截至2026年1月8日收盘，亨通股份(600226)报收于5.63元，上涨2.18%，换手率3.92%，成交量116.47万 手，成交额6.51亿元。 当日关注点 交易信息汇总资金流向 1月8日主力资金净流入1681.93万元，占总成交额2.58%；游资资金净流出1304.77万元，占总成交额 2.0%；散户资金净流出377.16万元，占总成交额0.58%。 公司公告汇总 浙江亨通控股股份有限公司自2025年1月1日至2026年1月6日开展期货和衍生品交易，投资金额5,750.00 万元，已确认损益及浮动亏损金额为-4,382.62万元，占最近一年经审计归母净利润的-23.13%。公司开 展套期保值业务旨在规避原材料价格波动风险，受铜价波动影响产生亏损，但现货端增益可部分抵消期 货亏损。公司已制定风险控制措施，确保业务合规与资金安全。数据未经审计，最终以经审计数据为 准。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自【交易信息汇总】：1月8日主力资金净流入1681.93万元，占总成交额2.58%。 来自【公司公告汇总】：亨通 ...

格隆汇1月8日丨万马股份(002276.SZ)在投资者互动平台表示，公司光纤光缆、数据通信电缆等产品可 应用于数据中心等相关基础设施建设。相关收入总体占比较小，请投资者关注投资风险。 ...

Core Viewpoint - The company indicates that the cost of copper in its high-speed communication wire production is relatively low, and it has implemented strategic procurement measures to mitigate the impact of rising copper prices on profitability [1]. Group 1: Cost Structure - The proportion of copper in the raw materials for the company's high-speed communication wires is small [1]. - The company employs strategic and bulk purchasing methods to control costs, which helps minimize the impact of copper price increases on profitability [1]. Group 2: Production Technology - The company has achieved mass production of its single-channel 224G high-speed communication wire, utilizing core technologies such as physical foaming and solid material techniques [1]. - The co-extrusion technology, which employs a dual-conductor structure, presents significant manufacturing challenges; however, the company has successfully implemented solid material technology in its production [1]. - The single-channel 224G high-speed communication wire produced using this technology has been shipped in large quantities [1].

每经AI快讯，有投资者在投资者互动平台提问：请问目前英伟达较为热销的算力机柜B200\B300是否已 经大量使用了铜连接，贵司产品有没有大量参与？国内寒武纪\华为\摩尔线程等算力厂商，是否也已经 大量间接采用公司的产品？ 沃尔核材（002130.SZ）12月31日在投资者互动平台表示，公司高速通信线业务处于产业链上游，主要 应用于数据中心、服务器等领域，直接客户包括安费诺、豪利士、莫仕、泰科等国际客户，以及立讯、 庆虹、华丰等国内连接器企业，直接客户进一步加工后再最终供应给国际、国内各大服务器厂商终端使 用。 （记者 胡玲） ...

Group 1 - The company,沃尔核材, claims that its high-speed communication wire products are currently at an industry-leading technological level [2] - The company's single-channel 224G high-speed wire is noted as the highest single-channel rate product in large-scale production within the industry [2] - The company has completed the development of the next-generation single-channel 448G high-speed communication wire samples, which are currently being validated by key customers [2]

Core Viewpoint - The company has developed a single-channel 224G high-speed communication cable product and is currently validating it with clients in the AI data center sector [1] Group 1: Product Development - The company has a single-channel 224G high-speed cable product available [1] - The product is being validated in collaboration with clients in the AI data center field [1] Group 2: Partnerships - The company has not engaged in any collaboration with Wolong Materials [1]

Core Viewpoint - The company is actively expanding its production capacity and product offerings in response to growing demand in data centers, automotive applications, and high-speed products, while maintaining a focus on high-value products and strategic market expansion. Group 1: Revenue Structure and Product Development - By Q3 2025, approximately 50% of the company's revenue will come from 6A and above data cables and wiring products, specialized cables, and connection products that support 10G data transmission [1] - The company is focusing on high-value products with higher transmission rates and diverse application scenarios, including optical-copper wiring products for data centers and automotive data cables [1] Group 2: Production Capacity and Market Expansion - The company is benefiting from rapid growth in downstream applications such as global data centers and artificial intelligence, with plans for steady capacity expansion based on customer demand [1] - Domestic production facilities are well-prepared, with ongoing equipment procurement and rapid capacity enhancement, while the Thai production base is under construction and expected to be operational in the second half of next year [1] Group 3: High-Speed Products and Market Demand - The current market demand for high-speed products is strong, with orders in Q3 and Q4 showing significant growth, and optimistic cooperation expectations from major clients [2] - The company has developed comprehensive technical reserves and industrial capabilities to meet the performance requirements of various high-speed cable products [2] Group 4: Automotive Project Progress - The company has established a joint venture with an Austrian automotive wiring manufacturer and is the exclusive partner for automotive data cables in the Asia-Pacific region, with small-scale validation and introduction of related products underway [3] - The automotive cables are expected to enter mass production starting in 2026, following client factory audits next year [3] Group 5: Copper Price Management - The company monitors copper price fluctuations closely and employs a daily pricing strategy for data cables, while considering technical value and raw material price changes for pricing high-speed and industrial products [3] - Overall, the impact of rising copper prices on the company's profitability is expected to be minimal due to effective procurement and cost control measures [3] Group 6: Future Product Development - The company is actively working on the development of single-channel 224G high-speed cable products in collaboration with AI data center clients, with plans for market launch and mass supply based on validation progress and customer feedback [3]

Group 1 - The company,沃尔核材, confirmed that it does not have a direct partnership with 摩尔线程 [2] - The company's subsidiary, 乐庭智联, operates in the upstream of the supply chain for high-speed communication lines [2] - The products from 乐庭智联 are supplied to major domestic and international server manufacturers through leading clients in the connector industry [2]

Core Viewpoint - The company plans to invest up to 1 billion RMB (approximately 0.14 billion USD) in building production bases in Vietnam and Malaysia, with each location receiving up to 0.5 billion RMB. This investment aims to enhance the company's production capacity and respond to the growing demand in the communication cable industry [2][3]. Group 1: Investment Plans - The company intends to use self-raised funds for the construction of production bases in Vietnam and Malaysia, with a total investment not exceeding 1 billion RMB [2]. - The investment will cover land acquisition, new factory construction, equipment purchase, and working capital [2]. - Additionally, the company plans to invest up to 1.5 billion RMB in expanding the Huizhou Water口 Industrial Park to improve its production and R&D capabilities [2][4]. Group 2: Industry Context - The communication cable industry is experiencing rapid growth due to increasing demand from data centers, artificial intelligence, and high-performance computing applications [2][3]. - The company has established a strong market position in high-speed communication cables, serving major international clients [3]. Group 3: Strategic Advantages - The selected locations in Vietnam and Malaysia offer significant strategic advantages, including mature industrial support and favorable production conditions [3]. - Vietnam's robust port system and resource availability enhance operational efficiency, while Malaysia's political stability and skilled labor contribute to a conducive industrial environment [3]. - The establishment of overseas production bases is expected to optimize global capacity layout, enhance supply chain resilience, and improve market responsiveness [3][4]. Group 4: Capacity Expansion - The company has experienced rapid growth in its communication cable business, necessitating the expansion of its production capacity [4]. - The current facilities in Huizhou are insufficient to meet demand, prompting the need for additional external factory rentals [4]. - The expansion project aims to ensure stable production capabilities and mitigate risks associated with capacity shortages [4].

Core Viewpoint - The company plans to invest up to 1.5 billion yuan in expanding its production and R&D capabilities in Huizhou, Guangdong, to enhance its industrial layout and meet growing business demands [2][3]. Group 1: Project Details - The expansion project will focus on developing high-performance communication cables and polymer foam materials, with a construction period of approximately 2 years [2]. - The project site covers about 185,300 square meters and is adjacent to the company's existing production base, facilitating operational synergies [2]. Group 2: Market Outlook - The communication cable industry is experiencing growth due to increasing demand from global data centers, artificial intelligence, high-performance computing, and automotive intelligence [2]. - Polymer foam materials are gaining traction due to their lightweight, thermal insulation, and eco-friendly properties, indicating a promising market potential [2]. Group 3: Strategic Importance - The expansion aims to align with the company's business growth needs, improve overall production capacity, and enhance delivery capabilities [3]. - The project is expected to strengthen the company's profitability and market competitiveness, laying a solid foundation for sustainable future development [3].