格隆汇9月4日丨崇达技术(002815.SZ)在投资者互动平台表示，公司800G光模块PCB目前正处于客户样 品测试阶段，其需通过多轮严苛测试认证，验证周期较长。具体客户及项目进展因恪守商业保密协议不 便披露。 ...

人民财讯9月4日电，崇达技术(002815)9月4日在互动平台称，公司800G光模块PCB正处于客户样品测试 阶段，其需通过多轮测试认证，验证周期较长。具体客户及项目进展因恪守商业保密协议不便披露。 转自：证券时报 ...

董秘回答(崇达技术SZ002815)： 尊敬的投资者，您好。公司800G光模块PCB目前正处于客户样品测试阶段，其需通过多轮严苛测试认 证，验证周期较长。具体客户及项目进展因恪守商业保密协议不便披露。公司正积极推进相关准备工 作，感谢您的关注。查看更多董秘问答>> 投资者提问： 董秘您好，公司与中际旭创有没有技术或者产品合作？公司有没有与光模块龙头企业等进行接触？ 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

崇达技术（002815.SZ）9月4日在投资者互动平台表示，公司具备AI服务器PCB等高多层板技术实力， 与安费诺等国际知名客户保持良好合作。具体客户及产品应用因涉及商业敏感信息不便披露。公司将持 续聚焦高端市场，提升核心竞争力。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：具机构最新研报，崇达技术是中国PCB领域的重要企 业，其AI服务器PCB通过了英伟达GB300架构认证，公司的王牌产品如70层高多层板、800G光模块 PCB、28层HDI板等，打破了海外垄断，单板价值量是传统产品的5-8倍。不过，崇达技术没有直接供应 英伟达，而是通过安费诺等二级供应商间接供应通信背板PCB产品，成为公司迈向PCB龙头之一的重要 一步，公司有这方面的意向？ ...

Core Insights - The global demand for AI computing power is experiencing unprecedented explosive growth, while the process of domestic substitution is accelerating [1] - The A-share market is witnessing significant development in three major technology sectors: computing power, CPO (Co-Packaged Optics), and PCB (Printed Circuit Board) [1] Group 1: Computing Power Infrastructure - Gansu Qingyang has successfully deployed a domestic 100,000-card intelligent computing cluster, utilizing a fully autonomous architecture and Ascend chips, marking a significant advancement in China's computing power infrastructure [1] - This achievement breaks international technological barriers and signifies a leap from "usable" to "optimal" computing power infrastructure [1] Group 2: CPO Technology - CPO technology integrates optical modules with chip packaging, significantly reducing signal transmission losses and greatly enhancing the energy efficiency and bandwidth of data centers and AI servers [1] - Morgan Stanley predicts that the CPO market will surge from $8 million in 2023 to $9.3 billion by 2030, with a staggering compound annual growth rate (CAGR) of 172% [3] Group 3: PCB Market - The PCB sector is also showing strong growth, driven by the rapid increase in AI inference demand, with applications in servers, switches, and optical modules [3] - Prismark forecasts that the AI server PCB market will achieve a CAGR of 32.5% from 2023 to 2028 [3] Group 4: Investment Opportunities - ZTE Corporation is actively pursuing a "computing power network" strategy, providing comprehensive ICT infrastructure solutions and has won multiple domestic intelligent computing center projects [4] - ZTE has collaborated with NVIDIA to develop a 51.2T CPO switch, setting a new industry record for single-chip bandwidth, which is already applied in Meta's data center [4] - Huada Technology, a leading AI server PCB supplier, has orders booked until 2026 and has made significant breakthroughs in 800G optical module PCB signal integrity [4] - Shengyi Technology, the second-largest copper-clad laminate manufacturer globally, holds over 20% market share in the high-frequency and high-speed CCL market and has achieved a 99.5% yield rate for 800G optical modules [5] - The company has also developed high thermal conductivity PCBs for liquid-cooled servers, successfully applied in the 100,000-card intelligent computing cluster in Qingyang [5] - The top potential stock, H3C, leads the domestic switch market and ranks among the top three globally in AI server shipments, having launched the 51.2T 800G CPO silicon optical switch [4][5]

Group 1 - Institutional trading saw 34 stocks listed, with 14 net purchases and 20 net sales [1] - The top three stocks with the highest institutional purchases were Zhongchao Holdings (115 million), Zhongke Magnetic (55.82 million), and Jinchengzi (37.81 million) [1] - Zhongchao Holdings announced that its subsidiaries won multiple power cable projects with a total bid amount of 1.061 billion, accounting for 19.29% of the company's audited revenue for 2024 [3] Group 2 - The PCB sector is experiencing strong performance, particularly among AI-related companies, with significant year-on-year revenue growth but slowing month-on-month momentum [3] - Key applications for products from Kexiang Co. include automotive electronics, new energy, and communication networks, with ongoing development of 800G optical module PCB products [3] - Yihua New Materials produces electronic circuit copper foil, which is a crucial material for PCB manufacturing [4] Group 3 - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25 in Suzhou, highlighting the industry's focus on solid-state battery technology [5] - Nord Co. reported rapid mass adoption of its 4.5-micron lithium battery copper foil, with successful production of 3-micron copper foil and its application in solid-state batteries [6] - Xinyu Co. is accelerating the establishment of a solid-state battery laboratory and advancing the research of halide solid electrolyte materials [6]