Core Viewpoint - Zhaolong Interconnect's stock price closed at 49.12 yuan on July 30, 2025, reflecting a decline of 1.17% from the previous trading day, with a trading volume of 651 million yuan [1] Group 1: Company Overview - Zhaolong Interconnect specializes in the research and manufacturing of data cables, specialized cables, and connection products, with applications in data centers, industrial automation, and communication networks [1] - The company's product range includes copper cable high-speed connections and optical communication modules, covering multiple technological fields [1] Group 2: Recent Developments - The company recently announced on its investor interaction platform that its products, such as robot cables, Fakra coaxial components, and single-pair Ethernet cables, are applicable in the robotics sector [1] - Zhaolong Interconnect has become a core partner for a leading international interconnect solutions provider in the active cable domain [1] Group 3: Market Activity - On July 30, 2025, Zhaolong Interconnect experienced a net outflow of main funds amounting to 44.78 million yuan, which represents 0.36% of its circulating market value [2]

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 ...

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]

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]

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]

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]

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]

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 ...

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]

2025年7月29日早盘，光模块等AI硬件反复走强，光模块含量超33%的创业板人工智能涨超2%继续上探 新高！其中，中际旭创放量飙升超9%创历史新高，总市值上升至创业板第四位，长芯博创、天孚通 信、新易盛等纷纷涨超5%，太辰光、联特科技、兆龙互连等多股涨超1%。 投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预 测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负 责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容 所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管 理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。 长江证券表示，2025Q2通信板块获公募显著加仓，光模块为核心增配方向；北美科技巨头纷纷加码AI 投资，算力军备竞赛全面提速，我们判断AI产业链"戴维斯双击"时刻已到，AI商业变现提速带动PE估 值提升。通信板块估值仍处于低位，具备较高配置性价比。 国盛证券认为，A股算力产业链是稀缺的真成长板块。未来随着AI商业化的持续落地 ...