B · Normal
[Sinorock Technology: Some cooling products have been delivered in mass production] On September 4th, Sinopec Technology (300684.SZ) released an investor relations activity record announcement. In 2025, the company completed the acquisition of Sinopec Xunleng to further improve the strategic layout of liquid cooling. Relying on the business collaboration between the two parties, the company has entered the head connector customer supplier system and obtained the vendor code (Vendor Code), and some cooling products have been delivered in mass production. At the same time, focusing on the demand for 1.6T high-speed optical modules and next-generation high-speed interconnect products, the company actively promotes the research and development, verification and customer introduction of new-generation connector liquid cooling plates, NPO liquid cooling solutions and other products, and continues to improve the liquid cooling product system. In addition, the company continues to promote the development and application of high-performance graphite films, graphite die-cut components, flexible graphite, VC absorbent cores, thermally conductive interface materials and other products based on the development trend of thinner, lighter and higher-performance terminal products such as smartphones and folding screens. The company continues to promote product cooperation and new product introduction with domestic and foreign leading customers. The high-performance VC liquid-absorbent core material has completed product introduction verification for some customers and has the conditions for mass production and delivery.
Institutional research trends 🕐 2026-09-04 21:47

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