格隆汇9月4日丨沃尔核材(002130.SZ)在投资者互动平台表示，目前，公司正在开展单通道448G高速线 的样品开发工作。公司将紧跟行业技术发展趋势和客户实际需求，保持敏捷开发能力，持续聚焦高速通 信线等重点产品的创新与迭代，强化行业领先地位。 ...

每经AI快讯，有投资者在投资者互动平台提问：单通道448G高速通信线样品开发工作进入了哪一步？ 沃尔核材（002130.SZ）9月4日在投资者互动平台表示，目前，公司正在开展单通道448G高速线的样品 开发工作。公司将紧跟行业技术发展趋势和客户实际需求，保持敏捷开发能力，持续聚焦高速通信线等 重点产品的创新与迭代，强化行业领先地位。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article highlights the strong financial performance of Shenzhen Walden Materials Co., Ltd. in the first half of 2025, with a revenue of 3.945 billion yuan, representing a year-on-year growth of 27.46%, and a net profit of 558 million yuan, up 33.06% [1] - The company's electronic materials and power products segments continue to show robust growth, driven by increasing demand from downstream applications such as data centers, artificial intelligence, high-performance computing, and smart vehicles [1] - The subsidiary, Huizhou Letin Intelligent Technology Co., Ltd., achieved significant revenue growth of 1.246 billion yuan, a 62.46% increase, with its high-speed communication cable segment seeing a remarkable 397.80% growth in revenue, reaching 466 million yuan [1] Group 2 - Letin Intelligent is developing samples for single-channel 448G high-speed cables, aiming to maintain its industry-leading position through agile development and continuous innovation in key products [2] - The company's performance in the new energy vehicle sector is bolstered by its leading position in niche markets, ongoing R&D innovation, self-manufacturing advantages across the product chain, and large-scale production capabilities, benefiting from the rapid growth in new energy vehicle sales and supportive charging infrastructure policies [2]

[Table_Info1] 沃尔核材(002130) 电子 [Table_Title] 证券研究报告 / 公司点评报告 高速通信线爆发增长，重视铜连接放量周期 ---沃尔核材 2025 年半年报点评 [Table_Summary] 事件：公司近日发布 2025 年半年报，2025 年上半年实现营业收入 39.45 亿元，YoY+27.46%；归母净利润 5.58 亿元，YoY+33.06%；扣除非经常 性损益后净利润 5.38 亿元，YoY+36.95%；每股收益 0.44 元。单二季度 实现营收 21.86 亿元，YoY+28.15%，QoQ+24.28%；归母净利润 3.08 亿 元，YoY+30.86%，QoQ+22.88%。整体业绩保持快速增长，盈利能力持 续提升。 点评：乐庭智联业绩亮眼，高速通信线爆发增长。受益于全球数据中心、 人工智能、高性能计算及智能汽车等下游应用需求的快速增长，乐庭智 联凭借在高速通信线领域的领先优势，特别是单通道 224G 高速通信线 的先发优势、加上设备和工艺壁垒，2025 年上半年经营业绩显著增长， 实现营业收入 12.46 亿元，同比增长 62.46%，其中高速通信线 ...