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Shenzhen FRD Science & Technology (SZSE:300602) Seems To Use Debt Quite Sensibly
The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.
① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.
Shenzhen FRD Science & Technology (300602.SZ): Providing customers with customized solutions for electromagnetic shielding, thermal conductivity, and lightweight applications.
On November 28, Gleonhui reported that Shenzhen FRD Science & Technology (300602.SZ) stated on the investor interaction platform that as a leading domestic supplier of electromagnetic shielding and thermal management solutions, the company provides customized electromagnetic shielding, thermal conduction, and lightweight application solutions to customers. The company's thermal management products include VC isothermal plates, thermal interface materials, thermal adhesive, graphite sheets, thermal graphite film, fans (axial fans, centrifugal fans, etc.), heat pipes, heat dissipation modules, 3D-VC heat sinks, liquid cooling heat dissipation modules, etc.
Shenzhen FRD Science & Technology Co., Ltd.'s (SZSE:300602) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?
Minsheng Securities: The upgrade of GPU power consumption drives the increase in liquid cooling penetration rate.
As GPU power consumption upgrades drive the increase in liquid cooling penetration, the industry chain upstream and downstream are expected to jointly promote the decoupling of liquid cooling cabinets from servers, leading to the formation of a unified standard.
Shenzhen frd science & technology (300602.SZ): The company's heat dissipation products have been applied to chip-related supporting products.
Gelonghui, November 21 | Shenzhen FRD Science & Technology (300602.SZ) stated on the investor interaction platform that the company's cooling products have been applied to chip-related supporting products.
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