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Guanghe Technology (001389.SZ): The company has not yet passed the nvidia customer certification.
On November 27, Gelonghui reported that Guanghe Technology (001389.SZ) stated on its investor interaction platform that after verification, Mr. Wang Jun, the company's deputy general manager, mentioned in an interview that the company's server PCB products have passed some product certifications for the nvidia GB200 chip, indicating that the relevant AI server PCB products have been certified by downstream ODM customers and the products are still in the R&D and sample production stage. Currently, most AI server PCB products on the market use nvidia GPUs, but not all AI server PCB products need to obtain nvidia's "manufacturing authorization", as long as customers comply with the market.
Guangdong Hongtu Technology (001389.SZ): providing research and sample production of 800G optical module PCB products to customers, currently no mass production orders.
On November 18, Gelonghui reported that Guanghe Technology (001389.SZ) stated on the investor interaction platform that the company is developing and producing samples of 800G optical module PCB products for customers, but there are currently no mass production orders. The company’s 400G optical module PCB products have been shipped in small batches according to customer demand, but there are no large-scale orders yet, and the revenue scale of this business does not currently impact the company's operation.
Guohe Technology (001389.SZ) has granted 2.98 million options and 2.98 million restricted stocks to incentive targets for the first time.
Guanghe Technology (001389.SZ) released an announcement, the board of directors approved the "First Grant of Shares to Incentive Objects".
Guanghe Technology (001389.SZ): AI products account for only about 20% of the company's server business revenue.
Global Technology on November 12th | Guanghe Technology (001389.SZ) stated on the investor interaction platform that the company focuses on server PCB business, closely follows the technology development direction in application areas, and the technology research and development covers the main platform architecture, while actively cooperating with customers for iterative research and development. The demand growth rate of AI server products is fast, but AI products only account for about 20% of the company's server business revenue, with a relatively low proportion of domestic sales business.
Guanghe Technology (001389.SZ): As of now, the shipment amount of PCIE5.0 server products accounts for seventy percent.
Gelonghui November 5th | Guanghe Technology (001389.SZ) recently conducted a survey with specific parties regarding the penetration rate of PCIe 5.0 in general servers, whether it is in line with the expectations compared to the beginning of the year, and the proportion of AI products. The company stated that as of now, the shipment amount of PCIe 5.0 server products accounts for 70%, which is basically in line with the initial expectations at the beginning of the year, and the proportion of AI products in the server business is about 20%.
Guangzhou Technology (001389.SZ): The Guangzhou factory's third-quarter capacity utilization rate basically remained flat on a month-on-month basis.
Gelonghui November 5th | Guanghe technology (001389.SZ) recently conducted a specific research on 'the utilization rate of the company's Guangzhou factory in the third quarter'? The company stated that the Guangzhou factory has been continuously upgrading key processes through technological improvements to enhance process capabilities and bottleneck process capacities. The utilization rate in the third quarter remained relatively stable compared to the previous quarter, consistently maintained at a high level.
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