新莱应材：控股子公司主营CDU、Manifold及液冷系统集成产品

证券之星08-07

证券之星消息，新莱应材(300260)08月06日在投资者关系平台上答复投资者关心的问题。

投资者提问：您好，DeepSeek、文心一言等国产大模型迭代带动国产算力集群建设，液冷、高纯流体管路是超算核心配套件。想确认公司产品是否已批量供货搭载国产芯片的AI服务器厂商？针对国内多地新建的智算中心项目，公司有无专项配套方案？相较于传统数据中心，AI液冷管路产品的单台价值量提升幅度多少，该业务下半年在国内智算项目的订单增量预期如何？

新莱应材回复：您好，公司控股子公司菉康普挺精密主营CDU、Manifold及液冷系统集成产品，可适配AI服务器及数据中心液冷场景，当前相关业务仍处于市场拓展早期阶段，尚存在较大不确定性，尚未形成规模收入。涉及具体客户及订单信息，属商业机密不便对外披露。请注意投资风险。感谢您的关注！

本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。

责任编辑：刘浩然

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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