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Guangdong Shenling Environmental Systems (SZSE:301018) Takes On Some Risk With Its Use Of Debt
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.
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Returns On Capital Signal Tricky Times Ahead For Guangdong Shenling Environmental Systems (SZSE:301018)
Shenling Environmental: Report for the third quarter of 2024
Guangdong Shenling Environmental Systems Co., Ltd. (SZSE:301018) Adds CN¥678m in Market Cap and Insiders Have a 39% Stake in That Gain
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