Core Insights - The stock price of Walden Materials increased by 2.00% on November 25, reaching 24.94 CNY per share, with a trading volume of 197 million CNY and a market capitalization of 31.422 billion CNY [1] Financial Performance - For the period from January to September 2025, Walden Materials achieved a revenue of 6.082 billion CNY, representing a year-on-year growth of 26.17%, and a net profit attributable to shareholders of 822 million CNY, up 25.45% year-on-year [2] Shareholder Information - As of September 30, 2025, the number of shareholders of Walden Materials was 203,300, an increase of 2.43% from the previous period, with an average of 5,628 circulating shares per shareholder, a decrease of 2.37% [2] Dividend Distribution - Since its A-share listing, Walden Materials has distributed a total of 779 million CNY in dividends, with 433 million CNY distributed over the past three years [3] Major Shareholders - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 60.8337 million shares as a new shareholder, while the Southern CSI 500 ETF ranks as the sixth largest circulating shareholder with 14.6809 million shares, a decrease of 287,700 shares from the previous period [3]

11月24日，沃尔核材盘中上涨2.00%，截至13:49，报24.48元/股，成交5.50亿元，换手率1.99%，总市值 308.42亿元。 资金流向方面，主力资金净流出549.62万元，特大单买入3669.23万元，占比6.68%，卖出3968.51万元， 占比7.22%；大单买入1.16亿元，占比21.16%，卖出1.19亿元，占比21.61%。 沃尔核材今年以来股价跌2.52%，近5个交易日跌4.82%，近20日跌17.74%，近60日跌1.45%。 分红方面，沃尔核材A股上市后累计派现7.79亿元。近三年，累计派现4.33亿元。 机构持仓方面，截止2025年9月30日，沃尔核材十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股6083.37万股，为新进股东。南方中证500ETF（510500）位居第六大流通股东，持股 1468.09万股，相比上期减少28.77万股。 责任编辑：小浪快报 资料显示，深圳市沃尔核材股份有限公司位于广东省深圳市坪山区龙田街道兰景北路沃尔工业园,香港 上环永乐街60-66号昌泰商业大厦5楼504室，成立日期1998年6月19日，上市日期2007年4月20日，公司 ...

Core Viewpoint - The company has shown significant growth in revenue and net profit for the first three quarters of 2025, alongside plans to enhance shareholder returns through increased dividends and share buybacks [1][4]. Group 1: Financial Performance - For the first three quarters of 2025, the company's revenue increased by 12.23% year-on-year, while net profit surged by 95.63% year-on-year [1][4]. - In Q3 2025, the company experienced a decline in revenue by 8.39% year-on-year and 6.10% quarter-on-quarter, with net profit decreasing by 26.97% year-on-year and 21.34% quarter-on-quarter [1]. Group 2: Shareholder Returns - The company has repurchased shares worth 2.23 billion yuan, totaling 14.66 million shares, and has distributed cash dividends amounting to 6.49 billion yuan [1]. - A profit distribution plan for the first three quarters of 2025 was approved at the third extraordinary general meeting, with a high approval rate from shareholders [3][4]. Group 3: Product Development and Market Strategy - The company is focusing on high-quality customers in the OEM market and increasing R&D investment in the electric vehicle sector [2]. - The high-speed train brake pads have completed dynamic testing and are currently undergoing operational assessment [2][4]. - The company is expanding its presence in the overseas market through customer visits and participation in exhibitions [2]. Group 4: Risk Management - The company employs a combination of spot foreign exchange settlements and forward foreign exchange products to mitigate foreign exchange risk [1][4].

Core Viewpoint - The stock of Walden Materials has experienced fluctuations, with a recent decline of 2.90% and a total market capitalization of 32.909 billion yuan, reflecting mixed investor sentiment and trading activity [1]. Company Overview - Walden Materials, established on June 19, 1998, and listed on April 20, 2007, is located in Shenzhen, Guangdong Province. The company specializes in the research, development, manufacturing, and sales of polymer nuclear radiation modified new materials and a series of electronic, power, and wire products [2]. - The company's revenue composition includes: electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), power products (12.34%), others (2.22%), and wind power generation (2.02%) [2]. - Walden Materials operates in the electronic industry, specifically under the categories of other electronics and related concepts such as high-speed connectors, consumer electronics, robotics, Huawei concepts, and fast charging [2]. Financial Performance - For the period from January to September 2025, Walden Materials achieved a revenue of 6.082 billion yuan, representing a year-on-year growth of 26.17%. The net profit attributable to shareholders was 822 million yuan, with a year-on-year increase of 25.45% [2]. - The company has distributed a total of 779 million yuan in dividends since its A-share listing, with 433 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Walden Materials reached 203,300, an increase of 2.43% from the previous period. The average circulating shares per person decreased by 2.37% to 5,628 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 60.8337 million shares as a new shareholder. The sixth-largest shareholder is the Southern CSI 500 ETF, holding 14.6809 million shares, which decreased by 287,700 shares compared to the previous period [3].

Core Viewpoint - The stock of Walden Materials has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 10.26%, indicating volatility in investor sentiment and market performance [1]. Company Overview - Walden Materials, established on June 19, 1998, and listed on April 20, 2007, is located in Shenzhen, China. The company specializes in the research, development, manufacturing, and sales of polymer radiation-modified new materials and various electronic, power, and wire products [2]. - The revenue composition of Walden Materials includes: electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), power products (12.34%), other (2.22%), and wind power generation (2.02%) [2]. - The company operates in the electronic industry, specifically under the categories of other electronics and related concepts such as high-speed connectors, consumer electronics, new energy vehicles, BYD concept, and fast charging [2]. Financial Performance - For the period from January to September 2025, Walden Materials achieved a revenue of 6.082 billion yuan, reflecting a year-on-year growth of 26.17%. The net profit attributable to shareholders was 822 million yuan, marking a 25.45% increase compared to the previous year [2]. - The company has distributed a total of 779 million yuan in dividends since its A-share listing, with 433 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Walden Materials reached 203,300, an increase of 2.43% from the previous period. The average circulating shares per person decreased by 2.37% to 5,628 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 60.8337 million shares as a new shareholder. The Southern CSI 500 ETF ranks as the sixth-largest circulating shareholder, holding 14.6809 million shares, a decrease of 287,700 shares from the previous period [3].

Core Viewpoint -沃尔核材 is a leading global player in high-speed copper cables, with strong investment value due to its core technology and diverse applications across various sectors [1] Group 1: Business Overview - Founded on June 19, 1998, and listed on the Shenzhen Stock Exchange on April 20, 2007,沃尔核材 specializes in the R&D, manufacturing, and sales of polymer radiation-modified new materials and electronic, power, and wire products [1] - The company is involved in wind power generation, electric vehicles, and smart manufacturing, indicating a broad industrial footprint [1] Group 2: Financial Performance - For Q3 2025,沃尔核材 reported revenue of 6.082 billion yuan, ranking sixth among 33 companies in the industry, with a net profit of 883 million yuan, the highest in the sector [2] - The revenue breakdown includes electronic materials (1.333 billion yuan, 33.79%), communication cables (1.246 billion yuan, 31.58%), new energy vehicle products (712 million yuan, 18.06%), and power products (487 million yuan, 12.34%) [2] Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 44.73%, slightly below the industry average of 44.96%, indicating good solvency [3] - The gross profit margin stood at 32.08%, higher than the industry average of 21.49%, reflecting strong profitability [3] Group 4: Management and Shareholder Structure - Chairman Zhou Heping and General Manager Yi Huarong have seen salary increases, with Yi's compensation rising from 1.4128 million yuan in 2023 to 1.4929 million yuan in 2024 [4] - As of September 30, 2025, the number of A-share shareholders increased by 2.43% to 203,300, with an average holding of 5,628.45 shares [5] Group 5: Market Outlook and Projections - Analysts from Huatai Securities and Huaan Securities have initiated coverage with "buy" ratings, projecting significant revenue and profit growth for 2025-2027 [5][6] - Expected net profits for 2025, 2026, and 2027 are 1.224 billion yuan, 2.178 billion yuan, and 2.614 billion yuan, respectively [5]

Core Viewpoint -沃尔核材 reported strong financial performance for Q3 2025, with significant year-on-year growth in both revenue and net profit, driven by the continuous increase in income from communication cables, new energy vehicle products, and electronic materials [1] Financial Performance - Q3 revenue reached 2.137 billion yuan, representing a year-on-year increase of 23.87% [1] - Q3 net profit was 264 million yuan, showing a year-on-year growth of 11.92% [1] - For the first three quarters, total revenue amounted to 6.082 billion yuan, up 26.17% year-on-year [1] - Net profit for the first three quarters was 822 million yuan, reflecting a year-on-year increase of 25.45% [1] Growth Drivers - The growth in performance is primarily attributed to the sustained increase in revenue from communication cables, new energy vehicle products, and electronic materials [1]

Core Viewpoint - The stock price of Walden Materials has increased by 6.19% over the past three days, reaching 30.00 CNY per share, with a total market capitalization of 37.797 billion CNY [1] Company Overview - Walden Materials, established on June 19, 1998, and listed on April 20, 2007, is located in Shenzhen, Guangdong Province. The company specializes in the research, development, manufacturing, and sales of polymer radiation-modified new materials and a series of electronic, power, and wire products. It is also involved in wind power generation, electric vehicles, and smart manufacturing [1] - The revenue composition of Walden Materials is as follows: electronic materials 33.79%, communication cables 31.58%, new energy vehicle products 18.06%, power products 12.34%, others 2.22%, and wind power generation 2.02% [1] Fund Holdings - According to data, one fund under Bosera Asset Management holds Walden Materials as a significant position. The Bosera Ji Xing Configuration Preferred 6-Month Holding Mixed Fund (FOF) A (018285) held 1,300 shares in the second quarter, accounting for 0.28% of the fund's net value, ranking as the eighth largest holding. The estimated floating profit today is approximately 312 CNY, with a total floating profit of 2,275 CNY during the three-day increase [2] - The Bosera Ji Xing Configuration Preferred 6-Month Holding Mixed Fund (FOF) A (018285) was established on August 29, 2023, with a latest scale of 10.7567 million CNY. Year-to-date returns are 19.57%, ranking 323 out of 1,046 in its category; one-year returns are 18.41%, ranking 328 out of 1,016; and since inception, the return is 22.2% [2] Fund Manager Information - The fund managers of Bosera Ji Xing Configuration Preferred 6-Month Holding Mixed Fund (FOF) A (018285) are Zheng Zheng and Zhang Weiwei. Zheng has a cumulative tenure of 7 years and 362 days, with a total fund asset size of 13.4182 million CNY, achieving a best return of 30.36% and a worst return of -19.14% during his tenure. Zhang has a cumulative tenure of 3 years and 46 days, managing assets of 72.0069 million CNY, with a best return of 22.2% and a worst return of -12.62% during his tenure [3]

Group 1 - The stock price of Walden Materials increased by 2.02% on October 28, reaching 30.36 CNY per share, with a trading volume of 1.398 billion CNY and a turnover rate of 4.08%, resulting in a total market capitalization of 38.251 billion CNY [1] - Year-to-date, Walden Materials' stock price has risen by 20.89%, with a 5-day increase of 5.97%, a 20-day increase of 6.53%, and a 60-day increase of 29.58% [1] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on September 23, where it recorded a net purchase of 479 million CNY [1] Group 2 - Walden Materials, established on June 19, 1998, and listed on April 20, 2007, is located in Shenzhen, Guangdong Province, and specializes in the research, manufacturing, and sales of polymer radiation-modified new materials and related electronic, power, and wire products [2] - The company's revenue composition includes electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), power products (12.34%), and others (2.22%) [2] - For the first half of 2025, Walden Materials achieved a revenue of 3.945 billion CNY, representing a year-on-year growth of 27.46%, and a net profit attributable to shareholders of 558 million CNY, up 33.06% year-on-year [2] Group 3 - As of June 30, 2025, the top ten circulating shareholders of Walden Materials include the Southern CSI 500 ETF, which is the fifth largest shareholder with 14.9686 million shares, marking its entry as a new shareholder [3] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Group 1 - The stock price of Walden Materials decreased by 2.01% on October 23, trading at 27.82 CNY per share, with a total market capitalization of 35.05 billion CNY [1] - Year-to-date, Walden Materials' stock price has increased by 10.77%, but it has seen a decline of 3.54% over the last five trading days and a slight decrease of 0.96% over the last 20 days [1] - The company has appeared on the trading leaderboard six times this year, with the most recent appearance on September 23, where it recorded a net buy of 479 million CNY [1] Group 2 - Walden Materials, established on June 19, 1998, specializes in the research, manufacturing, and sales of polymer nuclear radiation modified new materials and related electronic and power products [2] - The company's revenue composition includes electronic materials (33.79%), communication cables (31.58%), new energy vehicle products (18.06%), power products (12.34%), and others (2.22%) [2] - As of June 30, 2025, Walden Materials reported a revenue of 3.945 billion CNY, reflecting a year-on-year growth of 27.46%, and a net profit of 558 million CNY, up by 33.06% [2] Group 3 - Since its A-share listing, Walden Materials has distributed a total of 779 million CNY in dividends, with 433 million CNY distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include the Southern CSI 500 ETF, which is the fifth largest shareholder with 14.9686 million shares, marking its entry as a new shareholder [3]