蓝思科技:今年将推进航天级轻量化机柜及TGV玻璃基板等前沿项目 服务器液冷机柜业务将实现从“技术卡位”到“爆发式放量”的增长
LensLens(SZ:300433) Jin Rong Jie·2026-02-26 01:01

Core Viewpoint - The year 2026 is identified as a pivotal year for the company, marking the transition of its commercial aerospace business from "technological layout" to "scale production and profit realization" [1] Group 1: Business Development - The company is advancing in several cutting-edge projects, including aerospace-grade lightweight cabinets and TGV glass substrates [1] - The integration of computing power infrastructure is deepening, allowing the company's precision manufacturing experience to be successfully applied in the AI server sector [1] Group 2: Market Growth - The server liquid cooling cabinet business is expected to experience explosive growth in 2026, transitioning from "technological positioning" to "explosive volume growth" [1] - The company aims to achieve comprehensive coverage of leading global technology clients in this sector [1]

Lens-蓝思科技:今年将推进航天级轻量化机柜及TGV玻璃基板等前沿项目 服务器液冷机柜业务将实现从“技术卡位”到“爆发式放量”的增长 - Reportify