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GTJA: The demand for AI Servers is high, driving the upward performance of domestic liquid cooling, power supply, connectors, and Copper cable manufacturers.
Domestic Copper cable manufacturers are leading in layout, having entered the supply chains of major international and domestic clients, and will fully benefit in the future.
China Securities Co.,Ltd.: The surge in AI electricity usage signals the start of a new journey for the power Industry Chain.
The demand for intelligent computing will drive the demand for new data centers, with Electrical Utilities equipment and temperature control equipment being the two segments that hold a relatively high value in the construction of IDC data centers.
Feilong Auto Components (002536.SZ): Currently, the main clients and sample exchanges in the civilian sector include China Power Investment, Shenzhen Envicool Technology, Xiaomi Autos, XPeng Autos, and others.
On January 13, Longzhonghui reported that Feilong Auto Components (002536.SZ) stated in a recent investor relations activity that the main clients and sample exchanges in the civil sector currently include more than 50 companies such as State Power Investment Corporation, HP Project, Xi'an Tiantai, Jiangsu Aitis, Yaho Electronics, Shenzhen Xingqihong, Shenzhen Envicool Technology, Infineon, Guangzhou Gaolan, Xiaomi Autos, L Project, Xpeng Motors, Zongshen Aviation, Volvo AB Unsponsored ADR Class B, Dongfeng Pain, and others.
Guolian: Computing power and Electrical Utilities rise together, with a high increase in demand for AI power supply equipment.
The large-scale capital expenditure wave of leading Internet Plus-Related companies is diffusing from overseas to domestic markets, and the rapid growth in computing power demand is expected to bring a corresponding increase in Datacenter power.
Zheshang: NVIDIA (NVDA.US) GB300 is expected to be released around mid-2025. Pay attention to opportunities for related product upgrades.
NVIDIA (NVDA.US) is expected to unveil the GB300 product line at the GTC conference in March 2025, with Semianalysis predicting that the GB300 will be released six months after the launch of the GB200.
Shenzhen Envicool Technology (002837.SZ): The company independently researches and produces liquid-cooled Datacenter/Server related quick connectors.
On December 31, Gelonghui reported that Shenzhen Envicool Technology (002837.SZ) stated on the investor interaction platform that the company independently developed and produced quick connectors related to liquid-cooled Datacenter/Servers.
