证券日报网12月10日讯美信科技（301577）在回答调研者提问时表示，公司产品可适配AI服务器、工 业机器人、数据中心等多领域应用需求，且已通过国际及国内核心客户的相关测试与认证程序。 ...

编号：2025-011 | | 特定对象调研 分析师会议 | | --- | --- | | | 媒体采访 业绩说明会 | | 投资者关系活动类别 | 新闻发布会 路演活动 | | | 现场参观 其他 | | 参与单位名称及人员姓名 | 中金公司 江鹏 | | 时间 | 2025 年 12 月 10 日 | | 地点 | 美信科技会议室 | | 上市公司接待人员姓名 | 董事会秘书 王丽娟 交流主要内容如下： | | | 1、公司产品是否适用于 服务器？是否有目标客户？ AI | | | 【回复】公司产品可适配 AI 服务器、工业机器人、数据中 | | | 心等多领域应用需求，且已通过国际及国内核心客户的相关 | | 投资者关系活动主要内容介绍 | 测试与认证程序。 | | | 2、随着 AI 领域算力基础设施建设的持续推进，部分元器件 | | | 的市场需求激增，叠加物料成本上涨因素，部分元器件厂商 | | | 已启动调价。请问公司产品是否面临成本压力，以及是否存 | | | 在相关产品调价计划？ | | | 【回复】针对物料成本波动可能产生的潜在影响，公司已建 | | | 立完善的成本控制 ...

Group 1: Financial Performance - The company's third-quarter revenue increased, primarily driven by steady growth in the network communication market [2] - Net profit declined significantly due to the automotive electronics division still being in the process of advancing key projects and major clients, which have not yet reached breakeven [2] - Customized products require a verification period before mass production and delivery, which is essential for future performance growth [2] Group 2: Product Adaptation and Market Expansion - The company's products are compatible with various fields, including servers, industrial robots, and data centers, and have successfully passed tests and certifications from both international and domestic core clients [2] - This achievement highlights the company's core technological strength and product adaptability, breaking the monopoly of foreign manufacturers in high-end sectors and opening up broader market growth opportunities [2] Group 3: Future Growth and Expansion Plans - The Bay Area industrial park's operation will effectively support the expansion of order scale, continuously meet market growth demands, and further enhance the company's market share, providing strong support for future overall performance growth [3] - The company has initiated overseas expansion efforts, with a factory established in Thailand that has successfully obtained certification and is currently under renovation, expected to be operational in the first quarter of 2026 [3]