Zhejiang Zhaolong Interconnect Technology (300913)
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兆龙互连:公司在汽车领域的布局稳步推进
Zheng Quan Ri Bao Wang· 2025-11-13 11:12
证券日报网讯兆龙互连(300913)11月13日发布公告,在公司回答调研者提问时表示,公司在汽车领域 的布局稳步推进。2025年6月,公司与奥地利汽车线束研发制造企业格里勒共同成立合资公司,同时成 为格里勒在亚太地区汽车数据电缆的独家合作方。目前,相关汽车线缆的认证、导入等前期工作正有序 开展,预计明年汽车领域客户将会进行审厂,汽车线缆有望在2026年起量。 ...
兆龙互连:公司正持续培育传输速率更高、适用场景更丰富的高附加值产品
Zheng Quan Ri Bao Wang· 2025-11-13 11:12
Core Viewpoint - Zhaolong Interconnect (300913) announced that by Q3 2025, approximately 50% of its revenue structure will come from 6A and above data cables and wiring products that support 10G data transmission, along with specialized cables and connection products [1] Group 1 - The company is focusing on developing high-value-added products with higher transmission rates and broader application scenarios, in line with the ongoing digitalization and intelligent industry trends [1] - Continuous technological breakthroughs and product iterations are expected to lead to sustained improvements in the company's profit margins [1] Group 2 - Future revenue growth drivers for the company will include optical-copper wiring products for data centers, automotive data cables, and high-speed internal and external connection products [1]
兆龙互连:与格里勒成立合资公司,汽车线缆预计2026年起量
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-13 02:29
南财智讯11月13日电,兆龙互连在投资者关系活动中表示,公司与奥地利汽车线束企业格里勒于2025年 6月共同成立合资公司,并成为其在亚太地区汽车数据电缆的独家合作方。目前相关汽车线缆的认证、 导入等前期工作有序开展,预计明年客户将进行审厂,汽车线缆产品有望自2026年起实现批量出货。 ...
兆龙互连:积极推进224G、448G高速产品及400G/800G AEC连接产品研发
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-13 02:29
南财智讯11月13日电,兆龙互连在投资者关系活动中表示,公司紧跟行业趋势和客户需求,持续推进技 术迭代与产品升级。单通道224G高速铜缆及连接产品进展顺利并持续优化,同时正在推进单通道448G 高速产品的研发工作。此外,公司正积极推进400G、800GAEC连接产品与国内客户的验证工作,以巩 固在高速互连领域的技术领先地位。 ...
兆龙互连(300913) - 2025年11月12日投资者关系活动记录表
2025-11-13 02:00
证券代码:300913 证券简称:兆龙互连 浙江兆龙互连科技股份有限公司 投资者关系活动记录表 编号:2025-004 2 | 附件清单(如有) | 无 | | | | | | --- | --- | --- | --- | --- | --- | | 日期 | 2025 | 年 | 11 | 月 12 | 日 | 3 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 □其他 | | | 华泰证券:唐攀尧 | | 参会人员 | 招商证券:李哲瀚 陈云鹏 | | | 民生加银基金:郭丰睿 | | 时间 | 2025 年 11 月 12 日 14:00-16:00 | | 地点 | 现场会议 | | 上市公司接待人 | 副总经理兼董事会秘书姚云萍女士、证券事务代表沈圆月女士 | | 员姓名 | | | | 1、公司产品线的收入结构和增长预期如何? | | | 答:公司 2025 年三季度收入结构中支持万兆数据传输的 6A | | | 及以上数据线缆及布线产品、专用电缆和连接产品 ...
兆龙互连:2025年前三季度公司营业收入为15.18亿元
Zheng Quan Ri Bao· 2025-11-12 14:24
(文章来源:证券日报) 证券日报网讯兆龙互连11月12日在互动平台回答投资者提问时表示,2025年前三季度公司营业收入为 15.18亿元,同比增长13.28%,净利润为1.38亿元,同比增长53.82%。 ...
兆龙互连跌2.17%,成交额1.75亿元,今日主力净流入-664.72万
Xin Lang Cai Jing· 2025-11-12 07:37
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 market, benefiting from the depreciation of the RMB and expanding its overseas revenue. Group 1: Company Performance - On November 12, Zhaolong Interconnect's stock fell by 2.17%, with a trading volume of 175 million yuan and a market capitalization of 15.229 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 - The company 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] - Zhaolong Interconnect's optical products include fiber jumpers, MPO/MTP pre-terminated connectors, and LC fiber connectors, primarily serving high-end projects in finance, education, healthcare, and exhibitions, 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 up to 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 56.64 yuan, with recent reductions in shareholding but at a slowing rate; the current stock price is between resistance at 51.55 yuan and support at 46.66 yuan, indicating potential for range trading [6] - The company's overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3] - The main capital inflow for the stock today was negative at 6.6472 million yuan, with no significant trend in major shareholder movements [4][5]
兆龙互连跌1.45%,成交额2.06亿元,近3日主力净流入-3655.23万
Xin Lang Cai Jing· 2025-11-10 10:46
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 sectors, benefiting from the depreciation of the RMB and expanding its overseas market presence [1][3]. 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: 43.60% from category 6 and below data communication cables, 20.81% from category 6A and above, 18.04% from specialized cables, 11.62% from connection products, and 5.94% from other sources [7]. - As of September 30, 2025, the company reported a revenue of 1.518 billion yuan, a year-on-year increase of 13.28%, and a net profit attributable to shareholders of 138 million yuan, up 53.82% year-on-year [7]. Market Position and Performance - The company has become a core partner for international leading interconnect solution providers in the active cable (AEC) sector due to its technological accumulation in high-speed cable [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, healthcare, and exhibitions, 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, 7, and 8, meeting the new data transmission demands of the 5G era [2]. Financial and Investment Insights - The company’s overseas revenue accounted for 61.93% of total revenue in the 2024 annual report, benefiting from the depreciation of the RMB [3]. - The average trading cost of the stock is 56.78 yuan, with recent reductions in holdings but at a slowing rate. The stock price is approaching a resistance level of 50.98 yuan, indicating potential for upward movement if this level is breached [6]. - 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].
兆龙互连:泰国生产基地建设及运营工作有序推进,自有土地建设部分已正式开工建设
Mei Ri Jing Ji Xin Wen· 2025-11-08 03:28
Core Viewpoint - The company is making steady progress in the construction and operation of its production base in Thailand, with the self-owned land construction officially underway [1] Group 1: Construction Progress - The construction of the self-owned land has officially commenced, and the company will continue to advance the factory and supporting facilities according to the engineering plan [1] - The construction of the smart manufacturing project for high-speed cables and connection products has been completed, with some machinery and equipment already purchased and tested [1] - Relevant equipment will be gradually put into use as part of the ongoing operational setup [1]
兆龙互连:泰国生产基地建设及运营工作有序推进
Zheng Quan Shi Bao Wang· 2025-11-08 02:57
Core Viewpoint - The company, Zhaolong Interconnect (300913), is making steady progress in the construction and operation of its production base in Thailand, with the self-owned land construction officially underway [1] Group 1: Construction Progress - The construction of the self-owned land has officially commenced, and the company will continue to advance the factory and supporting facilities according to the engineering plan [1] - The construction of the smart manufacturing project for high-speed cables and connection products has been completed, with some machinery and equipment already purchased and debugged [1] - Relevant equipment will be gradually put into use [1]