格隆汇12月17日丨电连技术(300679.SZ)在互动平台表示，公司业务并不局限于消费电子与汽车电子两 大领域，而是以核心技术为根基，实现 "主力业务深耕 + 新兴领域突破" 的双轮驱动，研发投入始终聚 焦技术壁垒构建与长期成长空间开拓，同时公司产品亦可用于AI服务器、人形机器人、通信设备、物 联网等领域。 ...

Investment Rating - The report maintains a rating of "Outperform" for the industry, indicating an expected performance that exceeds the market average [2]. Core Insights - The report emphasizes that AI inference will lead innovation, focusing on demand-driven Opex-related areas, specifically storage, power, ASIC, and supernodes [2][28]. - It predicts that 2025 will be a significant year for the expansion of storage capacity, driven by the increasing demand for SSDs and HBM products [2][28]. - The report highlights the importance of domestic supply chains in the storage industry, particularly in NAND and DRAM sectors, and suggests monitoring key players in these areas [2][28]. - The introduction of the GPT-5.2 model by OpenAI is noted as a significant development in the AI sector, showcasing advancements in professional knowledge work [25][26]. Summary by Sections Market Review - The Shanghai Composite Index decreased by 0.34%, while the Shenzhen Component Index increased by 0.84%, and the ChiNext Index rose by 2.74% [11]. - The Shenwan Electronics Index increased by 2.63%, ranking third among 31 Shenwan industries, with a year-to-date increase of 45.9% [11]. Weekly Insights - The report identifies key areas of investment: storage, power, ASIC, and supernodes, with specific companies highlighted for each category [2][28]. - It notes the expected growth in the power industry, particularly in new technologies for both generation and consumption [28]. Related Research - The report references several previous studies focusing on AI inference and domestic semiconductor trends, indicating a consistent theme of growth and innovation in these sectors [4][5][28]. Company Performance - The report details the performance of specific companies within the electronics sector, noting significant gains for firms like Fuxin Technology and Dongtian Micro, while others like ST Huilun faced declines [19][22].

Core Insights - Jabil forecasts annual revenue and profit exceeding Wall Street estimates, driven by demand for data centers fueled by artificial intelligence [1] Group 1: Company Performance - Jabil anticipates strong financial performance, with revenue and profit projections above market expectations [1] Group 2: Market Trends - The company aims to leverage the increasing demand for electronic components in data centers, particularly due to the rise of artificial intelligence applications [1]

Group 1 - Analysts are highlighting eleven S&P 500 stocks, including Qnity Electronics (Q), Smurfit Westrock (SW), and Microsoft (MSFT), that receive the highest percentage of "strong buy" and "buy" ratings [6] - Vanguard has provided a surprising outlook for S&P 500 stocks, indicating that certain European bank heavyweights and two gold stocks are global leaders in or near buy zones [8] - Analysts suggest that owning ten specific S&P 500 stocks in 2026 may not be advisable, indicating a shift in investment strategy [9] Group 2 - The stock market is experiencing upward momentum, with indexes eyeing record highs following a Fed rate cut and positive comments from Powell [11] - Palantir's stock has seen a significant jump, indicating strong market interest and potential growth [11] - Nine of this year's top-performing stocks are expected to continue their success into 2026, suggesting a trend of sustained performance [11]

Core Viewpoint - The company is actively engaging in the development and supply of advanced circuit board solutions, particularly focusing on orthogonal backplanes and high-speed connectors to enhance server performance and meet increasing customer demands [2] Group 1: Product Development - The orthogonal backplane is recognized as a solution to optimize server space and heat dissipation, improving information exchange among computing units in large-scale computing clusters [2] - The company is closely monitoring the market for orthogonal backplanes and has made technical arrangements to support this development [2] Group 2: Supply Chain and Partnerships - The company has entered the NVIDIA and Google supply chain through OEM methods, providing specialized circuit board products necessary for the mass supply of high-speed connectors [2] - The company is actively collaborating with clients to meet rapid growth demands and is involved in the research, testing, and certification of next-generation products [2] Group 3: Business Strategy - The company aims to deepen its presence in its core areas while expanding into emerging sectors, actively promoting business development [2]

Core Viewpoint - The company is focusing on orthogonal backplane technology and high-speed connectors to enhance server space optimization and heat dissipation in large-scale computing clusters [1] Group 1: Technology Development - Orthogonal backplane is recognized as a solution for optimizing server space and heat dissipation, improving information exchange among computing units in large-scale clusters [1] - The company is closely monitoring this technology and making technical arrangements to capitalize on its potential [1] Group 2: Supply Chain and Partnerships - The company has entered the NVIDIA and Google supply chain through OEM methods, supplying specialized circuit board products necessary for high-speed connectors [1] - It is actively responding to customer demands for rapid increases in supply while participating in the research, testing, and certification of next-generation products [1] Group 3: Business Strategy - The company aims to deepen its advantages in existing fields while expanding into emerging sectors to promote business development [1]

Core Viewpoint - The company is focusing on orthogonal backplane technology and high-speed connectors to enhance server space optimization and heat dissipation in large-scale computing clusters [1] Group 1: Technology Development - Orthogonal backplane is identified as a key solution for improving information exchange among computing units in large-scale computing clusters [1] - The company is closely monitoring and making technical arrangements for the orthogonal backplane technology [1] Group 2: Supply Chain and Partnerships - The company has entered the supply chains of NVIDIA and Google through OEM methods, providing specialized circuit board products necessary for high-speed connectors [1] - The company is actively responding to the increasing demand from clients and participating in the research, testing, and certification of next-generation products [1] Group 3: Business Strategy - The company aims to deepen its advantages in existing fields while expanding into emerging sectors to promote business development [1]

格隆汇12月17日丨英威腾(002334.SZ)在互动平台表示，公司能够提供全套液冷解决方案。集成微通道 技术，更多的是针对液冷冷板部件，公司以液冷换热解决方案为主，不单独提供液冷冷板部件部件。 ...

Core Viewpoint - The company is optimistic about the future applications and development of its electronic paper business, which is currently in the stages of technical solution validation, sample testing, and small-scale trial production [1] Group 1: Company Developments - The electronic paper business has entered the phases of technical solution validation, sample testing, and small-scale trial production [1] - The company highlights the characteristics of electronic paper technology, including low power consumption, visual friendliness, and flexibility, which contribute to its broad development prospects [1] Group 2: Industry Outlook - Electronic paper technology shows potential in various application scenarios such as e-book readers, electronic shelf labels, smart office solutions, and the Internet of Things [1] - The company maintains an optimistic outlook on the subsequent applications and development of electronic paper technology [1]

天眼查App显示，近日，遂宁中泽电子科技有限公司成立，法定代表人为任权，注册资本560万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；集成电 路芯片及产品制造；包装材料及制品销售；工程塑料及合成树脂制造；工程塑料及合成树脂销售；电子 元器件制造；塑料制品销售；塑料制品制造；木材加工；木材销售；纸制品销售；电力电子元器件销 售；电子产品销售；电子元器件批发；货物进出口；计量技术服务；机械设备研发；五金产品批发；五 金产品零售；电子元器件与机电组件设备销售；光电子器件制造；金属工具制造；通用设备制造（不含 特种设备制造）；电子专用设备制造；通用零部件制造；机械设备销售；人工智能硬件销售。（除依法 须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：包装装潢印刷品印刷。（依法须经 批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为 准）（涉及国家规定实施准入特别管理措施的除外）。 ...