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 [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] Group 2: Industry Trends - 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 established a strong global production capacity in the automotive sector, particularly in battery box structural components and liquid cooling plates, ensuring high-performance and reliable production [2] - The company is actively exploring new growth avenues in emerging fields such as AI, robotics, low-altitude economy, and smart mobility, supported by a long-term partnership with leading Taiwanese server manufacturers [2]
敏实集团(00425.HK)获中国台湾AI服务器液冷订单