麦格米特：公司目前在高功率服务器电源领域处于较为有利的位置 智通财经7月18日电，麦格米特(002851.SZ)接受机构调研回答"公司服务器电源的进展如何？"的提问时 表示，公司所有产品均需要经过平台预研、立项、研发、测试、验证、量产等一系列流程。由于保密协 议限制，无法详细透露各阶段的具体进展。但公司目前在高功率服务器电源领域处于较为有利的位置， 能够紧跟精尖客户的最新技术与产品需求，进行产品研发和沟通。同时，公司在电源产品领域也在不断 拓展和完善产品结构，以应对不同市场需求。 ...

2025年通讯电源领域的十大品牌推荐，综合技术实力、市场应用及可靠性进行排序： 一、国际品牌 1、美国ARTESYN（雅特生） Artesyn Technologies是一家全球领先的电源公司，总部位于佛罗里达州Boca Raton，研发机构遍及北 美、欧洲及亚洲，销售网络遍及全球，是纳斯达克交易所上市的公司，代码为ATSN。公司专为服务 器、存储设备、无线和电信系统的基础结构应用，提供设计、制造，以及销售高端电源转换器和嵌入式 板卡，并提供解决方案，是该领域的全球领导者。产品广被泛应用于高端服务器、数据存储设备、路由 器、集线器、高速调制解调器、射频放大系统、基站控制器和收发器等产品中。美国ARTESYN（雅特 生科技）的通讯电源产品线涵盖多个系列，具备高可靠性、模块化设计及智能化控制等特点，适用于通 信、数据网络等领域主要产品及型号有：LCC系列（无风扇/传导散热设计）型号：LCC600系列： 600W单路输出，支持12V/28V/36V/48V等电压，具备PMBus协议控制和主动均流功能，适用于高温环 境（基板温度-40℃至+85℃）。LCC250系列：250W单路输出，提供12V/24V/48V，IP ...

Core Viewpoint - The company has demonstrated strong growth in revenue and net profit for 2024 and Q1 2025, driven by its focus on the power supply industry and strategic product optimization. Financial Performance - In 2024, the company achieved revenue of 3.798 billion yuan, a year-on-year increase of 32.32%, marking a historical high in revenue [2] - The net profit attributable to shareholders for 2024 was 268 million yuan, up 36.92% year-on-year, with a net profit margin of 7.06% [3] - For Q1 2025, the company reported revenue of 888 million yuan, a 27.65% increase year-on-year, and a net profit of 49.57 million yuan, up 59.06% year-on-year [3][14] Business Segments - The power adapter business generated revenue of 1.673 billion yuan in 2024, a growth of 4.96%, despite a weak global consumer electronics market [4] - The data center power business saw significant growth, with revenue reaching 1.459 billion yuan, a 79.95% increase, driven by high-power server power supply sales, which surged by 536.88% to 780 million yuan [4][5] - Other power business revenue increased by 48.71% to 649 million yuan, supported by the recovery in the electric tool charger market [5] Product Development - The company offers a range of data center power products, including high-power server power supplies, with advanced technology and product offerings [6] - The company has established itself as a key domestic manufacturer in the data center power sector, gaining recognition from major server manufacturers and end customers [8] Market Expansion - The company is actively expanding its overseas business, with teams established in Taiwan and the United States to target various global clients [9] - The company has a global production capacity layout, including facilities in Shenzhen, Dongguan, Ganzhou, Suzhou, Vietnam, and Mexico [10] Future Plans - The data center power business is a strategic focus for the company, with plans to enhance market presence and expand business scale while pursuing domestic and international growth opportunities [11] - The power adapter business will continue to diversify product offerings and deepen relationships with existing clients [12] Regulatory Impact - The company has limited direct exposure to U.S. tariffs, maintaining a diversified customer base and global production capabilities to mitigate risks [13] Revenue Targets - The company has set ambitious revenue growth targets for 2025 and 2026, with specific growth rates outlined for both revenue and net profit [14] Analyst Ratings - Recent ratings from six institutions indicate a positive outlook, with three buy ratings and three hold ratings, and an average target price of 126.53 yuan [15]

天风证券（601162）股份有限公司孙潇雅,高鑫近期对中恒电气（002364）进行研究并发布了研究报告 《通信电源龙头，受益AIDC算力提升》，首次覆盖中恒电气给予增持评级。 中恒电气 专注电源29载，受益AIDC算力提升。公司成立于1996年，主要从事高频开关电源系统的研发、生产、销 售和服务。主要业务包含电力电子制造和电力数字化两大板块，电源系统业务为公司营收主线，未来有望 受益智算中心算力提升。 通信电源：数据中心电源受益算力高增，5G扩张带动站点能源 1)全球及中国算力规模呈高速增长态势。2020到2023年，全球算力规模已提升至1369EFLOPS，CAGR达 46.5%。智能算力规模持续快速扩张，2024年，中国智能算力的增幅已经远超同期通用算力增幅，预计 2025年，中国智能算力占比将达到35%。伴随算力规模攀升，数据中心用电量增速显著。2024到2030年全 国数据中心用电量年均增速预计约20%，显著高于全社会用电量增速。 2)HVDC凭借多维优势驱动渗透率加速提升。目前数据中心和智算中心的通用供配电解决方案为UPS供电 系统。相较于传统UPS供电系统，HVDC在能效、供电可靠性等方面展现出显 ...

| ☐特定对象调研 | ☐分析师会议 | | --- | --- | | 投资者关系活动 类别 | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及 | 线上参与公司2024年年度网上业绩说明会的投资者 | | 人员姓名 | | | 时间 | 2025年05月30日 15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn）网络互动 | | 上市公司接待人 员姓名 | 董事兼总经理吉学龙、独立董事沈传文、董事会秘书兼财务总监 闪文晓、总经理助理董岩及赵文刚、采购中心供应链经理顾云将、 市场部经理李保珍、研发中心经理王庆棉、运营总监沈欣、计划 | | | 部经理周文楚 | | | 问题1：公司海外业务占比大吗？未来有扩大占比的计划 吗？ 答：您好，公司2024年度海外业务占营业收入比例为15.29%。 | | | 公司将海外市场的开拓作为未来发展的一项重要战略，结合公司 | | 投资者关系活动 | 境内外客户需求和海外业务发展情况，积极拓展潜在海外市场， | | ...

Market Overview - The space power supply market encompasses a variety of solutions including solar power systems, batteries, energy storage devices, and power management technologies essential for space applications [1] - The market is driven by the increasing demand for efficient and reliable power sources for satellites, spacecraft, and space stations, with innovations in technologies such as advanced solar panels and high-capacity energy storage systems [2][3] Industrial Impact - The space power supply market significantly impacts the aerospace and energy sectors, generating economic activity and employment, with major players like Airbus, Boeing, and Lockheed Martin investing heavily in research and manufacturing [4] - The market supports the satellite industry, where power solutions are critical for long-duration missions, influencing global energy markets and promoting advancements in energy efficiency [5] Market Segmentation - By application, the satellite segment dominates the market, valued at approximately $8.48 billion in 2023 and projected to reach about $13.19 billion by 2034, driven by the demand for reliable power solutions [9] - The market is segmented by satellite orbit, satellite type, component type, and region, indicating a diverse range of applications and technologies [10][12] Recent Developments - 5N Plus Inc.'s subsidiary AZUR SPACE Solar Power GmbH expanded its production capacity by 35% in 2024, with plans for an additional 30% increase by the end of 2025 to meet rising demand [10][13] - Rocket Lab announced a preliminary agreement for up to $23.9 million in funding to expand the production of space-grade solar cells, creating over 100 new jobs [17] - EaglePicher's batteries are critical for NASA's Artemis I mission, showcasing advancements in battery technology for space applications [17] Key Market Players - Major players in the space power supply market include Airbus, Rocket Lab USA, EnerSys, and emerging startups focusing on innovative technologies [15][18] - The competitive landscape features a mix of established companies and new entrants, all contributing to advancements in solar power systems, batteries, and power management solutions [15]

点击注册小程序 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 全球AI算力和电力总需求持续向上，服务器电源迎来发展机遇 AI快速发展推动其电力需求大幅上升，IEA预计2026年AI行业的电力消耗将至少是2023年的10倍，美国能源部 预测2028年美国数据中心功率需求为74-132GW。DeepSeek高效大模型的出现使得市场担忧AI电力需求增长， 但我们认为其短期影响主要在格局层面，总量层面虽然短期算力投资或将更慎重，但长期来看更低的算力成 本、AI应用加速落地、科技巨头资本开支保持快速增长，都有望推动未来AI算力及电力总需求持续向上。全 球AI"竞赛"愈发激烈，特朗普宣布美国5000亿美元AI投资计划、欧盟宣布将推动2000亿欧元AI投资计划，均 表明全球AI投资仍在加速，将对AI电力需求形成拉动 ...

证券代码：300870 证券简称：欧陆通 债券代码：123241 债券简称：欧通转债 深圳欧陆通电子股份有限公司 投资者关系活动记录表 编号：（2025-03） | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 业绩说明会 | | | □新闻发布会 路演活动 | | 类别 | | | | □现场参观 | | |  其他 （线上会议或券商策略会） | | 参与单位名称 | 国泰海通证券、华夏基金、西部证券、国泰基金、西部证 券、华商基金、太平资产、施罗德基金、圆信永丰基金、西 部利得基金、Invesco、德邦基金、中欧基金、东吴证券、 趣时资产、筌笠资产、财通证券、博时基金、慧实基金、申 | | | 万资管、浙商资管、巨子私募、恒越基金、中信证券、嘉实 | | | 基金、鹏华基金、中信保诚资产、华宝基金、野村证券、申 | | | 万宏源证券、顶石资产等 | | 时间 | 2025 年 5 月 6 日-5 月 9 日 | | 地点 | 深圳、上海 | | 上市公司接待人 | 副总经理、董事会秘书 蔡丽琳 | | 员姓名 | 投资者关系经理 许业凯、杨帅 ...

Qualstar Delivers Earnings of $0.13 Per ShareIRVINE, Calif., May 08, 2025 (GLOBE NEWSWIRE) -- Qualstar Corporation (OTC Markets: QBAK), a leading manufacturer of data storage solutions and high-efficiency power supply solutions, today announced its financial results for the three months ended March 31, 2025. Consolidated Financial Results (Unaudited) (Amounts in thousands except per share data and percentages) Three Months Ended March 31, 2025 2024 $ ∆ % ∆ <td style="max-width:1%; width:1%; min-width ...