领益智造并表立敏达 精准卡位AI服务器液冷赛道

Group 1 - The core point of the news is that Guangdong Lingyi Zhizao Co., Ltd. has successfully completed the acquisition of Dongguan Liminda Electronic Technology Co., Ltd., making Liminda a subsidiary and enhancing their collaboration in the AI server liquid cooling sector [1][2] - Liminda has strong core technology and industry experience in enterprise-level server thermal management, with main products including liquid cooling quick-disconnect connectors, manifolds, and phase change liquid cooling modules [1] - Liminda is a certified supplier for NVIDIA and has become a core supplier of liquid cooling components for NVIDIA's GB200/300 series products, serving major clients in North America and leading ODM/OEM companies in China [1] Group 2 - The acquisition is a strategic move for Lingyi Zhizao to seize opportunities in the AI computing industry and enhance its AI hardware supply chain [2] - Liminda is currently in a phase of rapid capacity expansion and is expected to improve its product range, market share, and position in the industry [2] - The collaboration aims to leverage Lingyi Zhizao's resources to optimize Liminda's production processes, expand capacity, and enhance customer reach, promoting the application of liquid cooling products in AI servers and data centers [2]