Movement Alert｜AAC Technologies Rises 3.56% in Regular Trading, Liquid Cooling CDU Mass Production and NVIDIA Adoption Continue to Drive Momentum

Market Focus09:49

On May 27, AAC Technologies rose 3.56% in regular trading, trading at HK$46.0/share, with trading volume of HK$71.92 million, extending its recent strong performance.

On the news front, the company's subsidiary Yuandi Technology has achieved mass production of its ATAHORAN series 2.2MW/2.6MW liquid cooling CDU units, with monthly capacity reaching 400 units, ranking among the top three globally. NVIDIA has confirmed that its next-generation flagship AI platform will fully adopt liquid cooling solutions, accelerating industry thermal management demand. The company's order book now covers North America, Europe, and Southeast Asia, with batch deliveries secured from multiple leading internet enterprises. Additionally, Citi recently raised the company's EPS forecasts for the next three years by 4%/3%/2% respectively, citing iPhone VC thermal module ASP increases and data center business incremental growth. The market expects the company to enter the iPhone 18 series restocking cycle in the second half, with preparation volumes reaching 84 million units.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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