Core Viewpoint - The company plans to invest 70 million yuan to acquire a 35% stake in Dongguan Aluminum Treasure Metal Technology Co., Ltd, which specializes in the R&D, production, and sales of precision aluminum alloy structural components for the computing power sector [1][2] Group 1: Investment Details - The investment aims to enhance the company's presence in the AI server liquid cooling and related product sectors [2] - The target company generates approximately 40% of its revenue from precision structural components for AI server cooling modules, primarily used in NVIDIA's AI servers [1] Group 2: Market Position and Growth - The target company has established a continuous supply chain for major clients like NVIDIA and has seen a rapid increase in order volume since 2024 [1] - Products are also utilized in cooling modules for AI servers from companies such as Google [1]

Group 1 - Pinda Technology's chairman and core team visited Yidong Electronics to discuss collaboration on AI server liquid cooling solutions [1] - The meeting focused on technology integration, capacity collaboration, and market positioning [1] - Pinda Technology is a leader in magnesium alloy technology, specializing in AI cooling and cabinet solutions [2] Group 2 - Pinda Technology has developed the "Uni Forge" technology for high-density computing center cooling components, enhancing energy efficiency and system stability [2] - Yidong Electronics and Pinda Technology are creating an efficient collaboration chain by combining their strengths in manufacturing and technology [3] - The partnership aims to capture market opportunities in the rapidly growing global cooling market driven by AI and high-performance computing demands [3]

Group 1 - The core viewpoint of the news is that Yidong Electronics has shown strong performance in the first half of 2025, with a revenue of 1.009 billion yuan, representing a year-on-year growth of 27.77%, and a net profit of 6.0027 million yuan, indicating a recovery from previous declines [1] - Yidong Electronics specializes in the research, production, and sales of precision electronic components such as FPC, connectors, and LED backlight modules, and holds several core technologies, positioning itself as a leader in China's precision electronic components industry [1] - The company has excelled in the connector industry, benefiting from the rapid development of AI technology, which has led to sustained growth in market demand, particularly in communication and new energy connectors [1] Group 2 - Yidong Electronics is actively participating in the new energy vehicle and energy storage markets, with a significant increase in demand for related products during the reporting period [1] - The demand for the company's products has also been driven by the consumer electronics, AI+AR smart terminal, and robotics industries, especially in smartphones and wearable devices, where its FPC products are widely used [1] - Recently, Pinda Technology's chairman and core team visited Yidong Electronics to discuss collaboration on AI server liquid cooling heat dissipation business, focusing on the cooperation for liquid cooling modules [2]