Vantech is optimistic that this year’s revenue will exceed 10 billion yuan, and the dual engines of low-orbit satellites and AI servers will develop

Vantech is optimistic that this year's revenue will exceed 10 billion yuan, mainly benefiting from the layout of low-orbit satellites and artificial intelligence servers.

[Reporter Fang Weijie/Reported from Taipei] Connection cable manufacturer Vantech (6190) is optimistic that its revenue this year will exceed 10 billion yuan, mainly benefiting from low-orbit satellites, artificial intelligence (AI) server layout, and " The theme of "Optical Copper Advances Together" continued to be hotly discussed, igniting buying orders today and driving Vantaike's stock price to rise sharply. As of 10:6 a.m., it was temporarily trading at 76.6 yuan, an increase of 8.19%, with a trading volume of 4,213 contracts.

Vantech pointed out that the company's high value-added products currently account for about 18% of revenue, and the follow-up target will increase to 30%. The products cover AI server high-speed lines, power lines, induction lines, as well as satellites, high-end customized wires, etc.; low-orbit satellite wires are estimated to account for about 7% of revenue this year, doubling the proportion compared with last year, and the follow-up target will increase to more than 10% and 15%.

In terms of AI high-speed lines, the monthly bare wire production capacity of Vantech high-speed lines is currently about 10 million meters. The first phase of production capacity was completed last year, the second phase was completed early this year, and the third phase of production capacity is continuing to be built. Currently, products such as AI server high-voltage DC power cords and liquid cooling leakage detection lines are being deployed. Among them, the 800-volt high-current power cord has received inquiries from customers in Southeast Asia and India, and is currently being actively introduced and verified.