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。 ...

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 ...

来源：新浪证券-红岸工作室 8月5日，兆龙互连涨4.93%，成交额13.75亿元，换手率10.50%，总市值163.58亿元。 异动分析 铜缆高速连接+光纤概念+5G+机器视觉+人民币贬值受益 1、2024年1月25日互动易，公司高速组件系列产品（DAC）主要运用于大型数据中心交换机与服务器 的连接，包括25G、100G、200G、400G等不同速率的产品，并已成功开发了800G传输速率的高速电缆 组件。 2、根据2025年5月29日投资者关系活动记录表：公司光产品涵盖光纤跳线、MPO/MTP预端接、LC光纤 连接器等。目前国内主要服务于金融系统（如银行）、高等院校、医疗、展馆等中高端项目；同时正进 一步拓展海外市场，逐步形成小批量业务阶段。 3、招股说明披露：公司是国内少数有能力设计制造超六类、七类、超七类乃至八类数据电缆的企业， 能够满足 5G 时代新的数据传输需求。 4、2025年2月27日互动易：公司机器视觉产品已经批量运用于多种机器视觉连接系统解决方案，包含 CoaXPress、GigE、10GigE、Camera Link、光跳线等。 资金分析 今日主力净流入3555.69万，占比0.03%，行业 ...

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 ...

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth driven by its advanced data cable products and machine vision solutions, benefiting from the depreciation of the RMB and the demand for 5G technology [2][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 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 reported revenue of 448 million yuan, a year-on-year increase of 21.54%, and a net profit attributable to shareholders of 32.59 million yuan, up 85.12% 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 ultra-category 6, 7, and 8 data cables, meeting the new data transmission demands of the 5G era [2]. - The company’s high-speed components are primarily used in large data center switches and servers, with products available in various transmission rates including 25G, 100G, 200G, 400G, and successfully developed 800G transmission rate cables [2]. Shareholder Information - As of March 31, 2025, the number of shareholders is 28,100, a decrease of 17.33% from the previous period, with an average of 7,552 circulating shares per person, an increase of 20.97% [7]. - The eighth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 1.0417 million shares, a decrease of 2.669 million shares from the previous period [9].

资金流向方面，今日主力资金净流入2276.02万元，占比成交额2.58%。其中，超大单净流入4046.27万 元、占成交额4.58%，大单净流出1770.25万元、占成交额2.01%，中单净流出流出1794.07万元、占成交 额2.03%，小单净流出481.95万元、占成交额0.55%。 金融界消息 截至2025年8月1日收盘，兆龙互连（300913）报收于49.08元，上涨1.15%，换手率6.97%， 成交量17.84万手，成交金额8.83亿元。 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%。 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 ...