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新雷能:公司数据中心业务为子公司深圳雷能承担
Zheng Quan Ri Bao Wang· 2026-01-16 12:15
证券日报网讯1月16日,新雷能(300593)在互动平台回答投资者提问时表示,公司数据中心业务为子 公司深圳雷能承担,就历史来看,深圳雷能在通信模块电源领域就与国际一流电源厂商处于同一梯队, 技术水平基本持平,部分产品处于领先水平;针对数据中心领域深圳雷能二次电源产品技术水平与国际 厂商处于同一起跑线,部分产品已经处于领先水平。 ...
新雷能(300593.SZ):二次电源产品已经向部分客户开始送样
Ge Long Hui· 2025-12-03 07:14
格隆汇12月3日丨新雷能(300593.SZ)在投资者互动平台表示,在海外市场公司合作伙伴为ADI,ADI与 其他厂商进行商务合作,具体客户主要由ADI进行推进。在国内市场公司已经完成3.6KW以下全系列 CRPS服务器电源的开发,该类产品已实现收入,较上年有所上升,但因市场推广因素未达到预期;二 次电源产品已经向部分客户开始送样;三次电源中Power Block已经处于内部测试阶段,VPD产品已有 客户提出需求。 ...
新雷能:与ADI联合开发数据中心电源 预计明年多款二次电源产品进入小批量阶段
Core Viewpoint - The company, Xinle Energy, is collaborating with ADI in the data center sector to enhance its competitive edge in the high-end power supply market through technology synergy [1] Group 1: Collaboration and Product Development - Xinle Energy is working with ADI to utilize ADI chips and engage in joint development [1] - The collaboration has led to the small-scale production of secondary power supply products, with expectations for multiple additional products to enter small-scale production next year [1] - The company is also in discussions to advance the development of tertiary power supply products [1]
新雷能(300593) - 300593新雷能投资者关系管理信息20251202
2025-12-03 01:28
Group 1: Company Strategy and Focus - The company focuses on special field power supplies, increasing investment in integrated circuits, electric motors, and equipment-level power supplies [2] - The company is expanding its investment in data centers, commercial aerospace, and low-altitude economy sectors [2] Group 2: Data Center Power Solutions - The company offers a full range of power solutions for data centers, including primary, secondary, and tertiary power products [2] - The theoretical capacity for modular products is 500 million yuan, while non-modular products have a theoretical capacity of 400 million yuan [3] - The company plans to expand production capacity by an additional 400-500 million yuan based on order demand, with an expansion period of 3-6 months [3] Group 3: Partnerships and Collaborations - The company collaborates with ADI, utilizing ADI chips and engaging in joint development for data center products [3] - Secondary power products are entering small batch production, with additional products expected to follow next year [3] Group 4: Market and Product Development - The company has completed the development of CRPS server power supplies below 3.6KW, which have started generating revenue [4] - The company is preparing for the construction of an overseas factory in Malaysia, currently in the filing process [3] Group 5: Future Outlook and Financials - The company has released a stock incentive plan, with performance indicators set for the next three years [4] - There are currently no new financing needs, but future considerations will depend on the development of the data center business [4]