Core Viewpoint - Minth Group (00425) has seen a significant stock price increase of 7.49% following the announcement of new orders for AI server immersion cooling cabinets from a Taiwanese AI server manufacturer, with products expected to be delivered starting in November 2025 [1] Group 1: Orders and Production - Minth Group's subsidiary, Precision Industries, has received orders for the design, development, and production of AI server immersion cooling cabinets, having passed technical validation from the client [1] - The first batch of products is expected to be delivered by mid-November 2025, with another order from a different Taiwanese AI server cooling system manufacturer also confirmed, with initial deliveries anticipated by the end of December 2025 [1] Group 2: Strategic Partnerships and Capacity - To meet the demand for these orders and potential future orders, Minth Group has established a joint venture with Fuman Technology to expand its AI server cooling system business [1] - A production facility has been built in Jiaxing, which currently has small-scale production capabilities and is expected to reach mass production levels by the end of December 2025 [1]
港股异动 | 敏实集团(00425)高开逾7% 附属公司获得AI服务器液冷产品订单