目前 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第71页 - 钛刻科技

印度航空报告年度亏损超24亿美元，寻求股东支持

印度航空有限公司目前正面临远超预期的年度亏损。据知情人士透露，截至3月31日的财年，亏损数字超过2200亿卢比（合24亿美元）。相比之下，此前报道的内部预估约为16亿美元，这表明该航空公司的财务状况可能比预期恶化得更严重。该公司本财年开局相对稳定，包括在2025年4月初曾短暂实现

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国际海事组织：约有2万海员被困波斯湾

国际海事组织秘书长多明格斯17日说，目前约有2万名海员和近2000艘船舶被困在波斯湾，他呼吁各国加大外交努力，支持国际海事组织推动海湾地区被困海员疏散计划。多明格斯是当天远程参加法国与英国联合主持的霍尔木兹海峡通航相关会议时作出上述表述的。他说，霍尔木兹海峡周边冲突正对海员、航运

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中信证券：AI推动激光器芯片量价齐升，关注国产新机遇

36氪获悉，中信证券研报称，目前AI计算集群已从“堆算力”走向“拼网络效率”，高性能、高带宽、低延迟的网络成为数据中心性能提升的关键。激光器芯片是光模块的核心器件，决定光模块的电光转换效率和产品代际。中信证券认为激光器芯片行业将受益于Scale-out/Scale-up网络超节点

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英维克：目前趋势来看，电子散热业务2026年增速会加快

英维克4月21日在分析师会议上表示，电子散热业务目前包括冷板、接头等，国内外客户都有，客户技术要求复杂、定制化程度高，和客户的新产品推出节奏同步、周期长。目前趋势来看，2026年增速会加快。由于涉及到的客户及产品品类多，毛利率变化范围比较大。公司看好电子散热业务的盈利前景。（证券

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隆华新材：目前暂未知悉下游厂商产品是否有应用在机器人皮肤上

36氪获悉，隆华新材在互动平台表示，结合公司产品的特性，公司密切关注和探索新兴领域的应用，目前暂未知悉下游厂商产品是否有应用在机器人皮肤上。公司产品为化工新材料的原料，至下游终端产品之间尚存在较多加工制造环节。

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东风本田：目前没有工厂关停计划

针对本田将于明年关闭一家与东风汽车集团合资工厂的消息，东风本田方表示，公司运营正常，目前没有工厂关停的计划。今日有消息称，本田将于今年6月关闭一家与广汽集团合资运营的工厂，并在明年关闭另一家与东风汽车集团合资的工厂。广汽本田同日回应表示，结合市场环境变化，广汽本田持续整合资源，优

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中信证券：看好激光器芯片龙头公司未来发展潜力

中信证券研报指出，目前AI计算集群已从“堆算力”走向“拼网络效率”，高性能、高带宽、低延迟的网络成为数据中心性能提升的关键。激光器芯片是光模块的核心器件，决定光模块的电光转换效率和产品代际。中信证券认为激光器芯片行业将受益于Scale-out/Scale-up网络超节点扩容和技术

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中信建投：后续生猪养殖板块将存在分化

36氪获悉，中信建投研报称，目前生猪养殖行业正在处于产能深度去化阶段，去化的长度和深度决定了未来的猪价走势。农业农村部座谈会清晰传导出中国生猪产业进入“强监管、稳预期、去产能”的新阶段，对后续的产能去化要压实责任，通过行政、环保、金融多重手段深度相互结合，稳定猪价，减少生猪产业周

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隆基机械：目前与张雪机车暂无业务交集

36氪获悉，隆基机械在互动平台表示，公司主营业务为汽车制动盘、制动鼓、轮毂等部件的研发、生产与销售，主要客户集中于乘用车与商用车领域，产品销往全球50多个国家和地区。张雪机车作为新兴摩托车品牌，其制动系统配套体系与公司现有汽车供应链不属同一体系，目前暂无业务交集。

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永辉超市：大规模闭店已结束，目前调改店��实现收入增长

永辉超市4月20日在业绩说明会上表示，大规模的闭店已经结束，目前调改店已经实现收入增长。（证券时报）

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锂矿企业重启“赚钱模式”

“目前碳酸锂需求旺盛，产品一下线就被客户拉走，生产速度跟不上订单需求。”对于碳酸锂行情持续走强，青海某年产万吨级碳酸锂企业的负责人语气略显振奋。该负责人告诉记者，目前公司碳酸锂销售只针对长协客户，全年的“额度”均已分配完成，目前没有库存。碳酸锂行情升温在A股锂矿公司一季度业绩中也

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国民技术MCU打入全球顶级电源管理厂商，目前已批量供货

从国内MCU产业链获悉，大量海外AI电源、光通信公司，正开始大规模采购国产MCU芯片，以应对高速扩张的算力和AI电源需求。其中，国民技术今年已开始对全球顶级电源管理大厂实现批量供货，目前电源监控芯片已稳定量产，单价1.5～2美元。据了解，国民技术今年7月两款通信类芯片也将完成送样

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万马科技：液冷服务器机柜业务尚处于前期阶段，目前仅实现少量出货

36氪获悉，万马科技在互动平台表示，公司的液冷服务器机柜业务尚处于前期阶段，目前仅实现少量出货，该产品暂未供货予浪潮信息。

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中信证券：目前煤炭板块催化因素充分，旺季行情可期

36氪获悉，中信证券指出，2025年，受煤价继续下行的影响，板块盈利继续下滑，公司自由现金流也有显著收缩，但2026年一季度部分公司已出现环比业绩改善。看好二季度煤价表现，即便中东冲突缓和，能源供应恢复也需要时间，叠加气候因素影响，国内外煤价在二季度中后期或形成共振，煤、化价格上

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鸿合科技：子公司迹动体育目前暂无面向C端的相关产品或解决方案

36氪获悉，鸿合科技在互动平台表示，公司子公司迹动体育目前暂无面向C端的相关产品或解决方案。

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韩国预计到2040年用电量将增长近30%

韩国气候能源环境部周三表示，预计到2040年，韩国的年用电量将比目前水平增长近30%。韩国气候能源环境部表示，预计到2040年，韩国的年用电量将达到最低657.6太瓦时（TWh）和最高694.1太瓦时。按最高数字计算，较2024年统计的549.8太瓦时的年用电量相比，将增长26%

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天孚通信：1.6T光引擎处于量产状态目前因为个别物料缺料尚未达到预期产量

36氪获悉，天孚通信公告，公司的1.6T光引擎处于量产状态，目前因为个别物料缺料尚未达到预期产量，公司在积极协调供应商，努力争取更多交付；公司配合客户需要开发CPO配套的FAU、ELS等产品，会根据客户需要持续增加产能和产量；公司海外有新加坡、泰国、日本、美国等子公司，努力服务好

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秀强股份：目前不涉及玻璃基板业务

36氪获悉，秀强股份在互动平台表示，公司主要从事玻璃深加工产品的研发、生产和销售，产品主要应用于家电和新能源等领域，目前不涉及玻璃基板业务。

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台积电高管：暂不采用阿斯麦最新光刻机

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目前 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第71页 - 钛刻科技 | TCTI.cn

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