算力电源
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三友联众(300932.SZ):在算力电源领域已进行前瞻性布局
Ge Long Hui· 2025-12-31 07:13
格隆汇12月31日丨三友联众(300932.SZ)在投资者互动平台表示,公司在算力电源领域已进行前瞻性布 局,公司产品主要应用于HVDC电源、UPS电源等关键基础设施,为AI服务器等设备提供稳定电力保 障。我们与国内外多家主流设备厂商建立了深度战略合作,并紧密配合产品开发。 目前,公司高端产 品产能充足,与订单高效匹配。未来,我们将持续紧跟算力产业发展趋势,加大研发投入,致力于为全 球算力基础设施提供更具竞争力的产品支持。 基于商业保密原则,具体客户及合作细节不便在此披 露,敬请理解。 ...
A股指数涨跌不一:沪指跌0.17%,宠物经济、航运港口等板块跌幅居前
Feng Huang Wang Cai Jing· 2025-05-22 01:41
Market Overview - The three major indices opened mixed, with the Shanghai Composite Index down 0.17% and the Shenzhen Component Index down 0.19%, while the ChiNext Index opened slightly higher [1] - The sectors showing the highest gains included computing power supply, MLCC, and food and drug traceability, while the pet economy and shipping ports sectors experienced the largest declines [1] Stock Performance - Shanghai Composite Index: 3381.87, down 0.17%, with 451 gainers and 1464 losers [2] - Shenzhen Component Index: 10274.68, down 0.19%, with 476 gainers and 2045 losers [2] - ChiNext Index: 2065.41, unchanged, with 226 gainers and 1030 losers [2] U.S. Market Impact - U.S. stock markets fell sharply, with the S&P 500 down 1.61% to 5844.61 points, the Nasdaq Composite down 1.41% to 18872.64 points, and the Dow Jones Industrial Average down 1.91% to 41860.44 points, marking the largest decline in a month [3] - Chinese concept stocks also weakened, with the Nasdaq Golden Dragon China Index down 0.72%, and notable declines in Alibaba, JD.com, and Baidu, while XPeng Motors saw a significant increase of 13% after positive earnings [3] Industry Insights - Citic Securities forecasts a recovery in the domestic wind turbine industry, driven by improved supply-demand dynamics and a focus on product quality, with both onshore and offshore markets expected to expand [4] - China Galaxy Securities indicates that the recent asymmetric interest rate cuts will stabilize bank interest margins, with positive factors accumulating in the banking sector, suggesting an upcoming performance inflection point [5] - Huatai Securities highlights the global nuclear fusion industry benefiting from policy support and technological advancements, with the Tokamak industry chain poised for significant gains as commercial applications are anticipated by 2031-2040 [6]