研选大丰85万干瓦项目海缆招标，进一步验证江苏海风制约因素的解除，后续有望加速装机，海缆龙头厂商将率先受益;政策支持加低估值背景下，策略分析师认为科创板配置性价比凸显

Financial Data and Key Metrics Changes - Walden Materials is expected to benefit from the high demand for data center construction driven by the AIGC era, with projected net profits for 2024-2026 at 9.14/12.81/15.01 million yuan, corresponding to P/E ratios of 20/14/12 times [1] - Notable growth in the electric wire product business is anticipated as the company expands its production capacity [1] Business Line Data and Key Metrics Changes - Walden Materials' subsidiary, Letin Intelligent, has begun producing high-speed communication cables, achieving product iterations up to 400G/800G/1.6T, with some products reaching international advanced levels [1] - Letin Intelligent completed the development of various specifications of 800G high-speed communication cables in 2023, with some specifications already validated by customers and small-scale shipments initiated [1] Market Data and Key Metrics Changes - The overall market for high-speed connection cables is expected to expand significantly due to increased demand from data centers [1] - The company is positioned to capitalize on the growing market for high-speed communication lines as part of the broader trend in the telecommunications sector [1] Company Strategy and Development Direction - Walden Materials is focusing on expanding its high-speed communication cable business in response to the growing demand for data centers [1] - The company is also enhancing its production capabilities through its subsidiary, which is crucial for maintaining competitive advantage in the high-speed cable market [1] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future growth prospects driven by the increasing demand for high-speed communication products and the expansion of data centers [1] - There are risks associated with demand from the telecommunications sector not meeting expectations, which could impact future performance [1] Other Important Information - The company has received high recognition from customers for the quality of its high-speed communication products, indicating strong market acceptance [1] - The strategic focus on high-speed communication lines aligns with industry trends towards greater connectivity and data transmission capabilities [1] Q&A Session Summary Question: What are the future growth prospects for Walden Materials? - Management highlighted the expected growth in net profits for the coming years, driven by the expansion of the high-speed communication cable business and increasing demand from data centers [1] Question: What risks does the company foresee in the upcoming periods? - Management acknowledged potential risks related to demand from the telecommunications sector not meeting expectations, which could affect overall performance [1]