AI Liquid Cooling Shortage: This Chinese Supplier's Orders Crush Capacity

Very Bullish · $002937.SZ

What Happened

Xingrui Technology (002937.SZ) is experiencing a massive surge in orders for its liquid cooling quick connectors, with demand far exceeding its current production capacity. The company is rapidly expanding to meet this demand, including a 1 billion RMB order for server structural components.

Bottom Line

Xingrui Technology is a high-conviction play on AI infrastructure, with a clear path to doubling revenue by 2027.

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