前三季度净利预增超74%，中石科技盘中触及涨停

Core Viewpoint - The company, Zhongshi Technology, is expected to see significant growth in net profit for the first three quarters of 2025, driven by increased demand in the consumer electronics sector and advancements in AI-enabled cooling solutions [1][2]. Financial Performance - The projected net profit attributable to shareholders is between 230 million to 270 million yuan, representing a year-on-year growth of 74.16% to 104.45% [1]. - The net profit for the third quarter alone is expected to be between 115 million to 145 million yuan, with a year-on-year increase of 65.79% to 109.04% [1]. - The impact of non-recurring gains and losses on net profit is estimated to be around 15.2 million yuan [1]. - For the first half of the year, the company reported revenue of 748 million yuan, a year-on-year increase of 16.12%, and a net profit of 121 million yuan, up 93.74% [2]. Business Development - The company is benefiting from the traditional peak season in the consumer electronics industry, with increased shipments of thermal materials and components due to new product launches from major North American clients [1]. - Zhongshi Technology is actively promoting new cooling solutions in emerging sectors such as AI-enabled consumer electronics and digital infrastructure, contributing to rapid revenue growth in high-efficiency cooling modules and core thermal components [1]. - The company has developed a new VC liquid cooling technology, which is being validated for mass supply to major clients in North America [2]. Industry Trends - The shift from air cooling to liquid cooling in data centers is being driven by increasing power demands from chips and cabinets, aligning with market trends [2]. - The global liquid cooling market for data centers is projected to grow from 2.6 billion USD in 2023 to 7.8 billion USD by 2028 [2].