小巨人企业获华为批量订单，凌云胶管发力液冷赛道

Core Insights - Lingyun Rubber Hose Company, recognized as a national-level "little giant" enterprise, has successfully gained the favor of a leading domestic digital energy high-tech company, achieving bulk supply of liquid cooling pipeline products and establishing stable cooperation with several global cooling industry leaders [2] Group 1: Core Material R&D - The core competitiveness of Lingyun's liquid cooling technology stems from its independent control over the core component, the rubber material, which operates in extreme environments of alternating heat and cold, directly affecting product lifespan and operational safety [3] - Lingyun has achieved 100% self-research of core rubber materials, with testing showing stable performance in extreme conditions from -40°C to 80°C, significantly improving anti-aging performance and extending overall product lifespan by 50%, addressing traditional industry pain points of leakage and short lifespan [5] Group 2: Full Chain Layout - The company has established a complete production chain from "material R&D to hose manufacturing to pipeline integration," enhancing its market competitiveness [6] - By integrating with its group company for quick-connect fittings, Lingyun can respond rapidly to personalized demands from clients like Huawei, providing customized liquid cooling pipeline solutions and breaking the dependency on external suppliers for core components [6][8] Group 3: Market Positioning - Leveraging its technological and supply chain advantages, Lingyun has successfully positioned itself within the core circle of the global liquid cooling supply chain, supplying major liquid cooling manufacturers and being adopted by domestic listed companies for autonomous liquid cooling solutions [8] - This series of collaborations not only highlights the international competitiveness of its products but also plays a significant role in breaking technological barriers and building an autonomous supply chain system for China's liquid cooling industry [8] Group 4: Future Outlook - Lingyun aims to continue increasing its R&D investment in liquid cooling materials and system integration, enhancing production capacity and service capabilities to support leading companies like Huawei in achieving technological breakthroughs in the digital energy sector [9][10]