Zhejiang Zhaolong Interconnect Technology (300913)

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兆龙互连(300913)7月30日主力资金净流出4478.11万元
Sou Hu Cai Jing· 2025-07-30 15:18
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。 金融界消息 截至2025年7月30日收盘,兆龙互连(300913)报收于49.12元,下跌1.17%,换手率 5.25%,成交量13.42万手,成交金额6.51亿元。 资金流向方面,今日主力资金净流出4478.11万元,占比成交额6.88%。其中,超大单净流出3622.77万 元、占成交额5.57%,大单净流出855.34万元、占成交额1.31%,中单净流出流入1450.54万元、占成交 额2.23%,小单净流入3027.58万元、占成交额4.65%。 通过天眼查大数据分析,浙江兆龙互连科技股份有 ...
兆龙互连:公司单对以太网电缆等可用于机器人
Zheng Quan Ri Bao Wang· 2025-07-30 11:13
Group 1 - The company Zhaolong Interconnect (300913) is actively engaging in the robotics sector by providing products such as robot cables, fakra coaxial components, single-pair Ethernet cables, and machine vision components [1] - The company is closely monitoring market opportunities in related fields and is committed to advancing its technological reserves and product layout [1]
兆龙互连:已成为国际头部互联方案商在有源电缆领域的核心合作伙伴
Zheng Quan Ri Bao Wang· 2025-07-30 09:42
Group 1 - The company, Zhaolong Interconnect (300913), has established itself as a core partner for leading international interconnect solution providers in the active electrical cable (AEC) sector due to its technological accumulation in high-speed cable [1]
兆龙互连:公司已成为国际头部互联方案商在有源电缆(AEC)领域的核心合作伙伴
Mei Ri Jing Ji Xin Wen· 2025-07-30 08:44
Group 1 - The company has confirmed that it is a core partner for leading international interconnect solution providers in the active cable (AEC) sector, leveraging its technological expertise in high-speed cable [2] - The inquiry from investors regarding the status of CREDO as an important customer and partner indicates a growing interest in the company's client relationships [2] - The company's response highlights its strategic positioning within the high-speed cable industry, emphasizing its role in the supply chain for advanced interconnect solutions [2]
兆龙互连:目前公司机器人电缆、fakra同轴组件、单对以太网电缆、机器视觉组件等可用于机器人
Mei Ri Jing Ji Xin Wen· 2025-07-30 08:44
Group 1 - The company has confirmed that its products are widely used in automotive and computing devices, and they are also applicable for humanoid robots [2] - The company has stated that its robot cables, fakra coaxial components, single-pair Ethernet cables, and machine vision components can be utilized in robotics [2] - The company plans to closely monitor market opportunities in the robotics sector and actively advance its technology reserves and product layout [2]
兆龙互连(300913.SZ):目前公司机器人电缆、fakra同轴组件、单对以太网电缆、机器视觉组件等可用于机器人
Ge Long Hui A P P· 2025-07-30 07:04
Core Viewpoint - The company is actively focusing on market opportunities in robotics-related components and is advancing its technology reserves and product layout in this field [1] Group 1 - The company currently offers products such as robot cables, fakra coaxial components, single-pair Ethernet cables, and machine vision components that are applicable to robotics [1] - The company will closely monitor market opportunities in related fields [1] - The company is committed to actively promoting its technology reserves and product layout [1]
兆龙互连(300913) - 关于控股股东、实际控制人及其一致行动人持股比例变动超过1%的公告
2025-07-29 10:22
证券代码:300913 证券简称:兆龙互连 公告编号:2025-055 浙江兆龙互连科技股份有限公司 关于控股股东、实际控制人及其一致行动人 持股比例变动超过 1%的公告 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。 一、本次权益变动基本情况 1、2023 年 7 月 19 日至 2025 年 7 月 24 日期间,公司 2022 年限制性股票激 励计划股份归属后导致公司总股本增加,公司控股股东浙江兆龙控股有限公司 (以下简称"兆龙控股")、实际控制人姚金龙先生及其一致行动人姚云涛先生、 姚银龙先生、德清兆兴企业管理咨询合伙企业(有限合伙)(以下简称"德清兆 兴")、德清兆信企业管理咨询合伙企业(有限合伙)(以下简称"德清兆信")、 德清县百盛企业管理有限公司(以下简称"德清百盛")合计持股比例被动稀释 0.9618%。具体内容详见公司于 2023 年 7 月 18 日披露的《关于 2022 年限制性股 票激励计划首次授予部分第一个归属期归属结果暨股份上市公告》、2024 年 7 月 26 日披露的《关于 2022 年限制性股票激励计划首次授予部分第二个归属 ...
兆龙互连(300913)7月29日主力资金净流入7291.83万元
Sou Hu Cai Jing· 2025-07-29 10:13
Group 1 - The stock price of Zhaolong Interconnect (300913) closed at 49.7 yuan, an increase of 5.54%, with a turnover rate of 8.13% and a trading volume of 207,900 hands, amounting to 1.018 billion yuan [1] - The net inflow of main funds today was 72.9183 million yuan, accounting for 7.16% of the transaction amount, with large orders showing a net inflow of 74.6185 million yuan [1] - The latest quarterly report shows total operating revenue of 448 million yuan, a year-on-year increase of 21.54%, and a net profit attributable to shareholders of 32.5924 million yuan, up 85.12% year-on-year [1] Group 2 - Zhaolong Interconnect has invested in 6 companies and participated in 41 bidding projects, with 34 trademark registrations and 174 patents [2] - The company was established in 1995 and is located in Huzhou, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1][2]
AI算力跟踪深度:算力互连复盘与展望:网络互连带宽的增速来自哪里?
Soochow Securities· 2025-07-23 11:34
Investment Rating - The industry investment rating is "Overweight" as the report anticipates that the interconnection bandwidth demand will experience rapid growth due to the "multiplier effect" [4][90]. Core Insights - The report identifies four major trends in the AI computing interconnection sector: 1. Computing hardware demand is shifting from being anchored to cloud vendors' CapEx to being anchored to the number of tokens processed. 2. The landscape of computing chips is evolving from reliance on GPUs to a coexistence of GPUs and ASICs. 3. Technological iterations are transitioning from product-level upgrades (like optical modules, PCBs, switches, and network cards) to overall upgrades at the network architecture level. 4. The focus of network interconnection upgrades is expanding from Scale Out to Scale Up, enhancing both types of networks and increasing single-chip bandwidth [5][81][85]. Summary by Sections Section 1: Market Trends - The demand for computing power is increasingly linked to the number of tokens processed rather than just cloud vendor capital expenditures [5][81]. - The growth of AI models has led to a significant increase in the demand for high-bandwidth, low-latency interconnections, particularly in the context of large-scale AI training [21][25]. Section 2: Product Innovations - New products like Sora and GB200 are driving demand for multimodal inference, with Sora requiring significantly more inference computing power compared to previous models [27][35]. - The report highlights that the performance of new interconnection technologies, such as GB200, is substantially superior to older models, enhancing overall computational efficiency [75][76]. Section 3: Capital Expenditure Trends - Capital expenditures from major cloud service providers (CSPs) are expected to continue increasing, with a notable shift towards AI computing capabilities [35][37]. - The report estimates that the ratio of NVIDIA's data center revenue from cloud vendors to the capital expenditures of five major cloud vendors has increased from 5% in Q1 2023 to approximately 30% by the second half of 2024 [37][38]. Section 4: Investment Opportunities - The report suggests that various interconnection methods, including optical, copper, and PCB connections, are likely to benefit from the anticipated growth in interconnection demand. Key companies identified include: - Optical interconnection: Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, Yuanjie Technology, Changguang Huaxin, Changxin Bochuang, Shijia Photon, Zhizhi Technology, Taicheng Light. - Copper interconnection: Zhaolong Interconnection, Zhongji Xuchuang, Hongteng Precision. - PCB: Shenghong Technology, Jingwang Electronics, Hudian Co., Shengyi Technology [4][90].
竞价折价率下行,解禁收益回升
Shenwan Hongyuan Securities· 2025-07-22 08:04
Group 1: New Issuance Dynamics - As of July 21, 2025, there are 598 ongoing private placement projects, with 26 new projects added in the last two weeks, a 30% increase from the previous period[5] - The average time from proposal to approval for private placements has decreased by 90 days to 341 days, maintaining a 100% approval rate[16] - The China Securities Regulatory Commission (CSRC) approved 11 projects, a decrease of 5 from the previous period[5] Group 2: Market Performance and Trends - The total fundraising amount for newly listed projects in the last two weeks is 14.01 billion CNY, a decrease of 38.6% from the previous period[28] - The average benchmark discount rate for competitive projects is 5.51%, down 8.49 percentage points, while the market price discount rate is 7.21%, down 7.40 percentage points[28] - The average absolute return for competitive projects that were unlocked in the last two weeks is 26.74%, with a positive return rate increasing by 20%[28] Group 3: Project Analysis - Sui Rui New Materials plans to raise up to 600 million CNY for projects related to liquid rocket engine components, with expected revenue growth exceeding 10% in 2023 and 2024[20] - Zhao Long Interconnect aims to raise up to 1.195 billion CNY for a production base in Thailand, with expected capacity increases including 170,000 kilometers of data cables[24] - The average price-to-earnings (PE) ratio for Sui Rui New Materials is 4.06, significantly higher than the industry average of 9.34%[23]