研报掘金丨浙商证券：首予中石科技"买入"评级，打造AI算力散热第二曲线

格隆汇07-02

浙商证券研报指出，AI算力散热需求代际升级，驱动中石科技从消费电子导热材料龙头向全栈电子热管理平台跃迁；公司已构建“核心材料—功能组件—散热模组”全链条供应能力，并通过界面散热材料卡位AI芯片散热的“第一公里”，是国内少数能够同时覆盖光模块散热、GPU冷板、CPO/NPO热管理等多技术路线的散热平台型企业，随着产品形态由材料端向系统级方案延伸，公司正进入价值量提升的关键加速期。选取飞荣达、思泉新材...

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