒弟。今年，他们夫妻还同时获得了公司"十年员工奉献 奖"，及"优秀员工""优秀师傅"奖。 10年前，这对刚结婚的小两口为了照顾老小，选择在家乡扎根，成为了固达电缆工厂里的一对"夫妻 档"。10年间，固达电缆的厂房从一期扩建到了二期，夫妻俩的小日子也越过越红火。 刚进厂时，两人一无所有，一切全靠自己拼。如今，翻开他们家的"幸福账单"，每一笔支出都写满了奋 斗的意义：2018年，靠攒下的积蓄在老家盖起了两层小洋楼；2019年 ...

针对湖南长峰电力集团股份有限公司这类依托科技创新实现产业升级的先进制造企业，宁乡市税务局深 入分析其"项目周期长、结算环节多、跨区域经营"的行业特点，帮助企业全面排查内部薪酬管理与纳税 申报流程中的潜在漏洞。 长沙晚报掌上长沙2月15日讯（通讯员 朱艳 胡玲 夏卓辉 全媒体记者 周丛笑）一直以来，长沙市税务部 门主动将税收治理融入服务国家创新驱动发展战略大局，以"精准护航、智慧赋能"税治动能，打造了助 力新质生产力培育、成长、壮大的全周期税收服务生态，为星城大地澎湃的创新浪潮注入了强劲而稳健 的"税力量"。 精准护航，陪伴产业升级 新质生产力的发展，往往伴随着高强度的研发投入和快速的市场迭代，其潜在的涉税风险也更具隐蔽性 和专业性，而稳定、公平、可预期的税收法治环境是创新主体安心发展的基石。为此，长沙税务部门积 极运用税收大数据，针对不同发展阶段、不同产业类型的企业，提供定制化的成长陪伴服务，变"事后 应对"为"前瞻预警"，变"普遍管理"为"精准施策"。 在宁乡，湖南长峰电力集团股份有限公司依托科技创新改造提升传统产业，创新研发的电线电缆、电力 成套设备产品填补了国内市场空白，针对极端气候条件研发的智能型环网 ...

中国质量新闻网讯 据广西柳州市市场监督管理局网站消息，为加强生产及流通领域产品质量监督管理，维护广大人民群众合法权益，根据《中华人民共和 国产品质量法》《产品质量监督抽查管理暂行办法》等法律法规有关规定，2025年该局对成电线电缆、复合肥料、家用燃气灶具等66种产品质量开展了市本 级监督抽查，所有生产和销售不合格产品行为已依法处置完毕。现将具体情况通报如下： 2025年度监督抽查产品为全市生产或销售的安全玻璃、安全帽、茶叶过度包装、车用柴油、车用尿素、车用汽油、成人纸尿裤、充电宝(移动电源)、储热式 电热暖手器、床上用品、电动汽车交流充电桩、电动自行车、电动自行车用充电器、电动自行车用动力电池、电热取暖器（室内加热器）、电热水壶、电线 电缆、儿童服装、儿童玩具、儿童游泳圈、防火门、妇女卫生巾、复合肥料、混凝土输水管、家用燃气快速热水器、家用燃气灶具、胶合板、金属面夹芯 板、近视镜、开关插座、可燃气体探测器、老花镜、老人鞋、磷肥、毛巾、摩托车、电动自行车乘员头盔、奶嘴及安抚奶嘴、尿素、农用薄膜（地膜）、瓶 装液化石油气调压器、汽车内饰材料、燃气用连接软管、溶解乙炔、润滑油、生丝、天然气、液化石油气、食品用塑料包 ...