A · Important
[Runze Technology: The price of high-quality liquid-cooled cabinets has rebounded to the unit price level during the peak period of the industry] On August 30, Runze Technology (300442.SZ) released an investor relations activity record announcement. In the first half of 2026, the AIDC computing power business achieved operating income of 1.995 billion yuan, a year-on-year increase of 126.24%, and the revenue accounted for 53.26%, surpassing the cabinet business and becoming the core growth engine. At present, the price of IDC cabinets has begun to stabilize and rebound. Especially for high-quality liquid-cooled cabinets that can be delivered in a short period of time, the price has rebounded to the unit price level during the peak period of the industry. The price of traditional cabinets is also gradually recovering. Judging from the subsequent price outlook, the price of high-quality liquid-cooled cabinets with better location conditions and faster delivery has strong support. If traditional cabinets can meet the current market demand after transformation, there is also room for price increase.
Institutional research trends 🕐 2026-08-30 23:33

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