纪要精选｜纪要精选晚报：算力供电升温，国产替代进入兑现段

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本期提炼八组变化：固态断路器在高压直流机柜中的应用升温，先进制程与存储价格上行，先进封装国产材料接近批量兑现，立讯精密数据中心业务提速，珠海冠宇推进钢壳与硅碳负极方案，太阳纸业通过品类切换托住利润，优然牧业合同奶价出现拐点，瑞立科密受益于商用车制动系统升级。

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纪要精选｜纪要精选晚报：算力供电升温，国产替代进入兑现段

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