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Express News | Shenzhen Woer Heat-shrinkable Material: Currently, the company's orders for high-speed communication lines are saturated.
Express News | Shenzhen Woer Heat-shrinkable Material: The holding subsidiary plans to participate in the bidding for land use rights.
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.
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.
Shenzhen Woer Heat-shrinkable Material (002130): The core business is stable, and high-speed communication lines are expected to see both volume and price rise.
The company started with heat shrink materials and has deeply laid out four business sectors: electronics, Electrical Utilities, wire and cable, and New energy Fund. In the cable Industry, GB200 has driven the explosive demand for high-speed Copper connections, resulting in company performance growth; in the electronics Industry, high-end heat shrink materials.
Express News | Copper cable high-speed connection stocks continue to rise, Zhejiang Zhaolong Interconnect Technology increased by over 10%.
ShenZhen Woer Heat-Shrinkable Material CFO Steps Down
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