低损耗共模电感
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铭普光磁:在AI服务器与数据中心领域 已开发出适配400V至800V高压平台的完整电源磁性解决方案
Zheng Quan Shi Bao Wang· 2025-12-17 15:23
人民财讯12月17日电,铭普光磁(002902)12月17日在机构策略会上表示,在AI服务器与数据中心领 域,公司已成功开发出适配400V至800V高压平台的完整电源磁性解决方案,包括高性能驱动变压器、 低损耗共模电感、高饱和PFC电感、主功率变压器及输出滤波电感等关键部件。 ...
铭普光磁(002902) - 2025年12月17日投资者关系活动记录表
2025-12-17 14:06
Group 1: Business Integration and Strategy - The company has completed the acquisition of 60% equity in Shenzhen ABB and plans to integrate operations focusing on cost efficiency, technology development, and market channel collaboration [2][3] - Cost efficiency will be achieved by supplying magnetic components directly to the acquired company, reducing procurement and logistics costs [2] - The company aims to leverage Shenzhen ABB's global channel network, covering over 70 countries, to accelerate international market entry and reduce certification time [2][3] Group 2: Product Development and Market Position - The company's chip network transformers have been recognized as a national "manufacturing single champion" product, showcasing its expertise in this niche [4] - The transformers are essential for data transmission and are used in various network communication devices, with a focus on high integration, low loss, and automated production [4] - The company has developed a complete power magnetic solution for AI servers and data centers, enhancing energy efficiency for major global clients [5] Group 3: Competitive Advantages and Market Expansion - The company adopts a global cost-leading strategy for its optical modules and has expanded its business model to include ODM/JDM partnerships, avoiding direct competition with downstream manufacturers [6] - Multiple production bases have been established in Dongguan, Henan, Jiangxi, Wuhan, and Vietnam, enhancing production flexibility and supply chain resilience [8] - Sales branches have been set up in the USA, Singapore, and Malaysia to effectively cover core markets in North America and Southeast Asia [8]