研报掘金丨国盛证券：维持领益智造“买入”评级，收购立敏达，卡位AI算力黄金赛道

Group 1 - The core viewpoint of the article is that Lingyi Zhizao's acquisition of Limin Da positions the company in the AI computing power sector, creating a new growth engine [1] - The acquisition will result in Limin Da being included in the company's consolidated financial statements [1] - Limin Da specializes in thermal management for enterprise-level servers and has developed into a comprehensive hardware solution provider focused on thermal management products [1] Group 2 - The company continues to focus on AI terminal hardware products, with new growth in battery, thermal management, and fast charging businesses during the innovation cycle [1] - New business areas such as humanoid robots, AI glasses, foldable machines, and servers are well-positioned to drive a new round of growth in the medium term [1] - The company maintains a "buy" rating following the acquisition [1]