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额温枪BOM（单位：元）
额温枪BOM（单位：元）
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【公司研究】森霸传感-深耕布局传感器迎国产替代之变局-20200817（22页）.pdf
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fCDnu4Tku7bnsbvliKsgfCDmiJDmnKzljaDmr5QgfAp8LS0tLS0tLS0tfC0tLS0tLS0tLXwKfCBTb0Mg5Li75o6n6Iqv54mHIHwgMzMuNTQlIHwKfCDlhbbku5bpm7bmlaPlhYPlmajku7YgfCAyOS4xNSUgfAp8IOe7k+aehOS7tiB8IDExLjU5JSB8CnwgT0VNIOe7hOijhSB8IDkuMTUlIHwKfCBST00rUkFNIOWtmOWCqCB8IDYuNzElIHwKfCDmkYTlg4/lpLTmqKHnu4QgfCA1LjQ5JSB8CnwgUENCIHwgNC4zOSUgfAoKKirotYTmlpnmnaXmupDvvJrnu7Tmt7Egd2VsbHNlbm4gWFLvvIzlm73ogZTmsJHnlJ/or4HliLjnoJTnqbbmiYDmlbTnkIYqKg==
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fCDnu4Tku7bnsbvliKsgfCDljaDmr5QgfAp8Oi0tLS0tLS0tLXw6LS0tLTp8Cnwg55u057q/5omn6KGM5ZmoIHwgMzElIHwKfCDml4vovazmiafooYzlmaggfCAyNCUgfAp8IOaJi+mDqOWFs+iKguaAu+aIkCB8IDIzJSB8Cnwg5YW25LuW57uE5Lu2IHwgMTglIHwKfCDmmbrog73noazku7YgfCA0JSB8CgoqKui1hOaWmeadpea6kO+8muWJjeeeu+S6p+S4mueglOeptumZou+8jOS4nOWMl+ivgeWIuCoq
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以GB200NVL72机柜132kW额定功率（不考虑冗余）测算液冷一次侧的BOM成本
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fCDnoazku7bnp43nsbsgICAgICAgICAgICAgICAgICB8IOWNoOavlCB8CnwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tfAp8IFNvQ++8iOmrmOmAmkFSMStCRVMyNzAw77yJICAgIHwgMzclICB8Cnwg5a2Y5YKoRXBvcCAgICAgICAgICAgICAgICAgIHwgNiUgICB8Cnwg5pGE5YOP5aS0ICAgICAgICAgICAgICAgICAgICB8IDExJSAgfAp8IE9FTS9PRE0gICAgICAgICAgICAgICAgICAgfCAxMCUgIHwKfCDnu5PmnoTku7YgICAgICAgICAgICAgICAgICAgIHwgMTElICB8Cnwg5YWF55S155uSICAgICAgICAgICAgICAgICAgICB8IDE5JSAgfAoK6LWE5paZ5p2l5rqQ77ya57u05rex5L+h5oGv77yM6KW/6YOo6K+B5Yi456CU5Y+R5Lit5b+D
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fCDkuqflk4HnsbvlnosgICAgICAgICB8IOaAu0JPTeaIkOacrO+8iOe+jumHke+8iSB8IEJPTeWNoOavlCB8CnwtLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS18Cnwg5Lyg57uf5pyN5Yqh5ZmoICAgICAgIHwgMzUwICAgICAgICAgICAgICAgfCA1JSAgICAgIHwKfCBER1ggQTEwMCAgICAgICAgIHwgMjI1MSAgICAgICAgICAgICAgfCAyJSAgICAgIHwKfCBER1ggSDEwMCAgICAgICAgIHwgMzI1NCAgICAgICAgICAgICAgfCAyJSAgICAgIHwKCui1hOaWmeadpea6kO+8mlRyZW5kZm9yY2XjgIpBSeS8uuacjeWZqCBQQ0Ig6ZyA5rGC5YmW5p6Q44CL77yM6KW/6YOo6K+B5Yi456CU5Y+R5Lit5b+D
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硫化物固态电解质成本30万元时，占全固态电芯BOM成本
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行业数据
2025-09-11
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传统服务器与八卡形态AI服务器BOM成本拆分（以NVIDIADGXA100、H100为例）
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2025-09-01
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AR整机设备模块单元组成及BOM占比拆分
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根据国际电子商情额温枪 BOM 数据，红外传感器作为额温枪核心器件成本占比仅次于外壳+包装，疫情前约占额温枪成本的 16%。且由于疫情供不应求，传感器涨价后成本占比超 50%。
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【公司研究】森霸传感-深耕布局传感器迎国产替代之变局-20200817（22页）.pdf
热释电红外传感器分类
全球民用红外市场规模预测（单位：亿美元）
红外传感器分类
公司归母净利润变化（单位：亿元）
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