研报掘金丨开源证券：维持领益智造“买入”评级，AI服务器“散热+电源”打开远期空间

Core Viewpoint - Lingyi iTech plans to acquire 35% equity of Limin Da for 875 million yuan, aiming to gain control over 52.78% of voting rights, which will enhance its position in the AI server market [1] Group 1: Acquisition Details - The company has signed a share transfer agreement with 11 shareholders of Limin Da [1] - The acquisition will be financed through self-raised cash [1] - The company will also obtain 17.78% of voting rights through a voting rights entrustment from Zhang Qiang [1] Group 2: Strategic Implications - The acquisition is expected to strengthen the company's layout in the AI server sector, particularly in "cooling + power supply" [1] - The integration of resources from the company's three business segments: consumer electronics, robotics, and AI servers, is anticipated to unlock long-term growth potential [1] - The research report indicates an upward revision of the company's profit forecast following this strategic move [1]