Core Insights - The demand for advanced cooling technologies has shifted from being a mere equipment support item to a core performance element due to the increasing power density of data center servers and the dual upgrade of electric vehicle range and fast charging needs [1] Group 1: Liquid Cooling Technology - The competitive edge of the company in the liquid cooling market stems from its relentless pursuit of core technologies, forming a comprehensive technical matrix that includes material innovation, structural design, and system integration [2] - A new refrigerant direct cooling technology, developed in collaboration with South China University of Technology, significantly enhances heat transfer coefficients compared to traditional liquid cooling solutions while simplifying system structures and reducing component counts, achieving a balance between cost control and cooling efficiency [2] - The company has secured multiple key patent authorizations since 2025, including a liquid cooling plate with phase change material that effectively eliminates local hotspots and extends the lifespan of chips and batteries [2] Group 2: AI Computing and Server Solutions - The company has developed a micro-channel liquid cooling module for servers, featuring a channel width of 0.15mm and a 250% increase in heat exchange area, designed to meet the specific needs of AI computing scenarios [3] - The product includes a physical anti-blocking design and supports parallel installation, ensuring efficient cooling for multi-GPU clusters with a low contact thermal resistance of less than 0.03℃·cm/W [3] Group 3: Market Applications and Partnerships - The company has established a diversified application ecosystem across computing power, new energy, and low-altitude economy, supplying core components for liquid cooling servers to leading firms such as Super Fusion and ZTE Kangxun [4] - In the new energy sector, the company provides liquid cooling plates and assembly components for major manufacturers like Guoxuan High-Tech and Yiwei Lithium Energy, and has secured orders from leading flying car manufacturers [4] - The company won a bid for a wind and liquid cooling supercharging station project for a major digital energy client in October 2024, indicating strong market recognition of its technology [4]

Core Viewpoint - The company has developed a micro-channel liquid cooling module for servers, featuring a channel width of 0.15mm and an increased heat exchange area by 250% [1] Group 1: Product Features - The module includes a physical anti-blocking design, enabling adaptive pressure maintenance to ensure close contact with the chip surface, with a thermal resistance of less than 0.03℃·cm²/W [1] - The product supports parallel installation, effectively meeting the high-efficiency cooling needs of multi-GPU clusters [1] Group 2: Technology and Customization - There are various technical routes for liquid cooling products, with MLCP technology being one of them [1] - The company can provide customized efficient cooling solutions based on specific application scenarios and cooling requirements of clients [1] Group 3: Confidentiality - Due to confidentiality requirements, the company is unable to disclose specific client and business details [1]