证券日报网讯伟隆股份（002871）9月2日在互动平台回答投资者提问时表示，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, Weilon Co., Ltd., provides a variety of products including butterfly valves, ball valves, gate valves, control valves, exhaust valves, pressure reducing valves, and regulating actuators [1] - The company's products are primarily used in data center applications, specifically in primary side cooling towers, pipelines, and secondary side CDU (Cooling Distribution Unit) equipment [1]

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].

Group 1 - The core point of the news is that Weilon Co., Ltd. experienced a stock price drop of 5.18% on September 1, with a current share price of 18.84 CNY and a total market capitalization of 4.745 billion CNY [1] - Weilon Co., Ltd. is primarily engaged in the production and sales of valves and their accessories, automotive parts castings, and pipe fittings, with valve sales accounting for 80.11% of its main business revenue [1] - The company was established on June 8, 1995, and went public on May 11, 2017 [1] Group 2 - Among the top ten circulating shareholders of Weilon Co., Ltd., a fund under Nuoan Fund, specifically Nuoan Multi-Strategy Mixed A (320016), entered the top ten in the second quarter, holding 939,800 shares, which is 0.78% of the circulating shares [2] - The estimated floating loss for Nuoan Multi-Strategy Mixed A today is approximately 968,000 CNY [2] - The fund has achieved a year-to-date return of 57.82%, ranking 426 out of 8,254 in its category, and a one-year return of 118.35%, ranking 202 out of 8,037 [2] Group 3 - The fund manager of Nuoan Multi-Strategy Mixed A is Kong Xianzheng, who has been in the position for 4 years and 280 days, with a total fund asset size of 4.607 billion CNY and a best return of 72.09% during his tenure [3] - Wang Haichang, the other fund manager, has been in the position for 3 years and 42 days, managing assets of 2.529 billion CNY, with a best return of 59.98% during his tenure [3]

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. ...