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Guanghe Technology (001389.SZ): The shipment value of PCIe 5.0 Server products has exceeded 70% of the Server Business.
Gelonghui reported on February 28 that Guanghe Technology (001389.SZ) stated in a recent investor relations activity that by the end of 2024, the shipment value of pcie 5.0 server products will account for more than 70% of the server business.
Guanghe Technology (001389.SZ): It is expected that by 2025, the production capacity of the two factories in Guangzhou will exceed 3.6 billion.
On February 28, Gelonghui reported that Guanghe Technology (001389.SZ) recently stated in an investor relations activity that the two plants in Guangzhou are continuously undergoing technological upgrades, and it is expected that by 2025, the production capacity of the two plants in Guangzhou will exceed 3.6 billion, the production capacity of the Huangshi plant will be around 0.8 billion, and the planned production capacity of phase one of the Thailand plant is 2 billion.
Guohe Technology (001389.SZ): maintaining close cooperation with mainstream Server customers both domestically and internationally.
On February 12, Gelonghui reported that Guanghe Technology (001389.SZ) stated on the investor interaction platform that the company's main Business is the research, production, and sales of PCBs, which are widely used in Servers, Consumer Electronics, industrial control, security electronics, communication, Autos electronics, and other fields. The company has focused on and deeply cultivated the server PCB business for many years, maintaining close cooperation with major server customers both domestically and internationally, and actively seizing development opportunities brought by various products.
DeepSeek has sparked a local deployment boom of large models, and AIPC is expected to lead the way.
① With the rise in popularity of DeepSeek, there has been a surge in local deployment of large models and edge-side AI. Several AIPC-related companies have officially announced their integration with DeepSeek. ② GTJA's latest report indicates that compared to Other terminals, PCs possess productivity tool attributes, and users are more focused on performance experience, making them the preferred terminals for larger-scale local models.
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