Core Viewpoint - The company is experiencing rapid growth in revenue from high-speed communication cables, particularly in cutting-edge data center applications, and is increasing production capacity to meet rising demand [1] Group 1: High-Speed Communication Cables - The company reported that by 2025, revenue from high-speed communication cables is expected to grow significantly, with a high proportion of products already applied in advanced data centers and server fields, including single-channel 224G/s and multi-channel 800G/s [1] - Since 2026, the demand for high-speed cable specifications in cutting-edge data centers has been increasing rapidly, prompting the company to significantly enhance its winding equipment to meet customer needs [1] - The company's technological strength and key equipment reserves in high-speed communication cables are currently leading in the industry, and production capacity has also seen substantial improvements [1] Group 2: High-Power Liquid-Cooled Charging Guns - The company is one of the earliest developers of high-power liquid-cooled charging guns in the industry, and has begun mass supply to numerous leading domestic charging pile enterprises [1] - The company has developed a megawatt-level charging interface for commercial vehicles and European standard high-power liquid-cooled charging guns, with samples currently being tested by several charging pile customers [1]
沃尔核材(002130.SZ):已研制出商用车兆瓦级充电接口大功率液冷充电枪和欧标大功率液冷充电枪