欧陆通-与美国云服务商的研发合作,2027 年或贡献销售收入

21 January 2026 | 9:00AM CST Equity Research AI Robotics & Power Field Trip Takeaways: Honor (300870.SZ, NC): R&D partnership with a US CSP, potential sales contribution in 2027 We visited Shenzhen Honor Electronic (300870.SZ, Not Covered) as part of our China AI Robotics & Power field trip on Jan 19. The company has reached an R&D partnership with a US CSP for next-generation server power supplies, with potential sales contribution in 2027 after sampling and production test in 2026. 10% wallet share within ...