Forget Nvidia. This Little-known China Cooling Play Is Rising 461%

Very Bullish

What Happened

An institutional broker note reveals that Seagull Co. (603269) is experiencing explosive order growth in semiconductor and liquid cooling, with H1 orders up 92.51% and 461.38% respectively.

Bottom Line

Seagull Co. is a high-growth AI infrastructure play with massive order momentum and a clear path to 20B RMB market cap.

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