AAC Technologies' stock surged 5.30% during intraday trading on Wednesday. The significant upward movement followed the company's announcement of major advancements in its AI infrastructure cooling business.
The company's subsidiary, Yuandi Technology, has achieved large-scale mass production and commenced global batch delivery of its high-power 2.2MW and 2.6MW centralized liquid cooling CDU units. With monthly delivery capacity reaching 400 units, ranking among the top three domestically, the company has established dedicated production lines capable of rapid scaling to meet growing demand from global AI computing centers and supercomputing clusters.
Market sentiment was further boosted by confirmation that a globally leading AIDC operator has officially selected Yuandi Technology as its supplier for high-power liquid cooling CDU batch orders, with production scheduling and phased deliveries already underway. This development represents AAC Technologies' strategic expansion into the AI infrastructure cooling solutions market, potentially creating a significant new revenue stream beyond its traditional acoustic and optical components business.
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