11月26日，兆龙互连盘中上涨2.03%，截至10:17，报49.76元/股，成交8274.77万元，换手率0.66%，总 市值155.60亿元。 资金流向方面，主力资金净流入533.99万元，特大单买入112.40万元，占比1.36%，卖出0.00元，占比 0.00%；大单买入1633.89万元，占比19.75%，卖出1212.30万元，占比14.65%。 兆龙互连今年以来股价涨4.05%，近5个交易日涨2.39%，近20日跌7.65%，近60日跌16.24%。 资料显示，浙江兆龙互连科技股份有限公司位于浙江省湖州市德清县新市镇士林工业区，成立日期1995 年8月21日，上市日期2020年12月7日，公司主营业务涉及数据电缆、专用电缆和连接产品设计、制造与 销售。主营业务收入构成为：6类及以下数据通信线缆43.60%，6A及以上数据通信线缆20.81%，专用电 缆18.04%，连接产品11.62%，其他5.94%。 兆龙互连所属申万行业为：通信-通信设备-通信线缆及配套。所属概念板块包括：交换机、机器视觉、 高速连接器、大数据、机器人概念等。 截至9月30日，兆龙互连股东户数3.81万，较上期增加8.59% ...

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]

11月24日，沃尔核材盘中上涨2.00%，截至13:49，报24.48元/股，成交5.50亿元，换手率1.99%，总市值 308.42亿元。 资金流向方面，主力资金净流出549.62万元，特大单买入3669.23万元，占比6.68%，卖出3968.51万元， 占比7.22%；大单买入1.16亿元，占比21.16%，卖出1.19亿元，占比21.61%。 沃尔核材今年以来股价跌2.52%，近5个交易日跌4.82%，近20日跌17.74%，近60日跌1.45%。 分红方面，沃尔核材A股上市后累计派现7.79亿元。近三年，累计派现4.33亿元。 机构持仓方面，截止2025年9月30日，沃尔核材十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股6083.37万股，为新进股东。南方中证500ETF（510500）位居第六大流通股东，持股 1468.09万股，相比上期减少28.77万股。 责任编辑：小浪快报 资料显示，深圳市沃尔核材股份有限公司位于广东省深圳市坪山区龙田街道兰景北路沃尔工业园,香港 上环永乐街60-66号昌泰商业大厦5楼504室，成立日期1998年6月19日，上市日期2007年4月20日，公司 ...

Core Viewpoint - Lixun Precision has shown a significant increase in stock price and financial performance, with a notable rise in revenue and net profit year-on-year, indicating strong market positioning and growth potential in the electronic components sector [1][2]. Financial Performance - As of November 10, 2025, Lixun Precision achieved a revenue of 220.91 billion yuan, representing a year-on-year growth of 24.69% [2]. - The net profit attributable to shareholders for the same period was 11.52 billion yuan, reflecting a year-on-year increase of 26.92% [2]. - The company's stock price has increased by 42.41% year-to-date, with a recent slight decline of 0.02% over the past five trading days [1]. Shareholder Information - The number of shareholders as of November 10, 2025, was 439,800, a decrease of 7.68% from the previous period [2]. - The average number of circulating shares per shareholder increased by 8.33% to 16,521 shares [2]. Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 428 million shares, an increase of 84.42 million shares from the previous period [3]. - Other significant shareholders include Huatai-PB CSI 300 ETF and China Securities Finance Corporation, with varying changes in their holdings [3]. Business Overview - Lixun Precision focuses on the research, production, and sales of connectors, primarily serving the 3C (computer, communication, consumer electronics), automotive, and communication equipment sectors [1]. - The revenue composition includes 78.55% from consumer electronics, 8.91% from communication interconnect products, 6.95% from automotive interconnect products, 3.93% from computer interconnect products, and 1.65% from other connectors and businesses [1].

11月19日，华丰科技盘中下跌2.00%，截至09:53，报85.56元/股，成交5.12亿元，换手率3.25%，总市值 394.43亿元。 资料显示，四川华丰科技股份有限公司位于四川省绵阳市经开区三江大道118号，成立日期1994年11月 21日，上市日期2023年6月27日，公司主营业务涉及长期从事光、电连接器及线缆组件的研发、生产、 销售,并为客户提供系统解决方案。主营业务收入构成为：组件61.65%，连接器29.83%，系统互连产品 5.90%，其他配套件1.68%，其他(补充)0.94%。 华丰科技所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：军工电子、高铁、 轨道交通、高速连接器、机器人概念等。 截至9月30日，华丰科技股东户数3.06万，较上期增加37.52%；人均流通股5942股，较上期减少 27.28%。2025年1月-9月，华丰科技实现营业收入16.59亿元，同比增长121.47%；归母净利润2.23亿元， 同比增长558.51%。 分红方面，华丰科技A股上市后累计派现2304.96万元。 资金流向方面，主力资金净流出2284.28万元，特大单买入4547.72万元， ...

Core Insights - Lixun Precision's stock price increased by 2.09% on November 18, reaching 57.73 CNY per share, with a trading volume of 3.56 billion CNY and a market capitalization of 420.396 billion CNY [1] - The company has seen a year-to-date stock price increase of 42.33%, with a recent 5-day increase of 2.20% and a 20-day decrease of 5.59% [1] - Lixun Precision's main business focuses on the research, production, and sales of connectors, primarily serving the 3C (computer, communication, consumer electronics), automotive, and communication equipment sectors [1] Financial Performance - For the period from January to September 2025, Lixun Precision achieved a revenue of 220.915 billion CNY, representing a year-on-year growth of 24.69%, and a net profit attributable to shareholders of 11.518 billion CNY, up 26.92% year-on-year [2] - The company has distributed a total of 7.652 billion CNY in dividends since its A-share listing, with 4.530 billion CNY distributed over the past three years [2] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders of Lixun Precision include Hong Kong Central Clearing Limited as the second-largest shareholder with 428 million shares, an increase of 84.421 million shares from the previous period [3] - Other notable shareholders include Huatai-PB CSI 300 ETF and China Securities Finance Corporation, with varying changes in their holdings [3]

Core Viewpoint - Huafeng Technology's stock has shown significant growth this year, with a year-to-date increase of 160.59%, indicating strong market performance and investor interest [1][2]. Company Overview - Huafeng Technology, established on November 21, 1994, is located in Mianyang, Sichuan Province, and was listed on June 27, 2023. The company specializes in the research, production, and sales of optical and electrical connectors and cable components, providing system solutions to customers [2]. - The revenue composition of Huafeng Technology includes components (61.65%), connectors (29.83%), system interconnection products (5.90%), and other supporting components (1.68%) [2]. Financial Performance - For the period from January to September 2025, Huafeng Technology achieved a revenue of 1.659 billion yuan, representing a year-on-year growth of 121.47%. The net profit attributable to the parent company was 223 million yuan, showing a remarkable increase of 558.51% [2]. - As of September 30, 2025, the company has distributed a total of 23.0496 million yuan in dividends since its A-share listing [3]. Stock Market Activity - On November 18, Huafeng Technology's stock price rose by 2.09%, reaching 87.27 yuan per share, with a trading volume of 505 million yuan and a turnover rate of 3.27%. The total market capitalization is 40.231 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 18, where it recorded a net purchase of 203 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 37.52% to 30,600, with an average of 5,942 circulating shares per person, a decrease of 27.28% [2][3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, and several mutual funds have increased their holdings [3].

Core Viewpoint - The stock of Taicheng Light has shown volatility, with a year-to-date increase of 26.22%, but has recently experienced declines over various time frames, indicating potential market concerns or profit-taking [1][2]. Company Overview - Taicheng Light Communication Co., Ltd. is based in Shenzhen, Guangdong, and specializes in the research, production, and sales of optical devices, with 98.02% of its revenue coming from optical device products [1][2]. - The company was established on December 12, 2000, and went public on December 6, 2016 [1]. Financial Performance - For the period from January to September 2025, Taicheng Light reported a revenue of 1.214 billion yuan, reflecting a year-on-year growth of 32.58%, and a net profit attributable to shareholders of 260 million yuan, which is a significant increase of 78.55% [2]. - The company has distributed a total of 827 million yuan in dividends since its A-share listing, with 408 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 63,800, up by 26.82%, while the average number of circulating shares per person decreased by 21.15% to 3,014 shares [2]. - The top circulating shareholders include Yongying Technology and Hong Kong Central Clearing Limited, with notable changes in their holdings [3].

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance and is positioned as a key player in the high-speed cable and optical fiber sectors, benefiting from the depreciation of the RMB and expanding its overseas market presence. Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. The company specializes in the design, manufacturing, and sales of data cables, special cables, and connection products [7] - The revenue composition includes: 43.60% from category 6 and below data communication cables, 20.81% from category 6A and above, 18.04% from special cables, 11.62% from connection products, and 5.94% from other sources [7] - As of September 30, 2025, the company had 38,100 shareholders, an increase of 8.59% from the previous period, with an average of 6,721 circulating shares per shareholder, a decrease of 7.49% [7] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%, and a net profit attributable to shareholders of 138 million yuan, up 53.82% year-on-year [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Market Position and Trends - The company is recognized as one of the few in China capable of designing and manufacturing data cables of category 6, 7, and beyond, meeting the new data transmission demands of the 5G era [2] - The company’s optical products include fiber jumpers, MPO/MTP pre-terminated connectors, and LC fiber connectors, primarily serving high-end projects in finance, education, healthcare, and exhibitions, while also expanding into overseas markets [2] - The company’s machine vision products are already in mass production for various machine vision connection system solutions [2] Stock Performance and Trading Activity - On November 14, the stock price of Zhaolong Interconnect fell by 2.33%, with a trading volume of 119 million yuan and a turnover rate of 0.95%, bringing the total market capitalization to 15.173 billion yuan [1] - The average trading cost of the stock is 56.48 yuan, with recent trading showing a decrease in holdings but at a slowing rate. The current stock price is between resistance at 51.55 yuan and support at 46.66 yuan, indicating potential for range trading [6]

资金流向方面，主力资金净流入14.63万元，特大单买入296.92万元，占比2.02%，卖出454.80万元，占 比3.10%；大单买入3792.31万元，占比25.86%，卖出3619.80万元，占比24.69%。 鼎通科技今年以来股价涨96.79%，近5个交易日跌3.25%，近20日跌0.07%，近60日跌21.12%。 今年以来鼎通科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入-5115.60万 元；买入总计2.84亿元 ，占总成交额比16.75%；卖出总计3.36亿元 ，占总成交额比19.76%。 资料显示，东莞市鼎通精密科技股份有限公司位于广东省东莞市东城街道周屋社区银珠路七号，成立日 期2003年6月11日，上市日期2020年12月21日，公司主营业务涉及研发、生产、销售通讯连接器精密组 件和汽车连接器精密组件的高新技术企业。主营业务收入构成为：通讯连接器壳体CAGE41.36%，汽车 连接器组件25.82%，通讯连接器精密结构件16.53%，其他业务9.19%，精密模具5.46%，模具零件 1.65%。 11月13日，鼎通科技盘中上涨2.02%，截至13:16，报90. ...