飞龙股份:公司在服务器液冷领域已与HP项目、台达等40多家行业领先企业建立紧密合作关系

Core Viewpoint - The company, Feilong Co., Ltd. (002536.SZ), has established strong partnerships with over 40 leading enterprises in the server liquid cooling sector, driven by the demand for AI computing power and low thermal consumption [1] Group 1: Partnerships and Collaborations - The company has formed close collaborations with notable clients such as HP, Delta, Jin Yun, Weidi, Shenling Environment, Yihau Electronics, Haiwu, Shenzhen Xingqihong, Invec, and Wanbang Digital [1] - Some clients in the server liquid cooling field are well-known companies from Taiwan [1] Group 2: Market Demand and Trends - The surge in AI computing power and the requirement for low thermal consumption have led major cloud service providers, including Nvidia, Google, Microsoft, Meta, Dell, and Amazon, to build AI data centers that support liquid cooling on a large scale [1] - This trend is expected to generate a new wave of demand in the liquid cooling pump market [1] Group 3: Product Competitiveness - The company's liquid cooling pump products are characterized by low energy consumption, long lifespan, lightweight, and strong operability, which enhances their market competitiveness [1]