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兆龙互连股价上涨受业绩预增及行业需求推动
Jing Ji Guan Cha Wang· 2026-02-12 02:43
Group 1: Company Performance - The company has released a profit forecast for 2025, expecting a net profit attributable to shareholders between 215 million and 238 million yuan, representing a year-on-year growth of 40.51% to 55.54% [2] - The non-recurring net profit is anticipated to grow by 90.93% to 111.84%, driven by the increasing demand for computing power due to advancements in global digitalization and artificial intelligence [2] Group 2: Industry Policy and Environment - The rapid development of emerging technologies such as 5G communication, cloud computing, and artificial intelligence is leading to a continuous increase in data transmission demand, thereby expanding the market capacity of the digital communication cable industry [3] - Reports indicate that leading manufacturers of photovoltaic battery components are likely to accelerate the replacement of metal pastes amid rising silver prices, which supports high-performance data transmission products [3] Group 3: Market Dynamics - Recently, the company's stock price has broken through short-term moving averages, with technical indicators showing enhanced short-term momentum [4] - There has been a net inflow of main funds, providing support to the company's stock price, which reflects market expectations regarding its growth potential [4]
兆龙互连(300913.SZ):预计2025年净利润同比增长40.51%–55.54%
Ge Long Hui A P P· 2026-01-28 14:12
Core Viewpoint - The company, Zhaolong Interconnect (300913.SZ), expects a significant increase in net profit for 2025, driven by the growth in digitalization and artificial intelligence technology, as well as the rising demand for computing power [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is between 215 million and 238 million yuan, representing a year-on-year growth of 40.51% to 55.54% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 210 million and 233 million yuan, indicating a substantial increase of 90.93% to 111.84% compared to the previous year [1] Industry Trends - The company benefits from the rapid growth in demand for data transmission and connectivity, fueled by global digitalization and advancements in artificial intelligence [1] - The company is actively increasing its investment in technological innovation and product research and development to seize industry opportunities [1] Business Development - The sales revenue from 6A and above data cables, specialized cables, and connection products is expected to grow steadily in 2025, with continuous optimization of product structure enhancing overall profitability [1] - The company is focused on expanding its high-quality customer base both domestically and internationally, deepening strategic partnerships to achieve stable growth in its main business [1]
兆龙互连:2025年全年净利润同比预增40.51%—55.54%
Core Viewpoint - Zhaolong Interconnect has announced its annual performance forecast, expecting a significant increase in net profit for 2025, driven by the growth in demand for data transmission and connectivity due to advancements in digitalization and artificial intelligence [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 215 million to 238 million yuan for 2025, representing a year-on-year increase of 40.51% to 55.54% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 210 million and 233 million yuan, reflecting a year-on-year growth of 90.93% to 111.84% [1] Business Drivers - The growth in demand for data transmission and connectivity is attributed to the ongoing development of global digitalization and artificial intelligence technologies, which has led the company to increase its investment in technological innovation and product research and development [1] - The company has been actively expanding its high-quality customer base both domestically and internationally, deepening strategic partnerships to achieve steady growth in its main business [1] Product Performance - For the fiscal year 2025, sales revenue from 6A and above data cables, specialized cables, and connection products is expected to grow steadily, with continuous optimization of the product structure enhancing overall profitability [1] - The impact of non-recurring gains and losses on net profit is estimated to be around 5 million yuan for the current reporting period, compared to approximately 43 million yuan in the same period last year [1]
兆龙互连:2025年净利同比预增40.51%~55.54%
Mei Ri Jing Ji Xin Wen· 2026-01-28 09:19
Core Viewpoint - Zhaolong Interconnect (300913.SZ) expects a net profit attributable to shareholders of 215 million to 238 million yuan in 2025, representing a year-on-year growth of 40.51% to 55.54% driven by global digitalization, AI development, and increased computing power demand [1] Group 1 - The company is increasing its R&D and customer expansion efforts to capitalize on market opportunities [1] - Revenue growth is noted in 6A and above data cables, specialized cables, and connection products [1] - Product structure optimization has led to improved profitability levels [1]