China's Liquid Cooling Boom: The Little-known $22B Opportunity Wall Street Is Missing

Very Bullish · $603757.SS · $000811.SZ

What Happened

Tianfeng Securities initiates coverage on China's liquid cooling 'power heart' segment, highlighting electronic water pumps and water-cooling units as high-barrier, high-growth opportunities with earnings inflection points in Q3/Q4.

Bottom Line

Tianfeng is bullish on China's liquid cooling component makers, citing technological advantages and upcoming earnings catalysts.

Free preview — more China A-share & HK research · About Us · Legal & Privacy