Core Viewpoint - Zhaolong Interconnect (300913) reported a significant growth in revenue and net profit for the first half of 2025, driven by strong market demand and strategic product offerings [1][2]. Financial Performance - The company achieved operating revenue of 972 million yuan, a year-on-year increase of 14.29% [1]. - The net profit attributable to shareholders reached 89.61 million yuan, reflecting a substantial growth of 50.30% compared to the same period last year [1]. Market Opportunities - Zhaolong Interconnect capitalized on the booming data transmission and communication connection market, with specialized cable sales surging by 154.73% year-on-year [2][4]. - The global digital economy and high-tech industries are expanding, creating vast market opportunities in the communication connection sector [3][7]. Product Development - The company has developed a comprehensive product matrix, offering a full range of data cables from category 5e to 8, catering to various critical applications [3]. - High-speed transmission cables can support a maximum working frequency of 60GHz, essential for efficient connections in data centers and AI computing centers [3][4]. Industry Growth - The global high-speed cable market is projected to grow at a compound annual growth rate (CAGR) of 10.2%, with market size expected to increase from 12.9 billion USD in 2024 to 24.99 billion USD by 2031 [4]. - The demand for industrial communication cables and connection products is anticipated to continue growing rapidly, driven by advancements in automotive electronics, IoT, and smart manufacturing [4][6]. Product Sales Performance - Sales revenue from high-end data cables (6A and above) increased by 7.72% year-on-year, while specialized cable sales revenue saw a remarkable growth of 154.73% [4]. - Revenue from connection products grew by 46.8% year-on-year, supported by deep market penetration and technological advancements [5]. Technological Advancements - The company is focusing on key technological areas such as signal compensation, high-frequency attenuation suppression, and ultra-high-frequency transmission cable development [5][6]. - Zhaolong Interconnect has established partnerships with leading companies in various industries, enhancing its capabilities in industrial Ethernet and automation [6]. Future Outlook - The ongoing trends in information technology, digitalization, and smart technology are expected to drive further growth in the digital communication industry [7]. - The company aims to continue enhancing product quality and reliability, solidifying its leading position in the industry [7].

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance and is positioned to benefit from trends in high-speed connectivity, 5G, and machine vision technologies. Group 1: Company Performance - On August 29, Zhaolong Interconnect's stock fell by 4.56%, with a trading volume of 1.165 billion yuan and a turnover rate of 7.21%, bringing the total market capitalization to 19.591 billion yuan [1] - For the first half of 2025, the company achieved operating revenue of 972 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 89.61 million yuan, up 50.30% 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: Product and Market Position - The company specializes in high-speed components for large data center switches and servers, with products supporting transmission rates of 25G, 100G, 200G, 400G, and has developed an 800G transmission rate cable [2] - Zhaolong Interconnect is one of the few domestic companies capable of designing and manufacturing data cables exceeding Category 6, 7, and even Category 8, meeting the new data transmission demands of the 5G era [2] - The company's optical products include fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2] Group 3: Market Dynamics - As of the 2024 annual report, overseas revenue accounted for 61.93% of the company's total revenue, benefiting from the depreciation of the Chinese yuan [3] - The average trading cost of the stock is 55.10 yuan, with the stock currently near a resistance level of 64.00 yuan, indicating potential for upward movement if this level is surpassed [6] - The stock's main capital flow shows a net outflow of 138 million yuan today, with no significant trends in capital movement observed [4][5]

Group 1 - The core viewpoint of the news is that Zhaolong Interconnect (300913.SZ) has reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in fund holdings [1] - As of August 27, 2025, a total of 13 institutional investors hold 160 million shares of Zhaolong Interconnect, accounting for 51.36% of the total share capital [1] - The top ten institutional investors include Zhejiang Zhaolong Holdings Co., Ltd., Deqing Zhaoxing Enterprise Management Consulting Partnership, and others, with their combined holding ratio increasing by 0.62 percentage points compared to the previous quarter [1] Group 2 - In terms of public funds, two new public funds have been disclosed this period, including Southern CSI 1000 ETF and Galaxy CSI Communication Equipment Theme Index Initiation A [1] - Four public funds were not disclosed this period compared to the previous quarter, including Hengyue Growth Selected Mixed A and others [1] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.21% compared to the previous period [2]

Core Viewpoint - The company, Zhaolong Interconnect, is focusing on the optical communication industry, particularly in providing optical connection solutions for high-end clients in sectors like finance, while aiming to expand its market presence and seize opportunities in the optical communication sector [1] Company Summary - Zhaolong Interconnect's current optical products include optical cables, optical fiber jumpers, MPO/MTP pre-terminated connectors, LC optical connectors, and optical distribution frames, primarily used in data center applications [1] - The revenue contribution from high-end clients, such as those in the financial sector, is currently relatively small, indicating potential for growth in this area [1] - The company plans to continue deepening its engagement in the optical communication industry and actively explore market opportunities [1]

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., has shown significant growth in revenue and profit, benefiting from the depreciation of the RMB and its strong position in the data cable and connectivity market. Group 1: Company Performance - For the first half of 2025, the company achieved a revenue of 972 million yuan, representing a year-on-year growth of 14.29% [7] - The net profit attributable to the parent company for the same period was 89.61 million yuan, reflecting a year-on-year increase of 50.30% [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 - The company specializes in the design, manufacturing, and sales of data cables, specialized cables, and connectivity products, with a revenue composition of 52.44% from category 6 and below data communication cables, 21.25% from category 6A and above, and 10.04% from connectivity products [7] - The company is one of the few in China capable of designing and manufacturing ultra-category 6, 7, and 8 data cables, meeting the new data transmission demands of the 5G era [2] - The company has successfully developed high-speed cable components with transmission rates of up to 800G, primarily used in large data center switches and servers [2] Group 3: Market Dynamics - The company's overseas revenue accounted for 61.93% of total revenue in 2024, benefiting from the depreciation of the RMB [3] - The company is expanding its market presence, particularly in high-end projects within the financial system, higher education, healthcare, and exhibition venues, while also venturing into overseas markets [2] Group 4: Technical Analysis - The average trading cost of the company's shares is 54.43 yuan, with the stock price currently fluctuating between resistance at 69.99 yuan and support at 56.03 yuan, indicating potential for range trading [6] - The main capital inflow today was 52.94 million yuan, with a net inflow of 529.39 million yuan over the past three days [5]

Core Viewpoint - Zhaolong Interconnect (300913.SZ) reported significant growth in its half-year financial results, indicating strong operational performance and profitability [1] Financial Performance - The company achieved operating revenue of 971.717 million yuan, representing a year-on-year increase of 14.29% [1] - The total profit reached 101.0704 million yuan, marking a year-on-year growth of 51.37% [1] - The net profit attributable to shareholders was 89.6101 million yuan, reflecting a year-on-year increase of 50.30% [1]

兆龙互连(300913.SZ)发布2025年半年度报告，该公司营业收入为9.72亿元，同比增长14.29%。归属于上 市公司股东的净利润为8961.01万元，同比增长50.30%。归属于上市公司股东的扣除非经常性损益的净 利润为8568.56万元，同比增长103.58%。基本每股收益为0.29元。 ...

浙江兆龙互连科技股份有限公司 2025 年半年度报告披露提示性公告 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"）于 2025 年 8 月 26 日 召开第三届董事会第十二次会议及第三届监事会第十一次会议，审议通过了《关 于 2025 年半年度报告及摘要的议案》。 证券代码：300913 证券简称：兆龙互连 公告编号：2025-058 为使投资者全面了解公司 2025 年半年度的经营成果及财务状况等信息，公 司《2025 年半年度报告》和《2025 年半年度报告摘要》于 2025 年 8 月 28 日在 中 国 证 券 监 督 管 理 委 员 会 指 定 的 创 业 板 信 息 披 露 网 站 巨 潮 资 讯 网 （www.cninfo.com.cn）上披露。敬请广大投资者注意查阅。 特此公告。 浙江兆龙互连科技股份有限公司董事会 2025 年 8 月 28 日 ...

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浙江兆龙互连科技股份有限公司（以下简称"公司"）第三届监事会第十一 次会议于 2025 年 8 月 26 日在公司会议室以现场方式召开。会议通知已于 2025 年 8 月 15 日以书面及电子邮件等方式发出。本次会议由公司监事会主席姚伟民 先生召集并主持，应出席会议的监事 3 人，实际出席会议的监事 3 人。公司董事 会秘书列席了本次会议。本次会议的召集、召开及表决程序符合《公司法》及《公 司章程》的有关规定，会议合法有效。 证券代码：300913 证券简称：兆龙互连 公告编号：2025-060 浙江兆龙互连科技股份有限公司 第三届监事会第十一次会议决议公告 本公司及监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。 一、监事会会议召开情况 2025 年 8 月 28 日 二、监事会会议审议情况 经与会监事认真审议，形成决议如下： 1、审议通过《关于 2025 年半年度报告及摘要的议案》 经审议，监事会认为：董事会编制和审核公司 2025 年半年度报告的程序符 合法律、行政法规和中国证监会的规定，报告内容真实、准确、完整地反映了公 司的实际情况，不存在任何虚假记载、误导性 ...