1. Longwill shares (301202) theme = data center cabinet + liquid cooling cabinet + new + liquid cooling + cloud computing.
1. The company is a provider of data center computer room and integrated wiring equipment, mainly engaged in the research and development, production, sales and service of integrated wiring products such as server cabinets, cold and hot aisles, micro modules, T-block racks and other data center cabinets and data cables.
2. The company's product liquid-cooled cabinet is a container that carries the electronic information equipment and coolant of the data center and realizes the cooling of the electronic information equipment. 3. The company cooperates with ZTE, Hikvision, etc.
Second, COSCO (301516) theme = new shares + prefix (central enterprises) + communication power supply + hydrogen energy + 5G + new energy vehicles.
1. The company will be listed on December 8, 2023.
2. The company is a power supply enterprise under CGNPC, mainly engaged in the research and development, production and sales of communication power supply, new energy power supply and industrial control power supply. The company has been recognized by S customers, Ericsson, ZTE and other high-quality customers.
3. The company focuses on the layout of two categories of products: new energy on-board power supply, charging piles and charging modules, and has developed well-known domestic new energy vehicle integration manufacturers and vehicle manufacturer customers such as Inovance, INVT, and Blue Ocean Huateng.
4. The company has hydrogen fuel cell DC DC converters used in the field of hydrogen energy.