每经AI快讯，有投资者在投资者互动平台提问：AI算力浪潮催生了散热需求，特别是CPU，GPU等核 心硬件功耗激增，散热成为了维持设备稳定运行的核心环节，请介绍下超频三在该领域技术领先行性和 优势。 超频三（300647.SZ）9月25日在投资者互动平台表示，谢谢关注！公司立足于散热技术的研发与应用， 围绕主营业务产品已形成了一整套具有自主知识产权的技术体系，包括压固、扣FIN、无缝紧配、扩散 焊接技术、嵌齿技术等一系列核心技术，这些技术有效提升了产品散热性能。目前公司散热产品主要用 于CPU等机箱内热源的散热及LED照明灯具的散热。 （记者 曾健辉） ...

终于，iPhone 用上了"正规"的散热元器件。 其实在去年的iPhone 16系列上，苹果就加入了能够将芯片热量快速导到外部的石墨烯散热膜，但仅凭一层薄薄的膜就想提升手机的散热表现未免有些异想 天开。于是在iPhone 17 Pro系列上，苹果拿出了VC均热板，其宣称这套系统的散热效率相比上一代提升了300%。 这本是一件大家喜闻乐见的事，但苹果CEO库克在接受国内某家媒体采访时表示，iPhone 17 Pro系列上的VC均热板是一个专属于苹果的发明和创新，或许 只有苹果能做到。 （图片来源：@影视飓风） 雷科技在看到这段话的第一时间以为是某些营销号断章取义，但实际看了原视频后发现库克确实说了这么段话。 这就让雷科技很不解了，VC均热板在安卓市场这边早已是见怪不怪的配置，因为早在2018年的ROG Phone上就已经搭载了VC均热板，苹果怎么敢说是专 属自己的创新呢？ 不说别的，我们立刻开挖，看看到底是库克在吹牛，还是苹果真的强无敌。 iPhone 17 Pro散热改进，VC均热板发威了？ 先抛开其他不谈，我们先来聊聊iPhone 17 Pro系列的VC均热板，是否真的像苹果宣传那样，散热效率提升300%？ ...

证券日报网讯中航光电（002179）9月18日在互动平台回答投资者提问时表示，公司具有微通道水冷板 技术，可以匹配英伟达、intel、AMD等平台芯片；公司该专利技术的优势在于同样流量情况下提高了 产品的散热能力，且体积更小，现已有应用。 ...

Group 1 - The company, ChaoPinSan, has developed mature cooling technology through multiple process optimizations and technological innovations, possessing a complete set of proprietary technology systems [2] - Current consumer electronics cooling products include water cooling and air cooling systems, primarily used for cooling heat sources like CPUs within computer cases [2] - The company plans to align its industrial layout with market demand and strategic planning in the future [2]

Group 1: Financial Performance - In H1 2025, the company achieved operating revenue of 438 million yuan, a year-on-year increase of 27.51%, with a net profit attributable to shareholders of -38 million yuan [1] - In Q2 2025, the company reported operating revenue of 272 million yuan, a year-on-year increase of 50.89%, with a net profit attributable to shareholders of -27 million yuan, overall performance met expectations [1] - The gross margin for H1 2025 was 25.69%, an increase of 1.51 percentage points year-on-year, while Q2 2025 gross margin was 26.54%, up 1.71 percentage points year-on-year and 2.26 percentage points quarter-on-quarter [1] Group 2: Research and Development - The company invested 38.13 million yuan in R&D in H1 2025, a significant increase of 43.06% year-on-year, with R&D expenses accounting for 8.71% of revenue [1] - The focus of R&D investments includes cutting-edge areas such as new energy battery materials, heat dissipation technology, and solid-state batteries, enhancing the company's ability to optimize and upgrade existing product performance [1] Group 3: Strategic Acquisitions - The company acquired a 51% stake in Sainogao, having obtained 49.90% by H1 2025, and completed the board and management changes, integrating Sainogao into the consolidated financial statements [2] - This acquisition expands the company's business into the heat dissipation sector, enhancing its ability to provide diversified products and services to clients, with expected gradual performance release from Sainogao's key projects [2] Group 4: Future Business Development - The company is optimizing its product system in H1 2025, collaborating with domestic new energy core clients on the development of next-generation battery CCS modules [3] - New product lines, such as high specific surface area carbon black, have been introduced to meet diverse conductive material needs of lithium battery clients, with initial mass production deliveries starting during the reporting period [3] - The company has also gained supplier codes from major North American clients for new generation smartphone heat dissipation components, indicating strong future growth potential in high-margin sectors [3] Group 5: Revenue Projections - Revenue projections for the company from 2025 to 2027 are estimated at 1.119 billion, 1.842 billion, and 2.271 billion yuan, with net profits attributable to shareholders projected at 113 million, 219 million, and 270 million yuan respectively [3]

Group 1 - The core viewpoint is that China Three Gorges New Energy (Group) Co., Ltd. has obtained a patent for a "comprehensive network security control device," which aims to enhance cooling efficiency and ease of maintenance [1] - The patent was granted with the announcement number CN 223274394 U, and the application date is September 2024 [1] - The device includes components such as a temperature control component, a device body, an installation shell, a heat dissipation part, and a protective part, designed to improve the cooling process [1] Group 2 - China Three Gorges New Energy (Group) Co., Ltd. was established in 1985 and is located in Beijing, primarily engaged in the production and supply of electricity and heat [2] - The company has a registered capital of 2,862,521.92 thousand RMB and has invested in 522 enterprises [2] - The company has participated in 4,739 bidding projects and holds 842 patent records, along with 9 administrative licenses [2]

Group 1 - Apple officially announced the iPhone 17 launch event scheduled for September 10, featuring a variety of new products including AirPods, Apple Watch, and Apple TV [1][41] - The iPhone 17 series will introduce several new color options, including a bright orange for the Pro models and a new light blue for the iPhone 17 Air [5][7] - The iPhone 17 Air will be the thinnest iPhone ever at 5.5 mm, and it will support a ProMotion high refresh rate display [13][20] Group 2 - The iPhone 17 series will feature a variable refresh rate LTPO display, with the standard iPhone 17 potentially supporting up to 90Hz [22][25] - The iPhone 17 Pro will see significant camera upgrades, including a 48MP telephoto lens capable of 8x optical zoom [30][32] - Pricing for the iPhone 17 series is expected to remain stable, with the iPhone 17 starting at $799, the iPhone 17 Air at $949, and the iPhone 17 Pro at $1,049 [39][36] Group 3 - The Apple Watch series will receive a comprehensive update, including the S11 chip and new features like sleep scoring and blood pressure monitoring [42][44] - AirPods Pro 3 will feature a new H3 chip and a heart rate sensor, along with a redesigned charging case [50][52] - Apple TV 4K will be upgraded with the A17 Pro chip, enhancing its gaming capabilities [56][58] Group 4 - The upcoming product launch signifies a shift towards a more diversified product lineup, with the iPhone 17 Air marking the beginning of a "family-oriented" approach for future iPhone releases [61][62] - Future events are expected to showcase a wider range of products, including smart home devices and augmented reality glasses, while the iPhone will remain the focal point [62]

Core Points - Apple has officially announced the iPhone 17 launch event scheduled for September 10, 2023, at 1 AM Beijing time, with the slogan "Super Exciting" [1] - The event is expected to unveil a variety of new products, including the iPhone 17, AirPods, Apple Watch, and Apple TV [2] Group 1: iPhone 17 Series Highlights - The iPhone 17 series will feature a high refresh rate display, with the iPhone 17 Air being the thinnest iPhone ever at 5.5 mm [3][15] - The iPhone 17 Pro will include a heat dissipation system with a vapor chamber and an 8x optical zoom lens [10][37] - New color options for the iPhone 17 series include "Orange," "Deep Blue," and "Sky Blue" for the iPhone 17 Air [5][8] Group 2: iPhone 17 Specifications - The iPhone 17 will have a variable refresh rate LTPO display, likely supporting up to 90Hz, and will feature a new A19 processor built on TSMC's 3nm process [27][31] - The standard iPhone 17 will see an increase in screen size from 6.1 inches to 6.3 inches, and the front camera will upgrade from 12MP to 24MP [30][32] - The iPhone 17 Air will support eSIM only, eliminating the physical SIM card slot [18] Group 3: Pricing and Market Position - The pricing for the iPhone 17 series is expected to remain stable, with the iPhone 17 starting at $799, while the Pro models may see a $50 increase [44][45] - The iPhone 17 Air is positioned between the standard and Pro models, potentially attracting a different segment of consumers [19][24] Group 4: Other Product Launches - The Apple Watch series will see updates, including the S11 chip and the new Ultra 3 model with a larger screen [51][54] - AirPods Pro 3 will feature a heart rate sensor and a redesigned charging case [57][58] - Apple TV 4K is expected to be upgraded with the A17 Pro chip, enhancing its gaming capabilities [61][62] Group 5: Future Outlook - The launch of the iPhone 17 Air marks a shift towards a more diversified iPhone lineup, with potential future releases including foldable iPhones and smart glasses [69][70] - Apple's upcoming product strategy will focus on integrating various categories, including home devices and wearables, while maintaining the iPhone as the central product [71]

Summary of Conference Call on Low CTE Materials Industry and Company Involved - The discussion revolves around the **Low CTE (Coefficient of Thermal Expansion) materials** used in the **electronics industry**, particularly in **Apple's iPhone 17 series** and other devices like **NVIDIA's GB300 cabinets** and **Switch Trade** [1][14][43]. Core Points and Arguments - **Adoption of Low CTE Materials**: Apple has begun using Low CTE materials in all versions of the iPhone 17, particularly in modules and optical stabilization components, with a higher usage ratio in the upgraded version [1][3][5]. - **Material Cost Increase**: The cost of materials for each phone has increased by approximately **20%**, with the cost per board rising from **45 CNY to 50 CNY or more** [1][11]. - **Monthly Procurement and Supply**: The company procures about **7,000-8,000 meters** of Low CTE materials monthly, with an expected increase to **30,000 meters** by Q4 2025 [1][12][22]. - **Market Share**: The company holds a **50% market share** in the narrowband Low CTE sector, with an anticipated monthly shipment of **100,000 meters** across the market [4][24]. - **Performance Metrics**: The production yield has decreased by **3 percentage points** to **95.7%** due to the adoption of Low CTE materials, affecting bendability tests [4][29]. - **Future Demand**: Demand for Low CTE materials is expected to grow significantly in **AI servers** and high-end consumer electronics, with a notable increase anticipated in **2026** [2][16]. Other Important but Possibly Overlooked Content - **Supplier Dynamics**: The primary suppliers for Low CTE materials include **Honghe, Zhongcai Technology, and Jushi**, with a preference for Taiwanese suppliers like Honghe [1][17]. - **Testing and Certification**: Apple completed the certification process for Low CTE materials in **2024**, with shipments expected to commence in the second half of **2025** [6][49]. - **Comparison with Traditional Materials**: Low CTE materials are superior in technical parameters and performance testing compared to traditional materials, which are currently used in older iPhone models [4][33]. - **Potential for Broader Applications**: While currently limited to iPhone 17, there is potential for broader application in future Apple products, including computers and wearables, depending on market acceptance and technological advancements [5][26][28]. - **Impact of Competitive Landscape**: High-end competitors like **Xiaomi and Huawei** are likely to follow Apple's lead if the new materials prove successful in the market [28]. This summary encapsulates the key insights from the conference call regarding the Low CTE materials, their application in Apple's products, and the broader implications for the electronics industry.

Group 1: Core Technology Layout - The company focuses on high thermal conductivity materials for applications in consumer electronics, providing ultra-thin glass covers and sapphire ceramic components for smartphones and foldable screens, enhancing surface heat dissipation and structural stability [1] - In the smart automotive sector, the company supplies glass components for smart cockpits to automakers like Tesla and BYD, integrating thermal conductive coatings to reduce electronic device temperatures, with graphene composite coating technology improving thermal efficiency by 40% [1] Group 2: AI Device Cooling Solutions - For high-end laptops, the company produces advanced cooling solutions using piezoelectric fans that enhance heat exchange through high-frequency vibrations, significantly increasing value compared to traditional cooling modules [2] - The company provides nano-microcrystalline glass lenses for AI glasses, achieving over 95% light transmittance and improved impact resistance, supporting lightweight designs [2] - For humanoid robots, the company supplies joint modules and force control sensors using high-strength lightweight materials like ceramic composites to reduce heat generation in moving parts [2]