Chengtian Great Business: The company's liquid cooling business is expected to perform well in the second half of the year.
Chengtian Great Achievement stated during an institutional research on June 27 that the overall volume pace of the company's liquid cooling business is highly correlated with the delivery schedule of its Taiwanese partners. The company's core clients hold a certain share in the top-tier semiconductor companies in North America, and as the core supplier, the company will directly benefit from the volume of its liquid cooling modules. Based on current communication with core clients and industry market information, the company's liquid cooling business is expected to have good prospects in the second half of the year. In 2027, with the mass production of new generation products progressing, according to relevant volume and price assumptions, there is still expected to be a large growth space. The actual revenue of the company is influenced by multiple factors such as final order volume from clients, product prices, mass production pace, etc., and therefore has a certain level of uncertainty.
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