开源证券给予英维克买入评级,公司信息更新报告:液冷产品加速放量,发出商品及合同负债大幅增长
Group 1 - The core viewpoint of the report is that Yingweike (002837.SZ) is given a "buy" rating due to strong growth in data center liquid cooling products and significant increases in goods and contract liabilities [2] - The company demonstrates strong cost control capabilities and emphasizes research and development investments, which accelerates capacity expansion [2] Group 2 - The report highlights the rapid deployment of liquid cooling products in data centers, indicating a positive market trend [2] - There are concerns regarding increased competition in the energy storage temperature control industry and the potential underperformance of both air-cooled and liquid-cooled products in data centers [2]