【风口研报】切入服务器液冷+半导体精密结构件+控股股东增持,这家公司客户覆盖华为、特斯拉等并持续拓展高端场景,业绩释放有望超预期
财联社·2025-12-09 10:21
Group 1 - The article highlights the company's focus on server liquid cooling, semiconductor precision components, and the increase in shareholding by major stakeholders, indicating a strong client base that includes Huawei and Tesla, with expectations for performance to exceed forecasts [1] - The portable energy storage industry is entering a second growth phase, with the company's LFP battery new products set to launch, leading to a doubling of sales in the European market and a visible operational turning point following inventory destocking [1]