Core Viewpoint - The article emphasizes the importance of timely and professional information interpretation in investment decision-making, focusing on the investment value of significant events, analysis of industry chain companies, and key points of major policies [1] Group 1: Product Development - The company is advancing in liquid cooling technology, with product layouts covering both internal and external server cabinet components [1] - Certain product categories have begun to ramp up production, indicating a positive growth trajectory [1] Group 2: Client Base - The company has established a strong client base in the thermal management sector, including leading firms such as CATL, BYD, and NIO [1] Group 3: Technological Advancements - The company has successfully completed the development of the first generation of rotating joint modules and actuator modules, showcasing its innovation capabilities in the industry [1]
【大佬持仓跟踪】液冷+机器人，液冷产品布局覆盖服务器机柜内外部，部分品类已进入逐步放量阶段，这家公司布局灵巧手、旋转关节等环节
财联社·2025-12-09 04:32