强瑞技术(301128.SZ)拟取得铝宝科技35%股权 布局AI服务器液冷散热等领域

Core Viewpoint - The company plans to invest 70 million yuan to acquire a 35% stake in Dongguan Aluminum Treasure Metal Technology Co., Ltd, which specializes in the R&D, production, and sales of precision aluminum alloy structural components for the computing power sector [1][2] Group 1: Investment Details - The investment aims to enhance the company's presence in the AI server liquid cooling and related product sectors [2] - The target company generates approximately 40% of its revenue from precision structural components for AI server cooling modules, primarily used in NVIDIA's AI servers [1] Group 2: Market Position and Growth - The target company has established continuous mass production supply to key clients such as NVIDIA and has seen a rapid increase in order volume since 2024 [1]