从果链到AI链：蓝思科技收购元拾科技，拿下英伟达RVL认证

电子发烧友2025-12-14

电子发烧友网综合报道，在全球生成式AI浪潮席卷之下，AI服务器作为算力基础设施的核心载体，正迎来爆发式增长。面对这一赛道，曾以苹果核心供应商身份闻名的蓝思科技，正通过一系列战略布局，从“果链”向“AI链”跃迁。战略收购：切入英伟达供应链的关键一步12月10日，蓝思科技发布公告，宣布拟战略收购PMGInternationalCo.,Ltd.（裴美高国际有限公司）100%股权，从而间接控股元拾科技（...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2591658418?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-14 00:11","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2591658418","market":"us","top_or_hot":-1,"title":"从果链到AI链：蓝思科技收购元拾科技，拿下英伟达RVL认证","media":"电子发烧友","content":"<div>\n<p>电子发烧友网综合报道，在全球生成式AI浪潮席卷之下，AI服务器作为算力基础设施的核心载体，正迎来爆发式增长。面对这一赛道，曾以苹果核心供应商身份闻名的蓝思科技，正通过一系列战略布局，从“果链”向“AI链”跃迁。战略收购：切入英伟达供应链的关键一步12月10日，蓝思科技发布公告，宣布拟战略收购PMGInternationalCo.,Ltd.（裴美高国际有限公司）100%股权，从而间接控股元拾科技（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214011345a447b5e3&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>从果链到AI链：蓝思科技收购元拾科技，拿下英伟达RVL认证</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n从果链到AI链：蓝思科技收购元拾科技，拿下英伟达RVL认证\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-14 00:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214011345a447b5e3&s=b><strong>电子发烧友</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电子发烧友网综合报道，在全球生成式AI浪潮席卷之下，AI服务器作为算力基础设施的核心载体，正迎来爆发式增长。面对这一赛道，曾以苹果核心供应商身份闻名的蓝思科技，正通过一系列战略布局，从“果链”向“AI链”跃迁。战略收购：切入英伟达供应链的关键一步12月10日，蓝思科技发布公告，宣布拟战略收购PMGInternationalCo.,Ltd.（裴美高国际有限公司）100%股权，从而间接控股元拾科技（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214011345a447b5e3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVIW.SI","symbol_name":"NVDA 3xLongSG261006","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214011345a447b5e3&s=b","article_id":"2591658418","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214011345a447b5e3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591658418","pubTimestamp":1765642260,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"战略收购：切入英伟达供应链的关键一步12月10日，蓝思科技发布公告，宣布拟战略收购PMGInternationalCo.,Ltd.100%股权，从而间接控股元拾科技（浙江）有限公司95.1%股权。此次收购虽仍处于意向协议阶段，但其战略意图极为明确。具体来看，此次收购对蓝思科技具有三重战略价值：一是，快速获取高端客户认证与技术积累。在AI眼镜领域，蓝思科技在今年2月宣布与AI智能眼镜企业Rokid达成战略合作。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVIW.SI":"NVDA 3xLongSG261006","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDS":"1.5倍做空NVDA ETF-Tradr","BK4543":"AI","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","2NVD.UK":"2X NVIDIA ETP","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","NVDA":"英伟达","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","NVD2.UK":"2X NVIDIA ETP","NVDY":"NVDA期权收益策略ETF-YieldMax","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","3NVD.UK":"LS 3X NVIDIA","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4549":"软银资本持仓","NVDS.UK":"LS -1X NVIDIA","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","NVD3.UK":"LS 3X NVIDIA","SNVD.UK":"LS -1X NVIDIA","LU0061474960.USD":"天利环球焦点基金AU Acc","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC"},"translate_title":"From fruit chain to AI chain: Lens Technology acquired Yuanshi Technology and won Nvidia RVL certification","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD3.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVDY":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDA":1.5,"3NVD.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVDS":0.6},"content_text":"电子发烧友网综合报道，在全球生成式AI浪潮席卷之下，AI服务器作为算力基础设施的核心载体，正迎来爆发式增长。面对这一赛道，曾以苹果核心供应商身份闻名的蓝思科技，正通过一系列战略布局，从“果链”向“AI链”跃迁。战略收购：切入英伟达供应链的关键一步12月10日，蓝思科技发布公告，宣布拟战略收购PMGInternationalCo.,Ltd.（裴美高国际有限公司）100%股权，从而间接控股元拾科技（浙江）有限公司95.1%股权。此次收购虽仍处于意向协议阶段，但其战略意图极为明确。据公开信息，元拾科技是英伟达AI服务器机柜（Rack）的重要供应商，产品涵盖机架、滑轨、托盘、Busbar（母线）等关键结构件，并持有英伟达RVL认证——该认证被业内视为进入全球AI算力硬件供应链的“黄金通行证”，门槛高、周期长，仅少数企业具备资质。公告提到，于本协议签署之日，PMG与元拾科技拥有开展国内外特定客户服务器机柜业务（包括但不限于机架、滑轨、托盘、Busbar、其他组件）所需的供应商资质、技术与知识产权、研发与业务团队、生产能力、生产设备/场地等要素，且上述要素及要素所需的资质、团队及业务能力等于拟议交易交割完成后仍将持续有效且无不利变化至少三年。构建AI服务器全栈能力，加速全球化交付蓝思科技表示，通过本项收购，公司将快速获得国内外特定客户服务器机柜业务的成熟技术与客户认证，以及先进液冷散热系统集成能力，与公司强大的精密结构件制造及“材料-模组-整机”垂直整合能力形成强力互补和高度协同，大幅增强在AI算力硬件方案的核心竞争力，为公司开拓AI算力基础设施新赛道、加速向全球AI硬件创新平台转型增添强劲动力。具体来看，此次收购对蓝思科技具有三重战略价值：一是，快速获取高端客户认证与技术积累。通过整合元拾科技，蓝思无需从零起步，即可直接承接英伟达等头部客户的AI服务器结构件订单，并获得成熟的液冷散热系统集成能力，大幅缩短市场导入周期。二是完善“AI端侧+云端”硬件生态。蓝思近年来积极拓展多元化业务，已布局AI眼镜（如Rokid整机代工）、人形机器人（向智元批量交付）、四足机器狗（越疆1万台订单）等AI端侧设备。在人形机器人领域，蓝思科技正在配合客户研发新一代人形机器人头部模组、液态金属灵巧手和本体镁铝合金结构件，根据客户进度可随时在越南、泰国量产交付。同时公司与多家北美头部客户都保持密切业务合作，在头部模组、灵巧手、关节模组等核心模组和整机组装方面开拓业务。在AI眼镜领域，蓝思科技在今年2月宣布与AI智能眼镜企业Rokid达成战略合作。如今切入AI服务器领域，意味着公司正同步卡位“感知—交互—计算”全链条，形成从终端到算力基础设施的协同优势。三是强化全球制造与交付能力。为匹配大客户全球化需求，蓝思已在越南、泰国、墨西哥等地建立生产基地，覆盖智能手机结构件、车载智能座舱、具身智能及AI服务器等产品线。这种“本地化制造+全球交付”模式，不仅降低供应链风险，更提升响应速度与客户粘性，为其在AI硬件赛道争夺更大份额奠定基础。值得注意的是，数据显示蓝思科技对第一大客户依赖度已显著下降——过去三年，其对单一客户收入占比从71%降至2024年的49.5%，而国产客户收入占比升至41%。这表明公司转型并非被动应对，而是主动构建多元、韧性、高附加值的业务结构。随着AI服务器业务逐步放量，蓝思有望摆脱“果链依赖”标签，跻身全球AI基础设施核心供应商行列，开启新的增长曲线。","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,"symbols":[],"gpt_button":0,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591658418","isCrawlerRequest":true}