Core Viewpoint - Strong Rui Technology plans to invest 70 million yuan in Dongguan Aluminum Treasure Metal Technology Co., Ltd, acquiring a total of 35% equity, which reflects the company's strategic focus on the AI server and cooling module market [1] Group 1: Investment Details - The investment consists of 40 million yuan for capital increase to acquire 20% equity and 30 million yuan for purchasing an additional 15% equity from existing shareholders [1] - Aluminum Treasure Technology specializes in the R&D, production, and sales of precision aluminum alloy structural components for cooling modules used in AI servers, GPUs, and electric vehicles [1] Group 2: Market Position and Clientele - Major clients of Aluminum Treasure Technology include AVC, Aimedata, Zehong Electronics, Delta Electronics, and Xunqiang Electronics, which are involved in electronic product manufacturing and cooling solutions [1] - As of 2025, approximately 40% of Aluminum Treasure's revenue comes from AI server-specific cooling modules, primarily used in NVIDIA's AI server liquid cooling systems [1] Group 3: Company Performance - In the first three quarters of 2025, Strong Rui Technology reported a total revenue of 1.372 billion yuan, a year-on-year increase of 74.72%, and a net profit of 116 million yuan, up 46.06% [2] - The third quarter alone saw revenues of 532 million yuan, marking a 74.86% increase year-on-year, with net profit reaching 61.017 million yuan, a 91.54% increase [2] Group 4: Strategic Direction - Strong Rui Technology is shifting focus from traditional tooling products to robotics, indicating a strategic pivot towards core components and testing equipment for robotics [3] - The company is actively engaging with potential clients for robotics-related products, although current order volumes are small and uncertain [3]
强瑞技术拟7000万元投资并取得液冷散热公司铝宝科技35%股权 后者间接供货英伟达AI服务器