No Data
No Data
Shenzhen Woer Heat-Shrinkable Material (002130.SZ): The main customers of high-speed communication cables include international customers such as Amphenol, Oxley, Molex, and Teke.
On September 25th, Shenzhen Woer Heat-Shrinkable Material (002130.SZ) stated on the investor interaction platform that the company's high-speed communication cables are mainly used in the datacenter, high-performance computing and data communication fields, as well as high-speed communication locations such as mobile network exchange centers, base station sites, to achieve high-speed data transmission. The main customers of the company's high-speed communication cables include international clients such as Amphenol, Oxley, Molex, and TE Connectivity; as well as domestic connector companies like Luxshare, Infinion, used by domestic server manufacturers.
Shenzhen Woer Heat-Shrinkable Material (002130.SZ): The company has received orders for 26AWG and 27AWG single-channel 224G high-speed communication line products.
Shenzhen Woer Heat-Shrinkable Material (002130.SZ) stated on the investor interaction platform on September 20 that the company has received orders for 26AWG and 27AWG single-channel 224G high-speed communication wire products, of which the 27AWG products are currently being delivered. Currently, the sales of high-speed communication wire account for a relatively small proportion of the listed company's overall sales.
shenzhen woer heat-shrinkable material (002130.SZ): The company's relevant products are currently not used in its triple-fold screen phones.
Gelonghui September 18th | Shenzhen Woer Heat-shrinkable Material (002130.SZ) stated on the investor interaction platform that its subsidiary has established a long-term stable partnership with the aforementioned company (Huawei), but the company's relevant products are currently not being used in its tri-fold screen phones.
Take Care Before Jumping Onto ShenZhen Woer Heat-Shrinkable Material Co.,Ltd. (SZSE:002130) Even Though It's 25% Cheaper
Minsheng Securities: Under the drive of AI, the current datacenter industry continues to be the main driving force for the growth of PCB and copper interconnection.
Minsheng Securities believes that under the drive of AI, the current datacenter industry is still the main driving force for the growth of the PCB and copper interconnection industry. Recommendations include: 1) PCB: PCB has advantages such as easy installation, maintenance, and low cost, and is still one of the mainstream solutions for solving cabinet interconnection. Recommendations: Wus Printed Circuit (002463.SZ), Victory Giant Technology (300476.SZ), Shenzhen Kinwong Electronic(603228.SH), etc.; 2) Copper interconnection: High-speed copper cables can achieve low-cost, high-speed, low-power consumption acceleration card interconnection solutions for short-distance communication in AI datacenters.
Minsheng Securities: NVIDIA (NVDA.US) speech demonstrates confidence, and the US technology stocks rebound significantly.
Huang Renxun's speech at the Communacopia Tech conference demonstrated nvidia's strong confidence in computing power demand, while the company indicated smooth progress for the Blackwell product.
No Data
No Data