开普云表示，金泰克的存储产品具备国内领先水平，在企业级DDR内存产品中实现国产替代。金泰克的高性能存储产品 广泛应用于AI算力服务器等重要AI设备，是AI基础设施建设中的重要组成部分。通过收购金泰克的存储产品业务，公司 将补齐在AI基础设施领域中的高性能存储能力，实现更加完善的AI软硬件一体化布局。 开普云称，现金收购和本次交易完成后，南宁泰克将成为公司的控股子公司，在保留原先业务的基础上，上市公司将新 增存储产品相关业务并将从事存储产品相关业务，公司业务范围将有所拓展，从而进一步提升公司的综合竞争力，增强 市场影响力。 A股并购重组案例，再添一例！ 8月24日晚间，A股上市公司开普云披露重大资产重组预案，公司拟收购南宁泰克，新增存储产品相关业务，此次交易预 计构成重大资产重组。开普云的股票将于8月25日（星期一）开市起复牌。 与此同时，A股公司半年报正在密集披露中。8月24日晚间，多只AI概念股披露了半年报业绩。整体来看，业绩表现分化 明显。其中，科创新源上半年净利同比增长520.71%，炬芯科技、安硕信息上半年净利分别同比增长123.19%、182.65%； 华灿光电、数字政通、盛科通信的净利为亏损。 开 ...

8月24日晚间，科创新源（300731）公布2025年半年报，公司上半年实现营业收入5.41亿元，同比增长 43.9%；归母净利润为1760.4万元，同比增长520.71%。半年报指出，业绩大幅增长的核心驱动力，是公 司在液冷散热领域的快速突破，尤其是新能源汽车动力电池液冷板的规模化应用。 瑞泰克生产的高频焊液冷板，正是适配麒麟电池与神行电池的关键散热组件。报告期内，瑞泰克加速新 产线建设与既有产线升级，引入自动化设备优化流程，提升生产效率并降低不良率。截至期末，规划的 高频焊液冷板产线已基本建成并陆续量产，相关收入同比增长303.61%。不过，钎焊液冷板业务仍面临 挑战，受市场波动与竞争加剧影响，产能利用率未达预期，固定成本分摊较高，导致该业务盈利能力较 弱。 在数据中心领域，AI技术的爆发推动算力设备与数据中心热度显著提升，液冷技术加速导入。冷板式 液冷因成熟度高，已获服务器制造商规模化布局，通信运营商与头部互联网公司也积极试点。科创新源 通过子公司创源智热布局数据中心散热结构件，产品涵盖虹吸式特种散热模组、液冷板等。由于目前其 仍处于客户开拓与产品认证阶段，收入规模较小，未能摊薄费用与研发成本，报告期内 ...

Group 1: Financial Performance - The company's revenue from the new energy business in 2024 increased significantly by 361.36% compared to 2023, primarily driven by the volume growth of high-frequency welded liquid cooling plates for electric vehicles [2][3] - In Q1 2025, the net profit attributable to shareholders reached 10.08 million CNY, a remarkable increase of 839.66% year-on-year, with a net profit excluding non-recurring items of 7.61 million CNY, up 1,371.38% [4][5] - The growth in net profit is mainly attributed to the rapid expansion of the liquid cooling plate business for electric vehicle batteries and overseas communication services [5] Group 2: Business Development and Strategy - The company plans to continue focusing on the new energy sector and artificial intelligence, aiming to develop thermal management solutions and products to create more value for core customers [5] - The subsidiary, Suzhou Ruitai Technology Co., Ltd., has established a competitive advantage in the thermal management field for new energy power batteries, leveraging its leading core technologies and sustainable R&D capabilities [3][4] - The company is adopting a dual-driven model of collaborative manufacturing and independent production and sales for its data center cooling business to enhance market share and customer confidence [8] Group 3: Acquisition and Market Position - The company is in the process of acquiring Dongguan Zhaoke Electronic Materials Technology Co., Ltd., with ongoing discussions and evaluations for the acquisition [6][7] - The acquisition includes Zhaoke's subsidiaries and aims to strengthen the company's market position in electronic materials [6] - The company is actively pursuing the integration of resources and enhancing its competitive edge in the automotive sealing strip business, which saw a revenue growth of 62.17% in 2024 compared to the previous year [9]

Group 1: Financial Performance - The company's revenue for 2024 reached 958.1261 million yuan, representing a 71.53% increase compared to 2023 [3] - The high polymer materials business generated 492.8921 million yuan in revenue, up 28.82% year-on-year [3] - The electric power business saw a revenue increase of 33.18%, while the automotive sealing strip business grew by 62.17% [3] - Revenue from the new energy sector surged by 361.36% due to advancements in high-frequency welded liquid cooling plates [3] Group 2: Profitability and Resource Allocation - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 12.7177 million yuan, a 63.81% increase from the previous year [3] - The company plans to optimize resource allocation to promote balanced development across various business segments [3][4] Group 3: Market Expansion and Challenges - The overseas business revenue increased by 52.64%, driven by enhanced customer acquisition efforts [4] - The company is closely monitoring external market conditions and trade policies to adapt its strategies [4] Group 4: Debt and Financial Management - The asset-liability ratio at the end of 2024 was 46.76%, reflecting a slight increase but remaining within a healthy range [4] - The company aims to effectively use financial leverage to enhance shareholder returns while maintaining a healthy financial status [4] Group 5: Future Plans and Innovations - The company will focus on expanding its presence in the new energy sector and artificial intelligence, particularly in thermal management solutions [4][5] - Plans are in place to enhance the technical capabilities of its subsidiary, Suzhou Ruitai Technology, in the liquid cooling plate market [5][6] - The company is pursuing a dual strategy of collaborative manufacturing and independent production to drive growth in the data center cooling business [7]