Mentech(SZ:002902) Ge Long Hui·2026-01-14 13:26Core Viewpoint - Mingpu Optoelectronics (002902.SZ) has integrated its magnetic component technology into high-end applications such as renewable energy and AI servers, with strong and diversified growth in downstream demand [1] Group 1: Company Developments - The company's magnetic components are fully covering applications in the renewable energy sector, including photovoltaic inverters, energy storage converters, electric drive control systems for new energy vehicles, and supercharging piles [1] - In the AI server sector, the company's high-frequency high-power magnetic components can be applied in data center server power supplies and data transmission modules [1] Group 2: Industry Outlook - The magnetic components market is expected to maintain an annual growth rate of 6%-10% in the coming years according to industry forecasts [1]