崇达技术（002815.SZ）12月22日在投资者互动平台表示，公司重点布局的高端PCB产能，如珠海二厂 的新增产能，主要供应给AI服务器、通讯领域的客户。目前已与中兴、新华三（H3C）、云尖、宝德、 浪潮等国內多家主流服务器厂商建立了合作关系，产品应用于服务器主板、GPU等。同时，公司在海外 大客户的导入工作正按计划推进，并已启动泰国工厂建设以提升全球服务能力。感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司重点布局的高端PCB产能供应给谁？目前拓展了哪 些客户？ ...

□ 本报记者 范昕怡 11月中旬，步入位于昆山高新区的中科可控信息产业有限公司生产车间，一股淡淡的松香味扑面而 来。"这是锡膏在焊接时散发的气味。"讲解人员介绍。 一条高度自动化的板卡生产线在眼前铺展开：高速贴片机将一个个微小的电子元器件贴装到PCB板上， 随后板卡来到带有透明视窗的波峰焊炉完成焊接，最后，经飞针测试仪等设备严格"体检"后，一块块承 载算力的服务器主板诞生了。 眼前这个看似寻常的车间内，每90秒就有一台高端整机产品完成组装并下线，设备自动化率达95%，服 务器、电子元器件等国产化率达100%，并已达到国内整机智能制造产线最高水平。 11月19日中科算网科技有限公司乔迁新址，昆山算力基础设施登上了新高度。该企业运营的昆山智能计 算中心由中国科学院院士陈国良领衔，中心搭载多种类智能计算芯片，承担各类产学研大型训练、推理 任务，目前综合算力使用率超60%。 放到更大的范围来看，昆山正向区域性算力高地迈进。昆山拥有博浩智算、世纪互联等一批算力中心， 其中博浩智算中心建成后算力规模将达到5000PFlops，成为全国唯一拥有超算、智算两大算力基础设施 的县域。 从一家企业的技术突围，到产业集群的崛起，再 ...

Group 1 - The company, Chongda Technology (002815.SZ), has notable clients in the server industry, including ZTE, H3C, and Inspur [1] - The company's products are utilized in various fields such as server motherboards, storage devices, and GPUs [1]

Core Viewpoint - Chongda Technology is actively collaborating with multiple domestic clients to develop GPU accelerator cards using PCBs, indicating a strategic focus on the AI service PCB sector [2] Group 1: Company Developments - The company is working with major clients such as H3C, Cloud Top, Baode, Inspur, Guoxin, Tongtaiyi, and ZTE to create PCB products primarily for server motherboards, storage devices, and GPUs [2] - Chongda Technology plans to increase R&D investment and optimize production capacity to enhance the performance and reliability of its PCB products for AI servers [2] Group 2: Market Outlook - The company aims to expand its customer base in the AI service PCB field, reflecting a commitment to growth in this high-demand sector [2]

Group 1 - The company is currently collaborating with several domestic clients to develop GPU accelerated card PCBs, including major clients such as H3C, Cloud Top, Baode, Inspur, Guoxin, Tongtaiyi, and ZTE [1] - The PCB products are primarily used in server motherboards, storage devices, and GPUs [1] - Looking ahead, the company plans to deepen its focus on the AI service PCB sector, increase R&D investment, optimize production capacity, and expand customer resources to provide higher performance and more reliable PCB products for AI servers and related fields [1]

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) concluded with 1,200 exhibitors and over 42,000 upstream and downstream enterprises establishing cooperation links, resulting in more than 6,000 signed cooperation agreements [2] - The event emphasized higher connectivity and collaboration among enterprises, focusing on finding partners and solutions in the context of global supply chain restructuring [2][3] - The expo highlighted the importance of supply chain stability, with industry leaders stressing that without it, product quality and competitiveness become irrelevant [3][4] Group 2 - Schneider Electric showcased its end-to-end green supply chain system, consisting of 30 factories and logistics centers in China, collaborating with over 1,600 local suppliers [5] - The digital transformation of global supply chains was a key theme, with companies like Inspur demonstrating their capabilities in cloud computing and AI to enhance supply chain efficiency [6][7] - The expo featured a new innovation chain area aimed at facilitating the transition of technological achievements from laboratories to production lines, promoting a comprehensive approach to supply chain security [7][8] Group 3 - The participation of global companies, including NVIDIA, underscored China's significant role in the global supply chain, with foreign exhibitors increasing from 26% in the first expo to 35% in the latest [9] - The event showcased China's complete industrial chain, which includes raw material procurement, manufacturing, sales, and after-sales service, positioning it as a vital player in the global supply chain [9][10] - Future opportunities and challenges for companies are closely tied to the global supply chain's transition towards resilience, digitization, and sustainability, with a focus on leveraging China's industrial advantages [10]