【私募调研记录】合众易晟调研依米康

Group 1 - The company Yimikang has a comprehensive range of temperature control solutions and technologies, with a focus on overseas liquid cooling applications, particularly in Europe and the United States [1] - In 2023, the company is gradually expanding its overseas presence, following the demand from major clients like Alibaba and ByteDance, with confirmed overseas order revenue of 47.7188 million yuan for 2024 [1] - Yimikang offers a full-stack liquid cooling solution that includes smart engineering, key equipment, IoT software, and intelligent services, and has successfully launched products like liquid cooling containers [1] Group 2 - Major clients and strategic partners of the company include Alibaba, ByteDance, and Huawei, indicating a strong order situation and normal operational activities [1]