Yinlun Co., Ltd. said during institutional research and site visits on September 4 that the company has a clear product positioning in the data center field and is a supplier of core components for liquid cooling modules, providing module customers with components such as secondary-side CDU plate heat exchangers, chip cold plates, primary side chiller plate heat exchangers, cooling towers, and dry coolers. Secondary side: In terms of in-row CDU board replacement, one domestic customer has recently completed an on-site audit, and the second domestic customer is also about to review the factory. The remaining domestic cloud vendor whitelist targets will all be entered one after another within this year. Primary side: We have connected with two core customers in North America and China. Among them, North American customers are being verified, and domestic customers have completed verification; it is expected that orders in a single month will be delivered in small batches starting in the fourth quarter, and batch delivery will be achieved next year.

During institutional research and site visits on September 4, Yinlun Co., Ltd. said that the company has a clear product positioning in the data center field and is a supplier of core components for liquid cooling modules, providing module customers with components such as secondary-side CDU plate heat exchangers, chip cold plates, primary side chiller plate heat exchangers, cooling towers, and dry coolers. Secondary side: In terms of in-row CDU board replacement, one domestic customer has recently completed an on-site audit, and the second domestic customer is also about to review the factory. The remaining domestic cloud vendor whitelist targets will all be entered one after another within this year. Primary side: We have connected with two core customers in North America and China. Among them, North American customers are being verified, and domestic customers have completed verification; it is expected that orders in a single month will be delivered in small batches starting in the fourth quarter, and batch delivery will be achieved next year.