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太平洋给予银轮股份买入评级:液冷+人形机器人核心驱动
Mei Ri Jing Ji Xin Wen· 2025-08-20 06:25
Group 1 - The core viewpoint of the report is that Yinlun Co., Ltd. (002126.SZ) is rated as a "buy" due to its potential for growth in multiple sectors [2] - The first growth curve is driven by data center liquid cooling and energy storage ultra-fast charging liquid cooling, which is expected to create a third growth curve [2] - The second growth curve is led by the humanoid robot business, which is anticipated to break through and establish a fourth growth curve [2] - The company is expanding globally with local production strategies [2]