LY iTECH(SZ:002600) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-26 12:14Core Viewpoint - The stock price of Lingyi iTech (002600.SZ) surged to a closing price of 14.92 CNY per share, driven by a recruitment announcement indicating potential collaboration with NVIDIA in liquid cooling technology [2]. Group 1: Company Overview - Lingyi iTech was established in 2006 and went public in 2018, specializing in AI terminal hardware and providing precision components, structural parts, and module manufacturing services [5]. - The company aims to focus on its core business while expanding into upstream markets, including robotics and server cooling solutions, and enhancing its overseas market presence [5]. Group 2: Financial Performance - In 2024, Lingyi iTech reported a revenue of 44.211 billion CNY, reflecting a year-on-year growth of 29.56%, but the net profit attributable to shareholders decreased by 14.5% to 1.753 billion CNY [5]. - The first quarter of 2025 showed signs of recovery, with revenue reaching 11.494 billion CNY, a year-on-year increase of 17.11%, and a net profit of 565 million CNY, up 23.52% year-on-year [5]. Group 3: Market Reaction and Recruitment Information - The recruitment of a senior engineer for NVIDIA liquid cooling systems, with a salary range of 35,000 to 50,000 CNY, has raised market speculation about Lingyi iTech's role as a significant supplier for NVIDIA [2]. - The job responsibilities include leading the lifecycle delivery of next-generation liquid cooling cabinets and collaborating with NVIDIA's R&D team to establish cooling interface standards [2]. - Lingyi iTech's subsidiary, Suzhou Lingyu Electronics Technology Co., Ltd., is fully owned by Lingyi Technology (Shenzhen) Co., Ltd., which is in turn fully owned by Lingyi iTech, linking the recruitment directly to the parent company [2].