证券日报网讯 2月27日，兆龙互连在互动平台回答投资者提问时表示，公司募投项目正在加快建设与投 产，产能稳步爬坡。公司目前订单情况良好，整体经营有序推进。公司遵循市场化的定价原则，将结合 原材料、市场供需、行业趋势等多种因素合理定价。 （文章来源：证券日报） ...

（来源：淘金ETF） 1. 中际旭创（300308）作为全球高速光模块领域的绝对龙头企业，中际旭创深度绑定英伟达、微软、谷 歌等北美头部云厂商，是AI算力爆发周期内最具确定性的核心受益标的。800G与1.6T高速光模块出货 量稳居全球前列，产品结构持续向高端迭代，毛利率与盈利水平稳步抬升。随着英伟达GB300与Rubin 新一代算力平台规模化落地，单机光模块用量大幅提升，直接推动公司订单持续高增。在CPO共封装光 学领域，企业技术储备完善，与产业链上下游协同推进下一代互联方案，长期成长空间进一步打开。北 美四大云厂商资本开支同比增长超60%，叠加英伟达业绩超预期，公司未来两年业绩确定性极高，产能 持续满载，客户结构优质且壁垒深厚，是光模块板块中业绩弹性最强、成长逻辑最清晰的龙头企业。 2. 新易盛（300502） 专注于高速光模块研发、生产与销售的新易盛，是国内少数具备全球竞争力的核心企业，产品覆盖数据 中心、电信传输全场景，在400G、800G高端模块领域出货量位居行业第一梯队。企业海外收入占比 高，深度绑定全球主流云厂商与设备商，订单能见度高且交付能力突出。受益于AI数据中心建设提速 与高速互联需求爆发， ...

证券日报网讯2月25日，兆龙互连（300913）在互动平台回答投资者提问时表示，公司单通道224G高速 产品目前正积极配合AI数据中心领域的客户开展产品验证工作；同时，公司已有单通道448G高速产 品，将继续推进产品优化与客户验证相关工作。 ...

Core Viewpoint - On February 13, there were no announcements of share buybacks, but several companies announced share reductions, indicating a trend of selling among major stakeholders [1][3]. Group 1: Companies Announcing Share Reductions - Zhaolong Interconnect: Directors Song Hongxia and Deputy General Manager Shen Fuliang plan to reduce their holdings by 0.0110% [2][4]. - Gaoc测股份: The controlling shareholder and three directors plan to collectively reduce their holdings by up to 3.19% [2][4]. - ST Yigou: Shareholder Hangzhou Haoyue intends to reduce holdings by no more than 2.5% [2][4]. - Xiandao Jidian: Shareholder Sanlin Wanye plans to reduce holdings by up to 2.05% [2][4]. - Guanghuan Xinwang: The controlling shareholder Baihuida intends to reduce holdings by up to 3% [2][4]. - Chunqiu Electronics: The controlling shareholder Xue Gewen plans to reduce holdings by up to 2% [2][4]. - New Coordinates: Shareholders plan to collectively reduce holdings by up to 0.0795% [2][4]. - Zejing Pharmaceutical: Shareholders plan to collectively reduce holdings by up to 1.0385% [2][4].

Core Viewpoint - Zhaolong Interconnect (300913.SZ) announced that its director and financial officer, Song Hongxia, plans to reduce her shareholding by no more than 37,800 shares, accounting for 0.0110% of the company's total share capital, within three months after 15 trading days from the announcement date [1] Group 1 - The company disclosed that Vice General Manager Shen Fuliang also plans to reduce his shareholding by no more than 37,800 shares, which is also 0.0110% of the total share capital, within the same timeframe [1]

证券代码：300913 证券简称：兆龙互连 公告编号：2026-014 浙江兆龙互连科技股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 浙江兆龙互连科技股份有限公司（以下简称"公司"）董事、财务负责人宋 红霞女士直接持有公司股份 151,200 股（占公司总股本的 0.0441%），计划在本 公告披露之日起 15 个交易日后的 3 个月内以集中竞价方式减持公司股份不超过 37,800 股（占公司总股本的 0.0110%）。副总经理沈福良先生直接持有公司股份 151,200 股（占公司总股本的 0.0441%），计划在本公告披露之日起 15 个交易日 后的 3 个月内以集中竞价方式减持公司股份不超过 37,800 股（占公司总股本的 0.0110%）。 公司于近日收到董事、财务负责人宋红霞女士及副总经理沈福良先生分别出 具的《关于股份减持计划的告知函》，现将相关情况公告如下： 关于董事、高级管理人员减持股份的预披露公告 注：截至本公告披露日，宋红霞女士直接持有公司股份 151,200 股，通过德清兆兴企业 管理咨询合伙企业（有限合伙）间接持有公司股份 504,000 ...

Core Viewpoint - Zhaolong Interconnect (300913) has confirmed that its optical module products are primarily used in high-speed data center scenarios [1] Group 1 - The company responded to investor inquiries on its interactive platform regarding its optical module products [1] - The company encourages stakeholders to refer to its official website and disclosed information for further details [1]

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance and is positioned as a key player in the high-speed cable and optical fiber markets, benefiting from the depreciation of the RMB and expanding its overseas market presence. Group 1: Company Performance - On February 13, Zhaolong Interconnect's stock fell by 2.39%, with a trading volume of 336 million yuan and a market capitalization of 18.514 billion yuan [1] - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%, and a net profit attributable to shareholders of 138 million yuan, up 53.82% year-on-year [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Group 2: Market Position and Products - Zhaolong Interconnect has established itself as a core partner in the active cable (AEC) sector for leading international interconnect solution providers, leveraging its technological expertise in high-speed cables [2] - The company's optical products include fiber jumpers, MPO/MTP pre-terminated connectors, and LC fiber connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2] - The company is one of the few in China capable of designing and manufacturing data cables exceeding Category 6, 6A, and even Category 8, meeting the new data transmission demands of the 5G era [2] Group 3: Financial and Technical Analysis - The average trading cost of the company's shares is 54.64 yuan, with the stock price currently near a support level of 52.99 yuan, indicating potential for a rebound if this support holds [6] - The company’s overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3] - The stock has seen a net outflow of 29.7443 million yuan from major investors today, with a total of 46.82 billion yuan net outflow in the industry, indicating a lack of clear trend among major investors [4][5]

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]

关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江兆龙互连科技股份有限公司（以下简称"公司"）分别于 2026 年 1 月 14 日、2026 年 1 月 30 日召开了第三届董事会第十五次会议及 2026 年第一次临 时股东会，审议通过了《关于变更公司注册资本及修订<公司章程>的议案》。 具体内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）上披露的相关公告。 近日，公司已办理完成了工商变更登记及《公司章程》备案手续，并取得了 浙江省市场监督管理局换发的《营业执照》，具体登记信息如下： 证券代码：300913 证券简称：兆龙互连 公告编号：2026-013 浙江兆龙互连科技股份有限公司 成立日期：1995 年 08 月 21 日 住所：浙江省德清县新市镇士林工业区 经营范围：一般项目：新材料技术研发；物联网技术研发；信息系统集成服 务；电线、电缆经营；电子元器件制造；电子元器件零售；机械电气设备制造； 通信设备制造；光通信设备制造；光通信设备销售；光电子器件制造；光电子器 件销售；光缆制造；光缆销售；光 ...