思泉新材：AI产品渗透率提升推动热管理需求向高端化和增量化发展

证券之星06-05

证券之星消息，思泉新材(301489)06月04日在投资者关系平台上答复投资者关心的问题。

投资者提问：AI算力爆发，谷歌TPU、阿里AIDC、亚马逊AWS资本开支高增。公司作为谷歌核心供应商、阿里平头哥一供，是否充分受益？对北美/国内头部AI客户的供货份额与订单指引？

思泉新材回复：尊敬的投资者您好，AI应用持续深化，对算力、内存以及能效等硬件配置提出了更高的要求，AI产品渗透率的不断提升，将推动电子电气产品的热管理需求向高端化和增量化趋势发展。具体客户和业务情况请以公司在指定信息披露媒体和平台披露的信息为准。感谢关注！

本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。

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/2641195973?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-06-05 08:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2641195973","market":"hk","top_or_hot":-1,"title":"思泉新材：AI产品渗透率提升推动热管理需求向高端化和增量化发展","media":"证券之星","content":"<html><body><p>证券之星消息，<a href=\"https://laohu8.com/S/301489\">思泉新材</a>(301489)06月04日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问：AI算力爆发，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU、<a href=\"https://laohu8.com/S/BABA\">阿里</a>AIDC、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS资本开支高增。公司作为<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>核心供应商、<a href=\"https://laohu8.com/S/09988\">阿里</a>平头哥一供，是否充分受益？对北美/国内头部AI客户的供货份额与订单指引？</p><p>思泉新材回复：尊敬的投资者您好，AI应用持续深化，对算力、内存以及能效等硬件配置提出了更高的要求，AI产品渗透率的不断提升，将推动电子电气产品的热管理需求向高端化和增量化趋势发展。具体客户和业务情况请以公司在指定信息披露媒体和平台披露的信息为准。感谢关注！</p><p>本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。</p></body></html>","source":"stockstar","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>思泉新材：AI产品渗透率提升推动热管理需求向高端化和增量化发展</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思泉新材：AI产品渗透率提升推动热管理需求向高端化和增量化发展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-05 08:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://stock.stockstar.com/RB2026060500005666.shtml><strong>证券之星</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证券之星消息，思泉新材(301489)06月04日在投资者关系平台上答复投资者关心的问题。投资者提问：AI算力爆发，谷歌TPU、阿里AIDC、亚马逊AWS资本开支高增。公司作为谷歌核心供应商、阿里平头哥一供，是否充分受益？对北美/国内头部AI客户的供货份额与订单指引？思泉新材回复：尊敬的投资者您好，AI应用持续深化，对算力、内存以及能效等硬件配置提出了更高的要求，AI产品渗透率的不断提升，将推动...</p>\n\n<a href=\"https://stock.stockstar.com/RB2026060500005666.shtml\">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":"BK0214","symbol_name":"IT设备","start_time":0,"source_url":"https://stock.stockstar.com/RB2026060500005666.shtml","article_id":"2641195973","we_media_id":"1082532455","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641195973","pubTimestamp":1780620682,"columns":[],"sourceInfo":{"source_id":"stockstar","name":"证券之星"},"weMediaInfo":{"media_name":"证券之星","introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"summary":"证券之星消息，思泉新材(301489)06月04日在投资者关系平台上答复投资者关心的问题。投资者提问：AI算力爆发，谷歌TPU、阿里AIDC、亚马逊AWS资本开支高增。公司作为谷歌核心供应商、阿里平头哥一供，是否充分受益？对北美/国内头部AI客户的供货份额与订单指引？思泉新材回复：尊敬的投资者您好，AI应用持续深化，对算力、内存以及能效等硬件配置提出了更高的要求，AI产品渗透率的不断提升，将推动电子电气产品的热管理需求向高端化和增量化趋势发展。具体客户和业务情况请以公司在指定信息披露媒体和平台披露的信息为准。感谢关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"301489":"思泉新材","BK0214":"IT设备"},"translate_title":"Siquan New Materials: The increase in the penetration rate of AI products promotes the high-end and incremental development of thermal management demand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"301489":1.5},"content_text":"证券之星消息，思泉新材(301489)06月04日在投资者关系平台上答复投资者关心的问题。投资者提问：AI算力爆发，谷歌TPU、阿里AIDC、亚马逊AWS资本开支高增。公司作为谷歌核心供应商、阿里平头哥一供，是否充分受益？对北美/国内头部AI客户的供货份额与订单指引？思泉新材回复：尊敬的投资者您好，AI应用持续深化，对算力、内存以及能效等硬件配置提出了更高的要求，AI产品渗透率的不断提升，将推动电子电气产品的热管理需求向高端化和增量化趋势发展。具体客户和业务情况请以公司在指定信息披露媒体和平台披露的信息为准。感谢关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2641195973","isCrawlerRequest":true}