沃尔核材今日涨停，全天换手率9.49%，成交额24.31亿元，振幅9.95%。龙虎榜数据显示，机构净买入 102.82万元，深股通净卖出2140.43万元，营业部席位合计净买入2.52亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.97%上榜，机构专用席位净买入102.82万元，深股 通净卖出2140.43万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.69亿元，其中，买入成交额为4.50亿 元，卖出成交额为2.19亿元，合计净买入2.32亿元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨0.31%，上榜后5日平均涨1.46%。 资金流向方面，今日该股主力资金净流入7.28亿元，其中，特大单净流入8.08亿元，大单资金净流出 7990.28万元。近5日主力资金净流入7.56亿元。 融资融券数据显示，该股最新（5月7日）两融余额为12.34亿元，其中，融资余额为12.25亿元，融券余 额为884.37万元。近5日融资余额合计增加1446.10万元，增幅为1.19%，融券余额合计减少42.32万元， 降幅4.57%。（数据宝） 沃尔核材5月8日交易公开信息 | 买/ | 会员营业 ...

盘面上，国防军工、通信设备、铜缆高速连接、消费电子等板块涨幅居前，种业、黄金、PEEK材料、休闲食品等板块跌幅居前。 数据显示，国防军工获得逾76亿元主力资金净流入，通信、机械设备均获得超60亿元净流入，电力设备、电子、汽车也均获得超40亿元净流入，纺织服饰 则连续8日获得净流入。基础化工主力资金净流出逾10亿元，房地产、交通运输、钢铁、美容护理也都净流出超亿元。 展望后市，国泰海通指出，相较于过去，政策预期和展望更为连续和稳定。中国股市风险溢价有望系统性下移，而无风险利率下降与资本市场制度改革将 成为增量入市的关键力量。继续看好中国AH股市，把握做多窗口期。 东兴证券认为，基本面和政策面基本明朗，短期外部因素有所缓解，市场不确定性因素下降，风险偏好有望重回升势。随着行情趋于活跃，投资者可提升 一定仓位，参与结构性行情。大科技板块仍是首选，重点关注机器人、人工智能、智能驾驶等方向；其次是消费方向，重点关注以家电、消费电子、汽车 为代表的政策红利方向。 今日，A股继续稳步上升，创业板指收复2000点大关，上证指数、上证50等则再创阶段性新高。上涨个股远多于下跌个股，市场成交萎缩至1.32万亿元。 | 代码 | ...

截至5月8日收盘，铜缆高速连接概念上涨3.04%，位居概念板块涨幅第3，板块内，35股上涨，沃尔核 材涨停，神宇股份、兆龙互连、露笑科技等涨幅居前，分别上涨7.55%、6.65%、5.98%。跌幅居前的有 华丰科技、裕太微、意华股份等，分别下跌3.28%、1.21%、0.34%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 成飞概念 | 7.01 | 大豆 | -1.62 | | 大飞机 | 3.06 | PEEK材料 | -1.39 | | 铜缆高速连接 | 3.04 | 转基因 | -1.12 | | 军工信息化 | 2.96 | 玉米 | -1.00 | | 太赫兹 | 2.90 | 氟化工概念 | -0.79 | | 军民融合 | 2.87 | 化肥 | -0.70 | | 航空发动机 | 2.86 | 粮食概念 | -0.62 | | 共享单车 | 2.86 | 环氧丙烷 | -0.60 | | 空气能热泵 | 2.76 | 黄金概念 | -0.52 | | F5G概念 | 2.35 | 金属铅 ...

Group 1 - The A-share copper cable sector is experiencing active trading, with notable stocks such as Wolong Nuclear Materials hitting the daily limit up, while Changfei Optical Fiber and Shenyu Co. have increased by over 6% [1] - Other companies in the sector, including Baosheng Co., Xinke Materials, Dingtong Technology, Ruikeda, and Jingda Co., are also seeing upward movement in their stock prices [1]

Group 1: Investment Trends of Super Investors - Super investors in A-shares have shown a significant divergence in investment directions, with a focus on computing power and humanoid robots by individual investors, while billion-dollar private equity firms have concentrated on materials and resources sectors [1] - Notable individual investor Zhang Jianping has heavily increased his stake in computing power concepts, becoming a top shareholder in companies like Hangang Steel and Aofei Data, while also increasing his holdings in Cambrian [1] - Investor Ge Weidong has entered the top ten shareholders of Su Da Weige, holding 1.62 million shares valued at approximately 30 million yuan, indicating a strategic focus on micro-nano optical materials and communication industries [1] Group 2: Private Equity Movements - Over 20 billion-dollar private equity firms have appeared in the first quarter reports of listed companies, with firms like Gao Yi Asset and Xuan Yuan Private Equity being particularly active [3] - Gao Yi Asset has newly entered the top ten shareholders of companies such as Guoci Materials and China Aluminum, while increasing stakes in Longbai Group and Zijin Mining, and reducing holdings in Hikvision and Yangnong Chemical [3] - Xuan Yuan Private Equity has also made significant moves, entering the top ten shareholders of Huabao Co. and Stanley, while reducing positions in companies like Jidong Equipment [4] Group 3: Sector Focus and Company Highlights - The computing power and humanoid robot sectors are gaining traction among individual investors, with companies like Zhongjian Technology being highlighted as key players in the humanoid robot concept [1][2] - The materials and resources sectors are favored by private equity firms, with companies like Wolong Nuclear Materials receiving attention from multiple billion-dollar private equity products [4] - The first quarter has seen a notable increase in collaboration agreements between companies like Zhongding Co. and various robot enterprises, positioning Zhongding as a leader in the humanoid robot sector [2]

Core Viewpoint - The rapid charging industry is poised for significant growth due to the increasing maturity of high-voltage fast charging technology and the ongoing demand for efficient charging solutions in the electric vehicle market [1][3]. Industry Summary - There is a substantial gap in charging infrastructure, with a projected 31.4 million electric vehicles in China by the end of 2024, representing a year-on-year growth of 53.85%. The current vehicle-to-charging pile ratio stands at 2.4:1, indicating a persistent supply-demand gap for charging stations [2]. - Enhancing battery energy density and reducing charging time are critical to alleviating range anxiety among electric vehicle users. High-power fast charging is identified as the most effective solution to address these concerns [2]. - The current public charging infrastructure predominantly features low-power charging stations, highlighting the need for increased fast charging capabilities to unlock the full potential of the electric vehicle market [2]. Technology Summary - High-voltage fast charging technology is emerging as the mainstream solution for rapid energy replenishment, offering advantages such as a larger state of charge (SOC) range, higher peak charging power, lower technical difficulty, and more controllable costs compared to traditional high-current fast charging [1][3]. - The penetration of high-voltage fast charging vehicles in the mid-to-high-end market is steadily increasing, with leading automotive companies accelerating the launch of such models [3]. - The next 2-3 years are expected to see high-voltage platforms become standard in mid-to-high-end electric vehicles, with further penetration into the mainstream market [3]. Infrastructure and Component Upgrades - The development of high-voltage fast charging necessitates systematic upgrades across the entire industry chain, from electric vehicle components to charging stations and the power grid [3]. - Increased demand for high-power charging modules and enhanced thermal management requirements, such as liquid cooling technology, are anticipated at the charging station level [3]. - At the vehicle level, there will be higher demands for high-voltage components, with trends indicating a shift from IGBT to SiC power devices, alongside upgrades in safety performance and battery material systems [3]. Investment Opportunities - The fast charging sector is expected to experience rapid growth driven by strong policy support, technological advancements, and increasing market demand. Key companies to watch in the high-voltage fast charging industry include Shenghong Co., Ltd. (300693), Wolong Nuclear Material (002130), CATL (300750), Tiannai Technology (688116), and Hongfa Technology (600885) [4].

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Views - The company has a solid advantage in traditional heat shrink materials and the power sector, with new energy products like liquid-cooled charging guns accelerating growth and opening new growth spaces [3][8]. - The subsidiary, Letin Intelligent, is a global leader in high-speed data communication copper cables, driven by "technological leadership + large-scale intelligent manufacturing," continuously consolidating its competitive advantage. Letin Intelligent is expected to benefit significantly from the demand for AI data communication, leading to rapid scale expansion [3][8]. Financial Performance - In 2024, the company achieved operating revenue of 6.927 billion yuan, a year-on-year increase of 21.03%, and a net profit attributable to shareholders of 848 million yuan, also up 21.00% year-on-year [3]. - In the first quarter of 2025, the company reported operating revenue of 1.759 billion yuan, a year-on-year increase of 26.60%, and a net profit attributable to shareholders of 250 million yuan, up 35.86% year-on-year [3]. Market Strategy - The company focuses on technological innovation to support high-quality business development, increasing R&D investment and actively developing high-end products in the electronic communication and new energy power sectors [8]. - The company is market demand-oriented, seizing industry opportunities by expanding its customer base and optimizing sales strategies, including enhancing brand building and marketing efforts [8]. - The company emphasizes lean operations, continuously promoting cost reduction and efficiency improvement through process optimization and smart production systems [8]. Profit Forecast - The company is expected to achieve net profits attributable to shareholders of 1.241 billion yuan, 1.818 billion yuan, and 2.236 billion yuan for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 46%, 47%, and 23% [8].

深圳市沃尔核材股份有限公司 独立董事二〇二四年度述职报告 曾凡跃 各位股东及股东代表： 本人作为深圳市沃尔核材股份有限公司（以下简称"公司"）独立董事，在 2024年任职期间，严格按照《中华人民共和国公司法》《上市公司独立董事管理 办法》《深圳证券交易所股票上市规则》等相关法律法规及《公司章程》《独立 董事工作制度》等公司制度规定，忠实履行职责，充分发挥独立董事的作用，切 实维护公司和全体股东尤其是中小股东的合法权益。现将本人2024年度履职情况 汇报如下： 一、基本情况 曾凡跃先生，中国国籍，1963年生，专科学历，会计师职称，非执业注册会 计师资格。曾任职于四川省大邑盐厂、蛇口中华会计师事务所、深圳市注册会计 师协会、德勤华永会计师事务所及招商局蛇口工业区控股股份有限公司等。2023 年12月至今任深圳市富安娜家居用品股份有限公司独立董事，2024年1月至今任 深圳万讯自控股份有限公司独立董事。2022年11月至今任公司独立董事，并担任 董事会审计委员会主任委员、薪酬与考核委员会委员。 作为公司的独立董事，经自查，本人符合《上市公司独立董事管理办法》《深 圳证券交易所上市公司自律监管指引第1号——主板上市 ...

1、公司于 2024 年 3 月 4 日召开了第七届监事会第十三次会议，会议审议通 过了《关于调整自有资金进行现金管理额度和期限的议案》。 会议决议公告刊登于2024年3月5日的《证券时报》《中国证券报》和巨潮资 讯网（www.cninfo.com.cn）。 2、公司于 2024 年 3 月 21 日召开了第七届监事会第十四次会议，会议审议 通过了《关于终止乐庭智联筹划创业板分拆上市和新三板挂牌的议案》。 深圳市沃尔核材股份有限公司 2024 年度监事会工作报告 2024年，深圳市沃尔核材股份有限公司（以下简称"公司"）监事会全体成 员严格按照《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民 共和国证券法》（以下简称"《证券法》"）等法律法规的规定以及《公司章程》 《监事会议事规则》等公司制度的要求，勤勉尽责、依法独立行使职权，切实维 护公司和股东的合法权益。监事会对公司生产经营活动、重大事项、财务状况以 及董事、高级管理人员履行职责情况进行了监督，在推动公司规范运作、维护公 司整体利益和股东合法权益、建立健全法人治理结构等方面发挥了应有的作用。 现将监事会2024年度主要工作情况报告如下： 一、 ...

证券代码：002130 证券简称：沃尔核材 公告编号：2025-021 深圳市沃尔核材股份有限公司 第七届监事会第二十三次会议决议公告 本公司及监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。 深圳市沃尔核材股份有限公司（以下简称"公司"）第七届监事会第二十三次 会议通知于2025年4月14日（星期一）以电话及邮件方式送达给公司3名监事。会议 于2025年4月24日（星期四）以现场会议方式在公司办公楼会议室召开，会议应到监 事3人，实到监事3人。本次监事会的召开符合《公司法》及《公司章程》的有关规 定，会议的召开合法有效。会议由监事会主席王俊先生主持，审议并通过了以下决 议： 三、以3票同意、0票反对、0票弃权，审议通过了《关于2024年度财务决算报 告的议案》。 1 2024年度，公司实现营业收入692,653.19万元，较去年同期增长21.03%；实现 归属于上市公司股东的净利润84,755.08万元，较去年同期增长21.00%；实现归属于 上市公司股东的扣除非经常性损益的净利润79,850.34万元，较去年同期增长23.35%。 本议案尚需提交股东大会审议，股东大会召 ...