证券日报网讯 1月28日，沃尔核材发布公告称，公司预计2025年1月1日-2025年12月31日归属于上市公 司股东的净利润盈利110000万元至118000万元，比上年同期增长29.79%至39.22%。 （文章来源：证券日报） ...

Group 1 - The article highlights a significant surge in gold prices, with a rare "apocalyptic rise" pushing prices above $5,200 and $5,300, marking a single-day increase of over $100 [3] - UBS reports that since December 2025, at least 75% of gold price fluctuations are attributed to U.S. policy changes, with a model indicating that 68% of gold price movements since January 2025 are due to U.S. policy changes, increasing to 76% since December 2025 [5] - The article notes that the impact of policy factors may still be underestimated, with significant market structure changes linked to threats against the independence of the Federal Reserve [6] Group 2 - The dye industry is experiencing price increases, with core intermediates for disperse dyes rising by 50% this year due to environmental inspections and rising raw material costs [8] - Key companies in the dye sector include Zhejiang Longsheng, Guotu Co., Jihua Group, Yabong Co., and Annuoqi, all benefiting from price increases and improved market concentration [9] - Agricultural stocks are also noted, with corn and wheat prices rising, indicating strong expectations for international grain prices amid a backdrop of U.S. interest rate cuts and declining inventory ratios [8] Group 3 - The article discusses the performance of various commodities, with copper prices increasing by 15.4% over the past week and 113.8% over the past quarter, while the Baltic Dry Index has decreased by 11.5% over the past quarter [10] - The storage chip sector is highlighted, with companies like Micron and Seagate experiencing significant stock price increases, and price hikes of 15% to 80% announced for various storage products [13][21] - The article mentions that the first quarter is typically a favorable time for price increases, with expectations for further price signals as the spring construction season approaches [11]

Core Viewpoint - Wolong Materials (002130.SZ) is preparing for a pre-IPO roadshow to raise between 300 million to 400 million USD, having passed the Hong Kong Stock Exchange's main board listing hearing on January 27, with CITIC Construction Investment International and China Merchants Securities International as joint sponsors [2] Company Overview - Established in 1998, Wolong Materials was listed on the Shenzhen Stock Exchange in 2007 and is one of the largest manufacturers of heat shrink materials and communication cable products globally [2] - The company operates primarily in three business segments: electronic communication, power transmission, and other businesses [2] Market Position - According to Frost & Sullivan, the company ranks first in the global heat shrink materials industry, holding a market share of 20.6% based on projected global revenue for 2024 [2] - In the global telecommunications cable manufacturing sector, the company ranks third, with a market share of 12.7% based on projected global revenue for 2024 [2] Financial Performance - For the fiscal years ending in 2022, 2023, and 2024, as well as the nine months ending September 30, 2025, the company reported revenues of approximately 5.337 billion RMB, 5.719 billion RMB, 6.92 billion RMB, and 6.077 billion RMB respectively [2] - The corresponding net profits for the same periods were approximately 660 million RMB, 758 million RMB, 921 million RMB, and 883 million RMB [2]

Core Viewpoint -沃尔核材 is preparing for a pre-IPO roadshow, aiming to raise between 300 million to 400 million USD, with plans to list on the Hong Kong Stock Exchange [1] Group 1: Company Overview -沃尔核材 was established in 1998 and listed on the Shenzhen Stock Exchange in 2007 [1] - The company is one of the largest manufacturers of heat shrink materials and communication cable products globally [1] -主要业务包括电子通信业务、电力传输业务及其他业务 [1] Group 2: Market Position - According to Frost & Sullivan, the company ranks first in the global heat shrink materials industry, holding a market share of 20.6% based on projected global revenue for 2024 [1] - In the global telecommunications cable manufacturing sector, the company ranks third, with a market share of 12.7% based on projected global revenue for 2024 [1] Group 3: Financial Performance - For the fiscal years 2022, 2023, 2024, and the nine months ending September 30, 2025, the company reported revenues of approximately 5.337 billion RMB, 5.719 billion RMB, 6.92 billion RMB, and 6.077 billion RMB respectively [1] - During the same periods, the company recorded net profits of approximately 660 million RMB, 758 million RMB, 921 million RMB, and 883 million RMB respectively [1]

Core Viewpoint - The company,沃尔核材, is preparing for a pre-IPO roadshow to raise between 300 million to 400 million USD, having passed the listing hearing on January 27 through the Hong Kong Stock Exchange [1] Company Overview - Founded in 1998, the company was listed on the Shenzhen Stock Exchange in 2007 and is recognized as one of the largest manufacturers of heat shrink materials and communication cable products globally [1] - The company operates primarily in three business segments: electronic communication, power transmission, and others [1] Market Position - According to Frost & Sullivan, the company ranks first in the global heat shrink materials industry, holding a market share of 20.6% based on projected global revenue for 2024 [1] - In the global telecommunications cable manufacturing sector, the company ranks third, with a market share of 12.7% based on projected global revenue for 2024 [1] Financial Performance - For the fiscal years ending in 2022, 2023, 2024, and the nine months ending September 30, 2025, the company reported revenues of approximately 5.337 billion RMB, 5.719 billion RMB, 6.92 billion RMB, and 6.077 billion RMB respectively [1] - The corresponding net profits for the same periods were approximately 660 million RMB, 758 million RMB, 921 million RMB, and 883 million RMB [1]

Core Viewpoint - The company,沃尔核材, has released its performance forecast for 2025, expecting a significant increase in net profit and revenue across various business segments, driven by rising market demand and operational improvements [1] Group 1: Financial Performance - The company anticipates a net profit for 2025 between 1.1 billion to 1.18 billion yuan, representing a year-on-year growth of 29.79% to 39.22% [1] - The forecasted net profit after deducting non-recurring items is expected to be between 1.0363 billion to 1.1117 billion yuan, also reflecting a growth of 29.79% to 39.22% [1] - For the first three quarters of 2025, the company achieved a net profit of 822.18 million yuan, marking a year-on-year increase of 25.45% [1] - The estimated net profit for the fourth quarter of 2025 is projected to be between 278.2 million to 358.2 million yuan, indicating a year-on-year growth of 44.52% to 86.08% compared to the fourth quarter of 2024 [1] Group 2: Business Segments and Market Demand - The company reported that the market demand for electronic materials, communication cables, power products, and new energy vehicle products has been continuously increasing [1] - All business segments have experienced varying degrees of revenue growth, with the communication cable and new energy vehicle segments showing particularly rapid growth [1] - The company has enhanced its profitability through continuous improvements in automation, production efficiency, and product structure optimization [1] Group 3: Stock Performance and Market Activity - On January 28, the company's stock closed at a limit-down price of 29.32 yuan per share after a cumulative increase of 20.89% over the previous 10 trading days [2] - The company submitted an updated application for its overseas listing to the Hong Kong Stock Exchange on January 26, 2026, and published the related materials on the exchange's website [2]

Core Viewpoint - The company expects a net profit attributable to shareholders of 1.1 billion to 1.18 billion yuan for the year 2025, representing a year-on-year growth of 29.79% to 39.22% [1] Financial Performance - The net profit excluding non-recurring gains and losses is projected to be between 1.036 billion and 1.1112 billion yuan, also reflecting a year-on-year growth of 29.79% to 39.22% [1] Business Segments - The company experienced increased market demand across its electronic materials, communication cables, power products, and new energy vehicle products, leading to revenue growth in all business segments [1] - The communication cable and new energy vehicle segments showed particularly rapid growth, driven by the quick release of demand in downstream industries such as data communication [1] - The new energy vehicle product segment continues to grow positively due to ongoing support from industrial policies [1] Operational Efficiency - The company has enhanced its profitability through continuous improvements in automation, production efficiency, and product structure optimization [1]

Core Viewpoint - The company expects a net profit of 1.1 billion to 1.18 billion yuan for the year 2025, representing a year-on-year growth of 29.79% to 39.22% [1] Group 1: Business Performance - The market demand for electronic materials, communication cables, power products, and new energy vehicle products has continued to rise during the reporting period [1] - All business segments of the company have achieved varying degrees of revenue growth, with the communication cable and new energy vehicle segments experiencing rapid growth [1] - The communication cable business has benefited from the rapid release of demand in downstream industries such as data communication, leading to significant growth in market demand and revenue [1] Group 2: Growth Drivers - The new energy vehicle product segment continues to maintain a good growth trend, supported by ongoing industrial policy initiatives [1] - The company has enhanced its profitability through continuous improvements in automation levels, production efficiency, and product structure optimization [1] - These combined factors have contributed to the expected year-on-year growth in net profit attributable to shareholders of the listed company [1]

Core Viewpoint - The company,沃尔核材, expects a net profit attributable to shareholders of 1.1 billion to 1.18 billion yuan for 2025, representing a year-on-year growth of 29.79% to 39.22% [1] Group 1: Business Performance - The company reported that market demand for electronic materials, communication cables, power products, and new energy vehicle products has continued to rise [1] - All business segments of the company achieved varying degrees of revenue growth during the reporting period [1] - The communication cable and new energy vehicle product segments experienced rapid growth, primarily due to increased demand from downstream industries such as data communication [1] Group 2: Market Drivers - The communication cable business benefited from a significant increase in market demand, leading to a rapid revenue increase [1] - The new energy vehicle product segment maintained a strong growth trend, supported by ongoing industrial policy initiatives [1]

证券代码：002130 证券简称：沃尔核材 公告编号：2026-005 深圳市沃尔核材股份有限公司 2025 年年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日-2025 年 12 月 31 日 2、业绩预告情况：☑ 同向上升 三、业绩变动原因说明 报告期内，公司电子材料、通信线缆、电力产品以及新能源汽车产品的市场需 求持续提升，公司各业务板块营业收入均实现了不同程度增长，其中，公司通信线 缆与新能源汽车产品业务板块增速较快，主要原因是：公司通信线缆业务受益于数 据通信等下游行业需求的快速释放，相关产品市场需求显著增长，带动收入实现快 速提升；新能源汽车产品业务则在产业政策的持续推动下，继续保持着良好的增长 1 态势。 此外，公司还通过持续提升自动化水平、提高生产效率、优化产品结构等举措， 持续增强盈利能力，综合因素影响下公司实现了归属于上市公司股东的净利润同比 增长，预计2025年年度实现归属于上市公司股东的净利润同比增长29.79%至39.22%。 四、风险提示 1、本次业绩预告 ...