Ge Long Hui A P P·2025-09-28 02:53Core Viewpoint - The penetration rate of magnetic levitation compressors is expected to increase, benefiting Hanzhong Precision Machinery's products due to rising demand for cooling systems in data centers driven by AI computing power growth [1] Group 1: Magnetic Levitation Compressors - The collaboration between NVIDIA and OpenAI includes a significant investment of up to $100 billion (approximately 711.5 billion RMB) for building large data centers, which will drive the demand for upgraded cooling systems [1] - Traditional cooling technologies face energy consumption bottlenecks, making magnetic levitation compressors a key technology for energy-saving retrofits in data centers [1] - Hanzhong Precision Machinery offers a total of 9 models in the RTM series of magnetic levitation refrigeration compressors suitable for data center applications, indicating potential for substantial benefits in the future [1] Group 2: Vacuum Pumps and Industry Outlook - Currently, the company's vacuum pumps are primarily used in the photovoltaic industry, specifically in crystal pulling and battery cell segments [1] - As capital expenditures in the photovoltaic and semiconductor industries are expected to recover, the company is likely to benefit significantly from this trend [1] - The report maintains a "strongly recommended" rating for the company, reflecting positive expectations for its future performance [1]