Core Viewpoint - Zhaolong Interconnect's stock price closed at 50.00 yuan on August 8, 2025, reflecting a decline of 1.03% from the previous trading day, with a trading volume of 86,682 lots and a transaction amount of 437 million yuan [1] Company Overview - Zhaolong Interconnect specializes in the research and production of data cables, high-speed cables, and connection products, with applications in the communication equipment sector, including copper cable high-speed connections and optical communication modules [1] - The company has indicated that its products can be utilized in 6G high-frequency transmission and underwater data centers, showcasing its strategic positioning in cutting-edge communication technology [1] Financial Insights - On the same day, Zhaolong Interconnect experienced a net outflow of main funds amounting to 23.44 million yuan, with a cumulative net outflow of 104 million yuan over the past five days [1]

Core Viewpoint - The company, Zhaolong Interconnect, is actively engaged in the optical products sector, providing customized optical connection solutions and has established stable collaborations with clients in various fields, including financial data centers and automated factories [1] Product Offerings - The company's optical products include fiber optic cables, fiber optic jumpers, MPO/MTP pre-terminated connectors, LC fiber connectors, and optical distribution frames [1] - Zhaolong Interconnect is focusing on high-speed interconnects and hybrid optical-copper products, indicating a commitment to research and development in these areas [1] Client Collaboration - The company has initiated stable cooperation with clients in sectors such as financial data centers and automated factories, although the revenue contribution from these collaborations is currently relatively small [1] - Zhaolong Interconnect plans to deepen strategic cooperation with key clients to enhance its market position [1]

证券日报网讯兆龙互连8月7日在互动平台回答投资者提问时表示，公司伺服电缆主要用于数控机床、机 器人、自动化机械设备的伺服电机与控制器或变频器之间的连接，适用于高电磁干扰的场合；拖链电缆 主要用于数控机床、雕刻机、木工机械、钢铁生产线等自动化设备和机械生产线，特别适用于拖链应用 或频繁移动的场合。 （文章来源：证券日报） ...

Group 1 - The company, Zhao Long Interconnect (300913.SZ), has indicated that its products are applied in the renewable energy sectors, including photovoltaic and wind energy [1] - The company has successfully formed batch revenue from these applications [1]

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]

每经AI快讯，有投资者在投资者互动平台提问：请问公司生产研发的光模块具体可以应用到哪些领域 是否有稳定的市场？ （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，公司光产品涵盖数据中心运用的光缆、光纤跳 线、MPO/MTP预端接、LC光纤连接器、光配线架等连接产品，并为客户提供定制化的光连接解决方 案。目前光产品领域已经与金融数据中心、自动化工厂等领域客户开展稳定合作，合作收入占比较小。 公司也将持续加大在高速互连、光铜混合等产品的研发投入，深化与重要客户的战略合作。 ...

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].

机构表示，PEEK材料凭借其优异的性能，广泛应用于多个领域，未来有望成为人形机器人减重的重要材料，带动千亿级市场空间。 通信设备板块、液冷服务器概念亦走强，长芯博创（300548.SZ）涨超13%创历史新高，奕东电子（301123.SZ）涨超10%，长飞光纤（601869.SH）涨10%， 太辰光（300570.SZ）、兆龙互连（300913.SZ）大涨。 民生证券认为，近期海外巨头微软/谷歌/Meta/亚马逊相继披露财报，2025Q2各家CAPEX持续高企，四家单季度CAPEX合计约950亿美元，同比增长67%，环 比增长24%，并且均对未来CAPEX表达了乐观预期。此外，受AI需求驱动，微软和谷歌的云业务增速也迎来进一步提升。 银行、证券板块表现不俗，浦发银行（600000.SH）、信达证券（601059.SH）、红塔证券（601236.SH）、东兴证券（601198.SH）大涨。 消息面，近日，国务院常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策，一方面对于贷款结构性贴息有利于提振消费、小微企业， 另一方面显示出政策导向上对银行息差的呵护态度，预计后续更多结构性货币政策工具有望出台。 ...