战略合资落地新加坡，锚定全球AI算力增量 当前，生成式AI迈入万亿参数大模型时代，全球算力中心建设提速，光连接作为算力集群的"神经系 统"，成为AI基础设施的核心组成部分。根据财经杂志，美国五大科技公司微软、亚马逊、谷歌、 Meta、甲骨文的财报显示，它们在2025年的资本支出总额将超过3700亿美元，预计2026年资本支出将 高于4700亿美元，验证了大厂对于算力的强劲需求。 在此背景下，SuperX与天孚通信的战略合作，成为双方把握全球AI数据中心以及光连接赛道增量红利 的关键布局。 2026年2月11日晚间，纳斯达克上市公司SuperX AI Technology Limited(NASDAQ:SUPX，以下简 称"SuperX"或"公司")宣布，已通过其全资子公司与苏州天孚光通信股份有限公司(深圳证券交易所股票 代码：300394，以下简称"天孚通信（300394）")的新加坡全资子公司Tianfu International Investment Pte.Ltd.(以下简称"天孚国际投资")签署合资协议，联合成立SuperX Optical Communications Pte.Ltd.，整 合双方 ...

Group 1 - The core viewpoint of the news is that the fiber optic sector in the A-share market has seen significant gains, driven by the strong performance of Corning in the US stock market and its partnership with Meta [1][2]. - Corning's stock rose over 15% on January 27, reaching a historical high, following the announcement of a $6 billion fiber optic cable agreement with Meta for AI data centers [2]. - The demand for fiber optic products is expected to remain high, with predictions indicating that global demand for fiber optic cables could reach hundreds of millions of core kilometers by 2025, driven by the construction of AI data centers [2][3]. Group 2 - The average price of G.652.D fiber optic cables has been increasing for two consecutive quarters, indicating a recovery in prices [2]. - Companies are shifting production capacity towards AI-related multimode and specialty fibers, which is causing a reduction in the supply of traditional fiber cables and leading to price increases for scattered fibers [3]. - Key companies to watch in this sector include Hengtong Optic-Electric, Zhongtian Technology, Yangtze Optical Fibre and Cable, Yongding Co., Fenghuo Communication, and TeFa Information [3].

Core Viewpoint - The company, Luxshare Precision (立讯精密), has issued a clarification regarding recent false rumors that have disrupted market perception, asserting that its core business operations are proceeding as planned without any abnormal situations affecting normal operations [2][3]. Business Operations - The company emphasizes its long-term commitment to the high-end consumer electronics and smart terminal sectors, showcasing its vertical integration capabilities across multiple component categories, mature product engineering, mass production experience, and a global production layout that supports stable and high-quality manufacturing for various clients [3]. - In the communications computing sector, the company is focused on four product lines: electrical connections, optical connections, thermal management, and power management, with a technology-driven approach that includes application, development, and pre-research phases, maintaining expected progress in collaborations with leading global clients [3]. Automotive Sector - The automotive segment is centered on core components such as wiring harnesses and connectors, with expansion into system-level products like smart cockpits, assisted driving, smart chassis, and power systems. The recent acquisition of Germany's Leoni has further deepened the company's global production layout and enhanced partnerships with global automotive brands, aiming to rank among the top ten global automotive parts suppliers [3]. Financial Performance - For the first three quarters of 2025, the company reported a revenue of 220.915 billion yuan, representing a year-on-year growth of 24.69%, and a net profit attributable to shareholders of 11.518 billion yuan, reflecting a 26.92% increase year-on-year [8]. - On the stock market, the company's share price fell by 2.34% to 56.71 yuan per share on the last trading day before the holiday, with a total market capitalization of 413.2 billion yuan. However, the stock price saw an overall increase of nearly 40% in 2025, reaching a peak of 72.2 yuan per share, setting a new historical record [6].

Core Viewpoint - Recently, Lixun Precision (002475) issued a clarification regarding false rumors affecting the company's reputation, asserting that its core business operations are proceeding as planned without any abnormal situations impacting normal operations [1][3]. Group 1: Business Operations - The company is focused on four product lines in the communications computing sector: electrical connections, optical connections, thermal management, and power management, with strong partnerships with leading global clients [3]. - In the automotive sector, the company is concentrating on core components such as wiring harnesses and connectors, while expanding into system-level products like smart cockpits and autonomous driving systems [3]. - The recent acquisition of Germany's Leoni enhances the company's global production capacity and strengthens collaborations with major global automotive brands, aiming to enter the top ten global automotive parts suppliers [3]. Group 2: Financial Performance - For the first three quarters of 2025, the company reported revenue of 220.915 billion yuan, a year-on-year increase of 24.69%, and a net profit attributable to shareholders of 11.518 billion yuan, up 26.92% year-on-year [8]. - On the last trading day before the holiday, the company's stock price fell by 2.34% to 56.71 yuan per share, with a total market capitalization of 413.2 billion yuan. The stock price has increased nearly 40% year-to-date, reaching a historical high of 72.2 yuan per share at one point [6].