LY iTECH(SZ:002600) 21世纪经济报道·2025-08-26 12:54Core Viewpoint - The recruitment information regarding a senior engineer position for NVIDIA liquid cooling systems has sparked market interest, suggesting that Lingyi Zhi Zao may be becoming an important supplier for NVIDIA's liquid cooling cabinets [3][5]. Group 1: Company Overview - Lingyi Zhi Zao, established in 2006 and listed on the A-share market in 2018, is a core supplier of AI terminal hardware, providing precision functional parts, structural components, and modular solutions [5]. - The company aims to focus on its main business while extending upstream, with plans to enhance its capabilities in robotics and server cooling, as well as expand its overseas market presence to improve profitability [5]. Group 2: Financial Performance - For the year 2024, Lingyi Zhi Zao reported a revenue of 44.211 billion yuan, representing a year-on-year growth of 29.56%, but the net profit attributable to shareholders decreased by 14.5% to 1.753 billion yuan [5]. - In the first quarter of 2025, the company experienced a recovery, with revenue of 11.494 billion yuan, a year-on-year increase of 17.11%, and a net profit of 565 million yuan, up 23.52% year-on-year [5]. Group 3: Market Reaction - Following the recruitment announcement, Lingyi Zhi Zao's stock price rose sharply, closing at 14.92 yuan per share after hitting the daily limit [1].