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Ruikeda's Wu Shijun: AI is catalyzing a surge in AEC product demand, achieving a transition from passive to active combination iteration | Dialogue with science and technology innovators.
① With the rise of Datacenter demand for AI, the requirements for transmission speed are becoming increasingly high, thus the combination of passive and active technologies is an inevitable trend for the future. Ruikeda is gradually implementing the combination iteration from passive to active; ② Ruikeda has already started cooperation with several domestic and foreign Siasun Robot&Automation companies, engaging in product development, testing, and certification related work.
Ruikeda (688800.SH): The company is in a phase of gradually increasing production capacity at its factories in the USA and Mexico.
Gelonghui, on February 7, stated that Ruikeda (688800.SH) indicated during specific object research that the company is gradually increasing production capacity at its factories in the USA and Mexico. The factory in the USA continued to achieve profits in the first three quarters, while the factory in Mexico continued to incur losses, mainly due to production capacity limitations from the American T Company. Overall, the overseas factories have achieved profitability. In recent years, the company's layout and enhancement of domestic and overseas capacity have been progressing steadily as planned. In the future, the company expects to grow and expand without being constrained by production capacity. The company will also have more joint venture brand car manufacturers, overseas brand car manufacturers, and new projects for old and new clients, including energy storage, moving towards mass production.
Ruikeda (688800.SH): The communication field is an important area for the company's future Global Strategy development.
On February 7, Gelonghui reported that Ruikeda (688800.SH) stated during a specific object investigation that the communications field is an important area for the company's future Global Strategy development. First, increased promotion and implementation of new projects in the 5G and 5.5G base station business; Second, continuously accelerating the application expansion of vehicle-mounted high-speed connector products in the vehicle manufacturing industry; Third, with the accelerated implementation of AI applications, the demand for computing power continues to grow, leading to an increasing demand for connectors. The company is enhancing its technical capabilities to expand the SFP+, CAGE series, high-speed board-to-board connectors, and high-speed I/O connectors in relation to AI.
Ruikeda (688800.SH): Grants 4.1 million restricted Stocks to incentive objects for the first time.
On February 6, Gelonghui reported that Ruikeda (688800.SH) announced that at the eighteenth meeting of the fourth Board of Directors and the seventeenth meeting of the fourth Supervisory Board held on February 5, 2025, it reviewed and approved the proposal on the first grant of restricted Stocks to incentive targets, determining February 5, 2025, as the first grant date, granting 4.1 million restricted Stocks at a price of 51.03 yuan per share to 239 incentive targets.
Ruikeda (688800.SH): A core and important supplier of New energy Fund connector products for Chongqing Changan Automobile.
On January 15, Glonghui reported that Ruikeda (688800.SH) stated on the investor interaction platform that the company is a key supplier of New energy Fund connector products for Chongqing Changan Automobile, and the operation status should refer to the relevant announcements disclosed by the company.
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