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【风口研报】AIDC液冷设备+柴油机/压缩机,这家公司卡位热交换与回路隔离核心构件、绑定台资OEM厂商资源,液冷换热模块快速出货
财联社· 2025-10-29 14:15
Core Insights - The article highlights the rapid growth of liquid cooling modules for AI data centers, emphasizing the company's strategic positioning in heat exchange and circuit isolation components, along with strong partnerships with Taiwanese OEM manufacturers [1] - A precious metals company has reported better-than-expected performance in Q3, with a gold mine expected to reach full production by 2026, benefiting from a bullish market for precious metals [1] Group 1 - The company involved in AI data center liquid cooling equipment is experiencing fast growth in liquid cooling module shipments [1] - The company has established deep ties with Taiwanese OEM manufacturers, enhancing its market position [1] - The precious metals company is set to benefit from favorable market conditions, with its new gold mine projected to start full production in 2026 [1]