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开源证券给予英维克买入评级,公司信息更新报告:英特尔UQD联盟成立,公司为首批认证伙伴

Core Viewpoint - The report from Open Source Securities on August 21 recommends a "buy" rating for Invec (002837.SZ, latest price: 64.58 CNY) based on its long-standing collaboration with Intel and significant growth in R&D investment and contract liabilities [2] Group 1 - The company has a long-standing partnership with Intel, with multiple liquid cooling products passing testing and certification [2] - There is a strong emphasis on R&D investment, leading to a substantial increase in product and contract liabilities, indicating accelerated capacity expansion [2] - The report highlights potential risks, including intensified competition in the energy storage temperature control industry and lower-than-expected growth in the volume of air-cooled and liquid-cooled products for data centers [2]