公司動態研究報告：戰略收購元拾科技：切入英偉達生態，完善AI硬件全域佈局

華鑫證券

2025/12/18

藍思科技(300433)投資要點元拾科技：以鎂合金技術引領AI服務器結構革新，深度綁定英偉達核心生態藍思科技發布公告稱公司於2025年12月10日與呂松壽LEU,SONG-SHOW簽訂《股權收購意向協議》，擬以現金及其他合法方式收購其持有的PMG International Co.,LTD.100%股權。標的公司PMG International Co.,LTD.為薩摩亞註冊的有限責任公司，...

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hardware","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300433":1.97,"NVDD":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDS":0.6,"NVDA":0.9,"NVDU":0.6,"06613":1.97,"NVDX":0.6,"NVDY":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6},"content_text":"藍思科技(300433)投資要點元拾科技：以鎂合金技術引領AI服務器結構革新，深度綁定英偉達核心生態藍思科技發布公告稱公司於2025年12月10日與呂松壽LEU,SONG-SHOW簽訂《股權收購意向協議》，擬以現金及其他合法方式收購其持有的PMG International Co.,LTD.100%股權。標的公司PMG International Co.,LTD.為薩摩亞註冊的有限責任公司，法定代表人為呂松壽，其核心資產為持有元拾科技（浙江）有限公司95.12%股權。元拾科技是一家專注於機櫃殼製造的領先企業，作為台灣品達科技集團前子公司，其繼承了全球領先的鎂合金研發與製造能力，其產品藉助鎂合金\"輕量化+高導熱+成本優化\"的三重優勢，在服務器輕量化與散熱效率方面建立不可複製的技術壁壘，是鎂合金在服務器領域應用的開拓者，產品主要包括機架/滑軌系統、液冷系統組件、服務器托盤及Busbar電力分配等關鍵品類。作為全球僅5家持有英偉達RVL認證的企業之一，元拾科技已為英偉達GB200/GB300系列提供MGX Rack機架、滑軌系統等核心組件，並正式切入英偉達下一代主力服務器VeraRubin開發團隊，擔任核心開發角色，深度參與該平台關鍵硬件的研發與落地。元拾繼富士康、Interplex之後成為NV服務器機櫃三大官方供應商，為英偉達超算中心提供高密度機櫃解決方案，其採用的\"計算-供電-冷卻\"三位一體集成架構，使服務器部署效率提升4.1倍，大幅降低數據中心PUE值，是AI基礎設施建設的核心配套。英偉達Rubin NVL144邁向3.3倍算力與全液冷時代英偉達的服務器包括多種型號和平台，其中涵蓋DGX系列、HGX模組服務器、使用GB200芯片的液冷服務器以及RTX PRO服務器等。2025年9月10日，NVIDIA宣佈了專門用於大規模上下文處理的Rubin CPX，並披露了新一代AI服務器。「Vera Rubin NVL144」定位於AI訓練與推理用途的旗艦產品，是英偉達Blackwell架構的下一代產品，計劃於2026年下半年量產。其NVL144型號算力可達前代產品的3.3倍，且採用全液冷散熱、無纜化設計及M9級覆銅板等尖端技術，單機櫃產值實現翻倍增長。根據NVIDIA最新公布的路線圖，2027年推出升級版Rubin Ultra，其性能將是GB300NVL72的14倍。藍思科技：從消費電子代工到AI硬件生態構建者藍思科技完成了其自成立以來最具顛覆性的業務重構。作為以智能手機玻璃蓋板代工聞名於全球供應鏈的企業，藍思科技在其傳統優勢領域，通過技術升級與價值提升，實現了智能汽車與消費電子業務的穩健增長與協同進化。在智能汽車方面，公司依託全產業鏈垂直整合能力與全球化產能佈局，持續深化智能座艙產品矩陣的技術縱深與市場滲透。公司正加速進入小米汽車供應鏈體系，為其供應中控顯示屏、陶瓷前車徽標、無線充電模組、翻轉屏、B柱裝飾件等關鍵外觀件與結構件。同時，藍思預計明年可形成覆蓋100–150萬輛整車的車載玻璃產能。在消費電子領域，完成了多款年度旗艦手機的研發和量產準備，配合頭部客户量產了多款新品高端機型金屬中框，市場份額與盈利較上年快速增長；個人計算機業務受益於市場需求回暖，上半年產銷與盈利同步提升。在AI端側硬件領域，公司自2016年開始佈局，2025年11月18日，藍思智能機器人永安園區正式啓用，具備年產1萬台/套大型自動化設備以及50萬台具身智能機器人等AI硬件產品的能力。目前公司已切入北美及國內多家頭部機器人企業的供應鏈，預計今年人形機器人出貨3000台以上，四足機器狗10000台，初步成為最大的具身智能硬件製造平台之一。2026年，預計實現人形機器人核心部件和整機組裝規模翻番，2027年人形機器人與四足機器狗出貨量穩居全球前列。與此同時，公司在智能頭顯與XR設備領域的進展同樣引人注目。公司具備智能頭顯、AI眼鏡及智能手錶等智能穿戴設備的光學鏡片、結構件、功能模組至整機組裝的全棧式解決方案能力，在光波導鏡片良率優化與高精度自動化組裝等核心工藝領域實現突破，併成功實現對國內頭部客户AI眼鏡整機的規模化量產交付，未來將與更多全球穿戴頭部企業合作，充分受益於行業的快速發展。此次收購，標誌着藍思從AI端側硬件向底層算力基礎設施延伸，完善「終端+算力」生態閉環，為支撐全球AI產業提供硬件底座。通過獲取元拾科技在服務器機櫃、液冷散熱系統的成熟技術與客户認證，公司將與自身「材料-模組-整機」垂直整合能力形成協同，首次從「內部研發驅動」轉向「戰略併購補鏈」，其目標直指AI服務器硬件這一高壁壘、高價值的基礎設施領域。展望AI算力高速發展的未來，我們看好此次收購為公司帶來的長期價值與競爭優勢。盈利預測預測公司2025-2027年收入分別為910.62、1162.58、1399.28億元，EPS分別為0.96、1.29、1.58元，當前股價對應PE分別為30.9、23.0、18.8倍，我們看好公司在消費電子業務穩步增長的同時，積極拓展AI硬件業務，給予「買入」投資評級。風險提示匯率風險；市場周期波動；客户集中度高；收購失敗風險。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}