沃尔核材：公司高速通信线业务处于产业链上游，直接客户包括安费诺、豪利士、立讯等

Core Viewpoint - The company,沃尔核材, is actively involved in the supply chain for high-speed communication lines, primarily used in data centers and servers, and has established relationships with both international and domestic clients [1] Group 1: Company Operations - The company's high-speed communication line business is positioned upstream in the supply chain, focusing on applications in data centers and servers [1] - Direct clients include major international companies such as Amphenol, HARTING, Molex, and TE Connectivity, as well as domestic connector manufacturers like Luxshare, Qinghong, and Huafeng [1] - These direct clients further process the company's products before supplying them to major international and domestic server manufacturers for end-use [1] Group 2: Market Engagement - The company is inquiring about the usage of its products in popular computing cabinets like the B200 and B300 from NVIDIA, indicating a potential market opportunity [1] - There is interest in whether domestic computing manufacturers such as Cambrian, Huawei, and Moore Threads are indirectly utilizing the company's products, suggesting a broader market engagement [1]