蓝思科技拟收购元拾科技控股股东PMG 快速切入英伟达供应链开拓新赛道

证券市场周刊2025-12-16

近日，蓝思科技（300433.SZ）发布“关于签订股权收购意向协议的公告”显示，公司于12月10日与吕松寿签订了《股权收购意向协议》，拟购买吕松寿拥有的PMG International Co.,LTD.（裴美高国际有限公司，下称PMG）100%股权。具体交易金额、交易方案待定。公告显示，PMG持有元拾科技（浙江）有限公司（下称元拾科技）95.1164%股权，后者拥有英伟达RVL认证，并由此进入...

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Rack机架、滑轨系统等核心组件，应用于数据中心、通信、工业控制等领域的机柜解决方案场景。同时，元拾科技另一项核心竞争力是开发先进的服务器液冷散热技术，与该公司少数股东品达科技形成\"散热模组+算力机柜\"的垂直整合能力。元拾科技是全球范围内持有英伟达RVL认证的少数企业之一。资料显示，RVL认证（Reference Vendor List）是英伟达对其AI服务器供应链供应商设立的核心资质认证，是进入英伟达数据中心服务器整机供应链的核心准入门槛，被视为进入全球AI算力基础设施供应链的\"准入金标准\"和\"通行证\"。认证企业主要集中在液冷散热和服务器机柜等关键结构件领域。获得RVL认证的企业主要来自中国大陆和中国台湾，其中包括元拾科技以及作为元拾科技少数股东的品达科技。RVL认证周期约需6个月，认证门槛极高。持有RVL认证意味着企业可直接适配GB200/GB300等顶级AI服务器平台，并可能参与下一代Rubin平台的早期开发。作为少数获此认证的企业，元拾科技与富士康、Interplex并称\"NV服务器机柜三大官方供应商\"，其机柜产品可直接适配顶级AI计算平台，使数据中心部署效率提升4.1倍，同时为Rubin服务器机柜开发主力，多款产品已实现量产就绪。凭借在英伟达核心供应链中的突出低位，元拾科技已成为连接中国制造业与全球AI算力巨头的关键桥梁。业内分析认为，蓝思科技拟战略收购元拾科技是拥抱AI时代的关键落子，这一交易的核心价值在于获取英伟达RVL认证，快速切入全球AI算力龙头供应链。并通过技术协同，将蓝思科技的精密制造能力与元拾科技的服务器硬件技术相结合，形成\"材料-模组-整机\"垂直整合的AI硬件解决方案能力。助力蓝思科技从传统消费电子向AI算力基础设施领域扩张，打造国内少有的同时覆盖消费电子与AI服务器硬件的综合型创新平台。同时，元拾科技作AI服务器基础设施领域的核心供应商，凭借RVL认证这一\"金钥匙\"，已在全球AI算力建设浪潮中占据关键位置。随着蓝思科技的战略收购，公司有望加速发展，在AI硬件千亿级市场中发挥更大作用。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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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蓝思科技拟收购元拾科技控股股东PMG 快速切入英伟达供应链 开拓新赛道

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蓝思科技拟收购元拾科技控股股东PMG 快速切入英伟达供应链开拓新赛道