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兆龙互连跌3.69%,成交额6.89亿元,近3日主力净流入-2020.64万
Xin Lang Cai Jing· 2025-09-19 07:39
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].
兆龙互连跌4.56%,成交额11.65亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-08-29 07:55
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 August 29, Zhaolong Interconnect's stock fell by 4.56%, with a trading volume of 1.165 billion yuan and a turnover rate of 7.21%, bringing the total market capitalization to 19.591 billion yuan [1] - For the first half of 2025, the company achieved operating 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 large data center switches and servers, with products supporting 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 include fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2] Group 3: Market Dynamics - As of the 2024 annual report, overseas revenue accounted for 61.93% of the company's total revenue, benefiting from the depreciation of the Chinese yuan [3] - The average trading cost of the stock is 55.10 yuan, with the stock currently near a resistance level of 64.00 yuan, indicating potential for upward movement if this level is surpassed [6] - The stock's main capital flow shows a net outflow of 138 million yuan today, with no significant trends in capital movement observed [4][5]
兆龙互连涨8.95%,成交额19.54亿元,今日主力净流入5293.94万
Xin Lang Cai Jing· 2025-08-28 07:53
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., has shown significant growth in revenue and profit, benefiting from the depreciation of the RMB and its strong position in the data cable and connectivity market. Group 1: Company 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% [7] - The net profit attributable to the parent company for the same period was 89.61 million yuan, reflecting a year-on-year increase of 50.30% [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 Products - The company specializes in the design, manufacturing, and sales of data cables, specialized cables, and connectivity products, with a revenue composition of 52.44% from category 6 and below data communication cables, 21.25% from category 6A and above, and 10.04% from connectivity products [7] - The company is one of the few in China capable of designing and manufacturing ultra-category 6, 7, and 8 data cables, meeting the new data transmission demands of the 5G era [2] - The company has successfully developed high-speed cable components with transmission rates of up to 800G, primarily used in large data center switches and servers [2] Group 3: Market Dynamics - The company's overseas revenue accounted for 61.93% of total revenue in 2024, benefiting from the depreciation of the RMB [3] - The company is expanding its market presence, particularly in high-end projects within the financial system, higher education, healthcare, and exhibition venues, while also venturing into overseas markets [2] Group 4: Technical Analysis - The average trading cost of the company's shares is 54.43 yuan, with the stock price currently fluctuating between resistance at 69.99 yuan and support at 56.03 yuan, indicating potential for range trading [6] - The main capital inflow today was 52.94 million yuan, with a net inflow of 529.39 million yuan over the past three days [5]
兆龙互连涨4.94%,成交额13.89亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-08-25 08:18
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth driven by its product offerings in high-speed data cables and optical products, benefiting from the depreciation of the RMB and expanding overseas markets [2][3]. 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: 52.44% from data communication cables of category 6 and below, 21.25% from category 6A and above, 10.04% from connection products, 8.51% from specialized cables, and 4.54% from other products [7]. Financial Performance - For the period from January to March 2025, the company achieved a revenue of 448 million yuan, representing a year-on-year growth of 21.54%. The net profit attributable to the parent company was 32.59 million yuan, reflecting an 85.12% increase year-on-year [7]. - As of March 31, 2025, 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 Offerings - The company is one of the few in China capable of designing and manufacturing data cables of categories 6, 7, and 8, meeting the new data transmission demands of the 5G era [2]. - The product range includes high-speed components for large data center switches and servers, with successful development of 800G transmission speed cables [2]. International Revenue - In the 2024 annual report, the company reported that overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3]. Stock Performance - On August 25, the stock price of Zhaolong Interconnect increased by 4.94%, with a trading volume of 1.389 billion yuan and a turnover rate of 9.00%, bringing the total market capitalization to 19.247 billion yuan [1]. - The average trading cost of the stock is 52.39 yuan, with the stock price approaching a resistance level of 64.00 yuan, indicating potential for upward movement if the resistance is broken [6]. Institutional Holdings - As of March 31, 2025, the number of shareholders decreased by 17.33% to 28,100, with an average of 7,552 shares held per person, which increased by 20.97% [7]. - The eighth largest shareholder, Hong Kong Central Clearing Limited, reduced its holdings by 2.669 million shares [8].
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]