Core Viewpoint - Strong瑞技术 is increasing its investment in the AI server liquid cooling sector by acquiring a 35% stake in Dongguan Aluminum Technology Co., Ltd. for 70 million yuan, aiming to enhance its supply chain and profitability in the cooling solutions market [1][3][4]. Group 1: Investment Details - The investment consists of 40 million yuan for capital increase to acquire 20% equity and 30 million yuan for purchasing 15% equity from the original shareholder [3]. - After the transaction, Strong瑞技术 will become the second-largest shareholder in Aluminum Technology, which specializes in aluminum die-casting technology and electronic cooling solutions [3][4]. Group 2: Financial Performance - Aluminum Technology achieved a revenue of 335 million yuan in 2024, with a net profit of 5.04 million yuan, and reported revenues exceeding 337 million yuan in the first eight months of 2025 [3]. - Strong瑞技术's revenue for 2024 was 1.127 billion yuan, with a net profit of 98 million yuan, marking year-on-year increases of 67.09% and 74.99% respectively [5]. - In the first three quarters of 2025, Strong瑞技术 reported total revenue of 1.372 billion yuan, a year-on-year growth of 74.72%, and a net profit of 116 million yuan, up 46.06% [5][6]. Group 3: Market Position and Strategy - The company aims to integrate customer resources and enhance operational efficiency through this acquisition, while also reducing financing costs for Aluminum Technology [4]. - Strong瑞技术's revenue from cooling solutions has significantly increased, surpassing 15% of total revenue by the first half of 2025, reflecting a strategic shift in product focus [2][7]. - The company has also entered the robotics sector, although current orders are minimal and not expected to significantly impact overall business [7].
强瑞技术拟7000万入股铝宝科技 加码AI散热标的间接配套英伟达