每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 每经AI快讯，沃尔核材（SZ 002130，收盘价：24.8元）发布公告称，2025年11月25日，沃尔核材接受 长城基金等投资者调研，公司董事会秘书邱微女士，证券事务代表李文雅女士参与接待，并回答了投资 者提出的问题。 （记者 曾健辉） 2025年1至6月份，沃尔核材的营业收入构成为：电子通信占比67.58%，新能源电力占比32.42%。 截至发稿，沃尔核材市值为312亿元。 ...

Group 1: High-Speed Communication Cable Business - The revenue from high-speed communication cables in the first three quarters of 2025 increased by over 300% compared to the same period last year, benefiting from the rapid growth in demand from global data centers, AI, and high-performance computing [2][3] - The overall gross margin for high-speed communication cables is strong, indicating notable profitability [2][3] - The company has 7 imported foam core line extruders in operation, with plans to have over 30 by mid-next year, enhancing production capacity [3] Group 2: Product Development and Market Strategy - The company has completed the development of the 448G single-channel high-speed communication cable samples, which are currently being validated by key customers [3][4] - The company maintains close communication with downstream customers to dynamically adjust production and delivery schedules based on market demand [3][4] - The company’s high-speed communication cable business is positioned upstream in the supply chain, serving major international clients like Amphenol and domestic firms like Luxshare [4] Group 3: New Energy Vehicle Business - The new energy vehicle segment has seen a compound annual growth rate (CAGR) of over 30% in the past three years, with the company leading in revenue from DC charging guns in 2024 [6][7] - The company enhances competitiveness through self-manufacturing of core components and establishing a full production line for niche products [6][7] Group 4: Electronic Materials Business - The electronic materials segment has a stable development trend, supported by a mature technology system and a broad application range [7] - The gross margin for electronic materials is maintained through product structure optimization and efficient manufacturing processes [7] Group 5: Overall Profitability and Future Outlook - The overall gross margin for the company in the first half of 2025 was 32.45%, with plans to maintain it through innovation and cost control measures [7]

Group 1 - The company provides high-speed copper cables (DAC, ACC, AEC) to major connector manufacturers like Amphenol, which are used in Google's data center AI server clusters for short-distance, high-speed data transmission [2] - The company's high-speed cable business is positioned upstream in the supply chain, with direct clients including international companies such as Amphenol, Huber+Suhner, Molex, and TE Connectivity, as well as domestic connector firms like Luxshare, Qinghong, and Huafeng [2] - These direct clients further process the cables before supplying them to major server manufacturers, including Google, for end-use [2]

Core Insights - The stock price of Walden Materials increased by 2.00% on November 25, reaching 24.94 CNY per share, with a trading volume of 197 million CNY and a market capitalization of 31.422 billion CNY [1] Financial Performance - For the period from January to September 2025, Walden Materials achieved a revenue of 6.082 billion CNY, representing a year-on-year growth of 26.17%, and a net profit attributable to shareholders of 822 million CNY, up 25.45% year-on-year [2] Shareholder Information - As of September 30, 2025, the number of shareholders of Walden Materials was 203,300, an increase of 2.43% from the previous period, with an average of 5,628 circulating shares per shareholder, a decrease of 2.37% [2] Dividend Distribution - Since its A-share listing, Walden Materials has distributed a total of 779 million CNY in dividends, with 433 million CNY distributed over the past three years [3] Major Shareholders - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 60.8337 million shares as a new shareholder, while the Southern CSI 500 ETF ranks as the sixth largest circulating shareholder with 14.6809 million shares, a decrease of 287,700 shares from the previous period [3]

Core Viewpoint - The company believes that the issuance and listing of H-shares will benefit its long-term development by enhancing financing channels and supporting ongoing investments in technology research, capacity construction, and overseas market expansion [2]. Group 1 - The H-share issuance will help the company broaden its financing channels [2]. - It will provide strong support for continuous investment in technology research, capacity construction, and overseas market layout [2]. - The move is expected to enhance the company's core competitiveness [2]. Group 2 - The H-share issuance will facilitate the company's internationalization strategy [2]. - It aims to improve the company's international brand image [2]. - The company will consider various factors to reasonably arrange related work [2].

Core Viewpoint - The stock of Walden Nuclear Materials has experienced fluctuations, with a recent increase of 2.00% and a total market capitalization of 30.84 billion yuan, despite a year-to-date decline of 2.52% [1] Financial Performance - For the period from January to September 2025, Walden Nuclear Materials achieved a revenue of 6.08 billion yuan, representing a year-on-year growth of 26.17%, and a net profit attributable to shareholders of 822 million yuan, up 25.45% [2] Shareholder Information - As of September 30, 2025, the number of shareholders of Walden Nuclear Materials reached 203,300, an increase of 2.43% from the previous period, with an average of 5,628 circulating shares per person, a decrease of 2.37% [2] Dividend Distribution - Since its A-share listing, Walden Nuclear Materials has distributed a total of 779 million yuan in dividends, with 433 million yuan distributed over the past three years [3] Stock Trading Activity - The stock has seen significant trading activity, with a net inflow of 4.79 billion yuan on the last appearance on the trading leaderboard on September 23, and a total of 13.92 billion yuan in purchases, accounting for 17.30% of total trading volume [1]

Core Viewpoint - The company is actively exploring merger and acquisition opportunities within its industry, emphasizing a cautious approach to decision-making based on various strategic factors [2] Group 1: Mergers and Acquisitions - The company is paying close attention to beneficial merger and acquisition opportunities that align with its development goals, but acknowledges the complexity and need for suitable timing in such processes [2] - Decisions regarding mergers and acquisitions will be made after a comprehensive evaluation of strategic planning, industry prospects, business synergies, and acquisition costs [2] Group 2: Production Capacity and Market Demand - By mid-next year, the company will have over 30 imported foam core line extruders to match market demand [2] - The company’s power products, including cable accessories and various insulation protection products across voltage levels of 1-500kV, hold a leading position in the industry, serving major clients such as State Grid, Southern Power Grid, and local power bureaus [2] Group 3: Nuclear Power Products - The company’s nuclear-grade cable accessory products have been successfully applied in multiple domestic and international nuclear power projects, achieving a leading bid rate in the industry [2] - Collaborations exist with major nuclear power companies, including China National Nuclear Corporation, China General Nuclear Power Group, and State Power Investment Corporation [2] Group 4: Research and Development Investment - To align with the development needs of its various business segments and seize industry opportunities, the company is increasing its investment in research and development and capacity layout [2] - Currently, there are no plans for share buybacks, but the company will adhere to legal disclosure requirements if such plans arise in the future [2]

Core Viewpoint -沃尔核材 announced the convening of its eighth board meeting on November 18, 2025, to discuss the appointment of the head of the internal audit department and other documents [1] Group 1: Financial Performance - For the first half of 2025, the revenue composition of沃尔核材 was 67.58% from electronic communication and 32.42% from new energy power [1] - As of the report date, the market capitalization of沃尔核材 is 31.9 billion yuan [1]

Group 1 - The company announced the convening of the second employee representative assembly for 2025 on November 18, 2025 [1] - Liu Zhanli, Xia Chunliang, and Deng Yan were elected as employee representative directors for the company's eighth board of directors [1]

及其他人员的公告 证券代码：002130 证券简称：沃尔核材 公告编号：2025-079 深圳市沃尔核材股份有限公司 关于董事会换届选举完成并聘任高级管理人员 的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市沃尔核材股份有限公司（以下简称"公司"）第七届董事会任期届满， 根据《公司法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律 监管指引第 1 号—主板上市公司规范运作》及《上市公司独立董事管理办法》等有 关法律法规、规范性文件及《公司章程》的有关规定，公司于 2025 年 11 月 18 日召 开了 2025 年第二次临时股东会，审议通过了《关于公司董事会换届选举非独立董事 的议案》《关于公司董事会换届选举独立董事的议案》，选举产生了公司第八届董 事会非独立董事、独立董事，与公司职工代表大会选举出的 3 名职工代表董事共同 组成公司第八届董事会。 同日，公司召开了第八届董事会第一次会议，分别审议通过了《关于选举公司 第八届董事会董事长、副董事长的议案》《关于选举公司第八届董事会各专门委员 会委员的议案》及《关于聘任公司高级管理人员 ...