2026-02-11 02:00Summary of Key Points from the Conference Call Industry Overview - The report focuses on the AIDC (Artificial Intelligence Data Center) sector, highlighting recent developments in the industry driven by advancements in AI models, particularly the popularity of ByteDance's Seedance 2.0 [1]. Core Insights and Arguments - Recent Developments: The rapid iteration of AI models by major domestic internet companies is noted, indicating a competitive landscape in the AIDC sector [1]. - New Focus: Jiebang Technology has received bulk orders for cold plates from a major manufacturer, suggesting a significant increase in production capacity and potential for future catalysts [1]. - Continued Recommendations: The report maintains recommendations for several companies, including: - Magpow (麦格米特) - Ruiming Technology (锐明技术) - New Ray Energy (新雷能) - Keda (科士达) [1]. Additional Important Information - The report emphasizes that the insights provided do not constitute formal investment advice and encourages reference to publicly available reports for risk disclosures [1].