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蓝思科技20251211
2025-12-12 02:19
蓝思科技 20251211 摘要 蓝思科技收购原石科技,旨在快速获取英伟达服务器机柜业务,包括机 架、滑轨、托盘等组件技术及客户认证,并获得先进液冷散热系统集成 能力,从而进入英伟达核心供应链。 原石科技是英伟达 GB200、GB300 及 NVL72 等 AI 服务器的关键供应 商,提供金属结构件,并为品达科技代工液冷板等部件。整合后,蓝思 科技将显著提升其在英伟达供应链中的份额和价值。 蓝思科技整合原石科技后,将利用其金属制成能力,扩大产能并持续为 英伟达提供服务。原石科技的供应份额和价值在未来 LUBING 体系中预 计将显著提升。 尽管品达科技未被直接收购,但其通过原石科技进行关键部件代工,与 原石科技的合作关系对蓝思科技整合后的业务至关重要,浙江工厂将全 部用于为品达业务代工。 切入英伟达机柜供应链为果链企业带来新增长点,市场价值至少 5,000 亿元,上游模组和结构端市场接近千亿。蓝思科技有望提升估值,进入 具有弹性的赛道。 Q&A 蓝思科技收购 PMG 国际有限公司的背景和意义是什么? 蓝思科技近日与 PMG 国际签订了一项收购协议,计划通过现金或其他方式购 买 PMG 国际有限公司 100%的 ...
这玩意能救命,汽车破窗锤销量暴增
3 6 Ke· 2025-10-20 09:14
Core Insights - The surge in sales of car window-breaking hammers on Tmall reflects a growing consumer awareness of automotive safety, driven by recent tragic accidents where victims were unable to escape their vehicles due to malfunctioning doors [3][9][10] - The increase in demand for these safety tools indicates a shift in consumer behavior, where individuals are taking proactive measures for self-protection in response to perceived risks associated with vehicle safety [5][9] Sales Trends - Sales of car window-breaking hammers have seen explosive growth, with reports indicating a fivefold increase in sales compared to the previous week, highlighting a strong external stimulus rather than regular market penetration [5][7] - The top-selling model achieved over 500 units sold within 24 hours, and more than 20 models surpassed 600 units sold during the week, marking a significant uptick in consumer interest [1][5] Consumer Preferences - Consumers are favoring portable, easy-to-use models, particularly those that can break windows with a simple vertical strike, reflecting a demand for convenience and effectiveness in emergency situations [5][7] - Products with additional features, such as built-in cutting tools for seatbelt release, are also gaining traction, with some models selling over 200,000 units, indicating a desire for comprehensive emergency solutions [5][7] Safety Concerns - The rise in sales is linked to a series of high-profile accidents where individuals were trapped in vehicles due to door malfunctions, particularly in electric vehicles, which have unique safety challenges [7][10] - The automotive industry faces scrutiny regarding the adequacy of safety designs, as many vehicles do not prioritize escape mechanisms post-collision, leading to a gap in consumer safety [10][12] Industry Implications - The popularity of window-breaking hammers suggests a potential oversight in automotive safety design, prompting manufacturers to reconsider their safety protocols and features [10][12] - There is a call for stricter safety standards that include automatic door unlocking and emergency escape features, which could enhance consumer confidence and safety [12][16] Recommendations for Manufacturers - Automotive companies are encouraged to integrate effective escape tools into their vehicles and provide clear information about the types of glass used and emergency procedures [16][18] - The industry should consider offering certified escape tools as standard equipment, ensuring that consumers have reliable options in emergencies [16][18]