新莱应材（300260.SZ）12月22日在投资者互动平台表示，公司当前相关业务处于市场拓展的初步阶 段，市场尚存在一定的不确定性，请投资者注意投资风险。 公司现阶段研发的CDU产品正是应用于液 冷服务器的数据中心液冷系统。公司非常重视数据中心液冷赛道的发展机遇，公司将持续关注数据中心 液冷技术发展趋势，积极推动产品创新适配，力争为数据中心领域提供高可靠性解决方案，相关业务进 展将按规定及时履行信息披露义务。 每经AI快讯，有投资者在投资者互动平台提问：能否进一步说明当前浸没式与冷板式液冷技术的商业 化进展、2025年产能爬坡目标及后续客户拓展规划？ （文章来源：每日经济新闻） ...

Core Viewpoint - Minth Group (00425) has seen a significant stock price increase of 7.49% following the announcement of new orders for AI server immersion cooling cabinets from a Taiwanese AI server manufacturer, with products expected to be delivered starting in November 2025 [1] Group 1: Orders and Production - Minth Group's subsidiary, Precision Industries, has received orders for the design, development, and production of AI server immersion cooling cabinets, having passed technical validation from the client [1] - The first batch of products is expected to be delivered by mid-November 2025, with another order from a different Taiwanese AI server cooling system manufacturer also confirmed, with initial deliveries anticipated by the end of December 2025 [1] Group 2: Strategic Partnerships and Capacity - To meet the demand for these orders and potential future orders, Minth Group has established a joint venture with Fuman Technology to expand its AI server cooling system business [1] - A production facility has been built in Jiaxing, which currently has small-scale production capabilities and is expected to reach mass production levels by the end of December 2025 [1]

Core Viewpoint - 嘉利国际's stock surged over 30% following the announcement of its inclusion in NVIDIA's list of qualified suppliers for server chassis and cabinet components, indicating strong market confidence in the company's future prospects in the AI and data center sectors [1] Group 1: Company Developments - 嘉利国际's share price increased by 26.88%, reaching HKD 2.36, with a trading volume of HKD 80.78 million [1] - The company has been recognized as a reputable global supplier in the server market, enhancing its credibility and market position [1] - 嘉利国际 is actively working on delivering more prototype products to NVIDIA in the coming months to support its AI server platform and data center deployments [1] Group 2: Strategic Partnerships - 嘉利国际's assistant chairman,何伟汗, indicated that the company is in active discussions with NVIDIA and has provided the H300MGX sample for certification, aiming for inclusion in NVIDIA's certified procurement list [1] - Successful entry into NVIDIA's supplier list could lead to more potential clients from AI and big data center companies, expanding 嘉利国际's customer base significantly [1]

Core Viewpoint - 嘉利国际's stock price has nearly doubled within the month, reflecting strong market interest and positive forecasts for the AI server market [1] Company Summary - 嘉利国际's stock price increased by 11.63% to HKD 1.92, with a trading volume of HKD 23.709 million [1] - The company reported an annual revenue of HKD 3.231 billion for the year ending March, representing a year-on-year growth of 11% [1] - Net profit for the same period was HKD 204 million, showing a year-on-year increase of 21% [1] - The growth in revenue and profit is attributed to the rapid expansion of generative AI applications, which has significantly boosted global demand for high-performance servers [1] Industry Summary - Goldman Sachs recently updated its forecast for the AI data center equipment market, citing data from 650Group [1] - The global AI server market is projected to reach approximately USD 581 billion by 2029, up from a previous estimate of USD 386 billion [1] - This adjustment indicates an average annual increase of about 40% in forecasts from 2025 to 2029 [1] - 嘉利国际 is actively engaging with NVIDIA to secure certification for its H300MGX model, aiming to be included in NVIDIA's supplier list, which could lead to more potential clients in the AI and big data center sectors [1]