（文章来源：证券日报） 证券日报网讯 1月26日，华菱线缆在互动平台回答投资者提问时表示，安徽三竹智能科技股份有限公司 与湖南星鑫航天新材料股份有限公司不是同一企业。三竹智能主营产品是连接器及组件，该类产品是工 业自动化、机器人、航天及军工等高端运用场景中的关键接口和"最后一环"，本次并购有利于构建公司 的集成化、系统化整体解决方案能力，是公司从线缆制造商向战略新兴、国防现代化系统集成商迈进的 重要举措。 ...

Core Viewpoint - The company is focusing on the market opportunities arising from the accelerated implementation of domestic AI computing power infrastructure [1] Group 1: Market Opportunities - The company has achieved application of its products in multiple mainstream equipment manufacturers [1] - The company is collaborating or promoting project cooperation with internet application clients such as Alibaba, Tencent, and ByteDance [1] Group 2: Business Expansion - The company plans to add new production lines for connectors and components to expand its product capacity [1] - The expansion aims to further consolidate and increase the company's market share in the connector industry, enhancing overall competitiveness [1]

Group 1 - The core viewpoint is that Jin Xin Nuo is expanding its production capabilities in MTP/MPO overseas, driven by the rapid development of data centers and cloud computing, while enhancing its market share and competitive strength through technological and strategic reserves [2] - Jin Xin Nuo has focused on the data center and supercomputing sectors, as well as high-speed bare wires, components, and connectors in recent years [2] - The high-speed bare wire business is currently experiencing rapid growth, with successful R&D and mass production of high-end internal and external wires such as PCIe 5.0, PCIe 6.0, X112, and X224, supported by over 40 product patents [2] Group 2 - In response to the global demand for AI computing power, Jin Xin Nuo is leveraging its high-speed cable technology breakthroughs and global delivery capabilities to build strategic advantages in the data communication sector [3] - New technologies have significantly enhanced the competitiveness and market appeal of Jin Xin Nuo's products, leading to more new orders from major domestic server manufacturers like Inspur, ZTE, and Sugon, while also achieving breakthroughs in overseas markets [3] - The new technologies have improved product performance and stability, reduced defect rates in production, and increased production efficiency, enabling faster market response and higher customer satisfaction [3] - Jin Xin Nuo's server high-speed cables, connectors, and components have achieved stable mass delivery to top domestic and international clients on the Birch Steam platform (PCIe 5.0), with ongoing growth [3] - The company has also developed products compatible with Intel's next-generation Oak Stream platform (PCIe 6.0), positioning itself among the leading domestic manufacturers in technology [3]