捷邦科技（301326.SZ）12月23日在投资者互动平台表示，在液冷散热模组类业务方面，公司目前已获 得某北美大客户的临时供应商代码，取得液冷散热模组产品的送样资格，并持续开展相关产品的导入工 作。由于公司与客户签署了保密协议，具体的客户名称、项目细节暂不方便透露。具体业务情况请关注 公司后续在巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司液冷服务器的产品有哪些客户呢？ ...

格隆汇12月23日丨捷邦科技(301326.SZ)在投资者互动平台表示，在液冷散热模组类业务方面，公司目 前已获得某北美大客户的临时供应商代码，取得液冷散热模组产品的送样资格，并持续开展相关产品的 导入工作。由于公司与客户签署了保密协议，具体的客户名称、项目细节暂不方便透露。 ...

格隆汇12月23日丨捷邦科技(301326.SZ)在投资者互动平台表示，在液冷散热模组类业务方面，公司目 前已获得某北美大客户的临时供应商代码，取得液冷散热模组产品的送样资格，并持续开展相关产品的 导入工作。由于公司与客户签署了保密协议，具体的客户名称、项目细节暂不方便透露。 ...

Core Viewpoint - The acquisition of a 51% stake in Zhongshi Xunleng by Zhongshi Technology for 35.7 million yuan enhances the company's position in the liquid cooling solutions sector, allowing for a more comprehensive industry layout and improved liquid cooling business ecosystem [1] Company Summary - Zhongshi Technology's wholly-owned subsidiary, Yixing Zhongshi, is set to acquire a 51% stake in Zhongshi Xunleng for 35.7 million yuan [1] - Following the acquisition, Zhongshi Xunleng will become a controlling subsidiary of Zhongshi Technology [1] - Zhongshi Xunleng specializes in liquid cooling solutions, covering research and development, manufacturing, testing, sales, and technical services [1] Industry Summary - The acquisition aims to deepen the company's industry layout in the cooling module sector [1] - The product offerings of Zhongshi Xunleng include water cooling radiators, friction welding water cooling plates, copper tube water cooling plates, temperature equalization plates, and CPU/GPU coolers [1] - This strategic move is expected to enhance the liquid cooling business ecosystem of the company [1]

Core Viewpoint - The company plans to acquire 51% of the shares of Zhongshi Xun Cold Heat Technology (Dongguan) Co., Ltd. for 35.7 million yuan, enhancing its position in the cooling module sector and optimizing its liquid cooling business ecosystem [1] Group 1: Acquisition Details - The acquisition will be funded using the company's own funds amounting to 35.7 million yuan [1] - After the acquisition, Yixing Zhongshi will hold 51% of Zhongshi Xun Cold, making it a controlled subsidiary and included in the company's consolidated financial statements [1] Group 2: Strategic Implications - This acquisition will deepen the company's industry layout in the cooling module field [1] - It aims to extend the liquid cooling expertise of Zhongshi Xun Cold to the company's existing major customer channels, facilitating effective resource synergy and optimization [1]

Core Insights - Jiebang Technology has obtained a temporary supplier code from a major North American client, allowing the company to qualify for sample submissions of liquid cooling module products and continue the related product introduction work [2] Industry Summary - The demand for liquid cooling products is increasing due to the rising need for AI servers and the transition of liquid cooling technology becoming the mainstream thermal management solution, presenting development opportunities for domestic manufacturers [2] - However, domestic liquid cooling manufacturers will face significant challenges as established suppliers, particularly from Taiwan, have strong capabilities and substantial investments in liquid cooling solutions [2]

Group 1 - The core point of the article is that Jiebang Technology is currently working on product introduction for its liquid cooling module business, which has not yet generated revenue [2] Group 2 - The company is engaging with clients regarding the liquid cooling module business [2] - As of now, this segment of the business has not contributed to the company's income [2]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the increasing demand for efficient thermal management solutions driven by the rise in power density of electronic devices across various sectors, including consumer electronics, industrial automation, new energy vehicles, and data centers [9][10] - The research aims to analyze the global and regional market size, growth trends, and technological applications of thermal modules, providing a reference for companies and research institutions in the industry [11][12] - The report emphasizes the importance of thermal modules in enhancing device performance, stability, and lifespan, particularly in the context of emerging technologies such as 5G, AI, and IoT [9][10] Summary by Sections Chapter 1: Research Overview - The background of the research indicates that modern technology's rapid development has led to a growing reliance on efficient thermal management solutions [9] - The purpose of the research is to provide reliable references for thermal module enterprises and research institutions by analyzing market trends and technological applications [11] - The methodology includes data collection from various sources to ensure the reliability and authority of the report [13] Chapter 2: Industry Policies - The management system of the thermal module industry in China is primarily composed of national and local government departments, with the Ministry of Industry and Information Technology (MIIT) being the main regulatory body [20] - Various industry policies and strategic plans have been introduced to support the development of thermal management technologies, particularly in high-performance applications [22][23] Chapter 3: Upstream and Downstream Industry Chain Analysis - The thermal management industry chain encompasses several stages, including heat source management, thermal conduction, and thermal exchange [34] - The upstream industry involves raw material supply, production equipment, and technology research and development, with key materials including aluminum and copper [42] - The downstream applications of thermal modules span across consumer electronics, data centers, new energy vehicles, and industrial equipment [53] Chapter 4: Global Thermal Management Status and Market Capacity - The report outlines the evolution of thermal management technologies from simple air cooling to advanced liquid cooling and phase change materials [55] - The current market trends indicate a significant shift towards more efficient thermal management solutions to meet the demands of high-power and high-density electronic devices [56][57]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the increasing demand for efficient thermal management solutions due to the rising power density of electronic devices across various sectors, including consumer electronics, industrial automation, new energy vehicles, and data centers [9][10] - The research aims to analyze the global and regional market size, growth trends, and technology applications in the thermal module sector, providing a reference for companies and research institutions [11][12] - The report emphasizes the importance of thermal modules in enhancing device performance, stability, and lifespan, driven by technological advancements and environmental policies [9][10] Industry Policy - The thermal module industry in China is primarily managed by the Ministry of Industry and Information Technology (MIIT), which formulates policies and technical standards to promote industry upgrades [20] - Various national policies support the development of high-performance thermal materials and technologies, particularly in data centers, high-end electronic devices, and new energy vehicles [22][23] Industry Chain Analysis - The thermal management industry encompasses several processes, including heat source management, heat conduction, heat exchange, and temperature control [34][35] - Thermal modules play a crucial role in the industry chain, connecting heat source management with the implementation of thermal management systems [39] Market Size and Trends - The report indicates a growing market for thermal management solutions, driven by the increasing complexity and power requirements of modern electronic devices [55] - The evolution of thermal management technologies has progressed from simple air cooling to more advanced methods such as liquid cooling, heat pipe cooling, and phase change materials [56][57] Upstream and Downstream Analysis - The upstream industry includes raw material supply, production equipment, and technology research and development, with key materials being aluminum and copper for thermal modules [42][46] - The downstream applications of thermal modules span various sectors, including consumer electronics, data centers, new energy vehicles, and industrial equipment, highlighting the widespread reliance on effective thermal management solutions [53][54]