连接器

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维峰电子(301328.SZ):暂未投建机器人产业基地
Ge Long Hui· 2025-08-12 07:26
格隆汇8月12日丨维峰电子(301328.SZ)在互动平台表示,公司目前已在东莞、昆山等多地建立连接器生 产基地。暂未投建机器人产业基地。 ...
鼎通科技业绩会:液冷产品已小批量出货
Zheng Quan Shi Bao Wang· 2025-08-11 11:00
Group 1 - The company has begun small-scale shipments of its liquid cooling products in Q2 and is preparing for mass production, expected to start by the end of this year or early 2026 [1] - In 2024, the company's revenue from communication connector components was 597 million, accounting for 57.89% of total revenue, while automotive connector components generated 266 million, making up 25.82% [1] - For the first half of 2025, the company reported a revenue of 785 million, a year-on-year increase of 73.51%, and a net profit attributable to shareholders of 115 million, up 134.06% [1] Group 2 - The rapid growth in demand for the company's I/O connectors, particularly the 112G series, has significantly contributed to revenue growth, with communication business accounting for 80% of total revenue in the first half of 2025 [2] - The company has established a strong customer base, including well-known enterprises such as Amphenol, Molex, TE Connectivity, BYD, and others, while expanding its sales team and marketing centers across the country [2] - The company has sufficient orders on hand and is experiencing strong customer demand [2] Group 3 - The company emphasizes the increasing need for cooling solutions due to rising communication speeds driven by AI advancements, positioning its liquid cooling products as the best solution for heat dissipation [3] - The liquid cooling products are primarily used for heat dissipation in connectors and optical module signal transmission interfaces, suitable for servers and data centers [3]
四川华丰科技股份有限公司“连接器”专利公布
Jing Ji Guan Cha Wang· 2025-08-09 07:03
Core Viewpoint - Sichuan Huafeng Technology Co., Ltd. has recently published a patent application for a "connector," which aims to enhance signal transmission performance through innovative design elements [1] Group 1: Patent Details - The invention pertains to the field of connector technology and includes components such as a backplane, circuit board, fixed bracket, and cooling fan [1] - The backplane features a protrusion along a specific direction, which interacts with the circuit board to ensure stable contact and connection of internal terminals [1] - The design allows for the circuit board to be pre-pressed and deformed under locking force, ensuring a flat placement that improves signal transmission performance [1]
维峰电子:二级市场的股价波动受多重因素影响
Zheng Quan Ri Bao Zhi Sheng· 2025-08-08 12:08
Group 1 - The core viewpoint of the article highlights that the stock price fluctuations in the secondary market are influenced by multiple factors, including macroeconomic environment, industry cycles, market sentiment, and short-term capital flows, leading to a certain level of uncertainty [1] - The company is a leading player in the domestic connector industry, focusing on technological research and product iteration, and has established a stable customer base and market recognition in the industrial control, automotive, and new energy sectors [1] - The humanoid robot sector is identified as an emerging field, with its industrialization process and market scale requiring time, as the industry is currently in a stage of technological breakthroughs and scenario exploration, with the company's related business contributions not yet fully realized [1] Group 2 - The company aims to continuously promote product innovation and market expansion to strengthen its core competitiveness and create long-term value for investors [1] - Specific business and cooperation details should be referenced from the company's publicly disclosed information [1]
品牌活动丨电子商会走进——广东济德精密电子有限公司
Sou Hu Cai Jing· 2025-08-07 21:49
Group 1 - The event "Together for Better Enterprises" organized by the Electronic Chamber of Commerce took place at Guangdong Jide Precision Electronics Co., Ltd., with nearly 40 representatives from various companies attending [1][2] - Liu Guozhi, Chairman of Jingbei Tongyu, emphasized the importance of high-quality development for the Electronic Chamber of Commerce and the need for enhanced communication and cooperation among members [1][2] - The event aimed to explore collaboration potential among enterprises while sharing advanced management experiences [2] Group 2 - Jide Precision is a mid-to-high-end connector manufacturer providing comprehensive solutions, with products widely used in automotive, high-end industrial, and home appliance sectors [4][7] - The company specializes in connector design, mold design, and automated precision stamping, offering over 6000 SKUs and the ability to provide samples without mold fees [7] - Jide Precision has established long-term strategic partnerships with well-known manufacturers such as Chery, BYD, and Geely, and has received multiple quality certifications [7] Group 3 - The meeting included discussions on industry trends, technological upgrades, and business cooperation, fostering a brainstorming environment among participants [8] - Attendees also had the opportunity to tour the exhibition hall and production facilities, enhancing their understanding of Jide Precision's operations [8]
瑞可达提示股价异常波动人形机器人小批量供货
Zheng Quan Shi Bao· 2025-08-04 18:39
Core Viewpoint - The company, Ruikeda, has begun small-scale supply of humanoid robot products, with projected sales revenue of approximately 10 million yuan in 2025, representing 0.41% of the expected revenue for 2024. However, the actual sales revenue remains uncertain due to the early stage of the industry [2][3]. Group 1: Company Performance and Financials - Ruikeda expects to achieve a net profit attributable to shareholders of between 151 million yuan and 171 million yuan for the first half of 2025, reflecting a year-on-year growth of 132.44% to 163.22% [3]. - The increase in profit is attributed to steady growth across various business segments, leading to a rise in order volume, along with advancements in technology, process innovation, and production automation [3]. - The company has seen an increase in orders from overseas factories compared to the previous year, indicating improved operational capacity [3]. Group 2: Business Development and Market Strategy - Future development focuses on several key areas: research and industrialization of products related to 6G communication and AI data centers, development of high-speed automotive products, expansion of overseas customer base, and exploration in humanoid robots and medical devices [3]. - The global connector industry is experiencing steady demand growth, particularly in China, which presents a broad market outlook for connectors [3]. - The company plans to enhance technological research and product development, while also expanding into new application fields such as AI and data centers, humanoid robots, and low-altitude economy [3].
瑞可达提示股价异常波动 人形机器人小批量供货
Zheng Quan Shi Bao· 2025-08-04 18:30
Group 1 - The core viewpoint of the news is that Ruikeda (688800) has begun small-scale supply of humanoid robot products, with expected sales revenue of approximately 10 million yuan in 2025, accounting for 0.41% of the 2024 revenue [1] - Ruikeda's stock price experienced a significant increase, with a cumulative deviation of 30% over three trading days, closing at 67.2 yuan per share on August 4, with a trading volume of 2.597 billion yuan [1] - The company emphasizes that its production and operations are normal, and there have been no significant changes, urging investors to approach market trends rationally [1] Group 2 - According to the performance forecast, Ruikeda expects a net profit attributable to shareholders of 151 million to 171 million yuan for the first half of 2025, representing a year-on-year growth of 132.44% to 163.22% [2] - The growth in performance is attributed to steady growth across various business segments, increased order volume, and advancements in technology and production automation [2] - The company is focusing on several key development areas, including 6G communication and AI data centers, automotive smart solutions, overseas market expansion, and research in humanoid robots and medical devices [2]
瑞可达: 股票交易异常波动的公告
Zheng Quan Zhi Xing· 2025-08-04 16:36
Core Viewpoint - Suzhou Ruikeda Connection System Co., Ltd. experienced a significant stock price fluctuation, with a cumulative increase of 30% over three consecutive trading days, prompting an inquiry into the reasons behind this abnormal trading behavior [1][2][3] Group 1: Stock Trading Abnormalities - The company's stock price increased by 30% over three trading days (July 31, August 1, and August 4, 2025), which is classified as abnormal trading behavior according to Shanghai Stock Exchange regulations [1][2] - The company conducted a self-examination and confirmed that there are no undisclosed significant matters affecting the company, and its production and operations remain normal [1][3] Group 2: Human Robot Product Development - The company has begun small-scale supply of products for humanoid robots, which are still in the early stages of industrial development [2][3] - The expected sales revenue from the humanoid robot segment for 2025 is approximately 10 million, accounting for 0.41% of the total revenue in 2024, indicating that this segment currently has a minor impact on overall performance [3] Group 3: Board of Directors' Statement - The board of directors confirmed that there are no undisclosed matters that should be reported according to the relevant regulations, including mergers, debt restructuring, or asset injections [3]
瑞可达人形机器人小批量供货 2025年预计销售收入约1000万元
Zheng Quan Shi Bao Wang· 2025-08-04 12:31
此外,公司曾表示,全球连接器行业需求一直稳步上升,保持增长,尤其中国地区不断的技术迭代和需 求规模增长,使得连接器具有广阔的市场前景。未来公司将不断加强技术研发及产品预研,加强海外市 场拓展;不断扩展AI与数据中心、人形机器人、低空经济等新的应用领域。 8月4日晚间瑞可达(688800)在股票交易异常波动公告中表示,截至目前,公司人形机器人产品经过前期 的研发,现已开始小批量供货,预计2025年该业务板块的销售收入约1000万元,占2024年营业收入比例 为0.41%。由于目前尚处于产业初期,在公司的实际业绩中占比较小,该业务板块当年实现的销售收入 尚存在不确定性。 公告显示,瑞可达股票交易连续3个交易日内(7月31日、8月1日、8月4日)收盘价格涨幅偏离值累计达到 30%。截至8月4日收盘,公司股价67.2元/股,涨幅4.84%,换手率18.7%,成交额25.97亿元。 瑞可达表示,目前生产经营正常,生产经营未发生重大变化。近期有媒体关注到瑞可达有应用于人形机 器人的产品,已小批量供货中。该业务板块当年实现的销售收入尚存在不确定性,请投资者理性对待市 场热点概念,注意投资风险。 瑞可达是专业从事连接器产品的 ...
长盈精密(300115.SZ):威线科为海外连接器头部客户及AI服务器提供铜缆
Ge Long Hui· 2025-08-01 07:07
Group 1 - The core viewpoint is that Changying Precision (300115.SZ) is optimistic about the high-speed copper cable business and the AI server industry, leading to an investment in Weixian Technology [1] Group 2 - Weixian Technology serves as a key supplier of copper cables for overseas connector head customers and AI servers [1]