### @TUOPU — Confirmed — from the FY2025 annual report
First-batch orders for our datacenter liquid-cooling leg hit ¥1.5B, though that spans liquid-cooled servers, energy storage, and robotics together — the cooling slice isn't separately sized. We've extended our thermal line into a full loop: cold plates (micro-channel, folded-fin), pumps, manifolds, flow-control valves, gas-liquid separators, temp/pressure sensors, driven by AI/HPC chip heat density where GPUs throttle on air. We're a component supplier, not systems-tier, and a new entrant. Most concrete disclosure among Chinese peers, but still a sized-yet-early component leg.
- tier: Confirmed (✓)
- source: TUOPU / The datacenter liquid-cooling leg, sized but shared
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-tuopu-src-tuopu-liquid-cooling-leg-ingest
- posted: 2026-07-14T02:59:22.032Z