概念掘金 | 高速铜缆出货量预期高增，AI芯片即将上演“光退铜进”？

格隆汇05-13

近期，铜缆高速连接概念股获机构密集调研。近一个月来，立讯精密、华丰科技、中航光电、沃尔核材均获得机构扎堆调研。其中，立讯精密获334家机构调研，华丰科技获166家机构调研。从年内行情表现来看，沃尔核材股价累计上涨72.19%，股价涨幅最高；神宇股份、华丰科技年内股价分别上涨33.46%和22.65%。与此同时，北上资金也加大了对铜缆概念股的布局力度。5月以来，8只铜缆高速连接概念股获得北上资金净...

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QSFP56直连铜缆规格，单根铜缆直径在7.1-9.4mm，据此测算单个服务器所用铜线重量约1.4吨，若远期GB200服务器出货量达到5万台，市场规模将达到7万吨左右。英伟达GB200表示，铜缆的连接价值接近光模块的两倍。相较于光模块，铜缆高速连接的优势在于：成本较低：铜缆的成本约为光模块的1/10，这是大型人工智能计算能力集群的巨大成本优势。功耗较低：铜缆的功耗约为光模块的1/2，这对于高性能人工智能计算能力集群非常重要。延迟较低：铜缆的延迟约为光模块的1/10，这对于需要实时响应的人工智能应用程序非常重要。目前，单个NVL72铜缆的价值约为50万。英伟达GB200的整体批量生产预计将推动对高速连接器的需求增加。英伟达 GB200服务器预计9月分量产，预计2025年最高产量将达到 4万台，或将掀起下一波行业淘金热。相关概念股一览：立讯精密：公司表示目前在电连接及光连接领域，不管是海外还是国内相关的客户，已经达成合作意向的客户或者正在合作的客户范围还在逐步扩大；在AI行业的潜在机会中，英伟达发布新GB200 芯片和对应架构，GB200 NVL72单柜整套公司可以提供约209万元的解决方案，包含电连接、光连接、电源管理、散热等产品,预计总市场规模将达到千亿元。神宇股份：主要从事射频同轴电缆的研发、生产和销售。致力于成为国内一流、国际知名的射频同轴电缆行业的领先企业及电子线缆应用解决方案供应商。公司产品已经广泛应用于消费电子、航空航天、数据通信、基站通信及医疗系统。华丰科技：公司专注连接器领域60余年，在被誉为“连接器行业皇冠上的明珠”的高速背板连接器领域，一举突破了国外龙头企业对于10Gbps及以上速率高速背板连接器技术封锁，掌握了产品核心设计技术及关键制程工艺技术，实现了国产化替代。沃尔核材：公司子公司乐庭智联生产的400G、800G高速通信线为DAC铜电缆，在短距离信号传输方面，具备低功耗、高性价比、高速率等优势，广泛应用于数据中心、服务器、交换机/工业路由器等数据信号传输，高速通信线主要客户包括安费诺、家利士、莫仕、泰科等。博威合金：公司是一家高性能、高精度有色合金材料的研发、生产和销售领域领先企业。产品涉及先进封装，新能源，汽车，航空航天等领域。公司是英伟达GB200服务器的第一供应商安费诺的供货商之一，公司下游客户涵盖国际龙头企业。胜蓝股份：公司在投资者互动平台表示，公司有生产可以应用在服务器等算力设备的铜缆高速连接器产品。3月22日在投资者互动平台表示，高频高速连接器产品可以适配英伟达的GPU服务器。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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