Core Viewpoint - The company has secured orders for AI server immersion liquid cooling cabinets from Taiwanese manufacturers, with deliveries expected to begin in November 2025, indicating a strong demand for AI solutions in the market [1][2] Group 1: Company Developments - The company's subsidiary, Precision Industries, has completed technical validation for immersion liquid cooling cabinets and is set to design, develop, and produce these products according to customer specifications [1] - A joint venture has been established with Forman Technology to expand the AI server liquid cooling system business, with a production facility in Jiaxing already capable of small-batch production and expected to reach mass production by December 2025 [1][2] Group 2: Market Trends and Opportunities - 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 has a strong foothold in the automotive sector with advanced development and production technologies for battery box structural components and liquid cooling plates, ensuring high-performance and reliable production capabilities [2] - The partnership with Forman Technology, which has over 20 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(00425)：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