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核聚变相关电源
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公司互动丨这些公司披露在机器人、液冷等方面最新情况
Di Yi Cai Jing· 2025-08-20 15:15
Robotics - Xince Standard: The joint venture Xince Standard (Suzhou) Robot Technology Co., Ltd. has not generated any business revenue [1] - High Measurement Co.: The composite tungsten wire tendon rope used in humanoid robots has formed small batch orders [1] - Hongqi Chain Store: The company's robot project is currently under development [1] - Shuangfei Group: The company will actively seek cooperation opportunities with humanoid robot clients [1] Liquid Cooling - Hu塑科技: The company has not yet cooperated with Vidi Technology to develop a dedicated BMU solution for liquid cooling systems [1] Other Developments - Aerospace Electric: The company's connectors, cables, and motors have been applied in supporting new energy vehicles [1] - Zhuoyi Information: The company's BIOS products have a layout in the Harmony ecosystem [1] - Fuxin Technology: The company has initiated the development of the Micro TEC project for 1.6T optical modules [1] - Qiaofeng Intelligent: The company's CNC machine tool products can be applied in the processing of folding screen structural components [1] - Airo Energy: The company's technology and products do not involve AIDC [1] - Sande Technology: There is strong demand, and the revenue growth of the company's unmanned intelligent equipment is sustainable [1] - Yingjie Electric: The demand for nuclear fusion-related power supplies may form an increment in the second half of this year and the first half of next year [1] - Tongguan Copper Foil: The company has sufficient orders for copper foil products, and prices will be adjusted according to market conditions [1]
英杰电气:核聚变相关电源需求在今年下半年和明年上半年可能形成增量
Core Viewpoint - The company has been engaged in the power supply business for nuclear fusion for several years, with most of the business requiring bidding and some based on long-term stable partnerships [1] Industry Summary - The nuclear fusion industry has seen certain technological breakthroughs, which are expected to accelerate the commercial application process [1] - There is potential for increased power supply demand in the second half of this year and the first half of next year, depending on the procurement progress of various projects [1] - The company's impact from this industry will depend on the outcomes of future project bidding and order signing [1]