格隆汇9月26日丨崇达技术(002815.SZ)在投资者互动平台表示，公司服务器客户包括中兴、新华三、浪 潮等行业知名企业，产品应用于服务器主板、存储设备及GPU等领域。 ...

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]