Group 1 - The core viewpoint of the report is that Yingweike (002837.SZ) is rated as a buy due to strong performance driven by dual growth in data center temperature control and cabinet temperature control in the first half of 2025 [2] - The business structure and competitive factors are expected to put short-term pressure on the gross margin [2] - The liquid cooling segment is anticipated to become another important area for AI export, alongside optical modules, with platform companies likely to benefit significantly [2]