证券代码：002130 证券简称：沃尔核材 公告编号：2025－060 深圳市沃尔核材股份有限公司 关于公司合计持股 5%以上股东减持股份计划时间届 满暨减持结果的公告 公司持股 5%以上股东邱丽敏女士及其一致行动人保证向公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市沃尔核材股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日 披露了《关于公司合计持股 5%以上股东减持股份的预披露公告》（公告编号： 股份数量总计不超过 24,926,600 股，其中，拟通过集中竞价交易方式减持公司 股份数量不超过 12,463,300 股，通过大宗交易方式减持公司股份数量不超过 剔除公司回购专用账户中的股份数量 13,565,000 股计算）。具体内容详见公司 在《中国证券报》、《证券时报》及巨潮资讯网（www.cninfo.com.cn）刊登的 相关公告。 进展的告知函》，截至 2025 年 8 月 20 日，邱丽敏女士及其一致行动人前述减 持计划时间已届满。现将有关情况公告如下： 股东名称 | | 股份数 ...

证券代码：002130 证券简称：沃尔核材 公告编号：2025－060 注 1：邱丽敏女士本次通过集中竞价方式减持的股份来源于周和平先生于 2019 年 9 月 通过协议转让以及大宗交易转让所得。 深圳市沃尔核材股份有限公司 关于公司合计持股 5%以上股东减持股份计划时间届 满暨减持结果的公告 公司持股 5%以上股东邱丽敏女士及其一致行动人保证向公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市沃尔核材股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日 披露了《关于公司合计持股 5%以上股东减持股份的预披露公告》（公告编号： 2025-019），公司持股 5%以上股东邱丽敏女士及其部分一致行动人拟减持公司 股份数量总计不超过 24,926,600 股，其中，拟通过集中竞价交易方式减持公司 股份数量不超过 12,463,300 股，通过大宗交易方式减持公司股份数量不超过 12,463,300 股，合计拟减持数量占公司总股份数量的比例不超过 2%（总股本按 剔除公司回购专用账户中的股份数量 13,5 ...

Group 1 - The stock price of the company is reported at 25.09 yuan, down 0.91% from the previous trading day [1] - The company operates in the non-metallic materials sector, focusing on the research, production, and sales of polymer radiation-modified new materials and a series of electronic and electrical products [1] - As of August 20, the company stated that its overall operating revenue for high-speed communication lines is ranked first among domestic peers for the year 2024 [1] Group 2 - Key equipment for production is arriving and being put into operation in the first half of 2025, with more equipment expected in the second half, leading to a significant increase in production capacity [1] - There is a strong demand for high-speed communication line orders, with good growth in shipments on a month-on-month basis [1] - Major clients include international companies such as Amphenol and Holley, as well as domestic clients like Luxshare and Huafeng [1] Group 3 - On August 20, the net outflow of main funds was 171.31 million yuan, with a total net outflow of 95.14 million yuan over the past five days [1]

Core Insights - The company,沃尔核材, is projected to lead the domestic industry in overall revenue from high-speed communication cables in 2024 [2] - Key equipment for the company's high-speed communication cables is expected to arrive and be put into production in the first half of 2025, with additional equipment arriving in the second half of 2025, significantly increasing production capacity [2] - The current order demand for the company's high-speed communication cables is robust [2]

Group 1 - The company,沃尔核材, expects to benefit from the rapid release of demand in downstream industries such as data communication by 2025 [1] - The company has reported a good growth in the shipment of high-speed communication lines on a month-on-month basis [1] - The increase in production capacity is driven by the arrival and commissioning of key equipment [1]

Core Insights - The company,沃尔核材, has a diverse customer base for its high-speed communication cables, including both international and domestic clients [1] Group 1 - The main international clients for the company's high-speed communication cables include Amphenol, HARTING, Molex, and TE Connectivity [1] - Domestic clients include Luxshare, Qinghong, and Huafeng, indicating a strong presence in both international and domestic markets [1] - The high-speed communication cables are supplied to downstream customers, which are then used by major server manufacturers both internationally and domestically [1]

Group 1 - The company has received inquiries regarding the current number of Rosen Tai foam machines in hand and the expected quantity by the end of the year, indicating investor interest in production capacity [2] - The company,沃尔核材, stated that according to industry research, its revenue from high-speed communication cables is projected to rank first among domestic peers in 2024 [2] - The company expects to receive and put into production key equipment for high-speed communication cables in the first half of 2025, with additional units arriving in the second half, significantly increasing production capacity [2] - There is a strong demand for orders in the company's high-speed communication cable segment [2]

金融界消息 截至2025年8月15日收盘，沃尔核材（002130）报收于24.36元，上涨1.37%，换手率 6.47%，成交量80.77万手，成交金额19.53亿元。 天眼查商业履历信息显示，深圳市沃尔核材股份有限公司，成立于1998年，位于深圳市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本125989.8562万人民币，实缴资本125989.8562万 人民币。公司法定代表人为周和平。 资金流向方面，今日主力资金净流入2879.08万元，占比成交额1.47%。其中，超大单净流入2385.11万 元、占成交额1.22%，大单净流入493.97万元、占成交额0.25%，中单净流出流入2459.17万元、占成交 额1.26%，小单净流出5338.25万元、占成交额2.73%。 沃尔核材最新一期业绩显示，截至2025一季报，公司营业总收入17.59亿元、同比增长26.60%，归属净 利润2.50亿元，同比增长35.86%，扣非净利润2.41亿元，同比增长39.48%，流动比率1.784、速动比率 1.496、资产负债率41.58%。 通过天眼查大数据分析，深圳市沃尔核材股份有限公司共对外投资了 ...

（文章来源：证券日报） 证券日报网讯沃尔核材8月14日在互动平台回答投资者提问时表示，公司将综合考量战略规划、行业发 展前景、业务协同效应、并购成本等因素，择机决策并购事项。 ...

Core Viewpoint - The company is currently utilizing its liquid cooling technology primarily in high-power liquid cooling charging guns and has not yet applied it to server data centers [1] Group 1 - The company's liquid cooling technology is mainly used in high-power liquid cooling charging guns [1] - The company's high-speed communication cables are primarily applied in data centers, high-performance computing, and mobile network switching centers [1] - The high-speed communication cables facilitate high-speed data transmission in various communication settings [1]