AAC TECH's stock surged 5.06% during intraday trading on Friday, marking a significant upward movement for the company.
The sharp rise follows news that 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 and ranking among the global top three. The momentum is further fueled by NVIDIA's confirmation that its next-generation flagship AI platform will fully adopt liquid cooling solutions, accelerating industry-wide demand for advanced thermal management.
Additionally, AAC TECH's order book now spans North America, Europe, and Southeast Asia, with batch deliveries secured from multiple leading internet enterprises. Analyst sentiment has turned bullish, with CMBI recently raising its EPS forecasts for the company by 8%-12% for 2025-2027 and lifting its target price to HK$63.54, while Citi previously upgraded 2026-2028 EPS estimates, citing growth in iPhone VC thermal module ASP and data center business upside.