证券日报网讯 沃尔核材10月9日在互动平台回答投资者提问时表示，公司224G单通道高速通信线是目前 市场上最前沿的产品，公司也紧跟行业发展趋势和行业头部客户需求，正在推进下一代单通道448G高 速通信线的样品开发工作。 （编辑 王雪儿） ...

Core Viewpoint - The company,沃尔核材, has indicated that there is a strong demand for its 224G single-channel high-speed communication cables [1] Group 1 - The company is currently experiencing robust order demand for its 224G single-channel high-speed communication cables [1]

格隆汇9月15日丨沃尔核材(002130.SZ)在投资者互动平台表示，公司子公司乐庭智联在通信线缆行业深 耕数十年，拥有丰富的产品开发经验和制程控制经验，在产品设计开发、品质稳定性、产品品类及规模 化生产能力等方面具有较强竞争优势，特别是在高速通信线领域，其技术实力和关键设备储备均处于行 业领先地位，公司的224G单通道高速通信线是目前市场上最前沿的产品。在机器人线缆领域，公司的 工业机器人线缆已通过线束客户应用到终端关节机器人、协作机器人、直角坐标机器人等领域，目前已 实现量产；具身智能机器人线缆对线材的线径、弯扭性能等要求较高，公司对应的动力线、编码线、 USB线和同轴线等可用于具身智能机器人的动力、通信和视觉信号传输，目前部分客户正在试用和测试 中。 ...

Market Overview - On September 11, A-shares experienced a strong rebound, with the ChiNext Index rising over 5%, reaching a new high for the year. The total trading volume in the Shanghai and Shenzhen markets was 2.44 trillion yuan, with over 4,200 stocks rising across the market [1] - Market hotspots focused on CPO, PCB, and liquid cooling server sectors, while precious metals, oil and gas, and tourism sectors saw the largest declines [1] Stock Performance - A total of 87 stocks hit the daily limit up, with 11 stocks on consecutive limit-up boards. The limit-up rate was 86% (excluding ST and delisted stocks) [3] - Key stocks included Tianpu Co., which was suspended for review, and Qingshan Paper, which achieved 5 limit-up boards in 8 days [3] Top Net Buying and Selling Stocks - The top three net buying stocks on the Dragon and Tiger list were Luxshare Precision, Wolong Materials, and Shannon Chip, with net purchases of 687 million yuan, 636 million yuan, and 402 million yuan, respectively [4] - The top three net selling stocks were Huagong Technology, Sanwei Communication, and Tianji Co., with net sales of 203 million yuan, 198 million yuan, and 142 million yuan, respectively [5] Key Individual Stocks - Luxshare Precision reported a 20.18% year-on-year increase in revenue for H1, reaching 124.5 billion yuan, with a net profit of 6.644 billion yuan, up 23.13% [6] - Wolong Materials achieved a 27.46% year-on-year revenue growth in H1, totaling 3.945 billion yuan, with a net profit increase of 33.06% [9] - Shannon Chip's revenue for H1 was 171.23 billion yuan, a 119.35% increase year-on-year, with a net profit of 158 million yuan, up 0.95% [10] Institutional and Retail Investor Activity - Institutional investors showed significant activity, with net buying in stocks like Dongshan Precision and North China Long, while selling pressure was noted in Huagong Technology and Luxshare Precision [5][12] - Retail investors, including notable traders, were active in buying stocks like Wolong Materials and Luxshare Precision, while selling pressure was observed in Huagong Technology and Sanwei Communication [15][16]

Core Viewpoint - The company has experienced significant growth in its high-speed communication cable business, driven by increasing demand from global data centers and artificial intelligence applications, leading to a substantial rise in overall revenue [2][3]. Group 1: Business Performance - The high-speed communication cable business achieved revenue of 466 million, marking a year-on-year increase of 397.80%, contributing to an overall revenue growth of 62.46% for the company [2]. - The company is steadily expanding its production capacity, with five imported foam core cable extrusion machines already in operation and plans to have over twenty by the end of the year, along with an additional ten expected by April next year [2]. Group 2: Product Development - The 224G single-channel high-speed communication cable has seen rapid growth in foreign high-end markets, showcasing advantages such as high frequency performance, reliability, and cost-effectiveness, indicating a large future market demand [3]. - The company is actively developing samples for the next-generation 448G high-speed communication cable, aligning with industry trends [3]. Group 3: Cost Management - The impact of copper price fluctuations on the company is minimal, as copper constitutes a small portion of the raw materials for high-speed communication cables, and the company employs strategic and bulk purchasing to control costs [4]. - The company adheres to a "sales-driven production, appropriate inventory" principle, utilizing information technology to manage inventory levels effectively [4]. Group 4: Business Diversification - In addition to the high-speed communication cable business, the company is also involved in industrial robot cables and embodied intelligent robot cables, with some products already in application or testing phases [5]. - The company maintains a stable development trend in its core business segments, including electronic materials and power products, with the new energy business, particularly DC charging guns, expected to lead the domestic industry in revenue by 2024 [5]. Group 5: Competitive Advantages and Future Plans - The company possesses multiple core competitive advantages, including technology, manufacturing, marketing, branding, and business synergy, laying a solid foundation for long-term development [5]. - The company is planning a listing on the Hong Kong stock market and has submitted application materials, receiving feedback and progressing in related work [5].