Core Viewpoint - The company, Qiaofeng Intelligent (301603.SZ), is actively involved in the precision processing of liquid cooling plates, which are essential components in AI servers and electric vehicle battery cooling systems, indicating a growing demand for related CNC machine tools [1] Industry Summary - The demand for equipment related to liquid cooling plate processing is primarily driven by the pace of downstream liquid cooling technology adoption and the expansion of application scenarios [1] - In the AI server sector, the increasing computing density is rapidly boosting the demand for liquid cooling solutions, with liquid cooling plates being a critical component, leading to a direct increase in the procurement of related processing equipment [1] - The electric vehicle sector is also experiencing an upgrade in battery thermal management requirements, which is gradually increasing the penetration of liquid cooling technology, thus providing growth opportunities for liquid cooling plate processing equipment [1] - The liquid cooling industry is currently in a rapid development phase, and the scale of equipment demand will dynamically change based on the production capacity planning of downstream clients, such as server manufacturers and automotive parts suppliers, as well as the commercialization progress of liquid cooling solutions [1] - The company will continue to monitor technological trends and market demands in the liquid cooling field, optimizing the performance of equipment suitable for liquid cooling plate processing to seize business opportunities arising from industry development [1]
乔锋智能(301603.SZ)：部分数控机床产品可用于液冷板的精密加工环节