证券日报网讯 兆龙互连8月28日在互动平台回答投资者提问时表示，公司目前光产品主要是数据中心运 用的光缆、光纤跳线、MPO/MTP预端接、LC光纤连接器、光配线架等连接产品，目前已为金融等高端 领域客户提供光连接方案，收入占比较小。公司将持续深耕光电通信行业，不断拓展市场，抓住光电同 行的市场机遇。 （编辑 王雪儿） ...

2、根据2025年5月29日投资者关系活动记录表：公司光产品涵盖光纤跳线、MPO/MTP预端接、LC光纤 连接器等。目前国内主要服务于金融系统（如银行）、高等院校、医疗、展馆等中高端项目；同时正进 一步拓展海外市场，逐步形成小批量业务阶段。 3、招股说明披露：公司是国内少数有能力设计制造超六类、七类、超七类乃至八类数据电缆的企业， 能够满足 5G 时代新的数据传输需求。 4、2025年2月27日互动易：公司机器视觉产品已经批量运用于多种机器视觉连接系统解决方案，包含 CoaXPress、GigE、10GigE、Camera Link、光跳线等。 5、根据2024年年报，公司海外营收占比为61.93%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 8月26日，兆龙互连跌3.48%，成交额8.81亿元，换手率5.73%，总市值185.78亿元。 异动分析 铜缆高速连接+光纤概念+5G+机器视觉+人民币贬值受益 1、2024年1月25日互动易，公司高速组件系列产品（DAC）主要运用于大型数据中心交换机与服务器 的连接，包括25G、1 ...

Core Viewpoint - The company, Zhaolong Interconnect, is actively engaged in the optical products sector, providing customized optical connection solutions and has established stable collaborations with clients in various fields, including financial data centers and automated factories [1] Product Offerings - The company's optical products include fiber optic cables, fiber optic jumpers, MPO/MTP pre-terminated connectors, LC fiber connectors, and optical distribution frames [1] - Zhaolong Interconnect is focusing on high-speed interconnects and hybrid optical-copper products, indicating a commitment to research and development in these areas [1] Client Collaboration - The company has initiated stable cooperation with clients in sectors such as financial data centers and automated factories, although the revenue contribution from these collaborations is currently relatively small [1] - Zhaolong Interconnect plans to deepen strategic cooperation with key clients to enhance its market position [1]

Core Viewpoint - The company, Zhaolong Interconnect (300913.SZ), is actively engaged in the optical products sector, focusing on customized optical connection solutions for data centers and automation factories, with plans to enhance R&D investments in high-speed interconnect and hybrid optical-copper products [1] Group 1: Product Offerings - The company's optical products include optical cables, fiber jumpers, MPO/MTP pre-terminated connectors, LC fiber connectors, and optical distribution frames [1] - The company has established stable cooperation with clients in financial data centers and automated factories, although the revenue contribution from these collaborations is currently small [1] Group 2: Strategic Initiatives - The company plans to increase R&D investment in high-speed interconnect and optical-copper hybrid products [1] - There is an emphasis on deepening strategic cooperation with key clients [1]

Summary of Key Points from Conference Call Industry Overview - The conference call primarily discusses the **optical communication** industry and its developments, particularly driven by advancements in AI and new technologies from companies like **Broadcom** and **Credo** [1][2][3]. Core Insights and Arguments - **Broadcom's TH6 Network Chip**: The release of the TH6 network chip, which supports 102T switching, significantly enhances AI data center network performance and accelerates the development of 200G/224G SerDes technology, acting as a catalyst for the AI optical communication sector [1][5]. - **Credo's Financial Performance**: Credo reported a 20% quarter-over-quarter revenue growth and nearly 180% year-over-year growth, indicating strong market demand and plans to increase capital expenditures, reflecting optimism about AI's future [1][7]. - **Xena's Revenue Trends**: Xena's revenue grew by over 20% year-over-year, although gross margins declined due to rising costs. Despite this, overall revenue trends indicate benefits from industry growth [1][8]. - **Fiber Optic Cable Demand**: The demand for fiber optic jumpers is robust, with companies like **Hengtai Light** and others benefiting from the rollout of 800G/1.6T technologies [1][6]. - **Emerging Technologies**: New CPU technologies and silicon photonics are expected to improve the gross margins and profitability of optical modules, with demand for 1.6T and 800G modules anticipated to rise through 2026 [1][11][12]. Notable Companies and Their Prospects - **Hengtai Light**: Recognized as a core wiring solution provider, expected to benefit from the increasing demand for high-speed optical communication solutions [1][6]. - **Taiwanese Server Manufacturers**: Companies like **Weichuang** are seeing significant revenue growth in AI servers, reflecting the overall industry's positive outlook [1][10]. - **Ciena and Akasia**: These companies are noted for their unique positions in the global long-distance data center and network transmission markets, expected to continue benefiting from industry developments [1][10]. - **New Yi Sheng and Tianfu Communication**: These companies are highlighted for their potential growth due to increasing demand from major internet firms [1][13]. Additional Important Insights - **ByteDance's Spring Conference**: The upcoming ByteDance conference is expected to positively impact the communication sector, particularly for companies closely collaborating with ByteDance, such as **Guanghe Tong** [1][14]. - **IDC Sector Outlook**: The IDC sector is projected to have a positive outlook in the second half of 2025, with significant investments from major players like Alibaba and Tencent expected to yield results [1][15][16]. - **NVIDIA's New Product Launch**: NVIDIA's upcoming product releases are anticipated to enhance computing infrastructure and AI application demand, presenting investment opportunities [1][17]. This summary encapsulates the key developments and insights from the conference call, focusing on the optical communication industry and its key players.