十八岁免费观看全集高清,金瓶3之野鸳鸯a片在线观看,又黄又爽又色视频免费学生,av无码免费看,真人做爰视频免费观播放
異動
關注
社群
搜公告
產業庫
時間軸
公社AI
通知
全部已讀
暫無數據
私信
暫無數據
登錄注冊
我的主頁
退出
韭雨刀???????
一股一夢
個人資料
韭雨(yu)刀(dao)???????
2025-09-11 18:07:00
CPC產(chan)業(ye)庫
產業邏輯: 光博(bo)會(hui)(hui)上,兩大(da)龍頭(tou)旭創和(he)立訊均提出了(le)CPC(共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian))的(de)(de)概念,核心變化在于(yu)從交換(huan)機(ji)ASIC芯(xin)片側通過銅(tong)(tong)(tong)(tong)纜直(zhi)接連(lian)接到交換(huan)機(ji)的(de)(de)端口,使(shi)得內部電信號的(de)(de)傳輸繞開的(de)(de)PCB環節(jie),功耗上有大(da)幅優(you)化,又解(jie)決了(le)CPO不(bu)易(yi)維修的(de)(de)問題,相比之下更容易(yi)落地(di),我們預計會(hui)(hui)成為(wei)一段時期的(de)(de)主流方案。 CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian), CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)(tong)(tong)互(hu)連(lian),CPC共封(feng)(feng)(feng)裝(zhuang)(zhuang)
S
立訊精密
S
金信諾
S
氣派科技
S
上海新陽
S
快克智能
6
0
2
0
韭雨刀???????
2025-09-11 15:15:19
CPC共封(feng)裝銅互連 與 PCB激光分板
立訊精密與快克智能 聯手實現 CPC 國產替代 什么是CPC 什么是PCB激光分板?快克智能獨供立訊精密PCB激光分板設備 一、功能定位:誰在做什么 CPC:把 224 Gbps 銅纜連接器“共封裝”到 ASIC 封裝基板頂部,徹底跳過 PCB 走線,以換取 <3 dB 的通道損耗和 30 % 功耗下降。 激光分板:在整片高層數、厚銅、超低損耗 PCB(或 SIP、封裝基板)貼片、插件、測試全部完成后,用紫外/皮秒激光把“拼板”切成單臺服務器所需的高密度子板,切割精度 ±2 μm,熱影響區 <5
S
立訊精密
S
快克智能
10
2
6
0
韭(jiu)雨刀???????
2025-09-11 13:30:14
股東永不減(jian)持---快克(ke)智能(CPO+PCB設備新入圈)
2025年(nian)半年(nian)報顯(xian)示:公(gong)司新增 CPO, PCB 頭(tou)部客(ke)戶(hu)訂(ding)單。TCB設(she)備(bei)2025年(nian)底前落地,液(ye)冷(leng)設(she)備(bei)供貨飛(fei)龍,間接供貨英偉達(da)。2025年(nian)公(gong)司新增幾大(da)(da)賽道核心產品且均已或頭(tou)部客(ke)戶(hu)訂(ding)單。 三大(da)(da)股(gu)(gu)東(dong)自(zi)發(fa)行上市始終未(wei)減(jian)持(chi)(chi),表明對公(gong)司長期看好。 股(gu)(gu)東(dong)永(yong)不(bu)減(jian)持(chi)(chi)---快(kuai)(kuai)(kuai)(kuai)(kuai)克(ke)智(zhi)能(CPO+PCB設(she)備(bei)新入(ru)(ru)圈)股(gu)(gu)東(dong)永(yong)不(bu)減(jian)持(chi)(chi)---快(kuai)(kuai)(kuai)(kuai)(kuai)克(ke)智(zhi)能(CPO+PCB設(she)備(bei)新入(ru)(ru)圈)股(gu)(gu)東(dong)永(yong)不(bu)減(jian)持(chi)(chi)---快(kuai)(kuai)(kuai)(kuai)(kuai)克(ke)智(zhi)能(CPO+PCB設(she)備(bei)新入(ru)(ru)圈)股(gu)(gu)東(dong)永(yong)不(bu)減(jian)持(chi)(chi)---快(kuai)(kuai)(kuai)(kuai)(kuai)克(ke)智(zhi)能(CPO+PCB設(she)備(bei)新入(ru)(ru)圈)股(gu)(gu)東(dong)永(yong)不(bu)減(jian)持(chi)(chi)---快(kuai)(kuai)(kuai)(kuai)(kuai)克(ke)智(zhi)能(CPO+PCB設(she)備(bei)
S
快克智能
S
鼎泰高科
0
0
0
0
韭雨刀???????
2025-09-11 10:37:30
光模塊質檢官-------天庭掌管(guan)CPO的神(shen)--快克智能
兩市(shi)唯一:800G以上光(guang)模塊質量檢測設(she)備(bei),已在頭部客戶批量應用 液冷供貨飛龍,受(shou)益(yi)英偉達GB300增量 TCB鍵(jian)合設(she)備(bei):HBM關鍵(jian)設(she)備(bei),國產(chan)化率為0,公司關鍵(jian)技術突破(po)(po),有望2025年(nian)底(di)前(qian)落地 碳(tan)化硅和分立(li)器件封裝(zhuang)設(she)備(bei)實現頭部客戶突破(po)(po) PCB激光(guang)設(she)備(bei)已進(jin)入富士康,立(li)訊等 META 眼鏡 激光(guang)焊設(she)備(bei)已批量出貨 天(tian)庭(ting)(ting)(ting)掌(zhang)(zhang)管(guan)CPO的神(shen)--快(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)庭(ting)(ting)(ting)掌(zhang)(zhang)管(guan)CPO的神(shen)--快(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)庭(ting)(ting)(ting)掌(zhang)(zhang)管(guan)CPO的神(shen)--快(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)庭(ting)(ting)(ting)掌(zhang)(zhang)管(guan)CPO的神(shen)--快(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)庭(ting)(ting)(ting)掌(zhang)(zhang)管(guan)CPO的神(shen)--快(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)庭(ting)(ting)(ting)掌(zhang)(zhang)管(guan)CPO的神(shen)--快(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)庭(ting)(ting)(ting)掌(zhang)(zhang)管(guan)CP
S
快克智能
S
工業富聯
S
勝宏科技
S
四會富仕
S
騰景科技
7
3
1
0
韭雨刀???????
2025-09-10 13:13:31
光模塊誰主沉浮----快克(ke)智能(neng)告訴你
兩(liang)(liang)市(shi)唯(wei)(wei)一:800G以上(shang)光模塊質(zhi)(zhi)量(liang)(liang)檢(jian)測設(she)(she)(she)備(bei) 液冷供貨飛龍,受益(yi)英偉達(da)GB300增(zeng)量(liang)(liang) TCB鍵(jian)(jian)合設(she)(she)(she)備(bei):HBM關(guan)(guan)鍵(jian)(jian)設(she)(she)(she)備(bei),國產化(hua)率為0,公(gong)司關(guan)(guan)鍵(jian)(jian)技術突破,有望(wang)2025年底前落地 碳化(hua)硅和分立器件封裝設(she)(she)(she)備(bei)實現頭部(bu)客戶突破 PCB激(ji)光設(she)(she)(she)備(bei)已進入富士康(kang),立訊等(deng) META 眼鏡 激(ji)光焊設(she)(she)(she)備(bei)已批量(liang)(liang)出貨 兩(liang)(liang)市(shi)唯(wei)(wei)一:800G以上(shang)光模塊質(zhi)(zhi)量(liang)(liang)檢(jian)測設(she)(she)(she)備(bei)兩(liang)(liang)市(shi)唯(wei)(wei)一:800G以上(shang)光模塊質(zhi)(zhi)量(liang)(liang)檢(jian)測設(she)(she)(she)備(bei)兩(liang)(liang)市(shi)唯(wei)(wei)一:800G以上(shang)光模塊質(zhi)(zhi)量(liang)(liang)檢(jian)測設(she)(she)(she)備(bei)兩(liang)(liang)市(shi)唯(wei)(wei)一:800G以上(shang)光模塊質(zhi)(zhi)量(liang)(liang)檢(jian)測設(she)(she)(she)備(bei)兩(liang)(liang)市(shi)唯(wei)(wei)一:800G以上(shang)光模塊質(zhi)(zhi)量(liang)(liang)檢(jian)測設(she)(she)(she)備(bei)兩(liang)(liang)市(shi)唯(wei)(wei)一:80
S
快克智能
S
勝宏科技
S
新易盛
S
嘉元科技
13
0
0
1.16
韭雨刀(dao)???????
2025-08-30 23:11:28
空心光纖(數(shu)據中心/光模塊)
核心(xin)(xin)邏輯: 英偉達(da)GB300最大增量。光(guang)模塊400G/800G/1.6T/3.2T 數(shu)據(ju)傳輸最優解(jie)決方案(an)。數(shu)據(ju)中(zhong)心(xin)(xin)骨(gu)干網互(hu)(hu)聯(lian)互(hu)(hu)通最優路(lu)徑。 隨著(zhu)算力(li)需求的(de)(de)爆發式增長,海(hai)外數(shu)據(ju)中(zhong)心(xin)(xin)建設已(yi)進入萬卡、十(shi)萬卡集群時代,數(shu)據(ju)中(zhong)心(xin)(xin)之間(jian)的(de)(de)互(hu)(hu)聯(lian)互(hu)(hu)通、超大算力(li)集群之間(jian)的(de)(de)連接以(yi)及城域(yu)網范圍的(de)(de)傳輸需求日益迫切,DCI(數(shu)據(ju)中(zhong)心(xin)(xin)互(hu)(hu)聯(lian))將迎來關鍵的(de)(de)發展節點。空芯光(guang)纖(xian)作(zuo)為DCI的(de)(de)重要(yao)技(ji)術(shu)方案(an),具有顯著(zhu)的(de)(de)技(ji)術(shu)優勢(shi)與市場潛力(li),預計近年(nian)內商(shang)(shang)業化進程有望明顯提速。 國(guo)內商(shang)(shang)業化嘗試(shi) 2024年(nian)6月,領纖(xian)科技(ji)助力(li)中(zhong)國(guo)移(yi)動完成全球首個8
S
長飛光纖
S
遠東股份
S
亨通光電
S
特發信息
24
6
15
11.61
韭雨刀???????
2025-08-29 14:56:17
英偉(wei)達兒媳股----遠東股份
如今(jin)的(de)遠(yuan)東(dong)(dong)(dong)股份(fen)已(yi)(yi)不在是從(cong)前的(de)遠(yuan)東(dong)(dong)(dong)。這(zhe)次的(de)半年報和(he)(he)最新調研(yan)報告帶你從(cong)新認識下FAR EAST. 已(yi)(yi)打(da)電(dian)話給公司(si)證券部(bu) (0510-87249788)核實,全球領(ling)先(xian)人工智能芯片公司(si)就是英偉達,產品涵蓋空(kong)(kong)心光纖,高速(su)銅纜,液冷板(ban)。公司(si)已(yi)(yi)簽保密(mi)協議,不方便直接(jie)講。有(you)疑惑的(de)可以打(da)電(dian)話去(qu)問,證券部(bu)的(de)小(xiao)姐姐人很(hen)和(he)(he)善,聲(sheng)音甜掉牙。 空(kong)(kong)心光纖為英偉達GB300最大增(zeng)量(liang),長飛光纖董秘(mi)已(yi)(yi)否(fou)認有(you)合作。真正(zheng)拿到英偉達供應(ying)商代碼(ma)的(de)是遠(yuan)東(dong)(dong)(dong)股份(fen)。 遠(yuan)東(dong)(dong)(dong)股份(fen) 獲得英偉達 VENDER CODE (供應(ying)商代碼(ma))。有(you)此(ci)代碼(ma)的(de)上市公司(si)
S
遠東股份
S
長飛光纖
S
榮億精密
S
工業富聯
S
新易盛
21
13
13
7.73
韭雨刀(dao)???????
2025-07-28 14:05:12
芯(xin)基(ji)微裝----LDI直寫光刻設備(bei)
調研紀要(yao)---------高端PCB國產(chan)替代:LDI直寫光(guang)刻設備 LDI曝(pu)光(guang)機應用(yong)的(de)(de)(de)優勢體現(xian)在(zai)哪里(li)?答: 公司LDI現(xian)在(zai)量產(chan)精度達2μm微納技(ji)術節(jie)點,在(zai)最(zui)近新(xin)發展的(de)(de)(de)CoWoS-L技(ji)術中得到了(le)(le)應用(yong),該技(ji)術核心創新(xin)在(zai)于其采用(yong)了(le)(le)重組插層(Reconstituted Interposer)結構,以及多個基于硅的(de)(de)(de)本地(di)(di)硅互連(LSI)芯片。這一設計有效地(di)(di)替代了(le)(le)CoWoS-S中的(de)(de)(de)單(dan)片硅interposer,通過在(zai)插層中引入(ru)全域再分布層(RDL)和(he)穿(chuan)絕緣體通孔(TIV),實現(xian)了(le)(le)更低的(de)(de)(de)插入(ru)損耗和(he)更高的(de)(de)(de)電氣性能和(he)更
S
芯碁微裝
0
0
3
1.44
韭雨刀???????
2025-07-23 09:49:12
金帝股份(fen)----盾構機重要核心部(bu)件--保持架兩市唯一
金帝股(gu)(gu)份----兩(liang)市(shi)唯(wei)一保(bao)(bao)持(chi)(chi)架核心。 盾(dun)(dun)構(gou)機主(zhu)軸(zhou)保(bao)(bao)持(chi)(chi)架為重要消耗品。 公司官網 如(ru)下(xia) 盾(dun)(dun)構(gou)機主(zhu)軸(zhou)軸(zhou)承保(bao)(bao)持(chi)(chi)架是盾(dun)(dun)構(gou)機主(zhu)軸(zhou)承的重要組(zu)成部分(fen),其(qi)設(she)計具有(you)高強度、不易變形(xing)、導熱(re)性(xing)好、耐磨性(xing)強和精度高等(deng)優點。主(zhu)推力滾道(dao)保(bao)(bao)持(chi)(chi)架采用(yong)套圈(quan)引(yin)導保(bao)(bao)持(chi)(chi)架方式(shi),其(qi)兜孔設(she)計為交錯(cuo)斜坡式(shi),而輔推力滾道(dao)保(bao)(bao)持(chi)(chi)架和徑向滾道(dao)保(bao)(bao)持(chi)(chi)架則(ze)采用(yong)分(fen)段(duan)式(shi)結構(gou),并在每段(duan)保(bao)(bao)持(chi)(chi)架上設(she)有(you)潤滑油槽,有(you)助于(yu)提高保(bao)(bao)持(chi)(chi)架的性(xing)能(neng)和使用(yong)壽命。 金帝股(gu)(gu)份----兩(liang)市(shi)唯(wei)一保(bao)(bao)持(chi)(chi)架核心。 盾(dun)(dun)構(gou)機主(zhu)軸(zhou)保(bao)(bao)持(chi)(chi)架為重要消耗品。金帝股(gu)(gu)份----兩(liang)市(shi)唯(wei)一保(bao)(bao)持(chi)(chi)架核心。 盾(dun)(dun)構(gou)機主(zhu)軸(zhou)保(bao)(bao)持(chi)(chi)
S
金帝股份
S
山河智能
S
博云新材
0
2
4
1.51
韭雨刀???????
2025-07-21 11:23:33
距離西藏最近的民爆硝酸銨---四川美(mei)豐
四川(chuan)(chuan)(chuan)美豐 硝(xiao)酸(suan)(suan)銨(an)(an)年(nian)(nian)(nian)產(chan)(chan)(chan)(chan)(chan)24萬(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)第(di)一(yi)(yi)(yi),主要(yao)(yao)用(yong)于(yu)(yu)制造民(min)爆產(chan)(chan)(chan)(chan)(chan)品(pin)(pin)(pin),四川(chuan)(chuan)(chuan)直(zhi)(zhi)達(da)西(xi)藏(zang)(zang)。 硝(xiao)酸(suan)(suan)銨(an)(an)年(nian)(nian)(nian)產(chan)(chan)(chan)(chan)(chan)24萬(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)第(di)一(yi)(yi)(yi),主要(yao)(yao)用(yong)于(yu)(yu)制造民(min)爆產(chan)(chan)(chan)(chan)(chan)品(pin)(pin)(pin),四川(chuan)(chuan)(chuan)直(zhi)(zhi)達(da)西(xi)藏(zang)(zang)。硝(xiao)酸(suan)(suan)銨(an)(an)年(nian)(nian)(nian)產(chan)(chan)(chan)(chan)(chan)24萬(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)第(di)一(yi)(yi)(yi),主要(yao)(yao)用(yong)于(yu)(yu)制造民(min)爆產(chan)(chan)(chan)(chan)(chan)品(pin)(pin)(pin),四川(chuan)(chuan)(chuan)直(zhi)(zhi)達(da)西(xi)藏(zang)(zang)。硝(xiao)酸(suan)(suan)銨(an)(an)年(nian)(nian)(nian)產(chan)(chan)(chan)(chan)(chan)24萬(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)第(di)一(yi)(yi)(yi),主要(yao)(yao)用(yong)于(yu)(yu)制造民(min)爆產(chan)(chan)(chan)(chan)(chan)品(pin)(pin)(pin),四川(chuan)(chuan)(chuan)直(zhi)(zhi)達(da)西(xi)藏(zang)(zang)。硝(xiao)酸(suan)(suan)銨(an)(an)年(nian)(nian)(nian)產(chan)(chan)(chan)(chan)(chan)24萬(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)第(di)一(yi)(yi)(yi),主要(yao)(yao)用(yong)于(yu)(yu)制造民(min)爆產(chan)(chan)(chan)(chan)(chan)品(pin)(pin)(pin),四川(chuan)(chuan)(chuan)直(zhi)(zhi)達(da)西(xi)藏(zang)(zang)。硝(xiao)酸(suan)(suan)銨(an)(an)年(nian)(nian)(nian)產(chan)(chan)(chan)(chan)(chan)24萬(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)第(di)一(yi)(yi)(yi),主要(yao)(yao)用(yong)于(yu)(yu)制造民(min)爆產(chan)(chan)(chan)(chan)(chan)品(pin)(pin)(pin),四川(chuan)(chuan)(chuan)直(zhi)(zhi)達(da)西(xi)藏(zang)(zang)。硝(xiao)酸(suan)(suan)銨(an)(an)年(nian)(nian)(nian)產(chan)(chan)(chan)(chan)(chan)24萬(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)第(di)一(yi)(yi)(yi),主要(yao)(yao)用(yong)于(yu)(yu)制造民(min)爆產(chan)(chan)(chan)(chan)(chan)品(pin)(pin)(pin),四川(chuan)(chuan)(chuan)直(zhi)(zhi)達(da)西(xi)藏(zang)(zang)
S
四川美豐
S
高爭民爆
0
0
1
1.07
韭(jiu)雨刀???????
2025-07-10 10:28:15
可(ke)替代電子(zi)玻璃纖維(wei)的電子(zi)級(ji)聚酯樹(shu)脂----董秘最新石錘
光華股份 1. 電(dian)(dian)子(zi)(zi)(zi)級(ji)封裝(zhuang)材料聚(ju)酯(zhi)(zhi)(zhi)樹(shu)(shu)脂(zhi)可(ke)以用(yong)(yong)于(yu)PCB 封裝(zhuang),已小批量試產 2. 成本低(di)(di),與玻(bo)璃(li)(li)(li)纖(xian)維復合使用(yong)(yong)可(ke)有(you)效提高(gao)機械性(xing),滿足高(gao)頻高(gao)速應(ying)用(yong)(yong) 3. 公司股價低(di)(di)于(yu)發行價,大(da)股東限制減持,實際真實流(liu)通(tong)小于(yu) 上(shang)緯新材,不足4億 4. 四級(ji)行業完(wan)美對標 上(shang)緯新材 5. 世名科技: PCB 用(yong)(yong) 樹(shu)(shu)脂(zhi)上(shang)游材料。 可(ke)替代(dai)電(dian)(dian)子(zi)(zi)(zi)玻(bo)璃(li)(li)(li)纖(xian)維的(de)電(dian)(dian)子(zi)(zi)(zi)級(ji)聚(ju)酯(zhi)(zhi)(zhi)樹(shu)(shu)脂(zhi)----董秘(mi)(mi)最新石(shi)(shi)錘可(ke)替代(dai)電(dian)(dian)子(zi)(zi)(zi)玻(bo)璃(li)(li)(li)纖(xian)維的(de)電(dian)(dian)子(zi)(zi)(zi)級(ji)聚(ju)酯(zhi)(zhi)(zhi)樹(shu)(shu)脂(zhi)----董秘(mi)(mi)最新石(shi)(shi)錘可(ke)替代(dai)電(dian)(dian)子(zi)(zi)(zi)玻(bo)璃(li)(li)(li)纖(xian)維的(de)電(dian)(dian)子(zi)(zi)(zi)級(ji)聚(ju)酯(zhi)(zhi)(zhi)樹(shu)(shu)脂(zhi)----董秘(mi)(mi)最新石(shi)(shi)錘可(ke)替代(dai)電(dian)(dian)子(zi)(zi)(zi)玻(bo)璃(li)(li)(li)纖(xian)維的(de)電(dian)(dian)子(zi)(zi)(zi)級(ji)聚(ju)酯(zhi)(zhi)(zhi)樹(shu)(shu)脂(zhi)-
S
光華股份
S
上緯新材
S
世名科技
7
4
3
6.82
韭雨刀???????
2025-07-09 10:48:05
醫療器(qi)械行業+智元機器(qi)人參股=樂(le)心醫療
樂心醫療(liao), 股(gu)(gu)(gu)性好,市(shi)值(zhi)底,位置更低 UBS ,高盛, MOGAN, 社保 等股(gu)(gu)(gu)東新進 健(jian)康(kang)IOT 上(shang)鏈(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian) 南京高榕(rong)五期一(yi)號(hao)股(gu)(gu)(gu)權投(tou)資合伙(huo)企業(有(you)限(xian)合伙(huo))參(can)股(gu)(gu)(gu)智(zhi)元0.4412%,樂心醫療(liao)參(can)股(gu)(gu)(gu)南京高榕(rong)五期一(yi)號(hao)股(gu)(gu)(gu)權投(tou)資合伙(huo)企業(有(you)限(xian)合伙(huo))0.5419% 健(jian)康(kang)IOT 上(shang)鏈(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)健(jian)康(kang)IOT 上(shang)鏈(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)健(jian)康(kang)IOT 上(shang)鏈(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)健(jian)康(kang)IOT 上(shang)鏈(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)健(jian)康(kang)IOT 上(shang)鏈(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)健(jian)康(kang)IOT 上(shang)鏈(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)健(jian)康(kang)IOT 上(shang)鏈(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)健(jian)康(kang)IOT 上(shang)
S
樂心醫療
S
福瑞股份
S
五洲醫療
S
上緯新材
S
恒工精密
1
1
2
2.07
韭雨刀???????
2025-07-07 11:43:49
輸變電設備(bei)中的黃金(jin)----三變科技
三(san)變(bian)(bian)科(ke)(ke)(ke)技(ji)(ji): 已石錘供貨馬斯克(ke)Grok4 x AI,美國工(gong)廠全面(mian)對接馬斯克(ke)超算(suan)中(zhong)心。馬斯克(ke)表示未來將以(yi)無(wu)人(ren)(ren)(ren)出租車(che)和人(ren)(ren)(ren)形機(ji)器(qi)人(ren)(ren)(ren)為發(fa)(fa)展(zhan)中(zhong)點,無(wu)人(ren)(ren)(ren)出租車(che)和人(ren)(ren)(ren)形機(ji)器(qi)人(ren)(ren)(ren)都需要(yao)Grok4提供算(suan)力(li)支(zhi)持(chi)。 長城電(dian)(dian)(dian)工(gong)反包板,電(dian)(dian)(dian)力(li)各分支(zhi)板塊整體(ti)走強,電(dian)(dian)(dian)網設(she)(she)(she)備(bei)迎來發(fa)(fa)展(zhan)新(xin)機(ji)遇。 三(san)變(bian)(bian)科(ke)(ke)(ke)技(ji)(ji) 辨(bian)識度拉滿 輸(shu)(shu)(shu)(shu)變(bian)(bian)電(dian)(dian)(dian)設(she)(she)(she)備(bei)中(zhong)的(de)黃(huang)金(jin)----三(san)變(bian)(bian)科(ke)(ke)(ke)技(ji)(ji)輸(shu)(shu)(shu)(shu)變(bian)(bian)電(dian)(dian)(dian)設(she)(she)(she)備(bei)中(zhong)的(de)黃(huang)金(jin)----三(san)變(bian)(bian)科(ke)(ke)(ke)技(ji)(ji)輸(shu)(shu)(shu)(shu)變(bian)(bian)電(dian)(dian)(dian)設(she)(she)(she)備(bei)中(zhong)的(de)黃(huang)金(jin)----三(san)變(bian)(bian)科(ke)(ke)(ke)技(ji)(ji)輸(shu)(shu)(shu)(shu)變(bian)(bian)電(dian)(dian)(dian)設(she)(she)(she)備(bei)中(zhong)的(de)黃(huang)金(jin)----三(san)變(bian)(bian)科(ke)(ke)(ke)技(ji)(ji)輸(shu)(shu)(shu)(shu)變(bian)(bian)電(dian)(dian)(dian)設(she)(she)(she)備(bei)中(zhong)的(de)黃(huang)金(jin)----三(san)變(bian)(bian)科(ke)(ke)(ke)技(ji)(ji)輸(shu)(shu)(shu)(shu)變(bian)(bian)電(dian)(dian)(dian)設(she)(she)(she)備(bei)中(zhong)的(de)黃(huang)金(jin)----三(san)變(bian)(bian)科(ke)(ke)(ke)技(ji)(ji)輸(shu)(shu)(shu)(shu)變(bian)(bian)電(dian)(dian)(dian)設(she)(she)(she)備(bei)中(zhong)的(de)黃(huang)金(jin)-
S
三變科技
S
長城電工
S
蘇文電能
4
0
5
2.87
韭雨(yu)刀???????
2025-07-04 13:21:20
英(ying)偉達GB300最(zui)大增量---PTFE---中英(ying)科(ke)技
PTFE 高頻覆銅板-----兩市唯一----中英科技---年產30萬平方米項目已量產。 PTFE 是聚四氟乙烯(Polytetrafluoroethylene)的英文縮寫,它是一種高分子材料,有著低介電常數(erx2.1)和低損耗(tan6<0.001)特性,讓他可以應用在PCB和AI服務器中,并且能夠在制作覆銅板時替代相應的材料。 電子玻纖布:在高頻高速電路領域,PTFE薄膜因其具有極低的介電常數(通常在 2.1 左右)和損耗因子(僅為 0.0004 左右),能有效降低信號衰減,提升傳輸速度
S
中英科技
S
隆揚電子
26
17
25
32.72
韭雨刀(dao)???????
2025-07-01 14:08:24
金安(an)國紀(ji)全資子公司----生產玻(bo)璃纖維布
金安國(guo)(guo)(guo)紀主(zhu)要(yao)生(sheng)產并(bing)銷售夏銅板(ban)、 半固化片(pian)和(he)玻璃纖維布(bu)等(deng)(deng)基礎材(cai)料及(ji)制品(pin)(pin)。如(ru)財務(wu)(wu)(wu)報(bao)表(biao)附注(zhu)六、37 所述,2024度(du),金安國(guo)(guo)(guo)紀確認的主(zhu)營業務(wu)(wu)(wu)收(shou)(shou)入為(wei)(wei) 397,040.13 萬(wan)元。金安國(guo)(guo)(guo)紀主(zhu)要(yao)生(sheng)產并(bing)銷售夏銅板(ban)、 半固化片(pian)和(he)玻璃纖維布(bu)等(deng)(deng)基礎材(cai)料及(ji)制品(pin)(pin)。如(ru)財務(wu)(wu)(wu)報(bao)表(biao)附注(zhu)六、37 所述,2024度(du),金安國(guo)(guo)(guo)紀確認的主(zhu)營業務(wu)(wu)(wu)收(shou)(shou)入為(wei)(wei) 397,040.13 萬(wan)元。金安國(guo)(guo)(guo)紀主(zhu)要(yao)生(sheng)產并(bing)銷售夏銅板(ban)、 半固化片(pian)和(he)玻璃纖維布(bu)等(deng)(deng)基礎材(cai)料及(ji)制品(pin)(pin)。如(ru)財務(wu)(wu)(wu)報(bao)表(biao)附注(zhu)六、37 所述,2024度(du),金安國(guo)(guo)(guo)紀確認的主(zhu)營業務(wu)(wu)(wu)收(shou)(shou)入為(wei)(wei) 397,040.1
S
金安國紀
S
宏和科技
S
中材科技
2
1
2
4.91
上一頁
1
2
3
4
5
6
11
下(xia)一(yi)頁(ye)
前往
頁
韭雨刀???????
2025-09-11 18:07:00
CPC產業庫(ku)
產業(ye)邏輯: 光博會上,兩大(da)龍頭(tou)旭創和立訊均提(ti)出了CPC(共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian))的(de)概念(nian),核心變化(hua)在于(yu)從交換機(ji)(ji)ASIC芯片側通過銅(tong)(tong)纜直(zhi)接連(lian)(lian)(lian)接到(dao)交換機(ji)(ji)的(de)端(duan)口,使得內部電信號的(de)傳輸繞開的(de)PCB環節,功耗(hao)上有大(da)幅優化(hua),又解決了CPO不易維修的(de)問題(ti),相比之下(xia)更容易落地,我們預計會成為一段時期的(de)主流(liu)方案。 CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian), CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)連(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)
S
立訊精密
S
金信諾
S
氣派科技
S
上海新陽
S
快克智能
6
0
2
0
韭雨刀???????
2025-09-11 15:15:19
CPC共封裝銅互(hu)連 與 PCB激(ji)光分(fen)板
立訊精密與快克智能 聯手實現 CPC 國產替代 什么是CPC 什么是PCB激光分板?快克智能獨供立訊精密PCB激光分板設備 一、功能定位:誰在做什么 CPC:把 224 Gbps 銅纜連接器“共封裝”到 ASIC 封裝基板頂部,徹底跳過 PCB 走線,以換取 <3 dB 的通道損耗和 30 % 功耗下降。 激光分板:在整片高層數、厚銅、超低損耗 PCB(或 SIP、封裝基板)貼片、插件、測試全部完成后,用紫外/皮秒激光把“拼板”切成單臺服務器所需的高密度子板,切割精度 ±2 μm,熱影響區 <5
S
立訊精密
S
快克智能
10
2
6
0
韭雨刀(dao)???????
2025-09-11 13:30:14
股東永不減持---快克智能(CPO+PCB設備新(xin)入圈)
2025年半(ban)年報顯示:公司新增 CPO, PCB 頭(tou)(tou)部(bu)客(ke)戶(hu)訂(ding)單。TCB設(she)(she)備(bei)2025年底前(qian)落地(di),液冷設(she)(she)備(bei)供(gong)貨飛龍,間接(jie)供(gong)貨英偉達。2025年公司新增幾大賽道(dao)核心產品且均已或頭(tou)(tou)部(bu)客(ke)戶(hu)訂(ding)單。 三大股(gu)(gu)東自發(fa)行上市始(shi)終未減(jian)持(chi),表明對公司長(chang)期看好。 股(gu)(gu)東永(yong)(yong)不(bu)(bu)減(jian)持(chi)---快(kuai)(kuai)克智(zhi)能(neng)(CPO+PCB設(she)(she)備(bei)新入(ru)圈(quan))股(gu)(gu)東永(yong)(yong)不(bu)(bu)減(jian)持(chi)---快(kuai)(kuai)克智(zhi)能(neng)(CPO+PCB設(she)(she)備(bei)新入(ru)圈(quan))股(gu)(gu)東永(yong)(yong)不(bu)(bu)減(jian)持(chi)---快(kuai)(kuai)克智(zhi)能(neng)(CPO+PCB設(she)(she)備(bei)新入(ru)圈(quan))股(gu)(gu)東永(yong)(yong)不(bu)(bu)減(jian)持(chi)---快(kuai)(kuai)克智(zhi)能(neng)(CPO+PCB設(she)(she)備(bei)新入(ru)圈(quan))股(gu)(gu)東永(yong)(yong)不(bu)(bu)減(jian)持(chi)---快(kuai)(kuai)克智(zhi)能(neng)(CPO+PCB設(she)(she)備(bei)
S
快克智能
S
鼎泰高科
0
0
0
0
韭(jiu)雨刀(dao)???????
2025-09-11 10:37:30
光模塊質檢(jian)官-------天庭掌管CPO的神--快(kuai)克智能
兩市唯(wei)一:800G以上光模塊質量檢測設備(bei),已在(zai)頭部客(ke)戶(hu)批量應用 液冷供貨(huo)(huo)飛龍,受益英偉達GB300增量 TCB鍵合設備(bei):HBM關(guan)鍵設備(bei),國產化(hua)率為0,公司關(guan)鍵技術突破(po)(po),有望2025年底前落地 碳化(hua)硅(gui)和分立(li)(li)器件(jian)封(feng)裝設備(bei)實現頭部客(ke)戶(hu)突破(po)(po) PCB激(ji)光設備(bei)已進入富士康,立(li)(li)訊等(deng) META 眼鏡 激(ji)光焊設備(bei)已批量出貨(huo)(huo) 天(tian)(tian)庭(ting)掌管(guan)(guan)CPO的神(shen)(shen)--快(kuai)(kuai)(kuai)克(ke)(ke)智能(neng)天(tian)(tian)庭(ting)掌管(guan)(guan)CPO的神(shen)(shen)--快(kuai)(kuai)(kuai)克(ke)(ke)智能(neng)天(tian)(tian)庭(ting)掌管(guan)(guan)CPO的神(shen)(shen)--快(kuai)(kuai)(kuai)克(ke)(ke)智能(neng)天(tian)(tian)庭(ting)掌管(guan)(guan)CPO的神(shen)(shen)--快(kuai)(kuai)(kuai)克(ke)(ke)智能(neng)天(tian)(tian)庭(ting)掌管(guan)(guan)CPO的神(shen)(shen)--快(kuai)(kuai)(kuai)克(ke)(ke)智能(neng)天(tian)(tian)庭(ting)掌管(guan)(guan)CPO的神(shen)(shen)--快(kuai)(kuai)(kuai)克(ke)(ke)智能(neng)天(tian)(tian)庭(ting)掌管(guan)(guan)CP
S
快克智能
S
工業富聯
S
勝宏科技
S
四會富仕
S
騰景科技
7
3
1
0
韭雨刀???????
2025-09-10 13:13:31
光模塊誰主(zhu)沉浮(fu)----快(kuai)克智能(neng)告訴你
兩(liang)市(shi)唯(wei)一(yi)(yi):800G以(yi)(yi)上(shang)(shang)光(guang)模(mo)塊(kuai)質(zhi)(zhi)量(liang)(liang)(liang)檢測(ce)設(she)(she)備(bei)(bei)(bei) 液冷供(gong)貨飛(fei)龍(long),受益(yi)英偉(wei)達GB300增量(liang)(liang)(liang) TCB鍵合(he)設(she)(she)備(bei)(bei)(bei):HBM關鍵設(she)(she)備(bei)(bei)(bei),國(guo)產化(hua)率(lv)為0,公司關鍵技術突破,有望2025年底前落地(di) 碳(tan)化(hua)硅和分(fen)立(li)器(qi)件封(feng)裝設(she)(she)備(bei)(bei)(bei)實現頭部客戶突破 PCB激光(guang)設(she)(she)備(bei)(bei)(bei)已進入富士康,立(li)訊等 META 眼鏡(jing) 激光(guang)焊設(she)(she)備(bei)(bei)(bei)已批量(liang)(liang)(liang)出貨 兩(liang)市(shi)唯(wei)一(yi)(yi):800G以(yi)(yi)上(shang)(shang)光(guang)模(mo)塊(kuai)質(zhi)(zhi)量(liang)(liang)(liang)檢測(ce)設(she)(she)備(bei)(bei)(bei)兩(liang)市(shi)唯(wei)一(yi)(yi):800G以(yi)(yi)上(shang)(shang)光(guang)模(mo)塊(kuai)質(zhi)(zhi)量(liang)(liang)(liang)檢測(ce)設(she)(she)備(bei)(bei)(bei)兩(liang)市(shi)唯(wei)一(yi)(yi):800G以(yi)(yi)上(shang)(shang)光(guang)模(mo)塊(kuai)質(zhi)(zhi)量(liang)(liang)(liang)檢測(ce)設(she)(she)備(bei)(bei)(bei)兩(liang)市(shi)唯(wei)一(yi)(yi):800G以(yi)(yi)上(shang)(shang)光(guang)模(mo)塊(kuai)質(zhi)(zhi)量(liang)(liang)(liang)檢測(ce)設(she)(she)備(bei)(bei)(bei)兩(liang)市(shi)唯(wei)一(yi)(yi):800G以(yi)(yi)上(shang)(shang)光(guang)模(mo)塊(kuai)質(zhi)(zhi)量(liang)(liang)(liang)檢測(ce)設(she)(she)備(bei)(bei)(bei)兩(liang)市(shi)唯(wei)一(yi)(yi):80
S
快克智能
S
勝宏科技
S
新易盛
S
嘉元科技
13
0
0
1.16
韭雨刀???????
2025-08-30 23:11:28
空心光纖(數據中(zhong)心/光模塊(kuai))
核心邏輯: 英偉達GB300最(zui)大(da)增量(liang)。光模塊400G/800G/1.6T/3.2T 數據(ju)傳(chuan)輸最(zui)優解決方案(an)。數據(ju)中(zhong)心骨干網(wang)互聯互通(tong)最(zui)優路徑。 隨著算力(li)需(xu)求的(de)(de)爆發式增長(chang),海外數據(ju)中(zhong)心建設(she)已(yi)進(jin)(jin)入(ru)萬卡(ka)、十萬卡(ka)集群時(shi)代(dai),數據(ju)中(zhong)心之間的(de)(de)互聯互通(tong)、超大(da)算力(li)集群之間的(de)(de)連接以及城域網(wang)范圍的(de)(de)傳(chuan)輸需(xu)求日(ri)益迫(po)切(qie),DCI(數據(ju)中(zhong)心互聯)將迎來關鍵(jian)的(de)(de)發展節點。空(kong)芯光纖(xian)作為(wei)DCI的(de)(de)重要技(ji)術方案(an),具(ju)有(you)顯著的(de)(de)技(ji)術優勢與(yu)市場潛(qian)力(li),預(yu)計近年內(nei)(nei)商業化進(jin)(jin)程有(you)望明顯提(ti)速(su)。 國內(nei)(nei)商業化嘗試 2024年6月,領纖(xian)科(ke)技(ji)助力(li)中(zhong)國移(yi)動完(wan)成全球首(shou)個8
S
長飛光纖
S
遠東股份
S
亨通光電
S
特發信息
24
6
15
11.61
韭雨刀???????
2025-08-29 14:56:17
英偉達兒媳股----遠東股份
如今的(de)遠東(dong)股(gu)(gu)份(fen)(fen)已(yi)不在是從(cong)前(qian)的(de)遠東(dong)。這次的(de)半(ban)年(nian)報(bao)和最(zui)新(xin)調研(yan)報(bao)告帶你從(cong)新(xin)認識(shi)下FAR EAST. 已(yi)打(da)電話(hua)給(gei)公司證券部 (0510-87249788)核實,全(quan)球領先人工智能芯片公司就是英偉達,產品涵蓋空(kong)心光纖,高速銅纜,液(ye)冷板。公司已(yi)簽保(bao)密(mi)協(xie)議,不方便直接講。有疑惑的(de)可以打(da)電話(hua)去問(wen),證券部的(de)小姐(jie)姐(jie)人很和善,聲(sheng)音甜掉(diao)牙。 空(kong)心光纖為英偉達GB300最(zui)大增量,長飛光纖董秘已(yi)否認有合作。真正拿到英偉達供(gong)應商代碼(ma)的(de)是遠東(dong)股(gu)(gu)份(fen)(fen)。 遠東(dong)股(gu)(gu)份(fen)(fen) 獲得英偉達 VENDER CODE (供(gong)應商代碼(ma))。有此代碼(ma)的(de)上市公司
S
遠東股份
S
長飛光纖
S
榮億精密
S
工業富聯
S
新易盛
21
13
13
7.73
韭雨刀???????
2025-07-28 14:05:12
芯基微裝----LDI直寫光刻(ke)設備
調研(yan)紀(ji)要(yao)---------高端(duan)PCB國產替代:LDI直寫光刻(ke)設備 LDI曝光機應用(yong)的(de)優(you)勢體(ti)現在(zai)哪里?答: 公司LDI現在(zai)量產精度達2μm微納技術(shu)節點,在(zai)最近(jin)新(xin)發展(zhan)的(de)CoWoS-L技術(shu)中(zhong)得(de)到了應用(yong),該技術(shu)核心創新(xin)在(zai)于(yu)其采用(yong)了重(zhong)組插層(ceng)(Reconstituted Interposer)結構,以及多個基(ji)于(yu)硅的(de)本(ben)地(di)硅互連(LSI)芯片(pian)。這一設計有(you)效地(di)替代了CoWoS-S中(zhong)的(de)單片(pian)硅interposer,通過在(zai)插層(ceng)中(zhong)引入全域再(zai)分布層(ceng)(RDL)和(he)(he)穿絕緣體(ti)通孔(TIV),實現了更低的(de)插入損(sun)耗和(he)(he)更高的(de)電氣性(xing)能(neng)和(he)(he)更
S
芯碁微裝
0
0
3
1.44
韭雨刀(dao)???????
2025-07-23 09:49:12
金帝股份(fen)----盾構機重要核心部件(jian)--保持架兩市唯(wei)一
金帝股(gu)(gu)份----兩市唯一保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)核(he)心。 盾構(gou)(gou)機主(zhu)軸(zhou)(zhou)保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)為(wei)重(zhong)(zhong)要(yao)消耗品(pin)。 公司官(guan)網 如(ru)下 盾構(gou)(gou)機主(zhu)軸(zhou)(zhou)軸(zhou)(zhou)承(cheng)保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)是盾構(gou)(gou)機主(zhu)軸(zhou)(zhou)承(cheng)的(de)重(zhong)(zhong)要(yao)組成部分,其(qi)設計(ji)具有(you)高(gao)(gao)強度(du)、不易變形(xing)、導熱(re)性(xing)好、耐磨(mo)性(xing)強和精度(du)高(gao)(gao)等(deng)優點(dian)。主(zhu)推(tui)力滾道(dao)保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)采用套圈引(yin)導保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)方式(shi),其(qi)兜(dou)孔設計(ji)為(wei)交錯斜坡式(shi),而輔推(tui)力滾道(dao)保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)和徑(jing)向(xiang)滾道(dao)保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)則采用分段式(shi)結構(gou)(gou),并在每段保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)上設有(you)潤滑油(you)槽(cao),有(you)助于提高(gao)(gao)保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)的(de)性(xing)能和使用壽命。 金帝股(gu)(gu)份----兩市唯一保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)核(he)心。 盾構(gou)(gou)機主(zhu)軸(zhou)(zhou)保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)為(wei)重(zhong)(zhong)要(yao)消耗品(pin)。金帝股(gu)(gu)份----兩市唯一保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)架(jia)(jia)(jia)(jia)(jia)核(he)心。 盾構(gou)(gou)機主(zhu)軸(zhou)(zhou)保(bao)(bao)(bao)(bao)持(chi)(chi)(chi)(chi)(chi)(chi)
S
金帝股份
S
山河智能
S
博云新材
0
2
4
1.51
韭雨刀???????
2025-07-21 11:23:33
距(ju)離西藏最近的民爆(bao)硝(xiao)酸銨---四川美豐
四川(chuan)(chuan)美(mei)豐 硝(xiao)(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)24萬(wan)(wan)(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)(di)(di)一(yi),主(zhu)要用(yong)(yong)于制(zhi)造(zao)民(min)(min)爆(bao)產(chan)(chan)(chan)(chan)品(pin)(pin),四川(chuan)(chuan)直(zhi)(zhi)達(da)(da)西(xi)(xi)藏(zang)(zang)(zang)。 硝(xiao)(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)24萬(wan)(wan)(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)(di)(di)一(yi),主(zhu)要用(yong)(yong)于制(zhi)造(zao)民(min)(min)爆(bao)產(chan)(chan)(chan)(chan)品(pin)(pin),四川(chuan)(chuan)直(zhi)(zhi)達(da)(da)西(xi)(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)24萬(wan)(wan)(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)(di)(di)一(yi),主(zhu)要用(yong)(yong)于制(zhi)造(zao)民(min)(min)爆(bao)產(chan)(chan)(chan)(chan)品(pin)(pin),四川(chuan)(chuan)直(zhi)(zhi)達(da)(da)西(xi)(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)24萬(wan)(wan)(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)(di)(di)一(yi),主(zhu)要用(yong)(yong)于制(zhi)造(zao)民(min)(min)爆(bao)產(chan)(chan)(chan)(chan)品(pin)(pin),四川(chuan)(chuan)直(zhi)(zhi)達(da)(da)西(xi)(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)24萬(wan)(wan)(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)(di)(di)一(yi),主(zhu)要用(yong)(yong)于制(zhi)造(zao)民(min)(min)爆(bao)產(chan)(chan)(chan)(chan)品(pin)(pin),四川(chuan)(chuan)直(zhi)(zhi)達(da)(da)西(xi)(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)24萬(wan)(wan)(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)(di)(di)一(yi),主(zhu)要用(yong)(yong)于制(zhi)造(zao)民(min)(min)爆(bao)產(chan)(chan)(chan)(chan)品(pin)(pin),四川(chuan)(chuan)直(zhi)(zhi)達(da)(da)西(xi)(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)24萬(wan)(wan)(wan)(wan)噸(dun),產(chan)(chan)(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)(di)(di)一(yi),主(zhu)要用(yong)(yong)于制(zhi)造(zao)民(min)(min)爆(bao)產(chan)(chan)(chan)(chan)品(pin)(pin),四川(chuan)(chuan)直(zhi)(zhi)達(da)(da)西(xi)(xi)藏(zang)(zang)(zang)
S
四川美豐
S
高爭民爆
0
0
1
1.07
韭雨刀(dao)???????
2025-07-10 10:28:15
可替代電(dian)(dian)子(zi)(zi)玻璃(li)纖維(wei)的電(dian)(dian)子(zi)(zi)級聚酯樹脂(zhi)----董(dong)秘最新石錘(chui)
光(guang)華股份 1. 電(dian)(dian)子(zi)(zi)(zi)級(ji)封裝材料(liao)(liao)聚(ju)酯(zhi)樹(shu)(shu)脂(zhi)(zhi)(zhi)可以用于(yu)(yu)PCB 封裝,已(yi)小批量試產 2. 成本低,與玻(bo)(bo)璃纖(xian)維復合使用可有效提高機械性,滿(man)足高頻高速應用 3. 公司股價低于(yu)(yu)發行價,大股東限制(zhi)減持,實際真實流通小于(yu)(yu) 上(shang)緯新(xin)(xin)材,不足4億 4. 四級(ji)行業完美(mei)對標 上(shang)緯新(xin)(xin)材 5. 世名(ming)科技: PCB 用 樹(shu)(shu)脂(zhi)(zhi)(zhi)上(shang)游材料(liao)(liao)。 可替(ti)代(dai)電(dian)(dian)子(zi)(zi)(zi)玻(bo)(bo)璃纖(xian)維的(de)(de)電(dian)(dian)子(zi)(zi)(zi)級(ji)聚(ju)酯(zhi)樹(shu)(shu)脂(zhi)(zhi)(zhi)----董(dong)秘(mi)最新(xin)(xin)石錘(chui)可替(ti)代(dai)電(dian)(dian)子(zi)(zi)(zi)玻(bo)(bo)璃纖(xian)維的(de)(de)電(dian)(dian)子(zi)(zi)(zi)級(ji)聚(ju)酯(zhi)樹(shu)(shu)脂(zhi)(zhi)(zhi)----董(dong)秘(mi)最新(xin)(xin)石錘(chui)可替(ti)代(dai)電(dian)(dian)子(zi)(zi)(zi)玻(bo)(bo)璃纖(xian)維的(de)(de)電(dian)(dian)子(zi)(zi)(zi)級(ji)聚(ju)酯(zhi)樹(shu)(shu)脂(zhi)(zhi)(zhi)----董(dong)秘(mi)最新(xin)(xin)石錘(chui)可替(ti)代(dai)電(dian)(dian)子(zi)(zi)(zi)玻(bo)(bo)璃纖(xian)維的(de)(de)電(dian)(dian)子(zi)(zi)(zi)級(ji)聚(ju)酯(zhi)樹(shu)(shu)脂(zhi)(zhi)(zhi)-
S
光華股份
S
上緯新材
S
世名科技
7
4
3
6.82
韭雨(yu)刀???????
2025-07-09 10:48:05
醫(yi)療器械行業+智元機器人(ren)參股=樂(le)心醫(yi)療
樂心醫療, 股性(xing)好,市(shi)值底,位置更低(di) UBS ,高盛, MOGAN, 社保 等股東(dong)新進 健(jian)(jian)康(kang)IOT 上(shang)(shang)鏈(lian) 器(qi)(qi)械(xie)(xie)+ 區(qu)塊(kuai)鏈(lian) 南京高榕(rong)五期(qi)一(yi)(yi)號股權投資合(he)伙企(qi)業(有(you)限合(he)伙)參股智(zhi)元0.4412%,樂心醫療參股南京高榕(rong)五期(qi)一(yi)(yi)號股權投資合(he)伙企(qi)業(有(you)限合(he)伙)0.5419% 健(jian)(jian)康(kang)IOT 上(shang)(shang)鏈(lian) 器(qi)(qi)械(xie)(xie)+ 區(qu)塊(kuai)鏈(lian)健(jian)(jian)康(kang)IOT 上(shang)(shang)鏈(lian) 器(qi)(qi)械(xie)(xie)+ 區(qu)塊(kuai)鏈(lian)健(jian)(jian)康(kang)IOT 上(shang)(shang)鏈(lian) 器(qi)(qi)械(xie)(xie)+ 區(qu)塊(kuai)鏈(lian)健(jian)(jian)康(kang)IOT 上(shang)(shang)鏈(lian) 器(qi)(qi)械(xie)(xie)+ 區(qu)塊(kuai)鏈(lian)健(jian)(jian)康(kang)IOT 上(shang)(shang)鏈(lian) 器(qi)(qi)械(xie)(xie)+ 區(qu)塊(kuai)鏈(lian)健(jian)(jian)康(kang)IOT 上(shang)(shang)鏈(lian) 器(qi)(qi)械(xie)(xie)+ 區(qu)塊(kuai)鏈(lian)健(jian)(jian)康(kang)IOT 上(shang)(shang)鏈(lian) 器(qi)(qi)械(xie)(xie)+ 區(qu)塊(kuai)鏈(lian)健(jian)(jian)康(kang)IOT 上(shang)(shang)
S
樂心醫療
S
福瑞股份
S
五洲醫療
S
上緯新材
S
恒工精密
1
1
2
2.07
韭雨(yu)刀???????
2025-07-07 11:43:49
輸變電設備中(zhong)的黃(huang)金----三變科技
三(san)變(bian)(bian)(bian)(bian)科技: 已(yi)石錘供貨馬斯(si)克Grok4 x AI,美(mei)國工廠全面(mian)對接馬斯(si)克超算中(zhong)(zhong)心。馬斯(si)克表示未來將以無(wu)人(ren)出租車和人(ren)形機(ji)器人(ren)為發展中(zhong)(zhong)點,無(wu)人(ren)出租車和人(ren)形機(ji)器人(ren)都需要(yao)Grok4提供算力支持。 長城電(dian)工反包板(ban),電(dian)力各分支板(ban)塊整體走強(qiang),電(dian)網設備(bei)(bei)(bei)(bei)迎來發展新機(ji)遇(yu)。 三(san)變(bian)(bian)(bian)(bian)科技 辨識度拉滿 輸(shu)變(bian)(bian)(bian)(bian)電(dian)設備(bei)(bei)(bei)(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)(jin)----三(san)變(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)電(dian)設備(bei)(bei)(bei)(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)(jin)----三(san)變(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)電(dian)設備(bei)(bei)(bei)(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)(jin)----三(san)變(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)電(dian)設備(bei)(bei)(bei)(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)(jin)----三(san)變(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)電(dian)設備(bei)(bei)(bei)(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)(jin)----三(san)變(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)電(dian)設備(bei)(bei)(bei)(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)(jin)----三(san)變(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)電(dian)設備(bei)(bei)(bei)(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)(jin)-
S
三變科技
S
長城電工
S
蘇文電能
4
0
5
2.87
韭雨(yu)刀???????
2025-07-04 13:21:20
英偉達GB300最大增量---PTFE---中英科(ke)技
PTFE 高頻覆銅板-----兩市唯一----中英科技---年產30萬平方米項目已量產。 PTFE 是聚四氟乙烯(Polytetrafluoroethylene)的英文縮寫,它是一種高分子材料,有著低介電常數(erx2.1)和低損耗(tan6<0.001)特性,讓他可以應用在PCB和AI服務器中,并且能夠在制作覆銅板時替代相應的材料。 電子玻纖布:在高頻高速電路領域,PTFE薄膜因其具有極低的介電常數(通常在 2.1 左右)和損耗因子(僅為 0.0004 左右),能有效降低信號衰減,提升傳輸速度
S
中英科技
S
隆揚電子
26
17
25
32.72
韭雨刀???????
2025-07-01 14:08:24
金(jin)安國紀全資子公司----生(sheng)產玻璃纖維布
金(jin)安國(guo)紀主(zhu)要(yao)生(sheng)(sheng)產并(bing)銷售夏(xia)銅板(ban)、 半固化(hua)(hua)片(pian)和玻璃(li)纖(xian)維布等基礎(chu)材(cai)料及制品(pin)(pin)。如(ru)財務報表(biao)附注(zhu)(zhu)六、37 所述,2024度(du),金(jin)安國(guo)紀確認(ren)(ren)的主(zhu)營(ying)業(ye)務收(shou)入為(wei) 397,040.13 萬(wan)元(yuan)。金(jin)安國(guo)紀主(zhu)要(yao)生(sheng)(sheng)產并(bing)銷售夏(xia)銅板(ban)、 半固化(hua)(hua)片(pian)和玻璃(li)纖(xian)維布等基礎(chu)材(cai)料及制品(pin)(pin)。如(ru)財務報表(biao)附注(zhu)(zhu)六、37 所述,2024度(du),金(jin)安國(guo)紀確認(ren)(ren)的主(zhu)營(ying)業(ye)務收(shou)入為(wei) 397,040.13 萬(wan)元(yuan)。金(jin)安國(guo)紀主(zhu)要(yao)生(sheng)(sheng)產并(bing)銷售夏(xia)銅板(ban)、 半固化(hua)(hua)片(pian)和玻璃(li)纖(xian)維布等基礎(chu)材(cai)料及制品(pin)(pin)。如(ru)財務報表(biao)附注(zhu)(zhu)六、37 所述,2024度(du),金(jin)安國(guo)紀確認(ren)(ren)的主(zhu)營(ying)業(ye)務收(shou)入為(wei) 397,040.1
S
金安國紀
S
宏和科技
S
中材科技
2
1
2
4.91
上一頁
1
2
3
4
5
6
11
下一頁
前往
頁
韭雨刀???????
2025-09-11 18:07:00
CPC產業庫
產業邏輯: 光(guang)博會上(shang),兩大龍頭旭(xu)創和立訊均(jun)提出了CPC(共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian))的(de)概念,核(he)心變化在于從交換機ASIC芯片側通(tong)過銅纜直接(jie)連(lian)(lian)(lian)(lian)(lian)(lian)接(jie)到交換機的(de)端口,使(shi)得內部電信號的(de)傳輸繞開的(de)PCB環節,功耗上(shang)有大幅優化,又解(jie)決了CPO不易(yi)(yi)維修的(de)問題(ti),相比之下(xia)更(geng)容易(yi)(yi)落地,我們預計會成(cheng)為一段時期的(de)主流方案。 CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian), CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)銅互(hu)(hu)連(lian)(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)(zhuang)
S
立訊精密
S
金信諾
S
氣派科技
S
上海新陽
S
快克智能
6
0
2
0
韭雨(yu)刀(dao)???????
2025-09-11 15:15:19
CPC共封(feng)裝銅(tong)互連 與 PCB激光分板(ban)
立訊精密與快克智能 聯手實現 CPC 國產替代 什么是CPC 什么是PCB激光分板?快克智能獨供立訊精密PCB激光分板設備 一、功能定位:誰在做什么 CPC:把 224 Gbps 銅纜連接器“共封裝”到 ASIC 封裝基板頂部,徹底跳過 PCB 走線,以換取 <3 dB 的通道損耗和 30 % 功耗下降。 激光分板:在整片高層數、厚銅、超低損耗 PCB(或 SIP、封裝基板)貼片、插件、測試全部完成后,用紫外/皮秒激光把“拼板”切成單臺服務器所需的高密度子板,切割精度 ±2 μm,熱影響區 <5
S
立訊精密
S
快克智能
10
2
6
0
韭雨刀???????
2025-09-11 13:30:14
股東永不減持---快(kuai)克智能(neng)(CPO+PCB設備(bei)新入圈)
2025年(nian)半年(nian)報顯示(shi):公司(si)新(xin)(xin)增(zeng) CPO, PCB 頭部(bu)客戶訂(ding)單。TCB設備(bei)2025年(nian)底前落地,液冷設備(bei)供貨飛龍,間接供貨英偉達(da)。2025年(nian)公司(si)新(xin)(xin)增(zeng)幾大賽道(dao)核心(xin)產品且均已或頭部(bu)客戶訂(ding)單。 三大股(gu)東(dong)自發行上市始(shi)終未減(jian)(jian)持(chi)(chi),表(biao)明對(dui)公司(si)長期看好。 股(gu)東(dong)永不減(jian)(jian)持(chi)(chi)---快克(ke)智(zhi)能(neng)(CPO+PCB設備(bei)新(xin)(xin)入(ru)圈(quan))股(gu)東(dong)永不減(jian)(jian)持(chi)(chi)---快克(ke)智(zhi)能(neng)(CPO+PCB設備(bei)新(xin)(xin)入(ru)圈(quan))股(gu)東(dong)永不減(jian)(jian)持(chi)(chi)---快克(ke)智(zhi)能(neng)(CPO+PCB設備(bei)新(xin)(xin)入(ru)圈(quan))股(gu)東(dong)永不減(jian)(jian)持(chi)(chi)---快克(ke)智(zhi)能(neng)(CPO+PCB設備(bei)新(xin)(xin)入(ru)圈(quan))股(gu)東(dong)永不減(jian)(jian)持(chi)(chi)---快克(ke)智(zhi)能(neng)(CPO+PCB設備(bei)
S
快克智能
S
鼎泰高科
0
0
0
0
韭雨(yu)刀???????
2025-09-11 10:37:30
光(guang)模(mo)塊質檢官(guan)-------天庭掌(zhang)管CPO的(de)神--快(kuai)克智能
兩市唯一:800G以(yi)上光模塊(kuai)質量(liang)檢測設(she)備(bei),已(yi)在(zai)頭部(bu)客戶(hu)批量(liang)應用 液冷供貨飛龍,受益英偉達GB300增量(liang) TCB鍵合設(she)備(bei):HBM關鍵設(she)備(bei),國產化(hua)率為0,公司關鍵技(ji)術突(tu)破(po),有望2025年(nian)底前落地 碳化(hua)硅和分立器件封裝設(she)備(bei)實現頭部(bu)客戶(hu)突(tu)破(po) PCB激(ji)(ji)光設(she)備(bei)已(yi)進入富士(shi)康,立訊(xun)等 META 眼鏡(jing) 激(ji)(ji)光焊設(she)備(bei)已(yi)批量(liang)出貨 天(tian)(tian)(tian)庭掌(zhang)(zhang)管(guan)CPO的(de)(de)神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)天(tian)(tian)(tian)庭掌(zhang)(zhang)管(guan)CPO的(de)(de)神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)天(tian)(tian)(tian)庭掌(zhang)(zhang)管(guan)CPO的(de)(de)神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)天(tian)(tian)(tian)庭掌(zhang)(zhang)管(guan)CPO的(de)(de)神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)天(tian)(tian)(tian)庭掌(zhang)(zhang)管(guan)CPO的(de)(de)神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)天(tian)(tian)(tian)庭掌(zhang)(zhang)管(guan)CPO的(de)(de)神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)天(tian)(tian)(tian)庭掌(zhang)(zhang)管(guan)CP
S
快克智能
S
工業富聯
S
勝宏科技
S
四會富仕
S
騰景科技
7
3
1
0
韭雨(yu)刀(dao)???????
2025-09-10 13:13:31
光模塊誰主沉浮(fu)----快克智能(neng)告訴你
兩市(shi)唯(wei)(wei)一(yi)(yi):800G以上(shang)光(guang)模(mo)(mo)塊質(zhi)(zhi)量(liang)(liang)檢測設(she)(she)(she)(she)備(bei)(bei)(bei) 液冷供貨飛龍,受益英(ying)偉達GB300增量(liang)(liang) TCB鍵合設(she)(she)(she)(she)備(bei)(bei)(bei):HBM關(guan)鍵設(she)(she)(she)(she)備(bei)(bei)(bei),國產化率為0,公司關(guan)鍵技(ji)術突破(po),有望2025年底(di)前落地 碳(tan)化硅和分立器(qi)件封(feng)裝設(she)(she)(she)(she)備(bei)(bei)(bei)實(shi)現頭部客戶突破(po) PCB激(ji)光(guang)設(she)(she)(she)(she)備(bei)(bei)(bei)已(yi)進入富士康(kang),立訊等 META 眼鏡(jing) 激(ji)光(guang)焊設(she)(she)(she)(she)備(bei)(bei)(bei)已(yi)批(pi)量(liang)(liang)出(chu)貨 兩市(shi)唯(wei)(wei)一(yi)(yi):800G以上(shang)光(guang)模(mo)(mo)塊質(zhi)(zhi)量(liang)(liang)檢測設(she)(she)(she)(she)備(bei)(bei)(bei)兩市(shi)唯(wei)(wei)一(yi)(yi):800G以上(shang)光(guang)模(mo)(mo)塊質(zhi)(zhi)量(liang)(liang)檢測設(she)(she)(she)(she)備(bei)(bei)(bei)兩市(shi)唯(wei)(wei)一(yi)(yi):800G以上(shang)光(guang)模(mo)(mo)塊質(zhi)(zhi)量(liang)(liang)檢測設(she)(she)(she)(she)備(bei)(bei)(bei)兩市(shi)唯(wei)(wei)一(yi)(yi):800G以上(shang)光(guang)模(mo)(mo)塊質(zhi)(zhi)量(liang)(liang)檢測設(she)(she)(she)(she)備(bei)(bei)(bei)兩市(shi)唯(wei)(wei)一(yi)(yi):800G以上(shang)光(guang)模(mo)(mo)塊質(zhi)(zhi)量(liang)(liang)檢測設(she)(she)(she)(she)備(bei)(bei)(bei)兩市(shi)唯(wei)(wei)一(yi)(yi):80
S
快克智能
S
勝宏科技
S
新易盛
S
嘉元科技
13
0
0
1.16
韭(jiu)雨刀???????
2025-08-30 23:11:28
空心光纖(數據中心/光模塊)
核心(xin)邏輯: 英偉達GB300最大增量。光(guang)(guang)模(mo)塊400G/800G/1.6T/3.2T 數據(ju)(ju)傳輸最優(you)解(jie)決方(fang)案(an)。數據(ju)(ju)中(zhong)心(xin)骨干網(wang)互聯互通最優(you)路(lu)徑(jing)。 隨著(zhu)算力需(xu)求(qiu)的(de)(de)爆發(fa)(fa)式增長,海(hai)外數據(ju)(ju)中(zhong)心(xin)建設已進(jin)入萬(wan)卡、十萬(wan)卡集群時代,數據(ju)(ju)中(zhong)心(xin)之間的(de)(de)互聯互通、超大算力集群之間的(de)(de)連接以及城域網(wang)范圍(wei)的(de)(de)傳輸需(xu)求(qiu)日益(yi)迫切,DCI(數據(ju)(ju)中(zhong)心(xin)互聯)將迎來關鍵的(de)(de)發(fa)(fa)展節(jie)點。空芯光(guang)(guang)纖作為(wei)DCI的(de)(de)重要技術(shu)方(fang)案(an),具有顯(xian)著(zhu)的(de)(de)技術(shu)優(you)勢(shi)與市場潛力,預(yu)計(ji)近(jin)年內商業(ye)化(hua)進(jin)程(cheng)有望明顯(xian)提速。 國(guo)內商業(ye)化(hua)嘗試 2024年6月,領纖科技助力中(zhong)國(guo)移動(dong)完成(cheng)全球首個8
S
長飛光纖
S
遠東股份
S
亨通光電
S
特發信息
24
6
15
11.61
韭(jiu)雨(yu)刀???????
2025-08-29 14:56:17
英偉達兒媳股----遠東股份
如今的(de)(de)遠(yuan)東(dong)股(gu)份已(yi)不(bu)在是從前的(de)(de)遠(yuan)東(dong)。這(zhe)次的(de)(de)半(ban)年報和(he)最(zui)新調(diao)研報告帶你從新認(ren)識下FAR EAST. 已(yi)打(da)電(dian)話(hua)給公司(si)證券部(bu) (0510-87249788)核實,全球(qiu)領先人工智能芯片公司(si)就是英(ying)(ying)(ying)偉(wei)達(da)(da),產(chan)品涵蓋空心光纖(xian),高速銅纜,液冷板(ban)。公司(si)已(yi)簽保(bao)密協議,不(bu)方便直接(jie)講。有(you)(you)(you)疑(yi)惑的(de)(de)可以打(da)電(dian)話(hua)去問,證券部(bu)的(de)(de)小姐(jie)(jie)姐(jie)(jie)人很(hen)和(he)善(shan),聲音甜掉牙(ya)。 空心光纖(xian)為英(ying)(ying)(ying)偉(wei)達(da)(da)GB300最(zui)大增量,長飛(fei)光纖(xian)董秘(mi)已(yi)否(fou)認(ren)有(you)(you)(you)合作。真正拿到英(ying)(ying)(ying)偉(wei)達(da)(da)供應(ying)商(shang)代碼的(de)(de)是遠(yuan)東(dong)股(gu)份。 遠(yuan)東(dong)股(gu)份 獲得英(ying)(ying)(ying)偉(wei)達(da)(da) VENDER CODE (供應(ying)商(shang)代碼)。有(you)(you)(you)此代碼的(de)(de)上市(shi)公司(si)
S
遠東股份
S
長飛光纖
S
榮億精密
S
工業富聯
S
新易盛
21
13
13
7.73
韭雨刀???????
2025-07-28 14:05:12
芯基(ji)微裝----LDI直寫光(guang)刻(ke)設備
調研紀(ji)要(yao)---------高(gao)(gao)端(duan)PCB國(guo)產替代:LDI直寫光刻設(she)備 LDI曝光機應(ying)用(yong)的優勢(shi)體現(xian)在哪里?答: 公司(si)LDI現(xian)在量產精度(du)達2μm微納技(ji)術(shu)節點,在最(zui)近新發展的CoWoS-L技(ji)術(shu)中得到了(le)應(ying)用(yong),該技(ji)術(shu)核心創新在于其采(cai)用(yong)了(le)重組插層(ceng)(Reconstituted Interposer)結構,以(yi)及多個基(ji)于硅(gui)的本地硅(gui)互連(LSI)芯(xin)片。這一(yi)設(she)計有效地替代了(le)CoWoS-S中的單片硅(gui)interposer,通(tong)過在插層(ceng)中引入(ru)全域再分(fen)布層(ceng)(RDL)和(he)穿絕緣(yuan)體通(tong)孔(TIV),實現(xian)了(le)更(geng)低的插入(ru)損耗和(he)更(geng)高(gao)(gao)的電氣性能(neng)和(he)更(geng)
S
芯碁微裝
0
0
3
1.44
韭雨刀???????
2025-07-23 09:49:12
金帝股份----盾(dun)構機(ji)重要核心部件--保(bao)持架兩(liang)市唯一
金(jin)帝(di)股份(fen)----兩市(shi)唯(wei)一(yi)保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)核(he)心。 盾(dun)構(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)為(wei)重(zhong)要消耗品。 公(gong)司(si)官網 如下 盾(dun)構(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)軸(zhou)承保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)是盾(dun)構(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)承的重(zhong)要組成部分(fen),其設(she)計(ji)具有(you)高強(qiang)(qiang)度、不(bu)易變形(xing)、導熱(re)性(xing)好、耐(nai)磨性(xing)強(qiang)(qiang)和(he)精(jing)度高等優點。主(zhu)(zhu)推力滾道保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)采(cai)用套圈(quan)引導保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)方(fang)式,其兜孔設(she)計(ji)為(wei)交錯斜(xie)坡(po)式,而輔推力滾道保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)和(he)徑(jing)向滾道保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)則采(cai)用分(fen)段式結構(gou),并在(zai)每段保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)上設(she)有(you)潤滑(hua)油槽(cao),有(you)助(zhu)于提高保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)的性(xing)能和(he)使用壽命。 金(jin)帝(di)股份(fen)----兩市(shi)唯(wei)一(yi)保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)核(he)心。 盾(dun)構(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)為(wei)重(zhong)要消耗品。金(jin)帝(di)股份(fen)----兩市(shi)唯(wei)一(yi)保(bao)(bao)(bao)(bao)持(chi)(chi)架(jia)核(he)心。 盾(dun)構(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)保(bao)(bao)(bao)(bao)持(chi)(chi)
S
金帝股份
S
山河智能
S
博云新材
0
2
4
1.51
韭(jiu)雨刀???????
2025-07-21 11:23:33
距離西(xi)藏最近的民爆(bao)硝(xiao)酸(suan)銨(an)---四川(chuan)美豐
四(si)(si)(si)川(chuan)(chuan)美豐 硝(xiao)(xiao)酸(suan)銨年(nian)產(chan)(chan)24萬(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)名(ming)第(di)一(yi)(yi),主(zhu)(zhu)要(yao)用于(yu)(yu)(yu)制(zhi)造民(min)爆(bao)產(chan)(chan)品(pin),四(si)(si)(si)川(chuan)(chuan)直達西(xi)藏(zang)(zang)(zang)。 硝(xiao)(xiao)酸(suan)銨年(nian)產(chan)(chan)24萬(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)名(ming)第(di)一(yi)(yi),主(zhu)(zhu)要(yao)用于(yu)(yu)(yu)制(zhi)造民(min)爆(bao)產(chan)(chan)品(pin),四(si)(si)(si)川(chuan)(chuan)直達西(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)酸(suan)銨年(nian)產(chan)(chan)24萬(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)名(ming)第(di)一(yi)(yi),主(zhu)(zhu)要(yao)用于(yu)(yu)(yu)制(zhi)造民(min)爆(bao)產(chan)(chan)品(pin),四(si)(si)(si)川(chuan)(chuan)直達西(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)酸(suan)銨年(nian)產(chan)(chan)24萬(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)名(ming)第(di)一(yi)(yi),主(zhu)(zhu)要(yao)用于(yu)(yu)(yu)制(zhi)造民(min)爆(bao)產(chan)(chan)品(pin),四(si)(si)(si)川(chuan)(chuan)直達西(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)酸(suan)銨年(nian)產(chan)(chan)24萬(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)名(ming)第(di)一(yi)(yi),主(zhu)(zhu)要(yao)用于(yu)(yu)(yu)制(zhi)造民(min)爆(bao)產(chan)(chan)品(pin),四(si)(si)(si)川(chuan)(chuan)直達西(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)酸(suan)銨年(nian)產(chan)(chan)24萬(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)名(ming)第(di)一(yi)(yi),主(zhu)(zhu)要(yao)用于(yu)(yu)(yu)制(zhi)造民(min)爆(bao)產(chan)(chan)品(pin),四(si)(si)(si)川(chuan)(chuan)直達西(xi)藏(zang)(zang)(zang)。硝(xiao)(xiao)酸(suan)銨年(nian)產(chan)(chan)24萬(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)名(ming)第(di)一(yi)(yi),主(zhu)(zhu)要(yao)用于(yu)(yu)(yu)制(zhi)造民(min)爆(bao)產(chan)(chan)品(pin),四(si)(si)(si)川(chuan)(chuan)直達西(xi)藏(zang)(zang)(zang)
S
四川美豐
S
高爭民爆
0
0
1
1.07
韭雨刀???????
2025-07-10 10:28:15
可替(ti)代(dai)電子(zi)玻(bo)璃纖維的(de)電子(zi)級聚酯樹(shu)脂----董秘最新石(shi)錘
光華股(gu)份 1. 電(dian)子(zi)(zi)(zi)(zi)級(ji)(ji)封裝材(cai)料聚(ju)(ju)酯(zhi)(zhi)樹(shu)脂(zhi)(zhi)可以用(yong)于PCB 封裝,已小批量(liang)試產 2. 成本低(di),與玻(bo)(bo)璃(li)纖維(wei)(wei)復(fu)合使(shi)用(yong)可有(you)效提(ti)高機械性,滿足高頻高速應用(yong) 3. 公司股(gu)價低(di)于發行價,大股(gu)東限制減持,實際真實流通小于 上緯新(xin)材(cai),不足4億 4. 四級(ji)(ji)行業(ye)完美(mei)對標 上緯新(xin)材(cai) 5. 世名科(ke)技: PCB 用(yong) 樹(shu)脂(zhi)(zhi)上游材(cai)料。 可替代(dai)電(dian)子(zi)(zi)(zi)(zi)玻(bo)(bo)璃(li)纖維(wei)(wei)的(de)(de)電(dian)子(zi)(zi)(zi)(zi)級(ji)(ji)聚(ju)(ju)酯(zhi)(zhi)樹(shu)脂(zhi)(zhi)----董(dong)秘(mi)(mi)最新(xin)石錘可替代(dai)電(dian)子(zi)(zi)(zi)(zi)玻(bo)(bo)璃(li)纖維(wei)(wei)的(de)(de)電(dian)子(zi)(zi)(zi)(zi)級(ji)(ji)聚(ju)(ju)酯(zhi)(zhi)樹(shu)脂(zhi)(zhi)----董(dong)秘(mi)(mi)最新(xin)石錘可替代(dai)電(dian)子(zi)(zi)(zi)(zi)玻(bo)(bo)璃(li)纖維(wei)(wei)的(de)(de)電(dian)子(zi)(zi)(zi)(zi)級(ji)(ji)聚(ju)(ju)酯(zhi)(zhi)樹(shu)脂(zhi)(zhi)----董(dong)秘(mi)(mi)最新(xin)石錘可替代(dai)電(dian)子(zi)(zi)(zi)(zi)玻(bo)(bo)璃(li)纖維(wei)(wei)的(de)(de)電(dian)子(zi)(zi)(zi)(zi)級(ji)(ji)聚(ju)(ju)酯(zhi)(zhi)樹(shu)脂(zhi)(zhi)-
S
光華股份
S
上緯新材
S
世名科技
7
4
3
6.82
韭雨刀(dao)???????
2025-07-09 10:48:05
醫療(liao)器械(xie)行業+智元機器人參股=樂心醫療(liao)
樂心醫療(liao), 股(gu)(gu)(gu)性好,市值底,位置更低 UBS ,高盛, MOGAN, 社保 等股(gu)(gu)(gu)東新(xin)進 健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)鏈(lian)(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)(lian) 南(nan)京高榕(rong)五(wu)期一號(hao)股(gu)(gu)(gu)權投資(zi)合(he)伙(huo)企業(有限合(he)伙(huo))參股(gu)(gu)(gu)智元0.4412%,樂心醫療(liao)參股(gu)(gu)(gu)南(nan)京高榕(rong)五(wu)期一號(hao)股(gu)(gu)(gu)權投資(zi)合(he)伙(huo)企業(有限合(he)伙(huo))0.5419% 健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)鏈(lian)(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)(lian)健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)鏈(lian)(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)(lian)健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)鏈(lian)(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)(lian)健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)鏈(lian)(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)(lian)健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)鏈(lian)(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)(lian)健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)鏈(lian)(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)(lian)健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)鏈(lian)(lian)(lian) 器(qi)械(xie)+ 區(qu)(qu)塊(kuai)鏈(lian)(lian)(lian)健(jian)康(kang)(kang)(kang)(kang)IOT 上(shang)(shang)
S
樂心醫療
S
福瑞股份
S
五洲醫療
S
上緯新材
S
恒工精密
1
1
2
2.07
韭(jiu)雨(yu)刀???????
2025-07-07 11:43:49
輸變電設備(bei)中的黃金----三變科技
三(san)(san)變(bian)(bian)(bian)科(ke)技: 已石錘供貨馬斯克Grok4 x AI,美國工廠全面對(dui)接馬斯克超(chao)算中(zhong)心。馬斯克表示未來將以(yi)無人(ren)出租車和人(ren)形機(ji)器人(ren)為(wei)發(fa)展中(zhong)點,無人(ren)出租車和人(ren)形機(ji)器人(ren)都需要(yao)Grok4提供算力(li)支(zhi)(zhi)持。 長城電(dian)(dian)工反(fan)包板,電(dian)(dian)力(li)各分(fen)支(zhi)(zhi)板塊整(zheng)體走(zou)強,電(dian)(dian)網設備(bei)迎(ying)來發(fa)展新機(ji)遇。 三(san)(san)變(bian)(bian)(bian)科(ke)技 辨識度(du)拉滿 輸(shu)變(bian)(bian)(bian)電(dian)(dian)設備(bei)中(zhong)的(de)黃(huang)(huang)(huang)金(jin)(jin)(jin)----三(san)(san)變(bian)(bian)(bian)科(ke)技輸(shu)變(bian)(bian)(bian)電(dian)(dian)設備(bei)中(zhong)的(de)黃(huang)(huang)(huang)金(jin)(jin)(jin)----三(san)(san)變(bian)(bian)(bian)科(ke)技輸(shu)變(bian)(bian)(bian)電(dian)(dian)設備(bei)中(zhong)的(de)黃(huang)(huang)(huang)金(jin)(jin)(jin)----三(san)(san)變(bian)(bian)(bian)科(ke)技輸(shu)變(bian)(bian)(bian)電(dian)(dian)設備(bei)中(zhong)的(de)黃(huang)(huang)(huang)金(jin)(jin)(jin)----三(san)(san)變(bian)(bian)(bian)科(ke)技輸(shu)變(bian)(bian)(bian)電(dian)(dian)設備(bei)中(zhong)的(de)黃(huang)(huang)(huang)金(jin)(jin)(jin)----三(san)(san)變(bian)(bian)(bian)科(ke)技輸(shu)變(bian)(bian)(bian)電(dian)(dian)設備(bei)中(zhong)的(de)黃(huang)(huang)(huang)金(jin)(jin)(jin)----三(san)(san)變(bian)(bian)(bian)科(ke)技輸(shu)變(bian)(bian)(bian)電(dian)(dian)設備(bei)中(zhong)的(de)黃(huang)(huang)(huang)金(jin)(jin)(jin)-
S
三變科技
S
長城電工
S
蘇文電能
4
0
5
2.87
韭雨刀???????
2025-07-04 13:21:20
英偉達GB300最大增(zeng)量---PTFE---中(zhong)英科技
PTFE 高頻覆銅板-----兩市唯一----中英科技---年產30萬平方米項目已量產。 PTFE 是聚四氟乙烯(Polytetrafluoroethylene)的英文縮寫,它是一種高分子材料,有著低介電常數(erx2.1)和低損耗(tan6<0.001)特性,讓他可以應用在PCB和AI服務器中,并且能夠在制作覆銅板時替代相應的材料。 電子玻纖布:在高頻高速電路領域,PTFE薄膜因其具有極低的介電常數(通常在 2.1 左右)和損耗因子(僅為 0.0004 左右),能有效降低信號衰減,提升傳輸速度
S
中英科技
S
隆揚電子
26
17
25
32.72
韭雨(yu)刀(dao)???????
2025-07-01 14:08:24
金安國(guo)紀全資子(zi)公(gong)司----生產(chan)玻(bo)璃纖維布
金(jin)安(an)國紀(ji)主(zhu)要(yao)生產并銷售夏銅(tong)板(ban)、 半(ban)(ban)固(gu)化(hua)片和玻璃(li)纖(xian)維(wei)布等(deng)(deng)基礎材料及(ji)制品。如(ru)(ru)財務(wu)(wu)(wu)報(bao)表附注(zhu)六(liu)、37 所(suo)述,2024度,金(jin)安(an)國紀(ji)確(que)認(ren)的主(zhu)營業(ye)務(wu)(wu)(wu)收入(ru)為 397,040.13 萬元(yuan)(yuan)。金(jin)安(an)國紀(ji)主(zhu)要(yao)生產并銷售夏銅(tong)板(ban)、 半(ban)(ban)固(gu)化(hua)片和玻璃(li)纖(xian)維(wei)布等(deng)(deng)基礎材料及(ji)制品。如(ru)(ru)財務(wu)(wu)(wu)報(bao)表附注(zhu)六(liu)、37 所(suo)述,2024度,金(jin)安(an)國紀(ji)確(que)認(ren)的主(zhu)營業(ye)務(wu)(wu)(wu)收入(ru)為 397,040.13 萬元(yuan)(yuan)。金(jin)安(an)國紀(ji)主(zhu)要(yao)生產并銷售夏銅(tong)板(ban)、 半(ban)(ban)固(gu)化(hua)片和玻璃(li)纖(xian)維(wei)布等(deng)(deng)基礎材料及(ji)制品。如(ru)(ru)財務(wu)(wu)(wu)報(bao)表附注(zhu)六(liu)、37 所(suo)述,2024度,金(jin)安(an)國紀(ji)確(que)認(ren)的主(zhu)營業(ye)務(wu)(wu)(wu)收入(ru)為 397,040.1
S
金安國紀
S
宏和科技
S
中材科技
2
1
2
4.91
上一(yi)頁
1
2
3
4
5
6
11
下(xia)一頁(ye)
前往
頁
韭雨刀???????
2025-09-11 18:07:00
CPC產業(ye)庫
產業邏輯: 光(guang)博(bo)會(hui)上,兩大(da)龍(long)頭旭創(chuang)和立(li)訊均(jun)提出了(le)CPC(共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian))的(de)(de)(de)概念,核心變化(hua)在于從交換機ASIC芯片側通過銅(tong)(tong)纜直(zhi)接(jie)連(lian)(lian)(lian)(lian)(lian)接(jie)到交換機的(de)(de)(de)端(duan)口,使得內部電信號的(de)(de)(de)傳(chuan)輸(shu)繞開(kai)的(de)(de)(de)PCB環節,功耗上有大(da)幅(fu)優化(hua),又解決了(le)CPO不(bu)易維修的(de)(de)(de)問題(ti),相(xiang)比之下更容易落地(di),我們預計會(hui)成(cheng)為(wei)一段(duan)時期的(de)(de)(de)主流方(fang)案。 CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian), CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連(lian)(lian)(lian)(lian)(lian),CPC共(gong)(gong)(gong)封(feng)(feng)裝(zhuang)(zhuang)(zhuang)(zhuang)
S
立訊精密
S
金信諾
S
氣派科技
S
上海新陽
S
快克智能
6
0
2
0
韭雨刀???????
2025-09-11 15:15:19
CPC共(gong)封裝(zhuang)銅互連(lian) 與(yu) PCB激光分板
立訊精密與快克智能 聯手實現 CPC 國產替代 什么是CPC 什么是PCB激光分板?快克智能獨供立訊精密PCB激光分板設備 一、功能定位:誰在做什么 CPC:把 224 Gbps 銅纜連接器“共封裝”到 ASIC 封裝基板頂部,徹底跳過 PCB 走線,以換取 <3 dB 的通道損耗和 30 % 功耗下降。 激光分板:在整片高層數、厚銅、超低損耗 PCB(或 SIP、封裝基板)貼片、插件、測試全部完成后,用紫外/皮秒激光把“拼板”切成單臺服務器所需的高密度子板,切割精度 ±2 μm,熱影響區 <5
S
立訊精密
S
快克智能
10
2
6
0
韭雨刀(dao)???????
2025-09-11 13:30:14
股東永(yong)不減持---快克(ke)智(zhi)能(CPO+PCB設備新入圈)
2025年(nian)半(ban)年(nian)報顯示(shi):公(gong)司新(xin)增(zeng) CPO, PCB 頭部(bu)客戶(hu)訂單。TCB設(she)備(bei)2025年(nian)底前落地(di),液冷設(she)備(bei)供貨飛龍,間接供貨英偉達。2025年(nian)公(gong)司新(xin)增(zeng)幾大賽(sai)道核心產品且均已或頭部(bu)客戶(hu)訂單。 三(san)大股(gu)(gu)東(dong)自發(fa)行上(shang)市始終未減(jian)持(chi),表明對公(gong)司長期看好。 股(gu)(gu)東(dong)永(yong)不(bu)(bu)減(jian)持(chi)---快克(ke)智能(neng)(CPO+PCB設(she)備(bei)新(xin)入(ru)(ru)圈)股(gu)(gu)東(dong)永(yong)不(bu)(bu)減(jian)持(chi)---快克(ke)智能(neng)(CPO+PCB設(she)備(bei)新(xin)入(ru)(ru)圈)股(gu)(gu)東(dong)永(yong)不(bu)(bu)減(jian)持(chi)---快克(ke)智能(neng)(CPO+PCB設(she)備(bei)新(xin)入(ru)(ru)圈)股(gu)(gu)東(dong)永(yong)不(bu)(bu)減(jian)持(chi)---快克(ke)智能(neng)(CPO+PCB設(she)備(bei)新(xin)入(ru)(ru)圈)股(gu)(gu)東(dong)永(yong)不(bu)(bu)減(jian)持(chi)---快克(ke)智能(neng)(CPO+PCB設(she)備(bei)
S
快克智能
S
鼎泰高科
0
0
0
0
韭雨(yu)刀???????
2025-09-11 10:37:30
光模塊質檢官(guan)-------天庭掌管(guan)CPO的神--快克智(zhi)能
兩市唯一:800G以上光(guang)(guang)模塊質量(liang)檢測設(she)(she)備(bei)(bei),已在頭(tou)部客戶批(pi)量(liang)應(ying)用(yong) 液冷(leng)供貨(huo)飛龍,受益英偉達GB300增量(liang) TCB鍵合設(she)(she)備(bei)(bei):HBM關鍵設(she)(she)備(bei)(bei),國產化率(lv)為0,公司關鍵技術突破,有望(wang)2025年底前(qian)落地(di) 碳化硅和分立器件封裝設(she)(she)備(bei)(bei)實現(xian)頭(tou)部客戶突破 PCB激光(guang)(guang)設(she)(she)備(bei)(bei)已進入富士康,立訊(xun)等 META 眼鏡 激光(guang)(guang)焊(han)設(she)(she)備(bei)(bei)已批(pi)量(liang)出貨(huo) 天庭掌(zhang)管(guan)CPO的(de)(de)(de)神--快(kuai)克(ke)(ke)智能(neng)天庭掌(zhang)管(guan)CPO的(de)(de)(de)神--快(kuai)克(ke)(ke)智能(neng)天庭掌(zhang)管(guan)CPO的(de)(de)(de)神--快(kuai)克(ke)(ke)智能(neng)天庭掌(zhang)管(guan)CPO的(de)(de)(de)神--快(kuai)克(ke)(ke)智能(neng)天庭掌(zhang)管(guan)CPO的(de)(de)(de)神--快(kuai)克(ke)(ke)智能(neng)天庭掌(zhang)管(guan)CPO的(de)(de)(de)神--快(kuai)克(ke)(ke)智能(neng)天庭掌(zhang)管(guan)CP
S
快克智能
S
工業富聯
S
勝宏科技
S
四會富仕
S
騰景科技
7
3
1
0
韭雨刀(dao)???????
2025-09-10 13:13:31
光(guang)模塊誰(shui)主沉(chen)浮----快克智能告訴你
兩市(shi)(shi)唯一(yi):800G以(yi)(yi)上(shang)(shang)光(guang)(guang)(guang)模(mo)(mo)塊質量(liang)檢測設(she)備(bei)(bei) 液冷供貨(huo)(huo)飛龍,受益(yi)英偉達(da)GB300增量(liang) TCB鍵合設(she)備(bei)(bei):HBM關(guan)鍵設(she)備(bei)(bei),國產化(hua)率為(wei)0,公(gong)司關(guan)鍵技術突破,有望(wang)2025年底前落地 碳(tan)化(hua)硅和分立器件(jian)封(feng)裝設(she)備(bei)(bei)實現頭(tou)部(bu)客戶突破 PCB激光(guang)(guang)(guang)設(she)備(bei)(bei)已(yi)進(jin)入富士康,立訊等 META 眼鏡 激光(guang)(guang)(guang)焊設(she)備(bei)(bei)已(yi)批量(liang)出貨(huo)(huo) 兩市(shi)(shi)唯一(yi):800G以(yi)(yi)上(shang)(shang)光(guang)(guang)(guang)模(mo)(mo)塊質量(liang)檢測設(she)備(bei)(bei)兩市(shi)(shi)唯一(yi):800G以(yi)(yi)上(shang)(shang)光(guang)(guang)(guang)模(mo)(mo)塊質量(liang)檢測設(she)備(bei)(bei)兩市(shi)(shi)唯一(yi):800G以(yi)(yi)上(shang)(shang)光(guang)(guang)(guang)模(mo)(mo)塊質量(liang)檢測設(she)備(bei)(bei)兩市(shi)(shi)唯一(yi):800G以(yi)(yi)上(shang)(shang)光(guang)(guang)(guang)模(mo)(mo)塊質量(liang)檢測設(she)備(bei)(bei)兩市(shi)(shi)唯一(yi):800G以(yi)(yi)上(shang)(shang)光(guang)(guang)(guang)模(mo)(mo)塊質量(liang)檢測設(she)備(bei)(bei)兩市(shi)(shi)唯一(yi):80
S
快克智能
S
勝宏科技
S
新易盛
S
嘉元科技
13
0
0
1.16
韭雨(yu)刀???????
2025-08-30 23:11:28
空心光纖(數據中心/光模塊)
核心(xin)(xin)邏輯: 英偉(wei)達GB300最(zui)大(da)增量。光(guang)模塊(kuai)400G/800G/1.6T/3.2T 數(shu)據(ju)(ju)傳(chuan)(chuan)輸(shu)最(zui)優(you)解決方案。數(shu)據(ju)(ju)中(zhong)心(xin)(xin)骨(gu)干網(wang)互(hu)聯(lian)互(hu)通最(zui)優(you)路徑。 隨(sui)著算力(li)需(xu)求的(de)(de)爆發式增長,海外數(shu)據(ju)(ju)中(zhong)心(xin)(xin)建設已進(jin)入萬(wan)卡、十萬(wan)卡集(ji)群(qun)時(shi)代,數(shu)據(ju)(ju)中(zhong)心(xin)(xin)之間的(de)(de)互(hu)聯(lian)互(hu)通、超大(da)算力(li)集(ji)群(qun)之間的(de)(de)連接以(yi)及城(cheng)域網(wang)范圍的(de)(de)傳(chuan)(chuan)輸(shu)需(xu)求日益(yi)迫切,DCI(數(shu)據(ju)(ju)中(zhong)心(xin)(xin)互(hu)聯(lian))將迎來關鍵的(de)(de)發展節點。空(kong)芯光(guang)纖(xian)作為DCI的(de)(de)重(zhong)要技術(shu)方案,具有(you)顯(xian)著的(de)(de)技術(shu)優(you)勢與市場潛力(li),預計近(jin)年(nian)內商業化進(jin)程有(you)望明顯(xian)提速(su)。 國內商業化嘗(chang)試 2024年(nian)6月(yue),領纖(xian)科技助力(li)中(zhong)國移動完成全球首個(ge)8
S
長飛光纖
S
遠東股份
S
亨通光電
S
特發信息
24
6
15
11.61
韭雨刀???????
2025-08-29 14:56:17
英偉達(da)兒媳(xi)股(gu)----遠東股(gu)份
如(ru)今的(de)(de)遠(yuan)(yuan)東(dong)股份已不在是從前(qian)的(de)(de)遠(yuan)(yuan)東(dong)。這次(ci)的(de)(de)半年(nian)報和最新調研(yan)報告帶你從新認(ren)識(shi)下FAR EAST. 已打電話(hua)給公(gong)司證券部(bu) (0510-87249788)核實(shi),全球領先人工智能(neng)芯片(pian)公(gong)司就(jiu)是英(ying)偉達(da),產品涵蓋空心光(guang)(guang)纖,高速(su)銅纜,液冷板。公(gong)司已簽保(bao)密協(xie)議,不方便(bian)直接(jie)講。有疑惑(huo)的(de)(de)可以打電話(hua)去(qu)問,證券部(bu)的(de)(de)小姐姐人很和善,聲音甜掉牙。 空心光(guang)(guang)纖為英(ying)偉達(da)GB300最大增量,長飛光(guang)(guang)纖董秘已否認(ren)有合作。真正拿到英(ying)偉達(da)供應(ying)商(shang)代碼(ma)的(de)(de)是遠(yuan)(yuan)東(dong)股份。 遠(yuan)(yuan)東(dong)股份 獲得英(ying)偉達(da) VENDER CODE (供應(ying)商(shang)代碼(ma))。有此代碼(ma)的(de)(de)上市公(gong)司
S
遠東股份
S
長飛光纖
S
榮億精密
S
工業富聯
S
新易盛
21
13
13
7.73
韭雨刀???????
2025-07-28 14:05:12
芯基微(wei)裝----LDI直寫光刻設備
調(diao)研紀(ji)要(yao)---------高端PCB國產替(ti)代(dai):LDI直寫光刻設備 LDI曝光機應(ying)用的(de)優勢體現在(zai)(zai)哪里?答: 公(gong)司LDI現在(zai)(zai)量(liang)產精(jing)度達(da)2μm微納技術(shu)(shu)節(jie)點,在(zai)(zai)最近新(xin)發(fa)展的(de)CoWoS-L技術(shu)(shu)中得到了(le)應(ying)用,該技術(shu)(shu)核(he)心創新(xin)在(zai)(zai)于(yu)其采(cai)用了(le)重組插(cha)(cha)層(Reconstituted Interposer)結(jie)構,以及多個基于(yu)硅(gui)(gui)的(de)本地硅(gui)(gui)互連(lian)(LSI)芯片。這(zhe)一設計有(you)效地替(ti)代(dai)了(le)CoWoS-S中的(de)單片硅(gui)(gui)interposer,通(tong)過在(zai)(zai)插(cha)(cha)層中引入全域再分布層(RDL)和(he)穿絕緣(yuan)體通(tong)孔(TIV),實(shi)現了(le)更低的(de)插(cha)(cha)入損耗(hao)和(he)更高的(de)電(dian)氣性能(neng)和(he)更
S
芯碁微裝
0
0
3
1.44
韭雨刀???????
2025-07-23 09:49:12
金帝股份----盾構機(ji)重要核心部(bu)件--保持架兩市唯一
金(jin)(jin)帝(di)股(gu)份(fen)----兩(liang)市唯一(yi)保(bao)持(chi)架(jia)(jia)核(he)心(xin)。 盾構(gou)(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)保(bao)持(chi)架(jia)(jia)為重(zhong)要消耗品。 公(gong)司官網 如下 盾構(gou)(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)軸(zhou)承保(bao)持(chi)架(jia)(jia)是盾構(gou)(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)承的(de)重(zhong)要組成部(bu)分,其(qi)設計具有高(gao)(gao)強(qiang)度、不易變形、導(dao)(dao)熱性(xing)(xing)好、耐磨性(xing)(xing)強(qiang)和精度高(gao)(gao)等優點。主(zhu)(zhu)推力(li)滾道保(bao)持(chi)架(jia)(jia)采用套(tao)圈(quan)引導(dao)(dao)保(bao)持(chi)架(jia)(jia)方(fang)式(shi),其(qi)兜孔設計為交錯斜坡式(shi),而輔推力(li)滾道保(bao)持(chi)架(jia)(jia)和徑向滾道保(bao)持(chi)架(jia)(jia)則采用分段式(shi)結構(gou)(gou),并在(zai)每(mei)段保(bao)持(chi)架(jia)(jia)上設有潤滑(hua)油(you)槽,有助(zhu)于提(ti)高(gao)(gao)保(bao)持(chi)架(jia)(jia)的(de)性(xing)(xing)能和使(shi)用壽(shou)命。 金(jin)(jin)帝(di)股(gu)份(fen)----兩(liang)市唯一(yi)保(bao)持(chi)架(jia)(jia)核(he)心(xin)。 盾構(gou)(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)保(bao)持(chi)架(jia)(jia)為重(zhong)要消耗品。金(jin)(jin)帝(di)股(gu)份(fen)----兩(liang)市唯一(yi)保(bao)持(chi)架(jia)(jia)核(he)心(xin)。 盾構(gou)(gou)機(ji)(ji)主(zhu)(zhu)軸(zhou)保(bao)持(chi)
S
金帝股份
S
山河智能
S
博云新材
0
2
4
1.51
韭(jiu)雨刀???????
2025-07-21 11:23:33
距離西藏最近的民爆硝酸銨---四川美豐
四(si)(si)(si)川美豐 硝(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)24萬(wan)(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)一(yi),主(zhu)要(yao)用(yong)于(yu)(yu)(yu)制(zhi)造(zao)(zao)民(min)(min)爆(bao)(bao)(bao)(bao)產(chan)(chan)品(pin),四(si)(si)(si)川直(zhi)(zhi)(zhi)達(da)(da)西(xi)(xi)(xi)藏(zang)。 硝(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)24萬(wan)(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)一(yi),主(zhu)要(yao)用(yong)于(yu)(yu)(yu)制(zhi)造(zao)(zao)民(min)(min)爆(bao)(bao)(bao)(bao)產(chan)(chan)品(pin),四(si)(si)(si)川直(zhi)(zhi)(zhi)達(da)(da)西(xi)(xi)(xi)藏(zang)。硝(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)24萬(wan)(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)一(yi),主(zhu)要(yao)用(yong)于(yu)(yu)(yu)制(zhi)造(zao)(zao)民(min)(min)爆(bao)(bao)(bao)(bao)產(chan)(chan)品(pin),四(si)(si)(si)川直(zhi)(zhi)(zhi)達(da)(da)西(xi)(xi)(xi)藏(zang)。硝(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)24萬(wan)(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)一(yi),主(zhu)要(yao)用(yong)于(yu)(yu)(yu)制(zhi)造(zao)(zao)民(min)(min)爆(bao)(bao)(bao)(bao)產(chan)(chan)品(pin),四(si)(si)(si)川直(zhi)(zhi)(zhi)達(da)(da)西(xi)(xi)(xi)藏(zang)。硝(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)24萬(wan)(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)一(yi),主(zhu)要(yao)用(yong)于(yu)(yu)(yu)制(zhi)造(zao)(zao)民(min)(min)爆(bao)(bao)(bao)(bao)產(chan)(chan)品(pin),四(si)(si)(si)川直(zhi)(zhi)(zhi)達(da)(da)西(xi)(xi)(xi)藏(zang)。硝(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)24萬(wan)(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)一(yi),主(zhu)要(yao)用(yong)于(yu)(yu)(yu)制(zhi)造(zao)(zao)民(min)(min)爆(bao)(bao)(bao)(bao)產(chan)(chan)品(pin),四(si)(si)(si)川直(zhi)(zhi)(zhi)達(da)(da)西(xi)(xi)(xi)藏(zang)。硝(xiao)(xiao)酸(suan)銨(an)年(nian)產(chan)(chan)24萬(wan)(wan)噸,產(chan)(chan)量(liang)(liang)排(pai)(pai)名(ming)(ming)第(di)一(yi),主(zhu)要(yao)用(yong)于(yu)(yu)(yu)制(zhi)造(zao)(zao)民(min)(min)爆(bao)(bao)(bao)(bao)產(chan)(chan)品(pin),四(si)(si)(si)川直(zhi)(zhi)(zhi)達(da)(da)西(xi)(xi)(xi)藏(zang)
S
四川美豐
S
高爭民爆
0
0
1
1.07
韭雨刀???????
2025-07-10 10:28:15
可替(ti)代(dai)電子(zi)玻璃(li)纖維的電子(zi)級(ji)聚(ju)酯(zhi)樹脂----董(dong)秘(mi)最新石錘
光華股份 1. 電(dian)(dian)(dian)子(zi)(zi)(zi)級(ji)封裝材料聚酯(zhi)樹脂可(ke)(ke)以(yi)用于PCB 封裝,已(yi)小(xiao)批量試(shi)產 2. 成(cheng)本低,與玻(bo)璃(li)纖(xian)(xian)維(wei)(wei)復合使用可(ke)(ke)有效提高(gao)(gao)機械(xie)性(xing),滿足(zu)高(gao)(gao)頻高(gao)(gao)速應用 3. 公司股價(jia)低于發行(xing)價(jia),大股東限制減(jian)持(chi),實際真實流通小(xiao)于 上緯(wei)新(xin)材,不(bu)足(zu)4億 4. 四級(ji)行(xing)業完美對標 上緯(wei)新(xin)材 5. 世名科技: PCB 用 樹脂上游材料。 可(ke)(ke)替(ti)代(dai)(dai)(dai)電(dian)(dian)(dian)子(zi)(zi)(zi)玻(bo)璃(li)纖(xian)(xian)維(wei)(wei)的電(dian)(dian)(dian)子(zi)(zi)(zi)級(ji)聚酯(zhi)樹脂----董秘最新(xin)石(shi)錘(chui)可(ke)(ke)替(ti)代(dai)(dai)(dai)電(dian)(dian)(dian)子(zi)(zi)(zi)玻(bo)璃(li)纖(xian)(xian)維(wei)(wei)的電(dian)(dian)(dian)子(zi)(zi)(zi)級(ji)聚酯(zhi)樹脂----董秘最新(xin)石(shi)錘(chui)可(ke)(ke)替(ti)代(dai)(dai)(dai)電(dian)(dian)(dian)子(zi)(zi)(zi)玻(bo)璃(li)纖(xian)(xian)維(wei)(wei)的電(dian)(dian)(dian)子(zi)(zi)(zi)級(ji)聚酯(zhi)樹脂----董秘最新(xin)石(shi)錘(chui)可(ke)(ke)替(ti)代(dai)(dai)(dai)電(dian)(dian)(dian)子(zi)(zi)(zi)玻(bo)璃(li)纖(xian)(xian)維(wei)(wei)的電(dian)(dian)(dian)子(zi)(zi)(zi)級(ji)聚酯(zhi)樹脂-
S
光華股份
S
上緯新材
S
世名科技
7
4
3
6.82
韭雨刀(dao)???????
2025-07-09 10:48:05
醫療(liao)器(qi)械行業+智元機器(qi)人參股=樂心(xin)醫療(liao)
樂心醫療, 股(gu)性好,市值(zhi)底,位置更低(di) UBS ,高盛, MOGAN, 社保(bao) 等股(gu)東(dong)新進 健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian)(lian) 器(qi)(qi)械(xie)(xie)(xie)(xie)+ 區(qu)塊(kuai)(kuai)鏈(lian)(lian) 南京高榕五期(qi)一(yi)號(hao)股(gu)權(quan)投資(zi)合(he)伙企業(有限合(he)伙)參股(gu)智元0.4412%,樂心醫療參股(gu)南京高榕五期(qi)一(yi)號(hao)股(gu)權(quan)投資(zi)合(he)伙企業(有限合(he)伙)0.5419% 健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian)(lian) 器(qi)(qi)械(xie)(xie)(xie)(xie)+ 區(qu)塊(kuai)(kuai)鏈(lian)(lian)健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian)(lian) 器(qi)(qi)械(xie)(xie)(xie)(xie)+ 區(qu)塊(kuai)(kuai)鏈(lian)(lian)健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian)(lian) 器(qi)(qi)械(xie)(xie)(xie)(xie)+ 區(qu)塊(kuai)(kuai)鏈(lian)(lian)健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian)(lian) 器(qi)(qi)械(xie)(xie)(xie)(xie)+ 區(qu)塊(kuai)(kuai)鏈(lian)(lian)健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian)(lian) 器(qi)(qi)械(xie)(xie)(xie)(xie)+ 區(qu)塊(kuai)(kuai)鏈(lian)(lian)健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian)(lian) 器(qi)(qi)械(xie)(xie)(xie)(xie)+ 區(qu)塊(kuai)(kuai)鏈(lian)(lian)健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian)(lian) 器(qi)(qi)械(xie)(xie)(xie)(xie)+ 區(qu)塊(kuai)(kuai)鏈(lian)(lian)健(jian)(jian)(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)
S
樂心醫療
S
福瑞股份
S
五洲醫療
S
上緯新材
S
恒工精密
1
1
2
2.07
韭雨刀(dao)???????
2025-07-07 11:43:49
輸變(bian)電設備(bei)中(zhong)的黃金----三變(bian)科技(ji)
三變(bian)科(ke)技(ji)(ji): 已石錘供(gong)(gong)貨馬(ma)斯克Grok4 x AI,美國(guo)工廠全面對接(jie)馬(ma)斯克超算中(zhong)(zhong)心。馬(ma)斯克表示(shi)未(wei)來將以(yi)無(wu)人(ren)(ren)出租車和人(ren)(ren)形機器人(ren)(ren)為發(fa)展中(zhong)(zhong)點,無(wu)人(ren)(ren)出租車和人(ren)(ren)形機器人(ren)(ren)都需(xu)要(yao)Grok4提供(gong)(gong)算力支持。 長城電(dian)(dian)工反包(bao)板,電(dian)(dian)力各分支板塊整體走強,電(dian)(dian)網設(she)(she)備(bei)迎來發(fa)展新機遇。 三變(bian)科(ke)技(ji)(ji) 辨識(shi)度(du)拉滿 輸(shu)變(bian)電(dian)(dian)設(she)(she)備(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)----三變(bian)科(ke)技(ji)(ji)輸(shu)變(bian)電(dian)(dian)設(she)(she)備(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)----三變(bian)科(ke)技(ji)(ji)輸(shu)變(bian)電(dian)(dian)設(she)(she)備(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)----三變(bian)科(ke)技(ji)(ji)輸(shu)變(bian)電(dian)(dian)設(she)(she)備(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)----三變(bian)科(ke)技(ji)(ji)輸(shu)變(bian)電(dian)(dian)設(she)(she)備(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)----三變(bian)科(ke)技(ji)(ji)輸(shu)變(bian)電(dian)(dian)設(she)(she)備(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)----三變(bian)科(ke)技(ji)(ji)輸(shu)變(bian)電(dian)(dian)設(she)(she)備(bei)中(zhong)(zhong)的(de)黃(huang)(huang)金(jin)(jin)-
S
三變科技
S
長城電工
S
蘇文電能
4
0
5
2.87
韭雨刀???????
2025-07-04 13:21:20
英(ying)偉(wei)達(da)GB300最大(da)增量(liang)---PTFE---中英(ying)科技
PTFE 高頻覆銅板-----兩市唯一----中英科技---年產30萬平方米項目已量產。 PTFE 是聚四氟乙烯(Polytetrafluoroethylene)的英文縮寫,它是一種高分子材料,有著低介電常數(erx2.1)和低損耗(tan6<0.001)特性,讓他可以應用在PCB和AI服務器中,并且能夠在制作覆銅板時替代相應的材料。 電子玻纖布:在高頻高速電路領域,PTFE薄膜因其具有極低的介電常數(通常在 2.1 左右)和損耗因子(僅為 0.0004 左右),能有效降低信號衰減,提升傳輸速度
S
中英科技
S
隆揚電子
26
17
25
32.72
韭(jiu)雨刀???????
2025-07-01 14:08:24
金(jin)安(an)國紀全(quan)資子公(gong)司----生產玻璃纖維布
金安國(guo)紀(ji)主(zhu)(zhu)要(yao)生(sheng)產(chan)并銷(xiao)售夏銅板、 半(ban)固化片和(he)玻(bo)璃(li)纖(xian)維(wei)布等(deng)基礎材料及(ji)制品(pin)。如(ru)財(cai)(cai)務(wu)(wu)(wu)報表(biao)附(fu)注六、37 所述(shu),2024度,金安國(guo)紀(ji)確認的(de)(de)主(zhu)(zhu)營(ying)業務(wu)(wu)(wu)收入為 397,040.13 萬元(yuan)(yuan)。金安國(guo)紀(ji)主(zhu)(zhu)要(yao)生(sheng)產(chan)并銷(xiao)售夏銅板、 半(ban)固化片和(he)玻(bo)璃(li)纖(xian)維(wei)布等(deng)基礎材料及(ji)制品(pin)。如(ru)財(cai)(cai)務(wu)(wu)(wu)報表(biao)附(fu)注六、37 所述(shu),2024度,金安國(guo)紀(ji)確認的(de)(de)主(zhu)(zhu)營(ying)業務(wu)(wu)(wu)收入為 397,040.13 萬元(yuan)(yuan)。金安國(guo)紀(ji)主(zhu)(zhu)要(yao)生(sheng)產(chan)并銷(xiao)售夏銅板、 半(ban)固化片和(he)玻(bo)璃(li)纖(xian)維(wei)布等(deng)基礎材料及(ji)制品(pin)。如(ru)財(cai)(cai)務(wu)(wu)(wu)報表(biao)附(fu)注六、37 所述(shu),2024度,金安國(guo)紀(ji)確認的(de)(de)主(zhu)(zhu)營(ying)業務(wu)(wu)(wu)收入為 397,040.1
S
金安國紀
S
宏和科技
S
中材科技
2
1
2
4.91
上一頁
1
2
3
4
5
6
11
下一頁
前往
頁
韭雨刀???????
2025-09-11 18:07:00
CPC產(chan)業庫(ku)
產(chan)業邏輯: 光博會上,兩大(da)(da)龍頭旭創和立訊均提出了CPC(共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連)的(de)概念,核心變化在于(yu)從交(jiao)換機ASIC芯片側通過銅(tong)(tong)纜直接連接到交(jiao)換機的(de)端口,使得內部電信(xin)號的(de)傳輸繞開的(de)PCB環節,功耗上有(you)大(da)(da)幅優化,又(you)解決了CPO不(bu)易(yi)維修的(de)問題,相比之下更容易(yi)落地,我們預計會成為一段時期的(de)主(zhu)流(liu)方案。 CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連, CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)銅(tong)(tong)互(hu)(hu)(hu)連,CPC共(gong)封(feng)(feng)(feng)裝(zhuang)(zhuang)
S
立訊精密
S
金信諾
S
氣派科技
S
上海新陽
S
快克智能
6
0
2
0
韭雨刀???????
2025-09-11 15:15:19
CPC共封裝銅互連 與(yu) PCB激(ji)光分板
立訊精密與快克智能 聯手實現 CPC 國產替代 什么是CPC 什么是PCB激光分板?快克智能獨供立訊精密PCB激光分板設備 一、功能定位:誰在做什么 CPC:把 224 Gbps 銅纜連接器“共封裝”到 ASIC 封裝基板頂部,徹底跳過 PCB 走線,以換取 <3 dB 的通道損耗和 30 % 功耗下降。 激光分板:在整片高層數、厚銅、超低損耗 PCB(或 SIP、封裝基板)貼片、插件、測試全部完成后,用紫外/皮秒激光把“拼板”切成單臺服務器所需的高密度子板,切割精度 ±2 μm,熱影響區 <5
S
立訊精密
S
快克智能
10
2
6
0
韭雨刀???????
2025-09-11 13:30:14
股東永(yong)不減(jian)持(chi)---快克智能(CPO+PCB設備新入(ru)圈)
2025年(nian)半年(nian)報(bao)顯示:公司(si)新增 CPO, PCB 頭部客戶訂(ding)單(dan)。TCB設(she)(she)備2025年(nian)底前落地,液冷設(she)(she)備供(gong)貨飛(fei)龍(long),間接供(gong)貨英(ying)偉達。2025年(nian)公司(si)新增幾大(da)(da)賽道核心產品且均已或頭部客戶訂(ding)單(dan)。 三大(da)(da)股東自發行上市始終未減(jian)持(chi),表(biao)明對公司(si)長(chang)期看好。 股東永(yong)不(bu)減(jian)持(chi)---快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)(CPO+PCB設(she)(she)備新入圈)股東永(yong)不(bu)減(jian)持(chi)---快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)(CPO+PCB設(she)(she)備新入圈)股東永(yong)不(bu)減(jian)持(chi)---快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)(CPO+PCB設(she)(she)備新入圈)股東永(yong)不(bu)減(jian)持(chi)---快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)(CPO+PCB設(she)(she)備新入圈)股東永(yong)不(bu)減(jian)持(chi)---快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)(CPO+PCB設(she)(she)備
S
快克智能
S
鼎泰高科
0
0
0
0
韭(jiu)雨刀???????
2025-09-11 10:37:30
光(guang)模(mo)塊質(zhi)檢官-------天(tian)庭掌(zhang)管CPO的神--快克智能
兩市唯一:800G以上光模塊質(zhi)量(liang)檢測(ce)設(she)(she)備(bei)(bei),已在頭(tou)部(bu)客(ke)戶批(pi)量(liang)應(ying)用(yong) 液冷供貨飛龍,受(shou)益英(ying)偉達GB300增量(liang) TCB鍵(jian)合設(she)(she)備(bei)(bei):HBM關鍵(jian)設(she)(she)備(bei)(bei),國產化率為0,公司關鍵(jian)技術突破,有望2025年底前落地 碳化硅和分(fen)立(li)器件封(feng)裝設(she)(she)備(bei)(bei)實(shi)現頭(tou)部(bu)客(ke)戶突破 PCB激光設(she)(she)備(bei)(bei)已進入富士康,立(li)訊等 META 眼鏡 激光焊設(she)(she)備(bei)(bei)已批(pi)量(liang)出貨 天(tian)(tian)庭掌(zhang)管(guan)(guan)CPO的神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)(tian)庭掌(zhang)管(guan)(guan)CPO的神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)(tian)庭掌(zhang)管(guan)(guan)CPO的神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)(tian)庭掌(zhang)管(guan)(guan)CPO的神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)(tian)庭掌(zhang)管(guan)(guan)CPO的神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)(tian)庭掌(zhang)管(guan)(guan)CPO的神(shen)--快(kuai)(kuai)克(ke)(ke)智(zhi)能(neng)(neng)天(tian)(tian)庭掌(zhang)管(guan)(guan)CP
S
快克智能
S
工業富聯
S
勝宏科技
S
四會富仕
S
騰景科技
7
3
1
0
韭雨刀???????
2025-09-10 13:13:31
光模塊誰主沉浮----快克智(zhi)能告訴你(ni)
兩(liang)(liang)市唯(wei)一(yi):800G以上光(guang)模(mo)塊(kuai)質(zhi)(zhi)量檢(jian)(jian)(jian)測(ce)設(she)(she)(she)備(bei) 液冷供貨飛(fei)龍,受益英偉達GB300增量 TCB鍵合設(she)(she)(she)備(bei):HBM關(guan)鍵設(she)(she)(she)備(bei),國產(chan)化(hua)率為0,公司關(guan)鍵技(ji)術突破(po),有望2025年底前落地 碳化(hua)硅和分立(li)器件封裝設(she)(she)(she)備(bei)實(shi)現頭部(bu)客戶突破(po) PCB激(ji)光(guang)設(she)(she)(she)備(bei)已進(jin)入富士康,立(li)訊(xun)等(deng) META 眼鏡 激(ji)光(guang)焊設(she)(she)(she)備(bei)已批量出貨 兩(liang)(liang)市唯(wei)一(yi):800G以上光(guang)模(mo)塊(kuai)質(zhi)(zhi)量檢(jian)(jian)(jian)測(ce)設(she)(she)(she)備(bei)兩(liang)(liang)市唯(wei)一(yi):800G以上光(guang)模(mo)塊(kuai)質(zhi)(zhi)量檢(jian)(jian)(jian)測(ce)設(she)(she)(she)備(bei)兩(liang)(liang)市唯(wei)一(yi):800G以上光(guang)模(mo)塊(kuai)質(zhi)(zhi)量檢(jian)(jian)(jian)測(ce)設(she)(she)(she)備(bei)兩(liang)(liang)市唯(wei)一(yi):800G以上光(guang)模(mo)塊(kuai)質(zhi)(zhi)量檢(jian)(jian)(jian)測(ce)設(she)(she)(she)備(bei)兩(liang)(liang)市唯(wei)一(yi):800G以上光(guang)模(mo)塊(kuai)質(zhi)(zhi)量檢(jian)(jian)(jian)測(ce)設(she)(she)(she)備(bei)兩(liang)(liang)市唯(wei)一(yi):80
S
快克智能
S
勝宏科技
S
新易盛
S
嘉元科技
13
0
0
1.16
韭雨刀???????
2025-08-30 23:11:28
空心光(guang)纖(數據(ju)中心/光(guang)模塊)
核心(xin)邏輯: 英偉達GB300最(zui)大增(zeng)量。光(guang)模塊400G/800G/1.6T/3.2T 數(shu)(shu)據(ju)(ju)傳(chuan)輸最(zui)優解決方案(an)。數(shu)(shu)據(ju)(ju)中(zhong)心(xin)骨干網互聯(lian)互通最(zui)優路徑(jing)。 隨(sui)著算力(li)需(xu)求的(de)爆發式增(zeng)長,海(hai)外(wai)數(shu)(shu)據(ju)(ju)中(zhong)心(xin)建設(she)已進(jin)入(ru)萬(wan)(wan)卡、十萬(wan)(wan)卡集群(qun)時代(dai),數(shu)(shu)據(ju)(ju)中(zhong)心(xin)之間(jian)的(de)互聯(lian)互通、超大算力(li)集群(qun)之間(jian)的(de)連接以及城域網范圍(wei)的(de)傳(chuan)輸需(xu)求日益(yi)迫切,DCI(數(shu)(shu)據(ju)(ju)中(zhong)心(xin)互聯(lian))將迎來(lai)關鍵(jian)的(de)發展節點(dian)。空芯光(guang)纖作為DCI的(de)重要(yao)技(ji)術方案(an),具有顯著的(de)技(ji)術優勢與(yu)市場潛力(li),預計近年(nian)(nian)內商(shang)業(ye)化(hua)進(jin)程有望明顯提(ti)速。 國內商(shang)業(ye)化(hua)嘗(chang)試(shi) 2024年(nian)(nian)6月,領纖科技(ji)助力(li)中(zhong)國移動完成(cheng)全球首個(ge)8
S
長飛光纖
S
遠東股份
S
亨通光電
S
特發信息
24
6
15
11.61
韭雨刀???????
2025-08-29 14:56:17
英偉達兒(er)媳股----遠東股份
如今的(de)(de)遠東(dong)股份已不(bu)在(zai)是(shi)從前的(de)(de)遠東(dong)。這次的(de)(de)半年報(bao)和最(zui)新(xin)調研報(bao)告帶你(ni)從新(xin)認(ren)識下FAR EAST. 已打(da)電(dian)話(hua)給(gei)公(gong)司(si)(si)證券部(bu) (0510-87249788)核實,全球領先人(ren)工智能芯片公(gong)司(si)(si)就是(shi)英(ying)偉(wei)達(da)(da),產品(pin)涵蓋(gai)空心(xin)光(guang)纖(xian),高速銅(tong)纜,液冷板(ban)。公(gong)司(si)(si)已簽保密協(xie)議,不(bu)方便(bian)直接講。有(you)疑惑的(de)(de)可以(yi)打(da)電(dian)話(hua)去問,證券部(bu)的(de)(de)小姐姐人(ren)很和善(shan),聲音甜掉牙(ya)。 空心(xin)光(guang)纖(xian)為英(ying)偉(wei)達(da)(da)GB300最(zui)大增量(liang),長(chang)飛光(guang)纖(xian)董秘已否認(ren)有(you)合作。真正(zheng)拿到(dao)英(ying)偉(wei)達(da)(da)供(gong)應商(shang)代(dai)(dai)碼(ma)(ma)(ma)的(de)(de)是(shi)遠東(dong)股份。 遠東(dong)股份 獲(huo)得英(ying)偉(wei)達(da)(da) VENDER CODE (供(gong)應商(shang)代(dai)(dai)碼(ma)(ma)(ma))。有(you)此代(dai)(dai)碼(ma)(ma)(ma)的(de)(de)上市公(gong)司(si)(si)
S
遠東股份
S
長飛光纖
S
榮億精密
S
工業富聯
S
新易盛
21
13
13
7.73
韭(jiu)雨(yu)刀???????
2025-07-28 14:05:12
芯基微(wei)裝----LDI直寫(xie)光刻(ke)設備
調研紀(ji)要---------高端PCB國產替(ti)代(dai):LDI直(zhi)寫(xie)光刻(ke)設備(bei) LDI曝光機應用的優勢(shi)體(ti)現在哪里?答: 公司LDI現在量產精(jing)度達2μm微納技(ji)術(shu)節點,在最近新(xin)發展的CoWoS-L技(ji)術(shu)中得到(dao)了(le)(le)應用,該技(ji)術(shu)核(he)心(xin)創新(xin)在于其采用了(le)(le)重組插(cha)層(Reconstituted Interposer)結構(gou),以及多個(ge)基(ji)于硅的本地硅互連(LSI)芯片。這一設計有效地替(ti)代(dai)了(le)(le)CoWoS-S中的單片硅interposer,通過在插(cha)層中引(yin)入(ru)全域(yu)再分布層(RDL)和穿絕緣體(ti)通孔(TIV),實現了(le)(le)更低(di)的插(cha)入(ru)損耗(hao)和更高的電氣性能(neng)和更
S
芯碁微裝
0
0
3
1.44
韭雨刀???????
2025-07-23 09:49:12
金帝(di)股份(fen)----盾構機重要(yao)核心(xin)部(bu)件--保(bao)持架兩市唯一
金帝(di)股份(fen)----兩(liang)市(shi)唯(wei)一保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)核(he)心(xin)。 盾構(gou)(gou)(gou)機主軸(zhou)(zhou)保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)為(wei)重要(yao)消(xiao)耗(hao)品。 公司官網 如下(xia) 盾構(gou)(gou)(gou)機主軸(zhou)(zhou)軸(zhou)(zhou)承保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)是盾構(gou)(gou)(gou)機主軸(zhou)(zhou)承的重要(yao)組成部分,其設(she)計(ji)具(ju)有高強度(du)、不(bu)易(yi)變形、導熱性好(hao)、耐(nai)磨性強和精(jing)度(du)高等優(you)點。主推力滾(gun)道(dao)保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)采(cai)用套圈引導保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)方式(shi),其兜孔設(she)計(ji)為(wei)交錯斜坡式(shi),而輔推力滾(gun)道(dao)保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)和徑(jing)向滾(gun)道(dao)保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)則(ze)采(cai)用分段式(shi)結構(gou)(gou)(gou),并在每(mei)段保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)上(shang)設(she)有潤滑油槽,有助(zhu)于提高保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)的性能和使用壽命。 金帝(di)股份(fen)----兩(liang)市(shi)唯(wei)一保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)核(he)心(xin)。 盾構(gou)(gou)(gou)機主軸(zhou)(zhou)保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)為(wei)重要(yao)消(xiao)耗(hao)品。金帝(di)股份(fen)----兩(liang)市(shi)唯(wei)一保(bao)持(chi)(chi)(chi)(chi)架(jia)(jia)(jia)核(he)心(xin)。 盾構(gou)(gou)(gou)機主軸(zhou)(zhou)保(bao)持(chi)(chi)(chi)(chi)
S
金帝股份
S
山河智能
S
博云新材
0
2
4
1.51
韭雨(yu)刀???????
2025-07-21 11:23:33
距(ju)離西藏最近的民爆硝酸銨---四川美豐
四(si)川(chuan)美(mei)豐 硝酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)24萬(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)(ming)第(di)一(yi),主要(yao)(yao)(yao)(yao)用(yong)(yong)于制(zhi)造民(min)(min)(min)爆(bao)(bao)(bao)產(chan)(chan)(chan)(chan)(chan)(chan)品,四(si)川(chuan)直(zhi)(zhi)達(da)西(xi)(xi)藏(zang)。 硝酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)24萬(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)(ming)第(di)一(yi),主要(yao)(yao)(yao)(yao)用(yong)(yong)于制(zhi)造民(min)(min)(min)爆(bao)(bao)(bao)產(chan)(chan)(chan)(chan)(chan)(chan)品,四(si)川(chuan)直(zhi)(zhi)達(da)西(xi)(xi)藏(zang)。硝酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)24萬(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)(ming)第(di)一(yi),主要(yao)(yao)(yao)(yao)用(yong)(yong)于制(zhi)造民(min)(min)(min)爆(bao)(bao)(bao)產(chan)(chan)(chan)(chan)(chan)(chan)品,四(si)川(chuan)直(zhi)(zhi)達(da)西(xi)(xi)藏(zang)。硝酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)24萬(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)(ming)第(di)一(yi),主要(yao)(yao)(yao)(yao)用(yong)(yong)于制(zhi)造民(min)(min)(min)爆(bao)(bao)(bao)產(chan)(chan)(chan)(chan)(chan)(chan)品,四(si)川(chuan)直(zhi)(zhi)達(da)西(xi)(xi)藏(zang)。硝酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)24萬(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)(ming)第(di)一(yi),主要(yao)(yao)(yao)(yao)用(yong)(yong)于制(zhi)造民(min)(min)(min)爆(bao)(bao)(bao)產(chan)(chan)(chan)(chan)(chan)(chan)品,四(si)川(chuan)直(zhi)(zhi)達(da)西(xi)(xi)藏(zang)。硝酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)24萬(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)(ming)第(di)一(yi),主要(yao)(yao)(yao)(yao)用(yong)(yong)于制(zhi)造民(min)(min)(min)爆(bao)(bao)(bao)產(chan)(chan)(chan)(chan)(chan)(chan)品,四(si)川(chuan)直(zhi)(zhi)達(da)西(xi)(xi)藏(zang)。硝酸(suan)銨(an)年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)24萬(wan)噸(dun),產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)排(pai)名(ming)(ming)(ming)第(di)一(yi),主要(yao)(yao)(yao)(yao)用(yong)(yong)于制(zhi)造民(min)(min)(min)爆(bao)(bao)(bao)產(chan)(chan)(chan)(chan)(chan)(chan)品,四(si)川(chuan)直(zhi)(zhi)達(da)西(xi)(xi)藏(zang)
S
四川美豐
S
高爭民爆
0
0
1
1.07
韭雨刀???????
2025-07-10 10:28:15
可替代電子(zi)玻璃纖維(wei)的電子(zi)級聚(ju)酯(zhi)樹脂----董秘最新(xin)石(shi)錘
光華股份(fen) 1. 電(dian)子(zi)(zi)級(ji)(ji)封裝材(cai)(cai)(cai)(cai)料聚(ju)酯樹(shu)(shu)脂(zhi)(zhi)可(ke)(ke)以用(yong)(yong)(yong)于PCB 封裝,已小批量(liang)試產(chan) 2. 成(cheng)本低,與玻(bo)璃(li)纖(xian)維(wei)(wei)復合使用(yong)(yong)(yong)可(ke)(ke)有(you)效(xiao)提(ti)高(gao)機械(xie)性,滿足(zu)高(gao)頻(pin)高(gao)速應用(yong)(yong)(yong) 3. 公司股價低于發(fa)行(xing)價,大股東限(xian)制減持(chi),實際真實流通小于 上緯(wei)新(xin)材(cai)(cai)(cai)(cai),不(bu)足(zu)4億 4. 四(si)級(ji)(ji)行(xing)業完美對標 上緯(wei)新(xin)材(cai)(cai)(cai)(cai) 5. 世名科技: PCB 用(yong)(yong)(yong) 樹(shu)(shu)脂(zhi)(zhi)上游(you)材(cai)(cai)(cai)(cai)料。 可(ke)(ke)替(ti)代電(dian)子(zi)(zi)玻(bo)璃(li)纖(xian)維(wei)(wei)的電(dian)子(zi)(zi)級(ji)(ji)聚(ju)酯樹(shu)(shu)脂(zhi)(zhi)----董(dong)(dong)秘(mi)最新(xin)石(shi)錘(chui)(chui)可(ke)(ke)替(ti)代電(dian)子(zi)(zi)玻(bo)璃(li)纖(xian)維(wei)(wei)的電(dian)子(zi)(zi)級(ji)(ji)聚(ju)酯樹(shu)(shu)脂(zhi)(zhi)----董(dong)(dong)秘(mi)最新(xin)石(shi)錘(chui)(chui)可(ke)(ke)替(ti)代電(dian)子(zi)(zi)玻(bo)璃(li)纖(xian)維(wei)(wei)的電(dian)子(zi)(zi)級(ji)(ji)聚(ju)酯樹(shu)(shu)脂(zhi)(zhi)----董(dong)(dong)秘(mi)最新(xin)石(shi)錘(chui)(chui)可(ke)(ke)替(ti)代電(dian)子(zi)(zi)玻(bo)璃(li)纖(xian)維(wei)(wei)的電(dian)子(zi)(zi)級(ji)(ji)聚(ju)酯樹(shu)(shu)脂(zhi)(zhi)-
S
光華股份
S
上緯新材
S
世名科技
7
4
3
6.82
韭雨刀???????
2025-07-09 10:48:05
醫療器(qi)械行業+智(zhi)元機器(qi)人參(can)股=樂心醫療
樂心醫(yi)療, 股性好(hao),市值(zhi)底(di),位(wei)置更低(di) UBS ,高盛, MOGAN, 社保 等股東新進 健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian) 器(qi)械+ 區(qu)(qu)(qu)塊(kuai)(kuai)鏈(lian) 南京(jing)高榕五期(qi)一(yi)(yi)號(hao)(hao)股權投資(zi)合(he)伙(huo)企(qi)業(ye)(有限合(he)伙(huo))參(can)股智元0.4412%,樂心醫(yi)療參(can)股南京(jing)高榕五期(qi)一(yi)(yi)號(hao)(hao)股權投資(zi)合(he)伙(huo)企(qi)業(ye)(有限合(he)伙(huo))0.5419% 健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian) 器(qi)械+ 區(qu)(qu)(qu)塊(kuai)(kuai)鏈(lian)健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian) 器(qi)械+ 區(qu)(qu)(qu)塊(kuai)(kuai)鏈(lian)健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian) 器(qi)械+ 區(qu)(qu)(qu)塊(kuai)(kuai)鏈(lian)健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian) 器(qi)械+ 區(qu)(qu)(qu)塊(kuai)(kuai)鏈(lian)健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian) 器(qi)械+ 區(qu)(qu)(qu)塊(kuai)(kuai)鏈(lian)健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian) 器(qi)械+ 區(qu)(qu)(qu)塊(kuai)(kuai)鏈(lian)健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)鏈(lian) 器(qi)械+ 區(qu)(qu)(qu)塊(kuai)(kuai)鏈(lian)健(jian)康(kang)(kang)IOT 上(shang)(shang)(shang)
S
樂心醫療
S
福瑞股份
S
五洲醫療
S
上緯新材
S
恒工精密
1
1
2
2.07
韭(jiu)雨刀???????
2025-07-07 11:43:49
輸變電設備中的黃金----三變科(ke)技
三變(bian)(bian)(bian)(bian)(bian)(bian)科技: 已石錘供(gong)貨(huo)馬斯(si)克(ke)(ke)Grok4 x AI,美(mei)國工廠全面對接馬斯(si)克(ke)(ke)超算中(zhong)(zhong)心。馬斯(si)克(ke)(ke)表(biao)示未來(lai)將(jiang)以無人(ren)出租車(che)(che)和人(ren)形機(ji)器人(ren)為發展中(zhong)(zhong)點(dian),無人(ren)出租車(che)(che)和人(ren)形機(ji)器人(ren)都(dou)需要(yao)Grok4提(ti)供(gong)算力支持。 長城電工反包(bao)板(ban),電力各分支板(ban)塊整體(ti)走強,電網設(she)(she)備(bei)(bei)迎(ying)來(lai)發展新機(ji)遇。 三變(bian)(bian)(bian)(bian)(bian)(bian)科技 辨識度(du)拉滿(man) 輸(shu)變(bian)(bian)(bian)(bian)(bian)(bian)電設(she)(she)備(bei)(bei)中(zhong)(zhong)的(de)黃(huang)金----三變(bian)(bian)(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)(bian)(bian)電設(she)(she)備(bei)(bei)中(zhong)(zhong)的(de)黃(huang)金----三變(bian)(bian)(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)(bian)(bian)電設(she)(she)備(bei)(bei)中(zhong)(zhong)的(de)黃(huang)金----三變(bian)(bian)(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)(bian)(bian)電設(she)(she)備(bei)(bei)中(zhong)(zhong)的(de)黃(huang)金----三變(bian)(bian)(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)(bian)(bian)電設(she)(she)備(bei)(bei)中(zhong)(zhong)的(de)黃(huang)金----三變(bian)(bian)(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)(bian)(bian)電設(she)(she)備(bei)(bei)中(zhong)(zhong)的(de)黃(huang)金----三變(bian)(bian)(bian)(bian)(bian)(bian)科技輸(shu)變(bian)(bian)(bian)(bian)(bian)(bian)電設(she)(she)備(bei)(bei)中(zhong)(zhong)的(de)黃(huang)金-
S
三變科技
S
長城電工
S
蘇文電能
4
0
5
2.87
韭雨刀(dao)???????
2025-07-04 13:21:20
英(ying)偉達GB300最(zui)大增(zeng)量---PTFE---中英(ying)科技
PTFE 高頻覆銅板-----兩市唯一----中英科技---年產30萬平方米項目已量產。 PTFE 是聚四氟乙烯(Polytetrafluoroethylene)的英文縮寫,它是一種高分子材料,有著低介電常數(erx2.1)和低損耗(tan6<0.001)特性,讓他可以應用在PCB和AI服務器中,并且能夠在制作覆銅板時替代相應的材料。 電子玻纖布:在高頻高速電路領域,PTFE薄膜因其具有極低的介電常數(通常在 2.1 左右)和損耗因子(僅為 0.0004 左右),能有效降低信號衰減,提升傳輸速度
S
中英科技
S
隆揚電子
26
17
25
32.72
韭雨(yu)刀???????
2025-07-01 14:08:24
金安(an)國紀(ji)全資子(zi)公司----生產玻(bo)璃纖維布
金(jin)安(an)(an)國(guo)(guo)(guo)紀主(zhu)要(yao)(yao)生產(chan)(chan)并銷(xiao)(xiao)售(shou)夏(xia)銅板(ban)、 半(ban)固化(hua)片和玻璃(li)纖(xian)維(wei)布等基(ji)礎材(cai)料及(ji)制(zhi)品(pin)。如財(cai)務報(bao)表附(fu)注六(liu)(liu)、37 所(suo)述(shu),2024度,金(jin)安(an)(an)國(guo)(guo)(guo)紀確認的(de)主(zhu)營(ying)業(ye)務收(shou)入(ru)為(wei) 397,040.13 萬元。金(jin)安(an)(an)國(guo)(guo)(guo)紀主(zhu)要(yao)(yao)生產(chan)(chan)并銷(xiao)(xiao)售(shou)夏(xia)銅板(ban)、 半(ban)固化(hua)片和玻璃(li)纖(xian)維(wei)布等基(ji)礎材(cai)料及(ji)制(zhi)品(pin)。如財(cai)務報(bao)表附(fu)注六(liu)(liu)、37 所(suo)述(shu),2024度,金(jin)安(an)(an)國(guo)(guo)(guo)紀確認的(de)主(zhu)營(ying)業(ye)務收(shou)入(ru)為(wei) 397,040.13 萬元。金(jin)安(an)(an)國(guo)(guo)(guo)紀主(zhu)要(yao)(yao)生產(chan)(chan)并銷(xiao)(xiao)售(shou)夏(xia)銅板(ban)、 半(ban)固化(hua)片和玻璃(li)纖(xian)維(wei)布等基(ji)礎材(cai)料及(ji)制(zhi)品(pin)。如財(cai)務報(bao)表附(fu)注六(liu)(liu)、37 所(suo)述(shu),2024度,金(jin)安(an)(an)國(guo)(guo)(guo)紀確認的(de)主(zhu)營(ying)業(ye)務收(shou)入(ru)為(wei) 397,040.1
S
金安國紀
S
宏和科技
S
中材科技
2
1
2
4.91
上一(yi)頁
1
2
3
4
5
6
11
下一頁
前往
頁
98
關注
341
粉絲
701.16
工分
社區規則
服務協議
隱私政策
? 2020 上海韭研信息科技有限公司
關于韭研公社
問題反饋
有問題請聯系
@韭菜團(tuan)子
公社愿景:韭研公社,原韭菜公社,投資干貨最多的共享社群,匯聚全網最深度的基本面研究,消弭個人滯后機構的邏輯鴻溝。
風險提示:韭研公社里任何網友的發言,都有其特定立場,均不構成投資建議,請投資者獨立審慎決策。
2
3
4
5
6
7
8
9
10
11
12
13