格隆汇9月23日｜天风证券研报指出，中天科技上半年实现归母净利润15.68亿元，同比增长7.38%；Q2 实现归母净利润9.40亿元（YOY+14.09%）。上半年分版块来看，海洋业务实现营业收入28.96亿元，同 比增长37.19%；实现电网业务收入99.75亿元，同比增长11.97%；实现新能源业务收入26.30亿元，同比 增长13.69%。利润率环比改善，期待盈利能力持续向上。同时在手订单方面能源网络领域在手订单约 306亿元，其中海洋系列约133亿元，电网建设约155亿元，为后续持续快速增长做强有力支撑。公司已 实现112G高速铜缆量产，可以满足数据中心高密度互联及人工智能算力集群低延迟传输的迫切需求。 224G发泡FEP高速铜缆正在研发中，公司预计四季度量产，为未来超高速数据传输场景筑牢坚实的技术 根基。考虑到25半年度经营情况及毛利率同比下滑情况，调整公司25-27年归母净利润为37/45/55亿元 （前值为39/49/60亿元），对应25-27年PE估值为16/13/11倍，维持"买入"评级。 ...

长飞光纤今年以来股价涨281.20%，近5个交易日涨18.06%，近20日涨58.89%，近60日涨183.85%。 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、光纤光 缆、光通信、百元股、5G等。 9月23日，长飞光纤盘中下跌2.05%，截至09:48，报112.92元/股，成交8.04亿元，换手率1.71%，总市值 855.83亿元。 资金流向方面，主力 ...

Group 1 - Xinxiang Chemical Fiber will suspend production for approximately 90 days starting October 1, 2025, affecting an annual capacity of 31,200 tons, resulting in a revenue decrease of approximately 185 million yuan and a profit reduction of about 48 million yuan [1] - Bozhong Precision plans to transfer 18.29% of its stake in Suzhou Linghou Robot for 64 million yuan, retaining a 21.61% ownership post-transaction [1] - Haixing Electric is a recommended candidate for a State Grid procurement project, with an expected bid amount of approximately 128 million yuan [2] Group 2 - Samsung Medical is a recommended candidate for multiple State Grid procurement projects, with a total expected bid amount of approximately 193 million yuan [2][3] - Youxunda is a recommended candidate for a State Grid procurement project, with a bid amount of approximately 107 million yuan, representing 10.55% of its 2024 revenue [3] - Tiancheng Self-Control has received a notification for a seat assembly project from a well-known domestic new energy vehicle company, expected to start mass production in June 2026 [4] Group 3 - YKYY013 injection has received FDA approval for clinical trials to treat chronic hepatitis B virus infection [4] - Pulaide has signed a strategic cooperation agreement with an international electric tool brand, with a total procurement amount exceeding 700 million yuan over five years [4] - Sichuan Shuangma's subsidiary has obtained GMP certification from Russia, covering core aspects of drug quality and production systems [6] Group 4 - Boshi Co. has signed an industrial service contract worth approximately 96.99 million yuan with Guoneng Baotou Coal Chemical [7] - Wansheng Intelligent is a recommended candidate for a State Grid project, with an expected bid amount of approximately 67.98 million yuan, representing 7.25% of its 2024 revenue [9][10] - Huazi Industrial plans to sell its dairy farm assets for 38.5 million yuan, expecting a positive impact of approximately 11.7 million yuan on its current profits [10] Group 5 - Jinguang Electric has won a State Grid project with a total bid amount of approximately 28.4 million yuan, accounting for 3.82% of its 2024 revenue [11] - Nanjiao Food reported a net profit of 10,410 yuan for August, a year-on-year decrease of 98.31% [13] - Dongfang Bio's subsidiary has obtained registration certificates for two medical device products [15] Group 6 - Lanhua Kecai has signed a strategic cooperation agreement with Shanghai Pangu Power to promote intelligent and efficient transformation in the coal mining industry [17] - Yabao Pharmaceutical has decided to terminate the SY-009 research project, with a total investment of approximately 87.87 million yuan to be fully impaired [18] - Tian Shili's subsidiary has received approval for a new indication for its recombinant human urokinase injection for acute ischemic stroke treatment [20] Group 7 - Su Yan Jingshen's executives plan to increase their shareholding in the company, with a total investment of between 1.9 million and 2.66 million yuan [22] - Baiyun Electric and its subsidiary have won a State Grid project with a total bid amount of approximately 162 million yuan, covering multiple equipment types [23] - China West Electric's director has resigned due to work reasons, effective September 19, 2025 [25] Group 8 - Jianan Intelligent is a recommended candidate for a State Grid project with a total expected bid amount of approximately 73.12 million yuan [26] - Juhua Technology is a recommended candidate for a State Grid project with a total expected bid amount of approximately 142 million yuan [27] - Tengyuan Cobalt's actual controller has committed not to reduce holdings for the next 12 months, holding 37.89% of the total shares [28] Group 9 - Changfei Optical Fiber announced that Draka Comteq B.V. no longer holds H shares in the company after selling 37.59 million shares [28] - Mongcao Ecological's subsidiary has signed a contract for an ecological restoration project worth 225.2 million yuan [29] - Weiao Co. plans to distribute a cash dividend of 0.1 yuan per share, totaling approximately 39.29 million yuan [30]

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 [1][2]. 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, specialized cables, and connection products [7]. - The revenue composition includes: 43.60% from data communication cables of category 6 and below, 20.81% from category 6A and above, 18.04% from specialized 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 year-on-year increase of 50.30% [7]. - As of June 30, 2025, the company had a total market capitalization of 18.22 billion yuan [1]. Market Position and Products - The company is one of the few in China capable of designing and manufacturing data cables of category 6, 7, and even category 8, which are essential for the data transmission needs of the 5G era [2]. - The company’s high-speed component series products (DAC) are primarily used for connections in large data center switches and servers, with successful development of 800G transmission speed cables [2]. International Revenue - As of the 2024 annual report, overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the Chinese yuan [3]. Shareholder 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].

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in revenue and profit, driven by its involvement in high-speed data cables and optical products, as well as benefiting from the depreciation of the RMB [2][3][7]. 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, specialized 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 specialized 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, reflecting a 50.30% increase 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 Product Development - The company is one of the few in China capable of designing and manufacturing data cables of category 6, 7, and even category 8, meeting the new data transmission demands of the 5G era [2]. - The company’s optical products include fiber optic jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2]. Investment and Market Trends - The company’s high-speed components are utilized in large data center switches and servers, with products available in various speeds including 25G, 100G, 200G, 400G, and recently developed 800G transmission speed cables [2]. - The company benefits from a significant overseas revenue share of 61.93%, aided by the depreciation of the RMB [3]. Shareholder 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]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with the latter being a new entrant [8]. Technical Analysis - The average trading cost of the stock is 57.28 yuan, with the current price fluctuating between resistance at 64.00 yuan and support at 53.50 yuan, indicating potential for range trading [6].

Core Viewpoint - Tongding Interconnection's stock price has shown fluctuations, with a recent decline of 2.07% on September 18, 2023, while the company has experienced a year-to-date increase of 19.65% [1][2]. Financial Performance - For the first half of 2025, Tongding Interconnection reported a revenue of 1.522 billion yuan, representing a year-on-year growth of 5.39%. However, the net profit attributable to shareholders was a loss of 896.016 million yuan, a decrease of 130.15% compared to the previous year [3]. - The company has cumulatively distributed 466 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [4]. Stock Market Activity - As of September 18, 2023, the stock price was 6.15 yuan per share, with a total market capitalization of 7.564 billion yuan. The trading volume was 429 million yuan, with a turnover rate of 5.88% [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on January 2, 2025, showing a net buy of -165.517 million yuan [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 80,500, with an average of 14,623 circulating shares per person, a decrease of 7.55% from the previous period [3]. - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 16.7168 million shares, a decrease of 1.7514 million shares from the previous period [4]. Business Overview - Tongding Interconnection, established on February 7, 2001, and listed on October 21, 2010, specializes in the research, production, and sales of optical fibers, communication cables, and related equipment. The main revenue sources are power cables (46.66%), communication cables (28.83%), and communication equipment (9.24%) [2].

Group 1 - The core viewpoint of the news is that TeFa Information has shown significant stock price growth this year, with a 93.74% increase year-to-date and a recent upward trend in trading activity [2][3] - As of September 18, TeFa Information's stock price was 11.14 CNY per share, with a market capitalization of 10.03 billion CNY and a trading volume of 1.53 billion CNY [1] - The company has experienced a net inflow of main funds amounting to 2.51 million CNY, with significant buying and selling activities recorded [1] Group 2 - TeFa Information's main business includes the research, production, and sales of optical fibers, cables, communication equipment, and various related products, with the cable segment accounting for 78.94% of its revenue [2] - The company has seen an increase in shareholder accounts, with a total of 52,900 shareholders as of July 18, reflecting a 17.66% increase [3] - For the first half of 2025, TeFa Information reported a revenue of 1.97 billion CNY, a year-on-year decrease of 17.56%, while net profit attributable to shareholders increased by 316.39% to 5.60 million CNY [3] Group 3 - TeFa Information has not distributed any dividends in the past three years, with a total payout of 255 million CNY since its A-share listing [4] - As of June 30, 2025, the top ten circulating shareholders included Xin'ao New Energy Industry Stock A, which held 3.42 million shares, a decrease of 30,500 shares from the previous period [4]

永鼎股份9月17日公告，公司控股股东永鼎集团有限公司因自身资金需求，计划自公告披露之日起15个 交易日后的3个月内，通过集中竞价和大宗交易方式合计减持公司股份不超过4385.97万股，即不超过公 司总股本的3%。减持价格将根据减持时的市场价格确定。本次减持计划不会导致公司控制权发生变 更。 ...

Company Overview - Zhaolong Interconnect Technology Co., Ltd. is located in Deqing County, Huzhou City, Zhejiang Province, and was established on August 21, 1995. The company was listed on December 7, 2020. Its main business involves the design, manufacturing, and sales of data cables, specialized cables, and connection products [1][2]. Financial Performance - For the first half of 2025, Zhaolong Interconnect achieved operating revenue of 972 million yuan, representing a year-on-year growth of 14.29%. The net profit attributable to the parent company was 89.61 million yuan, showing a significant increase of 50.30% compared to the previous year [2]. - As of June 30, 2025, the company had a total of 35,000 shareholders, an increase of 24.73% from the previous period. The average number of tradable shares per shareholder was 7,265, which decreased by 3.80% [2]. Stock Performance - On September 17, Zhaolong Interconnect's stock price increased by 2.01%, reaching 59.25 yuan per share, with a trading volume of 126 million yuan and a turnover rate of 0.84%. The total market capitalization stood at 18.528 billion yuan [1]. - Year-to-date, the stock price has risen by 23.89%, with a 5-day increase of 11.56%, a 20-day increase of 2.67%, and a 60-day increase of 43.49% [1]. Shareholder Information - Since its A-share listing, Zhaolong Interconnect has distributed a total of 113 million yuan in dividends. Over the past three years, the cumulative dividend payout has been 82.34 million yuan [3]. - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which held 1.6972 million shares, an increase of 655,400 shares from the previous period. Additionally, the Southern CSI 1000 ETF (512100) entered as a new shareholder with 850,800 shares [3]. Business Segmentation - The company's revenue composition includes: 43.60% from data communication cables of 6 categories and below, 20.81% from data communication cables of 6A and above, 18.04% from specialized cables, 11.62% from connection products, and 5.94% from other sources [1]. Industry Classification - Zhaolong Interconnect is classified under the Shenwan industry as part of the communication equipment sector, specifically focusing on communication cables and supporting products. The company is also associated with concepts such as big data, switches, Alibaba concepts, East Data West Computing, and machine vision [1].

Core Viewpoint - Zhaolong Interconnect's stock price has shown volatility, with a recent decline of 2.02% and a total market capitalization of 17.737 billion yuan. The company has experienced a year-to-date stock price increase of 18.60% and a significant rise of 31.96% over the past 60 days, indicating potential growth trends in the telecommunications sector [1]. Financial Performance - For the first half of 2025, Zhaolong Interconnect reported a revenue of 972 million yuan, reflecting a year-on-year growth of 14.29%. The net profit attributable to shareholders reached 89.61 million yuan, marking a substantial increase of 50.30% compared to the previous year [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 113 million yuan in dividends, with 82.34 million yuan paid out over the last three years [3]. Shareholder Information - As of June 30, 2025, Zhaolong Interconnect had 35,000 shareholders, an increase of 24.73% from the previous period. The average number of circulating shares per shareholder was 7,265, which decreased by 3.80% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 1.6972 million shares, an increase of 655,400 shares from the previous period. Additionally, the Southern CSI 1000 ETF entered as a new shareholder with 850,800 shares [3]. Business Overview - Zhaolong Interconnect, established on August 21, 1995, and listed on December 7, 2020, specializes in the design, manufacturing, and sales of data cables, specialized cables, and connection products. The revenue composition includes 43.60% from data communication cables of 6 categories and below, 20.81% from data communication cables of 6A and above, 18.04% from specialized cables, and 11.62% from connection products [1]. - The company operates within the telecommunications industry, specifically in the communication equipment sector, focusing on communication cables and related products. It is associated with concepts such as big data, switches, Alibaba, East Data West Computing, and machine vision [1].