Core Insights - The company, Kehua Data, is a pioneer in the liquid cooling sector, leveraging years of technical expertise and experience in data center construction and operation [2] - Kehua Data has launched a full lifecycle service for liquid cooling data centers, including a range of self-developed liquid cooling products [2] - The company has partnered with Muxi Co., Ltd. to introduce a high-density liquid cooling computing POD, focusing on core technology solutions for high-performance computing needs [2] Product Offerings - The company offers a variety of liquid cooling products, including air-liquid drawer CDU, liquid-liquid drawer CDU, and liquid-liquid cabinet CDU [2] - Integrated products include WiseCooling plate liquid cooling micro-modules, liquid cooling containers, and liquid cooling all-in-one machines [2] Strategic Partnerships - The collaboration with Muxi Co., Ltd. aims to explore solutions for high-performance computing demands, providing stable, efficient, and flexible real-time support [2]

Core Viewpoint - The company is a pioneer in the liquid cooling sector, leveraging years of technical expertise and experience in data center construction and operation to offer comprehensive lifecycle services for liquid cooling data centers [2] Group 1: Liquid Cooling Technology - The company has developed a range of proprietary liquid cooling products, including air-liquid drawer-type CDU, liquid-liquid drawer-type CDU, and liquid-liquid cabinet-type CDU [2] - Integrated products include Wise Cooling plate liquid cooling micro-modules, liquid cooling containers, and liquid cooling all-in-one machines [2] Group 2: Strategic Partnerships - The company has partnered with Muxi Co., Ltd. to launch a high-density liquid cooling computing POD, focusing on super-node technology to explore related solutions [2] - This collaboration aims to provide stable, efficient, and flexible real-time support for high-performance computing needs [2]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market events such as suspensions, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers, marked in red for easy identification [1] - The company has developed soft-pack semi-solid battery samples with small-scale delivery capabilities and has achieved breakthroughs in liquid-cooled containers for energy storage scenarios on the grid side [1] - The company collaborates with leading clients like Zhiyuan Robotics to provide customized main control boards for humanoid robots, which have achieved mass supply [1] - The company has successfully tested new products for motor drive control chips, focusing on AI chips, quantum technology, digital currency, and advanced packaging [1]

成都凯普乐资产管理有限公司成立于2017年10月，于2018年8月成为私募证券投资基金管理人。公司经 营范围涵盖资产管理、投资管理，主营业务为国内外证券、大宗商品期货及衍生品类资产管理、投资顾 问。 根据市场公开信息及8月12日披露的机构调研信息，知名私募凯普乐资管近期对1家上市公司进行了调 研，相关名单如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 1）依米康 （凯普乐资管参与公司特定对象调研） 机构简介： 调研纪要：公司拥有市场全部温控方案的产品与技术。海外液冷应用节奏更快，欧美领先，中东、日韩 次之；国内以风液同源为主。2023年公司逐步布局海外，跟随阿里、字节等需求出海，2024年确认境外 订单收入4,771.88万元。公司拥有液冷全栈解决方案，涵盖智能工程、关键设备、物联软件和智慧服务 四大板块，已成功投运液冷集装箱等产品。阿里巴巴、字节跳动、华为等是公司的重要客户和战略合作 伙伴，公司订单情况良好，生产经营活动正常运行。 ...

Group 1 - The company Yimikang has a comprehensive range of temperature control solutions and technologies, with a focus on overseas liquid cooling applications, particularly in Europe and the United States [1] - In 2023, the company is gradually expanding its overseas presence, following the demand from major clients like Alibaba and ByteDance, with confirmed overseas order revenue of 47.7188 million yuan for 2024 [1] - Yimikang offers a full-stack liquid cooling solution that includes smart engineering, key equipment, IoT software, and intelligent services, and has successfully launched products like liquid cooling containers [1] Group 2 - Major clients and strategic partners of the company include Alibaba, ByteDance, and Huawei, indicating a strong order situation and normal operational activities [1]

Group 1: Market Trends and Strategies - The company anticipates that overseas adoption of liquid cooling will accelerate, particularly in Europe and the U.S., with AI servers expected to enter the liquid cooling era by next year [1] - The company is focusing on expanding its overseas market presence, with orders already in Southeast Asia and plans to penetrate the Far East Asia-Pacific market [2] - The company has confirmed overseas order revenue of CNY 47.72 million for 2024, covering regions such as Malaysia, Singapore, Thailand, Vietnam, the Philippines, and Oman [3] Group 2: Product Development and Technology - The company offers a comprehensive liquid cooling solution, including various systems such as fluorinated and water-cooled plates, and has successfully deployed these solutions in the Middle East [4] - The company is developing products based on NVIDIA's NV72 architecture, leveraging its existing technology base for domestic market needs [2] - The liquid cooling solutions include features like rapid deployment and integration capabilities, ensuring a seamless transition from construction to operation [4] Group 3: Strategic Partnerships and Clientele - Key strategic clients include Alibaba, ByteDance, Huawei, Qinhuai, Baidu, and Tencent, with the company maintaining a healthy order situation and normal operational activities [5] - The company aims to enhance its ability to provide comprehensive solutions throughout the entire lifecycle of digital infrastructure, responding quickly to client needs [5]

依米康科技集团股份有限公司投资者关系活动记录表 2、高管您好，请问贵公司未来盈利增长的主要驱动因素有 哪些？谢谢。 答：您好。以 AI 为代表的科技发展让算力成为了"新质生产 力"的核心要素，这带来了基础设施建设和改造的高需求。公司 确定并坚持"聚焦信息数据领域"的战略规划，集中资源深耕信息 数据领域。2024 年，信息数据领域业务订单持续增长，"聚焦战 略"效应逐步凸显。 未来，公司将坚持深耕信息数据领域业务，通过有效转化 22 年深耕产业的方案解决经验，深度构建和持续提升公司的专 业能力；通过业务、产品结构的优化、调整；持续拓展国内及海 外空白市场；全力打造高绩效组织和高效率运营体系；优化绩效 管理体系，持续打造与公司共成长的优秀人才梯队；牢记提升上 市公司高质量发展为使命，完善公司治理，强化内控管理体系建 设等措施，不断提高公司经营能力，力争为股东实现价值最大化。 感谢您的关注。 编号：20250507 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | ...