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超聚变概念股
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深度解析:超聚变上市在即,如何布局核心受益标的?
Sou Hu Cai Jing· 2025-11-02 12:21
Core Viewpoint - Chaojuvian Digital Technology Co., Ltd., a leading AI server company in China, is actively preparing for its IPO, potentially exceeding a valuation of 100 billion yuan, which could trigger a new wave of capital investment [2] Group 1: Related Companies - Companies with equity ties to Chaojuvian will directly benefit from the asset appreciation resulting from its IPO [2] - Dongfang Mingzhu has invested 499 million yuan to acquire equity in Chaojuvian and plans to co-build a smart computing center in Shanghai [4] - Rongke Technology is under the same control as Chaojuvian, creating a strong business synergy [4] - Cuiwei Co., Ltd. holds indirect equity in Chaojuvian through its investment fund [4] - Huizhou Intelligent indirectly holds approximately 0.96% equity in Chaojuvian through its fund [4] Group 2: Core Distributors - Tianyuan Dike's subsidiary, Jinhuawei, is the national distributor for Chaojuvian, responsible for sales and channel expansion of the Fusionserver series [3] - Yakang Co., Ltd. is a primary agent for Chaojuvian, providing computing infrastructure services, focusing on finance and internet sectors [3] - Advanced Shutong not only acts as an agent but also collaborates with Chaojuvian to launch AI model-integrated products [3] - Digital China is a significant distributor for Chaojuvian, leveraging its nationwide distribution network to enhance product sales [3] Group 3: Hardware Suppliers - Companies supplying key components for Chaojuvian's servers will see increased orders as Chaojuvian expands its production capacity [5] - Xiangxin Technology supplies precision components for liquid-cooled servers to Chaojuvian [8] - Qiangrui Technology is a core supplier of server connection systems, widely used in Chaojuvian's servers [8] - Yingweike provides comprehensive liquid cooling solutions for Chaojuvian's AI servers [8]
一图了解超聚变概念股
Xuan Gu Bao· 2025-10-31 06:22
Group 1 - The core viewpoint of the news is that the domestic server leader, Super Fusion, is actively preparing for its IPO, with a market valuation estimated at approximately 80 billion yuan [1] Group 2 - Super Fusion has various partnerships and collaborations with companies across different sectors, including investment relationships with companies like Cuiwei Co. and Rongke Technology, with a market capitalization of 77.82 million yuan and 156.11 million yuan respectively [2] - The company has a significant number of distributors and partners, including major players like Digital China, which has a market capitalization of 248.80 million yuan, and Guangxun Technology, with a market capitalization of 512.71 million yuan [3] - Super Fusion's business collaborations extend to technology providers such as Yunkang Technology and Yingweike, which supply critical components and technologies for Super Fusion's server products [3]