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铭利达(301268.SZ):液冷产品基本能匹配标准化的品牌服务器

Core Viewpoint - Minglida (301268.SZ) indicates that its liquid cooling products can generally match standardized brand servers, with personalized needs requiring separate customization and development [1] Group 1: Product Development and Customization - The company’s liquid cooling products are capable of meeting standard brand server requirements [1] - Customization and development are necessary for personalized needs [1] Group 2: Production Capacity and Market Demand - Production capacity planning is aligned with market demand, with the company gradually expanding facilities and increasing equipment capacity based on this demand [1] - Some bulk customer orders are scheduled for next year, while others are rolling based on customer needs [1]