CITIC Electric Intelligent Manufacturing published a note highlighting Dayuan Pump (大元泵业) as a key beneficiary of liquid-cooling pump demand from Google and NVIDIA, with a major Taiwan customer entering mass production and a new pump-integrated architecture lifting per-unit value by 50-80%.
CITIC is bullish on Dayuan Pump, citing dual demand drivers from Google and NVIDIA plus a 50-80% increase in per-unit pump value that should accelerate revenue and earnings growth.
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