【私募调研记录】凯普乐资管调研依米康

Group 1 - The core viewpoint of the article highlights that the well-known private equity firm, Capella Asset Management, has conducted research on a listed company, specifically focusing on Yimikang, which offers comprehensive temperature control solutions and is expanding its overseas operations [1] - Yimikang has developed a full-stack liquid cooling solution that includes smart engineering, key equipment, IoT software, and intelligent services, successfully operating liquid cooling containers [1] - The company is experiencing strong order conditions and normal operational activities, with significant clients including Alibaba, ByteDance, and Huawei, and is expected to confirm overseas order revenue of 47.7188 million yuan in 2024 [1]