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兆龙互连跌0.93%,成交额4.44亿元,近5日主力净流入-2.50亿
Xin Lang Cai Jing· 2025-09-30 07:47
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing a decline in stock price and trading volume, while also benefiting from its international partnerships and product offerings in the high-speed cable and optical fiber sectors. Group 1: Company Performance - On September 30, Zhaolong Interconnect's stock fell by 0.93%, with a trading volume of 444 million yuan and a market capitalization of 17.574 billion yuan [1] - For the first half of 2025, the company achieved a revenue of 972 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 89.61 million yuan, up 50.30% 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] Group 2: Market Position and Product Offerings - Zhaolong Interconnect has established itself as a core partner in the active electrical cable (AEC) sector, leveraging its technological expertise in high-speed cable [2] - The company offers a range of optical products, including fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while expanding into overseas markets [2] - It is one of the few domestic companies capable of designing and manufacturing data cables of categories 6, 7, and 8, meeting the new data transmission demands of the 5G era [2] Group 3: Financial and Investment Insights - The company's overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3] - The average trading cost of the stock is 58.37 yuan, with recent reductions in holdings by major investors, indicating a dispersed ownership structure [6][5] - The stock is currently near a support level of 53.50 yuan, with potential implications for future price movements if this level is breached [6]
通鼎互联:公司主营业务(产品)为光电线缆等
Zheng Quan Ri Bao Wang· 2025-09-29 10:41
证券日报网讯通鼎互联(002491)9月29日在互动平台回答投资者提问时表示,公司主营业务(产品)为 光电线缆、通信设备、网络安全和安全系统等,未来也会结合市场需求适时布局与主业相关的产品或解 决方案。 ...
长飞光纤涨2.64%,成交额6.12亿元,主力资金净流出3223.45万元
Xin Lang Cai Jing· 2025-09-29 03:16
今年以来长飞光纤已经10次登上龙虎榜,最近一次登上龙虎榜为9月18日。 资料显示,长飞光纤光缆股份有限公司位于湖北省武汉市东湖高新技术开发区光谷大道9号,香港铜锣湾 希慎道33号利园1期19楼1918室,成立日期1988年5月31日,上市日期2018年7月20日,公司主营业务涉 及专注于通信行业,聚焦电信运营商和数据通信相关领域,致力于光纤预制棒、光纤和光缆以及数据通信 相关产品的研发创新与生产制造,形成了棒纤缆、综合布线、通信网络工程和其他光通信产品一体化的 完整产业链、相关多元化和国际化的业务模式。主营业务收入构成为:光传输产品64.50%,光互联组 件17.35%,其他15.85%,其他(补充)2.30%。 长飞光纤所属申万行业为:通信-通信设备-通信线缆及配套。所属概念板块包括:CPO概念、光通信、 光纤光缆、百元股、5G等。 9月29日,长飞光纤盘中上涨2.64%,截至10:55,报105.72元/股,成交6.12亿元,换手率1.45%,总市值 801.26亿元。 资金流向方面,主力资金净流出3223.45万元,特大单买入4522.36万元,占比7.39%,卖出4821.87万 元,占比7.88%; ...
长盈通涨2.04%,成交额6540.63万元,主力资金净流出633.95万元
Xin Lang Zheng Quan· 2025-09-29 03:11
9月29日,长盈通盘中上涨2.04%,截至10:59,报44.92元/股,成交6540.63万元,换手率1.57%,总市值 54.97亿元。 资金流向方面,主力资金净流出633.95万元,特大单买入412.54万元,占比6.31%,卖出569.89万元,占 比8.71%;大单买入1033.92万元,占比15.81%,卖出1510.53万元,占比23.09%。 长盈通今年以来股价涨104.46%,近5个交易日跌6.59%,近20日跌10.94%,近60日涨22.03%。 今年以来长盈通已经1次登上龙虎榜,最近一次登上龙虎榜为1月24日,当日龙虎榜净买入1513.92万 元;买入总计1.43亿元 ,占总成交额比22.81%;卖出总计1.28亿元 ,占总成交额比20.39%。 资料显示,武汉长盈通光电技术股份有限公司位于湖北省武汉市东湖开发区高新五路80号,成立日期 2010年5月18日,上市日期2022年12月12日,公司主营业务涉及从事光纤陀螺核心器件光纤环及其综合 解决方案研发、生产、销售和服务的国家级专精特新"小巨人"企业,致力于开拓以军用惯性导航领域为 主的光纤环及其主要材料特种光纤的高新技术产业化应用。 ...
亨通光电涨2.02%,成交额7.11亿元,主力资金净流入733.17万元
Xin Lang Cai Jing· 2025-09-29 02:18
责任编辑:小浪快报 亨通光电所属申万行业为:通信-通信设备-通信线缆及配套。所属概念板块包括:光纤光缆、液冷概 念、CPO概念、光通信、5G等。 截至6月30日,亨通光电股东户数16.17万,较上期减少11.80%;人均流通股15118股,较上期增加 13.38%。2025年1月-6月,亨通光电实现营业收入320.49亿元,同比增长20.42%;归母净利润16.13亿 元,同比增长0.24%。 分红方面,亨通光电A股上市后累计派现26.14亿元。近三年,累计派现11.21亿元。 机构持仓方面,截止2025年6月30日,亨通光电十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股6450.46万股,相比上期增加1018.31万股。南方中证500ETF(510500)位居第四大流通股 东,持股2933.48万股,相比上期增加383.46万股。广发高端制造股票A(004997)位居第七大流通股 东,持股1627.22万股,相比上期增加331.28万股。交银精选混合(519688)退出十大流通股东之列。 9月29日,亨通光电盘中上涨2.02%,截至09:59,报23.24元/股,成交7.11亿元,换手率1. ...
兆龙互连跌5.76%,成交额7.36亿元,今日主力净流入-8255.57万
Xin Lang Cai Jing· 2025-09-26 07:53
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance, with a recent drop of 5.76% and a market capitalization of 18.572 billion yuan. The company is positioned in the high-speed cable and optical fiber sectors, benefiting from trends in 5G and machine vision technologies [1][2]. Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. Its main business includes the design, manufacturing, and sales of data cables, special cables, and connection products. The revenue composition is as follows: 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]. Financial Performance - For the first half of 2025, the company achieved a revenue of 972 million yuan, representing a year-on-year growth of 14.29%. The net profit attributable to shareholders was 89.61 million yuan, showing a significant increase of 50.30% compared to the previous year [7]. Market Position and Trends - The company has established itself as a core partner in the active cable (AEC) sector for international leading interconnect solution providers, leveraging its technological expertise in high-speed cables [2]. - The company’s optical products include fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2]. - Zhaolong Interconnect is one of the few domestic companies capable of designing and manufacturing data cables up to category 8, meeting the new data transmission demands of the 5G era [2]. Shareholder and Dividend Information - As of June 30, 2025, the number of shareholders increased by 24.73% to 35,000, with an average of 7,265 shares held per person, a decrease of 3.80% [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]. Investment and Market Dynamics - The company’s overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the Chinese yuan [3]. - The stock has seen a net outflow of 82.56 million yuan today, with a lack of clear trends in major shareholder movements [4][5].
亨通光电跌2.03%,成交额6.46亿元,主力资金净流出6556.33万元
Xin Lang Cai Jing· 2025-09-25 02:05
9月25日,亨通光电盘中下跌2.03%,截至09:51,报22.15元/股,成交6.46亿元,换手率1.17%,总市值 546.38亿元。 机构持仓方面,截止2025年6月30日,亨通光电十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股6450.46万股,相比上期增加1018.31万股。南方中证500ETF(510500)位居第四大流通股 东,持股2933.48万股,相比上期增加383.46万股。广发高端制造股票A(004997)位居第七大流通股 东,持股1627.22万股,相比上期增加331.28万股。交银精选混合(519688)退出十大流通股东之列。 责任编辑:小浪快报 资料显示,江苏亨通光电股份有限公司位于江苏省苏州市吴江区中山北路2288号,成立日期1993年6月5 日,上市日期2003年8月22日,公司主营业务涉及通信网络和能源互联领域高端技术、产品研发生产及 系统集成服务,全球海缆通信网络的建设业务。主营业务收入构成为:智能电网36.98%,铜导体 25.02%,工业与新能源智能11.28%,光通信10.94%,海洋能源与通信9.57%,其他5.33%,其他(补 充)0.88%。 亨 ...
兆龙互连跌2.12%,成交额9.04亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-24 09:01
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance and is positioned to benefit from trends in high-speed connectivity, 5G, and machine vision technologies. Group 1: Company Performance - On September 24, Zhaolong Interconnect's stock fell by 2.12%, with a trading volume of 904 million yuan and a market capitalization of 19.225 billion yuan [1] - For the first half of 2025, the company achieved a revenue of 972 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 89.61 million yuan, up 50.30% 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] Group 2: Product and Market Position - The company specializes in high-speed components for data centers, including products with transmission rates of 25G, 100G, 200G, 400G, and has developed an 800G transmission rate cable [2] - Zhaolong Interconnect is one of the few domestic companies capable of designing and manufacturing data cables exceeding Category 6, 7, and even Category 8, meeting the new data transmission demands of the 5G era [2] - The company's optical products serve high-end projects in finance, education, and healthcare, and it is expanding into overseas markets [2] Group 3: Financial and Investment Insights - As of June 30, 2025, overseas revenue accounted for 61.93% of the company's total revenue, benefiting from the depreciation of the RMB [3] - The average trading cost of the stock is 57.91 yuan, with the stock price nearing a resistance level of 64.00 yuan, indicating potential for upward movement if the resistance is broken [6] - The stock has seen a net outflow of 64.70 million yuan from major investors today, with a lack of clear trends in major holdings [5]
亨通光电涨2.04%,成交额17.26亿元,主力资金净流入2386.77万元
Xin Lang Cai Jing· 2025-09-24 05:27
Core Viewpoint - Hengtong Optic-Electric has shown significant stock price appreciation in 2023, with a year-to-date increase of 32.37% and notable gains over various trading periods [2]. Group 1: Stock Performance - As of September 24, Hengtong Optic-Electric's stock price reached 22.49 CNY per share, with a trading volume of 1.726 billion CNY and a turnover rate of 3.22%, resulting in a total market capitalization of 55.477 billion CNY [1]. - The stock has experienced a 11.34% increase over the last five trading days, an 18.99% increase over the last 20 days, and a 46.04% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Hengtong Optic-Electric reported a revenue of 32.049 billion CNY, reflecting a year-on-year growth of 20.42%, while the net profit attributable to shareholders was 1.613 billion CNY, showing a slight increase of 0.24% [2]. - The company has distributed a total of 2.614 billion CNY in dividends since its A-share listing, with 1.121 billion CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders for Hengtong Optic-Electric was 161,700, a decrease of 11.80% from the previous period, while the average circulating shares per person increased by 13.38% to 15,118 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 64.505 million shares, an increase of 10.1831 million shares from the previous period [3].
兆龙互连涨4.70%,成交额13.83亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-23 08:19
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in its stock performance and revenue, driven by its product offerings in high-speed data cables and optical products, as well as benefiting from the depreciation of the RMB [1][3]. Group 1: Company Performance - On September 23, Zhaolong Interconnect's stock rose by 4.70%, with a trading volume of 1.383 billion yuan and a turnover rate of 8.86%, bringing its total market capitalization to 19.641 billion yuan [1]. - For the first half of 2025, the company achieved a revenue of 972 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 89.61 million yuan, which is a 50.30% increase compared to the previous 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]. Group 2: Product and Market Insights - The company specializes in high-speed components, including DAC products used in large data center switches and servers, with successful development of 800G transmission speed cables [2]. - Zhaolong Interconnect's optical products include fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2]. - The company is one of the few in China capable of designing and manufacturing data cables that meet the new transmission demands of the 5G era [2]. - As of the 2024 annual report, overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3]. Group 3: Technical and Market Position - The average trading cost of the stock is 57.74 yuan, indicating recent accumulation, although the strength of this accumulation is not strong; the stock is approaching a resistance level of 64.00 yuan [6]. - The stock's main funds have seen a net inflow of 100 million yuan today, ranking 7th in its industry, with a total of 2.53 billion yuan in main fund transactions, accounting for 7.94% of total trading volume [4][5].