Core Viewpoint - Strongray Technology (301128.SZ) has signed a partnership agreement to invest in Shenzhen Zhuoyuan Dali Artificial Intelligence Venture Capital Partnership, focusing on early to mid-stage investments in AI, smart hardware, and advanced manufacturing sectors [1] Group 1 - The total committed capital for the partnership is expected to be RMB 87.01 million [1] - Strongray Technology will contribute RMB 8 million, representing 9.19435% of the total committed capital [1] - The investment strategy prioritizes hard technology projects that support intelligent manufacturing technology collaboration [1]

证券代码：301128 证券简称：强瑞技术 公告编号：2025-061 深圳市强瑞精密技术股份有限公司 关于与专业投资机构共同投资合伙企业的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1、投资标的：深圳卓源达瑞人工智能创业投资合伙企业（有限合伙） 2、投资金额：公司以自有资金认缴出资人民币 800 万元。 3、风险提示：本次投资事项尚需报送工商登记机关办理登记手续，本次投 资标的尚需在中国证券投资基金业协会备案，后续募集与投资进展及完成情况 尚存在不确定性；基金具有投资周期长、流动性较低的特点，本次投资存在回 收期较长、短期内不能为公司贡献利润的风险；在投资过程中可能受到宏观经 济、行业周期、监管政策、被投企业自身经营管理等多种因素影响，本次投资 存在投资后无法及时有效退出、投资失败或亏损等风险。公司将根据本次投资 实际进展及时履行信息披露义务，敬请广大投资者注意投资风险。 一、对外投资概述 深圳市强瑞精密技术股份有限公司（以下简称"公司"）于 2025 年 8 月 14 日 签署了《深圳卓源达瑞人工智能创业投资合伙企业（有限合伙）之合 ...

关于子公司申请综合授信及公司为其提供担保的进展公告 证券代码：301128 证券简称：强瑞技术 公告编号：2025-062 深圳市强瑞精密技术股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保事项概述 深圳市强瑞精密技术股份有限公司（以下简称"公司"）于 2024 年 12 月 13 日召开的第二届董事会第十九次（临时）会议、第二届监事会第十七次（临时） 会议、2024 年 12 月 30 日召开的 2024 年第三次临时股东大会审议通过了《关于 公司及子公司担保额度预计及授权的议案》，同意 2025 年 1 月 1 日至 2025 年 12 月 31 日期间在合并报表范围内，由公司为子公司、有条件的子公司为公司的 其他子公司或母公司提供担保，额度预计不超过人民币 50,000 万元整。其中：为 资产负债率 70%以上的被担保对象提供担保的额度为 20,000 万元；为资产负债 率 70%以下的被担保对象提供担保的额度为 30,000 万元。以上担保额度可在子 公司之间进行调剂，但被担保对象的担保额度仅能在同类担保对象间调剂使用。 具体内容 ...

Group 1 - The core viewpoint of the article highlights the stock performance of Strongway Technology, which closed at 66.59 yuan on August 12, experiencing a decline of 0.46% from the previous trading day [1] - The stock exhibited significant volatility, with a low of 62.54 yuan and a high of 67.18 yuan, resulting in a fluctuation of 6.94% [1] - On the same day, the company saw a net inflow of main funds amounting to 13.58 million yuan, with a cumulative net inflow of 24.22 million yuan over the past five trading days [1] Group 2 - Strongway Technology is primarily engaged in the manufacturing of specialized equipment, with products related to humanoid robots and flexible screens [1] - The company is registered in Guangdong Province and has a total market capitalization of approximately 6.888 billion yuan [1] - The trading volume on August 12 was 102,300 hands, with a transaction amount of 664 million yuan and a turnover rate of 9.89% [1]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Strong瑞 Technology, indicating a significant growth in revenue and profit [1] - As of August 11, 2025, Strong瑞 Technology's stock closed at 66.9 yuan, down 2.41%, with a turnover rate of 12.46% and a trading volume of 128,900 hands, amounting to 861 million yuan [1] - The company's latest quarterly report shows total operating revenue of 317 million yuan, a year-on-year increase of 111.27%, and a net profit attributable to shareholders of 11.96 million yuan, up 184.28% [1] Group 2 - Strong瑞 Technology has a current liquidity ratio of 1.816 and a quick ratio of 1.319, indicating a healthy short-term financial position [1] - The company has a debt-to-asset ratio of 48.07%, reflecting its leverage and financial stability [1] - Strong瑞 Technology has made investments in 13 companies and has participated in 5 bidding projects, showcasing its active engagement in business expansion [2]

Group 1 - The liquid cooling server concept stocks experienced a significant surge in the afternoon trading session on August 8, with multiple companies hitting their daily price limit [1] - Huaguang New Material and Feilong Co., Ltd. both reached the daily limit up, indicating strong investor interest [1] - Other companies such as Yingweike, Qiangrui Technology, and Yimikang saw their stock prices increase by over 10%, while Zhongshi Technology, Shenling Environment, Rihai Intelligent, and Chunzong Technology rose by more than 5% [1]

Group 1 - Huaguang New Materials and Feilong Co., Ltd. both hit the daily limit up in the afternoon trading session [1] - In previous trading, Yingweike also reached the daily limit up, while Qiangrui Technology and Yimikang surged over 10% [1] - Other companies such as Zhongshi Technology, Shenling Environment, Rihai Intelligent, and Chunz中 Technology saw increases of over 5% [1]

Group 1 - The liquid cooling server concept continues to show strong performance in the market, with Southern Pump Industry rising over 10% [1] - Strongrui Technology and Chunzong Technology both reached historical highs [1] - Other companies such as Runhe Materials, Feilong Co., Dayuan Pump Industry, and Ice Wheel Environment also experienced gains [1]

格隆汇8月7日｜隔夜美股市场苹果股价大涨5%，刺激A股市场苹果概念股集体走强。其中，卓兆点胶 涨超17%，朝阳科技10CM涨停，工业富联涨超7%，蓝思科技、海能实业、蓝特光学、东睦股份、强瑞 技术涨超6%，立讯精密、安利股份、恒铭达涨超5%，大族激光、鹏鼎控股、歌尔股份涨超4%。 消息 面上，当地时间8月6日，苹果公司宣布将对美国追加1000亿美元投资承诺，标志着其美国投资计划将加 速推进，未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹果 CEO蒂姆·库克表示，该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙伴 包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 ...

Core Insights - The rapid growth in AI computing power is driving the demand for advanced cooling solutions, with liquid cooling becoming a necessary standard due to the limitations of traditional air cooling systems [1][14] - The period from 2025 to 2027 is identified as a critical window for technology penetration and performance realization in the liquid cooling market [1][14] Group 1: Cooling Demand and Technology Trends - The demand for cooling solutions is increasing due to the exponential growth in computing power driven by AI technologies, leading to significant rises in chip thermal design power [2][11] - Traditional air cooling is inadequate for high-power density data centers, with liquid cooling expected to see increased penetration as a result of its superior thermal management capabilities [5][12] - The cooling methods for data centers vary based on power density, with air cooling suitable for low-density centers and liquid cooling becoming essential for high-density environments [6] Group 2: Market Growth and Projections - The global data center capacity using liquid cooling is projected to increase significantly, with net additions expected to reach 2.82 GW by 2025 and 9.10 GW by 2028, reflecting a compound annual growth rate (CAGR) of 47.78% [11] - The liquid cooling market in China is forecasted to grow from 149.8 billion yuan to 347.4 billion yuan between 2025 and 2027, with an overall CAGR of 52.3% [12][14] - The market for newly constructed liquid cooling systems is expected to grow from 11.69 billion yuan in 2025 to 30.51 billion yuan by 2027, with a CAGR of 61.6% [12] Group 3: Industry Ecosystem - The liquid cooling industry ecosystem includes upstream component suppliers, midstream IT equipment manufacturers, and downstream users such as telecom operators and third-party IDC service providers [8] - Key components in the liquid cooling supply chain include quick disconnects, cooling distribution units, and various cooling liquids and systems [8] Group 4: Investment Opportunities - Companies such as Inspur (曙光数创), High Cloud (高澜股份), and others are positioned to benefit from the growth in the liquid cooling market, driven by the increasing demand for efficient cooling solutions in data centers [14]