Core Viewpoint - The company is actively developing and producing permanent magnet motors and plans to expand into other types of motors based on market demand [1] Group 1: Product Development - The company has successfully applied for patents related to the control methods and components of permanent magnet auxiliary synchronous reluctance motors [1] - The company has launched permanent magnet synchronous motors and dedicated inverters for synchronous reluctance motors [1] Group 2: Industry Recognition - The company participated in a project focused on "high reliability and high adaptability permanent magnet motor sensorless drive system key technologies and applications," which won the second prize of the Scientific and Technological Progress Award from the China Electrotechnical Society [1]

格隆汇12月17日丨英威腾(002334.SZ)在互动平台表示，公司能够提供全套液冷解决方案。集成微通道 技术，更多的是针对液冷冷板部件，公司以液冷换热解决方案为主，不单独提供液冷冷板部件部件。 ...

Core Viewpoint - The company, Invt (002334.SZ), has a diverse range of motor products that are widely used in various industrial automation sectors and the new energy vehicle industry, with future expansion plans dependent on market demand [1] Group 1: Application Areas - The company's motor products are utilized in machine tools, printing and packaging machinery, textile machinery, 3C electronic devices, photovoltaic water pumps, offshore equipment, steel, petroleum, and chemical industries [1] - Currently, the products have not been applied in the home appliance and aerospace sectors [1] Group 2: Future Expansion - Future expansion into home appliances and aerospace will be planned based on market demand [1]

格隆汇12月17日丨英威腾(002334.SZ)在互动平台表示，公司能提供同步磁阻电机控制器，主要产品有 GD350A，相关技术达行业先进水平，适配流体机械行业、橡胶塑料行业、纺织印染行业、金属线缆行 业等多种工业应用场景。 ...

Core Viewpoint - The company is actively developing and producing permanent magnet motors and plans to expand into other types of motors based on market demand [1] Group 1: Product Development - The company has successfully applied for patents related to the control methods and components of permanent magnet auxiliary synchronous reluctance motors [1] - The company has launched permanent magnet synchronous motors and dedicated inverters for synchronous reluctance motors [1] Group 2: Industry Recognition - The company participated in a project focused on "high reliability and high adaptability permanent magnet motor sensorless drive system key technologies and applications," which won the second prize of the Scientific and Technological Progress Award from the China Electrotechnical Society [1]

法律意见书 中国 深圳 福田区 益田路6001号太平金融大厦11、12层 邮政编码：518038 11&12/F., TaiPing Finance Tower, NO. Yitian Road 6001,Futian District，ShenZhen, P.R. CHINA 电话(Tel.)：(0755) 88265064, 88265288 传真(Fax.)：(0755)83243108 网址（Website）：http:// www.sundiallawfirm.com 广东信达律师事务所 关于深圳市英威腾电气股份有限公司2025年第二次临时股东会的 法 律 意 见 书 信达会字(2025)第398号 致：深圳市英威腾电气股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）《上市公司股东会 规则》（下称"《规则》"）等法律、法规以及现行有效的《深圳市英威腾电气 股份有限公司章程》（下称"《公司章程》"）的规定，广东信达律师事务所（下 称"信达"）接受贵公司的委托，指派律师出席贵公司2025年第二次临时股东会 （下称"本次股东会"），在进行必要验证工作的基础上，对贵公司本次股东会 的召集、召 ...

深圳市英威腾电气股份有限公司公告（2025） 证券代码：002334 证券简称：英威腾 公告编号：2025-064 深圳市英威腾电气股份有限公司 2025年第二次临时股东会决议公告 本公司及董事会全体人员保证公告披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会以现场投票和网络投票相结合的方式召开。 （1）现场会议时间：2025年12月15日（星期一）14:30 （2）网络投票时间：2025年12月15日 （通过深圳证券交易所系统进行网络投票的具体时间为2025年12月15日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投 票的具体时间为2025年12月15日9:15至15:00的任意时间。） 2、会议地点：广东省深圳市光明区马田街道松白路英威腾光明科技大厦 A 座 13 楼多功能厅。 3、会议召开方式：现场投票与网络投票相结合的方式。 4、会议召集人、主持人：本次会议由公司董事会召集、董事长黄申力先生 主持。 2、本次股东会未出现否决议案的情形。 3、本次股东会没有涉及变更前次股东会决议的情形。 一、会议召开和 ...

Summary of Liquid Cooling Industry Conference Call Industry Overview - The liquid cooling industry is experiencing significant growth driven by the surge in data center cooling demands and stricter PUE (Power Usage Effectiveness) regulations. The global AIDC (Artificial Intelligence Data Center) liquid cooling market is projected to reach approximately 110-115 billion RMB by 2026 [1][9]. Key Points and Arguments - **Market Dynamics**: The cost of cooling systems is expected to double to around 10% of total costs due to rapid server iterations. For instance, the value of server modules increased from $75,000 to $95,000, a 20% rise, as the GB300 phase introduced independent cold plates for each GPU [9][10]. - **Liquid Cooling Technology**: The technology is categorized into indirect contact, direct contact, and spray cooling. The single-sided cold plate is dominant in the North American market, while the Inrow model is suitable for new data centers, and the Inrack model is for retrofitting existing centers [2][6][7]. - **Key Components**: Liquid cooling plates are critical components, with significant technical barriers in the design and manufacturing of microchannel plates. These plates enhance heat transfer but require high stability and leak-proof performance [3][8][12]. Emerging Opportunities - **Domestic Supply Chain**: The opening of supplier permissions by NVIDIA in the GB300 phase allows domestic suppliers to enter the market, increasing the demand for cost-effective solutions as NVIDIA shifts towards cloud services [10][11]. - **Company Performance**: Leading companies like Yingwei and Hongsheng are expected to achieve significant performance milestones by 2026. Yingwei's market value is projected to reach 150 billion RMB, while Hongsheng's profits are expected to exceed 300 million RMB [3][5][14]. Additional Insights - **Technological Challenges**: The manufacturing of microchannel plates faces challenges such as low yield rates and high costs due to complex processes. Companies are actively experimenting to find efficient and cost-effective solutions [12][13]. - **Competitive Landscape**: Yingwei is recognized as a leading player with substantial orders from major clients like Google, while Hongsheng is positioned well within the supply chain, indicating a competitive edge in the liquid cooling market [14]. Conclusion - The liquid cooling industry is poised for rapid growth, driven by technological advancements and market dynamics. The shift towards domestic supply chains and the performance of key players will be crucial in shaping the future landscape of this industry [4][10].

Group 1 - The company, Invt (002334.SZ), confirmed that its UPS and temperature control products are essential core components for data centers and AI computing centers, indicating their relevance in the construction and operation of these facilities [2] - The product line of the company covers and serves the needs of data centers and AI computing centers, highlighting its strategic positioning in the industry [2] - The rectifiers and inverters produced by the company are not only sold externally but also serve as key components in the company's industrial automation-related products [2]

Core Viewpoint - The company emphasizes its focus on material application for product development and aims to enhance product competitiveness by collaborating closely with relevant suppliers to introduce new materials [1] Group 1 - The company is actively engaged in product research and development based on material applications [1] - The company maintains close relationships with suppliers to improve product competitiveness [1] - The introduction of new materials is a key strategy for the company's product enhancement [1]