Core Viewpoint - 德昌电机控股's stock experienced volatility, initially dropping over 6% before recovering to a nearly 5% increase, indicating market responsiveness to recent developments in the company's business strategy [1] Group 1: Business Developments - In July, 德昌电机控股 announced the establishment of two joint ventures with Shanghai Mechanical and Electrical, focusing on the design and manufacturing of humanoid robot components in China [1] - The company is set to launch the DCP series liquid cooling pumps by May 2025, designed for modern data centers and AI server architectures, featuring high efficiency, low noise, and modular design [1] Group 2: Market Analysis - According to Guotai Junan Securities, 德昌电机控股's automotive motor and pump businesses have strong applicability to the demands of robotics and AI servers, leveraging the company's global scale for manufacturing cost advantages and expertise [1] - Citigroup noted that despite a 2% decline in sales for the first fiscal quarter, the company is expected to see sales recovery in the second and third quarters due to a solid backlog of orders [1]
港股异动 | 德昌电机控股(00179)转涨逾5% 早盘一度跌超6% 公司布局机器人及数据中心液冷领域