格隆汇9月2日丨伟隆股份(002871.SZ)在投资者互动平台表示，数据中心一次侧主要包含冷却塔和管 路，二次侧主要包含CDU和服务器。公司数据中心领域阀门收入主要来源于冷却塔、管路以及CDU， 公司相关产品主要销往北美和东南亚。目前，公司已为微软在印尼的数据中心提供产品，其他主要厂商 正在积极推进。 ...

Group 1 - The company has specified that its data center applications include primary and secondary sides, with primary side comprising cooling towers and pipelines, and secondary side including CDU and servers [2] - The company's revenue from valves in the data center sector mainly comes from cooling towers, pipelines, and CDU, with significant sales directed towards North America and Southeast Asia [2] - The company has already supplied products for Microsoft's data center in Indonesia, and is actively advancing with other major manufacturers [2]

证券日报网讯伟隆股份9月1日在互动平台回答投资者提问时表示，公司产品在数据中心液冷系统的一次 侧及二次侧均有使用。 （文章来源：证券日报） ...

证券日报网讯伟隆股份9月1日在互动平台回答投资者提问时表示，公司产品没有在数据中心服务器上应 用。 （文章来源：证券日报） ...

（文章来源：证券时报网） 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买二、卖一、卖三、卖四、卖五，合 计买入金额4231.89万元，卖出金额6688.57万元，合计净卖出2456.67万元。 资金流向方面，今日该股主力资金净流出4361.89万元，其中，特大单净流出4037.27万元，大单资金净 流出324.62万元。近5日主力资金净流出5562.73万元。（数据宝） 伟隆股份9月1日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 甬兴证券有限公司深圳分公司 | 2124.92 | 2037.52 | | 买二 | 机构专用 | 1855.34 | 1575.28 | | 买三 | 申万宏源证券有限公司上海浦东新区陆家嘴环路证券营 | 1543.41 | 0.00 | | | 业部 | | | | 买四 | 东方证券股份有限公司张家港东环路证券营业部 | 1464.21 | 0.00 | | 买五 | 兴业证券股份有限公司漳浦印石中路证券营业部 | 1369 ...

Core Viewpoint - Weilon Co., Ltd. experienced a significant drop in stock price, reaching a limit down of 10.02% on September 1, 2025, attributed to various operational challenges and external market factors [1][2]. Group 1: Company Performance - The company's net profit has significantly declined due to rising raw material costs and foreign exchange losses, which have adversely affected its profitability and financial health [2]. - Raw material costs constitute a high percentage of the company's expenses, and fluctuations in these prices, along with extended inventory turnover days and increased accounts receivable, are putting pressure on operations [2]. Group 2: Market and Trade Impact - In 2024, 75.69% of the company's revenue came from exports, making it highly susceptible to international trade policy changes, which could lead to reduced orders and market share [2]. - The uncertainty in international trade conditions may negatively impact the company's performance and stock price [2]. Group 3: Market Sentiment and Technical Indicators - Despite the company achieving a "historical high" concept on August 30, 2025, rapid changes in market sentiment could affect its stock performance if related sectors underperform or interest in the new high concept wanes [2]. - Short-term capital outflows and negative technical signals, such as MACD crossovers and BOLL channel breakdowns, may trigger panic selling among investors, contributing to the stock's limit down [2].

诺安多策略混合A（320016）基金经理为孔宪政、王海畅。 截至发稿，孔宪政累计任职时间4年280天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 72.09%， 任职期间最差基金回报-16.74%。 王海畅累计任职时间3年42天，现任基金资产总规模25.29亿元，任职期间最佳基金回报59.98%， 任职 期间最差基金回报-18.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，青岛伟隆阀门股份有限公司位于山东省青岛市高新区春阳路789号，成立日期1995年6月8 日，上市日期2017年5月11日，公司主营业务涉及阀门及其配件、汽车配件铸件、管件的生产、销售及 相关业务。主营业务收入构成为：阀门销售80.11%，阀门零件及管件销售11.72%，机械铸件及其他 4.44%，过滤器销售3.72%。 从伟隆股份十大流通股东角度 数据显示，诺安基金旗下1只基金位居伟隆股份十大流通股东。诺安多策略混合A（320016）二季度新 进十大流通股东，持有股数93 ...

据证券之星公开数据整理，近期伟隆股份（002871）发布2025年中报。截至本报告期末，公司营业总收 入2.72亿元，同比上升12.86%，归母净利润5901.87万元，同比上升15.14%。按单季度数据看，第二季 度营业总收入1.51亿元，同比上升6.89%，第二季度归母净利润3355.48万元，同比上升14.48%。本报告 期伟隆股份应收账款上升，应收账款同比增幅达43.41%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为13.17%，资本回报率强。去年的净利率为22.65%，算上全部成本后，公 司产品或服务的附加值高。从历史年报数据统计来看，公司上市以来中位数ROIC为13.17%，投资回报 也较好，其中最惨年份2019年的ROIC为7.88%，投资回报一般。公司历史上的财报相对良好（注：公司 上市时间不满10年，上市时间越长财务均分参考意义越大。）。 偿债能力：公司现金资产非常健康。 财报体检工具显示： 建议关注公司应收账款状况（应收账款/利润已达122. ...

Group 1 - The company Qingdao Weilon Valve Co., Ltd. announced its 2025 semi-annual profit distribution plan, which was approved by the board and will be submitted for shareholder approval [2][3] - For the first half of 2025, the company reported a net profit attributable to shareholders of 59,018,699.93 yuan, and plans to distribute a cash dividend of 0.50 yuan per 10 shares, totaling an estimated 12,592,692.25 yuan based on the current total share capital of 251,853,845 shares [2][3] - The profit distribution plan is deemed reasonable and beneficial for the company's sustainable development, aligning with regulatory guidelines and the company's articles of association, while balancing performance growth and shareholder returns [3] Group 2 - The company will adjust the distribution amount if there are changes in total share capital due to new share issuance, stock incentive plans, convertible bond conversions, or share buybacks before the implementation of the profit distribution plan [3] - The announcement emphasizes the importance of rational investment and the need for investors to be aware of investment risks [3] - Relevant insider information handlers have fulfilled their confidentiality obligations and are prohibited from insider trading [3]

Group 1 - The core viewpoint of the article highlights the financial performance of Weilon Co., Ltd. for the first half of 2025, showing positive growth in revenue and net profit [1] - The company's operating revenue for the first half of 2025 is approximately 272 million yuan, representing a year-on-year increase of 12.86% [1] - The net profit attributable to shareholders of the listed company is around 59.02 million yuan, reflecting a year-on-year increase of 15.14% [1] - The basic earnings per share is reported at 0.28 yuan, which is a year-on-year increase of 16.67% [1]