证券日报网讯2月2日，沃尔核材（002130）在互动平台回答投资者提问时表示，公司的高速通信线是裸 线产品，可广泛应用于AEC(有源铜缆)、DAC(无源铜缆)。公司高速通信线产品已进入多家重点客户的 核心供应商体系，订单需求意向明确，主要直接客户包括安费诺、豪利士、莫仕、泰科等国际企业，以 及立讯、庆虹、华丰等国内企业，直接客户进一步加工后再最终供应给包括英伟达、谷歌、亚马逊、 Meta等在内的国际各大服务器厂商终端使用。 ...

证券日报网讯 2月2日，沃尔核材在互动平台回答投资者提问时表示，公司将进一步加深与广大投资者 的多渠道沟通交流。同时，公司始终高度关注二级市场股价波动及舆情动态，严格按照相关规则履行信 息披露义务，采取合法合规的措施维护公司声誉及投资者的合法权益。 （文章来源：证券日报） ...

2月2日，沃尔核材大宗交易成交16.33万股，成交额443.69万元，占当日总成交额的0.14%，成交价27.17 元，较市场收盘价27.17元持平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-02 | 002130 | 沃尔核材 | 27.17 | 16.33 | 443.69 机构专用 | | 机构专用 | ...

Core Viewpoint - The company is closely monitoring the evolution of downstream technology routes and related product architectures, maintaining close communication with core customers [1] Group 1: Technology and Product Development - Current adjustments in technical solutions are primarily focused on specific application scenarios and localized structures, with copper cable solutions remaining mainstream for medium to short-distance transmission [1] - The overall demand for high-speed communication lines is experiencing rapid growth, driven by the fast expansion of AI technologies [1] - The company has developed a next-generation single-channel 448G high-speed cable, which is designed to better meet the needs of higher-grade terminal products in the future [1] Group 2: Competitive Advantages and Market Outlook - The company's high-speed communication line products possess advantages such as low cost, high reliability, scalable mass production capabilities, and a well-established industrial chain [1] - There is a solid demand foundation and long-term development space for the company's products in the future [1]

格隆汇2月2日丨沃尔核材(002130.SZ)在投资者互动平台表示，公司的高速通信线是裸线产品，可广泛 应用于AEC(有源铜缆)、DAC(无源铜缆)。公司高速通信线产品已进入多家重点客户的核心供应商体 系，订单需求意向明确，主要直接客户包括安费诺、豪利士、莫仕、泰科等国际企业，以及立讯、庆 虹、华丰等国内企业，直接客户进一步加工后再最终供应给包括英伟达、谷歌、亚马逊、Meta等在内 的国际各大服务器厂商终端使用。 ...

Investment Rating - The report provides a recommendation for the technology sector, specifically highlighting key stocks for February 2026 [6]. Core Insights - The report identifies several companies across different segments of the technology industry, including electronics, communications, computing, and media, suggesting a diversified investment approach [6]. - Key companies recommended include: - Electronics: Dongshan Precision, Lanke Technology - Communications: Wolong Materials, Haige Communications - Computing: Zhongkong Technology, Haiguang Information - Media: Kaiying Network, Giant Network [6]. Summary by Category Electronics - **Dongshan Precision**: Positioned for growth due to AI technology advancements, with a focus on optical communication and PCB sectors. The acquisition of Solstice Optoelectronics enhances its market position [9]. - **Lanke Technology**: Expected to benefit from the growth in AI servers and memory interface chips, with a projected increase in DDR5 penetration rates [10]. Communications - **Wolong Materials**: Strong in traditional materials and expanding into new energy products, with significant profit growth expected from 2025 to 2027 [10]. - **Haige Communications**: Focused on commercial aerospace and satellite communication, with anticipated profit recovery post-2025 [10]. Computing - **Zhongkong Technology**: Emphasizes industrial AI transformation, leveraging its self-developed industrial model TPT to enhance customer ROI and operational efficiency [11]. - **Haiguang Information**: A leader in high-end CPUs and DCUs, expected to see significant growth driven by domestic demand for AI computing [12]. Media - **Kaiying Network**: Anticipates new game launches in 2026, with a strong pipeline of products expected to drive revenue growth [13]. - **Giant Network**: Positive performance from existing games and new releases, with ongoing AI integration in gaming expected to enhance user engagement [13]. Financial Projections - The report includes earnings per share (EPS) and price-to-earnings (PE) ratios for the recommended companies, indicating expected growth in profitability from 2024 to 2027 [14].

深圳市沃尔核材股份有限公司 第八届董事会第三次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 证券代码：002130 证券简称：沃尔核材 公告编号：2026-006 特此公告。 深圳市沃尔核材股份有限公司 董事会 深圳市沃尔核材股份有限公司（以下简称"公司"）第八届董事会第三次会议通知于2026年1月27日（星 期二）以电话及邮件方式送达给公司9名董事。会议于2026年1月30日（星期五）以通讯会议方式召开， 会议应到董事9人，实到董事9人，公司高管列席了本次会议。本次董事会的召开符合国家有关法律、法 规和《公司章程》的规定。本次会议由董事长周和平先生主持，以9票同意、0票反对、0票弃权，审议 通过了《关于确定公司H股全球发售（包括香港公开发售及国际发售）及在香港联交所上市相关事宜的 议案》。 同意关于公司H股全球发售及在香港联交所上市的相关安排，包括但不限于：（1）批准公司H股全球发 售的相关安排；（2）批准刊发、签署符合相关法律法规要求的招股说明书及其他全球发售的相关文 件；（3）批准处理H股发行程序及相关事项；（4）授权相关人士按相关决议处理与本 ...

（编辑 姚尧） 证券日报网讯 1月30日，沃尔核材在互动平台回答投资者提问时表示，公司生产经营稳健，业务发展态 势良好。公司2025年度预计实现归属于上市公司股东的净利润区间为11亿元至11.8亿元，同比增长区间 为29.79%至39.22%。 ...

证券日报网讯1月30日，沃尔核材（002130）在互动平台回答投资者提问时表示，公司高速通信线业务 发展前景广阔，结合订单分布及客户推进项目情况来看，产品需求较为广泛和多元，不同类型终端客户 对相关产品均形成了一定规模的需求；2026年以来，最前沿数据中心需求的高速线规格型号快速增加， 公司正在大量增加绕包设备满足客户的需求。 ...

Core Viewpoint - The company,沃尔核材, indicated that its communication cable business is managed by its subsidiary, 乐庭智联, which is expected to experience rapid growth in overall operating performance by 2025 [1]. Group 1 - The communication cable business is operated by the subsidiary 乐庭智联 [1] - 乐庭智联 is projected to achieve significant growth in operating performance by the year 2025 [1]