证券代码：002902 证券简称：铭普光磁 东莞铭普光磁股份有限公司 上述协同整合，公司旨在实现产业链互补，增强整体竞争力，共同把握 新能源充电基础设施行业的发展机遇。 2.公司片式网络变压器发展情况如何？ 【回复】公司片式网络变压器作为数据传输的关键基础元件，近期凭借 核心技术与市场优势成功入选国家级"制造业单项冠军"产品，体现了 在该细分领域的专业实力与领先地位。该产品广泛应用于交换机、路由 器、服务器等网络通信设备，具备高集成度、低损耗及全自动化生产等 技术特点。伴随 5G 建设、云计算等现代信息网络的快速发展，市场对网 络变压器的小型化、高频化与可靠性要求持续提升。公司通过持续自主 创新，在磁性材料应用、结构工艺设计及自动化制造等方面已实现重要 突破。未来，公司将继续深化该领域的技术积累与市场拓展。 3.公司是否有应用于 AI 领域的磁性元器件？ 【回复】在 AI 服务器与数据中心领域，公司已成功开发出适配 400V 至 800V 高压平台的完整电源磁性解决方案，包括高性能驱动变压器、低损 耗共模电感、高饱和 PFC 电感、主功率变压器及输出滤波电感等关键部 件。同时，公司通过自主研发的专属磁材配方与 ...

Core Viewpoint - The company, Taichengguang, has announced the acquisition of a 19% stake in Hechuan Powder Technology Co., Ltd. for 9.74 million yuan, making it a wholly-owned subsidiary, which enhances its production capabilities in the nano-ceramic materials sector [1] Group 1 - The acquisition amount is 9.74 million yuan [1] - Hechuan specializes in the manufacturing of nano-ceramic powders and materials, which are essential for ceramic products [1] - The acquisition creates a strong industrial chain complementarity between Taichengguang and Hechuan [1]

Group 1 - The core issue revolves around the European Union's urgent need for rare earth materials, which are critical for industries such as electric vehicles and renewable energy, highlighting China's dominant position in this market [3][5] - France's President Macron has threatened to use the EU's "nuclear option" trade tool against China if it continues to control rare earth exports, indicating a shift in diplomatic tone despite recent concessions from China [5][9] - The EU's approach appears contradictory, as it seeks negotiations with China while simultaneously imposing sanctions on Chinese companies, reflecting a lack of genuine commitment to cooperation [7][11] Group 2 - China is reluctant to escalate tensions with the EU, recognizing the importance of their trade relationship, but it holds significant leverage due to its market size and the dependence of European industries on Chinese rare earths [9][11] - The article suggests that Europe has not fully grasped its diminished global standing and is caught between the US and China, needing to choose a clear path for future cooperation or confrontation [11][13] - The potential for a mutually beneficial partnership exists, where China could provide rare earth processing technology in exchange for European high-tech innovations, but current attitudes from Europe lean towards entitlement rather than collaboration [11][13]