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用于AI及存储服务器的高速线缆连接组件
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电连技术(300679.SZ):用于AI及存储服务器的高速线缆连接组件产品目前营收占比较小
Ge Long Hui· 2025-09-16 06:52
Core Viewpoint - The company is focusing on enhancing its technology and expanding production capacity for high-speed cable connection components used in AI and storage servers, despite currently having a small revenue share in this rapidly growing market dominated by foreign connector manufacturers [1] Group 1: Company Insights - The company's revenue from high-speed cable connection components for AI and storage servers is currently small [1] - The company is increasing efforts to improve technology and expand production capacity in this segment [1] Group 2: Industry Overview - The market demand for high-speed cable connection components is growing rapidly [1] - The competitive landscape is primarily dominated by foreign connector manufacturers, which hold a significant portion of the market share [1]