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]

嘉利国际(01050)再涨近14%，月内股价实现翻倍。截至发稿，涨11.63%，报1.92港元，成交额2370.9万 港元。 消息面上，高盛近日发布研报，其援引行业研究机构650Group的最新数据，对AI数据中心设备的市场 前景进行了重大更新。根据650Group的最新预测，到2029年，全球AI服务器市场规模预计将达到约 5810亿美元，而此前的预测仅为3860亿美元。这意味着2025至2029年的年度预测平均上调了约40%。 据悉，嘉利国际主席助理何伟汗今年7月曾表示，集团正积极与英伟达接洽，已提供H300MGX样板予 英伟达以争取认证，目标纳入其认证采购名单。何伟汗相信，若成功进入英伟达的供应商清单，将有更 多人工智能或大数据中心公司，成为公司的潜在客户。公司此前发布截至今年3月底的年度业绩，全年 收入32.31亿港元，同比增长11%；净利润2.04亿港元，同比增长21%。年度增长主要受惠于生成式人工 智能应用的迅速扩展，推动全球对高效能服务器需求显着上升。 ...