【风口研报】AI服务器+人形机器人+消费电子散热模组平台型公司，深度受益数据中心液冷量价齐升及机器人产业趋势，部分产品已经交付

Group 1 - The article highlights the significant benefits for companies involved in AI servers, humanoid robots, and consumer electronics cooling modules due to the simultaneous increase in liquid cooling prices and volumes in data centers, with some products already being delivered [1] - It discusses the transformation of a traditional automotive bearing company into a technology manufacturing platform driven by FPC, low-altitude economy, and humanoid robots, with the eVLOT project being targeted and robot bearing gears gradually entering mass production and delivery [1]