恒铭达：AI算力及通信设备领域产能不足预计2027年上半年释放新产能

格隆汇09-23

恒铭达在投资者关系活动中表示，公司AI算力及通信设备零组件已广泛应用于算力服务器、高端半导体设备、高端存储设备、高端通信设备等领域。公司在AI算力及通信设备领域销售毛利率为24.99%，较上年同期有所提升。当前相关业务市场需求旺盛，公司产能不足，正在加快建设，预计2027年上半年释放新产能。随着惠州恒铭达智能制造基地及海外生产基地后续逐步落地，公司营业收入有望相应成长。

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恒铭达：AI算力及通信设备领域产能不足 预计2027年上半年释放新产能

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恒铭达：AI算力及通信设备领域产能不足预计2027年上半年释放新产能