格隆汇12月29日丨捷邦科技(301326.SZ)在互动平台表示，公司拥有谷歌的供应商代码。在液冷散热模 组类业务方面，公司目前已获得某北美大客户的临时供应商代码，取得液冷散热模组产品的送样资格， 并持续开展相关产品的导入工作。 ...

格隆汇12月29日丨捷邦科技(301326.SZ)在互动平台表示，公司拥有谷歌的供应商代码。在液冷散热模 组类业务方面，公司目前已获得某北美大客户的临时供应商代码，取得液冷散热模组产品的送样资格， 并持续开展相关产品的导入工作。 ...

Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable stock performances include Chaojie Co., Ltd. (301005) with a 41.6% increase, Guanglian Aviation (300900) up 32.44%, and Demingli (001309) rising 24.97% [1] - Popular research targets included Lingyi Technology (002600), which received over 100 institutional inquiries, while companies like Pulite (002324) and Guangdian Measurement (002967) were also highlighted with over 50 inquiries each [1] Group 2: Lingyi Technology Acquisition - Lingyi Technology announced a significant acquisition of a thermal management company, acquiring 35% of Dongguan Liminda Electronic Technology Co., Ltd. for 875 million yuan, resulting in a control of 52.78% voting rights [2] - The acquisition raised eyebrows due to a high valuation premium, with Liminda's audited equity valued at 71.27 million yuan, while the assessed value reached 2.51 billion yuan, indicating a premium rate exceeding 34 times [2] - Liminda's products include critical thermal management hardware for servers, and it is recognized as a liquid cooling supplier for NVIDIA [2] Group 3: Lingyi Technology's Strategic Goals - Institutions are particularly interested in whether Liminda's clients include major overseas companies like NVIDIA, Meta, and Google, as well as the strategic purpose behind the acquisition [3] - The acquisition aims to enhance Lingyi Technology's product matrix in the server segment and improve the business scale and profitability of its AI hardware server division [3] - Lingyi Technology has developed advanced thermal management products for enterprise-level servers, including GPU and CPU cooling solutions [3] Group 4: Pulite's Breakthroughs - Pulite received attention from 76 institutions, highlighting breakthroughs in modified materials, LCP (liquid crystal polymer), sodium-ion batteries, and humanoid robots [4] - The company's modified materials are applicable in humanoid robot components, and it is currently collaborating with leading clients in the humanoid robot industry [4] - Pulite's LCP fibers have entered the supply chain of a major domestic low-orbit satellite client, with significant growth expected in orders due to increasing demand for flexible solar wings [4] Group 5: Guangting Information's Strategic Positioning - Guangting Information engaged with 66 institutions, positioning itself as a "Digital Architect" in the automotive software industry, aiming to create an AI worker ecosystem [5] - The company is implementing a Super Software Workshop (SDW) model for human-machine collaborative development, which is expected to significantly enhance productivity [5] - Guangting Information's international strategy focuses on steady domestic growth while exporting intelligent automotive technology and providing services to foreign manufacturers [5]

领益智造（002600）最新股价为15.52元，较前一交易日收盘价下跌0.43元，跌幅为2.70%，总市值 1133.90亿元。从行业市盈率来看，领益智造所处的消费电子行业滚动市盈率平均48.15倍，行业中值 50.30倍，领益智造49.63倍排名第38位。 2025年12月23日，领益智造披露接待调研公告，公司于12月22日接待睿远基金管理有限公司、光大证 券、华泰证券、恒大人寿保险有限公司、申银万国证券股份有限公司、太平洋资产管理有限责任公司等 107家机构调研。 参与此次调研的睿远基金是一家以价值投资、研究驱动和长期投资风格为主的长期价值投资机构，聚焦 于权益投资和固定收益投资领域。截至目前，管理基金数量5只，其中睿远成长价值混合A最新单位净 值为1.9808，近一年增长65.73%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 调研情况显示，领益智造收购立敏达主要是为了获得服务器热管理领域的核心技术和客户资源。立敏达 在企业级服务器热管理领域具备深厚的核心技术积累，主营业务包括服务器液冷快拆连 ...

捷邦科技（301326.SZ）12月23日在投资者互动平台表示，在液冷散热模组类业务方面，公司目前已获 得某北美大客户的临时供应商代码，取得液冷散热模组产品的送样资格，并持续开展相关产品的导入工 作。由于公司与客户签署了保密协议，具体的客户名称、项目细节暂不方便透露。具体业务情况请关注 公司后续在巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司液冷服务器的产品有哪些客户呢？ ...

格隆汇12月23日丨捷邦科技(301326.SZ)在投资者互动平台表示，在液冷散热模组类业务方面，公司目 前已获得某北美大客户的临时供应商代码，取得液冷散热模组产品的送样资格，并持续开展相关产品的 导入工作。由于公司与客户签署了保密协议，具体的客户名称、项目细节暂不方便透露。 ...

格隆汇12月23日丨捷邦科技(301326.SZ)在投资者互动平台表示，在液冷散热模组类业务方面，公司目 前已获得某北美大客户的临时供应商代码，取得液冷散热模组产品的送样资格，并持续开展相关产品的 导入工作。由于公司与客户签署了保密协议，具体的客户名称、项目细节暂不方便透露。 ...

每经AI快讯，12月15日，领益智造（002600）在互动平台表示，公司的产品矩阵覆盖液冷、风冷等全 系列散热产品矩阵，已全面具备CDU、液冷模组、液冷板、空冷散热模组、热管、均热板、石墨片等 产品及系统性散热解决方案的研发、生产能力。目前公司已为AMD等国际客户批量出货散热模组等产 品。 ...

领益智造：已为AMD等国际客户批量出货液冷散热模组。 ...

Group 1 - The article discusses the logic and marginal changes of AI computing hardware going overseas, highlighting that the market is currently performing well, particularly in AI computing-related sectors [1] - The power export market has shifted from SST to gas turbines and HRSG recently, indicating a change in focus within the industry [3][4] - The article emphasizes the strong performance of core targets in the gas turbine market, suggesting a positive outlook for these companies [4] Group 2 - The article notes that only three companies—Siemens Energy, GE, and Mitsubishi Heavy Industries—are currently capable of producing gas turbines, with a significant demand for these products due to electricity shortages in the U.S. [5] - Gas turbines are highlighted for their flexibility and efficiency, with the cost of electricity generation from large gas turbines being only $70-80 per megawatt hour, which remains competitive even with price increases [6][7] - The gas turbine market is entering a golden period of supply-demand balance, with strong demand driven by electrification, energy security needs, and explosive growth in data centers. Global gas turbine orders are expected to exceed production capacity until at least the early 2030s [7] Group 3 - HRSG prices are currently between $5-5.5 million per unit, with expectations to rise to $6-7 million per unit by early next year, driven by a 50% supply-demand gap [7] - The article provides insights into various companies in the domestic Google supply chain, detailing their products, market shares, and expected orders for 2026 [10][11]