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沃尔核材(002130) - 2025年5月9日业绩说明会投资者关系活动记录表
WOERWOER(SZ:002130)2025-05-09 12:10

Group 1: Financial Performance - In Q1 2025, the company achieved revenue of CNY 1,759.11 million, a year-on-year increase of 26.60% [2] - The net profit attributable to shareholders was CNY 250.39 million, reflecting a year-on-year growth of 35.86% [2] Group 2: Business Strategy and Market Expansion - The company focuses on "electronic communication + new energy power" as its main development direction, aiming to strengthen its competitive edge in specialized sectors [3] - Plans are in place to expand production capacity in Malaysia and Huizhou to meet business growth demands [4] Group 3: Cost Control and Efficiency Measures - Continuous implementation of cost reduction and efficiency enhancement measures, including increased R&D investment and automation [4] - Comprehensive budget control measures are in place to manage costs effectively [4] Group 4: Product Development and Innovation - The company has increased R&D investment to develop high-end products and optimize new technologies in electronic communication and new energy sectors [5] - The single-channel 224G high-speed communication cable has achieved stable mass production and meets customer demand [5] Group 5: Market Outlook and Growth Potential - The electronic communication and new energy power industries align with national development strategies, presenting broad market prospects [8] - The company is optimistic about future growth, leveraging market opportunities driven by the increasing demand for AI computing power [8]