Group 1 - The company, Zhaolong Interconnect, is accelerating the construction and production of its fundraising projects, with production capacity steadily increasing [2] - The current order situation for the company is good, and overall operations are progressing in an orderly manner [2] - The company follows a market-oriented pricing principle, taking into account raw materials, market supply and demand, and industry trends for reasonable pricing [2]

Group 1 - Zhongji Xuchuang (300308) is a leading global player in the high-speed optical module sector, deeply tied to major North American cloud providers like Nvidia, Microsoft, and Google, making it a core beneficiary during the AI computing power explosion [1][24] - The company maintains a strong position in the global market for 800G and 1.6T high-speed optical module shipments, with a continuous upgrade in product structure towards high-end offerings, leading to steady improvements in gross margin and profitability [1][24] - With the large-scale rollout of Nvidia's GB300 and Rubin next-generation computing platforms, the demand for optical modules per machine has significantly increased, driving a sustained high growth in orders for the company [1][24] Group 2 - Xinyi Technology (300502) focuses on the research, production, and sales of high-speed optical modules, ranking among the few domestic companies with global competitiveness, particularly in the 400G and 800G high-end module sectors [2][25] - The company has a high proportion of overseas revenue and is closely tied to major global cloud providers and equipment manufacturers, resulting in high order visibility and outstanding delivery capabilities [2][25] - Benefiting from the accelerated construction of AI data centers and the explosive demand for high-speed interconnects, the company is seeing a continuous increase in the proportion of high-end products and an ongoing optimization of profitability [2][25] Group 3 - Luxshare Precision (002475) has rapidly entered the high-speed optical module market, becoming an important partner for leading international companies like Nvidia, leveraging its advanced manufacturing and supply chain integration capabilities [3][26] - The company has significant advantages in optical module structural components, packaging processes, and thermal solutions, allowing it to quickly respond to large-volume orders from major clients [3][26] - As AI computing demand continues to surge, the optical module business is emerging as a new growth curve for the company, supported by stable cash flow and technological synergies from its experience in consumer and automotive electronics [3][26] Group 4 - Shengyi Technology (600183) is a global leader in the field of copper-clad laminates and high-frequency materials, serving as a core upstream supplier for optical modules, servers, and data center hardware [4][27] - The demand for high-frequency and high-speed copper-clad laminates is continuously increasing due to the growth of high-speed optical modules, with the company maintaining a leading position in related materials technology and comprehensive customer coverage [4][27] - The company benefits from the accelerated construction of AI computing infrastructure and the rapid iteration of data center hardware, leading to a steady improvement in profitability [4][27] Group 5 - Pengding Holdings (002938) is a global leader in high-end printed circuit board (PCB) research, production, and sales, holding a significant position in the PCB market for high-speed communication, servers, and optical modules [5][28] - The requirements for PCB layers, precision, and signal integrity have significantly increased due to 800G and 1.6T high-speed optical modules, with the company demonstrating industry-leading technical strength and process levels [5][28] - The company is experiencing rapid growth in high-speed PCB demand as AI data center construction accelerates, leading to improvements in revenue and gross margin [5][28] Group 6 - Hengtong Optic-Electric (600487) has become a domestic industry leader by leveraging its advantages across the entire optical communication industry chain, with core competitiveness in optical modules, optical fibers, and marine communications [6][29] - The company’s high-speed optical module products cover 400G and 800G high-speed rates, achieving bulk shipments in data centers and computing interconnect scenarios [6][29] - With significant investments in silicon photonics and CPO co-packaging optical technology, the company is well-positioned to benefit from the increased global investment in computing infrastructure and the explosive demand for optical modules [6][29]

Core Viewpoint - Zhaolong Interconnect (300913) is actively collaborating with clients in the AI data center sector to validate its single-channel 224G high-speed products, while also advancing the optimization and validation of its existing single-channel 448G high-speed products [1] Group 1 - The company is currently engaged in product validation work for its single-channel 224G high-speed products in the AI data center field [1] - The company has already developed single-channel 448G high-speed products and will continue to push forward with product optimization and client validation efforts [1]

Core Viewpoint - On February 13, there were no announcements of share buybacks, but several companies announced share reductions, indicating a trend of selling among major stakeholders [1][3]. Group 1: Companies Announcing Share Reductions - Zhaolong Interconnect: Directors Song Hongxia and Deputy General Manager Shen Fuliang plan to reduce their holdings by 0.0110% [2][4]. - Gaoc测股份: The controlling shareholder and three directors plan to collectively reduce their holdings by up to 3.19% [2][4]. - ST Yigou: Shareholder Hangzhou Haoyue intends to reduce holdings by no more than 2.5% [2][4]. - Xiandao Jidian: Shareholder Sanlin Wanye plans to reduce holdings by up to 2.05% [2][4]. - Guanghuan Xinwang: The controlling shareholder Baihuida intends to reduce holdings by up to 3% [2][4]. - Chunqiu Electronics: The controlling shareholder Xue Gewen plans to reduce holdings by up to 2% [2][4]. - New Coordinates: Shareholders plan to collectively reduce holdings by up to 0.0795% [2][4]. - Zejing Pharmaceutical: Shareholders plan to collectively reduce holdings by up to 1.0385% [2][4].

Core Viewpoint - Zhaolong Interconnect (300913.SZ) announced that its director and financial officer, Song Hongxia, plans to reduce her shareholding by no more than 37,800 shares, accounting for 0.0110% of the company's total share capital, within three months after 15 trading days from the announcement date [1] Group 1 - The company disclosed that Vice General Manager Shen Fuliang also plans to reduce his shareholding by no more than 37,800 shares, which is also 0.0110% of the total share capital, within the same timeframe [1]

证券代码：300913 证券简称：兆龙互连 公告编号：2026-014 浙江兆龙互连科技股份有限公司 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。 特别提示： 浙江兆龙互连科技股份有限公司（以下简称"公司"）董事、财务负责人宋 红霞女士直接持有公司股份 151,200 股（占公司总股本的 0.0441%），计划在本 公告披露之日起 15 个交易日后的 3 个月内以集中竞价方式减持公司股份不超过 37,800 股（占公司总股本的 0.0110%）。副总经理沈福良先生直接持有公司股份 151,200 股（占公司总股本的 0.0441%），计划在本公告披露之日起 15 个交易日 后的 3 个月内以集中竞价方式减持公司股份不超过 37,800 股（占公司总股本的 0.0110%）。 公司于近日收到董事、财务负责人宋红霞女士及副总经理沈福良先生分别出 具的《关于股份减持计划的告知函》，现将相关情况公告如下： 关于董事、高级管理人员减持股份的预披露公告 注：截至本公告披露日，宋红霞女士直接持有公司股份 151,200 股，通过德清兆兴企业 管理咨询合伙企业（有限合伙）间接持有公司股份 504,000 ...

Core Viewpoint - Zhaolong Interconnect (300913) has confirmed that its optical module products are primarily used in high-speed data center scenarios [1] Group 1 - The company responded to investor inquiries on its interactive platform regarding its optical module products [1] - The company encourages stakeholders to refer to its official website and disclosed information for further details [1]

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance and is positioned as a key player in the high-speed cable and optical fiber markets, benefiting from the depreciation of the RMB and expanding its overseas market presence. Group 1: Company Performance - On February 13, Zhaolong Interconnect's stock fell by 2.39%, with a trading volume of 336 million yuan and a market capitalization of 18.514 billion yuan [1] - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%, and a net profit attributable to shareholders of 138 million yuan, up 53.82% year-on-year [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Group 2: Market Position and Products - Zhaolong Interconnect has established itself as a core partner in the active cable (AEC) sector for leading international interconnect solution providers, leveraging its technological expertise in high-speed cables [2] - The company's optical products include fiber jumpers, MPO/MTP pre-terminated connectors, and LC fiber connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2] - The company is one of the few in China capable of designing and manufacturing data cables exceeding Category 6, 6A, and even Category 8, meeting the new data transmission demands of the 5G era [2] Group 3: Financial and Technical Analysis - The average trading cost of the company's shares is 54.64 yuan, with the stock price currently near a support level of 52.99 yuan, indicating potential for a rebound if this support holds [6] - The company’s overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3] - The stock has seen a net outflow of 29.7443 million yuan from major investors today, with a total of 46.82 billion yuan net outflow in the industry, indicating a lack of clear trend among major investors [4][5]

Group 1: Company Performance - The company has released a profit forecast for 2025, expecting a net profit attributable to shareholders between 215 million and 238 million yuan, representing a year-on-year growth of 40.51% to 55.54% [2] - The non-recurring net profit is anticipated to grow by 90.93% to 111.84%, driven by the increasing demand for computing power due to advancements in global digitalization and artificial intelligence [2] Group 2: Industry Policy and Environment - The rapid development of emerging technologies such as 5G communication, cloud computing, and artificial intelligence is leading to a continuous increase in data transmission demand, thereby expanding the market capacity of the digital communication cable industry [3] - Reports indicate that leading manufacturers of photovoltaic battery components are likely to accelerate the replacement of metal pastes amid rising silver prices, which supports high-performance data transmission products [3] Group 3: Market Dynamics - Recently, the company's stock price has broken through short-term moving averages, with technical indicators showing enhanced short-term momentum [4] - There has been a net inflow of main funds, providing support to the company's stock price, which reflects market expectations regarding its growth potential [4]

关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江兆龙互连科技股份有限公司（以下简称"公司"）分别于 2026 年 1 月 14 日、2026 年 1 月 30 日召开了第三届董事会第十五次会议及 2026 年第一次临 时股东会，审议通过了《关于变更公司注册资本及修订<公司章程>的议案》。 具体内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）上披露的相关公告。 近日，公司已办理完成了工商变更登记及《公司章程》备案手续，并取得了 浙江省市场监督管理局换发的《营业执照》，具体登记信息如下： 证券代码：300913 证券简称：兆龙互连 公告编号：2026-013 浙江兆龙互连科技股份有限公司 成立日期：1995 年 08 月 21 日 住所：浙江省德清县新市镇士林工业区 经营范围：一般项目：新材料技术研发；物联网技术研发；信息系统集成服 务；电线、电缆经营；电子元器件制造；电子元器件零售；机械电气设备制造； 通信设备制造；光通信设备制造；光通信设备销售；光电子器件制造；光电子器 件销售；光缆制造；光缆销售；光 ...