Our reporter Feng Yuyao
Over the past few days, electromagnetic shielding has attracted a lot of attention, and related concept stocks have performed strongly. In the interactive platform, there are also many listed companies actively disclose the relevant business layout.
On the news side, the concept of electromagnetic shielding is hot, which is mainly influenced by Nvidia. As a result, electromagnetic shielding has been caught fire by Nvidia after the concepts of high-speed copper connection and glass substrate packaging technology.BigsweepjackpotAnother A-share theme.
Electromagnetic shielding attracts attention
Nvidia CEO Huang Renxun recently predicted at the results exchange meeting that this year's Blackwell architecture chip will bring a lot of revenue.
Earlier, at the Global Technology Conference (GTC) in March this year, Nvidia announcedBigsweepjackpotA new super chip GB200 based on Blackwell architecture and a new flagship large server DGX GB200 (also known as NVL72 rack server) are introduced.
From the industry's point of view, Nvidia GB200 demand is higher than expected, the core incremental copper high-speed interconnection AI PC is faced with electromagnetic interference problems, which is expected to stimulate the demand for electromagnetic shielding materials.
Minsheng Securities also said that in the fierce competition of AI servers, if it can not effectively resist electromagnetic interference, it will shorten the service life of products, increase additional costs, and even affect the progress of research and development and the competitiveness of enterprises. Therefore, the application of electromagnetic shielding materials in copper interconnected AI servers becomes very important.
Electromagnetic shielding material refers to the functional material which can shield the electromagnetic wave. Its principle is to block or attenuate the electromagnetic wave through the reflection and absorption of the electromagnetic wave. At present, the downstream of its industry covers communication equipment, computers, mobile phone terminals, automotive electronics, household appliances, national defense and other terminal applications.
According to BCC Research statistics, the global electromagnetic shielding material market has gradually expanded in recent years, from $5.2 billion in 2013 to $7 billion in 2018. The global electromagnetic shielding material market has reached 92% in 2023.Bigsweepjackpot0.5 billion US dollars, and is expected to grow at an annual rate of 10% in the next five years.
"electromagnetic shielding materials can effectively reduce the electromagnetic interference of electronic equipment and improve the performance and stability of electronic equipment. Therefore, electromagnetic shielding materials have a wide application prospect in the field of electronic equipment." Zhang Xinyuan, head of research at Kofang think tank, told reporters, "with the continuous improvement of people's awareness of the harm of electromagnetic radiation, electromagnetic shielding materials will be extended to more fields."
"the weaker 5G signal and the increase in the number of single-device components have increased the demand for electromagnetic shielding materials." Ma Tianyi, an analyst at Soochow Securities, once said in the research report that with the sustained development of 5G, it will drive the continuous expansion of the demand for electromagnetic shielding materials.
Share prices of related stocks rose
Against the backdrop of positive market expectations, stocks related to electromagnetic shielding have risen one after another.
On May 24th, Longyang Electronics, a domestic vertical electromagnetic shielding material supplier, closed by the daily limit, and the share price of Walter shares, which has achieved a stable supply of electromagnetic shielding EMI materials, also rose by the daily limit. In addition, the share prices of Wanfang Development, Zhengye Technology, Hongfuhan and other stocks also rose sharply.
At present, there are many participants in the field of electromagnetic shielding. from a domestic point of view, enterprises involved in related business include Longyang Electronics, Fei Rongda, Zhongshi Science and Technology, Hongfuhan, Changying Precision, Fangbang shares and so on.
With the substantial increase in market attention, a number of domestic listed companies have recently responded to the layout of electromagnetic shielding-related business on the interactive platform.
Debon Technology said that the company's electromagnetic shielding materials are mainly used for signal shielding in the whole machine assembly process to prevent signals from interfering with each other in the working process of components, among which the shielding property of EMI electromagnetic shielding materials can reach more than 120dB in the 30MHz-20GHz band. Gongda Electronics revealed that the company has electromagnetic shielding technology, and its products are widely used in consumer communication equipment, automotive and industrial equipment and other fields. Ke Liyuan said that the company has been committed to the development and promotion of shielding materials for a long time. After years of accumulation, the product range continues to expand, and now it can provide customers with a variety of electromagnetic shielding material solutions. The company's products have successfully entered the supply chain system of Laird, Fei Rongda and other manufacturers.
From the industry's point of view, with the continuous expansion of the application field of electromagnetic shielding materials and the continuous iterative upgrading of technology, domestic enterprises still need to consolidate their business foundation in the following aspects in the future.
"on the one hand, continuously improve the performance of electromagnetic shielding materials, including improving shielding efficiency, reducing weight, improving durability, and developing new electromagnetic shielding technologies, such as electromagnetic shielding technology based on nanomaterials, electromagnetic shielding technology based on electromagnetic metamaterials, etc." Guo Tao, deputy director of the China Electronic Commerce expert Service Center and a senior artificial intelligence expert, told reporters that on the other hand, enterprises should pay more attention to the intelligence of electromagnetic shielding technology and realize automatic adjustment and optimization of electromagnetic shielding effect through AI technology; in addition, they should also actively expand the application field of electromagnetic shielding technology. "such as looking for new application scenarios in new energy vehicles, 5G communications, the Internet of things and other fields."