Electromagnetic shielding is on fire! The leading two consecutive 20CM daily limits, benefiting listed companies

Finance Associated Press

2024-05-25 17:27Published on the official account of Cailianpress, a subsidiary of Shanghai Poster Industry Group

Finance Associated Press, May 25 (Editor Squared) Following the high-speed copper connection and glass substrate, Nvidia has brought the concept of electromagnetic shielding to the fire. Concept stocks performed strongly on Friday, and Longyang Electronics, a domestic supplier of vertical electromagnetic shielding materials, closed with two consecutive 20CM daily limits; Wanfang Development, whose subsidiary's products play a role in electromagnetic shielding of integrated circuits and modules of high-power microwave electronic devices, closed with two boards; Walt shares, which have achieved a stable supply of electromagnetic shielding EMI materials, also closed with two consecutive boards; Zhengye Technology, which has developed a variety of products such as electromagnetic shielding materials, rose by more than 17% in the intraday; The general business items, including electromagnetic shielding materials, rose by more than 16% in the intraday.

According to incomplete statistics from the Financial Associated Press, 16 listed companies, including Gongda Electroacoustics, Zhengye Technology, Zhongshi Technology, Alaide, Wanshun New Materials, Baoming Technology, Debang Technology, Xinlaifu, Credit Testing Standards, Huichuangda, Aerospace Intelligent Manufacturing, Wanlang Magnetic Plastics, Yue'an New Materials, Sirui New Materials, Corun and Cresda, have recently replied to the business layout related to electromagnetic shielding on the interactive platform.

The NVIDIA GB200 ignites the market's enthusiasm for copper high-speed connectivity to lead AI servers. Compared with optical communications, copper high-speed connections have the advantages of low cost, low power consumption, and easy cabling and maintenance, but the disadvantage is that they are susceptible to electromagnetic interference (EMI). China Post Securities believes that the demand for Nvidia GB200 exceeds expectations, and the core incremental copper high-speed interconnection AIPC is facing electromagnetic interference. The pull of the AI server on the electromagnetic shielding material will bring a huge increment, which is the core expectation difference between the GB200 track and the copper interconnection.

Ma Tianyi, an analyst at Soochow Securities, pointed out in a research report on January 16 that the 5G signal is weaker and the number of single device components is increasing, increasing the demand for electromagnetic shielding materials. With the continuous development of 5G, the demand for electromagnetic shielding materials continues to expand, and according to BCC Research, the global electromagnetic shielding materials market size will reach 9.25 billion US dollars in 2023, a year-on-year increase of 3%.

According to Soochow Securities, there are many participants in the field of electromagnetic shielding, and the market structure is relatively scattered. Leading foreign companies mainly include Laird (Laird Electronic Materials Group), Chomerics, etc. The main domestic enterprises include Kunshan Longyang Electronics, Shenzhen Feirongda, Beijing Zhongshi Technology, Shenzhen Hongfucheng, Shenzhen Born Industry, Suzhou Anjie Technology, Shenzhen Changying Precision, China Electronics Technology 33 Institute, Fangbang Co., Ltd. and other companies. With the continuous introduction of strategic planning in the field of new materials in the mainland, some large-scale and strong domestic electromagnetic shielding material manufacturers have continuously improved their process technology, and have achieved the convergence of some production technologies and product quality with the international advanced level.

Electromagnetic shielding material refers to the functional material that can realize the shielding of electromagnetic waves, and its principle of action is to achieve the purpose of blocking or attenuating electromagnetic waves through the reflection and absorption of electromagnetic waves. At present, the widely used electromagnetic shielding devices mainly include conductive plastic devices, conductive silica gel, metal shielding devices, conductive cloth gaskets, absorbing devices, etc.

In terms of industrial chain, electromagnetic shielding materials belong to the application field of new materials, the upstream of the industrial chain is the supplier of basic raw materials, the midstream is the manufacturer of electromagnetic shielding materials and devices, and the downstream is widely used in communication equipment, computers, mobile phone terminals, automotive electronics, household appliances, national defense and military industry and other terminal applications.

(Finance Associated Press Squared)

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