中国经济网北京7月14日讯兆龙互连（300913）(300913.SZ)昨日披露《关于申请向特定对象发行股票获 得深圳证券交易所上市审核中心审核通过的公告》。 6月27日公司披露《向特定对象发行股票募集说明书(修订稿)》。本次发行的股票种类为境内上市人民 币普通股(A股)，每股面值为人民币1.00元，将采用向特定对象发行股票的方式。 公司于2025年7月11日收到深圳证券交易所(以下简称"深交所")上市审核中心出具的《关于浙江兆龙互 连科技股份有限公司申请向特定对象发行股票的审核中心意见告知函》，深交所发行上市审核机构对公 司提交的向特定对象发行股票申请文件进行了审核，认为公司符合发行条件、上市条件和信息披露要 求，后续深交所将按规定报中国证券监督管理委员会(以下称"中国证监会")履行相关注册程序。 本次向特定对象发行股票的发行对象不超过三十五名(含)，最终发行对象由公司股东大会授权董事会在 本次发行申请通过深交所审核并经中国证监会同意注册后，按照中国证监会、深交所相关规定，根据竞 价结果与保荐人(主承销商)协商确定。 公告称，公司本次向特定对象发行股票事项尚需获得中国证监会作出同意注册的决定后方可实施，最终 ...

马逊等公司对铜连接产品存在技术依赖。因此，沃尔核材作为安菲诺核 心配套厂商，其未来业绩增长潜力巨大。 请问近期通信行业的主要发展趋势和投资机会有哪些？ 近期通信行业的主要发展趋势和投资机会包括以下几个方面： 1. 工业富联的业绩表现：工业富联在其业绩指引中提到，今年（2025 年）800G 以上高速交换机的收入相比去年（2024 年）翻了三倍。这 一数据验证了 AI 算力需求的强劲增长，推动了交换机市场的景气度。 2. 瑞杰网络和新网锐捷：瑞杰网络发布了上半年（2025 年）的业绩预告， 预计利润为 4 亿至 5.1 亿元。新网锐捷持有瑞杰网络 45%的股权，其市 值相对低估。目前新网锐捷市值约为 130 亿至 140 亿，而瑞杰网络市 值已达 470 亿。考虑到新网锐捷今年（2025 年）预计利润为 2 亿元， 全年可能达到 4 亿至 5 亿元，其估值水平较低，是一个值得关注的投资 标的。 3. 光模块领域：华工科技和光迅科技在光模块领域表现强劲。华工科技预 计今年（2025 年）的利润将接近 20 亿元，明年（2026 年）的收入目 标为 300 亿元。此外，该公司在激光制造和传感器等主营业务板块也有 2 ...

Core Viewpoint - Beijing Weitongli Electric Co., Ltd. (referred to as Weitongli) has applied for a change in its listing review status to "inquired" on the Shenzhen Stock Exchange, with a fundraising target of 1.59374 billion yuan [1] Group 1: Business Overview - The company specializes in the research, production, and sales of a series of electrical connection products, including hard connections, flexible connections, contact components, laminated busbars, and CCS, as well as synchronous decomposers [1] - Weitongli aims to provide high-performance electrical connection products and customized solutions to meet the individual needs of global customers, enhancing safety, reliability, sustainability, and intelligence in electrical connections [1] - The company has expanded its application areas from traditional sectors like electric power and rail transportation to emerging industries such as new energy vehicles and wind-solar-storage [1] Group 2: Clientele and Market Position - Weitongli serves high-end clients in the electrical connection product sector, with products recognized by major players in various fields, including Siemens, Schneider, ABB, Hitachi Energy, and GE in the electric power sector [2] - In the new energy vehicle sector, clients include BYD, Stellantis, and others, while in the wind-solar-storage sector, clients include Goldwind Technology and Sungrow Power [2] - The company has received numerous awards and recognitions from its clients, indicating a strong market position and reputation [2] Group 3: Financial Performance - For the fiscal years 2022, 2023, and 2024, the company reported revenues of approximately 1.437 billion yuan, 1.699 billion yuan, and 2.390 billion yuan, respectively, with net profits of approximately 115 million yuan, 186 million yuan, and 271 million yuan [3] - Total assets as of December 31, 2024, are projected to be approximately 2.357 billion yuan, with equity attributable to shareholders of approximately 1.517 billion yuan [4] - The company's asset-liability ratio is expected to rise from 22.90% in 2022 to 40.90% in 2024, indicating a significant increase in leverage [4]

Group 1: Stock Performance and Market Activity - 20 stocks had closing orders exceeding 100 million yuan, with New Tonglian leading at 621 million yuan [2] - New Tonglian achieved a five-day consecutive limit-up, while Jida Zhengyuan had four consecutive limit-ups [2] - The top four stocks by closing order volume were Aijian Group, Heli Tai, New Tonglian, and Cangzhou Mingzhu, with volumes of 505,600 hands, 469,600 hands, 454,300 hands, and 350,600 hands respectively [2] Group 2: Industry Insights - New Tonglian operates in the packaging and printing industry and confirmed no undisclosed major information, including asset restructuring or significant transactions [2] - The military industry saw stocks like Guorui Technology and Beifang Navigation experience limit-ups, with Beifang Navigation focusing on dual-use products in navigation control and ammunition information technology [3] - The marine economy is targeted for growth, with Shenzhen aiming for a marine industrial added value of 215 billion yuan by the end of the 14th Five-Year Plan, growing at an average of over 12% annually [5] Group 3: Investment Trends - The RWA (Real World Assets) sector is gaining attention, with companies like Jingbeifang and Ketech Information actively engaging in blockchain and data management technologies [4] - The top net buying stocks included Chutianlong, Nord Shares, and Hainan Huatie, with net purchases exceeding 1 billion yuan [6] - Institutional investors showed significant interest in stocks like Yuyin Shares and Hainan Huatie, with net purchases of approximately 76.56 million yuan and 76.42 million yuan respectively [6]

Group 1 - The article discusses the recent acceptance of 12 IPO applications by the Shanghai, Shenzhen, and Beijing stock exchanges from June 19 to June 21, 2023 [1] - As of June 21, 2023, a total of 61 IPO projects have been accepted by the three exchanges, with 14 by the Shanghai Stock Exchange, 12 by the Shenzhen Stock Exchange, and 35 by the Beijing Stock Exchange [2] Group 2 Beijing Vito Electric Co., Ltd. - The company was established in October 2003 and transformed into a joint-stock company in September 2023, with a registered capital of 187 million yuan [3] - The main business includes the research, production, and sales of various electrical connection products [4] - The controlling shareholder, Huang Haoyun, holds 56.57% of the shares and controls a total of 68.33% of the voting rights [5] - The company reported revenues of 1.436 billion yuan, 1.699 billion yuan, and 2.390 billion yuan for 2022, 2023, and 2024 respectively, with net profits of 113 million yuan, 179 million yuan, and 270 million yuan [6][7] - The company plans to raise 1.594 billion yuan through its IPO for four projects, including the construction of a new production base [12] Guangxi Tianyuan Biochemical Co., Ltd. - The company was established in March 2001 and transformed into a joint-stock company in January 2002, with a registered capital of 105 million yuan [14] - The main business focuses on the research, production, and sales of pesticide formulations [15] - The controlling shareholder, Taihe Investment, holds 32.57% of the shares, while the actual controller, Li Weiguo, can control 45.08% of the voting rights [16] - The company reported revenues of 1.712 billion yuan, 1.774 billion yuan, and 1.750 billion yuan for 2022, 2023, and 2024 respectively, with net profits of 169 million yuan, 210 million yuan, and 227 million yuan [17][18] - The company aims to raise 629 million yuan through its IPO for five projects, including a green chemical processing center [24] Yifeng New Materials Co., Ltd. - Established in January 2011, the company has a registered capital of 142 million yuan [26] - The main business is focused on the research, production, and sales of optical new materials [27] - The controlling shareholder, Ma Yunsheng, holds 32.45% of the shares, while his spouse holds an additional 12.66% [28] - The company reported revenues of 714 million yuan, 625 million yuan, and 601 million yuan for 2022, 2023, and 2024 respectively, with net profits of 130 million yuan, 155 million yuan, and 133 million yuan [29][30] - The company plans to raise 844 million yuan through its IPO for five projects, including a high-refractive index optical resin material project [35] Shenzhen Aiwei Electric Technology Co., Ltd. - The company was established in October 2017 and transformed into a joint-stock company in December 2023, with a registered capital of 54.9 million yuan [37] - The main business provides digital control and power electronics products for new energy vehicles [38] - The controlling shareholder, Liang Xianghui, holds 47.89% of the shares and controls 56.09% of the voting rights [39] - The company reported revenues of 215 million yuan, 341 million yuan, and 442 million yuan for 2022, 2023, and 2024 respectively, with net profits of 57 million yuan, 85 million yuan, and 102 million yuan [40][41] - The company aims to raise 930 million yuan through its IPO for three projects, including a smart manufacturing base for high-voltage control components [45] Wuhu Aiteke Automotive Electronics Co., Ltd. - The company was established in December 2002 and transformed into a joint-stock company in December 2022, with a registered capital of 134.32 million yuan [55] - The main business focuses on providing intelligent solutions for automotive electronics [56]

Group 1 - The core viewpoint of the news is that Weitongli Electric Co., Ltd. has been accepted for an IPO on the Shenzhen Stock Exchange, aiming to raise 1.59 billion yuan for various projects including the construction of a research and development center and the intelligent upgrade of its Beijing production base [3] - Weitongli was established in 2003 with a registered capital of 187 million yuan, focusing on the research, production, and sales of electrical connection products [3] - The company is controlled by its chairman and general manager, Huang Haoyun, who holds 68.33% of the voting rights [5] Group 2 - Huang Haoyun's family members, including his wife and daughter, hold shares in the company, with significant stakes held by them, although they do not hold positions within the company [6] - In July 2022, Huang Haoyun signed a share transfer agreement with family members, transferring a total of 1.35 million yuan in capital to them [6][9] - The share transfer price was set at 5.13 yuan per registered capital, based on the company's net asset value as of June 2022 [8] Group 3 - The main source of revenue for Weitongli comes from the electrical and electrical engineering sector, with major clients including multinational corporations such as Siemens, Schneider, ABB, Hitachi Energy, and GE [10] - The company is also expanding its client base in the new energy vehicle sector, targeting large multinational automotive companies like Daimler, Stellantis, and BMW [10] Group 4 - The company's projected operating revenues for 2022, 2023, and 2024 are 1.437 billion yuan, 1.699 billion yuan, and 2.390 billion yuan, respectively, with net profits of 114 million yuan, 187 million yuan, and 271 million yuan [11] - The compound annual growth rates for operating revenue and net profit are expected to be 28.98% and 54.23%, respectively [11]

Core Viewpoint - Qualcomm announced the acquisition of Alphawave Semi for approximately $2.4 billion, aiming to accelerate its expansion into data centers and acquire critical assets [1] Group 1: Acquisition Details - Qualcomm's indirect wholly-owned subsidiary, Aqua Acquisition Sub LLC, will acquire all issued and to-be-issued common stock of Alphawave Semi [1] - The implied enterprise value of the acquisition is around $2.4 billion [1] Group 2: Strategic Intent - The acquisition is intended to further accelerate Qualcomm's expansion into data centers [1] - Alphawave Semi is a global leader in high-speed wired connectivity and computing technology, providing IP, custom chips, connectivity products, and small chips [1] - The technology from Alphawave Semi is designed to drive faster and more reliable data transmission with higher performance and lower power consumption [1]

Core Viewpoint - Zhejiang Zhaolong Interconnect Technology Co., Ltd. plans to issue shares to specific investors to raise funds for various projects, including the construction of a production base in Thailand and smart manufacturing of high-speed cables and connection products [1][6]. Summary by Sections Issuance Plan - The company intends to issue a maximum of 77,868,520 shares, not exceeding 30% of the total share capital before the issuance [1]. - The final issuance price will be determined based on the average trading price of the company's shares over the 20 trading days prior to the pricing benchmark date [1]. - All investors participating in the issuance will subscribe using cash [1]. Fund Utilization - The total investment amount for the projects is approximately 121,309.95 million yuan, with 119,500.00 million yuan expected to be raised from this issuance [2]. - The company may adjust the order and amount of fund allocation based on the urgency and importance of the projects [2]. Shareholder Structure - As of March 31, 2025, the total share capital of the company is 259,561,736 shares, with 18.25% being restricted shares and 81.75% being freely tradable shares [11]. - The controlling shareholder is Zhaolong Holdings, which holds 63.11% of the company's shares through direct and indirect means [11]. Financial Performance - The company reported total assets of 19,353.44 million yuan and net assets of 18,708.13 million yuan as of March 31, 2025 [11]. - The net profit for the first quarter of 2025 was 302.59 million yuan, compared to 1,697.27 million yuan for the entire year of 2024 [11]. Risks and Challenges - The company faces risks related to technological iteration and new product development, which are critical for maintaining market competitiveness [3]. - Fluctuations in the prices of raw materials, particularly copper, can impact the company's profit margins and financial performance [4]. - The company has a significant amount of accounts receivable, which poses a risk of delayed collection affecting operational performance [5].

1 浙江兆龙互连科技股份有限公司 投资者关系活动记录表 编号：2025-003 证券代码：300913 证券简称：兆龙互连 | |  特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观□其他 | | 参会人员 | 华泰证券：唐攀尧 | | | 兴证全球基金：张荣朗沐 | | 时间 | 2025 年 5 月 28 日 15:00-16:30 | | 地点 | 现场会议 | | 上市公司接待人 | 副总经理兼董事会秘书姚云萍女士、证券事务代表沈圆月女士 | | 员姓名 | 首先参观公司展厅，然后回答了提问，具体内容如下： | | | 1、公司高速产品目前的产能情况如何？ 答：紧密围绕行业发展、客户需求等情况，持续采购新设备、 扩充团队。随着新采购的高速产品设备陆续完成交付，产能正在 | | 投资者关系活动 | 快速提升，以确保生产设备在满足当前生产需求的同时还能灵活 应对未来市场的潜在变化。 | | | 2、公司高速产品主要客户是哪些？高速产品客户订单情况 | | 主要内容介绍 | 如何 ...

"中航成飞将充分发挥资本市场对实体产业的赋能作用，充分挖掘上市平台功能，不断强化科技创新核 心竞争力，促进更多社会资源向关键核心领域汇聚。"中航成飞有关负责人表示。 在全球空天产业加速迈向"深蓝"的背景下，中国航空航天产业迎来战略机遇期。中商产业研究院数据显 示，中国商业航天市场规模自2015年以来保持高速增长，2019—2023年年均增长率保持在20%以上， 2024年商业航天市场规模将达2.34万亿元。 在这个过程中，深市航空航天上市公司以创新为引擎，持续驱动"太空经济"驶入发展快车道，让星辰大 海的梦想照进现实商业图景。 中航成飞通过"百团大战"创新模式，打破研发壁垒，实现歼-20、无人机等尖端装备的迭代突破，推动 我国空军现代化加速前行；中航光电凭借自主研发各类连接产品500多个系列、35万多个品种打破国际 垄断；天奥电子依托北斗三号星载原子钟和时频全系列产品，夯实空天信息底座…… 不难看出，深市 航空航天企业正以硬核创新链动产业升级，在星辰征途中标注中国坐标。 今年《政府工作报告》明确提出，因地制宜发展新质生产力，加快建设现代化产业体系。其中，要培育 壮大新兴产业、未来产业。深入推进战略性新兴产业融 ...