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金冠电气(688517.SH):半导体陶瓷基板已完成小样试品研发
Ge Long Hui· 2025-09-23 08:43
Core Viewpoint - The development of AI technology is driving upgrades in power systems, and the construction of AI data centers requires reliable AC and DC lightning protection devices to ensure equipment safety and system stability [1] Group 1: Company Positioning - The company is recognized as an advanced enterprise in the field of AC and DC lightning protection devices in China, with products covering all voltage levels to meet the needs of data center scenarios [1] - The company's lightning protection products have been widely applied in various sectors, including power, railways, and mining, for overvoltage protection [1] Group 2: Market Opportunities - The company aims to leverage its core competitiveness in lightning protection devices to actively participate in the construction opportunities presented by AI data centers [1] - The company has established a diverse customer base, including major enterprises such as State Grid, Southern Power Grid, China Railway Group, CRRC, State Power Investment, and National Energy [1] Group 3: Product Development - The company has completed the research and development of small sample products for its semiconductor ceramic substrates, with some products already having qualified laboratory samples [1] - Ongoing efforts are being made to verify the stability of the manufacturing process for these products [1]