每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 曾健辉） 2025年1至6月份，通鼎互联的营业收入构成为：通信线缆及相关制造业占比81.22%，通信设备及相关 制造业占比9.24%，软件及信息技术服务业占比7.91%，其他业务占比1.64%。 截至发稿，通鼎互联市值为85亿元。 每经AI快讯，通鼎互联（SZ 002491，收盘价：6.95元）12月22日晚间发布公告称，公司第六届第十四 次董事会临时会议于2025年12月19日在公司会议室以现场结合通讯表决方式召开。会议审议了《关于投 资设立合资公司暨关联交易的议案》等文件。 ...

Group 1 - The core viewpoint of the news is that沃尔核材's stock has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 32.795 billion yuan [1] - As of December 18,沃尔核材's stock price is 26.03 yuan per share, with a trading volume of 5.05 billion yuan and a turnover rate of 1.68% [1] - Year-to-date,沃尔核材's stock has increased by 3.65%, but it has seen a decline of 3.23% over the last five trading days and a decrease of 7.33% over the last 60 days [1] Group 2 - The company,沃尔核材, was established on June 19, 1998, and went public on April 20, 2007, focusing on the research, development, manufacturing, and sales of polymer nuclear radiation modified new materials and related products [2] - The main business 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 September 30, 2025,沃尔核材 achieved an operating income of 6.082 billion yuan, representing a year-on-year growth of 26.17%, and a net profit attributable to shareholders of 822 million yuan, up 25.45% year-on-year [2] Group 3 - Since its A-share listing,沃尔核材 has distributed a total of 779 million yuan in dividends, with 433 million yuan distributed in the last three years [3] - As of September 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 60.8337 million shares as a new shareholder [3] - The sixth largest circulating shareholder is the Southern CSI 500 ETF, holding 14.6809 million shares, which is a decrease of 287,700 shares compared to the previous period [3]

Core Viewpoint - The company plans to invest a total of up to 1 billion RMB in building production bases in Vietnam and Malaysia, aiming to enhance its production capacity for various products [1] Group 1: Investment Details - The company intends to allocate no more than 500 million RMB (or equivalent foreign currency) for expanding its production base in Vietnam [1] - An additional investment of up to 500 million RMB (or equivalent foreign currency) is planned for establishing a production base in Malaysia [1] Group 2: Production Focus - In Vietnam, the company will expand capacity in Bắc Ninh Province to increase production of communication cables and specialty cables [1] - In Malaysia, the new production base in Johor will focus on manufacturing and selling automotive wire harnesses, heat shrink materials for pipeline protection, and insulating sleeves [1]

Core Viewpoint - The company plans to invest a total of up to 1 billion RMB in building production bases in Vietnam and Malaysia, aiming to enhance its production capacity for various products [1] Group 1: Investment Plans - The company intends to allocate no more than 500 million RMB (or equivalent foreign currency) for the expansion of its production base in Vietnam [1] - An additional investment of up to 500 million RMB (or equivalent foreign currency) is planned for establishing a production base in Malaysia [1] Group 2: Production Focus - In Vietnam, the company will expand capacity in Bắc Ninh Province to increase production scale for communication cables and specialty cables [1] - In Malaysia, the production base in Johor will focus on manufacturing and selling automotive wiring harnesses, heat shrink materials for pipe protection, and insulating sleeves [1]

Core Viewpoint - The company plans to invest a total of up to 1 billion RMB in building production bases in Vietnam and Malaysia to expand its production capacity for communication cables and other products [1] Group 1: Investment Details - The company intends to allocate no more than 500 million RMB (or equivalent foreign currency) for the expansion of its production base in Vietnam [1] - In Malaysia, the company plans to invest up to 500 million RMB (or equivalent foreign currency) to establish a new production base [1] Group 2: Production Focus - The expansion in Vietnam will focus on increasing the production capacity of communication cables and special cables [1] - The new production base in Malaysia will be dedicated to the production and sales of automotive wire harnesses, heat shrink materials for pipeline protection, and insulating sleeves [1]

Core Viewpoint - The company plans to invest up to 1 billion RMB (or equivalent foreign currency) in building production bases in Vietnam and Malaysia, with the aim of enhancing its global capacity layout and supply chain resilience [1] Group 1: Investment Details - The company intends to allocate no more than 500 million RMB (or equivalent foreign currency) for the expansion of its production base in Vietnam [1] - The investment in Vietnam will focus on increasing the capacity for communication cables and special cables, including the purchase of necessary equipment, factory renovations, and working capital [1] - The company plans to invest up to 500 million RMB (or equivalent foreign currency) in establishing a production base in Johor, Malaysia [1] Group 2: Project Objectives - The Malaysian production base will focus on the production and sales of automotive wire harnesses, heat shrink materials for pipe protection, and insulating sleeves [1] - The project in both countries aims to optimize the company's global capacity layout and enhance market responsiveness [1]

Core Viewpoint - The company plans to invest up to 1 billion RMB (or equivalent foreign currency) in building production bases in Vietnam and Malaysia, with the aim of enhancing its global capacity layout and supply chain resilience [1] Group 1: Investment Details - The company intends to allocate no more than 500 million RMB (or equivalent foreign currency) for the expansion of its production base in Vietnam [1] - The investment in Vietnam will focus on increasing the production capacity of communication cables and special cables, including the purchase of necessary equipment, factory renovations, and working capital [1] - The company also plans to invest up to 500 million RMB (or equivalent foreign currency) in establishing a production base in Johor, Malaysia [1] Group 2: Project Objectives - The Malaysian production base will focus on the production and sales of automotive wiring harnesses, heat shrink materials for pipe protection, and insulating sleeves [1] - The project in Malaysia will include land acquisition, factory construction, equipment purchase, and working capital [1] - The establishment of production bases in both countries is expected to enhance the company's market responsiveness and supply chain resilience [1]

Core Viewpoint - The stock of Walden Materials has shown fluctuations in trading performance, with a recent increase in share price and significant trading volume, indicating active market interest [1][2]. 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, manufacturing, and sales of polymer nuclear radiation modified new materials and various 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]. 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 growth 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 in the last three years [3]. 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. 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 is the sixth-largest circulating shareholder, holding 14.6809 million shares, a decrease of 287,700 shares from the previous period [3]. Market Activity - On December 1, the stock price of Walden Materials increased by 2.03%, reaching 25.59 yuan per share, with a trading volume of 505 million yuan and a turnover rate of 1.74%. The total market capitalization is 32.241 billion yuan [1]. - Year-to-date, the stock price has risen by 1.90%, with a 4.66% increase over the last five trading days, but a decline of 7.58% over the last 20 days and 3.29% over the last 60 days [1].

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]

Core Viewpoint - The stock of Walden Nuclear Materials has experienced fluctuations, with a recent increase of 2.00% and a total market capitalization of 30.84 billion yuan, despite a year-to-date decline of 2.52% [1] Financial Performance - For the period from January to September 2025, Walden Nuclear Materials achieved a revenue of 6.08 billion yuan, representing a year-on-year growth of 26.17%, and a net profit attributable to shareholders of 822 million yuan, up 25.45% [2] Shareholder Information - As of September 30, 2025, the number of shareholders of Walden Nuclear Materials reached 203,300, an increase of 2.43% from the previous period, with an average of 5,628 circulating shares per person, a decrease of 2.37% [2] Dividend Distribution - Since its A-share listing, Walden Nuclear Materials has distributed a total of 779 million yuan in dividends, with 433 million yuan distributed over the past three years [3] Stock Trading Activity - The stock has seen significant trading activity, with a net inflow of 4.79 billion yuan on the last appearance on the trading leaderboard on September 23, and a total of 13.92 billion yuan in purchases, accounting for 17.30% of total trading volume [1]