9月29日，英维克涨5.14%，截至发稿，报83.90元/股，成交36.48亿元，换手率5.31%，总市值813.26亿 元。 截至发稿，张大铮累计任职时间5年269天，现任基金资产总规模220.58亿元，任职期间最佳基金回报 84.48%， 任职期间最差基金回报3.82%。 刘宇斌累计任职时间1年158天，现任基金资产总规模7683.1万元，任职期间最佳基金回报34.41%， 任 职期间最差基金回报25.44%。 霍达累计任职时间2年235天，现任基金资产总规模9100.27万元，任职期间最佳基金回报39.33%， 任职 期间最差基金回报-5.66%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，深圳市英维克科技股份有限公司位于广东省深圳市龙华区观澜街道观光路1303号鸿信工业园 9号厂房1-3楼，成立日期2005年8月15日，上市日期2016年12月29日，公司主营业务涉及精密温控节能 设备的研发、生产、销售;轨道交通列车空调、架修及 ...

9月25日，英维克涨5.05%，截至发稿，报83.00元/股，成交30.51亿元，换手率4.42%，总市值804.54亿 元。 资料显示，深圳市英维克科技股份有限公司位于广东省深圳市龙华区观澜街道观光路1303号鸿信工业园 9号厂房1-3楼，成立日期2005年8月15日，上市日期2016年12月29日，公司主营业务涉及精密温控节能 设备的研发、生产、销售;轨道交通列车空调、架修及维护服务、传统客车空调等。主营业务收入构成 为：机房温控节能产品52.50%，机柜温控节能产品36.00%，其他9.82%，轨道交通列车空调及服务 0.93%，客车空调0.75%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓英维克。长城行业轮动混合A（002296）二季度持有股数68.85万 股，占基金净值比例为2.53%，位居第九大重仓股。根据测算，今日浮盈赚取约274.72万元。 长城行业轮动混合A（002296）基金经理为杨宇。 截至发稿，杨宇累计任职时间4年59天，现任基金资产总规模8.09亿元，任职期间最佳基金回 报-22.33%， 任职期间最差基金回报-34.33%。 风险提示：市场有风险，投资需谨慎。本文为 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [6] Core Views - The company has shown significant recovery in profit growth in Q2, with a revenue of 1.64 billion yuan, representing a year-on-year increase of 69.67%, and a net profit of 168 million yuan, up 37.98% year-on-year [2] - The company is positioned well in the AI era, with strong growth potential in liquid cooling solutions, driven by increasing demand for data centers and high-power cooling needs [4] - The company has established strong domestic partnerships with major clients like Tencent and Alibaba, and is gradually making inroads into overseas markets, including a recent collaboration with Intel [5] Financial Performance - In the first half of 2025, the company achieved a revenue of 2.573 billion yuan, a 50.25% increase year-on-year, and a net profit of 216 million yuan, up 17.54% year-on-year [1] - The company's gross margin for the first half of 2025 was 26.15%, a decrease of 4.84 percentage points year-on-year, attributed to intense domestic competition and changes in product structure [3] - The company expects improvements in profitability as overseas and liquid cooling products continue to gain traction [3] Business Segmentation - Revenue from data center cooling products reached 1.351 billion yuan, up 57.91% year-on-year, driven by robust demand in data center construction [2] - Revenue from cabinet cooling products was 926 million yuan, a 32.02% increase, largely benefiting from the growth in energy storage applications [2] - The company reported a decline in revenue from bus air conditioning and rail transit air conditioning services, with revenues of 19.36 million yuan and 23.90 million yuan, down 29.81% and 50.09% year-on-year, respectively [2] Future Outlook - The company is expected to benefit from the AI wave and the increasing penetration of liquid cooling solutions, with adjusted net profit forecasts of 610 million yuan and 1.04 billion yuan for 2025 and 2026, respectively [6] - The company has a comprehensive liquid cooling solution that has gained customer trust, with cumulative deliveries reaching 1.2 GW by March 2025 [4]