有没有过手机烫到握不住、电脑风扇狂响却依然卡顿的烦躁？这些场景揭示了一个隐形瓶颈：芯片高速运转产生的热量，正成为解锁更强性能的"拦路虎"。 当传统散热手段触达天花板，科技巨头们不约而同转向了一种自然界的神奇材料——金刚石。 它不仅在珠宝柜台里闪耀，更悄悄潜入实验室，成为工程师们对抗高温的秘密武器。从降低20℃的GPU温度，到激增三倍的AI运算速度，金刚石散热正带来 突破性改变。这坚硬璀璨的"石头"，为何被视作下一代半导体材料的风口？ 国内产业链同样大放异彩：凭借占全球90%以上产量的规模化制造优势，中国的人造金刚石成本优势显著。化合积电等国内企业已提供完整的金刚石半导体 解决方案并实现规模量产(光莆股份（300632）为其股东)。2024年8月，我国对相关设备技术的出口管制进一步凸显其战略价值。 开源证券预测市场规模将呈爆发式增长——从2025年约0.5亿美元(渗透率不足0.1%)，极速攀升至152亿美元(渗透率约10%)，年复合增长率高达214%。一场 由金刚石引领的散热革命正在重塑整个电子产业的未来格局。 | 次11:我们刘丹 2025十钻石机热中物观展 U.5 亿美元, 2030千臂衣王 152.4 亿 ...

Core Viewpoint - The company is a high-tech enterprise specializing in the research, production, and sales of precision connectors, with a focus on innovation and quality to meet market demands [3][4]. Company Overview - The company has established long-term partnerships with well-known domestic and international enterprises such as Wistron, Transsion Holdings, Xiaomi, and TCL, leveraging its strong quality and service [3]. - The company is expanding its product offerings into industrial connectors, automotive connectors, and new energy connectors, in addition to its core connector products [3]. Business and Product Introduction - The main products include consumer electronic connectors, precision components, and semiconductor packaging thermal management solutions [6][9][10]. - The consumer electronic connectors encompass card connectors, I/O connectors, headphone connectors, and board-to-board (BTB) connectors, widely used in mobile phones and other electronic devices [6][7][8]. - The precision components are produced using Metal Injection Molding (MIM) and 3D printing technologies, providing a one-stop service from product printing to post-processing [9][5]. - The semiconductor packaging thermal management solutions are increasingly important due to the rising heat density in modern electronic products, especially in AI applications [10][11]. Research and Development - The company emphasizes R&D investment and has developed its own 3D printing equipment, entering the mass production phase [4][5]. - The R&D model combines proactive innovation with customer-driven development, ensuring a balance between technological advancement and meeting diverse customer needs [13]. Financial Performance - The company has experienced stable growth in its overall business, but net profit has been under pressure due to increased management and R&D expenses, as well as rising raw material costs [5]. - The company has adjusted its IPO fundraising project to focus on the semiconductor thermal management project, indicating a strategic shift towards high-growth areas [5]. Procurement and Production Model - The procurement process is managed by the materials department, which evaluates suppliers based on price, quality, and delivery time, ensuring a reliable supply chain [14][15]. - The production model is based on a "sales-driven production" approach, allowing for customization according to customer orders, which enhances responsiveness to market demands [16][17].