龙磁科技（300835.SZ）11月25日在投资者互动平台表示，从送样及交付结果来看，公司产品在材料特 性（如磁芯高频损耗控制）、环境适应性（宽温域循环）、电磁兼容性（EMC/EMI）等验证环节表现 突出。公司将继续聚焦算力场景需求，进一步提升磁性元件的效率与功率密度，为算力基础设施的升级 提供更强劲的支撑。 每经AI快讯，有投资者在投资者互动平台提问：请问公司电源产品在算力基础设施配套方面优势怎么 样？ （文章来源：每日经济新闻） ...

Core Viewpoint - The company is actively collaborating with Alibaba in the data center business, which includes both liquid cooling products and power supply products [2]. Group 1 - The company confirmed its partnership with Alibaba involves cooperation in data center operations [2]. - The collaboration encompasses both liquid cooling and power supply products [2].

Core Viewpoint - The company emphasizes a "technology-leading" development philosophy and is focused on expanding its core business while diversifying into multiple product categories [2] Group 1: Business Focus - The company is actively developing power products while also increasing investments in integrated circuits, electric drive, and data center businesses [2] - The company is committed to expanding its product categories in line with its core business strategy [2]

格隆汇11月19日丨威尔高(301251.SZ)在投资者互动平台表示，台达是公司的重要客户，公司在电源领 域技术不断更新突破，紧跟市场发展。关于产品的具体生产层级、应用领域以及客户产品情况等详细信 息，敬请参考公司公开披露的公告。 ...

Core Viewpoint - The company emphasizes that its power products are widely used across various industries, and the monthly and quarterly operational data may exhibit volatility, making it challenging to accurately reflect the overall business performance [2]. Summary by Categories - **Company Operations** - The company will ensure the objectivity and completeness of information disclosure by combining annual and semi-annual comprehensive operational data [2]. - Relevant industry operational information will be disclosed in the annual and semi-annual reports [2]. - **Industry Context** - The operational data across different time frames (monthly and quarterly) may not fully represent the company's overall operational status due to inherent fluctuations [2].

Group 1 - The core point of the news is that Magmi Tech's stock price has dropped by 5.02%, currently trading at 78.85 CNY per share, with a total market capitalization of 43.376 billion CNY [1] - Magmi Tech, established on July 29, 2003, and listed on March 6, 2017, specializes in the research, production, and sales of smart home appliance control products, industrial power supplies, and industrial automation products [1] - The revenue composition of Magmi Tech includes: smart home appliance control products (45.92%), power supply products (24.77%), new energy and rail transit components (10.87%), industrial automation (8.32%), smart equipment (5.09%), precision connections (4.37%), and others (0.66%) [1] Group 2 - Dongwu Fund has one fund heavily invested in Magmi Tech, specifically the Dongwu Anxiang Quantitative Mixed A fund, which holds 28,200 shares, accounting for 5.51% of the fund's net value [2] - The Dongwu Anxiang Quantitative Mixed A fund has a total scale of 21.384 million CNY and has achieved a return of 41.92% this year, ranking 1606 out of 8147 in its category [2] - The fund manager, Tan Jing, has been in position for 1 year and 145 days, with the fund's total assets amounting to 1.217 billion CNY [3]

人民财讯11月10日电，就"公司为阿里提供液冷及AIDC相关产品吗？"问题，科华数据（002335）11月 10日在互动平台回复，公司与其在数据中心业务(包括电源产品及液冷产品等)积极开展合作。 ...

Group 1 - The core point of the article is that Dongli Source (SH 600405) held its ninth board meeting on November 7, 2025, to discuss the authorization of the general manager's investment approval rights [1] - For the year 2024, the revenue composition of Dongli Source is as follows: data communication accounts for 35.2%, power supply for 23.65%, comprehensive energy saving for 15.02%, new energy for 12.7%, and new energy vehicle components for 9.91% [1] - As of the report date, Dongli Source has a market capitalization of 3.6 billion yuan [1]

Core Viewpoint - The company acknowledges past performance issues but emphasizes a clear long-term outlook driven by strong demand in the power equipment and renewable energy sectors [1] Group 1: Company Performance - The company has faced challenges over the past few years, including a three-year lawsuit and the construction of nearly 200 charging stations over five years, which have impacted its performance [1] - The company expresses regret for not delivering satisfactory results to shareholders during this period [1] Group 2: Industry Outlook - The company has been focused on power products for nearly 30 years, positioning itself well for growth in nuclear power expansion and the renewable energy sector [1] - There is a strong and growing demand for power equipment and renewable energy charging solutions, indicating a positive long-term market trend [1] - The statement "AI's end is computing power, and computing power's end is electricity" highlights the increasing importance of electricity in future technological advancements [1]

Core Viewpoint - Magpower (麦格米特) has evolved from a small company to a significant player in the global electrical automation industry, becoming the only A-share company in China to supply power components for NVIDIA's AI systems, showcasing its resilience and foresight in the tech landscape [1][12]. Company Development - Founded by Tong Yongsheng, who has a strong background from Huawei, Magpower has expanded from a single product line in TV power supplies to multiple sectors including smart appliances, renewable energy, and industrial automation [4][8]. - The company has a market capitalization of 42.7 billion yuan, with a stock price increase of over 943% since its IPO [1]. Financial Performance - For the first three quarters of 2025, Magpower reported revenues of 6.79 billion yuan, a year-on-year increase of 15.05%, but net profit decreased by 48.29% to 210 million yuan [15][16]. - The gross margin for the first three quarters was 21.83%, down 3.83% year-on-year, indicating challenges in maintaining profitability [17]. AI Market Position - Magpower is positioned as a key supplier in the AI server power market, having developed various products such as Power Shelf and BBU Shelf, but is still in the early stages of mass production for AI server power orders [12][18]. - The global AI server power market is projected to grow significantly, from $2.846 billion in 2024 to $60.81 billion by 2031, with a compound annual growth rate of 45% [18]. R&D and Innovation - The company has established 10 R&D centers and 9 manufacturing bases globally, employing over 2,800 R&D personnel, with R&D expenses reaching 514 million yuan, accounting for 11% of sales revenue [13]. - Magpower has been actively engaging with both domestic and international clients to leverage its technological advantages in the AI infrastructure demand [19].