AI液冷服务器
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汉威科技:公司产品暂不涉及AI液冷服务器领域
Mei Ri Jing Ji Xin Wen· 2026-01-11 06:28
Core Viewpoint - The company, Hanwei Technology (300007.SZ), confirmed that its products do not currently involve the field of AI liquid cooling servers [1] Group 1 - An investor inquired about the company's sensors being used for AI liquid cooling servers [1] - The company responded on the investor interaction platform regarding the inquiry [1]
【私募调研记录】成阳资产调研华光新材
Zheng Quan Zhi Xing· 2025-06-24 00:12
Core Insights - Chengyang Asset recently conducted research on Huaguang New Materials, highlighting the company's efforts to enhance its core competitiveness and profitability [1] - The company expects over 50% revenue growth in Q1 2025, driven by the launch of smart manufacturing projects, new product development, and customer expansion [1] - Huaguang New Materials is planning to invest in a brazing materials production base in Thailand to expand its overseas market presence [1] Company Developments - The company has initiated a digital factory project aimed at upgrading production and management through digitalization, thereby improving operational efficiency [1] - AI liquid cooling server business has started mass supply, contributing 2.4% to Q1 revenue, with anticipated growth in demand [1] - The company is increasing R&D investment in welding materials for new energy vehicles and advancing electronic connection materials and welding technologies [1] Product Applications - Silver brazing materials are being applied in the aerospace sector, with ongoing validation for nickel-based materials in drone applications [1] - Sales of intelligent welding equipment have commenced, although revenue from this segment remains limited [1]