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冰冰凉凉活水来

05-19

$赛晶科技(00580)$ 十五五期间，特高压项目预计贡献 80 亿元收入，新能源及储能业务仍是重要增长来源。数据中心、核聚变等前沿产业目前收入规模较小，但凭借公司行业领先的技术积累，未来具备较大的爆发潜力。【路演纪要】赛晶科技（580.HK）：特高压增量明确，数据中心用SiC与固态开关加速落地_老虎社区_美港股上老虎 - 老虎社区

冰冰凉凉活水来

04-07

+1

@艳阳高照天:$山东墨龙(00568)$石油开采设备中油管的更换频率大概是2-3年，套管在油井固定好后一般不需要更换…… 后续如果中东的地面战铺开的话，估计中东地区的石油设施相当部分要被损毁，是不是意味着油管和套管需要整个更换一遍？有没有专业人士来分析下……

冰冰凉凉活水来

03-26

看未来是瞄准数据中心和核聚变，这些领域的确前景还是很看好的

@赛晶科技:一图看懂 | 赛晶科技2025全年业绩

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