立讯精密:无线缆方案单体价值大幅提升 需求规模增加一倍多

同花顺综合
Nov 03, 2025

2025年11月3号,立讯精密发布公告,富国基金、鹏华基金、嘉实基金、交银施罗德基金108家等机构到公司调研交流。部分问答内容如下:

问:请公司数据中心业务负责人熊藤芳先生对公司2025年第三季度数据中心业务的发展情况进行说明。答:对于 GTC 发布的无线缆方案,这个方案只是在计算节点的盒子内部没有线缆,机柜内部还是线缆背板,同时,虽然计算节点内部无线缆,但连接器的单体价值却大幅提升,且相较于之前,需求规模也增加了一倍多,这对我们而言是比较有利的方向。

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