JONHON(SZ:002179) Zheng Quan Ri Bao Wang·2025-10-31 09:11Core Viewpoint - 中航光电 is strategically positioning itself in the data center sector by leveraging its product offerings and focusing on AI computing power development opportunities [1] Group 1: Product Offerings - The company’s product range includes power products, optical transmission devices and components, liquid cooling products (such as fluid connectors, cold plates, splitters, pipelines, cooling sources, tanks, and liquid cooling containers), and high-speed products (including high-speed standard interfaces for IT equipment, high-speed copper cables, and high-speed backplane connectors and components) [1] - The business primarily involves upstream manufacturers of chips, hard drives, and power equipment; midstream IT equipment manufacturers; and downstream end-users such as internet companies, operators, government, enterprises, and financial institutions [1] Group 2: Strategic Focus - The company is committed to independent research and development, accurately grasping the direction of technological evolution, and deeply exploring customer needs [1] - It aims to strengthen its first-mover advantage in liquid cooling products and accelerate the market promotion of power and high-speed products [1] Group 3: Market Expansion - 中航光电 plans to closely follow leading domestic customers while increasing international expansion efforts [1] - The company intends to enhance resource allocation, promote the expansion of its customer resource pool, and achieve breakthroughs in new business areas, providing comprehensive solutions covering power, optical fiber, high-speed, and liquid cooling products for data center clients [1]