强瑞技术(301128) - 301128强瑞技术投资者关系管理信息20260122

Group 1: AI Server Liquid Cooling Business - The company has completed the consolidation of Dongguan Aluminum Treasure, which is expected to contribute significantly to revenue and profit in 2026 [2] - Dongguan Aluminum Treasure supplies precision structural components for liquid cooling modules to major clients, indicating a large market space and high supply share [2] - The company is deepening cooperation with leading domestic and international AI server manufacturers in liquid cooling testing lines and equipment [2] Group 2: Semiconductor Equipment Precision Components - The company supplies internal fixtures, precision structural components, and module parts to semiconductor equipment manufacturers [2] - Orders from leading domestic semiconductor equipment manufacturers are gradually increasing, indicating good business development [2] - The company is making satisfactory progress in expanding its customer base while deepening cooperation with existing clients [2]