Core Viewpoint - The company has established itself as a leader in the liquid cooling server market, providing a comprehensive range of products and forming partnerships with major internet and server manufacturers [1] Group 1 - The company offers a full suite of liquid cooling products including fluid connectors, heat exchangers, manifolds, and CDU [1] - The company has nearly two decades of experience in developing liquid cooling products, positioning it as one of the early developers in this field in China [1] - The company possesses significant advantages in technical standard formulation, customization of full-link liquid cooling solutions, product variety, and product reliability [1]

当前，AI服务器作为人工智能发展的核心基础设施，其应用边界正实现从集中式模型训练向全行业深度落地的跨越式拓展，持续为千行百业 的智能化转型注入强劲动力。然而，当英伟达B300GPU的整机功耗突破2000W大关，当单台AI服务器集群需要承载每秒10^18次浮点运算的超 高负荷，电力系统的稳定性已成为制约算力充分释放的核心瓶颈。在这一背景下，MLCC、电感等被动元器件虽体积微小，却凭借其不可替 代的功能，成为支撑AI算力稳定运行的基石级元件。 那么掘金AI服务器，本土被动元器件厂商——三环集团、顺络电子、风华高科、麦捷科技、火炬电子、宏达电子、泰晶科技、达利凯普等多 家A股上市公司的研发能力和实际进展如何？ 三环集团/顺络电子研发投入领先 从研发人员数量来看，三环集团研发人员数量稳居第一达1877人，顺络电子研发人员数量位居第二达1354人，风华高科研发人员数量位居第 三达1336人，麦捷科技研发人员数量为568人，宏达电子研发人员数量为336人，火炬电子研发人员数量为296人，泰晶科技研发人员数量为 227人，达利凯普研发人员数量为46人。 多家厂商已打开AI服务器市场 在持续研发投入的加持下，三环集团、顺络电 ...

路透社报道，知情人士透露，特朗普政府正考虑根据每台设备中的芯片数量，对外国电子设备征收关税，此举旨在推动企业将生产转移至美国。根据计划，美国商务部将对进口产品征收关税，税额相当于该产品芯片含量估算价值的一定百分比。若该计划得以实施，将表明特朗普政府试图对从牙刷到笔记本电脑等各类消费产品施加影响。外汇交易员 (@myfxtrader):华尔街日报：特朗普政府正在考虑一项新计划，目标是让芯片公司在美国生产的半导体数量与其客户从海外生产商进口的数量相同，如果公司不能长期保持1:1的比例，就必须缴纳关税。知情人士透露，根据新制度，苹果等企业必须追踪所有芯片的产地，并与芯片制造商合作，逐步匹配美国和海外产品的数量。 https://t.co/jF5wLykTNS ...

The Trump administration is considering imposing tariffs on foreign electronic devices based on the number of chips in each device, according to three people familiar with the matter, as it seeks to drive companies to shift their manufacturing to the United States. ...

Awards Add to Strong Current Booking Quarter for the Power GroupHAUPPAUGE, N.Y., Sept. 26, 2025 (GLOBE NEWSWIRE) -- Orbit International Corp. (the “Company”) (OTCID Basic Market:ORBT), an electronics manufacturer and software solution provider, today announced that its Power Group (”OPG”) received two contract awards totaling approximately $1,500,000. The awards consisted of a follow-on award for a COTS power supply used on a military program as well as an award for a VPX power supply. Deliveries for these ...

HAUPPAUGE, N.Y., Sept. 26, 2025 (GLOBE NEWSWIRE) -- Orbit International Corp. (the “Company”) (OTCID Basic Market:ORBT), an electronics manufacturer and software solution provider, today announced that its Power Group (”OPG”) received two contract awards totaling approximately $1,500,000. The awards consisted of a follow-on award for a COTS power supply used on a military program as well as an award for a VPX power supply. Deliveries for these orders are expected to commence in the second quarter of 2026 an ...

Group 1 - The core viewpoint of the article is that Longli Technology (300752) has successfully applied its LIPO technology products in the Meizu 22 flagship smartphone [1] - The company's LIPO technology products are currently in a phase of continuous investment and capacity ramp-up [1]

Core Viewpoint - The economic gap between Hubei and Henan is narrowing, with Hubei expected to potentially surpass Henan as the "first province in Central China" by mid-2025, marking a significant shift in regional economic dynamics [1][9]. Economic Performance - As of mid-2025, the GDP difference between Hubei and Henan is only 200 billion yuan, with Hubei having closed a gap of over 700 billion yuan from 2020 to 2024 [1]. - Hubei's GDP growth is significantly driven by its booming foreign trade, with a total import and export value exceeding 400 billion yuan in the first half of 2025, marking a 28.4% year-on-year increase [3][4]. Foreign Trade Dynamics - Hubei's foreign trade has shown remarkable growth, with exports in the first half of 2025 reaching 2.8 trillion yuan, a 38.8% increase compared to the previous year, outpacing Henan's growth [9][10]. - The province's trade with countries involved in the Belt and Road Initiative has also surged, with a 32.6% increase, accounting for over 50% of Hubei's total trade [4]. Industrial and Investment Growth - Hubei's industrial output value increased by 7.9% in the first half of 2025, with high-tech manufacturing growing by 14.4%, contributing significantly to overall industrial growth [5][6]. - In contrast, Henan's high-tech manufacturing sector also saw a 14.9% increase, indicating a competitive industrial landscape [11]. Investment Trends - Hubei's private investment growth reached 6.2% in the first half of 2025, significantly higher than the national average, reflecting strong investor confidence [6]. - Henan's industrial transformation is underway, with significant investments in new energy vehicles and high-tech industries, although traditional industries still dominate [12][13]. Conclusion on Regional Competition - The competition between Hubei and Henan for economic supremacy in Central China highlights the broader regional dynamics, where collaboration among the six central provinces may be essential for collective growth [13].

Core Insights - A new individual business named Jierui Electronics has been established in Gucheng District, with a registered capital of 50,000 RMB [1] - The business is represented by Zhang Jianrui and is involved in a wide range of activities including sales of electronic products, retail and wholesale of electronic components, and various computer and communication equipment services [1] Business Scope - The business activities include general projects such as electronic product sales, retail of electronic components, and wholesale of computer hardware and software [1] - Additional services offered include computer system services, smart home gateway manufacturing, and communication equipment manufacturing [1] - The company also engages in technical services, development, consulting, and information technology consulting services [1]

崇达技术（002815.SZ）9月26日在投资者互动平台表示，普诺威与歌尔股份、立讯精密的合作持续深 化，向其供应MEMS类载板，主要应用于智能手机、TWS耳机、可穿戴设备等领域。其他信息请以公 司指定媒体披露信息为准。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：客户拓展：进入头部企业供应链 普诺威2025年成功进 入华为海思、立讯精密、歌尔微电子等头部客户的供应链，其先进封装基板产品已应用于智能手机、智 能手表、5G基站等终端设备。例如，普诺威为华为海思提供的25/25微米IC载板（用于AI服务器），已 实现批量供货，成为其2025年的重要收入来源。 请问普诺威是真的进入立讯精密歌尔股份供应链 吗？？今年业绩会有大增长吗？？ ...