Power Block
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新雷能(300593.SZ):Power lock已经处于内部测试阶段,VPD产品已有国内客户提出需求
Ge Long Hui· 2025-12-18 07:31
格隆汇12月18日丨新雷能(300593.SZ)在投资者互动平台表示,关于三次电源公司和ADI目前没有合作。 公司的三次电源产品包括Power Block和VPD两类产品,其中Power lock 已经处于内部测试阶段,VPD 产品已有国内客户提出需求。 ...
新雷能:关于三次电源,公司和ADI目前没有合作
Mei Ri Jing Ji Xin Wen· 2025-12-18 03:49
每经AI快讯,有投资者在投资者互动平台提问:请问公司和ADI在三次电源方面有合作吗?公司三次电 源的进展情况如何? 新雷能(300593.SZ)12月18日在投资者互动平台表示,关于三次电源,公司和ADI目前没有合作。公 司的三次电源产品包括Power Block和VPD两类产品,其中Power Block已经处于内部测试阶段,VPD产 品已有国内客户提出需求。 (记者 王瀚黎) ...
新雷能:公司产品可以覆盖数据中心所需的一次、二次和三次电源,可提供全系列的电源解决方案
Mei Ri Jing Ji Xin Wen· 2025-12-03 08:25
Core Viewpoint - The company, Xinlei Energy (新雷能), has made progress in the research and development of server power supplies, offering a comprehensive range of power solutions for data centers [2] Group 1: Product Offerings - The company provides a full series of power solutions required by data centers, including primary, secondary, and tertiary power supplies [2] - Primary power supplies include HVDC power, PSU power, and CRPS power [2] - Secondary power supplies consist of various bus converters and ratio converters [2] - Tertiary power products include Power Block and VPD [2] Group 2: Clientele - The company is currently supplying server power to various companies, although specific names were not disclosed in the interaction [2]
新雷能(300593.SZ):二次电源产品已经向部分客户开始送样
Ge Long Hui· 2025-12-03 07:14
格隆汇12月3日丨新雷能(300593.SZ)在投资者互动平台表示,在海外市场公司合作伙伴为ADI,ADI与 其他厂商进行商务合作,具体客户主要由ADI进行推进。在国内市场公司已经完成3.6KW以下全系列 CRPS服务器电源的开发,该类产品已实现收入,较上年有所上升,但因市场推广因素未达到预期;二 次电源产品已经向部分客户开始送样;三次电源中Power Block已经处于内部测试阶段,VPD产品已有 客户提出需求。 ...
新雷能:华夏基金、兴全基金等多家机构于12月2日调研我司
Sou Hu Cai Jing· 2025-12-03 01:21
Core Viewpoint - The company, Xinle Energy, focuses on specialized power supply solutions and is expanding its investments in integrated circuits, electric motors, and power supply products for data centers and commercial aerospace. Group 1: Company Strategy - The company is concentrating on specialized power supply fields and increasing investments in integrated circuits, electric motors, and equipment-level power supplies [2] - Future strategies include refining, strengthening, and enhancing high-end projects in specialized fields [15] Group 2: Data Center Power Supply - The company offers a comprehensive range of power solutions for data centers, including HVDC power, PSU power, and CRPS power, as well as various secondary and tertiary power products [3] - The theoretical capacity for modular products is 500 million yuan, while non-modular products have a theoretical capacity of 400 million yuan, with plans for expansion based on order demand [8] - The company has completed the development of a full range of CRPS server power supplies below 3.6KW, which have started generating revenue [10] Group 3: Partnerships and Collaborations - The company collaborates with ADI in the data center sector, utilizing ADI chips and engaging in joint development [4] - Secondary power products with ADI have entered small batch production, with additional products expected to follow [6] Group 4: International Expansion - The company is planning to establish a new production line in Malaysia, currently in the filing process, with future investments contingent on market demand [9] Group 5: Financial Performance - For the first three quarters of 2025, the company reported a main revenue of 929 million yuan, a year-on-year increase of 36.16%, and a net profit of -89.86 million yuan, up 34.71% [18] - The gross margin stands at 40.04%, with a debt ratio of 41.41% [18]