【风口研报】公司服务器液冷领域布局全面,不仅在国内稳定合作阿里、字节等大客户,更已进入英伟达的RVL名单
财联社·2025-12-18 11:39
Group 1 - The company has a comprehensive layout in the server liquid cooling field, maintaining stable cooperation with major domestic clients such as Alibaba and ByteDance, and has entered NVIDIA's RVL list, indicating potential for gaining market share in the supply chain [1] - The company has successfully penetrated the supply chain of mainstream equipment manufacturers with advanced semiconductor materials, achieving large-scale introduction in certain key processes, while also having high technical barriers for new products that have achieved small-scale mass production [1]