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Huaxi Securities: Accelerating the construction of the intelligent computing center, with domestic alternatives for Chai Fa and a simultaneous rise in both volume and price.
Diesel Generator units are key infrastructure equipment for Datacenters, and their demand will rapidly increase with the accelerated construction of intelligent computing centers.
Guotou Securities: The high prosperity of AIDC will drive a significant increase in the demand for supporting equipment. Seize investment opportunities in diesel generator sets and liquid cooling systems.
In the wave of AIDC investment, supporting equipment is riding the wave, seizing investment opportunities in diesel generator backup power and liquid cooling systems.
Shanghai Cooltech Power's (SZSE:300153) One-year Earnings Growth Trails the Fantastic Shareholder Returns
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
Shanghai Cooltech Power (300153.SZ): Generator products can be applied in some fields with higher requirements for power supply reliability.
On February 27th, Glonghui reported that Shanghai Cooltech Power (300153.SZ) stated on the investor interaction platform that the company's generator products can be applied in areas that require high power supply reliability, providing backup power during power outages. The core components of the generators include engines and generators, and the company can provide targeted generator products and solutions based on the specific needs of customers and projects.
Shanghai Cooltech Power (300153.SZ): Generators are only one type of equipment within the Datacenter infrastructure and are not core devices directly related to computing power.
On February 24, Gelonghui announced that Shanghai Cooltech Power (300153.SZ) disclosed an abnormal fluctuation notice for Stocks. Recently, the company's operation status and internal and external operating environment have been normal, and there have been no significant changes in business content and operational conditions. Generators are only one type of equipment within Datacenter infrastructure and are not core devices directly related to computing power. The scale of the relevant downstream market and the speed of its development carry inherent uncertainties, and its impact on the company's Business also has significant uncertainties.