Nvidia(US:NVDA) Xin Lang Cai Jing·2025-09-24 12:22Group 1 - The new wave of artificial intelligence (AI) transformation is expected to create significant investment opportunities, particularly in high-speed copper cable connections, which are becoming "invisible champions" in the industry [1] - High-speed copper cables can reduce short-distance transmission costs in data centers by 40%-80% compared to traditional optical module technology, leading to lower enterprise cost inputs [1] - The performance of high-speed copper cables can enhance chip performance by 30 times, improving data processing efficiency and optimizing AI server energy consumption [1] Group 2 - The market size of China's high-speed copper connector industry is projected to reach 8.759 billion yuan in 2024, with expectations to exceed 10 billion yuan by 2025 [2] - The ongoing "East Data West Calculation" project is expected to further drive domestic demand, indicating that the industry is entering a golden period of rapid expansion [2] Group 3 - Four potential leading companies in the high-speed copper cable sector have been identified, with Luxshare Precision being the largest connector manufacturer in China, holding a significant advantage in high-speed interconnection [4] - Zhaolong Interconnect focuses on the design and manufacturing of high-speed passive copper cable products, with a power consumption of less than 0.1W [5] - Far East Holdings has launched the PCIE GenX series of high-speed copper cables, achieving performance leadership and qualifying as a supplier for global leading AI chip companies [5] - A specific company is the only CPU socket connector supplier in mainland China and the sole domestic supplier of NVIDIA's high-speed copper connectors, having signed a deep cooperation agreement with Huawei and secured a large order worth 13 billion yuan for high-end brands like Porsche, with its stock price currently low at around 8 yuan and foreign capital increasing holdings by over 59% [5]