从资金流向上来看，当日其他电子板块主力资金净流入16.52亿元，游资资金净流出10.14亿元，散户资金 净流出6.38亿元。其他电子板块个股资金流向见下表： 证券之星消息，9月11日其他电子板块较上一交易日上涨5.26%，香农芯创领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。其他电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300475 | 香农芯创 | 64.51 | 20.00% | 57.25万 | | 33.91亿 | | 002130 | 沃尔核材 | 26.06 | 10.00% | 210.25万 | | 52.72亿 | | 001298 | 好上好 | 35.39 | 7.21% | 31.71万 | | 10.88 Z | | 300991 | 创益通 | 39.56 | 7.09% | 7.09万 | | 2.74亿 | | 660I06 | 雅创电子 | 39.19 | ...

Core Viewpoint - On September 11, Walden Materials saw a 5.02% increase in stock price, reaching 24.88 CNY per share, with a trading volume of 2.523 billion CNY and a turnover rate of 9.12%, resulting in a total market capitalization of 31.346 billion CNY [1] Company Overview - Walden Materials, established on June 19, 1998, and listed on April 20, 2007, is located in Shenzhen, Guangdong Province. The company specializes in the research, development, manufacturing, and sales of polymer radiation-modified new materials and a series of electronic, electrical, and wire products. It is also involved in the development and operation of wind power generation, as well as investments in the new energy vehicle and intelligent manufacturing sectors [1] - The revenue composition of Walden Materials includes: electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), electrical products (12.34%), others (2.22%), and wind power generation (2.02%) [1] Fund Holdings - From the perspective of major fund holdings, one fund under Huaxi Fund has a significant position in Walden Materials. The Huaxi Preferred Value Mixed Fund (019747) held 37,800 shares in the second quarter, accounting for 3.89% of the fund's net value, making it the ninth-largest holding. The estimated floating profit for today is approximately 45,000 CNY [2] - The Huaxi Preferred Value Mixed Fund was established on November 9, 2023, with a latest scale of 23.148 million CNY. Year-to-date returns stand at 11.34%, ranking 5427 out of 8175 in its category; the one-year return is 44.83%, ranking 3281 out of 7982; and since inception, the return is 10.61% [2] Fund Manager Information - The fund managers of Huaxi Preferred Value Mixed Fund are Li Bengang and Wang Ningshan. As of the report date, Li Bengang has a cumulative tenure of 13 years and 11 days, with the fund's total asset size at 23.1477 million CNY. His best fund return during the tenure is 281.72%, while the worst is -2.3% [3] - Wang Ningshan has a cumulative tenure of 199 days, with the same total asset size of 23.1477 million CNY. His best and worst fund return during the tenure is -0.31% [3]

Group 1 - The core viewpoint is that copper cable high-speed connection concept stocks are experiencing a significant rise, with specific companies reaching their daily price limit [1] Group 2 - Woer Group has hit the daily price limit, indicating strong market interest and investor confidence [1] - Jinxin Technology previously reached a price limit increase of 20%, showcasing its robust performance in the market [1] - Other companies such as Huafeng Technology, Zhaolong Interconnect, and Shenyu Co., Ltd. are also seeing upward movement in their stock prices, reflecting a broader trend in the industry [1]

（记者 胡玲） 沃尔核材（002130.SZ）9月9日在投资者互动平台表示，公司高速通信线的主要客户包括安费诺、豪利 士、莫仕、泰科等国际客户，以及立讯、庆虹、华丰等国内客户，供应给下游客户群体后配套给国际、 国内各大服务器厂商终端使用。2025年上半年公司高速通信线的部分关键设备已陆续到货并投产，2025 年下半年仍有多台陆续到货，公司产能将大幅提升，受益于数据通信等下游行业需求的持续提升以及公 司产能的陆续释放，公司高速通信线业务占比持续增长。 每经AI快讯，有投资者在投资者互动平台提问：您好，公司高速线增长很快，下游核心客户有哪些？ 公司高速线扩产所需设备采购是否顺利？今年的相关产线是否能继续扩大产能？高速线的营收占比如 何？ ...

Core Viewpoint - The company has successfully developed and mass-produced various electronic materials and medical cable products for the medical device sector, establishing strong partnerships with well-known industry players [1] Group 1: Product Development - The company has independently developed the MT series FEP, polyolefin heat shrink tubing, medical PTFE coated guide wires, and ultra-thin frosted TPU tubes [1] - The medical cable products include blood oxygen lines, core wire guiding branches, and medical data lines [1] Group 2: Industry Partnerships - The company has formed good cooperative relationships with major clients in the medical field, including Lepu Medical, MicroPort Medical, Amphenol Medical, and Mindray Medical [1]

Group 1 - The core viewpoint of the article indicates that沃尔核材 (002130.SZ) has no current collaboration in high-speed communication cables with the mentioned companies [1] - The main customers for the company's high-speed communication cables include international clients such as Amphenol, Huber+Suhner, Molex, and TE Connectivity, as well as domestic clients like Luxshare, Qinghong, and Huafeng [1] - The high-speed communication cables supplied by the company are used by major international and domestic server manufacturers for terminal applications [1]

Group 1 - The core viewpoint of the news is that沃尔核材 has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - As of September 5,沃尔核材's stock price rose by 5.11% to 24.47 yuan per share, with a trading volume of 1.563 billion yuan and a turnover rate of 5.76%, leading to a total market capitalization of 30.83 billion yuan [1] - The company, established in June 1998 and listed in April 2007, specializes in the research, development, manufacturing, and sales of polymer radiation-modified new materials and various electronic, power, and wire products [1] Group 2 - The main business revenue composition of沃尔核材 includes electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), power products (12.34%), and others (2.22%), with wind power accounting for 2.02% [1] - From the perspective of fund holdings,华安基金 has a significant position in沃尔核材, with its华安智联混合(LOF)A fund holding 188,900 shares, representing 2.31% of the fund's net value [2] - The华安智联混合(LOF)A fund has achieved a year-to-date return of 28.33% and a one-year return of 48.36%, ranking 1804 out of 8178 and 2190 out of 7978 in its category, respectively [2]

Group 1 - The company is currently developing samples for a single-channel 448G high-speed line [1] - The company aims to keep pace with industry technological trends and actual customer needs [1] - The company will maintain agile development capabilities and focus on innovation and iteration of key products such as high-speed communication lines to strengthen its industry-leading position [1]

Group 1 - The company is currently developing samples for a single-channel 448G high-speed communication line [2] - The company aims to keep pace with industry technology trends and actual customer needs [2] - The company is focused on innovation and iteration of key products such as high-speed communication lines to strengthen its industry-leading position [2]

Group 1 - The stock price of Walden Materials has decreased by 6.15% year-to-date, with a recent drop of 2.04% on September 3, trading at 23.57 CNY per share [1] - The company has experienced a net outflow of 71.44 million CNY in principal funds, with significant selling pressure observed [1] - Walden Materials has appeared on the trading leaderboard four times this year, with the most recent net buy of 232 million CNY on May 8 [1] Group 2 - Walden Materials, established on June 19, 1998, specializes in high polymer radiation-modified new materials and related products, with a revenue composition of 33.79% from electronic materials and 31.58% from communication cables [2] - The company reported a revenue of 3.945 billion CNY for the first half of 2025, reflecting a year-on-year growth of 27.46%, and a net profit of 558 million CNY, up 33.06% [2] - As of June 30, 2025, the number of shareholders decreased by 18.38% to 198,500, while the average circulating shares per person increased by 12.25% to 5,765 shares [2] Group 3 - Walden Materials has distributed a total of 779 million CNY in dividends since its A-share listing, with 433 million CNY distributed over the past three years [3] - Among the top ten circulating shareholders, the Southern CSI 500 ETF is the fifth largest shareholder, having acquired 14.9686 million shares, while Hong Kong Central Clearing Limited has exited the top ten list [3]