Core Insights - The company has received orders for AI server immersion liquid cooling cabinets from a Taiwanese AI server manufacturer, with deliveries expected to start in mid-November 2025 [1] - The company has also passed technical validation for a splitter from another Taiwanese AI server liquid cooling system manufacturer, with the first batch of products expected to be delivered by the end of December 2025 [1] - The end customer for these products is a global semiconductor enterprise, indicating significant market demand [1] Company Developments - The company has established a joint venture with Fuman Technology to expand its AI server liquid cooling system business and has begun construction of a production facility in Jiaxing, which is expected to reach mass production levels by the end of December 2025 [1][2] - The production facility currently has small batch production capabilities [1] - The company has a strong global production capacity in the automotive sector, particularly in battery box structural components and liquid cooling plates, which supports its high-performance product offerings [2] Market Outlook - The global AI server liquid cooling system market is anticipated to experience rapid growth due to increasing demand for AI solutions across various industries [2] - The company is actively expanding into new sectors and products, focusing on emerging fields such as AI, robotics, low-altitude economy, and smart mobility [2] - The partnership with Fuman Technology, which has over twenty years of experience in liquid cooling system products, is expected to enhance the company's technological capabilities and production efficiency [2]
敏实集团：精确实业已通过台湾AI服务器厂商针对浸没式液冷柜的技术验证