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麦捷科技(300319.SZ):已启动针对机器人伺服系统、控制模块、传感器等关键部件电感产品的技术适配
Ge Long Hui· 2025-09-29 07:27
格隆汇9月29日丨麦捷科技(300319.SZ)在投资者互动平台表示,具体合作中,公司主要根据客户在服务 器、通信设备、算力终端等不同应用场景的需求,提供相应的电感解决方案。由于客户合作细节涉及商 业秘密,不便披露具体合作金额或订单规模等个性化信息,请予谅解!在机器人领域的产品导入进展方 面,公司已启动针对机器人伺服系统、控制模块、传感器等关键部件电感产品的技术适配,目前与多家 产业相关厂商推进产品的送样测试工作,后续公司也将持续跟进送样产品的测试反馈,积极推动合作落 地。 ...
帮主郑重聊摩尔线程IPO:20年财经老炮带你扒透背后9家关联公司
Sou Hu Cai Jing· 2025-09-22 00:49
Group 1 - The core point of the article is the significant developments surrounding Moore Threads, which is preparing for a listing on the STAR Market, and the potential investment opportunities related to companies involved with it [1] Group 2 - Companies holding shares in Moore Threads include Heertai, which has a book value of 306 million yuan for its 1.0262% stake, and Zhongke Lanyun, which holds a total of 0.5% through direct and indirect shares [3] - Unimei Holdings has invested 100 million yuan in Moore Threads through its wholly-owned subsidiary, indicating strong interest in this venture [3] - Initial Ling Information has invested in a fund that holds approximately 2.12% of Moore Threads, representing a layered investment approach [3] - Shengyuan Environmental Protection has invested nearly 30 million yuan in Moore Threads through a fund subscription made in 2021, holding 0.2423% [3] - Wanhe Electric has indirect exposure through the Qianhai Mother Fund, which holds over 186 million shares, resulting in a beneficiary ratio of 0.4664% [3] Group 3 - Companies collaborating directly with Moore Threads include Haoshanghao, which is focused on GPU rendering and AI data center products, providing both products and technical support [4] - Donghua Software is engaged in deeper collaboration with Moore Threads, focusing on software adaptation and market promotion [4] - Majie Technology is supplying inductive products to Moore Threads, with potential for increased supply share as the partnership deepens [4]
请问贵司给摩尔线程提供的电感产品实现批量供货了吗?麦捷科技:目前已有部分电感产品供应所述厂商
Mei Ri Jing Ji Xin Wen· 2025-08-26 10:50
Group 1 - The company has begun supplying some inductive products to Moer Thread and plans to increase supply as the collaboration deepens [2] - The interaction indicates a positive response from investors regarding the company's partnership with Moer Thread [2] - The company is actively engaging with investors to provide updates on its supply chain and partnerships [2]
麦捷科技:电感产品现已供应多个国内算力芯片、服务器厂商
Ge Long Hui· 2025-08-13 09:02
格隆汇8月13日丨麦捷科技(300319.SZ)于投资者互动平台表示,公司电感产品现已供应多个国内算力芯 片、服务器厂商,具体客户信息请以公司对外披露的公告内容为准。 ...
麦捷科技(300319.SZ):电感产品现已供应多个国内算力芯片、服务器厂商
Ge Long Hui· 2025-08-13 08:45
格隆汇8月13日丨麦捷科技(300319.SZ)于投资者互动平台表示,公司电感产品现已供应多个国内算力芯 片、服务器厂商,具体客户信息请以公司对外披露的公告内容为准。 ...
顺络电子股价微涨0.28% 公司称电感技术比肩国际水平
Sou Hu Cai Jing· 2025-07-30 12:04
公司近期在互动平台回应投资者称,其产品具有核心竞争力,与全球主要行业标杆企业建立了长期合作 关系。但受保密协议限制,具体客户信息不便披露。 截至2025年7月30日收盘,顺络电子股价报28.84元,较前一交易日上涨0.28%。当日成交额达4.71亿 元,换手率为2.17%。 7月30日数据显示,顺络电子主力资金净流入4074.83万元,占流通市值的0.19%。 顺络电子属于电子元器件行业,专注于电感产品的研发与生产。公司表示其电感产品技术水平已与国际 知名厂商相当,并拥有全球领先的客户群体。 来源:金融界 风险提示:股市有风险,投资需谨慎。 ...
顺络电子:公司属于基础电子元器件行业
Zheng Quan Ri Bao Wang· 2025-07-30 10:48
Core Viewpoint - The company, Sunlord Electronics (002138), emphasizes its commitment to the basic electronic components industry and its focus on core business development, showcasing its competitive edge in inductor products that match the technology level of globally renowned electronic component manufacturers [1] Company Overview - Sunlord Electronics has maintained a long-term cooperation strategy with a leading global customer base, which includes benchmark enterprises across major related industries [1] - The company’s product offerings possess core competitiveness, indicating a strong position in the market [1] Customer Relationships - The company adheres to a major customer strategy, establishing long-term partnerships with key clients [1] - Specific customer information is not disclosed due to confidentiality agreements [1]
顺络电子:电感产品技术水平与全球知名电子元器件厂商比肩
Jin Rong Jie· 2025-07-30 00:51
Core Viewpoint - The company has demonstrated strong R&D capabilities through the continuous launch of new products, but faces challenges in entering the supply chains of top tech giants like Apple and Nvidia, indicating a highly stable supply chain for these companies and potential barriers for new entrants [1] Group 1: Company Positioning - The company operates in the basic electronic components industry and has focused on its core business since its establishment [1] - The technical level of the company's inductive products is on par with globally recognized electronic component manufacturers, showcasing its core competitiveness [1] - The company adheres to a major customer strategy and has established long-term cooperative relationships with leading global clients across key industries [1] Group 2: Customer Relationships - The company has a global leading customer base that includes benchmark enterprises in major related industries [1] - Specific customer information cannot be disclosed due to confidentiality agreements [1]
龙磁科技(300835) - 300835龙磁科技投资者关系管理信息20250727
2025-07-27 11:26
Business Structure - The company operates in three main business segments: permanent magnet, soft magnet, and inductance. The permanent magnet ferrite segment has a production capacity of 50,000 tons and is a leading player in the industry, with applications in automotive, variable frequency appliances, and power tools [2][4]. - The soft magnet segment has established a production capacity of nearly 10,000 soft magnetic powder cores at the Anhui Jinzhai production base, with a factory in Thailand under construction [2][6]. - The inductance business, a recent focus, has successfully developed chip inductors and has entered the supply chains of leading industry clients [2][7]. Market Trends - The demand for permanent magnet ferrite is expected to continue growing due to its adaptability to technological advancements, cost advantages, and expanding application scenarios [3][4]. - The company maintains a high gross margin for permanent magnet ferrite products due to technological advantages, cost control, and a focus on high-end clients [4]. Regulatory Impact - The national export control policy on rare earths does not significantly impact the company's business, as the primary raw material for permanent magnet ferrite is iron oxide, which is not subject to these controls [5]. Future Development Plans - The company aims to enhance its soft magnet product applications in the automotive and variable frequency appliance sectors, focusing on power modules and charging stations for electric vehicles [6]. - Plans for international expansion include establishing localized production bases in Southeast Asia to optimize supply chain resilience and reduce trade barriers [6]. - The chip inductor business is positioned as a second growth curve, with a focus on high-precision and high-frequency products, targeting high-end markets such as AI servers and automotive electronics [7][8]. Strategic Advantages - The company's success in the chip inductor market is attributed to its material technology accumulation, strategic resource allocation, and ability to meet stringent performance standards set by leading automotive clients [8].
龙磁科技(300835) - 300835龙磁科技投资者关系管理信息20250429
2025-04-30 01:14
Group 1: Financial Performance - In 2024, the company achieved a revenue of 1.17 billion CNY, with a net profit of 111 million CNY, representing a year-on-year growth of 9.33% and 50.11% respectively [2] - In Q1 2025, the company reported a revenue of 257 million CNY and a net profit of 28.47 million CNY, indicating stable overall operations [2] Group 2: Business Segments - The permanent magnet business is the company's pillar industry and main profit source, with production capacity expected to reach 50,000 tons this year [2] - The company has increased investment in soft magnetic business, with expectations of improved shipment volumes this year [3] Group 3: Market Strategy and Risks - Direct exports to the U.S. account for less than 3% of the company's total, minimizing the impact of U.S. tariffs on overall export scale and profit levels [3] - The company maintains a diversified market strategy, actively exploring global markets to mitigate trade risks [3] Group 4: Production Capacity and Expansion - The company aims to achieve a long-term target of 60,000 tons of permanent magnet ferrite capacity, with cautious capacity deployment based on market conditions [3] - The Vietnam factory's permanent magnet capacity has been expanded to 10,000 tons/year, while the Thai soft magnetic factory is planned to have a capacity of 8,000 tons [4] Group 5: Product Development and Innovation - The company is focusing on chip inductors and automotive inductors, responding to the growing demand in AI computing and automotive electronics [4] - Continuous optimization of product performance and quality is underway to meet diverse market needs [4]