On December 23, Gelonghui reported that China Merchants' Research Reports pointed out that Shenzhen Woer Heat-shrinkable Material (002130.SZ) has been deeply engaged in the main business of electronics, Electrical Utilities, wires, and New energy Fund. The demand for internal connections in AI development cabinets will lead to an increase in both volume and price for Copper cables. The company continues to strengthen its market development efforts and consistently develops new products and new customers, resulting in varying degrees of revenue growth for its related products. Following the batch shipment of GB200, the company experienced increasing shipments of high-speed communication lines, leading to rapid growth in performance driven by product shipment growth and product structure optimization, as well as improved profitability. Maintains a "strong buy" rating.
研报掘金丨招商证券:维持沃尔核材“强烈推荐”评级,高速通信线有望量价齐升
Research Reports to Explore Investment Opportunities丨China Merchants: Maintain "Strong Buy" Rating for Shenzhen Woer Heat-shrinkable Material, high-speed communication cables are expected to see both volume and price increase.
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