敏实集团(00425)再涨超4%，截至发稿，涨4.04%，报37.6港元，成交额4504.98万港元。 消息面上，敏实集团日前公告，公司附属公司精确实业已于近期自一间台湾AI服务器厂商获得订单， 据此精确实业将按照客户规格要求进行AI服务器浸没式液冷柜的设计、开发及生产。截至公告日期， 精确实业已通过该客户针对浸没式液冷柜的技术验证。相关产品预计将于2025年11月中旬开始分批交 付。此外，截至公告日期，集团亦已通过另一间台湾AI服务器液冷系统厂商的分水器技术验证，并获 取相关订单，首批产品预计将于2025年12月底前进行交付。 开源证券此前指，公司是全球领先的汽车外饰件和车身结构件供应商，已形成塑件、金属及饰件、铝件 和电池盒四大产品线，客户涵盖全球知名整车厂。公司传统业务增长较为稳健，电池盒业务受益于欧洲 电动车放量，有望贡献利润弹性，且公司已形成较为全面的全球产能布局，构筑产能壁垒。此外，公司 积极开拓低空、机器人、AI液冷等新赛道，有望形成第三成长曲线。 ...

开源证券此前指，公司是全球领先的汽车外饰件和车身结构件供应商，已形成塑件、金属及饰件、铝件 和电池盒四大产品线，客户涵盖全球知名整车厂。公司传统业务增长较为稳健，电池盒业务受益于欧洲 电动车放量，有望贡献利润弹性，且公司已形成较为全面的全球产能布局，构筑产能壁垒。此外，公司 积极开拓低空、机器人、AI液冷等新赛道，有望形成第三成长曲线。 智通财经APP获悉，敏实集团(00425)再涨超4%，截至发稿，涨4.04%，报37.6港元，成交额4504.98万港 元。 消息面上，敏实集团日前公告，公司附属公司精确实业已于近期自一间台湾AI服务器厂商获得订单， 据此精确实业将按照客户规格要求进行AI服务器浸没式液冷柜的设计、开发及生产。截至公告日期， 精确实业已通过该客户针对浸没式液冷柜的技术验证。相关产品预计将于2025年11月中旬开始分批交 付。此外，截至公告日期，集团亦已通过另一间台湾AI服务器液冷系统厂商的分水器技术验证，并获 取相关订单，首批产品预计将于2025年12月底前进行交付。 ...

每经AI快讯，敏实集团(00425.HK)高开逾7%，截至发稿，涨7.49%，报37.02港元，成交额1937.01万港 元。 ...

Core Viewpoint - Minth Group (00425) has seen a significant stock price increase of 7.49%, reaching HKD 37.02, following the announcement of new orders related to AI server immersion cooling cabinets [1] Group 1: Company Developments - Minth Group's subsidiary, Precision Industries, has recently secured orders from a Taiwanese AI server manufacturer for the design, development, and production of immersion cooling cabinets [1] - As of the announcement date, Precision Industries has passed the technical validation for the immersion cooling cabinets required by the client [1] - The related products are expected to begin phased deliveries in mid-November 2025 [1] Group 2: Future Production and Partnerships - The company has also passed the technical validation for a splitter from another Taiwanese AI server liquid cooling system manufacturer and has secured related orders, with the first batch expected to be delivered by the end of December 2025 [1] - The end customer for these products is identified as a global semiconductor enterprise [1] - To meet the delivery requirements of these orders and potential future demands, the company has established a joint venture with Fuman Technology to expand the AI server liquid cooling system business and has built a production facility in Jiaxing [1] - As of the announcement date, the production facility has achieved small batch production capabilities and is expected to reach large-scale production levels by the end of December 2025 [1]

智通财经APP获悉，敏实集团(00425)高开逾7%，截至发稿，涨7.49%，报37.02港元，成交额1937.01万 港元。 消息面上，11月3日，敏实集团发公告称，公司附属公司精确实业已于近期自一间台湾AI服务器厂商获 得订单，据此精确实业将按照客户规格要求进行AI服务器浸没式液冷柜的设计、开发及生产。截至公 告日期，精确实业已通过该客户针对浸没式液冷柜的技术验证。相关产品预计将于2025年11月中旬开始 分批交付。此外，截至公告日期，集团亦已通过另一间台湾AI服务器液冷系统厂商的分水器技术验 证，并获取相关订单，首批产品预计将于2025年12月底前进行交付。 公司获悉，上述产品的最终客户为全球性半导体企业。为满足上述订单之交付以及未来潜在订单之需 求，集团已与福曼科技成立合资公司以共同拓展AI服务器液冷系统相关业务，并已于嘉兴建设相关生 产工厂。截至公告日期，该生产工厂已具备小批量生产能力，预计将于2025年12月底达到大批量生产水 平。 ...

敏实集团公布，公司于2025年10月24日根据股份奖励计划授予若干个人所涉总计240万股股份的奖励， 该等股份约占截至授予日期已发行总股数(不包括库存股份)的0.21%。 香港联交所最新资料显示，10月31日，敏实集团(00425)股东将股票存入法国巴黎银行，存仓市值14.09 亿港元，占比3.41%。 ...

敏实集团公布，公司于2025年10月24日根据股份奖励计划授予若干个人所涉总计240万股股份的奖励， 该等股份约占截至授予日期已发行总股数(不包括库存股份)的0.21%。 智通财经APP获悉，香港联交所最新资料显示，10月31日，敏实集团(00425)股东将股票存入法国巴黎银 行，存仓市值14.09亿港元，占比3.41%。 ...

Core Viewpoint - The company has secured orders for AI server immersion liquid cooling cabinets from Taiwanese manufacturers, with deliveries expected to begin in November 2025, indicating a strong demand for AI solutions in the market [1][2] Group 1: Company Developments - The company's subsidiary, Precision Industries, has completed technical validation for immersion liquid cooling cabinets and is set to design, develop, and produce these products according to customer specifications [1] - A joint venture has been established with Forman Technology to expand the AI server liquid cooling system business, with a production facility in Jiaxing already capable of small-batch production and expected to reach mass production by December 2025 [1][2] Group 2: Market Trends and Opportunities - The global AI server liquid cooling system market is anticipated to experience rapid growth due to increasing demand for AI solutions across various industries [2] - The company has a strong foothold in the automotive sector with advanced development and production technologies for battery box structural components and liquid cooling plates, ensuring high-performance and reliable production capabilities [2] - The partnership with Forman Technology, which has over 20 years of experience in liquid cooling system products, is expected to enhance the company's technological capabilities and production efficiency [2]

Core Viewpoint - The company has secured orders for AI server immersion liquid cooling cabinets from Taiwanese manufacturers, with deliveries expected to begin in November 2025, indicating a strong demand for AI solutions in the market [1][2] Group 1: Company Developments - The company's subsidiary, Precision Industries, has completed technical validation for immersion liquid cooling cabinets and is set to design, develop, and produce these products according to customer specifications [1] - A joint venture has been established with Forman Technology to expand the AI server liquid cooling system business, with a production facility in Jiaxing already capable of small-batch production [1] - The company has also passed technical validation for a splitter from another Taiwanese AI server liquid cooling system manufacturer, with the first batch of products expected to be delivered by the end of December 2025 [1] Group 2: Industry Trends - The global AI server liquid cooling system market is anticipated to experience rapid growth due to increasing demand for AI solutions across various industries [2] - The company has established a strong global production capacity in the automotive sector, particularly in battery box structural components and liquid cooling plates, ensuring high-performance and reliable production [2] - The company is actively exploring new growth avenues in emerging fields such as AI, robotics, low-altitude economy, and smart mobility, supported by a long-term partnership with leading Taiwanese server manufacturers [2]

Core Insights - The company has received orders for AI server immersion liquid cooling cabinets from a Taiwanese AI server manufacturer, with deliveries expected to start in mid-November 2025 [1] - The company has also passed technical validation for a splitter from another Taiwanese AI server liquid cooling system manufacturer, with the first batch of products expected to be delivered by the end of December 2025 [1] - The end customer for these products is a global semiconductor enterprise, indicating significant market demand [1] Company Developments - The company has established a joint venture with Fuman Technology to expand its AI server liquid cooling system business and has begun construction of a production facility in Jiaxing, which is expected to reach mass production levels by the end of December 2025 [1][2] - The production facility currently has small batch production capabilities [1] - The company has a strong global production capacity in the automotive sector, particularly in battery box structural components and liquid cooling plates, which supports its high-performance product offerings [2] Market Outlook - The global AI server liquid cooling system market is anticipated to experience rapid growth due to increasing demand for AI solutions across various industries [2] - The company is actively expanding into new sectors and products, focusing on emerging fields such as AI, robotics, low-altitude economy, and smart mobility [2] - The partnership with Fuman Technology, which has over twenty years of experience in liquid cooling system products, is expected to enhance the company's technological capabilities and production efficiency [2]