002130 沃尔核材
已收盘 05-25 15:00:00
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沃尔核材：中金资本、东方证券等多家机构于5月21日调研我司
证券之星 · 05-25 15:15
沃尔核材：中金资本、东方证券等多家机构于5月21日调研我司
沃尔核材：2026年一季度高速通信线业务实现较好增长
证券之星 · 05-25 15:03
沃尔核材：2026年一季度高速通信线业务实现较好增长
沃尔核材：公司部分产品定价参照铜价合理浮动
证券之星 · 05-25 15:00
沃尔核材：公司部分产品定价参照铜价合理浮动
沃尔核材：目前公司生产经营稳定
证券之星 · 05-22
沃尔核材：目前公司生产经营稳定
沃尔核材：公司的产能布局是公司基于行业发展及战略规划进行的前瞻性配置
证券之星 · 05-20
沃尔核材：公司的产能布局是公司基于行业发展及战略规划进行的前瞻性配置
沃尔核材：2026年一季度营业收入20.32亿元
证券之星 · 05-20
沃尔核材：2026年一季度营业收入20.32亿元
沃尔核材：公司的高速通信线为裸线产品，具体应用由下游厂商整体规划确定
每日经济新闻 · 05-18
沃尔核材：公司的高速通信线为裸线产品，具体应用由下游厂商整体规划确定
沃尔核材：目前，公司正在跟进单通道448G高速线的进展情况
证券之星 · 05-18
沃尔核材：目前，公司正在跟进单通道448G高速线的进展情况
沃尔核材：公司未参与上述相关事项
证券之星 · 05-15
沃尔核材：公司未参与上述相关事项
沃尔核材（002130）披露合计持股5%以上股东及其一致行动人内部转让股份提示性公告，5月14日股价下跌4.03%
证券之星 · 05-14
沃尔核材（002130）披露合计持股5%以上股东及其一致行动人内部转让股份提示性公告，5月14日股价下跌4.03%
沃尔核材：公司积极关注产业链的并购机会
证券日报 · 05-13
沃尔核材：公司积极关注产业链的并购机会
沃尔核材（002130）披露2025年员工持股计划第一个锁定期届满暨解锁条件成就公告，5月13日股价下跌0.21%
中金财经 · 05-13
沃尔核材（002130）披露2025年员工持股计划第一个锁定期届满暨解锁条件成就公告，5月13日股价下跌0.21%
沃尔核材：公司始终坚持“电子通信+新能源电力”为主业发展方向
证券之星 · 05-13
沃尔核材：公司始终坚持“电子通信+新能源电力”为主业发展方向
沃尔核材：光模块、铜缆等多种方案并存
证券之星 · 05-13
沃尔核材：光模块、铜缆等多种方案并存
沃尔核材：拟为全资子公司深圳市长园特发科技有限公司提供不超过2000.00万元担保
南方财经网 · 05-12
沃尔核材：拟为全资子公司深圳市长园特发科技有限公司提供不超过2000.00万元担保
T.Rowe Price Associates, Inc. and its Affiliates减持沃尔核材(09981)67.96万股 每股作价16.202港元
智通财经 · 05-11
T.Rowe Price Associates, Inc. and its Affiliates减持沃尔核材(09981)67.96万股 每股作价16.202港元
沃尔核材：光模块和铜缆各有优势
证券之星 · 05-11
沃尔核材：光模块和铜缆各有优势
沃尔核材：2025年至今公司陆续引入了多台进口发泡芯线挤出机，并推进惠州和越南生产基地扩产
每日经济新闻 · 05-11
沃尔核材：2025年至今公司陆续引入了多台进口发泡芯线挤出机，并推进惠州和越南生产基地扩产
沃尔核材：二级市场股价波动受到宏观经济、行业政策、市场预期等多重复杂因素影响
证券日报 · 05-11
沃尔核材：二级市场股价波动受到宏观经济、行业政策、市场预期等多重复杂因素影响
沃尔核材：高速通信线产品已进入多家重点客户的核心供应商体系
证券之星 · 05-08
沃尔核材：高速通信线产品已进入多家重点客户的核心供应商体系
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公司概况
公司名称：
深圳市沃尔核材股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2007-04-20
主营业务：
深圳市沃尔核材股份有限公司的主营业务是电子材料、通信线缆、电力、新能源汽车及风力发电五类业务。公司的主要产品是热缩管、双壁管、标识管、母排管。
发行价格：
15.72
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谈云波、麻王投资冯健饶、中天国富证券李玉田、中信证券杨斌、西南证券韩晨于2026年5月21日调研我司。本次上市完成后，公司仍保持对上海科特的控股股东地位。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052500014996.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0012","BK0201","BK1564","BK1147","600958","09981","BK0181","BK0035","BK0183","BK0132","BK0028","BK1116","03958","002130","BK0077","BK0214","BK0034","BK0276","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638921538","title":"沃尔核材：2026年一季度高速通信线业务实现较好增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2638921538","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638921538?lang=zh_cn&edition=full","pubTime":"2026-05-25 15:03","pubTimestamp":1779692591,"startTime":"0","endTime":"0","summary":"证券之星消息，沃尔核材(002130)05月24日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好，市场传闻英伟达全面放弃铜缆，是真的吗沃尔核材回复：感谢您的关注！2026年一季度，公司高速通信线业务实现了较好的增长。从行业实际应用来看，光模块和铜缆各有优势，分别应用于数据中心不同的传输距离与应用场景，未来可能光模块、铜缆等多种方案并存。公司将持续关注高速通信线行业发展动态，紧跟技术发展趋势和客户实际需求，保持产品敏捷开发能力。谢谢！以上内容为证券之星据公开信息整理，不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052500014807.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0181","002130","BK0201","BK0035","BK0034","BK1116","BK0214","BK0077","BK0188","BK0132","09981"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638538965","title":"沃尔核材：公司部分产品定价参照铜价合理浮动","url":"https://stock-news.laohu8.com/highlight/detail?id=2638538965","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638538965?lang=zh_cn&edition=full","pubTime":"2026-05-25 15:00","pubTimestamp":1779692439,"startTime":"0","endTime":"0","summary":"证券之星消息，沃尔核材(002130)05月24日在投资者关系平台上答复投资者关心的问题。投资者提问：请问董秘：之前您在互动易说原材料（铜）涨价成本与客户签有协议和产品价格联动，而一季报利润下滑原因分析中说受原材料（铜）涨价影响，怎么解释？是否当期涨价成本将在后期实现销售时才摊进去？沃尔核材回复：感谢您的关注！公司积极关注铜等原材料的价格波动，以铜为主要原材料的公司部分产品定价会参照铜价合理浮动，公司也将择机开展铜、银等原材料产品期货套期保值业务，对冲原材料价格波动风险，以保障主营业务持续、稳健发展。谢谢！以上内容为证券之星据公开信息整理，不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052500014801.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0132","BK0034","BK0181","002130","BK0035","BK1116","BK0077","09981","BK0188","BK0214","BK0201"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637362075","title":"沃尔核材：目前公司生产经营稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=2637362075","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637362075?lang=zh_cn&edition=full","pubTime":"2026-05-22 11:36","pubTimestamp":1779421015,"startTime":"0","endTime":"0","summary":"证券之星消息，沃尔核材(002130)05月21日在投资者关系平台上答复投资者关心的问题。投资者提问：你好，董秘。作为贵司小股东，近期受股价下跌影响账户大额亏损。想请您如实披露一下，贵司生产经营情况如何，分板块告知订单储备情况及生产情况。另外，想请问贵司是否有潜在利空应披露未披露，这点很重要。谢谢沃尔核材回复：感谢您的关注！目前公司生产经营稳定，各项业务有序开展，具体经营信息请关注公司披露的公告。公司不存在应披露而未披露的重大事项。谢谢！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052200019477.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["09981","BK0181","BK1116","002130","BK0035","BK0132","BK0214","BK0077","BK0034","BK0201","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636234892","title":"沃尔核材：公司的产能布局是公司基于行业发展及战略规划进行的前瞻性配置","url":"https://stock-news.laohu8.com/highlight/detail?id=2636234892","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636234892?lang=zh_cn&edition=full","pubTime":"2026-05-20 11:34","pubTimestamp":1779248091,"startTime":"0","endTime":"0","summary":"证券之星消息，沃尔核材05月19日在投资者关系平台上答复投资者关心的问题。公司的无序扩产没有为公司带来正收益，公司的决策层是否该有所表示？公司的产能布局是公司基于行业发展及战略规划进行的前瞻性配置。公司严格按照企业会计准则及相关监管要求，定期对各类资产进行全面清查，对各类资产进行谨慎、充分的分析、测试和评估。具体经营信息请关注公司披露的公告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052000018938.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0214","BK0034","BK0035","09981","002130","BK0201","BK0188","BK1116","BK0132","BK0181"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636892469","title":"沃尔核材：2026年一季度营业收入20.32亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2636892469","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636892469?lang=zh_cn&edition=full","pubTime":"2026-05-20 11:34","pubTimestamp":1779248090,"startTime":"0","endTime":"0","summary":"证券之星消息，沃尔核材05月19日在投资者关系平台上答复投资者关心的问题。投资者提问：根据贵公司一季报初步判断，一季报新能源和电力收入下降15%左右，高速铜缆收入增加80%左右，请问贵公司对新能源电力收入增加是否有信心和措施，对高速铜缆远低于电力的毛利率，有没有提高毛利率的措施？2026年一季度，公司实现营业收入20.32亿元，比上年同期增长15.52%，其中公司高速通信线与新能源汽车充电枪业务增速较快。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052000018936.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["09981","002130"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636028637","title":"沃尔核材：公司的高速通信线为裸线产品，具体应用由下游厂商整体规划确定","url":"https://stock-news.laohu8.com/highlight/detail?id=2636028637","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636028637?lang=zh_cn&edition=full","pubTime":"2026-05-18 15:26","pubTimestamp":1779089197,"startTime":"0","endTime":"0","summary":"每经AI快讯，有投资者在投资者互动平台提问：多通道1.6T高速通信线已完成重要客户验证。请问该产品从小批量生产到规模放量，预计还需要解决哪些关键问题？公司目前对1.6T产品2026年内实现批量供货的可能性的最新判断是什么？","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605183740360224.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605183740360224.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0181","BK0214","09981","BK0035","BK0132","BK0077","BK0188","BK0201","BK0034","002130","BK1116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636047750","title":"沃尔核材：目前，公司正在跟进单通道448G高速线的进展情况","url":"https://stock-news.laohu8.com/highlight/detail?id=2636047750","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636047750?lang=zh_cn&edition=full","pubTime":"2026-05-18 15:07","pubTimestamp":1779088034,"startTime":"0","endTime":"0","summary":"证券之星消息，沃尔核材(002130)05月18日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好，PCI-SIG发布了PCIe8.0 Draft 0.5规范，单通道速率将提升至512g，公司是否已经开展了单通道512g速率的裸线研发？当前进度如何？沃尔核材回复：感谢您的关注！公司始终高度关注高速通信线行业发展动态，紧跟技术发展趋势和客户实际需求，保持产品敏捷开发能力。目前，公司正在跟进单通道448G高速线的进展情况。谢谢！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051800015576.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0132","09981","BK0181","BK0188","002130","BK1116","BK0077","BK0034","BK0035","BK0201","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635792457","title":"沃尔核材：公司未参与上述相关事项","url":"https://stock-news.laohu8.com/highlight/detail?id=2635792457","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635792457?lang=zh_cn&edition=full","pubTime":"2026-05-15 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