Core Viewpoint - The company, Zhaolong Interconnect (300913.SZ), is actively engaged in the optical products sector, focusing on customized optical connection solutions for data centers and automation factories, with plans to enhance R&D investments in high-speed interconnect and hybrid optical-copper products [1] Group 1: Product Offerings - The company's optical products include optical cables, fiber jumpers, MPO/MTP pre-terminated connectors, LC fiber connectors, and optical distribution frames [1] - The company has established stable cooperation with clients in financial data centers and automated factories, although the revenue contribution from these collaborations is currently small [1] Group 2: Strategic Initiatives - The company plans to increase R&D investment in high-speed interconnect and optical-copper hybrid products [1] - There is an emphasis on deepening strategic cooperation with key clients [1]

Core Viewpoint - The company Zhaolong Interconnect (300913.SZ) specializes in servo cables and drag chain cables, which are essential for automation equipment and machinery in high electromagnetic interference environments [1] Group 1: Product Applications - Servo cables are primarily used for connecting servo motors to controllers or inverters in CNC machine tools, robots, and automated machinery [1] - Drag chain cables are utilized in CNC machine tools, engraving machines, woodworking machinery, and steel production lines, particularly suitable for drag chain applications or frequent movement scenarios [1]

Core Viewpoint - The company, Zhaolong Interconnect (300913.SZ), is actively engaged in the production and research of optical modules, which are applicable in various fields, including data centers and automated factories, and is focusing on expanding its market presence and product development [2]. Group 1: Product Applications - The company's optical products include optical cables, fiber jumpers, MPO/MTP pre-terminated connectors, LC fiber connectors, and optical distribution frames, specifically designed for data center applications [2]. - The company provides customized optical connection solutions to its clients, indicating a tailored approach to meet specific market needs [2]. Group 2: Market Stability and Partnerships - The company has established stable collaborations with clients in sectors such as financial data centers and automated factories, although the revenue from these collaborations currently represents a small proportion of total income [2]. - The company plans to increase its investment in research and development for high-speed interconnects and optical-copper hybrid products, aiming to deepen strategic partnerships with key clients [2].

每经AI快讯，有投资者在投资者互动平台提问：公司千兆以太网产品包括铜缆等多种系列产品在汽车 上有应用，目前有和哪些新能源汽车厂商有业务合作？ （文章来源：每日经济新闻） 兆龙互连（300913.SZ）8月7日在投资者互动平台表示，公司近年来在汽车数据通信电缆领域持续投 入，并已通过IATF16949汽车专用线缆体系认证。目前公司已与奥地利汽车线束研发制造企业GG成立 合资公司，负责GG在亚太市场的汽车线缆的设计与制造。公司将继续积极推进汽车线缆认证等相关工 作，进一步拓展业务。 ...

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 data transmission and the depreciation of the RMB. Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. The company specializes in the design, manufacturing, and sales of data cables, specialized cables, and connection products [7]. - The revenue composition includes: 52.44% from category 6 and below data communication cables, 21.25% from category 6A and above, 10.04% from connection products, 8.51% from specialized cables, and 4.54% from other products [7]. Financial Performance - For the first quarter of 2025, the company achieved a revenue of 448 million yuan, representing a year-on-year growth of 21.54%. The net profit attributable to shareholders was 32.59 million yuan, reflecting an 85.12% increase 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]. Market Position and Trends - The company is one of the few in China capable of designing and manufacturing data cables that meet the new transmission demands of the 5G era [2]. - As of the 2024 annual report, overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3]. Product Development - The company has developed high-speed components for large data center switches and servers, with products supporting transmission rates of 25G, 100G, 200G, 400G, and has successfully developed an 800G transmission rate cable [2]. - The product range includes optical 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]. Stock Performance - On August 6, the stock price of Zhaolong Interconnect fell by 2.35%, with a trading volume of 867 million yuan and a turnover rate of 6.62%, resulting in a total market capitalization of 15.973 billion yuan [1]. - The average trading cost of the stock is 47.76 yuan, with the current price near a support level of 50.98 yuan [6].

Market Performance - The three major indices collectively strengthened, with the Shanghai Composite Index rising by 0.96% to surpass the 3600-point mark, the Shenzhen Component Index increasing by 0.59%, and the ChiNext Index up by 0.39%. The total trading volume in the Shanghai and Shenzhen markets was approximately 1.60 trillion yuan [2]. Military Industry - The military sector showed outstanding performance, with North China Long Dragon (301357.SZ) rising over 14%, Great Wall Military Industry (601606.SH) hitting the daily limit of 10%, and other companies like Construction Industry (002265.SZ) and Aileda (300696.SZ) also experiencing significant gains. The "14th Five-Year Plan" is entering its final phase, and events like the August 1st Army Day and the September 3rd military parade are driving a reshaping of the military industry [3]. PEEK Materials and Robotics - PEEK materials and robotics concepts gained strength, with Xinhan New Materials (301076.SZ) rising by 20%, Huami New Materials (836247.BJ) up over 12%, and Zhongxin Fluorine Materials (002915.SZ) increasing by 10%. The stock Weixin New Materials (688585.SH) resumed trading and hit the daily limit of 20%, having accumulated over 1300% growth since July [3]. Communication Equipment and AI Demand - The communication equipment sector and liquid cooling server concepts also performed well, with Changxin Bochuang (300548.SZ) rising over 13% to reach a historical high, and Yidong Electronics (301123.SZ) increasing by over 10%. Major tech companies like Microsoft, Google, Meta, and Amazon reported high capital expenditures (CAPEX) for Q2 2025, totaling approximately $95 billion, a year-on-year increase of 67% and a quarter-on-quarter increase of 24% [4]. Banking and Securities Sector - The banking and securities sectors performed well, with companies like Shanghai Pudong Development Bank (600000.SH) and Xinda Securities (601059.SH) experiencing significant gains. Recent government policies aimed at personal consumption loan interest subsidies and service industry loan interest subsidies are expected to boost consumption and small businesses, indicating a supportive stance towards bank interest margins [5]. Weak Performers - The traditional Chinese medicine and film sectors showed weakness, with Qizheng Tibetan Medicine (002287.SZ) dropping by 9.98% and Xingfu Blue Ocean (300528.SZ) declining over 6%. Some innovative drug concepts also faced downturns, with companies like Qianfang Biology (688221.SH) and Hite Biology (300683.SZ) experiencing declines [5].

天眼查商业履历信息显示，浙江兆龙互连科技股份有限公司，成立于1995年，位于湖州市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本25956.1736万人民币，实缴资本 25956.1736万人民币。公司法定代表人为姚金龙。 通过天眼查大数据分析，浙江兆龙互连科技股份有限公司共对外投资了6家企业，参与招投标项目41 次，知识产权方面有商标信息34条，专利信息174条，此外企业还拥有行政许可20个。 兆龙互连最新一期业绩显示，截至2025一季报，公司营业总收入4.48亿元、同比增长21.54%，归属净利 润3259.24万元，同比增长85.12%，扣非净利润3172.91万元，同比增长105.80%，流动比率4.112、速动 比率2.822、资产负债率16.18%。 金融界消息 截至2025年8月5日收盘，兆龙互连（300913）报收于52.31元，上涨4.93%，换手率10.5%， 成交量26.87万手，成交金额13.75亿元。 资金流向方面，今日主力资金净流入3780.78万元，占比成交额2.75%。其中，超大单净流入4577.04万 元、占成交额3.33%，大单净流出796.26万 ...

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing significant growth in its revenue and profit, driven by its advanced product offerings in high-speed data cables and optical products, as well as benefiting from the depreciation of the RMB [2][3][7]. Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. The company specializes in the design, manufacturing, and sales of data cables, specialized cables, and connection products [7]. - The main revenue composition includes: 52.44% from category 6 and below data communication cables, 21.25% from category 6A and above, 10.04% from connection products, 8.51% from specialized cables, and 4.54% from other products [7]. Financial Performance - For the first quarter of 2025, the company achieved a revenue of 448 million yuan, representing a year-on-year growth of 21.54%. The net profit attributable to the parent company was 32.59 million yuan, marking an 85.12% increase year-on-year [7]. - As of March 31, 2025, the company had a total market capitalization of 16.358 billion yuan, with a trading volume of 1.375 billion yuan and a turnover rate of 10.50% [1]. Product and Market Development - The company has developed high-speed components for large data center switches and servers, with products supporting transmission rates of 25G, 100G, 200G, 400G, and has successfully developed an 800G transmission rate cable [2]. - The optical products include fiber optic jumpers and 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 of category 6 and above, meeting the new data transmission demands of the 5G era [2]. Market Position and Trends - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 61.93% of total revenue as of the 2024 annual report [3]. - The stock has seen a net inflow of 35.56 million yuan from major investors, indicating a growing interest in the company's shares [4]. Technical Analysis - The average trading cost of the stock is 47.50 yuan, with the current price fluctuating between resistance at 53.50 yuan and support at 51.55 yuan, suggesting potential for short-term trading strategies [6].

Group 1 - Copper cable stocks continued to strengthen in the afternoon, with Changxin Bochuang rising over 16%, reaching a historical high [2] - Yidong Electronics increased by over 10%, indicating strong market performance [2] - Other companies such as Xinke Materials, Taicheng Light, Zhaolong Interconnect, Changfei Fiber, and Huamai Technology also experienced gains [2]

（原标题：兆龙互连大宗交易成交442.26万元） 兆龙互连8月4日大宗交易平台出现一笔成交，成交量7.51万股，成交金额442.26万元，大宗交易成交价为58.89元，相对今日收盘价溢价18.13%。 该笔交易的买方营业部为粤开证券股份有限公司深圳分公司，卖方营业部为东方财富证券股份有限公司拉萨东环路第一证券营业部。 证券时报•数据宝统计显示，兆龙互连今日收盘价为49.85元，上涨1.57%，日换手率为6.14%，成交额为7.72亿元，全天主力资金净流入1038.64万 元，近5日该股累计上涨5.86%，近5日资金合计净流入1.18亿元。 两融数据显示，该股最新融资余额为3.61亿元，近5日增加5618.69万元，增幅为18.41%。（数据宝） 8月4日兆龙互连大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日 收盘折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | 7.51 | 442.26 | 58.89 | | 18.13 粤 ...