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Weilong Co., Ltd. (002871) 2025 Annual Report & 2026 Q1 Earnings Commentary: Revenue Maintains Steady Growth, Profit Temporarily Affected by Currency Exchange
Key investment highlights: Revenue showed steady growth, while profits were temporarily affected by foreign exchange fluctuations. In 2025, the company achieved total operating revenue of 670 million yuan, representing a year-on-year increase of 16%. Net profit attributable to shareholders reached 130 million yuan, up 3% year on year. For Q4 of 2025 alone...
Weilong Co., Ltd. (002871): Steady Growth in Core Business Revenue, Liquid Cooling Valves Open New Opportunities
Event: On April 28, Weilong Co., Ltd. released its 2025 annual report and Q1 2026 financial report. In 2025, the company's total operating revenue/net profit attributable to shareholders were RMB 670 million/RMB 134 million, representing year-on-year growth of +1% respectively.
Weilong Co., Ltd.: First Quarter Report for 2026
Weilong Co., Ltd.: 2025 Annual Report
Weilong Co., Ltd.: Summary of the 2025 Annual Report
Guolian Minsheng Securities: NVIDIA's (NVDA.US) results confirm industry prosperity, with domestic liquid cooling entering a golden window of opportunity.
Driven by the increasing demand for computing power infrastructure, NVIDIA's stronger-than-expected performance, coupled with the implementation of stricter energy efficiency policies and high adoption of liquid cooling, as well as the mass production of ASICs forming a second growth driver, has led to sustained high prosperity in the liquid cooling industry under a three-pronged boost.