SANHUA(SZ:002050) Zhi Tong Cai Jing·2025-08-28 07:55Core Viewpoint - Sanhua Intelligent Control (002050) is experiencing a stock price increase, with a rise of over 4% at the close, attributed to its upcoming board meeting to approve mid-term results and its strategic focus on liquid cooling server business [1] Group 1: Company Developments - Sanhua Intelligent Control plans to hold a board meeting on August 28 to approve its mid-term performance [1] - The company has stated that the underlying components of liquid cooling servers and heat pump systems are highly overlapping, leveraging over 40 years of expertise in thermal management components [1] - Sanhua is actively expanding its business in the liquid cooling server sector and will continue to promote collaborations with related enterprises [1] Group 2: Market Position and Growth Potential - Goldman Sachs has released a report highlighting Sanhua as a leading global supplier of HVAC control and thermal management components, with a positive outlook on its growth potential in humanoid robot actuators [1] - The firm believes that humanoid robots represent a significant long-term technological trend, positioning Sanhua as a key player in the supply chain due to its visibility as an actuator assembler [1] - Goldman Sachs forecasts that by 2030, the humanoid robot actuator segment will contribute 25% to total revenue and 18% to net profit for Sanhua [1]