Group 1 - The company, Weifeng Electronics (301328.SZ), reported that its data center business is progressing smoothly, with some products currently under development [2] - The company has not yet ventured into the field of fiber photonics [2]

Group 1 - The stock of Keda closed at 23.70 yuan on August 5, down 0.42% from the previous trading day, with a trading volume of 215 million yuan [1] - The company’s main business includes power equipment manufacturing, with applications in data centers and energy storage [1] - On August 4, the company hosted an institutional research meeting with E Fund and GF Securities, focusing on the development of its data center business [1] Group 2 - The demand in the data center industry has significantly increased compared to previous years, and the company expects to benefit from AI technology development over the next three to five years [1] - The company’s data center business has a balanced market presence, with domestic and overseas markets each accounting for half of the business, and overseas growth driven by distribution and ODM models [1] - On August 5, there was a net outflow of 19.68 million yuan in main funds, with a cumulative net outflow of 11.81 million yuan over the past five days [1]

智通财经APP讯，顺络电子(002138.SZ)发布2025年半年度报告，报告期内，公司实现营业收入32.24亿 元，同比增长19.80%。实现归属于上市公司股东的净利润4.86亿元，同比增长32.03%。实现归属于上市 公司股东的扣除非经常性损益的净利润4.62亿元，同比增长32.87%。基本每股收益0.62元。 2025年第二季度，顺络在手机通讯、消费电子等传统市场应用领域保持了稳步成长，在AI+应用、汽车 电子、数据中心等新兴战略市场实现了持续强劲的高速增长。在复杂多变的经营环境下，顺络的创新业 务蓬勃发展，新产品得到多位全球顶级科技客户的认可，其中数据中心业务于2025年上半年实现订单的 重要增长，成为顺络继汽车电子市场之后未来又一新兴战略市场的标志性突破。 ...