证券日报网讯 2月27日，兆龙互连在互动平台回答投资者提问时表示，公司募投项目正在加快建设与投 产，产能稳步爬坡。公司目前订单情况良好，整体经营有序推进。公司遵循市场化的定价原则，将结合 原材料、市场供需、行业趋势等多种因素合理定价。 （文章来源：证券日报） ...

（来源：淘金ETF） 1. 中际旭创（300308）作为全球高速光模块领域的绝对龙头企业，中际旭创深度绑定英伟达、微软、谷 歌等北美头部云厂商，是AI算力爆发周期内最具确定性的核心受益标的。800G与1.6T高速光模块出货 量稳居全球前列，产品结构持续向高端迭代，毛利率与盈利水平稳步抬升。随着英伟达GB300与Rubin 新一代算力平台规模化落地，单机光模块用量大幅提升，直接推动公司订单持续高增。在CPO共封装光 学领域，企业技术储备完善，与产业链上下游协同推进下一代互联方案，长期成长空间进一步打开。北 美四大云厂商资本开支同比增长超60%，叠加英伟达业绩超预期，公司未来两年业绩确定性极高，产能 持续满载，客户结构优质且壁垒深厚，是光模块板块中业绩弹性最强、成长逻辑最清晰的龙头企业。 2. 新易盛（300502） 专注于高速光模块研发、生产与销售的新易盛，是国内少数具备全球竞争力的核心企业，产品覆盖数据 中心、电信传输全场景，在400G、800G高端模块领域出货量位居行业第一梯队。企业海外收入占比 高，深度绑定全球主流云厂商与设备商，订单能见度高且交付能力突出。受益于AI数据中心建设提速 与高速互联需求爆发， ...

【金融街证券ETF研究】证券研究报告 · 基金研究 | 2026/2/25 ● 铜连接/线缆 一交换机 CPO光模块 · 源杰科技/新易盛 · 华丰科技 /瑞可达 · 紫光股份 / 锐捷网络 · 中际旭创 / 光迅科技 · 宝胜股份 / 鼎通科技 · 星网锐捷 / 菲菱科思 · 天孚通信 / 太辰光 · 沃尔核材 / 金田股份 · 共进股份 · 德科立 / 长芯博创 · 兆龙互联 / 神宇股份 数据来源:Wind数据库,金融街证券研究所梳理 重点 注ETF标的清单 分析师:张一 S0670524030001|张宁 S0670524090001|刘艳平 S0670512050002| 余闵华 S0670524050001 |周晟昂 S0670525050001 | 陈阳 S0670525120001 | 蔡萌萌 S0670524110001 | 徐娜 S0670524020001 "十五五"规划一人工智能(网络设施) · 技术概况: 人工智能(ArtificialIntelligence,Al)是研究、开发 用于模拟、延伸和扩展人类智能的理论、方法、技术及应用系统的一 门技术科学,其核心在于通过计算机系统模拟人 ...

证券日报网讯2月25日，兆龙互连（300913）在互动平台回答投资者提问时表示，公司单通道224G高速 产品目前正积极配合AI数据中心领域的客户开展产品验证工作；同时，公司已有单通道448G高速产 品，将继续推进产品优化与客户验证相关工作。 ...

Group 1 - China National Airlines reported a 3% year-on-year increase in passenger turnover for January 2026, despite a 0.9% decrease in passenger capacity [1] - China National Airlines' cargo capacity decreased by 3.9%, but cargo turnover increased by 4.4% [1] - The cargo load factor improved by 2.8 percentage points to 35.6% [1] Group 2 - Dongfang Chuangye obtained a loan commitment letter from China Minsheng Bank for up to 90 million yuan, intended for share repurchase [2] - China Merchants Port reported a 2.2% year-on-year increase in container throughput for January 2026, totaling 18.083 million TEUs [3] - ST Yigou announced a plan by a major shareholder to reduce holdings by up to 2.5% of the company's shares [4] Group 3 - Southwest Securities plans to raise up to 6 billion yuan through a private placement to supplement its capital [5] - Hanzhong Precision reported a 45.54% year-on-year decline in net profit for 2025, with revenue down 20.32% [6] - SF Holding's total revenue from express logistics, supply chain, and international business grew by 2.22% year-on-year in January 2026 [12] Group 4 - Yunda Holdings reported an 18.01% year-on-year increase in express service revenue for January 2026, amounting to 4.802 billion yuan [18] - High德红外 signed a contract worth 1.851 billion yuan for a complete equipment system, significantly impacting its Q1 2026 performance [19] - SanSheng Guojian received approval for the market launch of its new drug, Anmu Qita monoclonal antibody injection [27] Group 5 - Nanjing Chemical Fiber plans to acquire 100% of Nanjing Gongyi through asset swaps and share issuance [33] - Runze Technology intends to purchase 42.56% of Guangdong Runhui through convertible bonds [35] - ST Xintong's subsidiary signed a server procurement contract worth approximately 400 million yuan [25]

Core Viewpoint - On February 13, there were no announcements of share buybacks, but several companies announced share reductions, indicating a trend of selling among major stakeholders [1][3]. Group 1: Companies Announcing Share Reductions - Zhaolong Interconnect: Directors Song Hongxia and Deputy General Manager Shen Fuliang plan to reduce their holdings by 0.0110% [2][4]. - Gaoc测股份: The controlling shareholder and three directors plan to collectively reduce their holdings by up to 3.19% [2][4]. - ST Yigou: Shareholder Hangzhou Haoyue intends to reduce holdings by no more than 2.5% [2][4]. - Xiandao Jidian: Shareholder Sanlin Wanye plans to reduce holdings by up to 2.05% [2][4]. - Guanghuan Xinwang: The controlling shareholder Baihuida intends to reduce holdings by up to 3% [2][4]. - Chunqiu Electronics: The controlling shareholder Xue Gewen plans to reduce holdings by up to 2% [2][4]. - New Coordinates: Shareholders plan to collectively reduce holdings by up to 0.0795% [2][4]. - Zejing Pharmaceutical: Shareholders plan to collectively reduce holdings by up to 1.0385% [2][4].

Major Announcements - Tianfeng Securities received a notice from the China Securities Regulatory Commission regarding a case of information disclosure violation related to Fujian Yong'an Forestry Group, and the company will cooperate with the investigation [1] - Zhengyuan Wisdom's actual controller was sentenced to three years in prison for manipulating the securities market, but the company's operations remain normal and unaffected [1] - Jialin Jie announced that its actual controller was detained by the Shijiazhuang Public Security Bureau, but the company's control has not changed and operations are normal [2] - Chuangshi Technology's actual controller received a two-year prison sentence for bribery, but this will not impact the company's operations [2] - Xibu Securities received approval from the China Securities Regulatory Commission for its market-making trading business qualification [3] Corporate Actions - Zongshen Power is planning a major asset swap with Longxin General, aiming to resolve competition issues and promote clearer business development [6] - KOTAI Power has decided to terminate its H-share issuance plans due to various factors, but its operations remain stable [4] - Shaanxi Huada has terminated its acquisition of Huajing Microelectronics due to uncertainties in the restructuring plan [5] Contracts and Projects - Gaode Infrared signed a contract worth 1.851 billion yuan for a complete equipment system, which is expected to significantly impact its Q1 2026 performance [7] - Anhui Construction won three engineering projects with a total estimated investment of approximately 64.98 billion yuan [8] - CNOOC Engineering and Saipem formed a joint venture to win a contract worth approximately 4 billion USD for the Qatar NFPS COMP5 project [8] Financial Performance - Fudan Microelectronics reported a net profit of 232 million yuan for 2025, a decrease of 59.42% year-on-year, despite a revenue increase of 10.92% [10] - Yunda Express reported a revenue increase of 18.01% in January 2026, with a total income of 4.802 billion yuan [11] - SF Holding's logistics and supply chain business revenue grew by 2.22% in January 2026, totaling 26.86 billion yuan [13] - China Shenhua's coal sales increased by 9.9% in January 2026, reaching 33.2 million tons [18] Shareholding Changes - Zhang Quantum reduced its stake in Zhang Reading Technology to below 5% after selling 4.3125 million shares [27] - Zhaolong Interconnect announced plans for board members to reduce their holdings by a total of 0.022% [28] - Guanghua New Network's controlling shareholder plans to reduce its stake by up to 3% [29]

Group 1 - Tianfeng Securities received an administrative penalty notice from the China Securities Regulatory Commission (CSRC) for violations including undisclosed related party transactions and significant omissions in annual reports, with a proposed fine of 15 million yuan [1] - Zongshen Power plans to swap its motorcycle engine business assets with Longxin General's general machinery business assets to resolve competition issues and promote clearer business development, which is expected to constitute a major asset restructuring [2] - Quantum Leap, the third-largest shareholder of Zhangyue Technology, reduced its holdings by 4.3125 million shares, bringing its ownership below 5% [3] Group 2 - Southwest Securities plans to raise up to 6 billion yuan through a private placement to supplement its capital, with funds allocated for various business areas including wealth management and debt repayment [4][7] - ST Quanwei announced a risk of being subject to "delisting risk warning" due to projected negative net profit and revenue below 100 million yuan for 2025 [5] - ST Yigou's shareholder, Hangzhou Haoyue, plans to reduce its stake by up to 2.5% within three months [6] Group 3 - Gaode Infrared signed a contract worth 1.851 billion yuan for a complete equipment system, which is expected to significantly impact its Q1 2026 performance [9] - Jialinjie announced that its actual controller, Li Zhaoting, has been detained by the police, but this will not affect the company's operations [10] - Zhengyuan Wisdom's actual controller, Chen Jian, was sentenced to three years in prison for manipulating the securities market, but the company’s operations remain unaffected [11] Group 4 - Yongtai Technology terminated its plan to purchase a 25% stake in Yongtai High-tech from CATL due to a lack of consensus among parties involved, with no significant impact on operations [12] - Yingjixin is under investigation by the CSRC for suspected information disclosure violations, but its business activities continue normally [13] Group 5 - SF Holding reported a revenue of 26.86 billion yuan in January, a year-on-year increase of 2.22% [14] - China Shenhua's coal sales volume in January reached 33.2 million tons, up 9.9% year-on-year [14] - China Eastern Airlines and China Southern Airlines reported a year-on-year decline in passenger turnover of 1.03% and 2.86% respectively in January [14]

Core Viewpoint - Zhaolong Interconnect (300913.SZ) announced that its director and financial officer, Song Hongxia, plans to reduce her shareholding by no more than 37,800 shares, accounting for 0.0110% of the company's total share capital, within three months after 15 trading days from the announcement date [1] Group 1 - The company disclosed that Vice General Manager Shen Fuliang also plans to reduce his shareholding by no more than 37,800 shares, which is also 0.0110% of the total share capital, within the same timeframe [1]

证券代码：300913 证券简称：兆龙互连 公告编号：2026-014 浙江兆龙互连科技股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 浙江兆龙互连科技股份有限公司（以下简称"公司"）董事、财务负责人宋 红霞女士直接持有公司股份 151,200 股（占公司总股本的 0.0441%），计划在本 公告披露之日起 15 个交易日后的 3 个月内以集中竞价方式减持公司股份不超过 37,800 股（占公司总股本的 0.0110%）。副总经理沈福良先生直接持有公司股份 151,200 股（占公司总股本的 0.0441%），计划在本公告披露之日起 15 个交易日 后的 3 个月内以集中竞价方式减持公司股份不超过 37,800 股（占公司总股本的 0.0110%）。 公司于近日收到董事、财务负责人宋红霞女士及副总经理沈福良先生分别出 具的《关于股份减持计划的告知函》，现将相关情况公告如下： 关于董事、高级管理人员减持股份的预披露公告 注：截至本公告披露日，宋红霞女士直接持有公司股份 151,200 股，通过德清兆兴企业 管理咨询合伙企业（有限合伙）间接持有公司股份 504,000 ...