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Minsheng Securities: Industry cloud computing capital expenditure steadily increasing, electronic computing power demand remains strong.
In CY3Q24, the total capital expenditure of the top four cloud providers in North America was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; Market media unanimously expect the total capital expenditure of the top four cloud providers in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Shenzhen Woer Heat-Shrinkable Material (002130.SZ): Currently bulk delivery of Letin Zhilian's 224G high-speed communication line products.
Gelonghui November 7th | Shenzhen Woer Heat-shrinkable Material (002130.SZ) stated on the investor interaction platform that its subsidiary Leting Zhilian mainly sells products to Enerno, including high-speed communication lines, automotive industry lines, industrial robot lines. Currently, Leting Zhilian's 224G high-speed communication line product is being delivered in batches.
ShenZhen Woer Heat-Shrinkable Material Co.,Ltd. (SZSE:002130) Shares Fly 39% But Investors Aren't Buying For Growth
Wall Nuclear Materials: Report for the third quarter of 2024
Shenzhen Woer Heat-shrinkable Material (002130.SZ): Nuclear safety (1E level) cable accessory products have been successfully applied to multiple nuclear power projects.
Guolonghui October 25th Shenzhen Woer Heat-Shrinkable Material (002130.SZ) stated on the investor interaction platform that some of the company's high-speed communication line products have reached the international advanced level and maintained long-term stable cooperation with industry-leading customers. These products are mainly used in datacenter, high-performance computing and other data communication fields, as well as high-speed communication places such as mobile network switching centers, base station sites, achieving high-speed data transmission. In addition to the data communication field, the company has also achieved good results in the nuclear industry field. The company is the first in the country to obtain the K1 class license for cable accessories (applicable to safety shells), and has also obtained K1 class approval for
Shenzhen Woer Heat-Shrinkable Material (002130.SZ): The company's high-speed communication cable orders are experiencing continuous growth.
Gelonghui October 25th｜Shenzhen Woer Heat-Shrinkable Material (002130.SZ) stated on the investor interaction platform that the company's high-speed communication cable orders are experiencing continuous growth. As new high-speed communication cable-related equipment is gradually delivered, the company's high-speed communication cable production capacity is gradually increasing. In the future, the company will adjust resources reasonably, optimize production capacity to meet customer demand. The company attaches great importance to research and development innovation, advocates technology innovation to lead the industry's development, maintains stable R&D investment, actively promotes various innovation projects, and has established technological advantages in heat-shrinkable materials, cable accessories, new energy vehicle charging guns, high-speed communication lines, and other areas.
ShenZhen Woer Heat-Shrinkable Material Co.,Ltd. (SZSE:002130) Shares Fly 34% But Investors Aren't Buying For GrowthNo Data
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