（来源：老张投研） 高速铜缆，崛起了！ 英伟达在2024年3月的GTC大会发布GB200机柜，该机柜内部使用5000根NVLink铜缆实现高速互连，成 本相比于使用光模块节省6倍。 这一举动引领了高速铜缆的兴起。 随着AI算力需求的持续攀升，服务器集群规模不断扩大，对高速互连的需求日益迫切，高速铜缆市场 迎来了快速增长的机遇。 在这一背景下，沃尔核材作为国内较早布局高速铜缆的企业，已成功抢占市场先机。 数据显示，2024年沃尔核材在全球高速铜缆市场的市占率达到24.9%，是全球第二大及中国最大的高速 铜缆制造商。 | 排名 | 公司 | (人民警手健元) | 市場份額(%) | 中國公司 | | --- | --- | --- | --- | --- | | | 公司A | 0.40 | 32.2% | | | 2 | 本公司 | 0.31 | 24.9% | V | | 3 | 公司B | 0.15 | 12.1% | V | | 4 | 公司C | 0.12 | 9.7% | V | | ને | 公司D | 0.10 | 8.0% | | | | 萌五名 | 1.08 | 86.8% | | 那么，在光 ...

Core Insights - The "New Three Samples" sectors, including electric power equipment, communication, and new energy, have shown significant stock price performance and robust financial results in 2023, reflecting a profound transformation in the Chinese economy [1][2][4]. Electric Power Equipment Sector - The electric power equipment industry in the Shenzhen market achieved a total revenue of 1.32 trillion yuan, a year-on-year increase of 10%, and a net profit of 946.09 billion yuan, up 29.53% [2]. - The average stock price increase for electric power equipment companies was nearly 51%, with 90% of companies experiencing positive growth, and 26 companies seeing their stock prices more than double [4][5]. Communication Sector - The communication sector reported a total revenue of 292.38 billion yuan, a year-on-year growth of 14.34%, and a net profit of 308.09 billion yuan, up 36.65% [2]. - Key players like NewEase (300502.SZ) and Guangxun Technology (002281.SZ) demonstrated substantial growth, with NewEase's revenue increasing by 221.70% and net profit by 284.37% [6][7]. New Energy Sector - The new energy sector generated a total revenue of 1.06 trillion yuan, reflecting a year-on-year increase of 10.56%, and a net profit of 787.05 billion yuan, up 31.87% [3]. - Notable growth was observed in specific segments, with battery, photovoltaic equipment, and wind power equipment net profits increasing by 30.60%, 16.89%, and 82.56% respectively [3]. Leading Companies - Leading companies in the electric power equipment sector, such as Siyuan Electric (002028.SZ), reported a revenue of 138.27 billion yuan, up 32.86%, and a net profit of 21.91 billion yuan, up 46.94% [5]. - In the new energy sector, CATL (300750.SZ) achieved a revenue of 283.07 billion yuan, a 9.28% increase, and a net profit of 490.34 billion yuan, up 36.20% [6][7].