Zhi Tong Cai Jing·2025-08-11 03:34Group 1 - Hongteng Precision (06088) saw a rise of over 10%, currently up 9.4% at HKD 3.49, with a trading volume of HKD 337 million [1] - Industrial Fulian (601138) announced a 39% year-on-year increase in net profit for the first half of the year, with the GB200 series products ramping up production [1] - According to Zhaoyin International, issues related to metal connections, liquid cooling leakage, and heat dissipation are being optimized, leading to an acceleration in GB200 production since April, with an expected total of 7,000 cabinets in the first half of the year [1] Group 2 - The GB300 is set to enter sample production in the second half of the year, with mass production expected in the fourth quarter, and an annual forecast of 20,000-25,000 cabinets for both GB200 and GB300 [1] - The global AI server OEM/ODM leaders will continue to benefit, including Industrial Fulian as a top-tier supplier of GB200 servers, as well as manufacturers of server components such as connectors/interfaces, cooling, and power management [1] - Companies like BYD (002594) Electronics are ramping up production and shipment of AI server products, alongside Hongteng Precision's GB200/300 server connector products and liquid cooling components [1]