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兆龍互連(300913.SZ):目前高速互連產品體量相對來説較小
格隆匯 03-08 21:34

格隆匯3月8日丨兆龍互連(300913.SZ)在3月6日接受特定機構調研時表示,公司高速電纜組件產品主要應用於國內互聯網公司以及服務器廠商的雲計算和數據中心領域,公司高速電纜也已批量銷售到海外市場。目前公司高速互連產品體量相對來説較小,但保持較快的增長。受互聯網行業增速放緩等因素影響,當前互聯網企業需求放慢。公司也將在國家“東數西算”工程以及AI人工智能算力需求不斷增加的大背景下,積極探索發展業務機會。

公司深耕高速互連產品10餘年,公司在設備、人才、研發等各方面投入很大,掌握了核心部件高速裸線產品的設計與製造。同時在服務器內外高速連接產品上擁有全套自主設計能力,包括PCB板、內外線端連接器等,在信號仿真、結構設計、模治具設計等領域擁有較深的技術積累。

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