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瞄准AI算力中心“数据动脉” 美克家居拟收购高速铜缆龙头万德溙光电
Group 1 - The core point of the article is that Meike Home (600337) plans to acquire control of Shenzhen Wandeng Optical Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [1] - Wandeng Optical specializes in the research, production, and sales of high-speed interconnect cable components and modules for AI computing clusters and data centers, being the first in the Chinese market to mass-produce and deliver 400G/800G AEC products to North American clients [1] - The company has achieved a nearly 70% share of the global market for cumulative shipments of its products over the past three years, with its 800G loopback module being the top seller globally [1] Group 2 - The domestic data center cable and module market is experiencing exponential growth in demand for computing power, data transmission speed and quality, heat management, and energy management due to the explosive growth of AI applications globally [2] - Lixun Precision, a leading industry player, has proactively positioned itself in the data center components market by innovatively creating a comprehensive solution for core components aimed at AI cabinets, which includes high-speed copper interconnects and thermal management [2] - The acquisition transaction is still in the planning stage, with Meike Home having signed a letter of intent for the equity acquisition and preliminarily identifying Shenzhen Wandeng Yasheng Technology Enterprise (Limited Partnership) as the transaction counterparty [2]