美信科技(301577.SZ):公司主要為比特大陸提供礦機電源變壓器
格隆匯5月9日丨美信科技(301577.SZ)在2023年年度業績説明會上表示,公司主要為比特大陸提供礦機電源變壓器,目前是該類器件的第一份額供應商。比特大陸作為全球最大的礦機廠商,較其他礦機廠商有絕對的市場份額優勢,同時,因為該類產品為定製件,從客户項目開始設計初期即與研發端緊密聯接、測試、承認等,因此,客户對該類產品的供應商主要由美信及另一家廠商提供,客户有足夠的產能保證,要求供應商約定排他條件。
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