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兆龙互连(300913.SZ):预计2025年净利润同比增长40.51%–55.54%
Ge Long Hui A P P· 2026-01-28 14:12
格隆汇1月28日丨兆龙互连(300913.SZ)公布,预计2025年归属于上市公司股东的净利润21,500万元– 23,800万元,比上年同期增长40.51%–55.54%,扣除非经常性损益后的净利润21,000万元–23,300万元, 比上年同期增长90.93%–111.84%。 受益于全球数字化、人工智能技术的发展和算力需求的持续攀升,带动数据传输和连接的需求快速增 长,公司紧抓行业发展机遇,持续加大技术创新和产品研发投入,积极拓展海内外优质客户,深化战略 合作,实现了主营业务的稳健发展。2025年度,公司6A及以上数据线缆、专用电缆及连接产品等销售 收入稳步增长,产品结构不断优化,有效提升了整体盈利水平,公司净利润较上年同期实现较大幅度增 长。 ...
兆龙互连:2025年全年净利润同比预增40.51%—55.54%
南财智讯1月28日电,兆龙互连发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润为 21500万元—23800万元,同比预增40.51%—55.54%;预计2025年全年归属于上市公司股东的扣除非经 常性损益的净利润为21000万元—23300万元,同比预增90.93%—111.84%。业绩变动原因说明:1、受 益于全球数字化、人工智能技术的发展和算力需求的持续攀升,带动数据传输和连接的需求快速增长, 公司紧抓行业发展机遇,持续加大技术创新和产品研发投入,积极拓展海内外优质客户,深化战略合 作,实现了主营业务的稳健发展。2025年度,公司6A及以上数据线缆、专用电缆及连接产品等销售收 入稳步增长,产品结构不断优化,有效提升了整体盈利水平,公司净利润较上年同期实现较大幅度增 长。2、本报告期,公司预计非经常性损益对净利润影响约为500万元,上年同期为4302.92万元。 ...
兆龙互连:2025年净利同比预增40.51%~55.54%
Mei Ri Jing Ji Xin Wen· 2026-01-28 09:19
每经AI快讯,1月28日,兆龙互连(300913)(300913.SZ)公告称,预计2025年归属于上市公司股东的净 利润为2.15亿元~2.38亿元,比上年同期增长40.51%~55.54%。受益于全球数字化、人工智能发展及算力 需求提升,公司紧抓机遇加大研发与客户拓展,6A及以上数据线缆、专用电缆及连接产品收入增长, 产品结构优化,盈利水平提升。 ...
竞价折价率下行,解禁收益回升
Group 1: New Issuance Dynamics - As of July 21, 2025, there are 598 ongoing private placement projects, with 26 new projects added in the last two weeks, a 30% increase from the previous period[5] - The average time from proposal to approval for private placements has decreased by 90 days to 341 days, maintaining a 100% approval rate[16] - The China Securities Regulatory Commission (CSRC) approved 11 projects, a decrease of 5 from the previous period[5] Group 2: Market Performance and Trends - The total fundraising amount for newly listed projects in the last two weeks is 14.01 billion CNY, a decrease of 38.6% from the previous period[28] - The average benchmark discount rate for competitive projects is 5.51%, down 8.49 percentage points, while the market price discount rate is 7.21%, down 7.40 percentage points[28] - The average absolute return for competitive projects that were unlocked in the last two weeks is 26.74%, with a positive return rate increasing by 20%[28] Group 3: Project Analysis - Sui Rui New Materials plans to raise up to 600 million CNY for projects related to liquid rocket engine components, with expected revenue growth exceeding 10% in 2023 and 2024[20] - Zhao Long Interconnect aims to raise up to 1.195 billion CNY for a production base in Thailand, with expected capacity increases including 170,000 kilometers of data cables[24] - The average price-to-earnings (PE) ratio for Sui Rui New Materials is 4.06, significantly higher than the industry average of 9.34%[23]
兆龙互连: 向特定对象发行股票募集说明书(注册稿)
Zheng Quan Zhi Xing· 2025-07-15 11:13
Core Viewpoint - Zhejiang Zhaolong Interconnect Technology Co., Ltd. plans to issue shares to specific investors to raise funds for various projects, including the construction of a production base in Thailand and the development of intelligent manufacturing for high-speed cables and connection products [1][2]. Group 1: Issuance Details - The company aims to raise a total of approximately 121,309.95 million yuan, with 119,500.00 million yuan allocated for specific projects after deducting issuance costs [2]. - The final issuance price will be determined by the board of directors based on the results of a bidding process and in accordance with relevant regulations after approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [1][2]. - The maximum number of shares to be issued will not exceed 30% of the total share capital before the issuance, amounting to 77,868,520 shares [1]. Group 2: Use of Proceeds - The raised funds will be used for the "Thailand Production Base Construction Project," "Intelligent Manufacturing Project for High-Speed Cables and Connection Products," and to supplement working capital [6][7]. - If the actual net amount raised is less than planned, the board will adjust the allocation based on the urgency and importance of the projects [2]. Group 3: Risks and Challenges - The company faces risks related to overseas sales, as its products are sold in over 100 countries, with significant revenue coming from international markets [3][4]. - Fluctuations in the prices of key raw materials, particularly copper, which constitutes a large portion of the company's costs, could impact profitability [4]. - The company is also exposed to foreign exchange risks due to its significant sales in foreign currencies, primarily USD [5]. Group 4: Corporate Structure and Shareholding - As of March 31, 2025, the total share capital of the company is 259,561,736 shares, with 18.25% being restricted shares and 81.75% being freely tradable [13]. - The controlling shareholder is Zhaolong Holdings, which directly holds a significant portion of the company's shares [13].
兆龙互连(300913) - 2025年5月28日投资者关系活动记录表
2025-05-29 01:34
Group 1: Company Overview and Market Position - Zhejiang Zhaolong Interconnect Technology Co., Ltd. has become a major partner for domestic mainstream internet and cloud computing companies in data transmission and connection products, including Alibaba, Baidu, Kuaishou, and Inspur [2][3] - The company is actively promoting a globalization strategy to integrate into overseas industrial chains, with a good order situation and rapid overall growth in its high-speed business [2][3] Group 2: Product Capacity and Development - The company is continuously expanding its production capacity by purchasing new equipment and expanding its team to meet current production demands and adapt to future market changes [2][3] - The production capacity for high-speed products is rapidly increasing as new equipment is delivered [2][3] Group 3: Market Trends and Customer Base - The demand for high-speed products is positively influenced by the ongoing construction of data centers, with a trend towards upgrading to 400G/800G products [3] - The company has established stable partnerships with leading global electronic and communication companies, covering over 100 countries and regions, including Europe, North America, the Middle East, Southeast Asia, and Australia [3] Group 4: Revenue Structure and Growth Expectations - In Q1 2025, the revenue structure shows that data cables and wiring products account for approximately 70%, while specialized cables and connection products account for about 30% [4] - The company is expected to actively expand both domestic and international markets, leveraging opportunities in digitalization and smart technology to create new business growth points [4] Group 5: Future Expansion Plans - The core direction for future capacity expansion includes ongoing domestic high-speed product expansion projects and enhancing production capacity for high-value-added products at the Thailand production base [3][4] - The company plans to increase investments in data center optical connection products and automotive Ethernet to enhance market competitiveness [3][4]