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In recent days, electromagnetic shielding has attracted much attention, and related concept stocks have shown strong performance. On the interactive platform, many listed companies actively disclose their business layout.
On the news side, the concept of electromagnetic shielding is hot, mainly influenced by Nvidia. As a result, electromagnetic shielding has become another A-share theme of NVIDIA following the concepts of high-speed copper connection and glass substrate packaging technology.
Electromagnetic shielding is concerned
Huang Renxun, CEO of Nvidia, predicted at the financial report and performance exchange meeting recently that Blackwell architecture chips will bring a lot of revenue this year.
Previously, at the Global Technology Conference (GTC) in March this year, Nvidia released a new super chip GB200 based on Blackwell architecture and a new flagship large server DGX GB200 (also known as NVL72 rack server).
In the view of the industry, the demand for NVIDIA GB200 exceeded expectations, and the core increment copper high-speed interconnection AI PC faced electromagnetic interference problems, which is expected to stimulate the demand for electromagnetic shielding materials.
Minsheng Securities also said that in the fierce competition of AI servers, if they cannot effectively resist electromagnetic interference, they will shorten the service life of products, increase additional costs, and even affect research and development progress and enterprise competitiveness. Therefore, the application of electromagnetic shielding materials in copper interconnection AI server becomes critical.
Electromagnetic shielding materials refer to functional materials that can shield electromagnetic waves. Their principle is to block or attenuate electromagnetic waves by reflecting and absorbing electromagnetic waves. At present, its downstream industries cover communication equipment, computers, mobile terminals, automotive electronics, household appliances, defense and military industry and other terminal applications.
According to the statistics of BCC Research, the global market size of electromagnetic shielding materials has gradually expanded in recent years, from 5.2 billion dollars in 2013 to 7 billion dollars in 2018. In 2023, the global market size of electromagnetic shielding materials has reached 9.25 billion dollars, and is expected to grow at an annual rate of 10% in the next five years.
"Electromagnetic shielding materials can effectively reduce the electromagnetic interference of electronic equipment in use, and improve the performance and stability of equipment. Therefore, electromagnetic shielding materials have a broad application prospect in the field of electronic equipment." Zhang Xinyuan, research director of Kefangde Think Tank, told reporters, "With the continuous improvement of people's understanding of the hazards of electromagnetic radiation, electromagnetic shielding materials will also be extended to more fields."
"The 5G signal is weaker and the number of single equipment components increases, increasing the demand for electromagnetic shielding materials." Soochow Securities Analyst Ma Tianyi (Analyst Jin Qilin) Zeng said in the research report that with the continuous development of 5G, the demand for electromagnetic shielding materials will continue to expand.
The share price of related individual stocks rose
Against the background of better market expectations, the stock prices of electromagnetic shielding related concept stocks rose one after another.
On May 24, domestic suppliers of vertical electromagnetic shielding materials Rumble electron Ending at the ceiling, electromagnetic shielding EMI materials have achieved stable supply Water Shares The share price also reached a ceiling on the same day. In addition, Wanfang Development 、 Zhengye Technology 、 Hongfuhan The share prices of individual stocks also rose sharply.
At present, there are many participants in the field of electromagnetic shielding. From the domestic perspective, enterprises with relevant businesses include Longyang Electronics Feirongda 、 Zhongshi Technology , Hongfuhan Changying Precision 、 Fangbang Shares Etc.
With the sharp increase of market attention, many domestic listed companies have recently replied to the layout of electromagnetic shielding related businesses on the interactive platform.
Deppon Technology The company's electromagnetic shielding materials are mainly used for signal shielding in the assembly process of the complete machine to prevent mutual interference of signals generated during the working process of components. Among them, the shielding performance of EMI electromagnetic shielding materials in the 30MHz-20GHz frequency band reaches more than 120dB. Gongda Electroacoustic It was revealed that the company has electromagnetic shielding technology, and its products are widely used in consumer communication equipment, automotive and industrial equipment and other fields. Corun He said that the company has been committed to the development and promotion of shielding materials for a long time. After years of accumulation, the product series has been expanding, and now it can provide customers with various electromagnetic shielding materials solutions. The company's products have successfully entered the supply chain system of Laird, Feirongda and other manufacturers.
From the perspective of the industry, with the continuous expansion of the application field of electromagnetic shielding materials and the continuous iteration and upgrading of technology, domestic enterprises need to consolidate their business foundation in the following aspects in the future.
"On the one hand, continue to improve the performance of electromagnetic shielding materials, including improving shielding efficiency, reducing weight, improving durability, etc.; and develop new electromagnetic shielding technologies, such as electromagnetic shielding technology based on nano materials, electromagnetic shielding technology based on electromagnetic metamaterials, etc." Guo Tao, a senior AI expert, told reporters that, on the other hand, enterprises should pay more attention to the intelligence of electromagnetic shielding technology, and realize automatic adjustment and optimization of electromagnetic shielding effect through AI technology; In addition, we should actively expand the application fields of electromagnetic shielding technology. "Such as looking for new application scenarios in new energy vehicles, 5G communications, Internet of Things and other fields."
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