（编辑 丛可心） 证券日报网2月27日讯 ，飞荣达在接受调研者提问时表示，公司有很多产品已应用于AI相关领域，随着 AI的快速发展和广泛应用，对算力基础设施提出更高的要求，同时将会对散热及电磁屏蔽解决方案提 出更高的需求。以前终端的散热方式以被动散热为主，现在逐渐转向主动散热为主，公司可为AIPC、 AI手机等终端产品提供的散热产品，包括石墨片、石墨烯、热管、VC、相变储能材料、微型风扇和微 泵液冷等导热材料及器件和电磁屏蔽材料及器件等相关产品等，单机价值量也大幅度提升。长期以来， 公司也积极配合客户需求开展相关产品的研发和技术储备，通过持续的产品研发并迭代更新，比如微泵 液冷、微型风扇、微型散热模组、压电风扇等，为客户提供更适配、更优质的产品。 ...

Core Viewpoint - Feirongda maintains close cooperation with leading brand terminal manufacturers, focusing on the development and supply of thermal management materials and devices for mobile terminals [2] Group 1: Product Offerings - The company’s products for mobile terminals include graphite sheets, graphene, heat pipes, vapor chambers (VC), phase change materials, micro fans, and micro pumps for liquid cooling [2] - The company emphasizes the continuous iteration and updating of products to meet customer needs, providing more suitable and higher-quality products [2] Group 2: R&D and Technology - The company actively collaborates with customers to conduct research and development related to its products, ensuring a strong technological reserve [2]

Core Insights - The company, Lingyi Technology (002600), has announced that it has begun bulk shipments of cooling modules for several international renowned clients [1] - The company has developed comprehensive research and production capabilities for various cooling solutions, including CDU, liquid cooling modules, liquid cooling plates, air cooling modules, heat pipes, uniform heat plates, and graphite sheets [1] - These cooling solutions are applicable in a wide range of products such as humanoid robots, servers, optical modules, XR devices, and mobile phones [1] - The company has established a full-process service capability for core hardware in AI servers, leveraging its deep expertise in precision manufacturing [1]

Core Insights - The company has begun bulk shipments of cooling modules to international clients such as AMD, showcasing its capability in providing comprehensive thermal management solutions [2] - The company has developed a range of products including CDU, liquid cooling modules, liquid cooling plates, air cooling modules, heat pipes, uniform heat plates, and graphite sheets, applicable in various sectors such as humanoid robots, servers, optical modules, XR, and mobile phones [2] - The company is actively advancing its hardware manufacturing business for embodied robots and has made progress in areas such as soft goods and wireless charging [2]

Core Viewpoint - Feirongda (300602.SZ) is currently a raw material supplier for Apple, providing various thermal management products and materials to leading terminal manufacturers [1] Group 1 - The company maintains close cooperation with major terminal manufacturers [1] - Products offered include thermal modules, fans, heat pipes, VC, graphite sheets, graphene thermal materials, and electromagnetic shielding materials [1]

Group 1 - The company is exploring new opportunities in the cooling products sector, particularly in GPU, CPU, optical modules, and servers [2] - The company has successfully shipped cooling modules in bulk to international clients such as AMD and has developed a comprehensive range of cooling solutions including CDU, liquid cooling modules, liquid cooling plates, air cooling modules, heat pipes, uniform heat plates, and graphite sheets [2] - The related business operations are progressing smoothly [2]