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立讯精密:公司认为人工智能领域在未来一段时间仍将保持高强度的投入趋势
Zheng Quan Ri Bao Wang· 2025-08-29 08:19
Core Viewpoint - The company believes that the artificial intelligence sector will continue to see high levels of investment in the near future, driven by the increasing recognition and application of AI agents and the growing demand for large model computing power [1] Company Developments - The company has transformed from a follower to a recognized technology leader in the high-speed copper connection field, successfully entering the supply chains of major global clients and establishing a leading brand image [1] - Continuous enhancement of capabilities in power supply, thermal management, and optical connection products is being pursued to strengthen the company's technological competitiveness [1] - Increased investment in smart manufacturing is aimed at ensuring high-quality delivery capabilities after mass production [1] Competitive Positioning - The company is systematically building its core competitiveness and moat in the AI era by enhancing R&D strength, manufacturing capabilities, and digital operation management [1] - The company has successfully entered the supply chains of all CSP clients, chip clients, and equipment manufacturers, although the depth of engagement varies across different product lines, providing ample growth opportunities for the future [1]