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GTJA: Maintain a "Shareholding" rating for the HVAC Industry, recommending Shenzhen Envicool Technology (002837.SZ) and others.
GTJA expects that there will gradually be a supply-demand tension for cold compressors in the next 2-3 years.
What You Can Learn From Shenzhen Envicool Technology Co., Ltd.'s (SZSE:002837) P/E
Shenzhen Envicool Technology Co., Ltd.'s (SZSE:002837) Biggest Owners Are Individual Investors Who Got Richer After Stock Soared 17% Last Week
The 2024 public offering "Champion Fund" has disclosed its quarterly report! Last year's internal return reached 69.23%, with a heavy investment in AI computing power and application sectors.
The public offering 'Champion Fund' discloses its quarterly report for 2024.
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.