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算力硬件板块集体走强,胜宏科技市值突破1200亿,英伟达GB300芯片9月出货
Jin Rong Jie· 2025-07-03 04:43
7月3日早盘,算力硬件板块再度展现强劲势头。胜宏科技延续上涨态势,涨幅超过4%,股价再次刷新 历史高点,总市值成功突破1200亿元大关。 与此同时,工业富联表现同样亮眼,涨幅接近8%。德科立、广合科技、中京电子、新亚电子、立讯精 密等相关个股纷纷跟随上涨,整个板块呈现出集体走强的态势。 消息层面显示,英伟达GB200芯片量产已进入关键阶段。下一代AI服务器核心芯片GB300计划于2025年 下半年正式推向市场。广达电脑方面透露,GB300项目目前严格按照既定计划推进,相关测试工作正在 进行中,同时与客户的验证程序也在同步开展。 据广达电脑预计,GB300产品将于9月开始出货。这一时间节点的确定,为整个产业链提供了明确的发 展预期。 技术规格方面,GB300相较于前代产品实现了显著提升。推理性能较HopperH100架构提升1.7倍,内存 配置增加至1.5倍,网络带宽实现翻倍增长。单个节点的算力可达到40petaflops的惊人水平。 这一技术进步将推动AI服务器功耗大幅提升。传统铅蓄电池方案已无法满足更高功率密度的需求。 GB300AI服务器有望采用超级电容BBU解决方案,为相关产业带来新的增长机遇。 德福科 ...
乘风而起 聚链成势 新疆塔城风能产业集群崛起
Yang Guang Wang· 2025-05-26 02:03
央广网塔城5月25日消息(记者姜茸)在祖国西北边陲,新疆塔城地区依托老风口——玛依塔斯、禾角克——铁列 克提两大国家级风区,凭借新疆塔城重点开发开放试验区建设的东风,形成从叶片生产、塔筒制造到整机组装的 完整产业链,通过项目落地使绿电赋能产业升级,为"双碳"目标实现和共建"一带一路"贡献强劲动能。 产业集群:从戈壁荒滩到跨境制造枢纽 在新疆塔城重点开发开放试验区先行发展区三一(塔城)风电设备有限公司,车间内6条生产线正满负荷运转,在 露天仓储区工人们正在精心包裹着巨大的风机叶片,即将运往托里县境内的老风口…… 三一(塔城)风电设备有限公司在检查风力发电机叶片 (央广网发 马晓杉 摄) 6.04米/秒的优质风能资源,托里县规划风电和光伏总容量达2180万千瓦,其中,风区规划装机容量1660万千瓦, 已建成并网发电新能源装机140万千瓦,在建风电规模536万千瓦。" 近年来,托里县将风力资源化害为利,大力推进清洁能源开发利用,成功吸引十余家风电企业入驻。其中,风区 规划装机容量1660万千瓦,占地面积3896.89平方公里,已建成并网发电新能源装机140万千瓦,在建风电规模536 万千瓦。 在托里绿色智算产业园区 ...
江海股份:公司信息更新报告:2025Q1业绩稳健增长,AI服务器超容打开长期空间-20250428
KAIYUAN SECURITIES· 2025-04-28 06:23
Investment Rating - The investment rating for Jianghai Co., Ltd. is maintained as "Buy" [1][4] Core Views - In Q1 2025, Jianghai Co., Ltd. achieved a revenue of 1.158 billion yuan, representing a year-on-year increase of 10.14% and a quarter-on-quarter decrease of 8.79%. The net profit attributable to shareholders was 152 million yuan, up 11.04% year-on-year but down 5.16% quarter-on-quarter. The company is actively advancing its AI server supercapacitor projects, indicating a robust long-term market potential [4][6] - The company has adjusted its profit forecasts for 2025 and 2026 to 821 million yuan and 993 million yuan, respectively, while introducing a new forecast for 2027 at 1.146 billion yuan. The current stock price corresponds to a PE ratio of 18.6 for 2025, 15.4 for 2026, and 13.3 for 2027, suggesting a favorable valuation given the growth prospects in the supercapacitor business [4][6] Financial Summary - For Q1 2025, Jianghai Co., Ltd. reported a gross margin of 24.32%, a slight increase of 0.74 percentage points year-on-year, and a net profit margin of 13.21%, which is stable compared to the previous year [4][8] - The company expects steady growth in its main business areas, particularly in aluminum electrolytic capacitors and film capacitors, driven by recovering demand in downstream sectors such as photovoltaics and automotive [5][6] - The financial projections indicate a revenue increase from 4.845 billion yuan in 2023 to an estimated 7.921 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 15.8% [8][10]
江海股份(002484):公司信息更新报告:2025Q1业绩稳健增长,AI服务器超容打开长期空间
KAIYUAN SECURITIES· 2025-04-28 05:53
Investment Rating - The investment rating for Jianghai Co., Ltd. is "Buy" (maintained) [1] Core Views - In Q1 2025, Jianghai Co., Ltd. achieved a revenue of 1.158 billion yuan, representing a year-on-year increase of 10.14% and a quarter-on-quarter decrease of 8.79%. The net profit attributable to shareholders was 152 million yuan, up 11.04% year-on-year but down 5.16% quarter-on-quarter. The company is continuing to advance its supercapacitor projects for AI servers, indicating a broad long-term market potential [4][6] - The company has adjusted its profit forecasts for 2025 and 2026, now expecting net profits of 821 million yuan and 993 million yuan respectively, with a new forecast for 2027 at 1.146 billion yuan. The current stock price corresponds to a PE ratio of 18.6 for 2025, 15.4 for 2026, and 13.3 for 2027 [4][6] Financial Summary - For Q1 2025, Jianghai Co., Ltd. reported a gross margin of 24.32%, a net margin of 13.21%, and a year-on-year increase in gross margin of 0.74 percentage points. The company is expected to maintain steady growth in its main business due to recovering demand in downstream sectors such as photovoltaics and automotive [4][5] - The company’s revenue and profit are projected to grow steadily, with expected revenues of 5.778 billion yuan in 2025, 6.842 billion yuan in 2026, and 7.921 billion yuan in 2027, reflecting year-on-year growth rates of 20.2%, 18.4%, and 15.8% respectively [8][10]
湖南艾华集团股份有限公司关于注销可转换公司债券募集资金专项账户的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603989 证券简称:艾华集团 公告编号:2025-015 公司及子公司新疆荣泽可转债募集资金专用账户开立情况如下: ■ 三、可转换公司债券募集资金专户销户情况 湖南艾华集团股份有限公司 关于注销可转换公司债券募集资金专项账户的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 一、可转换公司债券募集资金基本情况 经中国证券监督管理委员会《关于核准湖南艾华集团股份有限公司公开发行可转换公司债券的批复》 (证监许可[2017]2350号)核准,湖南艾华集团股份有限公司(以下简称"公司")于2018年3月2日向社 会公开发行6,910,000张可转换公司债券(以下简称"可转债"),发行价格为人民币100元/张,募集资金 总额691,000,000.00元人民币,期限为6年,扣除发行费用13,930,283.02元后,公司实际募集资金净额 677,069,716.98元,上述募集资金于2018年3月8日全部到位。天职国际会计师事务所(特殊普通合伙) 于2018年3月12 ...